HG
Heather Greenwood Portfolio
Invests via Cobblestone Asset Management LLC | Managed by Heather Greenwood
Invests via Cobblestone Asset Management LLC
Managed by Heather Greenwood
Automatically Tracked
Heather Greenwood Profile
Growth-stage investor and operator focused on scaling technology and consumer businesses. Heather Greenwood brings experience in go-to-market strategy, revenue operations and board-level governance, with a track record of sourcing and scaling Series B–C companies. Actively deploys growth equity into SaaS, consumer platforms and fintech, advising management teams on commercial acceleration, KPI-driven performance and exit preparation.
Growth-stage investor and operator focused on scaling technology and consumer businesses. Heather Greenwood brings experience in go-to-market strategy, revenue operations and board-level governance, with a track record of sourcing and scaling Series B–C companies. Actively deploys growth equity into SaaS, consumer platforms and fintech, advising management teams on commercial acceleration, KPI-driven performance and exit preparation.
Investment Philosophy & Strategy
Growth equity investor and operator who prioritizes scalable go-to-market plays and KPI-driven commercial acceleration. Focuses on Series B–C technology and consumer platform businesses—particularly SaaS and fintech—deploying capital alongside hands-on revenue operations support and board governance. Investment decisions emphasize unit economics, repeatable sales motion, clear path to profitability or strategic exit, and partnerships that unlock ARR expansion over a 3–7 year horizon with disciplined risk management.
Growth equity investor and operator who prioritizes scalable go-to-market plays and KPI-driven commercial acceleration. Focuses on Series B–C technology and consumer platform businesses—particularly SaaS and fintech—deploying capital alongside hands-on revenue operations support and board governance. Investment decisions emphasize unit economics, repeatable sales motion, clear path to profitability or strategic exit, and partnerships that unlock ARR expansion over a 3–7 year horizon with disciplined risk management.
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:
19.5%
Gain
Monthly
0.53%
Yearly
6.59%
Drawdown
25.47%
$244.69M
Equity
Holdings
$244.69M
Investment
$205.29M
$63.79M
Profit -$1.73M
Realized
$24.39M
Unrealized
$39.4M
Dividends
$13.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.73M
Win %
66%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.6M
Win %
66%
This Month
Compared to last month
Gain
-1.09%
Profit
-$2.69M
Win %
66%
This Year
Compared to last year
Gain
10.13%
Profit
$22.5M
Win %
69%
GNL Global Net Lease, Inc.
+4.88%
+$19,551.08 
MCK McKesson Corporation
+4.79%
+$10,536.31 
CSX CSX Corporation
+2.7%
+$46,508.73 
PM Philip Morris International Inc.
+2.67%
+$53,940.62 
MO Altria Group, Inc.
+2.18%
+$17,417.4 
TFC Truist Financial Corporation
+1.95%
+$5,705.17 
BMY Bristol-Myers Squibb Company
+1.7%
+$14,946 
IBM International Business Machines Corporation
+1.44%
+$3,050.01 
NEU NewMarket Corporation
+1.39%
+$20,900 
MSFT Microsoft Corp.
+1.38%
+$10,914.56 
AAPL Apple Inc.
+1.12%
+$32,137.44 
D Dominion Energy, Inc.
+0.63%
+$2,142 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$80,718.75 
AMZN Amazon.com Inc
+0.31%
+$1,164.8 
GOOG Alphabet Inc
+0.17%
+$510.57 
BKLN Invesco Senior Loan ETF
+0.02%
+$238.75 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$2,731.82 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-11.64%
-$43,183 
QS QuantumScape Corp
-9.1%
-$6,192.81 
INTC Intel Corporation
-5.2%
-$76,670.85 
BAI iShares A.I. Innovation and Tech Active ETF
-4.68%
-$335,416.37 
JOBY Joby Aviation, Inc.
-4.51%
-$26,229.98 
EWY iShares MSCI South Korea ETF
-4.14%
-$35,713 
PSLV Sprott Physical Silver Trust
-3.02%
-$49,444.64 
PLUG Plug Power Inc.
-2.94%
-$7,883.2 
SPMO Invesco S&P 500 Momentum ETF
-2.87%
-$189,290.41 
NVDA NVIDIA Corporation
-2.44%
-$7,542.08 
ETHA iShares Ethereum Trust
-2.41%
-$41,534.72 
JGRO JPMorgan Active Growth ETF
-1.99%
-$24,671.47 
COIN Coinbase Global, Inc.
-1.91%
-$24,060.8 
ACB Aurora Cannabis Inc.
-1.88%
-$1,382.5 
GLD SPDR Gold Shares
-1.78%
-$3,844.56 
IAU iShares Gold Trust
-1.73%
-$20,671.2 
PHYS Sprott Physical Gold Trust
-1.65%
-$11,120.1 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.47%
-$51,050.03 
TSLA Tesla, Inc.
-1.43%
-$6,119.81 
CRWD CrowdStrike Holdings, Inc.
-1.35%
-$57,407.04 
EZA iShares MSCI South Africa ETF
-1.24%
-$25,254.72 
BLCR iShares Large Cap Core ACT ETF
-1.23%
-$54,514.48 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$130,566.16 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$151,840.08 
EFG iShares MSCI EAFE Growth ETF
-1.11%
-$65,905.85 
EWZ iShares MSCI Brazil ETF
-1.1%
-$15,091.76 
EPOL iShares MSCI Poland ETF
-1%
-$15,964.17 
GSOL Grayscale Solana Trust
-0.86%
-$8,621.85 
IVLU iShares MSCI International Value Factor ETF
-0.86%
-$76,579.92 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.82%
-$6,420.98 
ECH iShares MSCI Chile ETF
-0.8%
-$11,106.56 
IBIT iShares Bitcoin Trust
-0.77%
-$22,098.62 
EWQ iShares MSCI France ETF
-0.77%
-$5,604.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.75%
-$89,097.51 
THRO iShares U.S. Thematic Rotation Active ETF
-0.71%
-$39,295.29 
PLTR Palantir Technologies Inc.
-0.52%
-$1,337.87 
JPM JPMorgan Chase & Co.
-0.47%
-$1,306.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$38,950.4 
IVV iShares Core S&P 500 ETF
-0.38%
-$82,586.2 
EWW iShares MSCI Mexico ETF
-0.37%
-$2,696.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$18,717.05 
PANW Palo Alto Networks, Inc.
-0.24%
-$12,126.86 
CAIE Calamos Autocallable Income ETF
-0.2%
-$632.77 
NIO Nio Inc.
-0.2%
-$922.48 
IAGG iShares International Aggregate Bond Fund
-0.19%
-$8,277.83 
GOVT iShares U.S. Treasury Bond ETF
-0.15%
-$9,731.08 
SYSB iShares Systematic Bond ETF
-0.15%
-$959.27 
MBB iShares MBS ETF
-0.13%
-$7,660.2 
JBND JPMorgan Active Bond ETF
-0.12%
-$11,560.77 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.12%
-$1,011.8 
JQUA JPMorgan U.S. Quality Factor ETF
-0.08%
-$4,962.54 
INDA ISHARES MSCI INDIA ETF
-0.06%
-$865.35 
BINC iShares Flexible Income Active ETF
-0.06%
-$1,883.67 
JPIE JPMorgan Income ETF
-0.01%
-$96.56 
JVAL JPMorgan U.S. Value Factor ETF
-0.01%
-$114.61 Events
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Dividends
Dividend Analysis
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| Trades 542 | Longs Won 367/542 67% | Profit Factor 13.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,663.54 |
| Average Win $187,429.44 | Best Trade (Jul 16) $4.56M | Sharpe Ratio -10.19 |
| Average Loss -$28,558.81 | Worst Trade (Jul 13) -$1.15M | Z-Score 0.84 (59.72%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy $117,691.53 |
| 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 | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
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Returns
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