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:
64.64%
Gain -0.12%
Monthly
1.57%
Yearly
20.54%
Drawdown
19%
$261.68M
Equity
Holdings
$261.68M
Investment
$196.03M
$68.71M
Profit -$218,984.16
Realized
$3.06M
Unrealized
$65.65M
Dividends
$6.51M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$218,984.16
Win %
70%
This Week
Compared To Last Week
Gain
0.02%
Profit
$56,724.36
Win %
70%
This Month
Compared to last month
Gain
-0.08%
Profit
-$218,984.16
Win %
70%
This Year
Compared to last year
Gain
3.83%
Profit
$9.67M
Win %
70%
STX Seagate Technology Holdings plc
+7.03%
+$16,557.02 
ANET Arista Networks, Inc.
+6.39%
+$17,811.19 
TER Teradyne, Inc.
+6.11%
+$21,974.64 
MOH Molina Healthcare Inc.
+5.92%
+$22,429.46 
ORCL Oracle Corporation
+5.36%
+$28,860 
GLW Corning Incorporated
+5.18%
+$11,649 
MU Micron Technology, Inc.
+4.92%
+$49,356.53 
LRCX Lam Research Corporation
+4.72%
+$18,139.79 
JBHT J.B. Hunt Transport Services, Inc.
+3.99%
+$17,583.94 
WDC Western Digital Corporation
+3.69%
+$22,654.18 
CNC Centene Corporation
+3.37%
+$23,032.23 
INTC Intel Corporation
+3.32%
+$8,615.16 
NVDA NVIDIA Corporation
+3.03%
+$88,207.1 
FIX Comfort Systems USA, Inc.
+3.01%
+$23,303.38 
GEV GE Vernova Inc.
+2.77%
+$12,833.16 
PURR Hyperliquid Strategies Inc.
+2.74%
+$4,693.5 
VIK Viking Holdings Ltd
+2.6%
+$10,860.96 
BIIB Biogen Inc.
+2.44%
+$4,935.18 
WMT Walmart Inc.
+2.43%
+$13,398 
NVT nVent Electric plc
+2.39%
+$5,856 
VRT Vertiv Holdings Co
+2.32%
+$8,370.9 
TXRH Texas Roadhouse Inc.
+2.13%
+$7,189.5 
EME EMCOR Group, Inc.
+2.02%
+$6,831.03 
MRK Merck & Co., Inc.
+1.92%
+$14,960 
NTRS Northern Trust Corporation
+1.89%
+$5,506.05 
WFC Wells Fargo & Company
+1.69%
+$6,880.52 
AVEM Avantis Emerging Markets Equity ETF
+1.54%
+$4,296.91 
RY Royal Bank of Canada
+1.53%
+$3,319.83 
COF Capital One Financial Corporation
+1.5%
+$5,379.17 
LMT Lockheed Martin Corporation
+1.5%
+$12,986.42 
CAT Caterpillar Inc.
+1.45%
+$13,330.68 
WAL Western Alliance Bancorporation
+1.37%
+$2,932.16 
FDX FedEx Corporation
+1.35%
+$5,503.13 
C Citigroup Inc.
+1.33%
+$3,929.51 
CI The Cigna Group
+1.29%
+$2,630.22 
BAC Bank of America Corporation
+1.27%
+$4,166.64 
CFG Citizens Financial Group, Inc.
+1.26%
+$3,674.48 
VGT Vanguard Information Technology ETF
+1.19%
+$52,573.95 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
+1.16%
+$5,959.8 
PB Prosperity Bancshares Inc.
+1.11%
+$2,232.86 
ABT Abbott Laboratories
+1.08%
+$2,546.6 
BLK BlackRock, Inc.
+1.05%
+$3,150.29 
GLD SPDR Gold Shares
+0.99%
+$14,347.15 
KMX CarMax Inc.
+0.91%
+$1,954.64 
AYI Acuity Brands Inc.
+0.91%
+$2,031.26 
JPM JPMorgan Chase & Co.
+0.87%
+$10,305.45 
UNH UnitedHealth Group Incorporated
+0.84%
+$2,614.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$4,304.16 
KMI Kinder Morgan, Inc.
+0.79%
+$1,790.5 
CMI Cummins Inc.
+0.77%
+$2,200.09 
DTE DTE Energy Company
+0.76%
+$1,620.32 
TEAM Atlassian Corporation Class A
+0.75%
+$4,189.91 
MPT Medical Properties Trust, Inc.
+0.75%
+$365.31 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$1,569.75 
HPQ HP Inc.
+0.72%
+$1,731.87 
DKNG DraftKings Inc.
+0.67%
+$2,291.09 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$3,209.48 
GIS General Mills, Inc.
+0.66%
+$2,631.75 
SO The Southern Company
+0.65%
+$7,063.2 
ES Eversource Energy
+0.59%
+$2,239.86 
RBC RBC Bearings Incorporated
+0.57%
+$1,134.87 
IWM iShares Russell 2000 ETF
+0.57%
+$4,282.82 
COST Costco Wholesale Corporation
+0.56%
+$1,161.36 
PSX Phillips 66
+0.54%
+$3,744.18 
NTNX Nutanix, Inc.
+0.51%
+$1,873.74 
FCX Freeport-McMoRan Inc.
+0.51%
+$1,896.3 
MGV Vanguard Mega Cap Value ETF
+0.51%
+$4,432.75 
HBAN Huntington Bancshares Incorporated
+0.51%
+$1,121.49 
AVDE Avantis International Equity ETF
+0.5%
+$2,012.54 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$35,494.3 
VDC VANGUARD CONSUMER STAPLES ETF
+0.5%
+$1,829.65 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.49%
+$1,039.74 
PNC The PNC Financial Services Group, Inc.
+0.48%
+$2,635.89 
PCG PG&E Corporation
+0.46%
+$3,117.12 
AMGN Amgen Inc.
+0.45%
+$1,088.53 
MAA Mid-America Apartment Communities, Inc.
+0.45%
+$1,364.65 
LLY Eli Lilly and Company
+0.43%
+$2,750.97 
VTV Vanguard Value ETF
+0.42%
+$206,068.37 
JNJ Johnson & Johnson
+0.41%
+$4,271.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.39%
+$1,207.68 
AOA iShares Core Aggressive Allocation ETF
+0.38%
+$5,599.65 
EFA iShares MSCI EAFE ETF
+0.38%
+$6,257.89 
AMP Ameriprise Financial, Inc.
+0.37%
+$1,074.27 
SNPS Synopsys, Inc.
+0.34%
+$805.11 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$12,356.42 
VUG Vanguard Growth ETF
+0.32%
+$165,781.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$12,490.41 
VHT Vanguard Health Care ETF
+0.31%
+$1,659.69 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.29%
+$3,980.08 
MCO Moody's Corporation
+0.28%
+$614.72 
GS The Goldman Sachs Group, Inc.
+0.27%
+$671.99 
ED Consolidated Edison, Inc.
+0.26%
+$505.12 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$2,732.87 
VOO Vanguard S&P 500 ETF
+0.25%
+$640.51 
DUK Duke Energy Corporation
+0.24%
+$799.5 
VYMI Vanguard International High Dividend Yield Index Fund
+0.23%
+$838.56 
AVUV Avantis U.S. Small Cap Value ETF
+0.23%
+$655.11 
ATO Atmos Energy Corporation
+0.23%
+$469.29 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$9,855.45 
VIS Vanguard Industrials ETF
+0.21%
+$596.61 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.21%
+$2,002.5 
CAG Conagra Brands Inc.
+0.2%
+$376.65 
VDE Vanguard Energy ETF
+0.19%
+$456.71 
AVLV Avantis U.S. Large Cap Value ETF
+0.17%
+$878.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.16%
+$12,656.7 
NWL Newell Brands Inc.
+0.16%
+$119.26 
EPD Enterprise Products Partners L.P.
+0.16%
+$5,663.7 
BMY Bristol-Myers Squibb Company
+0.14%
+$1,076.04 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$305.19 
VOE Vanguard Mid-Cap Value ETF
+0.1%
+$214.62 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$202.51 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$720 
ORI Old Republic International Corp.
+0.09%
+$203.56 
JEPI JPMorgan Equity Premium Income Fund
+0.09%
+$921 
DFNM Dimensional National Municipal Bond ETF
+0.08%
+$4,087.6 
DIHP Dimensional International High Profitability Portfolio
+0.08%
+$439.83 
VPLS Vanguard Core-Plus Bond ETF
+0.08%
+$170.52 
NEE NextEra Energy, Inc.
+0.05%
+$110.12 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$113.94 
ILMN Illumina, Inc.
+0.04%
+$78.54 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$321.24 
CL Colgate-Palmolive Company
+0.01%
+$36.62 
CLOA iShares AAA CLO ETF
+0.01%
+$148.33 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$53.78 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
GTM ZoomInfo Technologies Inc.
-5.39%
-$3,307.26 
META Meta Platforms Inc Class A
-3.38%
-$22,661.88 
NBIX Neurocrine Biosciences Inc.
-3.37%
-$11,177.95 
HD The Home Depot, Inc.
-3.12%
-$14,298.73 
TTWO Take-Two Interactive Software, Inc.
-2.99%
-$11,362.5 
GM General Motors Company
-2.9%
-$9,184.14 
ABNB Airbnb, Inc.
-2.64%
-$18,269.9 
GOSS Gossamer Bio Inc.
-2.42%
-$96.95 
MSFT Microsoft Corp.
-2.26%
-$84,473.74 
GPK Graphic Packaging Holding Company
-2.26%
-$3,756.78 
PLTR Palantir Technologies Inc.
-2.23%
-$54,054 
DOCU DocuSign Inc.
-2.09%
-$5,019.53 
TJX The TJX Companies, Inc.
-2.01%
-$9,108.33 
OC Owens Corning
-1.89%
-$4,244.1 
EXEL Exelixis Inc.
-1.85%
-$3,562.5 
LYB LyondellBasell Industries N.V.
-1.84%
-$4,478.1 
AMZN Amazon.com Inc
-1.83%
-$48,043.62 
FDS FactSet Research Systems Inc.
-1.75%
-$4,300.33 
CRS Carpenter Technology Corporation
-1.66%
-$5,366.94 
TXN Texas Instruments Inc
-1.65%
-$3,966.44 
VRSN Verisign Inc.
-1.63%
-$5,932.85 
TSLA Tesla, Inc.
-1.59%
-$19,991.56 
TRV The Travelers Companies, Inc.
-1.45%
-$6,469.14 
BSY Bentley Systems, Incorporated Class B
-1.43%
-$8,525.4 
ROST Ross Stores, Inc.
-1.41%
-$3,058.04 
RHI Robert Half Inc.
-1.4%
-$3,333.5 
CPRT Copart Inc.
-1.4%
-$3,270.16 
JCI Johnson Controls International plc
-1.27%
-$3,380.5 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$15,846.38 
MRSH Marsh & McLennan Companies, Inc.
-1.25%
-$5,071.58 
XLB Materials Select Sector SPDR Fund
-1.24%
-$8,225.58 
AMLP Alerian MLP ETF
-1.23%
-$10,292.48 
AUR Aurora Innovation, Inc.
-1.15%
-$5,600 
AON Aon plc
-1.15%
-$3,788.4 
CB Chubb Limited
-1.08%
-$5,531.47 
VCR Vanguard Consumer Discretionary ETF
-1.08%
-$3,382.55 
IBM International Business Machines Corporation
-1.02%
-$2,557.12 
V Visa Inc. Class A
-0.94%
-$6,504.22 
WCN Waste Connections Inc.
-0.91%
-$2,878.08 
AAPL Apple Inc.
-0.87%
-$59,251.5 
CTAS Cintas Corporation
-0.86%
-$185,685.39 
TMUS T-Mobile US, Inc.
-0.81%
-$1,880.65 
NFLX Netflix, Inc.
-0.78%
-$7,509.26 
GE General Electric Company
-0.74%
-$2,833.75 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$2,179.53 
S SentinelOne Inc.
-0.71%
-$1,783.2 
EIX Edison International
-0.7%
-$4,120.41 
FTNT Fortinet Inc.
-0.65%
-$2,538.9 
SNOW Snowflake Inc.
-0.56%
-$3,660.36 
ORLY O'Reilly Automotive Inc.
-0.56%
-$2,792.38 
ABBV AbbVie Inc.
-0.53%
-$2,010.97 
DAL Delta Air Lines, Inc.
-0.53%
-$1,609.44 
RTX RTX Corporation
-0.49%
-$1,186.91 
DG Dollar General Corporation
-0.39%
-$1,107.32 
JEF Jefferies Financial Group Inc.
-0.33%
-$673.56 
FAST Fastenal Co.
-0.3%
-$973.76 
DIS The Walt Disney Company
-0.3%
-$1,084.38 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.27%
-$695.24 
MLI Mueller Industries Inc.
-0.25%
-$1,655.12 
ITW Illinois Tool Works Inc.
-0.22%
-$506.87 
RBRK Rubrik, Inc.
-0.21%
-$583.8 
GOOG Alphabet Inc
-0.18%
-$3,822.21 
EOG EOG Resources, Inc.
-0.18%
-$464.6 
GOOGL Alphabet Inc
-0.08%
-$296.12 
FTI TechnipFMC plc
-0.07%
-$290.55 
CVX Chevron Corporation
-0.03%
-$185.28 
XOM Exxon Mobil Corporation
-0.03%
-$129.05 
AIT Applied Industrial Technologies Inc.
-0.02%
-$35.77 
PM Philip Morris International Inc.
-0.02%
-$38.85 
AVGO Broadcom Inc.
-0.01%
-$66.6 Events
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Dividends
Dividend Analysis
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| Trades 735 | Longs Won 511/735 69% | Profit Factor 16.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $817,774.4 |
| Average Win $143,191.4 | Best Trade (Aug 14) $17.35M | Sharpe Ratio -13.05 |
| Average Loss -$19,924.1 | Worst Trade (Mar 30) -$194,540 | Z-Score 9.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $93,480.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,275 | $4.51M | $6.73M | - | $2.22M | 49.27% | -0.872% |
| ABBV AbbVie Inc. | 1,512 | $341,086.12 | $376,125.1 | - | $35,038.98 | 10.27% | -0.532% |
| ABNB Airbnb, Inc. | 3,740 | $524,145.68 | $673,555.3 | - | $149,409.62 | 28.51% | -2.641% |
| ABT Abbott Laboratories | 2,140 | $194,183.6 | $237,347.4 | - | $43,163.8 | 22.23% | +1.085% |
| AIT Applied Industrial Technologies Inc. | 596 | $200,500 | $209,964.84 | - | $9,464.84 | 4.72% | -0.017% |
| AMGN Amgen Inc. | 579 | $203,721 | $240,968.22 | - | $37,247.22 | 18.28% | +0.454% |
| AMLP Alerian MLP ETF | 15,136 | $663,820.99 | $827,485.12 | - | $163,664.13 | 24.65% | -1.229% |
| AMP Ameriprise Financial, Inc. | 514 | $235,802.65 | $290,445.98 | - | $54,643.33 | 23.17% | +0.371% |
| AMZN Amazon.com Inc | 9,628 | $1.69M | $2.57M | - | $881,468.74 | 52.1% | -1.833% |
| ANET Arista Networks, Inc. | 1,408 | $237,403 | $296,384 | - | $58,981 | 24.84% | +6.394% |
| AOA iShares Core Aggressive Allocation ETF | 14,736 | $1.08M | $1.47M | - | $383,440.02 | 35.43% | +0.384% |
| AON Aon plc | 924 | $306,481.56 | $325,580.63 | - | $19,099.07 | 6.23% | -1.15% |
| ATO Atmos Energy Corporation | 1,235 | $219,435 | $209,443.65 | - | -$9,991.35 | -4.55% | +0.225% |
| AUR Aurora Innovation, Inc. | 70,000 | $475,500.5 | $480,900 | - | $5,399.5 | 1.14% | -1.151% |
| AVDE Avantis International Equity ETF | 4,282 | $288,861.54 | $402,679.28 | - | $113,817.74 | 39.4% | +0.502% |
| AVEM Avantis Emerging Markets Equity ETF | 3,026 | $291,978.74 | $282,931 | - | -$9,047.74 | -3.1% | +1.542% |
| AVGO Broadcom Inc. | 2,221 | $707,383.74 | $924,047.05 | - | $216,663.31 | 30.63% | -0.007% |
| AVLV Avantis U.S. Large Cap Value ETF | 5,489 | $367,223.12 | $517,942.04 | - | $150,718.92 | 41.04% | +0.17% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,259 | $218,356.92 | $288,045.09 | - | $69,688.17 | 31.91% | +0.228% |
| AYI Acuity Brands Inc. | 625 | $235,412.5 | $225,206.25 | - | -$10,206.25 | -4.34% | +0.91% |
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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 - $1.97M, Cintas Corporation - $1.35M, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $516,527.57, Vanguard Growth ETF - $505,574.37, and iShares Short Treasury Bond ETF - $497,903.9. 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: Atlassian Corporation Class A - $194,540, Lamb Weston Holdings, Inc - $150,099.92, lululemon athletica inc - $132,946, Cadence Bank - $111,248.27, and Fiserv, Inc - $73,073.36. 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 $6.51M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.93M, iShares Short Treasury Bond ETF - $570,750.17, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $551,725.58, Vanguard Growth ETF - $394,900.44, and Cintas Corporation - $338,106.22. 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.
