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:
5.73%
Gain
Monthly
0.22%
Yearly
2.73%
Drawdown
26.86%
$325.63M
Equity
Holdings
$325.63M
Investment
$268.61M
$76.59M
Profit -$1.94M
Realized
$19.56M
Unrealized
$57.02M
Dividends
$17.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.94M
Win %
88%
This Week
Compared To Last Week
Gain
1.24%
Profit
$3.98M
Win %
88%
This Month
Compared to last month
Gain
2.05%
Profit
$6.54M
Win %
88%
This Year
Compared to last year
Gain
9.25%
Profit
$27.58M
Win %
88%
MRK Merck & Co., Inc.
+2.54%
+$11,591.04 
CSCO Cisco Systems, Inc.
+1.86%
+$6,597.36 
MKL Markel Group Inc.
+1.22%
+$129,559.75 
ROST Ross Stores, Inc.
+1.2%
+$52,527.33 
WSM Williams-Sonoma, Inc.
+1.02%
+$11,132.74 
ULTA Ulta Beauty Inc.
+1.01%
+$11,410.6 
CP Canadian Pacific Kansas City Limited
+0.73%
+$1,961.12 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.66%
+$1,886.82 
VOE Vanguard Mid-Cap Value ETF
+0.61%
+$5,683.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$33,781.17 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.55%
+$42,059.25 
SDY SPDR S&P Dividend ETF
+0.52%
+$3,613.71 
PAYX Paychex Inc.
+0.5%
+$5,145.39 
SCHY Schwab International Dividend Equity ETF
+0.45%
+$4,960.16 
ORCL Oracle Corporation
+0.41%
+$888.93 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$960.23 
HD The Home Depot, Inc.
+0.39%
+$911.91 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$1,352.74 
DON WisdomTree U.S. MidCap Dividend Fund
+0.18%
+$731.33 
DSMC Distillate Small/Mid Cash Flow ETF
+0.15%
+$9,575.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.14%
+$549.36 
IWS iShares Russell Mid-Cap Value ETF
+0.14%
+$918.96 
IWC iShares Micro-Cap ETF
+0.1%
+$250.8 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.1%
+$23,628.93 
IWD iShares Russell 1000 Value ETF
+0.09%
+$368.1 
SCHM Schwab U.S. Mid-Cap ETF
+0.09%
+$319.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$740.62 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
0%
+$367.85 
BPRE
0%
$0 
EVMO
0%
$0 
OPPE WisdomTree European Opportunities Fund
0%
-$0.79 
PLTR Palantir Technologies Inc.
-2.6%
-$6,386.7 
TSLA Tesla, Inc.
-2.32%
-$6,568.5 
DXJ WisdomTree Japan Hedged Equity Fund
-2.27%
-$178,959.48 
OPPJ WisdomTree Japan Opportunities Fund
-2.26%
-$285,022.59 
MSFT Microsoft Corp.
-2.2%
-$185,191.38 
GOOGL Alphabet Inc
-2.06%
-$254,294.36 
PAYC Paycom Software, Inc.
-2%
-$102,583.81 
V Visa Inc. Class A
-1.56%
-$299,151.75 
NVDA NVIDIA Corporation
-1.41%
-$6,359.76 
QLTY GMO U.S. Quality ETF
-1.36%
-$23,906.94 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$5,482.08 
MA Mastercard Incorporated
-1.33%
-$83,243.89 
AVDV Avantis International Small Cap Value ETF
-1.31%
-$20,873.28 
SPGI S&P Global Inc.
-1.16%
-$107,053.93 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.1%
-$13,987.68 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.98%
-$13,014.48 
AAPL Apple Inc.
-0.95%
-$16,363.59 
EFX Equifax Inc.
-0.9%
-$50,160.06 
GWX SPDR S&P International Small Cap ETF
-0.89%
-$1,884.89 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$55,776.75 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$4,287.65 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.77%
-$63,589.4 
AMZN Amazon.com Inc
-0.73%
-$70,821 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.73%
-$67,583.76 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.67%
-$5,525.13 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$28,633.01 
MEDP Medpace Holdings Inc.
-0.62%
-$19,113.24 
IVV iShares Core S&P 500 ETF
-0.61%
-$33,848.8 
VOO Vanguard S&P 500 ETF
-0.6%
-$13,698.95 
IDHQ Invesco S&P International Developed Quality ETF
-0.6%
-$171,033.98 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.59%
-$4,793.92 
VONE Vanguard Russell 1000 ETF
-0.58%
-$1,619.76 
SSD Simpson Manufacturing Co., Inc.
-0.55%
-$40,063.38 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$9,034 
NVR NVR, Inc.
-0.48%
-$62,538.18 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.47%
-$15,996.04 
ZTS Zoetis Inc.
-0.35%
-$5,630.85 
QLTI GMO International Quality ETF
-0.32%
-$11,932.47 
INTU Intuit Inc.
-0.32%
-$5,798.55 
EUDG WisdomTree Europe Quality Dividend Growth Fund
-0.24%
-$1,670.83 
MORN Morningstar, Inc.
-0.24%
-$6,459.89 
MDY SPDR S&P MidCap 400 ETF Trust
-0.17%
-$586.8 
LOW Lowe's Companies Inc.
-0.17%
-$13,220.83 
DBEU Xtrackers MSCI Europe Hedged Equity ETF
-0.17%
-$2,785.95 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$807.84 
FYLD Cambria Foreign Shareholder Yield ETF
-0.12%
-$252.76 
IWN iShares Russell 2000 Value ETF
-0.09%
-$555.66 
TJX The TJX Companies, Inc.
-0.08%
-$771.24 
XMHQ Invesco S&P MidCap Quality ETF
-0.07%
-$4,602.45 
DFAT Dimensional US Targeted Value ETF
-0.04%
-$289.8 Events
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Dividends
Dividend Analysis
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| Trades 1543 | Longs Won 1106/1543 71% | Profit Factor 4.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,763.15 |
| Average Win $89,281.19 | Best Trade (Jul 10) $5.92M | Sharpe Ratio -9.72 |
| Average Loss -$50,698.79 | Worst Trade (Jul 10) -$1.73M | Z-Score 6.34 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 4d | Expectancy $49,636.83 |
| 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 | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
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