Landon Marsh Portfolio
Invests via Scott Marsh Financial LLC | Managed by Scott Clyde Marsh, Landon Marsh, Chris Marsh
Invests via Scott Marsh Financial LLC
Managed by Scott Clyde Marsh, Landon Marsh, Chris Marsh
Automatically Tracked
Private-equity and growth-stage investor with operating background, focused on fintech and enterprise software. Landon Marsh is known for sourcing and executing software-enabled transactions, leading portfolio strategy and go-to-market scaling, and advising management on metrics-driven growth. Experienced in board governance, capital formation and M&A processes across North America.
Private-equity and growth-stage investor with operating background, focused on fintech and enterprise software. Landon Marsh is known for sourcing and executing software-enabled transactions, leading portfolio strategy and go-to-market scaling, and advising management on metrics-driven growth. Experienced in board governance, capital formation and M&A processes across North America.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech investments, deploying operationally oriented private equity playbooks to accelerate metric-driven revenue and unit-economics improvement. Prefers software-enabled business models with clear SaaS economics and defensible go-to-market motion, sourcing proprietary deal flow and leading hands-on portfolio governance. Capital allocation favors staged growth rounds tied to KPI milestones, pragmatic leverage, and exit-ready value creation through GTM scaling, M&A tuck-ins, and disciplined board-level oversight.
Focuses on growth-stage software and fintech investments, deploying operationally oriented private equity playbooks to accelerate metric-driven revenue and unit-economics improvement. Prefers software-enabled business models with clear SaaS economics and defensible go-to-market motion, sourcing proprietary deal flow and leading hands-on portfolio governance. Capital allocation favors staged growth rounds tied to KPI milestones, pragmatic leverage, and exit-ready value creation through GTM scaling, M&A tuck-ins, and disciplined board-level oversight.
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:
0%
Gain
Monthly
0%
Yearly
0%
Drawdown
10.39%
$306.74M
Equity
Holdings
$306.74M
Investment
$269.67M
$37.02M
Profit -$2.36M
Realized
-$53,780.16
Unrealized
$37.07M
Dividends
$3.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.36M
Win %
60%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.77M
Win %
60%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.58M
Win %
60%
This Year
Compared to last year
Gain
5.91%
Profit
$17.11M
Win %
60%
CSWI CSW Industrials Inc.
+8.6%
+$53,780.16 
MOG-A Moog Inc.
+3.7%
+$50,197.24 
AIG American International Group Inc.
+3.08%
+$35,260.8 
ALL Allstate Corporation
+2.7%
+$7,339.72 
ORCL Oracle Corporation
+2.68%
+$89,615.4 
GE General Electric Company
+2.54%
+$14,345.26 
CSCO Cisco Systems, Inc.
+2.33%
+$19,358.72 
SM SM Energy Company
+2.28%
+$7,986.75 
UNH UnitedHealth Group Incorporated
+2.23%
+$6,180.29 
WRB W.R. Berkley Corporation
+2.23%
+$16,750.46 
CB Chubb Limited
+2.19%
+$5,866.12 
CNC Centene Corporation
+2.1%
+$22,391.56 
XOM Exxon Mobil Corporation
+1.7%
+$14,194.32 
GEV GE Vernova Inc.
+1.57%
+$6,424.18 
CVX Chevron Corporation
+1.4%
+$22,833.63 
JNJ Johnson & Johnson
+1.37%
+$13,372.2 
RMBS Rambus Inc.
+1.33%
+$27,488.7 
BMY Bristol-Myers Squibb Company
+1.31%
+$16,319.82 
ABT Abbott Laboratories
+1.27%
+$27,183.24 
LGND Ligand Pharmaceuticals Inc.
+1.25%
+$26,088.7 
ABBV AbbVie Inc.
+1.23%
+$6,753.01 
HEI.A Heico Corporation
+1.2%
+$13,691.16 
CVS CVS Health Corporation
+1.14%
+$24,216.94 
MPC Marathon Petroleum Corporation
+1.11%
+$21,571.66 
POWI Power Integrations Inc.
+1.09%
+$4,595.72 
RTX RTX Corporation
+1.08%
+$22,885.8 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$4,050.8 
GLDM SPDR Gold MiniShares Trust
+1%
+$3,034.39 
CAT Caterpillar Inc.
+0.99%
+$28,557.2 
COP ConocoPhillips
+0.96%
+$3,252.83 
PM Philip Morris International Inc.
+0.96%
+$18,527.4 
MPWR Monolithic Power Systems, Inc.
+0.85%
+$27,542.88 
SNFCA Security National Financial Corporation
+0.85%
+$3,685.22 
CAH Cardinal Health Inc.
+0.85%
+$2,326.22 
NVS Novartis AG Sponsored ADR
+0.81%
+$2,644.92 
LMT Lockheed Martin Corporation
+0.8%
+$3,409.97 
LLY Eli Lilly and Company
+0.79%
+$34,260.8 
NWG NatWest Group plc Sponsored ADR
+0.7%
+$1,615.25 
DGX Quest Diagnostics Inc.
+0.61%
+$1,635.84 
AMT American Tower Corporation
+0.61%
+$6,276.82 
B BARRICK MINING CORP Common Stock (ABR0)
+0.56%
+$3,068.72 
MET MetLife Inc.
+0.49%
+$5,479.52 
FCX Freeport-McMoRan Inc.
+0.48%
+$9,727.2 
ROST Ross Stores, Inc.
+0.45%
+$8,648.89 
CALX Calix Inc.
+0.41%
+$2,596.48 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.4%
+$2,066.04 
TDY Teledyne Technologies Incorporated
+0.4%
+$4,564.98 
GD General Dynamics Corporation
+0.38%
+$1,296.4 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.37%
+$3,090.07 
MRK Merck & Co., Inc.
+0.36%
+$1,658.76 
APD Air Products and Chemicals, Inc.
+0.34%
+$783.36 
JPM JPMorgan Chase & Co.
+0.3%
+$8,131.52 
OLED Universal Display Corporation
+0.29%
+$1,541.6 
PYPL PayPal Holdings Inc
+0.18%
+$283 
BAC Bank of America Corporation
+0.17%
+$3,388.56 
CI The Cigna Group
+0.14%
+$1,317.77 
BA Boeing Company
+0.14%
+$4,025.78 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$1,682.85 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,893.15 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.11%
+$1,259.37 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$805.2 
VZ Verizon Communications Inc.
+0.09%
+$1,641.53 
YETI FNCL Series 2007 Other Floating Rate Instrument
+0.07%
+$446.07 
AES AES Corporation
+0.07%
+$977.2 
WFC Wells Fargo & Company
+0.05%
+$700.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$160.87 
BMI Badger Meter Inc.
+0.03%
+$190.55 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$57.55 
ADBE Adobe Inc.
+0.01%
+$120.44 
UL
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.64%
-$45,570.56 
NFLX Netflix, Inc.
-7.42%
-$188,342.4 
UFPT UFP Technologies Inc.
-5.18%
-$31,747.1 
PNR Pentair plc
-3.69%
-$34,274.95 
SYK Stryker Corporation
-3.17%
-$6,747.42 
META Meta Platforms Inc Class A
-3.16%
-$120,780.92 
AMAT Applied Materials, Inc.
-3.09%
-$165,232.9 
KO The Coca-Cola Company
-3.08%
-$15,642.93 
IBM International Business Machines Corporation
-3.08%
-$5,917.72 
ITGR Integer Holdings Corporation
-3.06%
-$20,041.55 
SKY Skyline Champion Corporation
-2.95%
-$18,492.83 
INSP Inspire Medical Systems, Inc.
-2.72%
-$5,542.6 
PAYC Paycom Software, Inc.
-2.5%
-$17,424.42 
FAST Fastenal Co.
-2.46%
-$5,892.6 
IT Gartner Inc.
-2.45%
-$5,803 
KLAC KLA Corporation
-2.43%
-$12,495.6 
LII Lennox International Inc.
-2.39%
-$26,573.26 
LUV Southwest Airlines Co.
-2.37%
-$12,062.7 
IDXX IDEXX Laboratories, Inc.
-2.3%
-$32,387.04 
FDS FactSet Research Systems Inc.
-2.25%
-$8,372.1 
EXPO Exponent Inc.
-2.24%
-$8,660.16 
MELI MercadoLibre, Inc.
-2.2%
-$3,551.34 
GOOG Alphabet Inc
-2.16%
-$176,760.9 
TSLA Tesla, Inc.
-2.16%
-$87,727.9 
BKNG Booking Holdings Inc.
-2.15%
-$3,965 
MSFT Microsoft Corp.
-2.11%
-$184,662.94 
GOOGL Alphabet Inc
-2.11%
-$152,382.76 
DIS The Walt Disney Company
-2.1%
-$14,220.36 
VCEL Vericel Corporation
-2.07%
-$14,524.29 
UTI Universal Technical Institute Inc.
-2.07%
-$16,647.12 
BOX Box Inc.
-2.07%
-$13,373.75 
DPZ Domino's Pizza Inc.
-2.06%
-$17,099.16 
ACN Accenture plc Class A
-2.04%
-$18,663.78 
AVAV AeroVironment Inc.
-2.03%
-$10,435.35 
MNST Monster Beverage Corporation
-2.02%
-$18,321.4 
CSGP CoStar Group, Inc.
-1.93%
-$6,639.75 
MMSI Merit Medical Systems, Inc.
-1.92%
-$10,071.7 
CVLT Commvault Systems Inc.
-1.92%
-$15,420.51 
NVMI Nova Ltd.
-1.9%
-$24,283.96 
EFX Equifax Inc.
-1.89%
-$21,664.8 
BR Broadridge Financial Solutions, Inc.
-1.88%
-$17,130.24 
SAP SAP SE Sponsored ADR
-1.87%
-$6,827.4 
EME EMCOR Group, Inc.
-1.83%
-$13,557.5 
SBUX Starbucks Corporation
-1.82%
-$40,842.04 
SHOP Shopify Inc.
-1.77%
-$35,440.08 
NVO Novo Nordisk A/S Sponsored ADR
-1.76%
-$5,121.4 
JBTM JBT Marel Corporation
-1.74%
-$11,565.18 
V Visa Inc. Class A
-1.72%
-$94,689.66 
SPEM SPDR Portfolio Emerging Markets ETF
-1.72%
-$9,618 
LOW Lowe's Companies Inc.
-1.71%
-$23,010.84 
COO The Cooper Companies, Inc.
-1.7%
-$23,002.62 
SPOT Spotify Technology S.A.
-1.7%
-$4,944.04 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$39,749.44 
STRL Sterling Infrastructure, Inc.
-1.68%
-$47,226.45 
ALLE Allegion plc
-1.66%
-$13,684.44 
KNF Knife River Corporation
-1.64%
-$9,281.75 
TXN Texas Instruments Inc
-1.63%
-$7,261.68 
BSY Bentley Systems, Incorporated Class B
-1.62%
-$4,575.32 
PBH Prestige Consumer Healthcare Inc.
-1.6%
-$6,573.96 
MA Mastercard Incorporated
-1.6%
-$53,230.02 
ZTS Zoetis Inc.
-1.56%
-$17,632.8 
ADP Automatic Data Processing Inc.
-1.54%
-$4,281.8 
ACIW ACI Worldwide, Inc.
-1.52%
-$22,785.78 
COF Capital One Financial Corporation
-1.5%
-$3,752.4 
MSCI MSCI Inc.
-1.47%
-$45,422.3 
PEP PepsiCo, Inc.
-1.42%
-$3,437.28 
SE Sea Ltd.
-1.41%
-$3,184.5 
ALGN Align Technology, Inc.
-1.4%
-$15,630 
PLTR Palantir Technologies Inc.
-1.38%
-$5,691.6 
RELX Relx PLC Sponsored ADR
-1.37%
-$2,075.3 
WMB The Williams Companies, Inc.
-1.36%
-$17,764.32 
INTU Intuit Inc.
-1.34%
-$1,469.4 
ABCB Ameris Bancorp
-1.33%
-$11,980.88 
ABNB Airbnb, Inc.
-1.33%
-$24,684.24 
WDAY Workday Inc.
-1.31%
-$12,472.3 
ELF Elf Beauty Inc.
-1.3%
-$6,541.68 
GLW Corning Incorporated
-1.29%
-$59,664.92 
TILE Interface Inc.
-1.28%
-$11,461.38 
POOL Pool Corporation
-1.27%
-$10,845.12 
WMS Advanced Drainage Systems, Inc.
-1.27%
-$8,616.96 
LMAT Lemaitre Vascular Inc.
-1.27%
-$9,136.31 
EPAM Epam Systems Inc.
-1.25%
-$7,268.8 
IBIT iShares Bitcoin Trust
-1.25%
-$4,133.68 
ODFL Old Dominion Freight Line, Inc.
-1.25%
-$21,874.4 
BCPC Balchem Corporation
-1.24%
-$7,951.6 
BDX Becton, Dickinson and Company
-1.24%
-$3,067.61 
NVDA NVIDIA Corporation
-1.23%
-$121,167.45 
GBTC Grayscale Bitcoin Trust ETF
-1.23%
-$1,686.04 
RSG Republic Services, Inc.
-1.21%
-$2,416.36 
GS The Goldman Sachs Group, Inc.
-1.2%
-$4,714.85 
MCD McDonald's Corporation
-1.2%
-$4,034.8 
CXT Crane NXT Co.
-1.19%
-$7,930.42 
HD The Home Depot, Inc.
-1.17%
-$8,997 
CRM Salesforce Inc
-1.16%
-$4,872.24 
DTEC Alps Disruptive Technologies ETF
-1.16%
-$5,885.82 
FSS Federal Signal Corp.
-1.15%
-$7,376.08 
C Citigroup Inc.
-1.13%
-$25,181 
BIZD VanEck BDC Income ETF
-1.13%
-$3,088.07 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$4,568.85 
CMCSA Comcast Corp
-1.08%
-$1,776.04 
STZ Constellation Brands, Inc.
-1.02%
-$1,835.4 
VRSK Verisk Analytics Inc.
-1.02%
-$8,962.6 
LRCX Lam Research Corporation
-0.97%
-$10,620.48 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$4,678.52 
QCOM QUALCOMM Incorporated
-0.96%
-$20,525.79 
NU Nu Holdings Ltd.
-0.94%
-$1,950.26 
SXT Sensient Technologies Corporation
-0.94%
-$7,628.4 
COST Costco Wholesale Corporation
-0.93%
-$7,094.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$19,979.04 
BRO Brown & Brown Inc.
-0.83%
-$6,180.48 
LYG Lloyds Banking Group Plc ADR
-0.83%
-$1,314.77 
LIN Linde plc
-0.82%
-$2,869.44 
THC Tenet Healthcare Corporation
-0.81%
-$11,745 
LPLA LPL Financial Holdings Inc.
-0.8%
-$4,959.09 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$4,405.68 
FE FirstEnergy Corp.
-0.73%
-$3,294.72 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$4,625.43 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.67%
-$14,974.7 
MDT Medtronic plc
-0.67%
-$3,034.08 
VOO Vanguard S&P 500 ETF
-0.65%
-$23,816.4 
AMZN Amazon.com Inc
-0.64%
-$64,387.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$1,875.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.63%
-$1,780.68 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$11,271.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$1,534.41 
NDSN Nordson Corporation
-0.6%
-$6,892.42 
PCG PG&E Corporation
-0.6%
-$7,544.67 
HLI Houlihan Lokey Inc.
-0.59%
-$5,017.32 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.58%
-$3,269.6 
TT Trane Technologies plc
-0.57%
-$2,091.19 
CSX CSX Corporation
-0.56%
-$6,539.04 
IDCC InterDigital, Inc.
-0.54%
-$5,116.26 
FTI TechnipFMC plc
-0.52%
-$6,535.12 
AVGO Broadcom Inc.
-0.52%
-$9,990.95 
AON Aon plc
-0.49%
-$9,640.85 
WEC WEC Energy Group Inc.
-0.48%
-$1,216.44 
AAPL Apple Inc.
-0.46%
-$93,693.42 
WAB Wabtec Corporation
-0.45%
-$10,574.34 
ANET Arista Networks, Inc.
-0.43%
-$1,673.16 
HDB HDFC Bank Limited ADR
-0.42%
-$935.88 
WTW Willis Towers Watson Public Limited Company
-0.4%
-$1,125.75 
EXPD Expeditors International of Washington, Inc.
-0.4%
-$1,396.78 
NPO EnPro Industries Inc.
-0.38%
-$4,384.68 
JQUA JPMorgan U.S. Quality Factor ETF
-0.37%
-$1,173.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.34%
-$4,910.28 
MRSH Marsh & McLennan Companies, Inc.
-0.34%
-$1,440.88 
VRTX Vertex Pharmaceuticals Incorporated
-0.34%
-$2,481.63 
WMT Walmart Inc.
-0.34%
-$2,057.81 
PJT PJT Partners Inc.
-0.33%
-$2,539.35 
DUK Duke Energy Corporation
-0.33%
-$959.4 
PRF Invesco FTSE RAFI US 1000 ETF
-0.32%
-$1,424.33 
AMD Advanced Micro Devices, Inc.
-0.31%
-$5,814.58 
T AT&T Inc.
-0.3%
-$903.89 
APH Amphenol Corporation
-0.29%
-$1,492.2 
PRIM Primoris Services Corporation
-0.29%
-$2,002.52 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.29%
-$3,132.36 
PG Procter & Gamble Co
-0.28%
-$1,981.44 
MS Morgan Stanley
-0.28%
-$5,853.66 
AME Ametek Inc.
-0.28%
-$8,503.44 
HLNE Hamilton Lane Inc.
-0.25%
-$904.93 
CNS Cohen & Steers Inc.
-0.25%
-$1,371.4 
SCHA Schwab U.S. Small-Cap ETF
-0.2%
-$689.64 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$725.92 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-0.18%
-$609.43 
ADSK Autodesk, Inc.
-0.16%
-$794.24 
YUM Yum! Brands, Inc.
-0.14%
-$305.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.12%
-$2,024.52 
REGN Regeneron Pharmaceuticals, Inc.
-0.11%
-$436.4 
GILD Gilead Sciences Inc.
-0.1%
-$338.52 
WST West Pharmaceutical Services, Inc.
-0.09%
-$1,889.92 
NOW ServiceNow, Inc.
-0.06%
-$633 
SCHV Schwab U.S. Large-Cap Value ETF
-0.04%
-$475.98 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$687.54 
JBBB Janus Henderson B-BBB CLO ETF
-0.03%
-$146.37 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$138.57 
DE Deere & Company
-0.01%
-$46.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$215.88 
BOOT Boot Barn Holdings, Inc.
0%
-$22.34 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 151/248 60% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $813,959.21 |
| Average Win $426,121.09 | Best Trade (Jul 17) $7.9M | Sharpe Ratio -1,272 |
| Average Loss -$281,185.6 | Worst Trade (Jul 17) -$2.54M | Z-Score 4.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $149,256.05 |
| 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% | <0.01% |
| Consecutive Losing Trades | 1,091 | 981 | 872 | 763 | 654 | 545 | 436 | 327 | 218 | 109 |
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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Option values are updated at end of day.
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