Chris M. Frantz Portfolio
Invests via Catalina Capital Group, LLC | Managed by Chris M. Frantz, Philippe Oertle
Invests via Catalina Capital Group, LLC
Managed by Chris M. Frantz, Philippe Oertle
Automatically Tracked
Chris M. Frantz Profile
Active angel investor and board member focused on early-stage consumer and media companies, Chris M. Frantz leverages multi-decade operating experience to advise on brand strategy, monetization and partnership development. Prior roles span executive and entrepreneurial positions across creative industries and digital media, with experience sourcing seed and Series A deals. Engages as mentor to accelerators and co-invests with sector-focused VCs; investment interest centers on consumer platforms, content tech and direct-to-consumer brands.
Active angel investor and board member focused on early-stage consumer and media companies, Chris M. Frantz leverages multi-decade operating experience to advise on brand strategy, monetization and partnership development. Prior roles span executive and entrepreneurial positions across creative industries and digital media, with experience sourcing seed and Series A deals. Engages as mentor to accelerators and co-invests with sector-focused VCs; investment interest centers on consumer platforms, content tech and direct-to-consumer brands.
Investment Philosophy & Strategy
Focuses on early-stage consumer and media businesses with a hands-on, brand-first investing style that prioritizes product-market fit, differentiated content and scalable monetization. Prefers seed to Series A stakes, allocating capital selectively to founders who leverage creative IP, partnership-led distribution and data-driven engagement metrics. Deploys operational capital and network access to accelerate user acquisition, strategic partnerships and revenue models while co-investing with specialized VCs. Investment horizon is growth-oriented with tight milestone-based risk controls and active board involvement to de-risk execution.
Focuses on early-stage consumer and media businesses with a hands-on, brand-first investing style that prioritizes product-market fit, differentiated content and scalable monetization. Prefers seed to Series A stakes, allocating capital selectively to founders who leverage creative IP, partnership-led distribution and data-driven engagement metrics. Deploys operational capital and network access to accelerate user acquisition, strategic partnerships and revenue models while co-investing with specialized VCs. Investment horizon is growth-oriented with tight milestone-based risk controls and active board involvement to de-risk execution.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.13%
Gain
Monthly
0.46%
Yearly
5.71%
Drawdown
16.67%
$181.56M
Equity
Holdings
$181.56M
Investment
$145.41M
$58.92M
Profit -$803,180.18
Realized
$22.77M
Unrealized
$36.15M
Dividends
$8.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$803,180.18
Win %
79%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$181,080.57
Win %
79%
This Month
Compared to last month
Gain
1.13%
Profit
$2.04M
Win %
79%
This Year
Compared to last year
Gain
11.41%
Profit
$18.59M
Win %
79%
SYK Stryker Corporation
+4.17%
+$11,875.79 
MRK Merck & Co., Inc.
+3.74%
+$8,911.98 
RSG Republic Services, Inc.
+3.59%
+$23,891.67 
PM Philip Morris International Inc.
+3.55%
+$11,299.2 
ABBV AbbVie Inc.
+3.41%
+$20,891.52 
FIVE Five Below, Inc.
+3.35%
+$7,004.76 
SBUX Starbucks Corporation
+3.06%
+$52,254.95 
PECO Phillips Edison & Company, Inc.
+2.9%
+$14,417.71 
RBB RBB Bancorp
+2.81%
+$22,647.83 
ISRG Intuitive Surgical, Inc.
+2.8%
+$19,587.3 
KO The Coca-Cola Company
+2.78%
+$31,338.65 
GILD Gilead Sciences Inc.
+2.76%
+$5,303.44 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+2.75%
+$12,859.47 
MPC Marathon Petroleum Corporation
+2.71%
+$12,895.32 
COST Costco Wholesale Corporation
+2.69%
+$15,900.36 
PSX Phillips 66
+2.65%
+$8,687.15 
TJX The TJX Companies, Inc.
+2.59%
+$23,178.48 
WMT Walmart Inc.
+2.59%
+$14,017.47 
MA Mastercard Incorporated
+2.46%
+$6,674.14 
WSM Williams-Sonoma, Inc.
+2.4%
+$8,483.71 
UNH UnitedHealth Group Incorporated
+2.25%
+$8,713.66 
MSFT Microsoft Corp.
+2.09%
+$84,745.9 
V Visa Inc. Class A
+2.02%
+$10,002.15 
PG Procter & Gamble Co
+2.01%
+$7,241.4 
HTGC Hercules Capital Inc.
+1.4%
+$2,411.32 
LLY Eli Lilly and Company
+1.34%
+$18,756.3 
CVX Chevron Corporation
+1.33%
+$3,257.32 
TRV The Travelers Companies, Inc.
+1.29%
+$3,200.73 
AFL Aflac Inc.
+1.27%
+$3,135.44 
HD The Home Depot, Inc.
+1.24%
+$9,698.01 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$22,471.39 
MSI Motorola Solutions, Inc.
+1.18%
+$2,419.64 
XOM Exxon Mobil Corporation
+1.14%
+$3,844.5 
KBDC Kayne Anderson BDC Inc.
+1.05%
+$2,229.09 
COP ConocoPhillips
+1.01%
+$3,136.88 
RLTY Cohen & Steers Real Estate Opportunities Fund
+0.92%
+$1,890.2 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.79%
+$2,561.97 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$41,146.09 
WMB The Williams Companies, Inc.
+0.73%
+$2,110.24 
AAPL Apple Inc.
+0.7%
+$66,712.28 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$13,485.18 
PH Parker-Hannifin Corporation
+0.66%
+$1,516.32 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$1,750.5 
TRGP Targa Resources Corp.
+0.52%
+$2,095.25 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$8,362.48 
TRIN Trinity Capital Inc.
+0.48%
+$1,288.01 
NFLX Netflix, Inc.
+0.44%
+$2,925 
SABA Saba Capital Income & Opportunities Fund II
+0.36%
+$1,410.36 
LMT Lockheed Martin Corporation
+0.35%
+$749.62 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$3,201.17 
IGV iShares Expanded Tech-Software Sector ETF
+0.31%
+$765.6 
IGD Voya Global Equity Dividend Fund
+0.24%
+$172.31 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.2%
+$9,862.9 
KDEC INN US Small Cap Beta ETF
+0.18%
+$5,343.25 
AXP American Express Company
+0.16%
+$582.66 
CGBD Carlyle Secured Lending, Inc.
+0.14%
+$239.49 
PLTR Palantir Technologies Inc.
+0.12%
+$436.96 
BANX ArrowMark Financial Corp.
+0.05%
+$157.17 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$120.65 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$659.45 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,796.32 
DLY DoubleLine Yield Opportunities Fund
0%
$0 
ERC Allspring Multi-Sector Income Fund
0%
$0 
KSEP
0%
$0 
RA Brookfield Real Assets Income Fund Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-12.16%
-$75,973.9 
WDC Western Digital Corporation
-11.1%
-$50,879.68 
AMD Advanced Micro Devices, Inc.
-6.62%
-$51,584.46 
BAI iShares A.I. Innovation and Tech Active ETF
-5.34%
-$56,633.45 
MS Morgan Stanley
-5.33%
-$21,217.56 
GS The Goldman Sachs Group, Inc.
-5.17%
-$44,729.56 
ORCL Oracle Corporation
-4.89%
-$35,479.43 
CAT Caterpillar Inc.
-4.74%
-$43,338.29 
AVGO Broadcom Inc.
-4.73%
-$82,321.1 
ETN Eaton Corporation plc
-4.48%
-$18,134.09 
SMH VanEck Semiconductor ETF
-4.18%
-$15,671.78 
CMI Cummins Inc.
-3.44%
-$13,530.94 
SPMO Invesco S&P 500 Momentum ETF
-3.42%
-$32,354.91 
ZVIA Zevia PBC
-3.12%
-$749.26 
ADI Analog Devices, Inc.
-2.91%
-$10,205.44 
NVDA NVIDIA Corporation
-2.77%
-$215,303.06 
CSCO Cisco Systems, Inc.
-2.6%
-$12,820.9 
FTEC Fidelity MSCI Information Technology Index ETF
-2.2%
-$16,241.44 
IYW iShares U.S. Technology ETF
-2.19%
-$47,914.32 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$16,322.8 
GOOGL Alphabet Inc
-1.91%
-$47,368.29 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$10,121.52 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$15,728.55 
GLD SPDR Gold Shares
-1.84%
-$3,622.08 
GOOG Alphabet Inc
-1.81%
-$63,045.71 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$5,349.63 
META Meta Platforms Inc Class A
-1.69%
-$48,489.67 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$33,698 
BLCR iShares Large Cap Core ACT ETF
-1.51%
-$9,754.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$28,371.2 
TSLA Tesla, Inc.
-1.44%
-$7,759.86 
CXE MFS High Income Municipal Trust
-1.35%
-$4,100.85 
RTX RTX Corporation
-1.33%
-$3,434.77 
GBTC Grayscale Bitcoin Trust ETF
-1.29%
-$5,346.25 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$5,771.33 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$14,052.15 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$3,714.08 
JPM JPMorgan Chase & Co.
-1.21%
-$10,630.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.19%
-$2,850.12 
CORO Ishares International Country Rotational Active ETF
-1.11%
-$13,537.6 
BLK BlackRock, Inc.
-1.04%
-$4,328.16 
THRO iShares U.S. Thematic Rotation Active ETF
-1.01%
-$8,418.12 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.01%
-$18,860.1 
VGM Invesco Trust for Investment Grade Municipals
-0.94%
-$1,110.4 
OTF Blue Owl Technology Finance Corp.
-0.92%
-$3,046.18 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$1,863.09 
FDN First Trust Dow Jones Internet Index Fund
-0.83%
-$2,193.82 
SHLD Global X Defense Tech ETF
-0.75%
-$3,529.8 
PMO Putnam Municipal Opportunities Fund
-0.74%
-$1,641.2 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.67%
-$1,561.96 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$14,366.94 
IVV iShares Core S&P 500 ETF
-0.57%
-$53,736.48 
VOO Vanguard S&P 500 ETF
-0.57%
-$2,516.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$36,369.14 
AMZN Amazon.com Inc
-0.55%
-$30,089.17 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$4,344.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$3,453.12 
NUE Nucor Corporation
-0.52%
-$1,530.12 
MHD BlackRock MuniHoldings Fund Inc.
-0.47%
-$593.87 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.46%
-$632.25 
PNI PIMCO New York Municipal Income Fund II
-0.43%
-$786.18 
EOD Allspring Global Dividend Opportunity Fund
-0.38%
-$555.4 
NPFD Nuveen Variable Rate Preferred & Income Fund
-0.32%
-$754.32 
JPC Nuveen Preferred & Income Opportunities Fund
-0.32%
-$615.67 
JRI Nuveen Real Asset Income and Growth Fund
-0.31%
-$546.36 
EOT Eaton Vance National Municipal Opportunities Trust
-0.29%
-$516.2 
NZF Nuveen Municipal Credit Income Fund
-0.28%
-$507.88 
IWM iShares Russell 2000 ETF
-0.26%
-$1,347.5 
CAIE Calamos Autocallable Income ETF
-0.26%
-$668.22 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.25%
-$547.5 
BUFR FT Vestladder Buffer ETF-USD I
-0.24%
-$777.93 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.24%
-$2,027.04 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.24%
-$265.92 
GJUN FT Vest US Equity Moderate Fund
-0.23%
-$770.45 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.23%
-$586 
PCQ PIMCO California Municipal Income Fund
-0.22%
-$654 
FFEB FT Vest US Equity Buffer ETF
-0.21%
-$616.07 
FAPR FT Vest U.S. Equity Buffer ETF
-0.21%
-$1,365.31 
MMU Western Asset Managed Municipals Fund
-0.19%
-$413.3 
MFM MFS Municipal Income Trust
-0.18%
-$701.25 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.18%
-$441.04 
AFB AllianceBernstein National Municipal Income Fund
-0.18%
-$550.26 
GJAN FT Vest US Equity Moderate Fund B
-0.18%
-$1,049.2 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.17%
-$10,074.91 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.17%
-$898.62 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.17%
-$1,266.16 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.16%
-$698.94 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.14%
-$1,429.58 
FNOV FT Vest US Equity Buffer ETF
-0.14%
-$493.76 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.13%
-$285.83 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$581.03 
GDEC FT VEST US Equity Moderate B Fund
-0.12%
-$775.2 
FCAL First Trust California Municipal Fund
-0.12%
-$944.43 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.11%
-$646.25 
FSCO FS Credit Opportunities Corp.
-0.1%
-$214.54 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.1%
-$280.9 
FMB First Trust Managed Municipal Fund
-0.09%
-$228.72 
VO Vanguard Mid-Cap ETF
-0.08%
-$183.82 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$1,565.95 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$659.01 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.06%
-$506.45 
BINC iShares Flexible Income Active ETF
-0.05%
-$231.72 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.05%
-$175.08 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.03%
-$68.66 
SDHY PGIM Short Duration High Yield Fund
-0.03%
-$126.83 
MBB iShares MBS ETF
-0.01%
-$61.33 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
0%
-$1.88 Events
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Dividends
Dividend Analysis
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| Trades 2057 | Longs Won 1236/2057 60% | Profit Factor 7.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,537.9 |
| Average Win $54,994.62 | Best Trade (Mar 31) $2.7M | Sharpe Ratio -18.93 |
| Average Loss -$10,994.52 | Worst Trade (Jun 30) -$633,634.2 | Z-Score 4.13 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $28,644.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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