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:
40.55%
Gain +0.71%
Monthly
1.02%
Yearly
12.98%
Drawdown
14.41%
$497.27M
Equity
Holdings
$497.27M
Investment
$392.24M
$121.3M
Profit +$2.88M
Realized
$16.27M
Unrealized
$105.03M
Dividends
$28.97M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$2.88M
Win %
66%
This Week
Compared To Last Week
Gain
1.37%
Profit
$6.71M
Win %
66%
This Month
Compared to last month
Gain
3.39%
Profit
$16.28M
Win %
66%
This Year
Compared to last year
Gain
1.39%
Profit
$6.68M
Win %
67%
KMB Kimberly-Clark Corporation
+4.69%
+$139,292.06 
ACN Accenture plc Class A
+4.62%
+$153,364.11 
CRM Salesforce Inc
+4.56%
+$171,107.75 
MRSH Marsh & McLennan Companies, Inc.
+4.48%
+$170,176.21 
BLK BlackRock, Inc.
+4.42%
+$203,099.69 
HD The Home Depot, Inc.
+4.32%
+$158,198.36 
SPGI S&P Global Inc.
+3.99%
+$142,119.7 
WM Waste Management, Inc.
+3.94%
+$160,862.5 
LLY Eli Lilly and Company
+3.6%
+$46,545 
QCOM QUALCOMM Incorporated
+3.36%
+$7,105 
CI The Cigna Group
+3.26%
+$146,103.03 
RMD ResMed Inc.
+2.99%
+$142,553.16 
ORCL Oracle Corporation
+2.98%
+$23,623.17 
OMC Omnicom Group Inc.
+2.96%
+$117,408.24 
AZN AstraZeneca PLC American Depositary Shares
+2.86%
+$120,815.25 
DRI Darden Restaurants, Inc.
+2.84%
+$114,818.4 
UNH UnitedHealth Group Incorporated
+2.81%
+$139,260.6 
PPG PPG Industries Inc.
+2.77%
+$79,454.2 
GILD Gilead Sciences Inc.
+2.49%
+$120,549.25 
DOX Amdocs Limited
+2.46%
+$71,948.29 
CVS CVS Health Corporation
+2.4%
+$108,343.76 
ABT Abbott Laboratories
+2.3%
+$83,096 
AXP American Express Company
+2.24%
+$116,993.33 
AIG American International Group Inc.
+2.19%
+$7,119 
UPS United Parcel Service, Inc.
+2.16%
+$68,868.9 
ICE Intercontinental Exchange, Inc.
+2.14%
+$93,384.96 
CBSH Commerce Bancshares, Inc.
+2.1%
+$9,517.24 
LMT Lockheed Martin Corporation
+2.06%
+$97,658.82 
USB U.S. Bancorp
+2.03%
+$93,286.2 
T AT&T Inc.
+1.95%
+$90,260.1 
ADP Automatic Data Processing Inc.
+1.9%
+$85,838.04 
XLV Health Care Select Sector SPDR Fund
+1.84%
+$48,660.39 
XLB Materials Select Sector SPDR Fund
+1.83%
+$4,846.66 
HBAN Huntington Bancshares Incorporated
+1.79%
+$60,600.15 
SCI Service Corporation International
+1.79%
+$71,404.7 
STZ Constellation Brands, Inc.
+1.73%
+$43,872.4 
GE General Electric Company
+1.62%
+$2,899.19 
RF Regions Financial Corporation
+1.54%
+$21,924.45 
DIS The Walt Disney Company
+1.54%
+$56,834.4 
GPC Genuine Parts Company
+1.52%
+$64,410 
WMT Walmart Inc.
+1.47%
+$5,771.25 
GS The Goldman Sachs Group, Inc.
+1.46%
+$88,217.6 
SYY Sysco Corporation
+1.45%
+$58,037.85 
ALL Allstate Corporation
+1.44%
+$77,054.2 
XLC Communication Services Select Sector SPDR Fund
+1.44%
+$39,478.11 
XLF Financial Select Sector SPDR Fund
+1.32%
+$65,735.28 
MDT Medtronic plc
+1.32%
+$53,576.68 
APD Air Products and Chemicals, Inc.
+1.3%
+$50,646.4 
RGA Reinsurance Group of America, Inc.
+1.23%
+$80,393.9 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$233,285.42 
MSFT Microsoft Corp.
+1.08%
+$90,844.25 
MSI Motorola Solutions, Inc.
+1%
+$39,293.7 
LECO Lincoln Electric Holdings, Inc.
+0.99%
+$51,956.25 
TGT Target Corporation
+0.85%
+$2,885.11 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$1,775.58 
DGRO iShares Core Dividend Growth ETF
+0.8%
+$187,677.5 
C Citigroup Inc.
+0.79%
+$47,250.24 
NEE NextEra Energy, Inc.
+0.75%
+$32,412.83 
MDLZ Mondelez International, Inc.
+0.73%
+$26,390.66 
FCX Freeport-McMoRan Inc.
+0.56%
+$1,794.78 
XLI Industrial Select Sector SPDR Fund
+0.46%
+$9,280.89 
GOOGL Alphabet Inc
+0.45%
+$34,760 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.38%
+$16,104 
PG Procter & Gamble Co
+0.34%
+$12,751.27 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.34%
+$18,433.58 
FE FirstEnergy Corp.
+0.3%
+$1,218.64 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$1,139.25 
AMZN Amazon.com Inc
+0.27%
+$651.44 
CNP CenterPoint Energy Inc.
+0.25%
+$9,234.5 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.19%
+$11,163.39 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$544 
KO The Coca-Cola Company
+0.12%
+$6,456.44 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.12%
+$7,187.48 
PGR Progressive Corporation
+0.11%
+$3,939.73 
D Dominion Energy, Inc.
+0.09%
+$200.2 
JPM JPMorgan Chase & Co.
+0.09%
+$6,838.2 
DE Deere & Company
+0.07%
+$4,758.7 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$1,505.44 
DTE DTE Energy Company
+0.02%
+$666.4 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
WMB The Williams Companies, Inc.
-4.91%
-$318,028.42 
AMAT Applied Materials, Inc.
-3.7%
-$8,270 
DTM Dt Midstream Inc.
-3.67%
-$10,396 
CSCO Cisco Systems, Inc.
-3.35%
-$245,677.43 
LRCX Lam Research Corporation
-3.3%
-$464,164.36 
PM Philip Morris International Inc.
-2.77%
-$182,251.93 
CAT Caterpillar Inc.
-1.8%
-$6,025.56 
CEG Constellation Energy Corporation
-1.63%
-$24,156 
XLE Energy Select Sector SPDR Fund
-1.6%
-$15,963.48 
ETN Eaton Corporation plc
-1.58%
-$105,721.95 
APO Apollo Global Management, Inc.
-1.45%
-$64,607.8 
AEP American Electric Power Company, Inc.
-1.44%
-$76,320.75 
MRK Merck & Co., Inc.
-1.37%
-$79,383.98 
XOM Exxon Mobil Corporation
-1.29%
-$77,575.56 
CVX Chevron Corporation
-1.19%
-$76,408.76 
EOG EOG Resources, Inc.
-1%
-$48,720.98 
PEP PepsiCo, Inc.
-0.69%
-$22,857.87 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$13,816.32 
WEC WEC Energy Group Inc.
-0.64%
-$31,358.2 
DUK Duke Energy Corporation
-0.63%
-$28,872.75 
LNT Alliant Energy Corporation
-0.61%
-$29,664.73 
AVGO Broadcom Inc.
-0.56%
-$52,343.04 
TXN Texas Instruments Inc
-0.55%
-$1,825.29 
ETR Entergy Corporation
-0.53%
-$33,749.1 
COP ConocoPhillips
-0.43%
-$26,707.02 
PNC The PNC Financial Services Group, Inc.
-0.38%
-$1,403.33 
SOLS Sollensys Corp
-0.35%
-$621.39 
XEL Xcel Energy Inc.
-0.33%
-$15,823.75 
EXC Exelon Corporation
-0.3%
-$1,248.13 
SLB Schlumberger Limited
-0.29%
-$10,767.4 
AAPL Apple Inc.
-0.28%
-$2,432.64 
SO The Southern Company
-0.23%
-$11,048.52 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$15,903.9 
LNG Cheniere Energy Inc.
-0.21%
-$11,128.88 
JNJ Johnson & Johnson
-0.2%
-$13,853.64 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.18%
-$518.45 
ABBV AbbVie Inc.
-0.05%
-$3,968.92 
NI NiSource Inc.
-0.05%
-$2,445 
VZ Verizon Communications Inc.
-0.02%
-$954.37 Events
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Dividends
Dividend Analysis
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| Trades 1158 | Longs Won 833/1158 71% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,996.99 |
| Average Win $166,315.51 | Best Trade (Oct 14) $10.26M | Sharpe Ratio -10.13 |
| Average Loss -$53,051.25 | Worst Trade (Oct 14) -$1.31M | Z-Score 7.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $104,748.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,534 | $506,003.93 | $866,628 | - | $360,624.07 | 71.27% | -0.28% |
| ABBV AbbVie Inc. | 27,370 | $4.36M | $7.75M | - | $3.4M | 78.04% | -0.051% |
| ABT Abbott Laboratories | 35,360 | $3.91M | $3.7M | - | -$212,811.87 | -5.44% | +2.296% |
| ACN Accenture plc Class A | 15,429 | $4.78M | $3.47M | - | -$1.31M | -27.35% | +4.624% |
| ADP Automatic Data Processing Inc. | 16,135 | $3.3M | $4.61M | - | $1.31M | 39.77% | +1.898% |
| AEP American Electric Power Company, Inc. | 42,050 | $3.62M | $5.23M | - | $1.61M | 44.56% | -1.439% |
| AIG American International Group Inc. | 4,200 | $320,336.13 | $332,325 | - | $11,988.87 | 3.74% | +2.189% |
| ALL Allstate Corporation | 22,663 | $3.38M | $5.43M | - | $2.05M | 60.56% | +1.44% |
| AMAT Applied Materials, Inc. | 500 | $361,500 | $215,045 | - | -$146,455 | -40.51% | -3.703% |
| AMZN Amazon.com Inc | 958 | $210,202.1 | $244,060.08 | - | $33,857.98 | 16.11% | +0.268% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 10,369 | $298,420 | $284,836.43 | - | -$13,583.57 | -4.55% | -0.182% |
| APD Air Products and Chemicals, Inc. | 13,328 | $3.43M | $3.95M | - | $521,122.23 | 15.2% | +1.299% |
| APO Apollo Global Management, Inc. | 39,395 | $3.79M | $4.4M | - | $612,587.69 | 16.16% | -1.446% |
| AVGO Broadcom Inc. | 27,262 | $3.04M | $9.39M | - | $6.34M | 208.47% | -0.555% |
| AXP American Express Company | 17,042 | $3.25M | $5.35M | - | $2.1M | 64.54% | +2.237% |
| AZN AstraZeneca PLC American Depositary Shares | 26,094 | $4.95M | $4.35M | - | -$599,117.96 | -12.11% | +2.857% |
| BLK BlackRock, Inc. | 4,283 | $4.41M | $4.8M | - | $389,379.01 | 8.82% | +4.416% |
| 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 | $5.9M | - | $43,110.32 | 0.74% | +0.026% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 287,499 | $5.81M | $5.81M | - | $1,084.34 | 0.02% | +0.124% |
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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 - $2.48M, Regions Financial Corporation - $2.37M, Oracle Corporation - $2.29M, Lam Research Corporation - $1.59M, and Schwab U.S. Dividend Equity ETF - $1.41M. 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 $28.97M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.36M, iShares Core Dividend Growth ETF - $1.06M, Verizon Communications Inc - $695,188.7, AT&T Inc - $615,927.51, and Invesco BulletShares 2027 Corporate Bond ETF - $585,285.15. 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 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 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.
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