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:
39.3%
Gain -0.29%
Monthly
0%
Yearly
0%
Drawdown
34.63%
$115.2M
Equity
Holdings
$115.2M
Investment
$74.73M
-$3.09M
Profit -$352,893.52
Realized
-$43.55M
Unrealized
$40.46M
Dividends
$6.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$352,893.52
Win %
74%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$794,410.54
Win %
74%
This Month
Compared to last month
Gain
-0.37%
Profit
-$430,466.07
Win %
74%
This Year
Compared to last year
Gain
5.61%
Profit
$6.12M
Win %
70%
ABNB Airbnb, Inc.
+17.43%
+$97,632.45 
SPCX Space Exploration Technologies Corp. Class A
+15.83%
+$4,183.7 
IONQ IonQ, Inc.
+11.86%
+$13,932.18 
PLTR Palantir Technologies Inc.
+10.32%
+$92,485.29 
QS QuantumScape Corp
+9.95%
+$220 
RGTI Rigetti Computing Inc
+8.53%
+$2,538 
RDDT Reddit Inc Class A
+7.18%
+$4,332 
NOW ServiceNow, Inc.
+6.42%
+$7,055.61 
CRWV CoreWeave, Inc.
+6.26%
+$1,068 
ARKG ARK Genomic Revolution ETF
+6.14%
+$24.9 
WDAY Workday Inc.
+5.52%
+$22,700.98 
QCOM QUALCOMM Incorporated
+4.66%
+$3,436.2 
QUBT Quantum Computing Inc.
+4.62%
+$162 
XOVR ERShares Private-Public Crossover ETF
+4.52%
+$2,802.27 
OC Owens Corning
+4.32%
+$13,455 
QRVO Qorvo Inc.
+3.93%
+$153.75 
SNOW Snowflake Inc.
+3.93%
+$5,945.24 
DELL Dell Technologies Inc.
+3.68%
+$1,128.4 
CRSP Crispr Therapeutics AG
+3.64%
+$6,204 
CRWD CrowdStrike Holdings, Inc.
+3.39%
+$4,358.6 
A Agilent Technologies Inc.
+3.28%
+$4,222.56 
STWD Starwood Property Trust Inc.
+3.26%
+$533.52 
CRM Salesforce Inc
+3.2%
+$6,083.44 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+3.17%
+$3,792 
IQ Iqiyi Inc.
+3.1%
+$40 
BCTK Baron Technology ETF
+3.08%
+$94,453.95 
FWONA Liberty Media Corporation
+2.96%
+$945 
TSLA Tesla, Inc.
+2.83%
+$1,131.25 
NVO Novo Nordisk A/S Sponsored ADR
+2.81%
+$103.2 
SHOP Shopify Inc.
+2.8%
+$413 
TXN Texas Instruments Inc
+2.76%
+$2,457.6 
BX Blackstone Inc.
+2.76%
+$669.76 
IQV IQVIA Holdings Inc.
+2.7%
+$10,740.53 
ACN Accenture plc Class A
+2.69%
+$8,413.25 
TOL Toll Brothers Inc
+2.48%
+$4,587.2 
ORCL Oracle Corporation
+2.47%
+$1,065 
IBB iShares Biotechnology ETF
+2.46%
+$14.22 
NVDA NVIDIA Corporation
+2.27%
+$165,819.08 
GLD SPDR Gold Shares
+2.26%
+$2,640 
CPRT Copart Inc.
+2.24%
+$1,565.2 
AMAT Applied Materials, Inc.
+2.21%
+$1,958.89 
SE Sea Ltd.
+2.19%
+$106.92 
ASML ASML Holding N.V. New York Registry Shares
+2.15%
+$11,352.2 
IBKR Interactive Brokers Group Inc.
+2.1%
+$5,792.01 
ICLR ICON plc
+2.07%
+$4,893.09 
SOXX iShares Semiconductor ETF
+2.02%
+$2,386.5 
ARCC Ares Capital Corporation
+1.99%
+$4,391.79 
MLM Martin Marietta Materials, Inc.
+1.91%
+$1,152.48 
AZO AutoZone Inc.
+1.88%
+$7,324.08 
CHRW C.H. Robinson Worldwide, Inc.
+1.83%
+$1,629.8 
STK Columbia Seligman Premium Technology Growth Fund, Inc.
+1.77%
+$1,365 
VXF Vanguard Extended Market ETF
+1.75%
+$639 
HD The Home Depot, Inc.
+1.75%
+$610 
AVGO Broadcom Inc.
+1.71%
+$17,306.33 
WST West Pharmaceutical Services, Inc.
+1.57%
+$1,389.38 
UNL United States 12 Month Natural Gas Fund, L.P.
+1.55%
+$3.6 
AMGN Amgen Inc.
+1.5%
+$2,316.1 
MOAT VanEck Morningstar Wide Moat Fund
+1.48%
+$9,029.84 
MTN Vail Resorts, Inc.
+1.45%
+$5,649.77 
WBD Warner Bros. Discovery, Inc.
+1.44%
+$3,817.1 
DASH DoorDash, Inc.
+1.41%
+$2,859 
ISRG Intuitive Surgical, Inc.
+1.36%
+$816 
AVDV Avantis International Small Cap Value ETF
+1.34%
+$2,392.5 
ALAI Alger AI Enablers & Adopters ETF
+1.31%
+$6,272.7 
RXRX Recursion Pharmaceuticals, Inc.
+1.26%
+$40 
RACE Ferrari N.V.
+1.22%
+$1,518.9 
PANW Palo Alto Networks, Inc.
+1.22%
+$9,701.4 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$8,882.81 
IWM iShares Russell 2000 ETF
+1.11%
+$33.1 
VRSK Verisk Analytics Inc.
+1.09%
+$2,653.75 
INTU Intuit Inc.
+1.04%
+$711.42 
SCHF Schwab International Equity ETF
+1.04%
+$71.63 
TRU TransUnion
+1.03%
+$848.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$4,450 
ABBV AbbVie Inc.
+0.89%
+$1,794.58 
C Citigroup Inc.
+0.88%
+$3,355.89 
JNJ Johnson & Johnson
+0.88%
+$169.5 
LMT Lockheed Martin Corporation
+0.87%
+$561 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$727.77 
AMZN Amazon.com Inc
+0.81%
+$65,823 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.78%
+$774.89 
SCHB Schwab U.S. Broad Market ETF
+0.78%
+$366.39 
UNH UnitedHealth Group Incorporated
+0.77%
+$1,079.17 
DUK Duke Energy Corporation
+0.77%
+$478.8 
PHO Invesco Water Resources ETF
+0.74%
+$54.54 
GM General Motors Company
+0.74%
+$1,713.28 
ELV Elevance Health, Inc.
+0.71%
+$3,894.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$29.81 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.63%
+$1,959.99 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$3,680.11 
NFLX Netflix, Inc.
+0.61%
+$1,575 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.6%
+$2,062.15 
IVV iShares Core S&P 500 ETF
+0.6%
+$64.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$44.4 
DHS WisdomTree U.S. High Dividend Fund
+0.56%
+$631.8 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$64,880.12 
CBRE CBRE Group Inc.
+0.49%
+$2,241.07 
IVE ISHARES S&P 500 VALUE ETF
+0.49%
+$349.16 
GPIX S&P 500 Core Premium Income Fund
+0.48%
+$378 
CRVS Corvus Pharmaceuticals Inc.
+0.43%
+$120 
VTV Vanguard Value ETF
+0.42%
+$994.52 
PEP PepsiCo, Inc.
+0.42%
+$17.4 
BMO Bank of Montreal
+0.4%
+$74.46 
SBUX Starbucks Corporation
+0.4%
+$84 
META Meta Platforms Inc Class A
+0.37%
+$10,823.78 
ICE Intercontinental Exchange, Inc.
+0.37%
+$1,641.75 
OAKM Oakmark U.S. Large Cap ETF
+0.36%
+$18,025.15 
TROW T. Rowe Price Group, Inc.
+0.35%
+$10 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$47,007.6 
JPM JPMorgan Chase & Co.
+0.34%
+$1,124.84 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$720 
CAVA Cava Group Inc.
+0.3%
+$136.8 
AAPL Apple Inc.
+0.29%
+$26,314.47 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$22.26 
BAC Bank of America Corporation
+0.27%
+$170.51 
BIP Brookfield Infrastructure Partners L.P.
+0.26%
+$77.2 
KO The Coca-Cola Company
+0.23%
+$149.8 
DIS The Walt Disney Company
+0.22%
+$117.76 
USB U.S. Bancorp
+0.2%
+$416.39 
CASY Casey's General Stores Inc.
+0.18%
+$108.63 
ORLY O'Reilly Automotive Inc.
+0.17%
+$210.08 
MRK Merck & Co., Inc.
+0.16%
+$55.23 
MSFT Microsoft Corp.
+0.03%
+$1,703.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
DFTX Definium Therapeutics, Inc.
0%
$0 
QBTS D-Wave Quantum Inc.
-16.46%
-$2,556 
STX Seagate Technology Holdings plc
-4.71%
-$4,420.9 
MNST Monster Beverage Corporation
-4.04%
-$6,308 
CW Curtiss-Wright Corporation
-3.15%
-$1,171.04 
MYPS Playstudios Inc.
-3.14%
-$3.41 
CMG Chipotle Mexican Grill, Inc.
-2.73%
-$1,828.04 
AER AerCap Holdings N.V.
-2.27%
-$6,036.82 
MA Mastercard Incorporated
-2.26%
-$13,715 
CG The Carlyle Group Inc.
-2.23%
-$2,701.02 
V Visa Inc. Class A
-2.15%
-$15,772.63 
LILAK Liberty Latin America Ltd.
-1.99%
-$7.14 
NU Nu Holdings Ltd.
-1.98%
-$252 
MAR Marriott International Inc. - Class A
-1.6%
-$1,111.68 
AIG American International Group Inc.
-1.49%
-$6,750.87 
ARM Arm Holdings plc American Depositary Receipt
-1.43%
-$143.85 
CVX Chevron Corporation
-1.41%
-$1,014.6 
AMD Advanced Micro Devices, Inc.
-1.21%
-$9,868.66 
GE General Electric Company
-1.19%
-$1,971.27 
KDP Keurig Dr Pepper Inc.
-1.19%
-$5,738.4 
XOM Exxon Mobil Corporation
-1.16%
-$1,319.41 
XLE Energy Select Sector SPDR Fund
-1.14%
-$4,092 
COF Capital One Financial Corporation
-1.02%
-$5,432.02 
NBIS Nebius Group N.V.
-1.01%
-$764 
AN AutoNation Inc.
-0.99%
-$210 
GOOGL Alphabet Inc
-0.96%
-$74,941.12 
GOOG Alphabet Inc
-0.88%
-$40,313.7 
MLI Mueller Industries Inc.
-0.88%
-$375.76 
MRSH Marsh & McLennan Companies, Inc.
-0.85%
-$4,272.2 
APH Amphenol Corporation
-0.84%
-$1,199.78 
PG Procter & Gamble Co
-0.8%
-$42.48 
PSX Phillips 66
-0.78%
-$152.95 
OXY-WT Occidental Petroleum Corporation
-0.67%
-$65.09 
MCD McDonald's Corporation
-0.64%
-$902.46 
HDB HDFC Bank Limited ADR
-0.59%
-$280 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$699.3 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$26,633.18 
LLY Eli Lilly and Company
-0.52%
-$311.5 
KKR KKR & Co. Inc.
-0.52%
-$208.98 
AXP American Express Company
-0.49%
-$1,071.47 
MU Micron Technology, Inc.
-0.44%
-$584.99 
ONB Old National Bancorp
-0.41%
-$58.52 
WFC Wells Fargo & Company
-0.39%
-$2,057 
MPC Marathon Petroleum Corporation
-0.35%
-$2,220.73 
CME CME Group Inc.
-0.25%
-$93.06 
WTFC Wintrust Financial Corporation
-0.24%
-$1,610.06 
SO The Southern Company
-0.23%
-$139.65 
WMT Walmart Inc.
-0.2%
-$346.5 
RY Royal Bank of Canada
-0.17%
-$30.71 
COST Costco Wholesale Corporation
-0.14%
-$1,344.64 
ABT Abbott Laboratories
-0.14%
-$234.3 
BDX Becton, Dickinson and Company
-0.12%
-$247.6 
CMPS Compass Pathways plc Depositary Receipt
-0.07%
-$0.5 
SYY Sysco Corporation
-0.07%
-$348.6 
SCHW Charles Schwab Corporation
-0.06%
-$417.6 
LIN Linde plc
-0.03%
-$29.77 Events
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Dividends
Dividend Analysis
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| Trades 2136 | Longs Won 1281/2136 59% | Profit Factor 0.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $814,484.81 |
| Average Win $47,521.07 | Best Trade (Sep 14) $2.7M | Sharpe Ratio -178.43 |
| Average Loss -$74,807.27 | Worst Trade (Dec 31) -$27.4M | Z-Score 4.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy -$1,444.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 329.85% | 230.3% | 186.65% | 160.79% | 143.23% | 130.31% | 120.31% | 112.26% | 105.61% |
| Consecutive Losing Trades | 1,541 | 1,387 | 1,233 | 1,079 | 924 | 770 | 616 | 462 | 308 | 154 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 912 | $122,875.58 | $133,124.64 | - | $10,249.06 | 8.34% | +3.276% |
| AAPL Apple Inc. | 28,603 | $5.41M | $8.96M | - | $3.55M | 65.7% | +0.294% |
| ABBV AbbVie Inc. | 827 | $115,802.84 | $203,475.07 | - | $87,672.23 | 75.71% | +0.89% |
| ABNB Airbnb, Inc. | 3,694 | $468,085.94 | $657,790.61 | - | $189,704.67 | 40.53% | +17.429% |
| ABT Abbott Laboratories | 1,562 | $163,263.17 | $168,399.22 | - | $5,136.05 | 3.15% | -0.139% |
| ACN Accenture plc Class A | 1,825 | $227,103 | $320,689 | - | $93,586 | 41.21% | +2.694% |
| AER AerCap Holdings N.V. | 1,715 | $250,012.7 | $260,199.8 | - | $10,187.1 | 4.07% | -2.267% |
| AIG American International Group Inc. | 5,673 | $361,235.59 | $446,918.94 | - | $85,683.35 | 23.72% | -1.488% |
| ALAI Alger AI Enablers & Adopters ETF | 10,815 | $493,596.6 | $485,377.2 | - | -$8,219.4 | -1.67% | +1.309% |
| AMAT Applied Materials, Inc. | 168 | $121,464 | $90,575.52 | - | -$30,888.48 | -25.43% | +2.211% |
| AMD Advanced Micro Devices, Inc. | 1,667 | $262,332.45 | $805,761.1 | - | $543,428.65 | 207.15% | -1.21% |
| AMGN Amgen Inc. | 380 | $122,439.8 | $156,159.1 | - | $33,719.3 | 27.54% | +1.505% |
| AMZN Amazon.com Inc | 29,650 | $4.62M | $8.14M | - | $3.52M | 76.33% | +0.815% |
| AN AutoNation Inc. | 100 | $11,685 | $20,923 | - | $9,238 | 79.06% | -0.994% |
| APH Amphenol Corporation | 3,356 | $116,402.67 | $141,942.01 | - | $25,539.34 | 21.94% | -0.838% |
| ARCC Ares Capital Corporation | 11,261 | $214,223.81 | $225,332.61 | - | $11,108.8 | 5.19% | +1.988% |
| ARKG ARK Genomic Revolution ETF | 10 | $328.1 | $430.4 | - | $102.3 | 31.18% | +6.141% |
| ARM Arm Holdings plc American Depositary Receipt | 35 | $12,409.95 | $9,889.95 | - | -$2,520 | -20.31% | -1.434% |
| ASML ASML Holding N.V. New York Registry Shares | 310 | $354,186.07 | $539,706.9 | - | $185,520.83 | 52.38% | +2.149% |
| AVDV Avantis International Small Cap Value ETF | 1,650 | $164,769 | $180,889.5 | - | $16,120.5 | 9.78% | +1.34% |
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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 - $2.54M, Alphabet Inc - $1.03M, NVIDIA Corporation - $838,590.39, 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 - $54.54M, ISHARES S&P 500 GROWTH ETF (3IS8) - $169,111.89, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $116,448, 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 $6.63M earned over time. The largest contributors to dividend income include Nike, Inc. - Class B - $2.76M, Vanguard High Dividend Yield ETF - $716,092.89, Vanguard Dividend Appreciation ETF - $570,256.86, Apple Inc - $247,544.88, and Microsoft Corp - $180,101.22. 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.
