AB
Alyssa Bentz Portfolio
Invests via DIAMOND HI LLCAPITAL MANAGEMENT Inc. | Managed by Matthew Stadelman, Chuck Bath, Austin Hawley, Henry Song, Mark Jackson
Invests via DIAMOND HI LLCAPITAL MANAGEMENT Inc.
Managed by Matthew Stadelman, Chuck Bath, Austin Hawley, Henry Song, Mark Jackson
Automatically Tracked
Alyssa Bentz Profile
Alyssa Bentz is a seasoned operating executive with extensive experience in the tech industry, particularly in product development and market strategy. Over her career, she has been instrumental in scaling innovative solutions that enhance customer engagement and drive revenue growth. Her leadership at multiple startups highlights her capability to navigate fast-paced environments while fostering collaboration across teams. Known for leveraging data-driven insights, she guides organizations through crucial transformation phases to achieve operational excellence. Alyssa's commitment to enhancing user experiences positions her as a relevant figure within entrepreneurial circles focused on technology commercialization.
Alyssa Bentz is a seasoned operating executive with extensive experience in the tech industry, particularly in product development and market strategy. Over her career, she has been instrumental in scaling innovative solutions that enhance customer engagement and drive revenue growth. Her leadership at multiple startups highlights her capability to navigate fast-paced environments while fostering collaboration across teams. Known for leveraging data-driven insights, she guides organizations through crucial transformation phases to achieve operational excellence. Alyssa's commitment to enhancing user experiences positions her as a relevant figure within entrepreneurial circles focused on technology commercialization.
Investment Philosophy & Strategy
Alyssa Bentz brings a strategic focus on innovation and customer engagement that drives her investment decisions. Leveraging her extensive experience in tech product development, she excels at identifying transformative opportunities within the startup ecosystem. Her track record reflects an acute awareness of market dynamics and an ability to adapt strategies that capitalize on emerging trends. With a strong entrepreneurial mindset, she fosters collaboration among teams to navigate complex challenges effectively, aligning operational improvements with long-term growth potential. This approach ensures that any ventures undertaken not only resonate with user needs but also contribute significantly to industry advancements.
Alyssa Bentz brings a strategic focus on innovation and customer engagement that drives her investment decisions. Leveraging her extensive experience in tech product development, she excels at identifying transformative opportunities within the startup ecosystem. Her track record reflects an acute awareness of market dynamics and an ability to adapt strategies that capitalize on emerging trends. With a strong entrepreneurial mindset, she fosters collaboration among teams to navigate complex challenges effectively, aligning operational improvements with long-term growth potential. This approach ensures that any ventures undertaken not only resonate with user needs but also contribute significantly to industry advancements.
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:
25.08%
Gain +0.14%
Monthly
0.25%
Yearly
3.09%
Drawdown
15.38%
$340.21M
Equity
Holdings
$340.21M
Investment
$169.91M
$170.3M
Profit +$489,154.23
Realized
-$0
Unrealized
$170.3M
Dividends
$68.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.14%
Profit
$489,154.23
Win %
80%
This Week
Compared To Last Week
Gain
0.92%
Profit
$3.11M
Win %
80%
This Month
Compared to last month
Gain
2.41%
Profit
$8M
Win %
80%
This Year
Compared to last year
Gain
5.75%
Profit
$18.49M
Win %
80%
MRK Merck & Co., Inc.
+3.8%
+$279,498.67 
KMB Kimberly-Clark Corporation
+1.14%
+$5,256.72 
COP ConocoPhillips
+1.02%
+$204,398.84 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$14,000 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
ALL Allstate Corporation
0%
-$1.5 
APA APA Corporation
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BC Brunswick Corporation
0%
$0 
BCO Brink's Company
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
+$0.34 
CMA Comerica Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FMCC Freddie Mac
0%
$0 
FRME First Merchants Corporation
0%
+$0.05 
GBX Greenbrier Companies, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
LXP LXP Industrial Trust
0%
$0 
NSC Norfolk Southern Corporation
0%
+$1.38 
PAA Plains All American Pipeline, L.P.
0%
$0 
SRCE 1st Source Corporation
0%
$0 
SWN Southwestern Energy Co
0%
$0 
TRN Trinity Industries Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
VVI Viad Corp
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XEC Cimarex Energy Co
0%
$0 
WBK Westpac Banking Corp
0%
$0 
FDC First Data Corp
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
MYL Mylan NV
0%
$0 
APC Arko Petroleum Corp.
0%
$0 
MZTI The Marzetti Company
0%
$0 HCR
HCR
0%
$0 CFC
CFC
0%
$0 FO
FO
0%
$0 DLM
DLM
0%
$0 NCC
NCC
0%
$0 SOTR
SOTR
0%
$0 MEL
MEL
0%
$0 MER
MER
0%
$0 PHS
PHS
0%
$0 AM
AM
0%
$0 RAS
RAS
0%
$0 UIC
UIC
0%
$0 USON
USON
0%
$0 CF
CF
0%
$0 SAF
SAF
0%
$0 BDK
BDK
0%
$0 WAMU
WAMUQ
0%
$0 BOW
BOW
0%
$0 TZIX
TZIX
0%
$0 BLC
BLC
0%
$0 MWV
MWV
0%
$0 BKI
BKI
0%
$0 VVTV
VVTV
0%
$0 LNET
LNETQ
0%
$0 KDN
KDN
0%
$0 LUFK
LUFK
0%
$0 CORS
CORSQ
0%
$0 MXWL
MXWL
0%
$0 CARS
CARS
0%
$0 SLGP
SLGPRC
0%
$0 APFC
APFC
0%
$0 MAIR
MAIR
0%
$0 1250
12500Q102
0%
$0 SATH
SATH
0%
$0 UAG
UAG
0%
$0 VVC
VVC
0%
$0 HTG
HTG
0%
$0 DHC
DHC
0%
$0 FSNM
FSNMQ
0%
$0 3201
320103104
0%
$0 ITLA
ITLA
0%
$0 QCBC
QCBC
0%
$0 TPP
TPP
0%
$0 MMAB
MMAB
0%
$0 CPIC
CPICQ
0%
$0 1400
140065103
0%
$0 MAFB
MAFB
0%
$0 KPP
KPP
0%
$0 VLI
VLI
0%
$0 NRGY
NRGY
0%
$0 PVR
PVR
0%
$0 PPX
PPX
0%
$0 OFCP
OFCPRH
0%
$0 
GEF-B Greif, Inc.
0%
$0 4269
426918108
0%
$0 6950
695025106
0%
$0 2643
264396201
0%
$0 GRMP
GRMPR
0%
$0 6386
63861E204
0%
$0 OGEP
OGEPR
0%
$0 0020
00206J209
0%
$0 NRN
NRN
0%
$0 6920
692070204
0%
$0 SUGP
SUGPRC
0%
$0 ACEP
ACEPRCCL
0%
$0 3913
391369204
0%
$0 7434
743410508
0%
$0 8731
873167209
0%
$0 LEHF
LEHFQ
0%
$0 XLPR
XLPRA
0%
$0 XLPR
XLPRB
0%
$0 2947
294741608
0%
$0 9090
90905Q109
0%
$0 2685
26853P206
0%
$0 2332
23329F201
0%
$0 ACEP
ACEPRA
0%
$0 NOCP
NOCPRE
0%
$0 LXPP
LXPPRBCL
0%
$0 CARS
CARSP
0%
$0 5251
52518B200
0%
$0 2198
21988G486
0%
$0 4662
46625H852
0%
$0 THB
THB
0%
$0 REPR
REPRA
0%
$0 CBLP
CBLPRC
0%
$0 1248
124830308
0%
$0 XFH
XFH
0%
$0 9476
947626107
0%
$0 KVW
KVW
0%
$0 0103
010392587
0%
$0 1261
12615P205
0%
$0 2200
22002T207
0%
$0 2208
22082J202
0%
$0 DFYC
DFYCL
0%
$0 DDRP
DDRPRG
0%
$0 2643
264399668
0%
$0 2644
264411844
0%
$0 2936
29364L847
0%
$0 GBPP
GBPPR
0%
$0 HCNP
HCNPRD
0%
$0 HPCC
HPCCP
0%
$0 INKP
INKPQ
0%
$0 XFL
XFL
0%
$0 XFK
XFK
0%
$0 KRBP
KRBPRE
0%
$0 MLSP
MLSPRE
0%
$0 NXYP
NXYPRB
0%
$0 PJS
PJS
0%
$0 DKIC
DKICL
0%
$0 UZG
UZG
0%
$0 WISL
WISLI
0%
$0 
FMCCH Freddie Mac 5.1% Perpetual Preferred Stock
-0.75%
-$371 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 154 | Longs Won 32/154 20% | Profit Factor 16.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.84M |
| Average Win $5.65M | Best Trade (Oct 15) $41.1M | Sharpe Ratio 0 |
| Average Loss -$87,274.81 | Worst Trade (Oct 15) -$6.18M | Z-Score -4.73 (100%) |
| Commissions $0 | Avg. Trade Length 22y 9m 3w 3d | Expectancy $1.11M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.45% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0020 00206J209 | 67,300 | $1.68M | $1.68M | - | - | - | 0.0 |
| 0103 010392587 | 11,700 | $298,000 | $298,000 | - | - | - | 0.0 |
| 1248 124830308 | 6,000 | $329,000 | $329,000 | - | - | - | 0.0 |
| 1250 12500Q102 | 8,600 | $301,000 | $301,000 | - | - | - | 0.0 |
| 1261 12615P205 | 23,000 | $582,000 | $582,000 | - | - | - | 0.0 |
| 1400 140065103 | 7,693 | $304,000 | $304,000 | - | - | - | 0.0 |
| 2198 21988G486 | 17,000 | $440,000 | $440,000 | - | - | - | 0.0 |
| 2200 22002T207 | 26,000 | $670,000 | $670,000 | - | - | - | 0.0 |
| 2208 22082J202 | 15,900 | $440,000 | $440,000 | - | - | - | 0.0 |
| 2332 23329F201 | 11,000 | $285,000 | $285,000 | - | - | - | 0.0 |
| 2643 264396201 | 11,000 | $278,000 | $278,000 | - | - | - | 0.0 |
| 2643 264399668 | 3,000 | $312,000 | $312,000 | - | - | - | 0.0 |
| 2644 264411844 | 28,000 | $702,000 | $702,000 | - | - | - | 0.0 |
| 2685 26853P206 | 16,000 | $407,000 | $407,000 | - | - | - | 0.0 |
| 2936 29364L847 | 2,067 | $205,000 | $205,000 | - | - | - | 0.0 |
| 2947 294741608 | 8,800 | $221,000 | $221,000 | - | - | - | 0.0 |
| 3201 320103104 | 6,707 | $390,000 | $390,000 | - | - | - | 0.0 |
| 3913 391369204 | 11,400 | $289,000 | $289,000 | - | - | - | 0.0 |
| 4269 426918108 | 13,120 | $541,000 | $541,000 | - | - | - | 0.0 |
| 4662 46625H852 | 35,000 | $1.76M | $1.76M | - | - | - | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Alyssa Bentz?
The largest contributions to the portfolio's profits come from the following stocks: Norfolk Southern Corporation - $8.46M, Allstate Corporation - $6.52M, ConocoPhillips - $6.2M, Trinity Industries Inc - $6.2M, and Weyerhaeuser Company - $4.95M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Alyssa Bentz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.94M earned over time. The largest contributors to dividend income include Norfolk Southern Corporation - $8.46M, Allstate Corporation - $6.52M, ConocoPhillips - $6.2M, Trinity Industries Inc - $6.2M, and Weyerhaeuser Company - $4.95M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alyssa Bentz's monthly returns?
Alyssa Bentz'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 Alyssa Bentz's strategy be considered aggressive or moderate?
Alyssa Bentz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Alyssa Bentz's strategy?
Alyssa Bentz's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
