Lydia Gallas Portfolio
Invests via Harbour Trust & Investment Management Co | Managed by Lydia Gallas
Invests via Harbour Trust & Investment Management Co
Managed by Lydia Gallas
Automatically Tracked
Lydia Gallas Profile
Operating executive and investor focused on consumer and tech-enabled services, Lydia Gallas brings operating experience across growth-stage companies, strategic M&A and capital raising. She is known for scaling go-to-market teams, driving margin expansion and advising private-equity and VC-backed management teams on operational execution. Regularly engaged as board observer or independent director, she bridges operator discipline with investor-facing reporting and KPI-driven performance management.
Operating executive and investor focused on consumer and tech-enabled services, Lydia Gallas brings operating experience across growth-stage companies, strategic M&A and capital raising. She is known for scaling go-to-market teams, driving margin expansion and advising private-equity and VC-backed management teams on operational execution. Regularly engaged as board observer or independent director, she bridges operator discipline with investor-facing reporting and KPI-driven performance management.
Investment Philosophy & Strategy
Operates with a hands-on, growth-stage investor mindset emphasizing consumer and tech-enabled services, prioritizing companies where operational levers can accelerate scale and margin expansion. Deploys capital to founders and PE/VC-backed teams with clear go-to-market playbooks, KPI-driven performance targets and staged milestones. Favors active board or observer roles to drive execution, bolt-on M&A and disciplined capital allocation aimed at value-creating exits over a medium-term horizon while managing downside through operational covenants and metric-based reviews.
Operates with a hands-on, growth-stage investor mindset emphasizing consumer and tech-enabled services, prioritizing companies where operational levers can accelerate scale and margin expansion. Deploys capital to founders and PE/VC-backed teams with clear go-to-market playbooks, KPI-driven performance targets and staged milestones. Favors active board or observer roles to drive execution, bolt-on M&A and disciplined capital allocation aimed at value-creating exits over a medium-term horizon while managing downside through operational covenants and metric-based reviews.
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:
2.47%
Gain
Monthly
0.08%
Yearly
0.97%
Drawdown
33.76%
$1.06B
Equity
Holdings
$1.06B
Investment
$695.96M
$378.61M
Profit -$370,348.62
Realized
$16.44M
Unrealized
$362.17M
Dividends
$30.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$370,348.62
Win %
76%
This Week
Compared To Last Week
Gain
0.75%
Profit
$7.84M
Win %
76%
This Month
Compared to last month
Gain
2.58%
Profit
$26.65M
Win %
76%
This Year
Compared to last year
Gain
12.74%
Profit
$119.53M
Win %
74%
ABT Abbott Laboratories
+11.19%
+$336,073.59 
ACN Accenture plc Class A
+4.52%
+$57,622.8 
WM Waste Management, Inc.
+4.25%
+$14,058 
SYK Stryker Corporation
+4.17%
+$611,292 
PAYX Paychex Inc.
+3.88%
+$12,630.66 
ITW Illinois Tool Works Inc.
+3.75%
+$77,342.1 
UNP Union Pacific Corporation
+3.68%
+$8,753.25 
MDT Medtronic plc
+3.6%
+$10,892.4 
GPC Genuine Parts Company
+3.58%
+$14,374.86 
MRK Merck & Co., Inc.
+3.51%
+$9,513.28 
HBNC Horizon Bancorp, Inc.
+3.48%
+$144,796.85 
UPS United Parcel Service, Inc.
+3.46%
+$21,809.98 
ADBE Adobe Inc.
+3.45%
+$69,480.4 
ADP Automatic Data Processing Inc.
+3.44%
+$121,630.01 
NKE Nike, Inc. - Class B
+3.35%
+$23,251.31 
FRME First Merchants Corporation
+3.25%
+$7,771.78 
COR Cencora, Inc.
+3.19%
+$151,932.27 
UNH UnitedHealth Group Incorporated
+3.12%
+$11,214.4 
ABBV AbbVie Inc.
+3.01%
+$110,665.18 
O Realty Income Corporation
+2.98%
+$18,972.53 
SRCE 1st Source Corporation
+2.96%
+$9,131.94 
IBM International Business Machines Corporation
+2.94%
+$18,623.09 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$228,463.45 
CSX CSX Corporation
+2.82%
+$42,518.72 
KRE SPDR S&P Regional Banking ETF
+2.81%
+$31,886.1 
CPRT Copart Inc.
+2.81%
+$49,009.61 
LOW Lowe's Companies Inc.
+2.79%
+$196,299.92 
CL Colgate-Palmolive Company
+2.75%
+$33,548.76 
VLO Valero Energy Corporation
+2.74%
+$6,512.33 
PM Philip Morris International Inc.
+2.69%
+$26,942.37 
VZ Verizon Communications Inc.
+2.67%
+$19,242.87 
AMGN Amgen Inc.
+2.67%
+$36,925.15 
NNN NNN REIT, Inc.
+2.62%
+$22,649.04 
TJX The TJX Companies, Inc.
+2.62%
+$377,284.25 
MCD McDonald's Corporation
+2.59%
+$352,933.28 
T AT&T Inc.
+2.57%
+$6,443.25 
PEP PepsiCo, Inc.
+2.56%
+$220,481.58 
FITB Fifth Third Bancorp
+2.51%
+$6,528.59 
WELL Welltower Inc.
+2.5%
+$320,565.6 
MA Mastercard Incorporated
+2.46%
+$572,512.64 
MO Altria Group, Inc.
+2.42%
+$5,945.67 
KO The Coca-Cola Company
+2.33%
+$11,608.32 
COST Costco Wholesale Corporation
+2.29%
+$635,179.3 
MAS Masco Corporation
+2.27%
+$24,385.29 
WMT Walmart Inc.
+2.21%
+$31,994.01 
DOV Dover Corporation
+2.06%
+$19,764.72 
SYY Sysco Corporation
+2.05%
+$100,182.12 
HD The Home Depot, Inc.
+1.99%
+$11,498.8 
V Visa Inc. Class A
+1.96%
+$18,122.96 
DIS The Walt Disney Company
+1.92%
+$27,609.84 
MSFT Microsoft Corp.
+1.89%
+$518,090.36 
OKE ONEOK, Inc.
+1.87%
+$9,775 
NVO Novo Nordisk A/S Sponsored ADR
+1.86%
+$33,985.7 
SDY SPDR S&P Dividend ETF
+1.84%
+$22,820.01 
GILD Gilead Sciences Inc.
+1.78%
+$8,071.31 
PG Procter & Gamble Co
+1.76%
+$30,900.88 
IYH iShares U.S. Healthcare ETF
+1.72%
+$4,312.5 
COF Capital One Financial Corporation
+1.61%
+$7,019.69 
AAPL Apple Inc.
+1.4%
+$891,493.65 
DE Deere & Company
+1.3%
+$233,683.46 
ECL Ecolab Inc.
+1.3%
+$93,752.1 
EMR Emerson Electric Co.
+1.25%
+$38,596.41 
DHR Danaher Corporation
+1.19%
+$7,846.37 
MOAT VanEck Morningstar Wide Moat Fund
+1.16%
+$251,870.84 
MMM 3M Company
+1.15%
+$7,415.2 
CVX Chevron Corporation
+1.11%
+$23,343.12 
LAMR Lamar Advertising Company
+1.06%
+$2,861.6 
LLY Eli Lilly and Company
+1.06%
+$183,039.5 
ED Consolidated Edison, Inc.
+1.05%
+$3,649.36 
PAGP Plains GP Holdings, L.P.
+1.04%
+$2,446.08 
NVS Novartis AG Sponsored ADR
+1.02%
+$11,848.6 
APD Air Products and Chemicals, Inc.
+0.93%
+$40,960.92 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$267,520.05 
BX Blackstone Inc.
+0.92%
+$88,237.64 
KMI Kinder Morgan, Inc.
+0.9%
+$2,397.72 
XOM Exxon Mobil Corporation
+0.89%
+$127,887.36 
VMC Vulcan Materials Company
+0.87%
+$40,654.73 
DUK Duke Energy Corporation
+0.82%
+$8,221.5 
SO The Southern Company
+0.8%
+$18,130.56 
EOG EOG Resources, Inc.
+0.66%
+$2,887.2 
COP ConocoPhillips
+0.64%
+$1,238.38 
HON Honeywell International Inc.
+0.56%
+$2,556.88 
OGE Oge Energy Corp.
+0.52%
+$1,096.5 
AXP American Express Company
+0.51%
+$3,078.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$35,309.22 
JNJ Johnson & Johnson
+0.46%
+$40,438.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$50,011.79 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$109,838.46 
NFLX Netflix, Inc.
+0.41%
+$2,900.55 
LIN Linde plc
+0.4%
+$5,385.6 
AMZN Amazon.com Inc
+0.37%
+$86,019.4 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$31,502.44 
GD General Dynamics Corporation
+0.32%
+$1,677.9 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$23,856.98 
GOOG Alphabet Inc
+0.28%
+$165,630.79 
AEP American Electric Power Company, Inc.
+0.24%
+$1,150.72 
WMB The Williams Companies, Inc.
+0.21%
+$17,593.28 
GOOGL Alphabet Inc
+0.21%
+$20,840.92 
LMT Lockheed Martin Corporation
+0.17%
+$1,884.59 
IWM iShares Russell 2000 ETF
+0.1%
+$292.64 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$334.8 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$18,277.74 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$949.62 
PLTR Palantir Technologies Inc.
+0.01%
+$415.06 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-8.94%
-$712,170.16 
VST Vistra Corp
-6.43%
-$34,023 
AMD Advanced Micro Devices, Inc.
-5.4%
-$52,491.24 
GE General Electric Company
-5.37%
-$34,133.4 
ALB Albemarle Corporation
-5%
-$12,854.4 
ORCL Oracle Corporation
-4.29%
-$173,761.22 
AVGO Broadcom Inc.
-4.2%
-$45,136.68 
ETN Eaton Corporation plc
-4.18%
-$34,896.75 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$130,612.37 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.8%
-$6,818.35 
MOD Modine Manufacturing Company
-3.61%
-$9,207 
CSCO Cisco Systems, Inc.
-3.56%
-$29,787.87 
CLF Cleveland-Cliffs Inc.
-3.55%
-$4,352.25 
CAT Caterpillar Inc.
-3.36%
-$47,301.17 
QCOM QUALCOMM Incorporated
-3.33%
-$43,027.35 
CMI Cummins Inc.
-2.94%
-$103,717.29 
NVDA NVIDIA Corporation
-2.56%
-$4.19M 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$86,194.52 
IGM iShares Expanded Tech Sector ETF
-1.94%
-$6,989.58 
META Meta Platforms Inc Class A
-1.71%
-$344,282.89 
NTRS Northern Trust Corporation
-1.68%
-$6,977.28 
IYW iShares U.S. Technology ETF
-1.68%
-$8,983.91 
TSLA Tesla, Inc.
-1.51%
-$3,427 
PANW Palo Alto Networks, Inc.
-1.35%
-$329,855.04 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$139,428.8 
RTX RTX Corporation
-1.2%
-$229,323.38 
BA Boeing Company
-0.88%
-$5,288.79 
EFA iShares MSCI EAFE ETF
-0.69%
-$39,851.8 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$90,073 
BMO Bank of Montreal
-0.5%
-$5,460.2 
JPM JPMorgan Chase & Co.
-0.35%
-$113,910.47 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$1,681.99 
IVV iShares Core S&P 500 ETF
-0.29%
-$1,211.84 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.29%
-$43,215.76 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$46,692.99 
OEF iShares S&P 100 ETF
-0.29%
-$88,947.72 
NEE NextEra Energy, Inc.
-0.28%
-$36,649.5 
ILCB iShares Morningstar U.S. Equity ETF
-0.27%
-$1,338.56 
BLK BlackRock, Inc.
-0.25%
-$20,377.98 
PGR Progressive Corporation
-0.25%
-$772.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,131.56 
SUSA iShares MSCI USA ESG Select ETF
-0.22%
-$539.58 
ITT Itt Inc.
-0.22%
-$774 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$9,420.84 
MUB iShares National Muni Bond ETF
-0.13%
-$281.61 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$4,511.48 
BSV Vanguard Short-Term Bond ETF
-0.05%
-$2,891.75 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$139.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$495.31 Events
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Dividends
Dividend Analysis
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| Trades 1376 | Longs Won 993/1376 72% | Profit Factor 9.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.57M |
| Average Win $428,170.09 | Best Trade (Jul 15) $124.68M | Sharpe Ratio -9.65 |
| Average Loss -$121,566.93 | Worst Trade (Mar 31) -$3.81M | Z-Score 5.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $275,154.63 |
| 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% | 0.81% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
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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