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:
54.79%
Gain +2.38%
Monthly
0.81%
Yearly
10.11%
Drawdown
18.4%
$338.91M
Equity
Holdings
$338.91M
Investment
$264.85M
$91.36M
Profit +$5.09M
Realized
$17.29M
Unrealized
$74.06M
Dividends
$18.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.38%
Profit
$5.09M
Win %
91%
This Week
Compared To Last Week
Gain
1.52%
Profit
$5.09M
Win %
91%
This Month
Compared to last month
Gain
3.17%
Profit
$10.42M
Win %
91%
This Year
Compared to last year
Gain
6.58%
Profit
$20.92M
Win %
88%
AMZN Amazon.com Inc
+15.32%
+$1.4M 
GOOGL Alphabet Inc
+6.73%
+$776,181.21 
MSFT Microsoft Corp.
+3.02%
+$289,724.43 
NVDA NVIDIA Corporation
+2.93%
+$12,436.4 
MRVL Marvell Technology, Inc.
+2.32%
+$3,058.68 
CSCO Cisco Systems, Inc.
+2.14%
+$7,858.62 
ORCL Oracle Corporation
+1.81%
+$4,058.67 
ZTS Zoetis Inc.
+1.66%
+$26,065.64 
PAYC Paycom Software, Inc.
+1.51%
+$80,244.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,899.2 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,105.32 
TSLA Tesla, Inc.
+0.76%
+$1,710.99 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,009.98 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,775.69 
QLTY GMO U.S. Quality ETF
+0.7%
+$12,439.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$37,099.52 
PLTR Palantir Technologies Inc.
+0.65%
+$1,464 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$29,339.04 
VONE Vanguard Russell 1000 ETF
+0.64%
+$1,716.78 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$40,369.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,483.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$12,497.3 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,802.64 
PAYX Paychex Inc.
+0.44%
+$3,103.35 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$67,782.57 
MRK Merck & Co., Inc.
+0.32%
+$1,469.07 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$18,531.3 
INTU Intuit Inc.
+0.18%
+$5,873.35 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$10,199.1 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$451.08 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$61.4 
VYM Vanguard High Dividend Yield ETF
0%
$0 BPRE
BPRE
0%
$0 EVMO
EVMO
0%
$0 
AAPL Apple Inc.
-7.35%
-$127,504 
MU Micron Technology, Inc.
-5.9%
-$15,488.98 
NVR NVR, Inc.
-2.25%
-$198,565.79 
WSM Williams-Sonoma, Inc.
-2%
-$6,281.69 
CPRT Copart Inc.
-1.52%
-$41,080.05 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$189,065.7 
TJX The TJX Companies, Inc.
-1.21%
-$12,345.54 
LOW Lowe's Companies Inc.
-1.08%
-$80,446.6 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$305,867.34 
INTC Intel Corporation
-1.02%
-$2,314.77 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$73,119.29 
ULTA Ulta Beauty Inc.
-0.76%
-$8,989.41 
QLTI GMO International Quality ETF
-0.76%
-$27,675.62 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$6,238.05 
SPGI S&P Global Inc.
-0.74%
-$63,484.74 
MA Mastercard Incorporated
-0.74%
-$64,306.81 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$57,840.64 
IWC iShares Micro-Cap ETF
-0.7%
-$1,577.39 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$1,422.74 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,586.59 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$5,187.35 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.62%
-$8,325.58 
ROST Ross Stores, Inc.
-0.59%
-$28,173.06 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,682.46 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.54%
-$46,129.66 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.53%
-$8,882.7 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.51%
-$39,849 
WSE Wise Plc
-0.5%
-$2,494.2 
EUDG WisdomTree Europe Quality Dividend Growth Fund
-0.5%
-$3,497.08 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$5,481.44 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$10,136.5 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$30,316 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,334.15 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$86,754.48 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,895.43 
MORN Morningstar, Inc.
-0.28%
-$8,360.95 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,951.84 
VTV Vanguard Value ETF
-0.27%
-$578.19 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$957.33 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,445.9 
DSMC Distillate Small/Mid Cash Flow ETF
-0.24%
-$14,850.89 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,182.51 
MEDP Medpace Holdings Inc.
-0.21%
-$7,652.89 
MKL Markel Group Inc.
-0.2%
-$21,751.42 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,820.64 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$610.39 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,103.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$425.43 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$225.4 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$343.25 
OPPE WisdomTree European Opportunities Fund
-0.08%
-$366.99 
V Visa Inc. Class A
-0.04%
-$7,394.69 Events
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Dividends
Dividend Analysis
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| Trades 1614 | Longs Won 1173/1614 72% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,565.51 |
| Average Win $95,648.03 | Best Trade (Aug 05) $6.41M | Sharpe Ratio -9.45 |
| Average Loss -$47,250.64 | Worst Trade (Jun 29) -$1.48M | Z-Score 13.51 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4w 1d | Expectancy $56,603.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,200 | $1.41M | $1.61M | - | $192,614.26 | 13.62% | -7.354% |
| AMZN Amazon.com Inc | 38,836 | $8.56M | $10.55M | - | $1.99M | 23.21% | +15.321% |
| AVDV Avantis International Small Cap Value ETF | 20,273 | $2.04M | $2.12M | - | $81,221.5 | 3.98% | -0.476% |
| BPRE BPRE | 64,501 | $967,515 | $967,515 | - | - | - | 0.0 |
| CP Canadian Pacific Kansas City Limited | 2,884 | $232,940.46 | $256,358.76 | - | $23,418.3 | 10.05% | +0.828% |
| CPRT Copart Inc. | 91,289 | $2.77M | $2.66M | - | -$112,285.47 | -4.05% | -1.522% |
| CSCO Cisco Systems, Inc. | 3,234 | $173,033.58 | $375,111.66 | - | $202,078.08 | 116.79% | +2.14% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 14,821 | $546,105.09 | $814,413.95 | - | $268,308.86 | 49.13% | -0.633% |
| DBEU Xtrackers MSCI Europe Hedged Equity ETF | 30,630 | $1.15M | $1.66M | - | $508,242.9 | 44.05% | -0.532% |
| DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund | 189,056 | $7.32M | $8.46M | - | $1.14M | 15.63% | -0.542% |
| DFAT Dimensional US Targeted Value ETF | 10,028 | $551,086.78 | $709,280.44 | - | $158,193.66 | 28.71% | -0.155% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 26,590 | $2.23M | $2.56M | - | $332,587.41 | 14.9% | +0.49% |
| DON WisdomTree U.S. MidCap Dividend Fund | 6,865 | $239,320.99 | $394,874.8 | - | $155,553.81 | 65% | -0.087% |
| DSMC Distillate Small/Mid Cash Flow ETF | 142,797 | $4.96M | $6.08M | - | $1.12M | 22.57% | -0.244% |
| DSTL Distillate U.S. Fundamental Stability & Value ETF | 361,477 | $18.96M | $23.57M | - | $4.61M | 24.32% | -0.367% |
| DXJ WisdomTree Japan Hedged Equity Fund | 45,188 | $5.74M | $7.85M | - | $2.1M | 36.64% | -0.732% |
| EUDG WisdomTree Europe Quality Dividend Growth Fund | 17,662 | $614,461.04 | $699,627.14 | - | $85,166.1 | 13.86% | -0.497% |
| EVMO EVMO | 189,627 | $9.59M | $9.59M | - | -$209.47 | - | 0.0 |
| FYLD Cambria Foreign Shareholder Yield ETF | 5,635 | $210,367.87 | $221,511.85 | - | $11,143.98 | 5.3% | -0.102% |
| GOOGL Alphabet Inc | 34,543 | $5.49M | $12.3M | - | $6.81M | 124.09% | +6.734% |
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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 - $3.77M, Lowe's Companies Inc - $3.28M, Schwab U.S. Dividend Equity ETF - $2.79M, 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 - $820,554.28. 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 $18.11M earned over time. The largest contributors to dividend income include WisdomTree International Hedged Quality Dividend Growth Fund - $1.91M, iShares Currency Hedged MSCI EAFE Small-Cap ETF - $1.85M, Lowe's Companies Inc - $903,628.85, Schwab U.S. Dividend Equity ETF - $840,088.74, and Invesco S&P International Developed Quality ETF - $573,739.78. 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.
