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:
15.7%
Gain +0.94%
Monthly
1.32%
Yearly
15.7%
Drawdown
10.26%
$311.42M
Equity
Holdings
$311.42M
Investment
$269.15M
$42.27M
Profit +$2.9M
Realized
-$0
Unrealized
$42.27M
Dividends
$2.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.94%
Profit
$2.9M
Win %
56%
This Week
Compared To Last Week
Gain
0.68%
Profit
$2.09M
Win %
56%
This Month
Compared to last month
Gain
0.68%
Profit
$2.09M
Win %
56%
This Year
Compared to last year
Gain
7.83%
Profit
$22.62M
Win %
56%
AVAV AeroVironment Inc.
+6.66%
+$43,945.44 
AMT American Tower Corporation
+6.42%
+$71,269.33 
CNC Centene Corporation
+5.24%
+$51,941.76 
UNH UnitedHealth Group Incorporated
+5.16%
+$12,733.38 
MDT Medtronic plc
+5.09%
+$21,509.46 
GS The Goldman Sachs Group, Inc.
+4.96%
+$18,476.38 
CNS Cohen & Steers Inc.
+4.94%
+$23,793.79 
MRK Merck & Co., Inc.
+4.86%
+$20,085.42 
RELX Relx PLC Sponsored ADR
+4.74%
+$6,962.28 
LLY Eli Lilly and Company
+4.33%
+$173,836.32 
ABT Abbott Laboratories
+4.3%
+$80,686.76 
INSP Inspire Medical Systems, Inc.
+4.25%
+$6,809.48 
GE General Electric Company
+4.16%
+$21,346.56 
NVO Novo Nordisk A/S Sponsored ADR
+4.14%
+$9,846.66 
ALGN Align Technology, Inc.
+4.07%
+$41,138.16 
BRO Brown & Brown Inc.
+4.06%
+$23,869.44 
NU Nu Holdings Ltd.
+4.04%
+$7,050.94 
ODFL Old Dominion Freight Line, Inc.
+4.02%
+$70,205 
C Citigroup Inc.
+4.01%
+$88,049 
MMSI Merit Medical Systems, Inc.
+4.01%
+$16,878.78 
RTX RTX Corporation
+3.99%
+$74,978.24 
MS Morgan Stanley
+3.85%
+$77,727.6 
GOOG Alphabet Inc
+3.85%
+$316,321.14 
STRL Sterling Infrastructure, Inc.
+3.84%
+$160,973.35 
CVS CVS Health Corporation
+3.78%
+$69,048.3 
CI The Cigna Group
+3.76%
+$32,686.38 
GOOGL Alphabet Inc
+3.72%
+$272,169.92 
WFC Wells Fargo & Company
+3.72%
+$45,559.8 
ABBV AbbVie Inc.
+3.6%
+$16,822.74 
BMY Bristol-Myers Squibb Company
+3.53%
+$39,869.94 
SAP SAP SE Sponsored ADR
+3.53%
+$14,377.09 
PJT PJT Partners Inc.
+3.51%
+$25,116.48 
JPM JPMorgan Chase & Co.
+3.33%
+$79,959.16 
NVS Novartis AG Sponsored ADR
+3.3%
+$10,121.08 
BAC Bank of America Corporation
+3.26%
+$55,185.12 
LPLA LPL Financial Holdings Inc.
+3.26%
+$17,342.63 
BA Boeing Company
+3.26%
+$95,230.52 
COF Capital One Financial Corporation
+3.18%
+$6,667 
VRTX Vertex Pharmaceuticals Incorporated
+3.13%
+$20,168.64 
MET MetLife Inc.
+3.09%
+$29,839.56 
WTW Willis Towers Watson Public Limited Company
+3.03%
+$7,220.95 
SE Sea Ltd.
+3.01%
+$5,710.87 
CXT Crane NXT Co.
+2.99%
+$13,814.28 
CAH Cardinal Health Inc.
+2.98%
+$6,972.68 
SKY Skyline Champion Corporation
+2.88%
+$15,246.55 
ISRG Intuitive Surgical, Inc.
+2.87%
+$10,456.32 
UFPT UFP Technologies Inc.
+2.82%
+$14,715.85 
ABCB Ameris Bancorp
+2.8%
+$22,415.84 
CSCO Cisco Systems, Inc.
+2.77%
+$26,467 
SHOP Shopify Inc.
+2.75%
+$49,488.4 
VCEL Vericel Corporation
+2.73%
+$13,937.45 
BDX Becton, Dickinson and Company
+2.72%
+$6,127.47 
ORCL Oracle Corporation
+2.61%
+$162,251.04 
V Visa Inc. Class A
+2.54%
+$119,774.7 
ZTS Zoetis Inc.
+2.49%
+$28,359.42 
MRSH Marsh & McLennan Companies, Inc.
+2.48%
+$9,075.22 
HLNE Hamilton Lane Inc.
+2.28%
+$7,744.56 
TILE Interface Inc.
+2.27%
+$17,389.68 
BIZD VanEck BDC Income ETF
+2.25%
+$5,963.16 
JNJ Johnson & Johnson
+2.23%
+$19,471.8 
B BARRICK MINING CORP Common Stock (ABR0)
+2.22%
+$14,635.41 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$4,522.7 
MA Mastercard Incorporated
+2.17%
+$61,930.5 
LYG Lloyds Banking Group Plc ADR
+2.15%
+$3,017.95 
AON Aon plc
+2.11%
+$35,617.4 
SYK Stryker Corporation
+2.08%
+$3,941.88 
SNFCA Security National Financial Corporation
+2.06%
+$8,237.55 
ITGR Integer Holdings Corporation
+2.04%
+$12,156.35 
LMAT Lemaitre Vascular Inc.
+2.03%
+$13,021.86 
EXPO Exponent Inc.
+2.02%
+$7,096.52 
HLI Houlihan Lokey Inc.
+2%
+$16,545.21 
PNR Pentair plc
+1.97%
+$19,928.94 
ACIW ACI Worldwide, Inc.
+1.93%
+$20,481.6 
YETI FNCL Series 2007 Other Floating Rate Instrument
+1.9%
+$11,343.05 
HDB HDFC Bank Limited ADR
+1.89%
+$3,786.06 
NVDA NVIDIA Corporation
+1.82%
+$186,155.1 
RSG Republic Services Inc.
+1.81%
+$3,293 
ASML ASML Holding N.V. New York Registry Shares
+1.8%
+$11,446.38 
STZ Constellation Brands, Inc.
+1.79%
+$3,218.6 
IDCC InterDigital, Inc.
+1.73%
+$15,961.29 
TMO Thermo Fisher Scientific Inc.
+1.71%
+$34,986.4 
ADSK Autodesk, Inc.
+1.67%
+$8,970.24 
BKNG Booking Holdings Inc.
+1.65%
+$2,720 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$5,612.38 
ADP Automatic Data Processing Inc.
+1.56%
+$3,859.04 
AMZN Amazon.com Inc
+1.56%
+$156,541.38 
HEI-A HEICO Corporation
+1.55%
+$17,217.04 
FTI TechnipFMC plc
+1.54%
+$18,298.35 
CAT Caterpillar Inc.
+1.53%
+$46,685.1 
FAST Fastenal Co.
+1.51%
+$3,586.8 
LMT Lockheed Martin Corporation
+1.39%
+$5,926.2 
BSY Bentley Systems, Incorporated Class B
+1.35%
+$3,762.88 
GD General Dynamics Corporation
+1.34%
+$4,194.78 
NOW ServiceNow, Inc.
+1.34%
+$16,669 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.34%
+$7,292.16 
POOL Pool Corporation
+1.33%
+$9,859.2 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.33%
+$7,027.2 
DGX Quest Diagnostics Inc.
+1.32%
+$3,258.9 
SPOT Spotify Technology S.A.
+1.3%
+$3,873.5 
AIG American International Group Inc.
+1.2%
+$12,782.04 
COST Costco Wholesale Corporation
+1.1%
+$8,532.48 
WEC WEC Energy Group Inc.
+1.07%
+$2,633.76 
WMB The Williams Companies, Inc.
+1.07%
+$13,323.24 
LUV Southwest Airlines Co.
+1.06%
+$4,484.85 
DTEC Alps Disruptive Technologies ETF
+1.01%
+$5,209.47 
BR Broadridge Financial Solutions, Inc.
+0.95%
+$8,624.6 
EXPD Expeditors International of Washington, Inc.
+0.94%
+$2,890.6 
VRSK Verisk Analytics Inc.
+0.94%
+$7,301.24 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.93%
+$9,832.13 
MSCI MSCI Inc.
+0.9%
+$26,816.16 
ADBE Adobe Inc.
+0.88%
+$13,549.5 
BCPC Balchem Corporation
+0.84%
+$5,095.2 
SCHA Schwab U.S. Small-Cap ETF
+0.82%
+$2,758.56 
ACN Accenture plc Class A
+0.81%
+$9,095.04 
UTI Universal Technical Institute Inc.
+0.81%
+$7,134.48 
GLDM SPDR Gold MiniShares Trust
+0.81%
+$2,727.11 
PRIM Primoris Services Corporation
+0.81%
+$8,010.06 
PRF Invesco FTSE RAFI US 1000 ETF
+0.78%
+$3,418.38 
CSGP CoStar Group, Inc.
+0.75%
+$2,837.5 
META Meta Platforms Inc Class A
+0.74%
+$26,431.6 
ALL Allstate Corporation
+0.74%
+$1,730.96 
WMT Walmart Inc.
+0.74%
+$4,549.4 
IDXX IDEXX Laboratories, Inc.
+0.71%
+$9,816.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.71%
+$15,896.22 
SCHD Schwab U.S. Dividend Equity ETF
+0.71%
+$2,567.52 
WRB-PH W.R. Berkley Corporation 4.125%
+0.71%
+$1,184.92 
FSS Federal Signal Corporation
+0.7%
+$4,038 
WDAY Workday Inc.
+0.69%
+$6,595.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$10,640.64 
EME EMCOR Group, Inc.
+0.67%
+$5,570.9 
DUK Duke Energy Corporation
+0.65%
+$1,848.6 
LGND Ligand Pharmaceuticals Inc.
+0.64%
+$10,647.01 
FDS FactSet Research Systems Inc.
+0.63%
+$2,270.4 
KNF Knife River Corporation
+0.63%
+$3,252 
DE Deere & Company
+0.61%
+$2,182.72 
CB Chubb Limited
+0.58%
+$1,423.74 
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$5,394.44 
EFX Equifax Inc.
+0.49%
+$5,352.48 
CVLT Commvault Systems Inc.
+0.46%
+$3,008.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$1,164.5 
GEV GE Vernova Inc.
+0.45%
+$1,698.14 
PG Procter & Gamble Co
+0.43%
+$2,764.8 
LII Lennox International Inc.
+0.42%
+$4,302.72 
VOO Vanguard S&P 500 ETF
+0.4%
+$14,664.48 
SPY SPDR S&P 500 ETF Trust
+0.38%
+$6,796.12 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$1,522.95 
POWI Power Integrations Inc.
+0.36%
+$1,874.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.35%
+$1,029.2 
PYPL PayPal Holdings Inc
+0.33%
+$396.2 
WST West Pharmaceutical Services, Inc.
+0.32%
+$6,024.12 
AAPL Apple Inc.
+0.32%
+$61,023.6 
EPAM Epam Systems Inc.
+0.32%
+$2,048.48 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.3%
+$4,477.02 
KLAC KLA Corporation
+0.28%
+$1,406.34 
AMAT Applied Materials, Inc.
+0.27%
+$12,974.4 
APD Air Products and Chemicals, Inc.
+0.24%
+$522.24 
DPZ Domino's Pizza Inc.
+0.24%
+$1,841.06 
ALLE Allegion plc
+0.23%
+$1,777.2 
AME Ametek Inc.
+0.22%
+$6,442 
FE FirstEnergy Corp.
+0.21%
+$869.44 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.2%
+$3,437.7 
SCHM Schwab U.S. Mid-Cap ETF
+0.2%
+$3,507.84 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.19%
+$1,626.35 
ROST Ross Stores, Inc.
+0.19%
+$3,607.12 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.19%
+$3,454.16 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.18%
+$528 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.18%
+$2,015 
GILD Gilead Sciences Inc.
+0.18%
+$556.14 
JNK SPDR Bloomberg High Yield Bond ETF
+0.17%
+$914.6 
MSFT Microsoft Corp.
+0.17%
+$15,479.42 
COP ConocoPhillips
+0.15%
+$539.64 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.13%
+$429 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$1,180.96 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$1,682.85 
IT Gartner Inc.
+0.11%
+$290.15 
AES AES Corporation
+0.1%
+$1,465.8 
ABNB Airbnb, Inc.
+0.1%
+$1,637.22 
TDY Teledyne Technologies Incorporated
+0.09%
+$1,040.82 
NPO EnPro Industries Inc.
+0.08%
+$898.5 
NFLX Netflix, Inc.
+0.07%
+$2,047.2 
SPEM SPDR Portfolio Emerging Markets ETF
+0.02%
+$109.92 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BOX
0%
$0 
COO
0%
$0 
CSWI CSW Industrials Inc.
0%
$0 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
JBT John Bean Technologies Corporation
0%
$0 
PBH Prestige Consumer Healthcare Inc.
0%
$0 
AVGO Broadcom Inc.
-12.59%
-$310,648.05 
OLLI Ollie's Bargain Outlet Holdings Inc.
-6.66%
-$40,632.12 
ANET Arista Networks, Inc.
-4.74%
-$18,954.84 
CRWD CrowdStrike Holdings, Inc.
-3.81%
-$14,088.87 
VZ Verizon Communications Inc.
-3.78%
-$72,252.04 
AMD Advanced Micro Devices, Inc.
-3.56%
-$73,184.16 
T AT&T Inc.
-3.27%
-$10,707.62 
INTU Intuit Inc.
-3.07%
-$3,552.6 
QCOM QUALCOMM Incorporated
-2.99%
-$93,778.38 
GBTC Grayscale Bitcoin Trust ETF
-2.76%
-$3,869.6 
IBIT iShares Bitcoin Trust
-2.65%
-$8,903.3 
KO The Coca-Cola Company
-2.37%
-$11,186.34 
MPWR Monolithic Power Systems, Inc.
-2.21%
-$92,031.72 
THC Tenet Healthcare Corporation
-2.14%
-$25,592.5 
LRCX Lam Research Corporation
-2.12%
-$24,849.2 
SBUX Starbucks Corporation
-1.85%
-$36,695.64 
NVMI Nova Ltd.
-1.82%
-$27,252.28 
GLW Corning Incorporated
-1.43%
-$83,735.12 
BMI Badger Meter Inc.
-1.37%
-$6,802.64 
FCX Freeport-McMoRan Inc.
-1.33%
-$32,655.6 
IBM International Business Machines Corporation
-1.25%
-$3,345.18 
TSLA Tesla, Inc.
-1.23%
-$53,882.58 
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF
-1.13%
-$4,294.95 
ELF Elf Beauty Inc.
-1.07%
-$3,742.92 
TXN Texas Instruments Inc
-1.04%
-$4,902.4 
NDSN Nordson Corporation
-1.03%
-$11,643.06 
WMS Advanced Drainage Systems, Inc.
-0.99%
-$5,901.72 
SM SM Energy Company
-0.96%
-$3,819.75 
CRM Salesforce Inc
-0.94%
-$4,363.2 
HD The Home Depot, Inc.
-0.94%
-$6,537.2 
BOOT Boot Barn Holdings, Inc.
-0.9%
-$6,836.04 
RMBS Rambus Inc.
-0.81%
-$28,303.18 
CMCSA Comcast Corp
-0.81%
-$1,297.88 
MOG-A Moog Inc.
-0.73%
-$9,677.85 
OLED Universal Display Corporation
-0.73%
-$4,329.6 
CVX Chevron Corporation
-0.72%
-$12,151.23 
PAYC Paycom Software, Inc.
-0.62%
-$3,980.08 
APH Amphenol Corporation
-0.57%
-$2,802.02 
MNST Monster Beverage Corporation
-0.56%
-$4,535 
PCG-PH Pacific Gas and Electric Company
-0.54%
-$6,466.86 
PM Philip Morris International Inc.
-0.53%
-$9,542.88 
QQQ Invesco QQQ Trust
-0.48%
-$2,469.6 
UL Unilever PLC Sponsored American Depositary Receipt
-0.47%
-$1,204.96 
CALX Calix Inc.
-0.44%
-$2,758.76 
CSX CSX Corporation
-0.41%
-$4,359.36 
TT Trane Technologies plc
-0.4%
-$1,440.08 
PLTR Palantir Technologies Inc.
-0.34%
-$1,499.4 
XOM Exxon Mobil Corporation
-0.29%
-$2,570.4 
PEP PepsiCo, Inc.
-0.27%
-$677.04 
MELI MercadoLibre, Inc.
-0.23%
-$327.12 
YUM Yum! Brands, Inc.
-0.21%
-$430.9 
MCD McDonald's Corporation
-0.2%
-$689.92 
JQUA JPMorgan U.S. Quality Factor ETF
-0.17%
-$521.52 
WAB Wabtec Corporation
-0.13%
-$3,110.1 
DIS The Walt Disney Company
-0.06%
-$408.24 
SXT Sensient Technologies Corporation
-0.05%
-$440.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.03%
-$746.88 
MPC Marathon Petroleum Corporation
-0.03%
-$442.82 
LIN Linde plc
-0.02%
-$80.64 
LOW Lowe's Companies Inc.
-0.01%
-$187.14 Events
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Dividends
Dividend Analysis
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| Trades 248 | Longs Won 139/248 56% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $822,790.44 |
| Average Win $488,942.7 | Best Trade (Jun 03) $6.88M | Sharpe Ratio -1,255.94 |
| Average Loss -$235,697.08 | Worst Trade (May 13) -$2.09M | Z-Score 2.11 (96.49%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $170,451.83 |
| 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 | 1,321 | 1,189 | 1,057 | 925 | 793 | 661 | 528 | 396 | 264 | 132 |
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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