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:
59.21%
Gain +0.03%
Monthly
1.4%
Yearly
18.13%
Drawdown
18.41%
$1.08B
Equity
Holdings
$1.08B
Investment
$701.44M
$400.23M
Profit +$669,093
Realized
$19.29M
Unrealized
$380.94M
Dividends
$33.05M
Goals
Avg. 96% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$669,093
Win %
71%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$3.22M
Win %
71%
This Month
Compared to last month
Gain
1.36%
Profit
$14.53M
Win %
71%
This Year
Compared to last year
Gain
4.61%
Profit
$47.74M
Win %
69%
CLF Cleveland-Cliffs Inc.
+4.12%
+$6,217.5 
HONA Honeywell Aerospace Inc.
+2.73%
+$9,258.96 
GE General Electric Company
+2.67%
+$15,527.12 
LMT Lockheed Martin Corporation
+2.57%
+$29,640.98 
RTX RTX Corporation
+2.57%
+$488,950.84 
VMC Vulcan Materials Company
+2.44%
+$101,866.7 
HBNC Horizon Bancorp, Inc.
+2.35%
+$77,687.61 
PM Philip Morris International Inc.
+2.33%
+$26,156.58 
JPM JPMorgan Chase & Co.
+2.25%
+$697,630.96 
BLK BlackRock, Inc.
+2.2%
+$177,076.68 
SRCE 1st Source Corporation
+2.16%
+$6,952.3 
COF Capital One Financial Corporation
+2.12%
+$8,790.26 
GD General Dynamics Corporation
+2.06%
+$9,910.32 
OKE ONEOK, Inc.
+2.05%
+$10,695 
KMI Kinder Morgan, Inc.
+2.03%
+$5,403.12 
FITB Fifth Third Bancorp
+1.96%
+$4,419.69 
AEP American Electric Power Company, Inc.
+1.9%
+$7,070.56 
FRME First Merchants Corporation
+1.87%
+$4,044.1 
EOG EOG Resources, Inc.
+1.85%
+$4,975.6 
BAC Bank of America Corporation
+1.75%
+$3,603.71 
PEP PepsiCo, Inc.
+1.66%
+$132,852.36 
PG Procter & Gamble Co
+1.63%
+$29,428.49 
LIN Linde plc
+1.58%
+$20,461.4 
UPS United Parcel Service, Inc.
+1.56%
+$7,997.1 
AXP American Express Company
+1.55%
+$8,215.69 
KRE SPDR S&P Regional Banking ETF
+1.55%
+$15,681.6 
PGR Progressive Corporation
+1.53%
+$4,911.54 
OGE Oge Energy Corp.
+1.51%
+$3,053 
NEE NextEra Energy, Inc.
+1.46%
+$172,264.25 
JNJ Johnson & Johnson
+1.43%
+$126,586.46 
BA Boeing Company
+1.42%
+$7,382.55 
KO The Coca-Cola Company
+1.4%
+$7,640.61 
DUK Duke Energy Corporation
+1.39%
+$13,365 
APD Air Products and Chemicals, Inc.
+1.38%
+$59,378.62 
SO The Southern Company
+1.37%
+$28,491.05 
LOW Lowe's Companies Inc.
+1.37%
+$88,892.92 
MO Altria Group, Inc.
+1.34%
+$3,367.98 
DOV Dover Corporation
+1.34%
+$11,772.82 
ITW Illinois Tool Works Inc.
+1.32%
+$27,212.2 
NTRS Northern Trust Corporation
+1.29%
+$4,211.01 
ED Consolidated Edison, Inc.
+1.28%
+$4,365.36 
TJX The TJX Companies, Inc.
+1.27%
+$178,150.5 
BMO Bank of Montreal
+1.2%
+$11,651.39 
HD The Home Depot, Inc.
+1.2%
+$6,254.55 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$283,785.74 
LLY Eli Lilly and Company
+1.11%
+$215,753.53 
CL Colgate-Palmolive Company
+1.1%
+$13,344.66 
MRK Merck & Co., Inc.
+1.09%
+$3,463.36 
NKE Nike, Inc. - Class B
+1.06%
+$5,029.53 
LAMR Lamar Advertising Company
+1.05%
+$2,540.45 
MMM 3M Company
+1.04%
+$6,243.6 
SDY SPDR S&P Dividend ETF
+1.03%
+$12,823.27 
O Realty Income Corporation
+1.03%
+$5,354.58 
WMT Walmart Inc.
+0.99%
+$15,098.85 
SYK Stryker Corporation
+0.98%
+$138,938.23 
COST Costco Wholesale Corporation
+0.98%
+$288,447.9 
CVX Chevron Corporation
+0.96%
+$24,311.58 
BRK-A Berkshire Hathaway Inc.
+0.96%
+$15,123.02 
VZ Verizon Communications Inc.
+0.95%
+$6,974.52 
XLI Industrial Select Sector SPDR Fund
+0.89%
+$50,109 
DIS The Walt Disney Company
+0.83%
+$9,736.51 
EFA iShares MSCI EAFE ETF
+0.82%
+$47,690.1 
WMB The Williams Companies, Inc.
+0.81%
+$63,599.2 
CAT Caterpillar Inc.
+0.7%
+$7,829.37 
NVS Novartis AG Sponsored ADR
+0.7%
+$8,107.94 
ABBV AbbVie Inc.
+0.68%
+$28,817.96 
CMI Cummins Inc.
+0.68%
+$19,207.45 
AAPL Apple Inc.
+0.68%
+$438,260.13 
CSX CSX Corporation
+0.66%
+$9,691.2 
AMGN Amgen Inc.
+0.64%
+$10,589.02 
V Visa Inc. Class A
+0.63%
+$6,530.16 
EMR Emerson Electric Co.
+0.58%
+$20,483.76 
TSLA Tesla, Inc.
+0.56%
+$1,147.24 
ACN Accenture plc Class A
+0.54%
+$10,743.59 
T AT&T Inc.
+0.53%
+$1,417 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.52%
+$35,190.68 
SYY Sysco Corporation
+0.5%
+$24,756.62 
NNN NNN REIT, Inc.
+0.44%
+$3,220.56 
BX Blackstone Inc.
+0.41%
+$34,722.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.4%
+$1,289.61 
WM Waste Management, Inc.
+0.4%
+$1,263.8 
XOM Exxon Mobil Corporation
+0.4%
+$67,989.84 
ABT Abbott Laboratories
+0.37%
+$12,839.58 
IYC iShares U.S. Consumer Discretionary ETF
+0.35%
+$719.6 
ADP Automatic Data Processing Inc.
+0.32%
+$12,817.51 
WELL Welltower Inc.
+0.31%
+$39,482.78 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$78,362.4 
ILCB iShares Morningstar U.S. Equity ETF
+0.28%
+$1,409.99 
MA Mastercard Incorporated
+0.27%
+$72,007.65 
ECL Ecolab Inc.
+0.26%
+$20,880.67 
VST Vistra Corp
+0.26%
+$1,320.03 
ALB Albemarle Corporation
+0.26%
+$506 
MCD McDonald's Corporation
+0.24%
+$29,549.84 
MRSH Marsh & McLennan Companies, Inc.
+0.17%
+$7,796.8 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$39,660.33 
NVDA NVIDIA Corporation
+0.16%
+$259,699.18 
MDY SPDR S&P MidCap 400 ETF Trust
+0.14%
+$14,037.3 
MOAT VanEck Morningstar Wide Moat Fund
+0.13%
+$30,131.44 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$7,297.71 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$9,590.13 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$196.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$4,090.51 
IYH iShares U.S. Healthcare ETF
+0.04%
+$112.5 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
-89%
-$1,420.71 
PANW Palo Alto Networks, Inc.
-5.26%
-$1.36M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.87%
-$648,313.83 
MU Micron Technology, Inc.
-3.62%
-$10,965.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.45%
-$8,568 
HACK Amplify Cybersecurity ETF
-3.32%
-$9,338 
AMD Advanced Micro Devices, Inc.
-3.22%
-$33,087.12 
PLTR Palantir Technologies Inc.
-3.15%
-$295,333.24 
LRCX Lam Research Corporation
-2.68%
-$3,863.59 
NFLX Netflix, Inc.
-2.44%
-$16,880.25 
ORCL Oracle Corporation
-2.42%
-$91,987.42 
UNH UnitedHealth Group Incorporated
-2.11%
-$6,159.03 
AVGO Broadcom Inc.
-1.99%
-$18,021.19 
META Meta Platforms Inc Class A
-1.93%
-$435,259.06 
IBB iShares Biotechnology ETF
-1.81%
-$4,218.75 
IGM iShares Expanded Tech Sector ETF
-1.74%
-$6,491.94 
QCOM QUALCOMM Incorporated
-1.47%
-$17,957.57 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$56,690.6 
DGX Quest Diagnostics Inc.
-1.43%
-$3,430 
IYW iShares U.S. Technology ETF
-1.33%
-$7,430.86 
CSCO Cisco Systems, Inc.
-1.31%
-$10,764 
DHR Danaher Corporation
-1.13%
-$8,549.06 
GOOGL Alphabet Inc
-1.08%
-$98,733.29 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$106,779.65 
GOOG Alphabet Inc
-0.98%
-$532,596.74 
TMO Thermo Fisher Scientific Inc.
-0.97%
-$97,770.44 
MPWR Monolithic Power Systems, Inc.
-0.92%
-$54,720 
IBM International Business Machines Corporation
-0.8%
-$5,497.8 
MSFT Microsoft Corp.
-0.75%
-$285,260.36 
VUG Vanguard Growth ETF
-0.7%
-$1,680 
MOD Modine Manufacturing Company
-0.66%
-$1,110.99 
AMZN Amazon.com Inc
-0.59%
-$140,963.61 
XLC Communication Services Select Sector SPDR Fund
-0.55%
-$47,725.85 
PAGP Plains GP Holdings, L.P.
-0.5%
-$1,270.08 
GILD Gilead Sciences Inc.
-0.41%
-$2,242.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.37%
-$1,942.58 
ELV Elevance Health, Inc.
-0.29%
-$865 
MDT Medtronic plc
-0.28%
-$1,014.12 
PAYX Paychex Inc.
-0.22%
-$685.44 
IWM iShares Russell 2000 ETF
-0.21%
-$558.53 
SUSA iShares MSCI USA ESG Select ETF
-0.2%
-$501.95 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.2%
-$28,985.54 
OEF iShares S&P 100 ETF
-0.19%
-$60,739.85 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$1,934.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$1,244.1 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$19,613.97 
IVV iShares Core S&P 500 ETF
-0.09%
-$378.72 
COR Cencora, Inc.
-0.09%
-$4,981.87 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$1,171.4 
DE Deere & Company
-0.04%
-$7,893.6 
ETN Eaton Corporation plc
-0.03%
-$222.53 
MUB iShares National Muni Bond ETF
-0.01%
-$31.29 
ITT Itt Inc.
-0.01%
-$26.99 Events
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Dividends
Dividend Analysis
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| Trades 1505 | Longs Won 1056/1505 70% | Profit Factor 8.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.46M |
| Average Win $431,608.6 | Best Trade (Oct 14) $125.66M | Sharpe Ratio -9.82 |
| Average Loss -$123,705.67 | Worst Trade (Oct 16) -$4.18M | Z-Score 1.63 (89.62%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $265,936.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.64% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 189,723 | $36.53M | $65.32M | - | $28.8M | 78.83% | +0.675% |
| ABBV AbbVie Inc. | 14,893 | $2.31M | $4.25M | - | $1.94M | 84.1% | +0.683% |
| ABT Abbott Laboratories | 32,922 | $3.62M | $3.46M | - | -$164,637.4 | -4.54% | +0.373% |
| ACN Accenture plc Class A | 8,879 | $3.12M | $2.01M | - | -$1.11M | -35.56% | +0.538% |
| ADP Automatic Data Processing Inc. | 14,163 | $3.3M | $4.06M | - | $758,924.19 | 23% | +0.317% |
| AEP American Electric Power Company, Inc. | 2,996 | $249,337.98 | $379,443.4 | - | $130,105.42 | 52.18% | +1.899% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 44,073 | $12.8M | $12.66M | - | -$141,693.53 | -1.11% | -4.871% |
| ALB Albemarle Corporation | 2,024 | $286,274.49 | $199,222.32 | - | -$87,052.17 | -30.41% | +0.255% |
| AMD Advanced Micro Devices, Inc. | 1,826 | $278,258.84 | $993,544.86 | - | $715,286.02 | 257.06% | -3.223% |
| AMGN Amgen Inc. | 3,809 | $1.1M | $1.66M | - | $564,496.04 | 51.35% | +0.641% |
| AMZN Amazon.com Inc | 93,354 | $18.67M | $23.64M | - | $4.98M | 26.66% | -0.593% |
| APD Air Products and Chemicals, Inc. | 14,518 | $3.98M | $4.37M | - | $390,389.17 | 9.82% | +1.379% |
| AVGO Broadcom Inc. | 2,627 | $521,927.17 | $886,533.69 | - | $364,606.52 | 69.86% | -1.992% |
| AXP American Express Company | 1,687 | $318,214.1 | $537,714.38 | - | $219,500.28 | 68.98% | +1.552% |
| BA Boeing Company | 2,765 | $597,111.53 | $529,221 | - | -$67,890.53 | -11.37% | +1.415% |
| BAC Bank of America Corporation | 3,982 | $226,894 | $209,473.11 | - | -$17,420.89 | -7.68% | +1.75% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 62,931 | $4.79M | $4.63M | - | -$162,628.2 | -3.39% | +0.088% |
| BLK BlackRock, Inc. | 7,172 | $7.35M | $8.22M | - | $863,221.79 | 11.74% | +2.203% |
| BMO Bank of Montreal | 5,855 | $570,774.88 | $983,874.14 | - | $413,099.26 | 72.38% | +1.198% |
| BND Vanguard Total Bond Market Index Fund | 2,812 | $206,429 | $199,314.56 | - | -$7,114.44 | -3.45% | +0.099% |
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FAQ
Which stocks have generated the highest profits for Lydia Gallas?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $35.92M, Apple Inc - $2.78M, Communication Services Select Sector SPDR Fund - $2.31M, FlexShares Credit-Scored U.S. Bond Index Fund - $1.93M, and JPMorgan Chase & Co - $1.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $6.69M, Novo Nordisk A/S Sponsored ADR - $5.4M, Boeing Company - $3.25M, Albemarle Corporation - $2.84M, and Copart Inc - $2.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lydia Gallas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.05M earned over time. The largest contributors to dividend income include FlexShares Credit-Scored U.S. Bond Index Fund - $1.93M, JPMorgan Chase & Co - $1.48M, PepsiCo, Inc - $1.13M, Exxon Mobil Corporation - $1.11M, and iShares Core S&P Small-Cap ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lydia Gallas's monthly returns?
Lydia Gallas's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lydia Gallas's strategy be considered aggressive or moderate?
Lydia Gallas's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lydia Gallas's strategy?
Lydia Gallas's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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