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:
43.55%
Gain -0.04%
Monthly
1.14%
Yearly
14.52%
Drawdown
14.42%
$505.41M
Equity
Holdings
$505.41M
Investment
$392.24M
$129.43M
Profit -$188,288.79
Realized
$16.27M
Unrealized
$113.16M
Dividends
$26.83M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$188,288.79
Win %
69%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$188,288.79
Win %
69%
This Month
Compared to last month
Gain
1.76%
Profit
$8.74M
Win %
69%
This Year
Compared to last year
Gain
3.05%
Profit
$14.81M
Win %
70%
SLB Schlumberger Limited
+3.29%
+$131,516.02 
WMB The Williams Companies, Inc.
+2.96%
+$192,151.35 
CVS CVS Health Corporation
+2.28%
+$108,343.76 
TXN Texas Instruments Inc
+2.25%
+$7,336.95 
GE General Electric Company
+2.15%
+$4,496.93 
STZ Constellation Brands, Inc.
+2.08%
+$56,435.46 
DIS The Walt Disney Company
+1.96%
+$69,351.5 
LNG Cheniere Energy Inc.
+1.94%
+$96,512.64 
COP ConocoPhillips
+1.81%
+$98,947.32 
LMT Lockheed Martin Corporation
+1.78%
+$97,022.13 
CI The Cigna Group
+1.64%
+$70,730.04 
DTM Dt Midstream Inc.
+1.56%
+$4,853 
XLE Energy Select Sector SPDR Fund
+1.39%
+$12,563.84 
CEG Constellation Energy Corporation
+1.39%
+$20,492.69 
SCI Service Corporation International
+1.33%
+$55,816.35 
T AT&T Inc.
+1.26%
+$62,179.18 
FE FirstEnergy Corp.
+1.22%
+$5,145.39 
CVX Chevron Corporation
+1.16%
+$66,442.4 
APD Air Products and Chemicals, Inc.
+1.13%
+$45,981.73 
NI NiSource Inc.
+1%
+$51,344.76 
DTE DTE Energy Company
+0.94%
+$43,649.2 
XOM Exxon Mobil Corporation
+0.94%
+$50,585.84 
ETR Entergy Corporation
+0.87%
+$57,066.66 
CNP CenterPoint Energy Inc.
+0.86%
+$32,320.75 
EOG EOG Resources, Inc.
+0.85%
+$37,964.4 
AIG American International Group Inc.
+0.8%
+$2,562 
HBAN Huntington Bancshares Incorporated
+0.79%
+$31,422.3 
DRI Darden Restaurants, Inc.
+0.79%
+$34,135.01 
LECO Lincoln Electric Holdings, Inc.
+0.79%
+$45,640 
PM Philip Morris International Inc.
+0.78%
+$47,280.08 
MDT Medtronic plc
+0.76%
+$29,812.83 
RF Regions Financial Corporation
+0.76%
+$12,679.2 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$3,010.77 
UNH UnitedHealth Group Incorporated
+0.67%
+$33,497.97 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$47,711.52 
QCOM QUALCOMM Incorporated
+0.61%
+$1,225 
EXC Exelon Corporation
+0.57%
+$2,496.26 
LNT Alliant Energy Corporation
+0.57%
+$28,941.2 
VZ Verizon Communications Inc.
+0.54%
+$24,813.62 
CBSH Commerce Bancshares, Inc.
+0.45%
+$2,244.24 
XLB Materials Select Sector SPDR Fund
+0.44%
+$1,224.98 
C Citigroup Inc.
+0.43%
+$29,531.4 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$8,678.16 
USB U.S. Bancorp
+0.38%
+$20,457.5 
ALL Allstate Corporation
+0.36%
+$21,076.36 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$9,931.6 
PGR Progressive Corporation
+0.35%
+$12,505.07 
D Dominion Energy, Inc.
+0.34%
+$837.2 
KO The Coca-Cola Company
+0.33%
+$16,281.47 
MSI Motorola Solutions, Inc.
+0.32%
+$12,722.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$53,153.64 
XEL Xcel Energy Inc.
+0.24%
+$12,026.05 
CAT Caterpillar Inc.
+0.23%
+$880.6 
AAPL Apple Inc.
+0.22%
+$1,697.73 
WEC WEC Energy Group Inc.
+0.22%
+$11,067.6 
MRK Merck & Co., Inc.
+0.21%
+$11,396.71 
NEE NextEra Energy, Inc.
+0.21%
+$9,888.55 
PG Procter & Gamble Co
+0.2%
+$6,977.35 
AEP American Electric Power Company, Inc.
+0.17%
+$9,251 
GILD Gilead Sciences Inc.
+0.16%
+$6,924.5 
WM Waste Management, Inc.
+0.15%
+$6,434.31 
SOLS Sollensys Corp
+0.13%
+$236.72 
MDLZ Mondelez International, Inc.
+0.13%
+$4,589.68 
PEP PepsiCo, Inc.
+0.12%
+$4,365.85 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$3,010.89 
SO The Southern Company
+0.01%
+$526.12 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$676,916.01 
AMAT Applied Materials, Inc.
-5.12%
-$13,680 
ORCL Oracle Corporation
-3.65%
-$34,570.5 
CRM Salesforce Inc
-2.56%
-$82,131.56 
LLY Eli Lilly and Company
-2.38%
-$30,858.77 
APO Apollo Global Management, Inc.
-1.96%
-$111,094.29 
CSCO Cisco Systems, Inc.
-1.58%
-$115,574.93 
LRCX Lam Research Corporation
-1.38%
-$228,157.88 
ADP Automatic Data Processing Inc.
-1.18%
-$52,761.77 
RMD ResMed Inc.
-1.01%
-$46,167.72 
UPS United Parcel Service, Inc.
-0.98%
-$34,600.8 
AMZN Amazon.com Inc
-0.94%
-$2,375.85 
SPGI S&P Global Inc.
-0.92%
-$33,742.7 
ACN Accenture plc Class A
-0.9%
-$24,686.55 
OMC Omnicom Group Inc.
-0.89%
-$39,979.53 
HD The Home Depot, Inc.
-0.83%
-$35,210.57 
BLK BlackRock, Inc.
-0.77%
-$39,018.09 
DOX Amdocs Limited
-0.75%
-$21,757.56 
SYY Sysco Corporation
-0.67%
-$27,778.8 
TGT Target Corporation
-0.66%
-$2,259.8 
JNJ Johnson & Johnson
-0.66%
-$46,993.1 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$15,310.59 
DE Deere & Company
-0.58%
-$36,518.06 
ABBV AbbVie Inc.
-0.54%
-$37,223.2 
PPG PPG Industries Inc.
-0.54%
-$16,986.76 
FCX Freeport-McMoRan Inc.
-0.51%
-$1,564.68 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$20,614.52 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$1,081.17 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$18,506.43 
DUK Duke Energy Corporation
-0.46%
-$21,943.29 
ETN Eaton Corporation plc
-0.4%
-$29,831.29 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$8,203.5 
WMT Walmart Inc.
-0.39%
-$1,518.75 
RGA Reinsurance Group of America, Inc.
-0.37%
-$23,364.39 
AXP American Express Company
-0.34%
-$19,938.8 
ICE Intercontinental Exchange, Inc.
-0.33%
-$14,345.56 
GS The Goldman Sachs Group, Inc.
-0.31%
-$22,123.04 
MSFT Microsoft Corp.
-0.3%
-$23,382.68 
KMB Kimberly-Clark Corporation
-0.28%
-$9,266.21 
GPC Genuine Parts Company
-0.24%
-$10,305.95 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$51,048.28 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$808.48 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.18%
-$8,052 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.17%
-$518.44 
XLF Financial Select Sector SPDR Fund
-0.17%
-$9,129.9 
GOOGL Alphabet Inc
-0.13%
-$10,120 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$5,027.34 
JPM JPMorgan Chase & Co.
-0.07%
-$6,366.36 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$3,189.54 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,874.99 
ABT Abbott Laboratories
-0.02%
-$707.2 Events
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Dividends
Dividend Analysis
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| Trades 1158 | Longs Won 858/1158 74% | Profit Factor 9.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $578,524.13 |
| Average Win $169,475.21 | Best Trade (Aug 18) $12.97M | Sharpe Ratio -11.1 |
| Average Loss -$53,258.65 | Worst Trade (Aug 18) -$1.74M | Z-Score 13.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $111,772.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,534 | $506,003.93 | $775,226.59 | - | $269,222.66 | 53.21% | +0.219% |
| ABBV AbbVie Inc. | 27,370 | $4.36M | $6.83M | - | $2.47M | 56.75% | -0.542% |
| ABT Abbott Laboratories | 35,360 | $3.91M | $3.93M | - | $19,149.73 | 0.49% | -0.018% |
| ACN Accenture plc Class A | 15,429 | $4.78M | $2.73M | - | -$2.05M | -42.86% | -0.896% |
| ADP Automatic Data Processing Inc. | 16,135 | $3.3M | $4.4M | - | $1.11M | 33.57% | -1.184% |
| AEP American Electric Power Company, Inc. | 42,050 | $3.62M | $5.28M | - | $1.67M | 46.06% | +0.175% |
| AIG American International Group Inc. | 4,200 | $320,336.13 | $321,888 | - | $1,551.87 | 0.48% | +0.802% |
| ALL Allstate Corporation | 22,663 | $3.38M | $5.92M | - | $2.54M | 75.19% | +0.357% |
| AMAT Applied Materials, Inc. | 500 | $361,500 | $253,589.99 | - | -$107,910.01 | -29.85% | -5.118% |
| AMZN Amazon.com Inc | 958 | $210,202.1 | $251,618.69 | - | $41,416.59 | 19.7% | -0.935% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 10,369 | $298,420 | $301,115.77 | - | $2,695.77 | 0.9% | -0.172% |
| APD Air Products and Chemicals, Inc. | 13,328 | $3.43M | $4.12M | - | $689,588.15 | 20.11% | +1.129% |
| APO Apollo Global Management, Inc. | 39,395 | $3.79M | $5.55M | - | $1.76M | 46.32% | -1.964% |
| AVGO Broadcom Inc. | 27,262 | $3.04M | $10.71M | - | $7.67M | 252.06% | -5.943% |
| AXP American Express Company | 17,042 | $3.25M | $5.84M | - | $2.59M | 79.57% | -0.34% |
| AZN AstraZeneca PLC American Depositary Shares | 26,094 | $4.95M | $4.08M | - | -$865,537.7 | -17.49% | -0.502% |
| BLK BlackRock, Inc. | 4,283 | $4.41M | $5.03M | - | $614,322.08 | 13.92% | -0.77% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 80,370 | $1.55M | $1.57M | - | $18,002.6 | 1.16% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 301,089 | $5.86M | $5.92M | - | $61,175.66 | 1.04% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 287,499 | $5.81M | $5.86M | - | $49,959.17 | 0.86% | -0.049% |
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FAQ
Which stocks have generated the highest profits for Alana Parm?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.46M, Regions Financial Corporation - $2.35M, Oracle Corporation - $2.29M, Lam Research Corporation - $1.58M, and Schwab U.S. Dividend Equity ETF - $1.26M. 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: Zoetis Inc - $1.39M, Booz Allen Hamilton Holding Corporation - $1.11M, Stanley Black & Decker Inc - $323,113.38, Comcast Corp - $315,213.16, and General Mills, Inc - $80,304.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alana Parm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.83M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.2M, iShares Core Dividend Growth ETF - $943,335.43, Verizon Communications Inc - $627,667.02, Invesco BulletShares 2027 Corporate Bond ETF - $564,178.81, and Invesco BulletShares 2028 Corporate Bond ETF - $563,054.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alana Parm's monthly returns?
Alana Parm's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alana Parm's strategy be considered aggressive or moderate?
Alana Parm'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 Alana Parm's strategy?
Alana Parm'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.
