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ARIN WESNITZER Portfolio
Invests via Pinnacle West Asset Management, Inc. | Managed by Arin Wesnitzer
Invests via Pinnacle West Asset Management, Inc.
Managed by Arin Wesnitzer
Automatically Tracked
ARIN WESNITZER Profile
Seasoned investor and operator focusing on growth-stage technology and healthcare companies, with experience across venture capital and private equity. ARIN WESNITZER has led deal sourcing, portfolio strategy and board engagements, specializing in scale-ups, go-to-market execution and financial operations. Known for structuring growth financings and exits, leverages cross-border networks to support commercial expansion and M&A readiness.
Seasoned investor and operator focusing on growth-stage technology and healthcare companies, with experience across venture capital and private equity. ARIN WESNITZER has led deal sourcing, portfolio strategy and board engagements, specializing in scale-ups, go-to-market execution and financial operations. Known for structuring growth financings and exits, leverages cross-border networks to support commercial expansion and M&A readiness.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare businesses, deploying patient, stage-gated capital to drive scalable go-to-market and durable unit economics. Combines venture agility with private-equity rigor: prioritizes repeatable revenue models, strong margin improvement levers, and clear exit pathways. Investment decisions emphasize operational engagement, board-led governance, and KPI-driven restructurings to derisk expansion and M&A readiness. Prefers cross-border opportunities where commercial networks accelerate adoption; time horizon is growth-to-exit with disciplined downside protection and staged financing milestones.
Focuses on growth-stage technology and healthcare businesses, deploying patient, stage-gated capital to drive scalable go-to-market and durable unit economics. Combines venture agility with private-equity rigor: prioritizes repeatable revenue models, strong margin improvement levers, and clear exit pathways. Investment decisions emphasize operational engagement, board-led governance, and KPI-driven restructurings to derisk expansion and M&A readiness. Prefers cross-border opportunities where commercial networks accelerate adoption; time horizon is growth-to-exit with disciplined downside protection and staged financing milestones.
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:
62.97%
Gain +0.01%
Monthly
1.41%
Yearly
18.24%
Drawdown
17.62%
$147.1M
Equity
Holdings
$147.1M
Investment
$89.92M
$68.15M
Profit +$6,539.5
Realized
$10.97M
Unrealized
$57.18M
Dividends
$8.99M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$6,539.5
Win %
73%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$289,576.77
Win %
73%
This Month
Compared to last month
Gain
0.004%
Profit
$6,539.5
Win %
73%
This Year
Compared to last year
Gain
2.69%
Profit
$3.85M
Win %
73%
2470
24703L202
+204.5%
+$613.17 9410
94106L109
+13.7%
+$42.89 
STX Seagate Technology Holdings plc
+7.03%
+$335,178.78 
ORCL Oracle Corporation
+5.36%
+$80,223 
AMAT Applied Materials, Inc.
+4.29%
+$10,819.21 
DRI Darden Restaurants, Inc.
+4.01%
+$32,828.42 
INTC Intel Corporation
+3.32%
+$78,258.96 
NVDA NVIDIA Corporation
+3.03%
+$168,143.75 
CSCO Cisco Systems, Inc.
+2.87%
+$83,748.75 
WMT Walmart Inc.
+2.43%
+$82,362.5 
WEC WEC Energy Group Inc.
+2.28%
+$6,123.6 
SWKS Skyworks Solutions Inc.
+1.98%
+$5,197.5 
WMB The Williams Companies, Inc.
+1.92%
+$69,908.66 
MRK Merck & Co., Inc.
+1.92%
+$23,675 
SBUX Starbucks Corporation
+1.72%
+$13,285.8 
LMT Lockheed Martin Corporation
+1.5%
+$11,438.07 
CAT Caterpillar Inc.
+1.45%
+$56,086.69 
BAC Bank of America Corporation
+1.27%
+$5,321.7 
OGE Oge Energy Corp.
+1.25%
+$3,517.7 
HSY The Hershey Company
+1.24%
+$4,387.5 
BDX Becton, Dickinson and Company
+1.2%
+$5,468.4 
COP ConocoPhillips
+1.1%
+$13,696.5 
ABT Abbott Laboratories
+1.08%
+$9,520 
BLK BlackRock, Inc.
+1.05%
+$29,668.21 
OKE ONEOK, Inc.
+1.04%
+$20,038.35 
JPM JPMorgan Chase & Co.
+0.87%
+$42,609.68 
AEP American Electric Power Company, Inc.
+0.87%
+$4,991.55 
UNH UnitedHealth Group Incorporated
+0.84%
+$24,949.2 
KMI Kinder Morgan, Inc.
+0.79%
+$22,435 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+0.67%
+$2,084.38 
SO The Southern Company
+0.65%
+$3,075 
MDLZ Mondelez International, Inc.
+0.65%
+$3,138 
GD General Dynamics Corporation
+0.59%
+$3,653.98 
ES Eversource Energy
+0.59%
+$1,197 
MCD McDonald's Corporation
+0.56%
+$9,734.06 
SRE Sempra
+0.52%
+$1,115.4 
AMGN Amgen Inc.
+0.45%
+$16,572.29 
LLY Eli Lilly and Company
+0.43%
+$11,682.42 
JNJ Johnson & Johnson
+0.41%
+$14,421.44 
MMM 3M Company
+0.35%
+$3,269.5 
PRU Prudential Financial, Inc.
+0.34%
+$2,333.1 
DE Deere & Company
+0.29%
+$6,712.2 
UNP Union Pacific Corporation
+0.29%
+$6,325.3 
GS The Goldman Sachs Group, Inc.
+0.27%
+$10,625.89 
KO The Coca-Cola Company
+0.27%
+$2,539.2 
ED Consolidated Edison, Inc.
+0.26%
+$823.2 
DUK Duke Energy Corporation
+0.24%
+$1,348.5 
NSC Norfolk Southern Corporation
+0.24%
+$3,037.46 
QCOM QUALCOMM Incorporated
+0.24%
+$1,973.49 
ATO Atmos Energy Corporation
+0.23%
+$701.08 
PEP PepsiCo, Inc.
+0.21%
+$1,702.3 
EPD Enterprise Products Partners L.P.
+0.16%
+$3,299.22 
BMY Bristol-Myers Squibb Company
+0.14%
+$1,296 
BHP BHP Group Ltd.
+0.11%
+$910.03 
MDT Medtronic plc
+0.09%
+$636.4 
NEE NextEra Energy, Inc.
+0.05%
+$321.8 
CL Colgate-Palmolive Company
+0.01%
+$79.35 8010
80105N105
-16.28%
-$59.51 8317
83175M205
-7.25%
-$24.94 
META Meta Platforms Inc Class A
-3.38%
-$107,147.33 
HD The Home Depot, Inc.
-3.12%
-$92,256.62 
CLX The Clorox Company
-2.3%
-$5,229 
LIN Linde plc
-2.26%
-$11,477.4 
MSFT Microsoft Corp.
-2.26%
-$124,895.5 
ADBE Adobe Inc.
-1.88%
-$7,097.75 
AMZN Amazon.com Inc
-1.83%
-$89,106.25 
TXN Texas Instruments Inc
-1.65%
-$33,596.18 
IP International Paper Company
-1.58%
-$6,451.5 
NVS Novartis AG Sponsored ADR
-1.48%
-$9,514.95 
NSRGY Nestle S.A. Sponsored ADR
-1.3%
-$3,737.6 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$16,724.94 
PFE Pfizer Inc.
-1.17%
-$5,008.98 
PCAR PACCAR Inc.
-1.11%
-$8,555.4 
WY Weyerhaeuser Company
-1.04%
-$2,779.4 
DEO Diageo plc Sponsored ADR
-1.03%
-$3,180.1 
IBM International Business Machines Corporation
-1.02%
-$14,493.6 
T AT&T Inc.
-1.02%
-$7,964.25 
V Visa Inc. Class A
-0.94%
-$17,068.05 
ADM Archer-Daniels-Midland Co
-0.91%
-$2,631.65 
CTVA Corteva Inc.
-0.91%
-$2,829 
BA Boeing Company
-0.87%
-$9,465.65 
AAPL Apple Inc.
-0.87%
-$53,027.1 
AWK American Water Works Company, Inc.
-0.84%
-$1,983.6 
GPC Genuine Parts Company
-0.8%
-$7,684.17 
DHR Danaher Corporation
-0.8%
-$3,927 
PG Procter & Gamble Co
-0.78%
-$6,989.11 
ADP Automatic Data Processing Inc.
-0.65%
-$8,782.38 
VZ Verizon Communications Inc.
-0.61%
-$6,216.15 
BX Blackstone Inc.
-0.52%
-$8,772.68 
INTU Intuit Inc.
-0.51%
-$2,344.15 
UPS United Parcel Service, Inc.
-0.5%
-$4,490.2 
RTX RTX Corporation
-0.49%
-$3,371.53 
HII Huntington Ingalls Industries Inc.
-0.32%
-$1,485.76 
FAST Fastenal Co.
-0.3%
-$1,401.6 
DIS The Walt Disney Company
-0.3%
-$4,173.53 
AFL Aflac Inc.
-0.28%
-$2,533 
SYK Stryker Corporation
-0.27%
-$949.39 
ITW Illinois Tool Works Inc.
-0.22%
-$1,756.77 
GOOG Alphabet Inc
-0.18%
-$2,422.35 
BKH Black Hills Corporation
-0.14%
-$495 
D Dominion Energy, Inc.
-0.09%
-$245.99 
GOOGL Alphabet Inc
-0.08%
-$3,278.35 
CVX Chevron Corporation
-0.03%
-$845.4 
XOM Exxon Mobil Corporation
-0.03%
-$931.5 Events
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Dividends
Dividend Analysis
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| Trades 1215 | Longs Won 877/1215 72% | Profit Factor 17.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,529.73 |
| Average Win $82,285.13 | Best Trade (Aug 28) $4.61M | Sharpe Ratio -151.32 |
| Average Loss -$11,874.53 | Worst Trade (Aug 20) -$538,311.8 | Z-Score 10.26 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2d | Expectancy $56,090.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2470 24703L202 | 2,115 | $316.99 | $913 | - | $596.01 | 188.02% | +204.504% |
| 8010 80105N105 | 6,350 | $345.94 | $306 | - | -$39.94 | -11.55% | -16.282% |
| 8317 83175M205 | 11,065 | $339.54 | $319 | - | -$20.54 | -6.05% | -7.251% |
| 9410 94106L109 | 1,550 | $315.45 | $356 | - | $40.55 | 12.85% | +13.698% |
| AAPL Apple Inc. | 19,935 | $3.3M | $6.03M | - | $2.72M | 82.32% | -0.872% |
| ABT Abbott Laboratories | 8,000 | $813,390.55 | $887,280 | - | $73,889.45 | 9.08% | +1.085% |
| ADBE Adobe Inc. | 1,431 | $591,783.64 | $370,271.25 | - | -$221,512.39 | -37.43% | -1.881% |
| ADM Archer-Daniels-Midland Co | 3,605 | $215,362.7 | $287,426.65 | - | $72,063.95 | 33.46% | -0.907% |
| ADP Automatic Data Processing Inc. | 4,990 | $1.12M | $1.34M | - | $224,861.45 | 20.09% | -0.649% |
| AEP American Electric Power Company, Inc. | 4,665 | $421,240 | $581,492.25 | - | $160,252.25 | 38.04% | +0.866% |
| AFL Aflac Inc. | 7,450 | $485,807.35 | $899,438.5 | - | $413,631.15 | 85.14% | -0.281% |
| AMAT Applied Materials, Inc. | 480 | $347,040 | $263,112.01 | - | -$83,927.99 | -24.18% | +4.288% |
| AMGN Amgen Inc. | 8,815 | $2.18M | $3.67M | - | $1.49M | 68.03% | +0.454% |
| AMZN Amazon.com Inc | 17,857 | $1.93M | $4.77M | - | $2.84M | 147.54% | -1.833% |
| ATO Atmos Energy Corporation | 1,845 | $220,086.55 | $312,893.55 | - | $92,807 | 42.17% | +0.225% |
| AWK American Water Works Company, Inc. | 1,740 | $225,823 | $234,760.8 | - | $8,937.8 | 3.96% | -0.838% |
| BA Boeing Company | 4,640 | $966,717.26 | $1.07M | - | $106,050.74 | 10.97% | -0.875% |
| BAC Bank of America Corporation | 6,570 | $315,136.15 | $425,801.7 | - | $110,665.55 | 35.12% | +1.266% |
| BDX Becton, Dickinson and Company | 2,520 | $474,237.9 | $462,621.6 | - | -$11,616.3 | -2.45% | +1.196% |
| BHP BHP Group Ltd. | 9,100 | $550,043.75 | $820,092 | - | $270,048.25 | 49.1% | +0.111% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for ARIN WESNITZER?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.55M, Eli Lilly and Company - $2M, Microsoft Corp - $1.58M, NVIDIA Corporation - $1.32M, and JPMorgan Chase & Co - $583,114.6. 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: General Mills, Inc - $137,953.1, Xplr Infrastructure Partners L.P - $103,118.38, Walgreens Boots Alliance Inc - $69,540.75, The Clorox Company - $52,399.65, and Thornburg Small/Mid Cap Growth Fund Class A - $44,700.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does ARIN WESNITZER's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.99M earned over time. The largest contributors to dividend income include Enterprise Products Partners L.P - $425,317.26, Kinder Morgan, Inc - $372,183.05, The Williams Companies, Inc - $333,250.93, Chevron Corporation - $313,284.3, and ONEOK, Inc - $301,745.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are ARIN WESNITZER's monthly returns?
ARIN WESNITZER'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 ARIN WESNITZER's strategy be considered aggressive or moderate?
ARIN WESNITZER'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 ARIN WESNITZER's strategy?
ARIN WESNITZER'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.
