Alana Parm Portfolio
Invests via MORTON COMMUNITY BANK | Managed by Alana Parm
Invests via MORTON COMMUNITY BANK
Managed by Alana Parm
Automatically Tracked
Alana Parm Profile
Early-stage investor and operator focused on consumer tech and growth-stage software, combining hands-on product experience with capital allocation for scaling businesses. Alana Parm has led product and go-to-market teams, advised startups on growth strategy, and participated in angel and seed rounds. Market-facing profile emphasizes operational depth, board-level support, and founder partnerships.
Early-stage investor and operator focused on consumer tech and growth-stage software, combining hands-on product experience with capital allocation for scaling businesses. Alana Parm has led product and go-to-market teams, advised startups on growth strategy, and participated in angel and seed rounds. Market-facing profile emphasizes operational depth, board-level support, and founder partnerships.
Investment Philosophy & Strategy
Operates as an active early-stage investor focused on consumer technology and growth-stage SaaS, deploying concentrated, high-conviction capital into product-led companies. Blends hands-on product and go-to-market experience with board-level partnership to accelerate scaling, favoring seed to Series A shots with three- to seven-year horizons. Emphasizes founder alignment, measurable unit-economics improvement, rigorous onboarding of go-to-market KPIs, and downside-aware sizing to preserve optionality.
Operates as an active early-stage investor focused on consumer technology and growth-stage SaaS, deploying concentrated, high-conviction capital into product-led companies. Blends hands-on product and go-to-market experience with board-level partnership to accelerate scaling, favoring seed to Series A shots with three- to seven-year horizons. Emphasizes founder alignment, measurable unit-economics improvement, rigorous onboarding of go-to-market KPIs, and downside-aware sizing to preserve optionality.
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:
4%
Gain
Monthly
0.13%
Yearly
1.56%
Drawdown
24.49%
$488.2M
Equity
Holdings
$488.2M
Investment
$384.35M
$116.43M
Profit +$3.69M
Realized
$12.57M
Unrealized
$103.86M
Dividends
$26.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$3.69M
Win %
68%
This Week
Compared To Last Week
Gain
0.35%
Profit
$1.7M
Win %
68%
This Month
Compared to last month
Gain
0.88%
Profit
$4.24M
Win %
68%
This Year
Compared to last year
Gain
6.47%
Profit
$29.6M
Win %
69%
ABT Abbott Laboratories
+10.68%
+$313,129.4 
ACN Accenture plc Class A
+4.37%
+$84,613.37 
WM Waste Management, Inc.
+4.1%
+$175,290.25 
MRK Merck & Co., Inc.
+3.86%
+$187,265.43 
ZTS Zoetis Inc.
+3.75%
+$75,126.8 
ADP Automatic Data Processing Inc.
+3.7%
+$139,491.3 
UPS United Parcel Service, Inc.
+3.65%
+$131,127.24 
CRM Salesforce Inc
+3.59%
+$91,615.59 
GPC Genuine Parts Company
+3.53%
+$132,690.25 
MDLZ Mondelez International, Inc.
+3.52%
+$114,090.12 
MDT Medtronic plc
+3.48%
+$119,733.6 
OMC Omnicom Group Inc.
+3.3%
+$130,795.29 
PM Philip Morris International Inc.
+3.26%
+$185,590.27 
ABBV AbbVie Inc.
+3.23%
+$215,242.2 
UNH UnitedHealth Group Incorporated
+3.07%
+$153,972.83 
T AT&T Inc.
+3%
+$124,473.35 
MRSH Marsh & McLennan Companies, Inc.
+2.83%
+$104,030.87 
KO The Coca-Cola Company
+2.83%
+$129,193.84 
VZ Verizon Communications Inc.
+2.8%
+$114,317.93 
STZ Constellation Brands, Inc.
+2.8%
+$71,141.76 
RF Regions Financial Corporation
+2.68%
+$174,998.65 
PEP PepsiCo, Inc.
+2.64%
+$89,464.45 
WMT Walmart Inc.
+2.58%
+$9,868.7 
RGA Reinsurance Group of America, Inc.
+2.52%
+$145,462.83 
KMB Kimberly-Clark Corporation
+2.51%
+$75,763.92 
SCI Service Corporation International
+2.35%
+$91,097.4 
GILD Gilead Sciences Inc.
+2.31%
+$92,050.35 
DOX Amdocs Limited
+2.27%
+$57,053.88 
XLV Health Care Select Sector SPDR Fund
+2.17%
+$52,094.99 
SPGI S&P Global Inc.
+2.12%
+$79,796.52 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$391,323.24 
SYY Sysco Corporation
+2.03%
+$79,622 
PPG PPG Industries Inc.
+2%
+$62,555.4 
TGT Target Corporation
+1.99%
+$71,277.51 
DIS The Walt Disney Company
+1.89%
+$60,665.1 
LECO Lincoln Electric Holdings, Inc.
+1.88%
+$96,687.7 
CBSH Commerce Bancshares, Inc.
+1.82%
+$7,016.14 
MSFT Microsoft Corp.
+1.8%
+$109,101.56 
PG Procter & Gamble Co
+1.79%
+$62,845.44 
USB U.S. Bancorp
+1.65%
+$84,182.94 
AIG American International Group Inc.
+1.6%
+$5,166 
EXC Exelon Corporation
+1.53%
+$6,720.7 
CVS CVS Health Corporation
+1.52%
+$77,912.45 
AAPL Apple Inc.
+1.49%
+$12,365.92 
HD The Home Depot, Inc.
+1.45%
+$59,393.62 
LNG Cheniere Energy Inc.
+1.42%
+$67,223.97 
LLY Eli Lilly and Company
+1.35%
+$32,442.45 
RMD ResMed Inc.
+1.3%
+$50,683.51 
CVX Chevron Corporation
+1.2%
+$62,018.6 
JNJ Johnson & Johnson
+1.14%
+$76,281 
LNT Alliant Energy Corporation
+1.14%
+$60,165.55 
ICE Intercontinental Exchange, Inc.
+1.13%
+$43,249.34 
DE Deere & Company
+0.97%
+$58,950.01 
MSI Motorola Solutions, Inc.
+0.96%
+$30,360.48 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$213,458.57 
DTM Dt Midstream Inc.
+0.93%
+$3,105.02 
DUK Duke Energy Corporation
+0.92%
+$43,185.48 
XEL Xcel Energy Inc.
+0.86%
+$42,190.6 
XOM Exxon Mobil Corporation
+0.84%
+$40,961.5 
FE FirstEnergy Corp.
+0.82%
+$3,676.8 
SO The Southern Company
+0.82%
+$39,832.68 
COP ConocoPhillips
+0.76%
+$36,687.7 
EOG EOG Resources, Inc.
+0.68%
+$29,274.85 
PNC The PNC Financial Services Group, Inc.
+0.58%
+$2,517.5 
APD Air Products and Chemicals, Inc.
+0.57%
+$22,164.24 
D Dominion Energy, Inc.
+0.56%
+$1,803.17 
WEC WEC Energy Group Inc.
+0.49%
+$25,258.05 
HON Honeywell International Inc.
+0.48%
+$10,906.38 
DTE DTE Energy Company
+0.45%
+$21,535.8 
WMB The Williams Companies, Inc.
+0.39%
+$25,719.81 
AXP American Express Company
+0.33%
+$20,091.86 
NI NiSource Inc.
+0.33%
+$18,096.75 
XLC Communication Services Select Sector SPDR Fund
+0.33%
+$8,714.24 
LMT Lockheed Martin Corporation
+0.29%
+$13,602.3 
ALL Allstate Corporation
+0.27%
+$14,427.52 
AEP American Electric Power Company, Inc.
+0.25%
+$13,567.95 
GOOGL Alphabet Inc
+0.23%
+$19,431.45 
AMZN Amazon.com Inc
+0.21%
+$522.94 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BE Bloom Energy Corporation
-14.04%
-$100,815.03 
GE General Electric Company
-6.07%
-$18,169.82 
LRCX Lam Research Corporation
-5.47%
-$937,703.35 
FCX Freeport-McMoRan Inc.
-5.35%
-$15,002.52 
GS The Goldman Sachs Group, Inc.
-5.13%
-$410,220.35 
ORCL Oracle Corporation
-5.01%
-$48,614.82 
AVGO Broadcom Inc.
-4.66%
-$511,821.72 
ETN Eaton Corporation plc
-4.42%
-$299,554.76 
CAT Caterpillar Inc.
-4.29%
-$20,362.97 
CI The Cigna Group
-3.85%
-$170,524.49 
TXN Texas Instruments Inc
-3.8%
-$14,785.45 
CEG Constellation Energy Corporation
-3.37%
-$46,493.93 
SOLS Sollensys Corp
-3.3%
-$7,493.78 
CSCO Cisco Systems, Inc.
-2.72%
-$196,895.79 
XLK State Street Technology Select Sector SPDR ETF
-2.6%
-$75,542.83 
C Citigroup Inc.
-2.14%
-$141,910.27 
SLB Schlumberger Limited
-1.14%
-$41,461.2 
PGR Progressive Corporation
-0.85%
-$27,501.25 
JPM JPMorgan Chase & Co.
-0.85%
-$69,486.66 
BLK BlackRock, Inc.
-0.71%
-$32,837.21 
XLI Industrial Select Sector SPDR Fund
-0.49%
-$8,992.54 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,076 
SCHW Charles Schwab Corporation
-0.26%
-$569.75 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$8,123.37 
CNP CenterPoint Energy Inc.
-0.13%
-$4,774.27 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$4,700.19 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$2,484.34 
ETR Entergy Corporation
-0.06%
-$3,995.36 
NEE NextEra Energy, Inc.
-0.06%
-$2,707.24 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,830.12 
XLF Financial Select Sector SPDR Fund
-0.04%
-$1,875 
APO Apollo Global Management, Inc.
-0.03%
-$1,171.5 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$64 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$51.84 
XLU Utilities Select Sector SPDR Fund
-0.01%
-$850.89 Events
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Dividends
Dividend Analysis
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| Trades 1046 | Longs Won 762/1046 72% | Profit Factor 6.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,996.65 |
| Average Win $178,701.54 | Best Trade (Jul 10) $13.99M | Sharpe Ratio -10.02 |
| Average Loss -$69,524.69 | Worst Trade (Jul 15) -$2.08M | Z-Score 10.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $111,305.51 |
| 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 | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
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Returns
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Option values are updated at end of day.
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