MP
Megan Parrish Portfolio
Invests via Berkeley Inc. | Managed by P. Stephen White, Megan Parrish, J. Chris Hendrickson
Invests via Berkeley Inc.
Managed by P. Stephen White, Megan Parrish, J. Chris Hendrickson
Automatically Tracked
Senior investment professional focused on growth equity and operational value creation across technology and healthcare sectors. Megan Parrish is known for leading diligence, portfolio company performance programs and capital allocation strategy at mid-market buyouts and venture-backed growth deals. Skilled at board-level governance, financial modeling and cross-functional go-to-market execution, often interfacing with LPs and strategic acquirers.
Senior investment professional focused on growth equity and operational value creation across technology and healthcare sectors. Megan Parrish is known for leading diligence, portfolio company performance programs and capital allocation strategy at mid-market buyouts and venture-backed growth deals. Skilled at board-level governance, financial modeling and cross-functional go-to-market execution, often interfacing with LPs and strategic acquirers.
Investment Philosophy & Strategy
Senior investment professional focused on growth equity and operational value creation across technology and healthcare sectors. Megan Parrish is known for leading diligence, portfolio company performance programs and capital allocation strategy at mid-market buyouts and venture-backed growth deals. Skilled at board-level governance, financial modeling and cross-functional go-to-market execution, often interfacing with LPs and strategic acquirers.
Senior investment professional focused on growth equity and operational value creation across technology and healthcare sectors. Megan Parrish is known for leading diligence, portfolio company performance programs and capital allocation strategy at mid-market buyouts and venture-backed growth deals. Skilled at board-level governance, financial modeling and cross-functional go-to-market execution, often interfacing with LPs and strategic acquirers.
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:
61.52%
Gain +2.2%
Monthly
0.78%
Yearly
9.74%
Drawdown
18.39%
$336.8M
Equity
Holdings
$336.8M
Investment
$264.85M
$89.02M
Profit +$4.56M
Realized
$17.06M
Unrealized
$71.96M
Dividends
$18.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.2%
Profit
$4.56M
Win %
88%
This Week
Compared To Last Week
Gain
1.44%
Profit
$4.76M
Win %
88%
This Month
Compared to last month
Gain
3.6%
Profit
$11.69M
Win %
88%
This Year
Compared to last year
Gain
5.84%
Profit
$18.58M
Win %
86%
INTU Intuit Inc.
+6.41%
+$204,895.04 
CPRT Copart Inc.
+5.5%
+$131,912.61 
ZTS Zoetis Inc.
+4.74%
+$73,852.59 
PAYC Paycom Software, Inc.
+4.16%
+$326,567.91 
SPGI S&P Global Inc.
+3.96%
+$334,999.59 
NVR NVR, Inc.
+3.72%
+$299,116.53 
LOW Lowe's Companies Inc.
+3.71%
+$247,364.22 
PAYX Paychex Inc.
+3.49%
+$23,001.3 
WSM Williams-Sonoma, Inc.
+2.87%
+$9,368.6 
V Visa Inc. Class A
+2.73%
+$565,206.63 
SSD Simpson Manufacturing Co., Inc.
+2.56%
+$165,248.64 
MA Mastercard Incorporated
+2.44%
+$223,031.09 
ORCL Oracle Corporation
+2.43%
+$5,569.69 
ULTA Ulta Beauty Inc.
+2.42%
+$33,007.65 
MEDP Medpace Holdings Inc.
+2.41%
+$95,628.97 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+2.38%
+$569,326.28 
DSMC Distillate Small/Mid Cash Flow ETF
+2.11%
+$129,231.29 
ROST Ross Stores, Inc.
+1.86%
+$80,574.59 
MORN Morningstar, Inc.
+1.79%
+$55,487.15 
EUDG WisdomTree Europe Quality Dividend Growth Fund
+1.65%
+$10,879.79 
MKL Markel Group Inc.
+1.6%
+$164,044.28 
SCHY Schwab International Dividend Equity ETF
+1.6%
+$17,574.87 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+1.44%
+$109,983.24 
QLTI GMO International Quality ETF
+1.4%
+$50,366.69 
SCHD Schwab U.S. Dividend Equity ETF
+1.29%
+$73,943.48 
SDY SPDR S&P Dividend ETF
+1.29%
+$8,694.59 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.28%
+$11,341.07 
DON WisdomTree U.S. MidCap Dividend Fund
+1.28%
+$4,805.5 
TJX The TJX Companies, Inc.
+1.15%
+$10,545.2 
IWS iShares Russell Mid-Cap Value ETF
+1.14%
+$6,797.93 
IDHQ Invesco S&P International Developed Quality ETF
+1.12%
+$322,490.57 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.1%
+$3,046.97 
IWN iShares Russell 2000 Value ETF
+1.05%
+$5,757.48 
DFAT Dimensional US Targeted Value ETF
+1.01%
+$6,819.04 
IWC iShares Micro-Cap ETF
+1%
+$2,075.5 
MSFT Microsoft Corp.
+0.99%
+$112,528.88 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$3,350.66 
SCHA Schwab U.S. Small-Cap ETF
+0.92%
+$5,296.73 
XMHQ Invesco S&P MidCap Quality ETF
+0.9%
+$63,006.42 
QLTY GMO U.S. Quality ETF
+0.75%
+$14,155.35 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.75%
+$122,709.82 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$6,706.82 
USMV iShares MSCI USA Min Vol Factor ETF
+0.72%
+$3,633.7 
WSE Wise Plc
+0.69%
+$3,458.62 
CP Canadian Pacific Kansas City Limited
+0.69%
+$1,701.56 
VTV Vanguard Value ETF
+0.65%
+$1,401.4 
OPPE WisdomTree European Opportunities Fund
+0.64%
+$2,951.86 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$3,273.47 
IWD iShares Russell 1000 Value ETF
+0.59%
+$2,419.76 
MDY SPDR S&P MidCap 400 ETF Trust
+0.54%
+$1,728.62 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.53%
+$2,014.32 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$12,896.15 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
+0.47%
+$7,657.5 
GOOGL Alphabet Inc
+0.41%
+$48,705.28 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$820.96 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.33%
+$30,170.58 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.31%
+$2,519.57 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.29%
+$2,406.11 
FYLD Cambria Foreign Shareholder Yield ETF
+0.17%
+$394.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$1,005.79 
SCHX Schwab U.S. Large-Cap ETF
+0.05%
+$2,316.24 
VONE Vanguard Russell 1000 ETF
+0.04%
+$96.72 BPRE
BPRE
0%
$0 EVMO
EVMO
0%
$0 
INTC Intel Corporation
-4.24%
-$10,354.24 
CSCO Cisco Systems, Inc.
-4.14%
-$15,199.8 
MRVL Marvell Technology, Inc.
-3.89%
-$6,856.9 
TSLA Tesla, Inc.
-1.94%
-$5,169.25 
NVDA NVIDIA Corporation
-1.89%
-$9,114.93 
MU Micron Technology, Inc.
-0.9%
-$2,463 
OPPJ WisdomTree Japan Opportunities Fund
-0.72%
-$95,671.8 
DXJ WisdomTree Japan Hedged Equity Fund
-0.67%
-$54,225.6 
PLTR Palantir Technologies Inc.
-0.63%
-$2,324.1 
IWF iShares Russell 1000 Growth ETF
-0.55%
-$2,299.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.47%
-$1,004.15 
GWX SPDR S&P International Small Cap ETF
-0.38%
-$834.02 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.37%
-$4,908.67 
AAPL Apple Inc.
-0.29%
-$5,199.95 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.27%
-$22,478.76 
AMZN Amazon.com Inc
-0.22%
-$21,748.24 
AVDV Avantis International Small Cap Value ETF
-0.2%
-$4,358.69 
MRK Merck & Co., Inc.
-0.17%
-$877.84 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.11%
-$1,350.71 
SPHQ Invesco S&P 500 Quality ETF
-0.02%
-$1,136.85 
VOO Vanguard S&P 500 ETF
-0.01%
-$324.57 
IVV iShares Core S&P 500 ETF
-0.01%
-$724.8 Events
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Dividends
Dividend Analysis
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| Trades 1614 | Longs Won 1163/1614 72% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,460.11 |
| Average Win $95,962.95 | Best Trade (Oct 15) $5.58M | Sharpe Ratio -9.48 |
| Average Loss -$49,567.85 | Worst Trade (Jun 29) -$1.48M | Z-Score 11.41 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 4d | Expectancy $55,151.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,200 | $1.41M | $1.78M | - | $364,474.26 | 25.78% | -0.292% |
| AMZN Amazon.com Inc | 38,836 | $8.56M | $9.85M | - | $1.29M | 15.02% | -0.22% |
| AVDV Avantis International Small Cap Value ETF | 20,273 | $2.04M | $2.17M | - | $130,383.52 | 6.39% | -0.2% |
| BPRE BPRE | 64,501 | $967,515 | $967,515 | - | - | - | 0.0 |
| CP Canadian Pacific Kansas City Limited | 2,884 | $232,940.46 | $250,071.64 | - | $17,131.18 | 7.35% | +0.685% |
| CPRT Copart Inc. | 91,289 | $2.77M | $2.53M | - | -$240,546.52 | -8.68% | +5.501% |
| CSCO Cisco Systems, Inc. | 3,234 | $173,033.58 | $352,311.96 | - | $179,278.38 | 103.61% | -4.136% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 14,821 | $546,105.09 | $813,969.32 | - | $267,864.23 | 49.05% | +0.311% |
| DBEU Xtrackers MSCI Europe Hedged Equity ETF | 30,630 | $1.15M | $1.65M | - | $493,540.5 | 42.78% | +0.467% |
| DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund | 189,056 | $7.32M | $8.41M | - | $1.09M | 14.9% | -0.267% |
| DFAT Dimensional US Targeted Value ETF | 10,028 | $551,086.78 | $680,500.08 | - | $129,413.3 | 23.48% | +1.012% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 26,590 | $2.23M | $2.64M | - | $411,426.76 | 18.43% | +0.49% |
| DON WisdomTree U.S. MidCap Dividend Fund | 6,865 | $239,320.99 | $380,938.85 | - | $141,617.86 | 59.17% | +1.278% |
| DSMC Distillate Small/Mid Cash Flow ETF | 142,797 | $4.96M | $6.25M | - | $1.28M | 25.85% | +2.113% |
| DSTL Distillate U.S. Fundamental Stability & Value ETF | 361,477 | $18.96M | $24.51M | - | $5.55M | 29.28% | +2.378% |
| DXJ WisdomTree Japan Hedged Equity Fund | 135,564 | $5.74M | $8.09M | - | $2.35M | 40.93% | -0.666% |
| EUDG WisdomTree Europe Quality Dividend Growth Fund | 17,662 | $614,461.04 | $670,449.52 | - | $55,988.48 | 9.11% | +1.65% |
| EVMO EVMO | 189,627 | $9.59M | $9.59M | - | -$209.47 | - | 0.0 |
| FYLD Cambria Foreign Shareholder Yield ETF | 5,635 | $210,367.87 | $225,230.95 | - | $14,863.08 | 7.07% | +0.175% |
| GOOGL Alphabet Inc | 34,543 | $5.49M | $12.06M | - | $6.57M | 119.63% | +0.406% |
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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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FAQ
Which stocks have generated the highest profits for Megan Parrish?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree International Hedged Quality Dividend Growth Fund - $3.79M, Lowe's Companies Inc - $3.28M, Schwab U.S. Dividend Equity ETF - $2.84M, iShares Currency Hedged MSCI EAFE Small-Cap ETF - $1.9M, and VANGUARD SMALL-CAP VALUE ETF - $1.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Equifax Inc - $2.37M, 3M Company - $1.15M, Zoetis Inc - $1.11M, Logitech International S.A - $835,652.14, and Paycom Software, Inc - $808,221.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Megan Parrish's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.74M earned over time. The largest contributors to dividend income include WisdomTree International Hedged Quality Dividend Growth Fund - $1.93M, iShares Currency Hedged MSCI EAFE Small-Cap ETF - $1.85M, Lowe's Companies Inc - $903,628.85, Schwab U.S. Dividend Equity ETF - $885,389.74, and Invesco S&P International Developed Quality ETF - $650,206.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Megan Parrish's monthly returns?
Megan Parrish's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Megan Parrish's strategy be considered aggressive or moderate?
Megan Parrish's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Megan Parrish's strategy?
Megan Parrish's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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