RENEE PILKENTON Portfolio
Invests via Exchange Bank | Managed by Renee Pilkenton
Invests via Exchange Bank
Managed by Renee Pilkenton
Automatically Tracked
RENEE PILKENTON Profile
Veteran healthcare executive and investor with experience across public and private markets, Renee Pilkenton focuses on commercial strategy, corporate development and governance for biopharma and medtech companies. Background blends operating leadership with transaction oversight, board service and capital-raising advisory; frequently engages with PE and VC investors on go-to-market and licensing outcomes.
Veteran healthcare executive and investor with experience across public and private markets, Renee Pilkenton focuses on commercial strategy, corporate development and governance for biopharma and medtech companies. Background blends operating leadership with transaction oversight, board service and capital-raising advisory; frequently engages with PE and VC investors on go-to-market and licensing outcomes.
Investment Philosophy & Strategy
Combines healthcare operating experience with investor discipline to back commercially-driven biopharma and medtech opportunities. Prioritizes companies with clear go‑to‑market pathways, durable reimbursement or licensing optionality, and measurable commercial milestones. Prefers stage-flexible capital deployment that de-risks through governance, board engagement and pragmatic corporate development—often partnering with PE/VC to bridge technical value into scalable revenue. Time horizon is medium-to-long, with strict milestone-based risk controls and focus on return via commercialization or strategic exit.
Combines healthcare operating experience with investor discipline to back commercially-driven biopharma and medtech opportunities. Prioritizes companies with clear go‑to‑market pathways, durable reimbursement or licensing optionality, and measurable commercial milestones. Prefers stage-flexible capital deployment that de-risks through governance, board engagement and pragmatic corporate development—often partnering with PE/VC to bridge technical value into scalable revenue. Time horizon is medium-to-long, with strict milestone-based risk controls and focus on return via commercialization or strategic exit.
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:
4.33%
Gain
Monthly
0.12%
Yearly
1.45%
Drawdown
29.08%
$161.1M
Equity
Holdings
$161.1M
Investment
$118.85M
$46.88M
Profit +$478,337.73
Realized
$4.63M
Unrealized
$42.25M
Dividends
$8.46M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$478,337.73
Win %
72%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$79,957.57
Win %
72%
This Month
Compared to last month
Gain
0.4%
Profit
$644,539.8
Win %
72%
This Year
Compared to last year
Gain
0.31%
Profit
$511,270.59
Win %
72%
ABT Abbott Laboratories
+10.99%
+$29,278.15 
BR Broadridge Financial Solutions, Inc.
+4.02%
+$13,331.25 
GPC Genuine Parts Company
+3.55%
+$7,649.7 
ADP Automatic Data Processing Inc.
+3.54%
+$49,835.64 
MDT Medtronic plc
+3.5%
+$7,884.72 
UNP Union Pacific Corporation
+3.45%
+$93,191.7 
ITW Illinois Tool Works Inc.
+3.44%
+$16,486.11 
MRK Merck & Co., Inc.
+3.42%
+$60,658.32 
UNH UnitedHealth Group Incorporated
+3.23%
+$6,526.28 
MDLZ Mondelez International, Inc.
+3.12%
+$19,357.74 
ABBV AbbVie Inc.
+3.1%
+$31,377.65 
NSC Norfolk Southern Corporation
+2.94%
+$49,084.92 
CL Colgate-Palmolive Company
+2.93%
+$10,577.96 
MRSH Marsh & McLennan Companies, Inc.
+2.89%
+$31,374.76 
PM Philip Morris International Inc.
+2.88%
+$52,117.67 
MCD McDonald's Corporation
+2.83%
+$18,402.93 
CSX CSX Corporation
+2.78%
+$10,752.5 
TJX The TJX Companies, Inc.
+2.68%
+$6,569.04 
PEP PepsiCo, Inc.
+2.64%
+$17,105.24 
LOW Lowe's Companies Inc.
+2.55%
+$12,388.8 
VLO Valero Energy Corporation
+2.53%
+$7,681.2 
IBM International Business Machines Corporation
+2.51%
+$60,974.84 
MO Altria Group, Inc.
+2.5%
+$23,402.72 
COST Costco Wholesale Corporation
+2.48%
+$18,816.28 
BDX Becton, Dickinson and Company
+2.42%
+$10,624.57 
KO The Coca-Cola Company
+2.4%
+$61,342.38 
MA Mastercard Incorporated
+2.21%
+$14,883.6 
WMT Walmart Inc.
+2.18%
+$69,433 
HBAN Huntington Bancshares Incorporated
+2.12%
+$14,639.24 
TGT Target Corporation
+1.97%
+$27,349.14 
BMY Bristol-Myers Squibb Company
+1.84%
+$31,650.48 
V Visa Inc. Class A
+1.84%
+$15,706.68 
DIS The Walt Disney Company
+1.81%
+$5,783.36 
HD The Home Depot, Inc.
+1.78%
+$16,330.85 
PG Procter & Gamble Co
+1.77%
+$60,620.7 
MSFT Microsoft Corp.
+1.59%
+$60,822.88 
COF Capital One Financial Corporation
+1.47%
+$3,167.25 
LLY Eli Lilly and Company
+1.27%
+$15,983.15 
CVX Chevron Corporation
+1.26%
+$50,362.92 
PFE Pfizer Inc.
+1.25%
+$7,138.5 
CTVA Corteva Inc.
+1.21%
+$2,533.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$7,535.7 
DE Deere & Company
+1.04%
+$2,050.2 
XOM Exxon Mobil Corporation
+1.02%
+$35,867.8 
EPD Enterprise Products Partners L.P.
+0.96%
+$2,412.36 
JNJ Johnson & Johnson
+0.96%
+$63,516 
DUK Duke Energy Corporation
+0.91%
+$3,440.85 
MMM 3M Company
+0.9%
+$4,849.92 
AAPL Apple Inc.
+0.9%
+$82,620.14 
EMR Emerson Electric Co.
+0.9%
+$4,705.54 
TRV The Travelers Companies, Inc.
+0.88%
+$2,241.7 
ES Eversource Energy
+0.81%
+$1,736.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.79%
+$4,560.02 
GL Globe Life Inc.
+0.77%
+$9,483.75 
FDX FedEx Corporation
+0.77%
+$6,500.72 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$6,506.5 
NFLX Netflix, Inc.
+0.47%
+$1,487.5 
LIN Linde plc
+0.41%
+$1,073.28 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$2,806.36 
LMT Lockheed Martin Corporation
+0.34%
+$973.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$3,389.25 
AMZN Amazon.com Inc
+0.33%
+$6,463.8 
AXP American Express Company
+0.32%
+$2,978.91 
PNC The PNC Financial Services Group, Inc.
+0.3%
+$934.8 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$6,243.59 
GOOG Alphabet Inc
+0.12%
+$2,942.22 
GOOGL Alphabet Inc
+0.11%
+$4,074.48 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$530.7 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.22%
-$26,789.28 
INTC Intel Corporation
-6.11%
-$14,580.22 
GE General Electric Company
-5.61%
-$77,181.95 
AMD Advanced Micro Devices, Inc.
-5.56%
-$12,259.8 
ETN Eaton Corporation plc
-4.95%
-$11,476.04 
MCHP Microchip Technology Incorporated
-4.67%
-$13,371.54 
LRCX Lam Research Corporation
-4.6%
-$21,169.96 
ORCL Oracle Corporation
-4.37%
-$33,222.74 
CAT Caterpillar Inc.
-3.77%
-$257,746.71 
TXN Texas Instruments Inc
-3.67%
-$75,043.53 
AVGO Broadcom Inc.
-3.59%
-$35,169.94 
CSCO Cisco Systems, Inc.
-3.44%
-$32,009.62 
QCOM QUALCOMM Incorporated
-3.28%
-$7,200.05 
GEV GE Vernova Inc.
-3.13%
-$31,557.54 
NVDA NVIDIA Corporation
-2.5%
-$65,705.94 
APH Amphenol Corporation
-2.35%
-$8,258.2 
CRWD CrowdStrike Holdings, Inc.
-2.12%
-$5,619.2 
META Meta Platforms Inc Class A
-1.87%
-$16,166.92 
NTRS Northern Trust Corporation
-1.8%
-$6,900 
BNY BlackRock New York Municipal Income Trust
-1.66%
-$19,782.26 
IAU iShares Gold Trust
-1.64%
-$14,103.75 
TSLA Tesla, Inc.
-1.57%
-$3,930.48 
RTX RTX Corporation
-1.48%
-$9,175.63 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$2,811.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$21,978.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$23,417.25 
HONA Honeywell Aerospace Inc.
-1.02%
-$4,062.96 
AVDV Avantis International Small Cap Value ETF
-1%
-$8,797.95 
BKNG Booking Holdings Inc.
-0.96%
-$3,262.29 
BA Boeing Company
-0.86%
-$4,856.39 
EFA iShares MSCI EAFE ETF
-0.81%
-$6,710.15 
JPM JPMorgan Chase & Co.
-0.51%
-$19,218.55 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.48%
-$1,166.13 
BLK BlackRock, Inc.
-0.39%
-$1,844.28 
IVV iShares Core S&P 500 ETF
-0.38%
-$2,810.11 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$6,287.76 
VOO Vanguard S&P 500 ETF
-0.37%
-$2,551.14 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$7,945.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$17,242.14 
A Agilent Technologies Inc.
-0.33%
-$1,497.79 
NOC Northrop Grumman Corporation
-0.32%
-$791.09 
NEE NextEra Energy, Inc.
-0.24%
-$2,874.27 
IAGG iShares International Aggregate Bond Fund
-0.19%
-$3,276.17 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.18%
-$369.76 
VO Vanguard Mid-Cap ETF
-0.17%
-$346.68 
MUB iShares National Muni Bond ETF
-0.15%
-$6,854.08 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.14%
-$575.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$257.7 
PAVE Global X U.S. Infrastructure Development ETF
-0.11%
-$653.64 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$2,772.47 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$456.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$2,406.17 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$439.45 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$503.95 
IWM iShares Russell 2000 ETF
-0.04%
-$181.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$677.87 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$204.1 
FALN iShares Fallen Angels USD Bond ETF
-0.02%
-$152.37 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$209.97 
BAC Bank of America Corporation
-0.01%
-$29.15 Events
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Dividends
Dividend Analysis
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| Trades 1078 | Longs Won 764/1078 70% | Profit Factor 13.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,719.52 |
| Average Win $66,258.68 | Best Trade (Jul 10) $4.75M | Sharpe Ratio -11.55 |
| Average Loss -$11,931.41 | Worst Trade (Jul 16) -$256,035.28 | Z-Score 8.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $43,483.46 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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Returns
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