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:
57.66%
Gain -0.72%
Monthly
1.43%
Yearly
18.6%
Drawdown
18.41%
$1.07B
Equity
Holdings
$1.07B
Investment
$701.44M
$390.32M
Profit -$7.05M
Realized
$19.29M
Unrealized
$371.02M
Dividends
$30.66M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$7.05M
Win %
75%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$4.36M
Win %
75%
This Month
Compared to last month
Gain
-0.65%
Profit
-$7.05M
Win %
75%
This Year
Compared to last year
Gain
3.66%
Profit
$37.82M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$3.37M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$521,787.4 
ETN Eaton Corporation plc
+7.32%
+$57,271.13 
GOOG Alphabet Inc
+6.88%
+$3.62M 
GOOGL Alphabet Inc
+6.73%
+$585,365.97 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$508,602.86 
MOD Modine Manufacturing Company
+3.69%
+$7,865 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$222,573.26 
META Meta Platforms Inc Class A
+3.28%
+$541,166.84 
MSFT Microsoft Corp.
+3.02%
+$961,693.87 
NVDA NVIDIA Corporation
+2.93%
+$4.18M 
CVX Chevron Corporation
+2.35%
+$52,328.04 
EOG EOG Resources, Inc.
+2.19%
+$5,650.88 
CSCO Cisco Systems, Inc.
+2.14%
+$18,164.25 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,344.01 
OKE ONEOK, Inc.
+1.95%
+$10,005 
PANW Palo Alto Networks, Inc.
+1.89%
+$429,024 
ORCL Oracle Corporation
+1.81%
+$65,181.27 
KMI Kinder Morgan, Inc.
+1.64%
+$4,225 
ACN Accenture plc Class A
+1.61%
+$23,351.86 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$128,820.98 
ITT Itt Inc.
+1.54%
+$5,364 
VZ Verizon Communications Inc.
+1.52%
+$11,624.2 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$3,084 
LMT Lockheed Martin Corporation
+1.5%
+$18,658.06 
GE General Electric Company
+1.42%
+$9,375.92 
HACK Amplify Cybersecurity ETF
+1.2%
+$2,921 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,023.92 
ITW Illinois Tool Works Inc.
+1.15%
+$24,635 
VUG Vanguard Growth ETF
+1.1%
+$2,499.84 
ADP Automatic Data Processing Inc.
+0.98%
+$36,682.03 
OEF iShares S&P 100 ETF
+0.95%
+$282,092.9 
WMB The Williams Companies, Inc.
+0.89%
+$71,549.1 
IBM International Business Machines Corporation
+0.86%
+$5,615.34 
MCD McDonald's Corporation
+0.82%
+$112,086.11 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$48,438.7 
EMR Emerson Electric Co.
+0.79%
+$25,713.6 
TSLA Tesla, Inc.
+0.76%
+$1,323.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$113,849.42 
CAT Caterpillar Inc.
+0.7%
+$8,561.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,693.12 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$3,290 
PLTR Palantir Technologies Inc.
+0.65%
+$37,443.11 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$62,794.92 
SYY Sysco Corporation
+0.63%
+$32,002.46 
MO Altria Group, Inc.
+0.57%
+$1,326.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,742.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,446.48 
BMO Bank of Montreal
+0.47%
+$4,859.65 
IYW iShares U.S. Technology ETF
+0.46%
+$2,329.52 
PAYX Paychex Inc.
+0.44%
+$1,456.56 
CSX CSX Corporation
+0.42%
+$6,359.85 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$1,402.42 
RTX RTX Corporation
+0.39%
+$85,528.8 
AVGO Broadcom Inc.
+0.37%
+$3,782.88 
PG Procter & Gamble Co
+0.37%
+$6,104.54 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$87,174.48 
BAC Bank of America Corporation
+0.36%
+$876.04 
GD General Dynamics Corporation
+0.32%
+$1,742.16 
MRK Merck & Co., Inc.
+0.32%
+$898.74 
DOV Dover Corporation
+0.27%
+$2,535.69 
JPM JPMorgan Chase & Co.
+0.27%
+$86,972.56 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$49,873.14 
SO The Southern Company
+0.21%
+$4,651.6 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$2,323.17 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$18,559.01 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$472.2 
CMI Cummins Inc.
+0.19%
+$6,446.64 
OGE Oge Energy Corp.
+0.19%
+$387 
T AT&T Inc.
+0.17%
+$453.44 
MMM 3M Company
+0.12%
+$762.27 
WM Waste Management, Inc.
+0.1%
+$312.4 
WMT Walmart Inc.
+0.09%
+$1,290.53 
ABT Abbott Laboratories
+0.09%
+$2,962.98 
AEP American Electric Power Company, Inc.
+0.06%
+$209.72 
DIS The Walt Disney Company
+0.03%
+$319.23 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$585.7 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SRCE 1st Source Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$125,195.55 
AAPL Apple Inc.
-7.35%
-$4.65M 
SYK Stryker Corporation
-6.42%
-$1.08M 
LIN Linde plc
-5.95%
-$79,583.83 
MU Micron Technology, Inc.
-5.9%
-$16,779.73 
QCOM QUALCOMM Incorporated
-2.63%
-$27,243.79 
ABBV AbbVie Inc.
-2.51%
-$96,357.71 
BA Boeing Company
-2.15%
-$13,161.37 
NFLX Netflix, Inc.
-2%
-$13,884.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,872.28 
IBB iShares Biotechnology ETF
-1.87%
-$3,993.76 
APD Air Products and Chemicals, Inc.
-1.77%
-$77,090.58 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,069.2 
LRCX Lam Research Corporation
-1.58%
-$2,444.01 
NVS Novartis AG Sponsored ADR
-1.45%
-$17,516.29 
NKE Nike, Inc. - Class B
-1.37%
-$7,385.14 
NNN NNN REIT, Inc.
-1.29%
-$11,093.04 
TJX The TJX Companies, Inc.
-1.21%
-$186,911.03 
NEE NextEra Energy, Inc.
-1.15%
-$151,292.95 
DE Deere & Company
-1.13%
-$206,447.7 
LOW Lowe's Companies Inc.
-1.08%
-$75,293.7 
KO The Coca-Cola Company
-1.02%
-$5,351.4 
UPS United Parcel Service, Inc.
-1%
-$5,506.2 
VMC Vulcan Materials Company
-0.98%
-$44,081.37 
PAGP Plains GP Holdings, L.P.
-0.98%
-$2,446.08 
XOM Exxon Mobil Corporation
-0.97%
-$150,760.08 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$44,344.06 
CLF Cleveland-Cliffs Inc.
-0.95%
-$1,367.85 
PGR Progressive Corporation
-0.87%
-$2,793.72 
O Realty Income Corporation
-0.87%
-$5,260.64 
GILD Gilead Sciences Inc.
-0.81%
-$3,691.47 
ED Consolidated Edison, Inc.
-0.74%
-$2,507.76 
MA Mastercard Incorporated
-0.74%
-$185,474.42 
BLK BlackRock, Inc.
-0.73%
-$57,232.49 
IYH iShares U.S. Healthcare ETF
-0.7%
-$1,800 
DUK Duke Energy Corporation
-0.67%
-$6,804 
AMGN Amgen Inc.
-0.64%
-$9,446.36 
HBNC Horizon Bancorp, Inc.
-0.63%
-$22,196.46 
EFA iShares MSCI EAFE ETF
-0.62%
-$37,029.96 
PM Philip Morris International Inc.
-0.61%
-$6,623.28 
ECL Ecolab Inc.
-0.61%
-$46,674.45 
DHR Danaher Corporation
-0.61%
-$3,882.97 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-0.59%
-$92,432.4 
DGX Quest Diagnostics Inc.
-0.55%
-$1,290.01 
COF Capital One Financial Corporation
-0.54%
-$2,353.8 
LLY Eli Lilly and Company
-0.53%
-$95,217.29 
WELL Welltower Inc.
-0.51%
-$64,362.34 
IWM iShares Russell 2000 ETF
-0.47%
-$1,338.56 
PEP PepsiCo, Inc.
-0.46%
-$39,918.08 
LAMR Lamar Advertising Company
-0.43%
-$1,130.88 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$35,830.26 
HD The Home Depot, Inc.
-0.42%
-$2,356.08 
AXP American Express Company
-0.38%
-$2,142.47 
MDT Medtronic plc
-0.37%
-$1,201.92 
CL Colgate-Palmolive Company
-0.33%
-$3,924.9 
VST Vistra Corp
-0.29%
-$1,419 
COR Cencora, Inc.
-0.28%
-$14,537.42 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,548.6 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$534.28 
BX Blackstone Inc.
-0.25%
-$24,692.06 
COST Costco Wholesale Corporation
-0.24%
-$68,864.21 
FRME First Merchants Corporation
-0.23%
-$546.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$7,861.99 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$9,439.65 
NTRS Northern Trust Corporation
-0.17%
-$632.62 
FITB Fifth Third Bancorp
-0.16%
-$403.83 
ELV Elevance Health, Inc.
-0.15%
-$387.51 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$13,569.23 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.11%
-$17,347.17 
MUB iShares National Muni Bond ETF
-0.11%
-$250.32 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$26,440 
ALB Albemarle Corporation
-0.1%
-$242.88 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,609.08 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$379.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$5,327.85 
V Visa Inc. Class A
-0.04%
-$360.61 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,834.28 Events
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Dividends
Dividend Analysis
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| Trades 1505 | Longs Won 1078/1505 71% | Profit Factor 8.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.41M |
| Average Win $410,541.15 | Best Trade (Aug 28) $130.55M | Sharpe Ratio -9.74 |
| Average Loss -$122,357.96 | Worst Trade (Aug 25) -$4.39M | Z-Score 4.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $259,346.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.65% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 189,723 | $36.53M | $58.61M | - | $22.08M | 60.45% | -7.354% |
| ABBV AbbVie Inc. | 14,893 | $2.31M | $3.74M | - | $1.43M | 61.91% | -2.513% |
| ABT Abbott Laboratories | 32,922 | $3.62M | $3.48M | - | -$143,896.54 | -3.97% | +0.085% |
| ACN Accenture plc Class A | 8,879 | $3.12M | $1.47M | - | -$1.64M | -52.72% | +1.611% |
| ADP Automatic Data Processing Inc. | 14,163 | $3.3M | $3.77M | - | $474,318.57 | 14.38% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,996 | $249,337.98 | $383,038.6 | - | $133,700.62 | 53.62% | +0.055% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 44,073 | $12.8M | $13.72M | - | $914,295.99 | 7.14% | +3.851% |
| ALB Albemarle Corporation | 2,024 | $286,274.49 | $238,103.36 | - | -$48,171.13 | -16.83% | -0.102% |
| AMD Advanced Micro Devices, Inc. | 1,826 | $278,258.84 | $869,449.88 | - | $591,191.04 | 212.46% | -1.904% |
| AMGN Amgen Inc. | 3,809 | $1.1M | $1.47M | - | $367,761.19 | 33.45% | -0.64% |
| AMZN Amazon.com Inc | 93,354 | $18.67M | $25.35M | - | $6.69M | 35.83% | +15.321% |
| APD Air Products and Chemicals, Inc. | 14,518 | $3.98M | $4.28M | - | $306,184.92 | 7.7% | -1.769% |
| AVGO Broadcom Inc. | 2,627 | $521,927.17 | $1.02M | - | $500,711.39 | 95.94% | +0.371% |
| AXP American Express Company | 1,687 | $318,214.1 | $567,253.75 | - | $249,039.65 | 78.26% | -0.376% |
| BA Boeing Company | 2,765 | $597,111.53 | $597,627.1 | - | $515.57 | 0.09% | -2.155% |
| BAC Bank of America Corporation | 3,982 | $226,894 | $246,684.9 | - | $19,790.9 | 8.72% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 62,931 | $4.79M | $4.75M | - | -$40,856.71 | -0.85% | -0.198% |
| BLK BlackRock, Inc. | 7,172 | $7.35M | $7.82M | - | $468,188.1 | 6.37% | -0.727% |
| BMO Bank of Montreal | 5,855 | $570,774.88 | $1.05M | - | $479,904.87 | 84.08% | +0.465% |
| BND Vanguard Total Bond Market Index Fund | 2,812 | $206,429 | $203,110.76 | - | -$3,318.24 | -1.61% | -0.262% |
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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 - $35.74M, Apple Inc - $2.78M, Communication Services Select Sector SPDR Fund - $2.28M, FlexShares Credit-Scored U.S. Bond Index Fund - $1.82M, and JPMorgan Chase & Co - $1.76M. 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 $30.66M earned over time. The largest contributors to dividend income include FlexShares Credit-Scored U.S. Bond Index Fund - $1.82M, JPMorgan Chase & Co - $1.33M, PepsiCo, Inc - $1.04M, Exxon Mobil Corporation - $1.01M, and iShares Core S&P Small-Cap ETF - $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.
