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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:
64.71%
Gain +0.42%
Monthly
1.33%
Yearly
17.2%
Drawdown
17.62%
$145.7M
Equity
Holdings
$145.7M
Investment
$89.92M
$66.75M
Profit +$590,757.51
Realized
$10.97M
Unrealized
$55.78M
Dividends
$9.47M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$590,757.51
Win %
71%
This Week
Compared To Last Week
Gain
0.69%
Profit
$997,067.48
Win %
71%
This Month
Compared to last month
Gain
1.68%
Profit
$2.41M
Win %
71%
This Year
Compared to last year
Gain
1.71%
Profit
$2.45M
Win %
71%
IP International Paper Company
+6.75%
+$21,065.12 
INTU Intuit Inc.
+6.59%
+$27,736.85 
LLY Eli Lilly and Company
+4.71%
+$126,386.05 
BLK BlackRock, Inc.
+4.11%
+$108,373.12 
SYK Stryker Corporation
+4.09%
+$11,635.2 
HD The Home Depot, Inc.
+3.85%
+$94,927.38 
ADBE Adobe Inc.
+3.53%
+$12,163.49 
QCOM QUALCOMM Incorporated
+3.4%
+$29,702.2 
DHR Danaher Corporation
+3.33%
+$17,778.6 
BX Blackstone Inc.
+3.29%
+$40,400.5 
UNH UnitedHealth Group Incorporated
+3.26%
+$94,660.2 
NSRGY Nestle S.A. Sponsored ADR
+3.23%
+$8,906 
AMGN Amgen Inc.
+3.11%
+$116,660.35 
SBUX Starbucks Corporation
+3.08%
+$20,836.2 
HSY The Hershey Company
+3.03%
+$9,691.5 
ORCL Oracle Corporation
+2.96%
+$39,751.53 
V Visa Inc. Class A
+2.9%
+$56,926.8 
WY Weyerhaeuser Company
+2.83%
+$5,719.15 
BMY Bristol-Myers Squibb Company
+2.82%
+$24,048 
NVS Novartis AG Sponsored ADR
+2.79%
+$17,014.72 
ADP Automatic Data Processing Inc.
+2.53%
+$35,440.98 
DRI Darden Restaurants, Inc.
+2.53%
+$19,723.22 
IBM International Business Machines Corporation
+2.48%
+$33,561 
SWKS Skyworks Solutions Inc.
+2.41%
+$7,122.5 
BDX Becton, Dickinson and Company
+2.38%
+$11,340 
PRU Prudential Financial, Inc.
+2.32%
+$14,609.65 
DEO Diageo plc Sponsored ADR
+2.3%
+$6,879.4 
PCAR PACCAR Inc.
+2.2%
+$13,884.19 
DIS The Walt Disney Company
+2.13%
+$31,234.16 
ABT Abbott Laboratories
+1.89%
+$15,600 
LMT Lockheed Martin Corporation
+1.85%
+$12,364.65 
GPC Genuine Parts Company
+1.81%
+$16,933.7 
UPS United Parcel Service, Inc.
+1.76%
+$14,593.15 
MCD McDonald's Corporation
+1.7%
+$25,371.2 
AWK American Water Works Company, Inc.
+1.67%
+$3,819.3 
WMT Walmart Inc.
+1.66%
+$57,653.75 
MDT Medtronic plc
+1.65%
+$12,330.25 
T AT&T Inc.
+1.56%
+$11,468.52 
BA Boeing Company
+1.5%
+$12,876 
PFE Pfizer Inc.
+1.4%
+$6,624.78 
CLX The Clorox Company
+1.32%
+$2,352 
MSFT Microsoft Corp.
+1.28%
+$75,178.75 
GS The Goldman Sachs Group, Inc.
+1.24%
+$41,479.43 
MDLZ Mondelez International, Inc.
+1.18%
+$5,805.3 
ITW Illinois Tool Works Inc.
+0.92%
+$6,787.01 
ED Consolidated Edison, Inc.
+0.79%
+$2,557.8 
BAC Bank of America Corporation
+0.77%
+$2,595.15 
UNP Union Pacific Corporation
+0.76%
+$16,033.9 
NEE NextEra Energy, Inc.
+0.71%
+$4,464.98 
DE Deere & Company
+0.71%
+$16,927.92 
MMM 3M Company
+0.69%
+$5,683.9 
AMZN Amazon.com Inc
+0.54%
+$24,285.52 
GD General Dynamics Corporation
+0.53%
+$2,811.37 
GOOGL Alphabet Inc
+0.51%
+$22,445.67 
GOOG Alphabet Inc
+0.46%
+$6,113.59 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$5,592.24 
KO The Coca-Cola Company
+0.34%
+$3,477.6 
LIN Linde plc
+0.34%
+$1,737.11 
PG Procter & Gamble Co
+0.27%
+$2,597.7 
HII Huntington Ingalls Industries Inc.
+0.23%
+$863.15 
NSC Norfolk Southern Corporation
+0.2%
+$2,437.5 
PEP PepsiCo, Inc.
+0.19%
+$1,467.5 
META Meta Platforms Inc Class A
+0.17%
+$6,607.61 
VZ Verizon Communications Inc.
+0.17%
+$1,607.62 
D Dominion Energy, Inc.
+0.07%
+$184.5 
ATO Atmos Energy Corporation
+0.06%
+$166.05 
AFL Aflac Inc.
+0.03%
+$298 8317
83175M205
0%
$0 9410
94106L109
0%
$0 8010
80105N105
0%
$0 2470
24703L202
0%
$0 
CTVA Corteva Inc.
-4.92%
-$2,706 
WMB The Williams Companies, Inc.
-4.81%
-$176,029 
STX Seagate Technology Holdings plc
-4.46%
-$185,046.18 
AMAT Applied Materials, Inc.
-3.61%
-$7,737.6 
CSCO Cisco Systems, Inc.
-3.44%
-$94,915.25 
FAST Fastenal Co.
-2.87%
-$13,096.2 
INTC Intel Corporation
-2.4%
-$56,761.9 
CAT Caterpillar Inc.
-1.74%
-$59,595.07 
XOM Exxon Mobil Corporation
-1.56%
-$51,418.8 
CVX Chevron Corporation
-1.49%
-$46,497 
KMI Kinder Morgan, Inc.
-1.45%
-$43,523.9 
NVDA NVIDIA Corporation
-1.39%
-$78,458.62 
AEP American Electric Power Company, Inc.
-1.39%
-$8,163.75 
OKE ONEOK, Inc.
-1.25%
-$24,256.95 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-1.14%
-$3,358.2 
OGE Oge Energy Corp.
-0.93%
-$2,668.6 
ADM Archer-Daniels-Midland Co
-0.9%
-$2,721.78 
ES Eversource Energy
-0.9%
-$1,710 
BKH Black Hills Corporation
-0.84%
-$3,192.75 
TXN Texas Instruments Inc
-0.61%
-$12,361.98 
BHP BHP Group Ltd.
-0.52%
-$3,913 
CL Colgate-Palmolive Company
-0.51%
-$3,769.12 
COP ConocoPhillips
-0.46%
-$6,451.25 
EPD Enterprise Products Partners L.P.
-0.44%
-$8,687.95 
WEC WEC Energy Group Inc.
-0.41%
-$1,096.2 
SRE Sempra
-0.38%
-$798.52 
RTX RTX Corporation
-0.36%
-$2,084.2 
DUK Duke Energy Corporation
-0.33%
-$1,798 
MRK Merck & Co., Inc.
-0.24%
-$3,409.29 
SO The Southern Company
-0.18%
-$820 
JNJ Johnson & Johnson
-0.12%
-$4,285.57 
JPM JPMorgan Chase & Co.
-0.06%
-$2,917.55 
AAPL Apple Inc.
-0.06%
-$4,186.15 Events
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Dividends
Dividend Analysis
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| Trades 1215 | Longs Won 865/1215 71% | Profit Factor 15.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,866.66 |
| Average Win $82,590.08 | Best Trade (Oct 14) $4.44M | Sharpe Ratio -10.78 |
| Average Loss -$13,400.46 | Worst Trade (Oct 14) -$510,620.6 | Z-Score 7.64 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 3d | Expectancy $54,938.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2470 24703L202 | 2,115 | $316.99 | $299.83 | - | -$17.16 | -5.41% | 0.0 |
| 8010 80105N105 | 6,350 | $345.94 | $365.51 | - | $19.57 | 5.66% | 0.0 |
| 8317 83175M205 | 11,065 | $339.54 | $343.94 | - | $4.4 | 1.3% | 0.0 |
| 9410 94106L109 | 1,550 | $315.45 | $313.11 | - | -$2.34 | -0.74% | 0.0 |
| AAPL Apple Inc. | 19,935 | $3.3M | $6.83M | - | $3.53M | 106.75% | -0.061% |
| ABT Abbott Laboratories | 8,000 | $813,390.55 | $839,360 | - | $25,969.45 | 3.19% | +1.894% |
| ADBE Adobe Inc. | 1,431 | $591,783.64 | $356,576.58 | - | -$235,207.06 | -39.75% | +3.532% |
| ADM Archer-Daniels-Midland Co | 3,605 | $215,362.7 | $298,800.42 | - | $83,437.72 | 38.74% | -0.903% |
| ADP Automatic Data Processing Inc. | 4,990 | $1.12M | $1.43M | - | $315,142.53 | 28.16% | +2.534% |
| AEP American Electric Power Company, Inc. | 4,665 | $421,240 | $580,232.7 | - | $158,992.7 | 37.74% | -1.387% |
| AFL Aflac Inc. | 7,450 | $485,807.35 | $880,962.5 | - | $395,155.15 | 81.34% | +0.034% |
| AMAT Applied Materials, Inc. | 480 | $347,040 | $206,644.8 | - | -$140,395.2 | -40.46% | -3.609% |
| AMGN Amgen Inc. | 8,815 | $2.18M | $3.87M | - | $1.69M | 77.38% | +3.106% |
| AMZN Amazon.com Inc | 17,857 | $1.93M | $4.56M | - | $2.63M | 136.57% | +0.535% |
| ATO Atmos Energy Corporation | 1,845 | $220,086.55 | $302,635.35 | - | $82,548.8 | 37.51% | +0.055% |
| AWK American Water Works Company, Inc. | 1,740 | $225,823 | $232,994.7 | - | $7,171.7 | 3.18% | +1.667% |
| BA Boeing Company | 4,640 | $966,717.26 | $869,698.4 | - | -$97,018.86 | -10.04% | +1.503% |
| BAC Bank of America Corporation | 6,570 | $315,136.15 | $340,227.45 | - | $25,091.3 | 7.96% | +0.769% |
| BDX Becton, Dickinson and Company | 2,520 | $474,237.9 | $487,342.8 | - | $13,104.9 | 2.76% | +2.382% |
| BHP BHP Group Ltd. | 9,100 | $550,043.75 | $753,753 | - | $203,709.25 | 37.04% | -0.516% |
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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 - $2.01M, Microsoft Corp - $1.59M, NVIDIA Corporation - $1.32M, and JPMorgan Chase & Co - $605,505.1. 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 $9.47M 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 - $359,655.28, Chevron Corporation - $338,364.5, and Amgen Inc - $303,165.45. 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.
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