Katherine Andersen Portfolio
Invests via Western Pacific Wealth Management LP | Managed by Katherine Andersen, William R. Andersen
Invests via Western Pacific Wealth Management LP
Managed by Katherine Andersen, William R. Andersen
Automatically Tracked
Katherine Andersen Profile
Katherine Andersen has established herself as a prominent force in the venture capital landscape, known for her sharp insights and innovative approach to early-stage investments. With a diverse background spanning technology startups and corporate strategy, she skillfully navigates the complexities of growing businesses. Her track record includes scaling ventures across various sectors, driving both operational excellence and market expansion. Katherine's leadership in cross-functional teams highlights her ability to align vision with execution, ultimately enhancing portfolio value. She is also recognized for mentoring emerging entrepreneurs, fostering a dynamic ecosystem that nurtures creativity and financial growth.
Katherine Andersen has established herself as a prominent force in the venture capital landscape, known for her sharp insights and innovative approach to early-stage investments. With a diverse background spanning technology startups and corporate strategy, she skillfully navigates the complexities of growing businesses. Her track record includes scaling ventures across various sectors, driving both operational excellence and market expansion. Katherine's leadership in cross-functional teams highlights her ability to align vision with execution, ultimately enhancing portfolio value. She is also recognized for mentoring emerging entrepreneurs, fostering a dynamic ecosystem that nurtures creativity and financial growth.
Investment Philosophy & Strategy
Operating within the dynamic realm of venture capital, Katherine Andersen emphasizes a holistic approach to nurturing startups. Her background in technology and strategic planning equips her with the ability to identify high-potential opportunities that others may overlook. By fostering strong relationships with founders, she enhances not only operational frameworks but also market positioning through targeted growth initiatives. Each investment reflects her commitment to innovation and adaptability, ensuring that portfolio companies can thrive amidst evolving landscapes. Katherine's engagement goes beyond mere capital infusion; she actively collaborates on vision alignment while providing invaluable mentorship.
Operating within the dynamic realm of venture capital, Katherine Andersen emphasizes a holistic approach to nurturing startups. Her background in technology and strategic planning equips her with the ability to identify high-potential opportunities that others may overlook. By fostering strong relationships with founders, she enhances not only operational frameworks but also market positioning through targeted growth initiatives. Each investment reflects her commitment to innovation and adaptability, ensuring that portfolio companies can thrive amidst evolving landscapes. Katherine's engagement goes beyond mere capital infusion; she actively collaborates on vision alignment while providing invaluable mentorship.
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:
23.66%
Gain +0.23%
Monthly
-0.07%
Yearly
-0.81%
Drawdown
34.47%
$109.53M
Equity
Holdings
$109.53M
Investment
$73.76M
-$7.49M
Profit +$249,206.72
Realized
-$43.26M
Unrealized
$35.77M
Dividends
$6.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$249,206.72
Win %
73%
This Week
Compared To Last Week
Gain
0.89%
Profit
$965,683.52
Win %
73%
This Month
Compared to last month
Gain
1.42%
Profit
$1.53M
Win %
73%
This Year
Compared to last year
Gain
12.61%
Profit
$12.26M
Win %
72%
DJTWW Trump Media & Technology Group Corp.
+8.68%
+$23.2 
IQ Iqiyi Inc.
+5.04%
+$60 
NBIS Nebius Group N.V.
+5.01%
+$3,564 
AMD Advanced Micro Devices, Inc.
+4.07%
+$35,335.16 
DASH DoorDash, Inc.
+3.16%
+$5,546.46 
ELV Elevance Health, Inc.
+3.03%
+$10,701.1 
SNOW Snowflake Inc.
+2.81%
+$7,895.51 
PLTR Palantir Technologies Inc.
+2.81%
+$21,353.82 
AVGO Broadcom Inc.
+2.77%
+$23,422.42 
RGTI Rigetti Computing Inc
+2.52%
+$71 
QUBT Quantum Computing Inc.
+2.44%
+$76 
SHOP Shopify Inc.
+2.44%
+$1,204 
QBTS D-Wave Quantum Inc.
+2.39%
+$80 
CRM Salesforce Inc
+2.39%
+$11,813.42 
BTC Grayscale Bitcoin Mini Trust ETF
+2.13%
+$847 
IBKR Interactive Brokers Group Inc.
+2.11%
+$6,112 
MSFT Microsoft Corp.
+2.08%
+$109,791.96 
VEEV Veeva Systems Inc.
+2.05%
+$1,520 
SE Sea Ltd.
+2.01%
+$91.96 
ISRG Intuitive Surgical, Inc.
+1.93%
+$1,067.2 
MPC Marathon Petroleum Corporation
+1.93%
+$14,387.8 
CRWV CoreWeave, Inc.
+1.92%
+$281 
SOUN SoundHound AI Inc.
+1.91%
+$720 
PSX Phillips 66
+1.88%
+$369.55 
QS QuantumScape Corp
+1.79%
+$21 
NOW ServiceNow, Inc.
+1.69%
+$2,156.82 
RDDT Reddit Inc Class A
+1.65%
+$1,194 
ICE Intercontinental Exchange, Inc.
+1.61%
+$6,731.18 
GOOG Alphabet Inc
+1.61%
+$71,412.84 
OXY-WT Occidental Petroleum Corporation
+1.58%
+$147.16 
GOOGL Alphabet Inc
+1.53%
+$114,216.39 
CVX Chevron Corporation
+1.5%
+$1,065.9 
ABT Abbott Laboratories
+1.44%
+$2,264.9 
CRWS Crown Crafts Inc.
+1.34%
+$40 
TXN Texas Instruments Inc
+1.25%
+$932.71 
AMZN Amazon.com Inc
+1.24%
+$92,182.89 
NICE Nice Ltd. Sponsored ADR
+1.21%
+$9.72 
INTU Intuit Inc.
+1.21%
+$922.24 
ABEV Ambev S.A.
+1.16%
+$35 
IONQ IonQ, Inc.
+1.12%
+$646.62 
BCTK Baron Technology ETF
+1.09%
+$29,070.86 
XLE Energy Select Sector SPDR Fund
+1.03%
+$3,689 
XOM Exxon Mobil Corporation
+1.01%
+$1,092.18 
HOOD Robinhood Markets, Inc.
+0.97%
+$485 
SCHW Charles Schwab Corporation
+0.96%
+$5,306.7 
V Visa Inc. Class A
+0.96%
+$6,807.76 
QRVO Qorvo Inc.
+0.81%
+$28.5 
NVDA NVIDIA Corporation
+0.76%
+$51,645.07 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$5,001.4 
XOVR ERShares Private-Public Crossover ETF
+0.65%
+$402.62 
DUK Duke Energy Corporation
+0.64%
+$403.2 
BP BP p.l.c. Sponsored ADR
+0.6%
+$14 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.59%
+$18.12 
CASY Casey's General Stores Inc.
+0.57%
+$349.68 
LMT Lockheed Martin Corporation
+0.55%
+$307.45 
PANW Palo Alto Networks, Inc.
+0.51%
+$4,073.72 
MA Mastercard Incorporated
+0.49%
+$2,859.41 
CME CME Group Inc.
+0.47%
+$164.26 
GPT Intelligent Alpha Atlas ETF
+0.47%
+$77.5 
VRSK Verisk Analytics Inc.
+0.38%
+$1,014.09 
QCOM QUALCOMM Incorporated
+0.38%
+$299 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$306.81 
META Meta Platforms Inc Class A
+0.36%
+$11,922.25 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.32%
+$1.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.29%
+$2,171.86 
OAKM Oakmark U.S. Large Cap ETF
+0.26%
+$12,027.75 
USB U.S. Bancorp
+0.22%
+$448.42 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.22%
+$651.87 
APH Amphenol Corporation
+0.21%
+$201.92 
BRK-B Berkshire Hathaway Inc.
+0.21%
+$10,273.12 
C Citigroup Inc.
+0.19%
+$728.13 
IVV iShares Core S&P 500 ETF
+0.17%
+$18.34 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$986.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$6.87 
COF Capital One Financial Corporation
+0.16%
+$800.27 
SCHB Schwab U.S. Broad Market ETF
+0.13%
+$58.48 
SAP SAP SE Sponsored ADR
+0.1%
+$4.95 
KO The Coca-Cola Company
+0.08%
+$48.69 
CPRT Copart Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UMAC
0%
$0 
HDB HDFC Bank Limited ADR
-10.18%
-$5,729.79 
CAVA Cava Group Inc.
-6.49%
-$3,674.34 
MYPS Playstudios Inc.
-4.1%
-$5.08 
CMG Chipotle Mexican Grill, Inc.
-4.05%
-$2,822.09 
CRVS Corvus Pharmaceuticals Inc.
-3.71%
-$1,107.2 
CMPS Compass Pathways plc Depositary Receipt
-3.68%
-$22.75 
KKR KKR & Co. Inc.
-3.39%
-$1,323.54 
ARKG ARK Genomic Revolution ETF
-2.98%
-$11.9 
AN AutoNation Inc.
-2.59%
-$533 
WBD Warner Bros. Discovery, Inc.
-2.59%
-$6,981.27 
WAT Waters Corporation
-2.56%
-$1,486 
TOL Toll Brothers Inc
-2.54%
-$4,666.49 
ORCL Oracle Corporation
-2.48%
-$939 
CG The Carlyle Group Inc.
-2.39%
-$3,137.03 
BX Blackstone Inc.
-2.39%
-$3,735.99 
AAPL Apple Inc.
-2.33%
-$223,937.79 
NFLX Netflix, Inc.
-2.28%
-$9,103.5 
STWD Starwood Property Trust Inc.
-2.27%
-$823.51 
TSLA Tesla, Inc.
-2.16%
-$1,026.87 
ICLR ICON plc
-2.09%
-$10,099.75 
MRK Merck & Co., Inc.
-1.99%
-$668.02 
BN Brookfield Corporation
-1.98%
-$506.89 
DELL Dell Technologies Inc.
-1.98%
-$548.1 
MLM Martin Marietta Materials, Inc.
-1.97%
-$1,757.74 
LLY Eli Lilly and Company
-1.95%
-$1,152.25 
RY Royal Bank of Canada
-1.93%
-$136.95 
HD The Home Depot, Inc.
-1.9%
-$642 
OC Owens Corning
-1.8%
-$5,361.28 
BMO Bank of Montreal
-1.77%
-$103.04 
CBRE CBRE Group Inc.
-1.71%
-$7,398.7 
MNST Monster Beverage Corporation
-1.7%
-$3,051.08 
PEP PepsiCo, Inc.
-1.7%
-$69.9 
WMT Walmart Inc.
-1.64%
-$2,945.25 
BDX Becton, Dickinson and Company
-1.61%
-$3,000.55 
AZO AutoZone Inc.
-1.5%
-$5,800.09 
ORLY O'Reilly Automotive Inc.
-1.5%
-$1,695.06 
SNY Sanofi American Depositary Receipt
-1.39%
-$31 
FWONA Liberty Media Corporation
-1.39%
-$455 
JNJ Johnson & Johnson
-1.38%
-$261.75 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.31%
-$1,613.16 
DIS The Walt Disney Company
-1.3%
-$650.24 
CHTR Charter Communications Inc
-1.24%
-$2,301.55 
NNN NNN REIT, Inc.
-1.21%
-$303 
NKE Nike, Inc. - Class B
-1.19%
-$474.24 
KDP Keurig Dr Pepper Inc.
-1.1%
-$5,419.6 
RACE Ferrari N.V.
-1.09%
-$1,253.55 
WFC Wells Fargo & Company
-1.03%
-$5,475.25 
TRU TransUnion
-0.98%
-$807.3 
ARCC Ares Capital Corporation
-0.96%
-$2,083.28 
NVO Novo Nordisk A/S Sponsored ADR
-0.95%
-$38.4 
KRE SPDR S&P Regional Banking ETF
-0.93%
-$1,322.04 
MTN Vail Resorts, Inc.
-0.92%
-$3,637.72 
PHO Invesco Water Resources ETF
-0.92%
-$64.14 
ONB Old National Bancorp
-0.92%
-$130.34 
PKX Posco Holdings Inc.
-0.89%
-$9.45 
IDXX IDEXX Laboratories, Inc.
-0.87%
-$1,035.3 
LILAK Liberty Latin America Ltd.
-0.82%
-$3.04 
BAC Bank of America Corporation
-0.81%
-$496.49 
IBB iShares Biotechnology ETF
-0.8%
-$4.54 
PG Procter & Gamble Co
-0.77%
-$41.76 
SBUX Starbucks Corporation
-0.75%
-$790 
COST Costco Wholesale Corporation
-0.73%
-$7,062.02 
IQV IQVIA Holdings Inc.
-0.73%
-$2,586.61 
SYY Sysco Corporation
-0.7%
-$3,311.7 
BIP Brookfield Infrastructure Partners L.P.
-0.69%
-$239.49 
MICC The Magnum Ice Cream Company N.V.
-0.67%
-$1.25 
MLI Mueller Industries Inc.
-0.66%
-$240.24 
BHP BHP Group Ltd.
-0.64%
-$26.78 
GM General Motors Company
-0.61%
-$1,266.19 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.6%
-$597.86 
UNL United States 12 Month Natural Gas Fund, L.P.
-0.58%
-$1.4 
AIG American International Group Inc.
-0.56%
-$2,552.85 
SO The Southern Company
-0.53%
-$332.5 
PDI Pimco Dynamic Income Fund
-0.52%
-$170 
ASML ASML Holding N.V. New York Registry Shares
-0.52%
-$2,117.76 
ADBE Adobe Inc.
-0.5%
-$89.25 
AXP American Express Company
-0.5%
-$1,122.19 
JPM JPMorgan Chase & Co.
-0.49%
-$1,530.52 
UNH UnitedHealth Group Incorporated
-0.47%
-$797.93 
ABNB Airbnb, Inc.
-0.44%
-$2,382.56 
FDS FactSet Research Systems Inc.
-0.44%
-$47.25 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$52,564.26 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.41%
-$1,377.08 
MNTN MNTN, Inc.
-0.39%
-$35 
ABBV AbbVie Inc.
-0.36%
-$769.11 
IVE ISHARES S&P 500 VALUE ETF
-0.34%
-$237.79 
BIPC Brookfield Infrastructure Partners L.P.
-0.32%
-$1.95 
MRSH Marsh & McLennan Companies, Inc.
-0.31%
-$711.2 
DHS WisdomTree U.S. High Dividend Fund
-0.3%
-$345.06 
MCD McDonald's Corporation
-0.3%
-$409.06 
AMGN Amgen Inc.
-0.3%
-$420.09 
RXRX Recursion Pharmaceuticals, Inc.
-0.3%
-$8.8 
CHRW C.H. Robinson Worldwide, Inc.
-0.3%
-$376.34 
TROW T. Rowe Price Group, Inc.
-0.29%
-$8.62 
NIXT Rational Deletions ETF
-0.27%
-$45 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$18.79 
TYL Tyler Technologies Inc.
-0.25%
-$96.39 
UBER Uber Technologies, Inc.
-0.25%
-$216 
UL Unilever PLC Sponsored American Depositary Receipt
-0.22%
-$6.44 
SCHF Schwab International Equity ETF
-0.22%
-$14.74 
GLD SPDR Gold Shares
-0.21%
-$468 
QUAL iShares MSCI USA Quality Factor ETF
-0.21%
-$460.01 
CRSP Crispr Therapeutics AG
-0.17%
-$264 
VTV Vanguard Value ETF
-0.16%
-$365.01 
WTFC Wintrust Financial Corporation
-0.14%
-$974.51 
AVDV Avantis International Small Cap Value ETF
-0.13%
-$214.5 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$14,830.46 
A Agilent Technologies Inc.
-0.12%
-$171.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$8.74 
LIN Linde plc
-0.08%
-$135.88 
VXF Vanguard Extended Market ETF
-0.08%
-$30 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.08%
-$350 
IWM iShares Russell 2000 ETF
-0.07%
-$2.1 
MAR Marriott International Inc. - Class A
-0.03%
-$4.59 
DFTX Definium Therapeutics, Inc.
-0.01%
-$1.73 Events
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Dividends
Dividend Analysis
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| Trades 2059 | Longs Won 1192/2059 57% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $827,718.8 |
| Average Win $46,941.24 | Best Trade (Jul 30) $2.84M | Sharpe Ratio -15.44 |
| Average Loss -$73,181.45 | Worst Trade (Dec 31) -$27.4M | Z-Score -3.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy -$3,639.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,497 | 1,347 | 1,198 | 1,048 | 898 | 749 | 599 | 449 | 299 | 150 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Katherine Andersen?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $7.25M, Apple Inc - $2.5M, Alphabet Inc - $1.02M, NVIDIA Corporation - $824,467.29, and Vanguard High Dividend Yield ETF - $667,701.86. 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: Nike, Inc. - Class B - $54.75M, ISHARES S&P 500 GROWTH ETF (3IS8) - $169,214.25, Meta Platforms Inc Class A - $131,926.37, Liberty Broadband Corporation - $107,752.69, and ProShares Short S&P500 - $92,162.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Andersen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.34M earned over time. The largest contributors to dividend income include Nike, Inc. - Class B - $2.51M, Vanguard High Dividend Yield ETF - $716,092.89, Vanguard Dividend Appreciation ETF - $582,132.58, Apple Inc - $239,822.07, and Microsoft Corp - $168,178.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Andersen's monthly returns?
Katherine Andersen's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Katherine Andersen's strategy be considered aggressive or moderate?
Katherine Andersen's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Katherine Andersen's strategy?
Katherine Andersen's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
