LC
Linde Carroll Portfolio
Invests via Momentous Wealth Management Inc. | Managed by Linde Carroll, Todd Pisarczyk
Invests via Momentous Wealth Management Inc.
Managed by Linde Carroll, Todd Pisarczyk
Automatically Tracked
Veteran growth‑oriented investor and operating executive focused on scaling middle‑market companies through operational improvements, strategic M&A and board-level governance. Linde Carroll brings cross-sector experience across technology-enabled services, healthcare and consumer businesses, with a background in investment sourcing, portfolio management and exits. Market-facing profile emphasizes value creation via revenue expansion, margin improvement and disciplined capital allocation to support monetization events.
Veteran growth‑oriented investor and operating executive focused on scaling middle‑market companies through operational improvements, strategic M&A and board-level governance. Linde Carroll brings cross-sector experience across technology-enabled services, healthcare and consumer businesses, with a background in investment sourcing, portfolio management and exits. Market-facing profile emphasizes value creation via revenue expansion, margin improvement and disciplined capital allocation to support monetization events.
Investment Philosophy & Strategy
Growth-oriented, operationally driven investor focused on scaling middle‑market companies through revenue acceleration, margin expansion and strategic M&A. Prefers control or influential board positions to implement repeatable playbooks—commercial go‑to‑market optimization, cost structure rationalization and disciplined capital allocation to support tuck‑ins and exit readiness. Sector lens favors technology‑enabled services, healthcare and consumer businesses where operational levers and data can unlock disproportionate value. Investment horizon targets medium-term value creation with active governance, KPI‑led playbooks and clear monetization paths.
Growth-oriented, operationally driven investor focused on scaling middle‑market companies through revenue acceleration, margin expansion and strategic M&A. Prefers control or influential board positions to implement repeatable playbooks—commercial go‑to‑market optimization, cost structure rationalization and disciplined capital allocation to support tuck‑ins and exit readiness. Sector lens favors technology‑enabled services, healthcare and consumer businesses where operational levers and data can unlock disproportionate value. Investment horizon targets medium-term value creation with active governance, KPI‑led playbooks and clear monetization paths.
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:
1.95%
Gain
Monthly
0.1%
Yearly
1.26%
Drawdown
20.56%
$187.95M
Equity
Holdings
$187.95M
Investment
$157.99M
$32.35M
Profit -$914,368.63
Realized
$2.38M
Unrealized
$29.97M
Dividends
$5.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$914,368.63
Win %
75%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$840,421.79
Win %
75%
This Month
Compared to last month
Gain
-0.14%
Profit
-$256,674.4
Win %
75%
This Year
Compared to last year
Gain
7.4%
Profit
$12.95M
Win %
75%
HWM Howmet Aerospace Inc.
+2.06%
+$5,601.18 
JNJ Johnson & Johnson
+1.83%
+$6,653.91 
GD General Dynamics Corporation
+1.61%
+$7,835.52 
ABBV AbbVie Inc.
+1.57%
+$4,963.56 
XOM Exxon Mobil Corporation
+1.32%
+$11,095.57 
BRK-A Berkshire Hathaway Inc.
+1.32%
+$9,750 
PH Parker-Hannifin Corporation
+1.19%
+$12,015.6 
LLY Eli Lilly and Company
+1.17%
+$3,491.86 
WMT Walmart Inc.
+1.04%
+$2,536.17 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$7,303.12 
JPM JPMorgan Chase & Co.
+0.78%
+$4,424.21 
DFLV Dimensional US Large Cap Value ETF
+0.39%
+$3,070.09 
HD The Home Depot, Inc.
+0.22%
+$689.52 
TJX The TJX Companies, Inc.
+0.22%
+$612.68 
VCRB Vanguard Core Bond ETF
+0.17%
+$48,877.64 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$29,533.92 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.07%
+$6,445.07 
COST Costco Wholesale Corporation
+0.02%
+$123.45 
NFLX Netflix, Inc.
-7.78%
-$14,896.37 
META Meta Platforms Inc Class A
-5.7%
-$57,956.46 
LRCX Lam Research Corporation
-2.96%
-$10,247.66 
RUM Rumble Inc.
-2.88%
-$2,310.99 
TSLA Tesla, Inc.
-2.78%
-$9,539.46 
GOOGL Alphabet Inc
-2.54%
-$28,716.98 
GOOG Alphabet Inc
-2.48%
-$31,635.25 
MSFT Microsoft Corp.
-2.36%
-$42,594.67 
NVDA NVIDIA Corporation
-2.08%
-$52,021.7 
V Visa Inc. Class A
-1.83%
-$6,089.71 
AVGO Broadcom Inc.
-1.47%
-$6,946.49 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.2%
-$11,254.74 
CVBF CVB Financial Corp.
-1.18%
-$32,300.12 
ESGV Vanguard ESG U.S. Stock ETF
-1.06%
-$2,594.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.02%
-$269,466.19 
DFSU Dimensional US Sustainability Core 1 ETF
-0.8%
-$73,743.94 
SCHF Schwab International Equity ETF
-0.74%
-$124,869.2 
POWW Ammo Inc.
-0.64%
-$189 
DFAI Dimensional International Core Equity Market ETF
-0.6%
-$2,358.25 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$277,361.46 
DFSI Dimensional International Sustainability Core 1 ETF
-0.46%
-$15,683.64 
AMZN Amazon.com Inc
-0.44%
-$4,448.29 
AAPL Apple Inc.
-0.06%
-$2,238.77 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 180/245 73% | Profit Factor 41.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $692,409.17 |
| Average Win $184,189.4 | Best Trade (Jul 14) $7.2M | Sharpe Ratio -11.47 |
| Average Loss -$12,435.43 | Worst Trade (Jul 10) -$135,081.9 | Z-Score 5.42 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $132,023.63 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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