Bill Parsons Portfolio
Invests via MAINSAIL ASSET MANAGEMENT, LLC | Managed by Bill Parsons
Invests via MAINSAIL ASSET MANAGEMENT, LLC
Managed by Bill Parsons
Automatically Tracked
Bill Parsons Profile
Veteran corporate executive and investor focused on growth-stage companies across technology, healthcare and industrials, with operational leadership and board experience supporting scaling, M&A and capital raises. Bill Parsons leverages a background in CEO and operating roles to advise private equity and venture capital investors on value creation, go-to-market strategy and post-acquisition integration.
Veteran corporate executive and investor focused on growth-stage companies across technology, healthcare and industrials, with operational leadership and board experience supporting scaling, M&A and capital raises. Bill Parsons leverages a background in CEO and operating roles to advise private equity and venture capital investors on value creation, go-to-market strategy and post-acquisition integration.
Investment Philosophy & Strategy
Operates as an operationally-focused growth investor targeting technology, healthcare and industrial companies where CEO-level experience accelerates scale. Prefers growth equity and control/minority investments that pair capital with hands-on board engagement to drive go-to-market expansion, M&A-led consolidation and post‑acquisition integration. Underwrites deals on revenue traction, unit economics and scalable operations, emphasizes multi-year value creation through commercial scaling, cost structure optimization and disciplined follow-on capital allocation.
Operates as an operationally-focused growth investor targeting technology, healthcare and industrial companies where CEO-level experience accelerates scale. Prefers growth equity and control/minority investments that pair capital with hands-on board engagement to drive go-to-market expansion, M&A-led consolidation and post‑acquisition integration. Underwrites deals on revenue traction, unit economics and scalable operations, emphasizes multi-year value creation through commercial scaling, cost structure optimization and disciplined follow-on capital allocation.
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:
64.7%
Gain -0.7%
Monthly
1.5%
Yearly
19.57%
Drawdown
19.01%
$247.83M
Equity
Holdings
$247.83M
Investment
$184.18M
$68.3M
Profit -$1.21M
Realized
$4.65M
Unrealized
$63.65M
Dividends
$7.16M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$1.21M
Win %
73%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.94M
Win %
73%
This Month
Compared to last month
Gain
1.57%
Profit
$3.82M
Win %
73%
This Year
Compared to last year
Gain
-0.09%
Profit
-$218,268.24
Win %
70%
NI NiSource Inc.
+2.85%
+$5,945.5 
EOG EOG Resources, Inc.
+2.78%
+$7,481.62 
RTX RTX Corporation
+2.39%
+$5,835.89 
LMT Lockheed Martin Corporation
+2.3%
+$7,331.76 
PM Philip Morris International Inc.
+1.93%
+$5,249.6 
FTI TechnipFMC plc
+1.88%
+$3,970.56 
NEM Newmont Corporation
+1.81%
+$4,315.5 
C Citigroup Inc.
+1.75%
+$4,095.75 
GE General Electric Company
+1.68%
+$4,387.97 
SO The Southern Company
+1.65%
+$15,790.74 
DUK Duke Energy Corporation
+1.62%
+$5,905.8 
AMT American Tower Corporation
+1.6%
+$5,424.24 
JPM JPMorgan Chase & Co.
+1.6%
+$14,134.32 
GM General Motors Company
+1.52%
+$4,086.86 
COF Capital One Financial Corporation
+1.51%
+$5,845.42 
CVX Chevron Corporation
+1.51%
+$11,019.05 
WFC Wells Fargo & Company
+1.37%
+$5,306.12 
HD The Home Depot, Inc.
+1.37%
+$4,837.3 
EPD Enterprise Products Partners L.P.
+1.36%
+$46,455.24 
OXY Occidental Petroleum Corporation
+1.36%
+$4,166.25 
ED Consolidated Edison, Inc.
+1.35%
+$3,324.08 
CMI Cummins Inc.
+1.3%
+$2,913.33 
BLK BlackRock, Inc.
+1.28%
+$4,492.8 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$4,226.06 
PG Procter & Gamble Co
+1.2%
+$3,496.5 
LIN Linde plc
+1.12%
+$3,484.66 
MRK Merck & Co., Inc.
+1.05%
+$4,579.29 
XOM Exxon Mobil Corporation
+1%
+$3,480.02 
ES Eversource Energy
+0.98%
+$2,269.8 
CL Colgate-Palmolive Company
+0.97%
+$3,608.64 
TXN Texas Instruments Inc
+0.96%
+$2,427.03 
XLB Materials Select Sector SPDR Fund
+0.92%
+$4,185 
ORLY O'Reilly Automotive Inc.
+0.92%
+$4,714.47 
VDC VANGUARD CONSUMER STAPLES ETF
+0.87%
+$3,269.51 
DIS The Walt Disney Company
+0.86%
+$5,650.73 
PSX Phillips 66
+0.86%
+$6,170.2 
AAPL Apple Inc.
+0.81%
+$59,721.2 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$8,300.72 
BAC Bank of America Corporation
+0.77%
+$2,097.2 
CB Chubb Limited
+0.68%
+$3,103.51 
V Visa Inc. Class A
+0.65%
+$4,928.77 
LLY Eli Lilly and Company
+0.63%
+$4,023.91 
AMLP Alerian MLP ETF
+0.58%
+$4,540.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.55%
+$3,561.62 
CAG Conagra Brands Inc.
+0.53%
+$994.58 
JNJ Johnson & Johnson
+0.51%
+$4,449.9 
NTRS Northern Trust Corporation
+0.51%
+$1,140.75 
TRV The Travelers Companies, Inc.
+0.5%
+$2,280.95 
DG Dollar General Corporation
+0.45%
+$1,084.2 
ABBV AbbVie Inc.
+0.44%
+$1,480.78 
AVDE Avantis International Equity ETF
+0.43%
+$1,743.28 
FAST Fastenal Co.
+0.43%
+$1,308.92 
WMT Walmart Inc.
+0.42%
+$982.5 
HBAN Huntington Bancshares Incorporated
+0.42%
+$862.75 
PFE Pfizer Inc.
+0.37%
+$1,320 
MGV Vanguard Mega Cap Value ETF
+0.37%
+$3,207.22 
VYMI Vanguard International High Dividend Yield Index Fund
+0.36%
+$1,301.66 
DFAI Dimensional International Core Equity Market ETF
+0.36%
+$1,833.45 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$13,323.18 
GEV GE Vernova Inc.
+0.34%
+$782.77 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$1,234.44 
VTV Vanguard Value ETF
+0.33%
+$161,283.28 
FCX Freeport-McMoRan Inc.
+0.32%
+$933.98 
CAT Caterpillar Inc.
+0.32%
+$1,424.47 
EFA iShares MSCI EAFE ETF
+0.27%
+$4,273.64 
XLI Industrial Select Sector SPDR Fund
+0.26%
+$1,760 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.25%
+$620.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$945.98 
AMGN Amgen Inc.
+0.17%
+$422.67 
AME Ametek Inc.
+0.13%
+$255.04 
NVDA NVIDIA Corporation
+0.12%
+$3,410.1 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$3,942.35 
AVUV Avantis U.S. Small Cap Value ETF
+0.09%
+$244.65 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$433 
JEPI JPMorgan Equity Premium Income Fund
+0.06%
+$217.21 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$119.35 
CLOA iShares AAA CLO ETF
+0.04%
+$626.94 
GS The Goldman Sachs Group, Inc.
+0.04%
+$94.85 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$134.34 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$40.89 
CTAS Cintas Corporation
+0.01%
+$3,168.31 
VPLS Vanguard Core-Plus Bond ETF
+0.01%
+$28 
AVLV Avantis U.S. Large Cap Value ETF
+0.01%
+$57.76 
BIIB Biogen Inc.
0%
+$9.74 
MDB MongoDB Inc.
-7.69%
-$15,865.33 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$12,975.37 
SNOW Snowflake Inc.
-6.93%
-$34,938.59 
FTNT Fortinet Inc.
-6.92%
-$27,282.53 
NET Cloudflare Inc.
-6.76%
-$13,783.66 
RBRK Rubrik, Inc.
-6.7%
-$19,461.6 
ZS Zscaler Inc.
-6.43%
-$16,647.32 
PLTR Palantir Technologies Inc.
-6.3%
-$150,233.85 
STX Seagate Technology Holdings plc
-5.47%
-$10,311.21 
TEAM Atlassian Corporation Class A
-4.86%
-$32,288.5 
AUR Aurora Innovation, Inc.
-4.54%
-$20,825 
WDC Western Digital Corporation
-4.5%
-$13,835.11 
NTNX Nutanix, Inc.
-4.22%
-$12,653.31 
INTC Intel Corporation
-4.11%
-$13,448.02 
DOCU DocuSign Inc.
-3.88%
-$10,778.93 
MU Micron Technology, Inc.
-3.71%
-$30,897.79 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.4%
-$8,116.43 
ORCL Oracle Corporation
-3.29%
-$21,782.31 
LRCX Lam Research Corporation
-3.08%
-$8,698.69 
ANET Arista Networks, Inc.
-3.03%
-$6,412.57 
GLW Corning Incorporated
-2.91%
-$5,247.06 
AVGO Broadcom Inc.
-2.85%
-$18,559.02 
ILMN Illumina, Inc.
-2.73%
-$5,606.39 
JBHT J.B. Hunt Transport Services, Inc.
-2.51%
-$6,531.3 
NFLX Netflix, Inc.
-2.45%
-$23,334.02 
HPQ HP Inc.
-2.25%
-$5,840.09 
META Meta Platforms Inc Class A
-2.21%
-$17,886.69 
BSY Bentley Systems, Incorporated Class B
-2.19%
-$13,034.02 
MOH Molina Healthcare Inc.
-1.99%
-$6,768 
MSFT Microsoft Corp.
-1.88%
-$72,247.16 
VBK Vanguard Small-Cap Growth ETF
-1.85%
-$127,391.4 
VGT Vanguard Information Technology ETF
-1.83%
-$82,393.92 
NVT nVent Electric plc
-1.73%
-$3,481.97 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.62%
-$4,788.28 
VRSN Verisign Inc.
-1.59%
-$3,555.05 
GOOGL Alphabet Inc
-1.55%
-$5,305.11 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$3,178.37 
MPT Medical Properties Trust, Inc.
-1.45%
-$486.18 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$64,155.6 
GOOG Alphabet Inc
-1.41%
-$28,571.94 
UNH UnitedHealth Group Incorporated
-1.34%
-$4,078.63 
IWF iShares Russell 1000 Growth ETF
-1.3%
-$6,307.98 
CNC Centene Corporation
-1.25%
-$7,300.36 
AVEM Avantis Emerging Markets Equity ETF
-1.2%
-$3,466.8 
VUG Vanguard Growth ETF
-1.19%
-$636,566.54 
VRTX Vertex Pharmaceuticals Incorporated
-1.19%
-$3,297.25 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.17%
-$4,048.2 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$2,769.29 
DAL Delta Air Lines, Inc.
-1.13%
-$2,484.25 
IWM iShares Russell 2000 ETF
-1.13%
-$7,737.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$2,403 
FIX Comfort Systems USA, Inc.
-1.09%
-$3,655.55 
TSLA Tesla, Inc.
-1.07%
-$15,248.8 
CBRE CBRE Group Inc.
-1.06%
-$2,215.64 
IBIT iShares Bitcoin Trust
-0.94%
-$2,330.68 
VEEV Veeva Systems Inc.
-0.9%
-$2,635.78 
IBM International Business Machines Corporation
-0.79%
-$1,863.92 
AMZN Amazon.com Inc
-0.62%
-$14,777.65 
VHT Vanguard Health Care ETF
-0.55%
-$3,079.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$21,181.5 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$5,675.97 
MLI Mueller Industries Inc.
-0.5%
-$986.37 
GIS General Mills, Inc.
-0.4%
-$835.51 
REGN Regeneron Pharmaceuticals, Inc.
-0.33%
-$830.55 
AOA iShares Core Aggressive Allocation ETF
-0.25%
-$3,542.45 
AMP Ameriprise Financial, Inc.
-0.2%
-$404 
GLD SPDR Gold Shares
-0.15%
-$2,137.53 
JCI Johnson Controls International plc
-0.14%
-$315.42 
DFNM Dimensional National Municipal Bond ETF
-0.14%
-$6,692.07 
BSX Boston Scientific Corporation
-0.14%
-$332.64 
ABT Abbott Laboratories
-0.12%
-$267.5 
VCR Vanguard Consumer Discretionary ETF
-0.09%
-$254.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.08%
-$6,079.56 
BMY Bristol-Myers Squibb Company
-0.05%
-$276.9 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$72.55 
ABNB Airbnb, Inc.
-0.02%
-$112.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 881 | Longs Won 603/881 68% | Profit Factor 13.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $756,425.35 |
| Average Win $122,636.01 | Best Trade (Oct 15) $18.28M | Sharpe Ratio -11.42 |
| Average Loss -$20,324.92 | Worst Trade (Oct 15) -$203,893.11 | Z-Score 9.67 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $77,524.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,560 | $4.37M | $7.43M | - | $3.06M | 69.99% | +0.81% |
| ABBV AbbVie Inc. | 1,199 | $268,614.16 | $341,277.36 | - | $72,663.2 | 27.05% | +0.436% |
| ABNB Airbnb, Inc. | 2,982 | $421,269.69 | $519,590.84 | - | $98,321.15 | 23.34% | -0.022% |
| ABT Abbott Laboratories | 2,140 | $194,183.6 | $223,747.7 | - | $29,564.1 | 15.22% | -0.119% |
| AME Ametek Inc. | 797 | $202,215 | $198,325.48 | - | -$3,889.52 | -1.92% | +0.129% |
| AMGN Amgen Inc. | 579 | $203,721 | $251,726.04 | - | $48,005.04 | 23.56% | +0.168% |
| AMLP Alerian MLP ETF | 15,136 | $663,820.99 | $790,250.56 | - | $126,429.57 | 19.05% | +0.578% |
| AMP Ameriprise Financial, Inc. | 404 | $185,339.05 | $202,638.32 | - | $17,299.27 | 9.33% | -0.199% |
| AMT American Tower Corporation | 1,864 | $307,101 | $343,479.28 | - | $36,378.28 | 11.85% | +1.605% |
| AMZN Amazon.com Inc | 9,353 | $1.65M | $2.37M | - | $717,872.95 | 43.5% | -0.62% |
| ANET Arista Networks, Inc. | 1,139 | $192,046.89 | $204,963.05 | - | $12,916.16 | 6.73% | -3.034% |
| AOA iShares Core Aggressive Allocation ETF | 14,459 | $1.06M | $1.41M | - | $342,411.58 | 32.21% | -0.251% |
| AUR Aurora Innovation, Inc. | 85,000 | $561,750.5 | $438,175 | - | -$123,575.5 | -22% | -4.537% |
| AVDE Avantis International Equity ETF | 4,528 | $311,143.28 | $408,765.2 | - | $97,621.92 | 31.38% | +0.428% |
| AVEM Avantis Emerging Markets Equity ETF | 3,210 | $309,667.16 | $286,717.2 | - | -$22,949.96 | -7.41% | -1.195% |
| AVGO Broadcom Inc. | 1,888 | $597,509.56 | $631,536 | - | $34,026.44 | 5.69% | -2.855% |
| AVLV Avantis U.S. Large Cap Value ETF | 5,776 | $393,722.77 | $539,420.64 | - | $145,697.87 | 37.01% | +0.011% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,330 | $226,911.35 | $280,869.85 | - | $53,958.5 | 23.78% | +0.087% |
| BAC Bank of America Corporation | 5,243 | $298,459.92 | $273,160.3 | - | -$25,299.62 | -8.48% | +0.774% |
| BIIB Biogen Inc. | 975 | $200,840.16 | $229,476 | - | $28,635.84 | 14.26% | +0.004% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bill Parsons?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.2M, Cintas Corporation - $1.4M, Vanguard Growth ETF - $559,453.47, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $516,527.57, and iShares Short Treasury Bond ETF - $500,651.85. 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: Lamb Weston Holdings, Inc - $150,099.92, Atlassian Corporation Class A - $139,123.39, Carpenter Technology Corporation - $136,919.83, lululemon athletica inc - $132,946, and Vertiv Holdings Co - $119,425.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bill Parsons's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.16M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $2.15M, iShares Short Treasury Bond ETF - $576,264.25, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $551,725.58, Vanguard Growth ETF - $448,779.54, and Cintas Corporation - $392,657.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bill Parsons's monthly returns?
Bill Parsons'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 Bill Parsons's strategy be considered aggressive or moderate?
Bill Parsons'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 Bill Parsons's strategy?
Bill Parsons's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
