Nicholas Holmes Portfolio
Invests via Objectivity Squared, LLC | Managed by Nicholas C. Holmes, Alexander Opoulos IV
Invests via Objectivity Squared, LLC
Managed by Nicholas C. Holmes, Alexander Opoulos IV
Automatically Tracked
Nicholas Holmes Profile
Seasoned investment executive focused on technology and growth-stage companies, with experience deploying capital across software, fintech and digital infrastructure.
He combines prior operating roles and deal leadership to source, structure and scale mid-market growth equity and buyout investments. Nicholas Holmes brings portfolio management, capital raising and exit execution expertise, and often works with founders on go-to-market expansion and operational improvement.
Seasoned investment executive focused on technology and growth-stage companies, with experience deploying capital across software, fintech and digital infrastructure.
He combines prior operating roles and deal leadership to source, structure and scale mid-market growth equity and buyout investments. Nicholas Holmes brings portfolio management, capital raising and exit execution expertise, and often works with founders on go-to-market expansion and operational improvement.
Investment Philosophy & Strategy
Prioritizes scalable, founder-led technology businesses where operational levers can accelerate revenue and margin expansion. Employs a growth-equity mindset with mid-market buyout flexibility, combining active board-level partnering, rigorous unit-economics underwriting and staged capital deployment to de-risk scaling. Favors repeatable SaaS, fintech platforms and digital infrastructure assets with clear GTM motion and measurable KPIs. Typical time horizon is 3 to 7 years, emphasizing operational value creation, disciplined leverage and clear exit pathways.
Prioritizes scalable, founder-led technology businesses where operational levers can accelerate revenue and margin expansion. Employs a growth-equity mindset with mid-market buyout flexibility, combining active board-level partnering, rigorous unit-economics underwriting and staged capital deployment to de-risk scaling. Favors repeatable SaaS, fintech platforms and digital infrastructure assets with clear GTM motion and measurable KPIs. Typical time horizon is 3 to 7 years, emphasizing operational value creation, disciplined leverage and clear exit pathways.
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:
6.98%
Gain
Monthly
0.22%
Yearly
2.69%
Drawdown
31.01%
$179.14M
Equity
Holdings
$179.14M
Investment
$132.22M
$54.02M
Profit +$67,688.95
Realized
$7.1M
Unrealized
$46.92M
Dividends
$6.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$67,688.95
Win %
78%
This Week
Compared To Last Week
Gain
0.12%
Profit
$210,125.97
Win %
78%
This Month
Compared to last month
Gain
0.9%
Profit
$1.6M
Win %
78%
This Year
Compared to last year
Gain
14.05%
Profit
$22.07M
Win %
78%
NSC Norfolk Southern Corporation
+3.06%
+$12,088.16 
GNW Genworth Financial Inc.
+2.87%
+$5,370.96 
T AT&T Inc.
+2.68%
+$6,124.49 
SHOP Shopify Inc.
+2.54%
+$15,423.68 
WMT Walmart Inc.
+2.39%
+$4,718.26 
AKRE Akre Focus ETF
+2.35%
+$5,341.7 
PEP PepsiCo, Inc.
+2.34%
+$6,653.83 
MSFT Microsoft Corp.
+2.09%
+$45,857.21 
AAPL Apple Inc.
+1.65%
+$71,193.6 
UBER Uber Technologies, Inc.
+1.37%
+$17,706.03 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$189,160.47 
AFL Aflac Inc.
+1.25%
+$5,247.25 
LLY Eli Lilly and Company
+1.24%
+$3,151.41 
USAC Usa Compression Partners L.P.
+1.13%
+$70,531.8 
MPLX MPLX LP
+1.11%
+$63,251.87 
EPD Enterprise Products Partners L.P.
+1.05%
+$18,729.72 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$192,066 
TPYP Tortoise North American Pipeline Fund
+0.93%
+$8,075.2 
IWD iShares Russell 1000 Value ETF
+0.83%
+$296,575.3 
DUK Duke Energy Corporation
+0.83%
+$3,837.78 
XOM Exxon Mobil Corporation
+0.73%
+$16,374.88 
JNJ Johnson & Johnson
+0.73%
+$4,550.4 
AMZN Amazon.com Inc
+0.61%
+$15,995.49 
BABA Alibaba Group Holding Limited SP ADR
+0.5%
+$1,725.45 
MDY SPDR S&P MidCap 400 ETF Trust
+0.33%
+$1,785.24 
GOOG Alphabet Inc
+0.29%
+$27,990.14 
GOOGL Alphabet Inc
+0.27%
+$1,061.7 
IWR iShares Russell Mid-Cap ETF
+0.21%
+$764.98 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$325.49 
AFBI Affinity Bancshares Inc.
+0.13%
+$360 
ESPO VanEck Video Gaming and eSports ETF
+0.08%
+$299.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VST Vistra Corp
-5.54%
-$106,242.62 
DARE Dare Bioscience Inc.
-3.87%
-$873.2 
PWR Quanta Services Inc.
-3.04%
-$69,170.97 
AIA iShares Asia 50 ETF
-2.74%
-$103,037.45 
DELL Dell Technologies Inc.
-2.62%
-$145,360.13 
NVDA NVIDIA Corporation
-2.41%
-$27,601.92 
APH Amphenol Corporation
-2%
-$5,717.94 
META Meta Platforms Inc Class A
-1.7%
-$7,335.39 
AVEM Avantis Emerging Markets Equity ETF
-1.65%
-$117,758.96 
RTX RTX Corporation
-1.51%
-$3,321.71 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$256,278.4 
IBIT iShares Bitcoin Trust
-1.22%
-$4,959.45 
SPOT Spotify Technology S.A.
-1.22%
-$14,896.16 
ROBO ROBO Global Robotics & Automation Index ETF
-1.07%
-$8,403.48 
BA Boeing Company
-1.01%
-$19,496.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$151,573.1 
EFA iShares MSCI EAFE ETF
-0.7%
-$1,665.51 
IVV iShares Core S&P 500 ETF
-0.27%
-$3,167.44 
EWC iShares MSCI Canada ETF
-0.22%
-$1,162.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$514.12 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$594.99 
IWM iShares Russell 2000 ETF
-0.02%
-$80.16 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$108.73 Events
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Dividends
Dividend Analysis
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| Trades 417 | Longs Won 310/417 74% | Profit Factor 25.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,964.74 |
| Average Win $181,389.72 | Best Trade (Jul 13) $3.3M | Sharpe Ratio -69.34 |
| Average Loss -$20,699.52 | Worst Trade (Jul 13) -$396,134.07 | Z-Score 12.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $129,534.69 |
| 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 | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
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Returns
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