KA
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:
30.16%
Gain 0%
Monthly
-0.11%
Yearly
-1.36%
Drawdown
39.81%
$108.68M
Equity
Holdings
$108.68M
Investment
$77.81M
-$8.38M
Profit +$5,514.34
Realized
-$43.4M
Unrealized
$35.02M
Dividends
$6.14M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$5,514.34
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$5,514.34
Win %
72%
This Month
Compared to last month
Gain
-2.74%
Profit
-$3.07M
Win %
72%
This Year
Compared to last year
Gain
0.31%
Profit
$913,708.88
Win %
72%
CMPS Compass Pathways plc Depositary Receipt
+5.87%
+$33.5 
CRWV CoreWeave, Inc.
+5.02%
+$962 
CHTR Charter Communications Inc
+4.8%
+$9,432.17 
AMD Advanced Micro Devices, Inc.
+4.73%
+$40,483.12 
QCOM QUALCOMM Incorporated
+4.32%
+$4,029.6 
PKX Posco Holdings Inc.
+3.55%
+$45.57 
LILAK Liberty Latin America Ltd.
+3.54%
+$12.94 
BHP BHP Group Ltd.
+3.21%
+$146.64 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$1,982.54 
CAVA Cava Group Inc.
+3.1%
+$2,252.28 
CRVS Corvus Pharmaceuticals Inc.
+2.85%
+$660 
CME CME Group Inc.
+2.8%
+$1,036.35 
SCHW Charles Schwab Corporation
+2.71%
+$12,995.99 
CG The Carlyle Group Inc.
+2.69%
+$3,418.8 
DFTX Definium Therapeutics, Inc.
+2.65%
+$213.12 
JPM JPMorgan Chase & Co.
+2.31%
+$6,666.07 
USB U.S. Bancorp
+2.27%
+$4,195.93 
IBKR Interactive Brokers Group Inc.
+2.23%
+$6,336 
WTFC Wintrust Financial Corporation
+2.19%
+$14,448.09 
AXP American Express Company
+2.18%
+$4,406.31 
MLM Martin Marietta Materials, Inc.
+2.08%
+$1,874.62 
MLI Mueller Industries Inc.
+1.92%
+$800.8 
FDS FactSet Research Systems Inc.
+1.91%
+$189.84 
BCTK Baron Technology ETF
+1.88%
+$52,043.85 
TSLA Tesla, Inc.
+1.82%
+$910 
ONB Old National Bancorp
+1.82%
+$239.4 
MNTN MNTN, Inc.
+1.76%
+$150 
RGTI Rigetti Computing Inc
+1.7%
+$70 
WFC Wells Fargo & Company
+1.61%
+$8,046.5 
BX Blackstone Inc.
+1.58%
+$2,355.03 
LIN Linde plc
+1.58%
+$2,569.08 
BAC Bank of America Corporation
+1.56%
+$862.58 
KDP Keurig Dr Pepper Inc.
+1.54%
+$7,651.2 
HDB HDFC Bank Limited ADR
+1.51%
+$768.24 
COF Capital One Financial Corporation
+1.48%
+$6,523.27 
KRE SPDR S&P Regional Banking ETF
+1.47%
+$1,959.94 
MAR Marriott International Inc. - Class A
+1.42%
+$288.15 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$1,596.42 
TXN Texas Instruments Inc
+1.35%
+$1,053.24 
ABBV AbbVie Inc.
+1.32%
+$2,447.92 
C Citigroup Inc.
+1.27%
+$5,339.82 
TROW T. Rowe Price Group, Inc.
+1.26%
+$34.25 
DHS WisdomTree U.S. High Dividend Fund
+1.19%
+$1,312.2 
GPT Intelligent Alpha Atlas ETF
+1.15%
+$189.5 
CBRE CBRE Group Inc.
+1.14%
+$4,605 
TYL Tyler Technologies Inc.
+1.14%
+$399.84 
AZO AutoZone Inc.
+1.12%
+$4,404.35 
ICE Intercontinental Exchange, Inc.
+1.11%
+$4,626.75 
ABNB Airbnb, Inc.
+1.08%
+$5,208.54 
JNJ Johnson & Johnson
+1.07%
+$190.5 
MPC Marathon Petroleum Corporation
+1.06%
+$6,620.28 
DELL Dell Technologies Inc.
+1.05%
+$288.4 
V Visa Inc. Class A
+1.05%
+$6,609.9 
HOOD Robinhood Markets, Inc.
+1.04%
+$480 
NNN NNN REIT, Inc.
+1.04%
+$242.4 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$27.6 
ORLY O'Reilly Automotive Inc.
+1.02%
+$1,208.88 
BMO Bank of Montreal
+1.02%
+$54.4 
OAKM Oakmark U.S. Large Cap ETF
+1%
+$44,903.44 
ARCC Ares Capital Corporation
+1%
+$2,139.59 
VRSK Verisk Analytics Inc.
+0.99%
+$2,370.6 
KKR KKR & Co. Inc.
+0.99%
+$363.78 
QRVO Qorvo Inc.
+0.95%
+$38.13 
VTV Vanguard Value ETF
+0.94%
+$2,126.57 
ABEV Ambev S.A.
+0.93%
+$30 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$64.09 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$1,551 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$861.71 
APH Amphenol Corporation
+0.88%
+$845.53 
IWM iShares Russell 2000 ETF
+0.87%
+$25.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,892.57 
MNST Monster Beverage Corporation
+0.87%
+$1,470.4 
PG Procter & Gamble Co
+0.86%
+$45.72 
NIXT Rational Deletions ETF
+0.85%
+$133.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$94,919.46 
GM General Motors Company
+0.8%
+$1,769.95 
UNL United States 12 Month Natural Gas Fund, L.P.
+0.79%
+$2 
SO The Southern Company
+0.78%
+$485.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$642.15 
PSX Phillips 66
+0.76%
+$128.25 
CVX Chevron Corporation
+0.75%
+$532 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,666 
SBUX Starbucks Corporation
+0.74%
+$760 
UNH UnitedHealth Group Incorporated
+0.73%
+$1,179.09 
HD The Home Depot, Inc.
+0.73%
+$238 
NICE Nice Ltd. Sponsored ADR
+0.71%
+$5.04 
MA Mastercard Incorporated
+0.71%
+$3,737.19 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$34,177.88 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$475.58 
COST Costco Wholesale Corporation
+0.68%
+$6,806.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$8,471.27 
TRU TransUnion
+0.65%
+$445.05 
PHO Invesco Water Resources ETF
+0.63%
+$42.42 
DUK Duke Energy Corporation
+0.63%
+$393.12 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,473.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$22.66 
AIG American International Group Inc.
+0.56%
+$2,382.66 
IVV iShares Core S&P 500 ETF
+0.55%
+$57.26 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,124.16 
GOOGL Alphabet Inc
+0.53%
+$41,238.81 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$67,046.25 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$623.71 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$222.46 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,400 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$1,010.01 
GOOG Alphabet Inc
+0.45%
+$20,476.8 
WMT Walmart Inc.
+0.45%
+$850.5 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,205.4 
VXF Vanguard Extended Market ETF
+0.44%
+$157.5 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$2,942.52 
BN Brookfield Corporation
+0.4%
+$105.48 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,700 
PEP PepsiCo, Inc.
+0.38%
+$16.2 
STWD Starwood Property Trust Inc.
+0.35%
+$128.34 
MYPS Playstudios Inc.
+0.34%
+$0.3 
SAP SAP SE Sponsored ADR
+0.33%
+$16.2 
AMGN Amgen Inc.
+0.32%
+$433.2 
SNY Sanofi American Depositary Receipt
+0.32%
+$7 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$673.1 
SCHF Schwab International Equity ETF
+0.29%
+$19.68 
XOM Exxon Mobil Corporation
+0.28%
+$300.52 
BP BP p.l.c. Sponsored ADR
+0.23%
+$5.6 
A Agilent Technologies Inc.
+0.22%
+$310.3 
IQV IQVIA Holdings Inc.
+0.22%
+$685.22 
QUBT Quantum Computing Inc.
+0.2%
+$8 
NVDA NVIDIA Corporation
+0.16%
+$10,700.8 
RY Royal Bank of Canada
+0.14%
+$8.91 
KO The Coca-Cola Company
+0.11%
+$67.41 
MSFT Microsoft Corp.
+0.1%
+$5,368.67 
IBB iShares Biotechnology ETF
+0.1%
+$0.51 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$28 
GLD SPDR Gold Shares
+0.06%
+$132 
PANW Palo Alto Networks, Inc.
+0.03%
+$199.8 
OC Owens Corning
+0.03%
+$62.1 
ORCL Oracle Corporation
+0.02%
+$9 
MCD McDonald's Corporation
+0.01%
+$20.21 
ANTM Anthem Inc
0%
$0 
IQ Iqiyi Inc.
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNOW
0%
$0 
UMAC
0%
$0 
WOPEY Woodside Petroleum Ltd.
0%
$0 
YNDX Yandex NV
0%
$0 
ADBE Adobe Inc.
-6.75%
-$1,108.5 
RDDT Reddit Inc Class A
-6.44%
-$4,463.99 
SE Sea Ltd.
-3.21%
-$121 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$89.9 
RACE Ferrari N.V.
-2.93%
-$3,266.55 
OXY-WT Occidental Petroleum Corporation
-2.79%
-$280.17 
DASH DoorDash, Inc.
-2.59%
-$3,821.53 
ICLR ICON plc
-2.5%
-$10,640.33 
LLY Eli Lilly and Company
-2.41%
-$1,397.5 
PLTR Palantir Technologies Inc.
-2.36%
-$17,761.33 
CASY Casey's General Stores Inc.
-2.31%
-$1,500.94 
NKE Nike, Inc. - Class B
-2.24%
-$939.36 
MTN Vail Resorts, Inc.
-2.22%
-$8,074.95 
SHOP Shopify Inc.
-2.02%
-$892 
QS QuantumScape Corp
-1.94%
-$28 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$8,443.53 
QBTS D-Wave Quantum Inc.
-1.89%
-$90 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.65%
-$1,788 
ABT Abbott Laboratories
-1.64%
-$2,296.14 
FWONA Liberty Media Corporation
-1.57%
-$458.5 
AAPL Apple Inc.
-1.52%
-$129,861 
LMT Lockheed Martin Corporation
-1.52%
-$918.5 
SOUN SoundHound AI Inc.
-1.43%
-$600 
MRK Merck & Co., Inc.
-1.42%
-$449.73 
AN AutoNation Inc.
-1.31%
-$254 
VEEV Veeva Systems Inc.
-1.24%
-$763.8 
AMZN Amazon.com Inc
-1.23%
-$88,879.62 
WAT Waters Corporation
-1.17%
-$660.97 
NFLX Netflix, Inc.
-1.14%
-$5,375.4 
UBER Uber Technologies, Inc.
-1.01%
-$840 
CPRT Copart Inc.
-1%
-$820.26 
AVGO Broadcom Inc.
-0.91%
-$7,994.01 
NOW ServiceNow, Inc.
-0.9%
-$1,149.48 
CRSP Crispr Therapeutics AG
-0.86%
-$1,419 
DJTWW Trump Media & Technology Group Corp.
-0.82%
-$2.4 
PDI Pimco Dynamic Income Fund
-0.79%
-$260 
BDX Becton, Dickinson and Company
-0.75%
-$1,308.69 
CRWS Crown Crafts Inc.
-0.71%
-$20 
XOVR ERShares Private-Public Crossover ETF
-0.7%
-$450.94 
MICC The Magnum Ice Cream Company N.V.
-0.61%
-$1.1 
SYY Sysco Corporation
-0.56%
-$2,614.5 
ARKG ARK Genomic Revolution ETF
-0.54%
-$1.8 
ISRG Intuitive Surgical, Inc.
-0.45%
-$294.4 
CRM Salesforce Inc
-0.34%
-$1,623.44 
DIS The Walt Disney Company
-0.3%
-$153.6 
META Meta Platforms Inc Class A
-0.26%
-$7,467.55 
IONQ IonQ, Inc.
-0.24%
-$232.12 
BIP Brookfield Infrastructure Partners L.P.
-0.23%
-$79.83 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$6.4 
BIPC Brookfield Infrastructure Partners L.P.
-0.12%
-$0.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$6.36 
TOL Toll Brothers Inc
-0.07%
-$134.2 
INTU Intuit Inc.
-0.07%
-$47.16 Events
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Dividends
Dividend Analysis
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| Trades 2059 | Longs Won 1187/2059 57% | Profit Factor 0.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $827,404.94 |
| Average Win $46,483.01 | Best Trade (Sep 30) $2.58M | Sharpe Ratio -8.94 |
| Average Loss -$72,880.39 | Worst Trade (Dec 31) -$27.4M | Z-Score -4.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy -$4,068.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,490 | 1,341 | 1,192 | 1,043 | 894 | 745 | 596 | 447 | 298 | 149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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