Sarah Kopesky Portfolio

Invests via Breakthru Advisory Services LLC | Managed by Sarah Kopesky, Thomas L. Deppe Jr.

Invests via Breakthru Advisory Services LLC

Managed by Sarah Kopesky, Thomas L. Deppe Jr.

Automatically Tracked

Tracking: 0 Updated: Yesterday at 03:00 PM

Experienced healthcare and consumer digital operator turned growth investor, focused on early-stage software and services that improve care coordination and patient engagement. Sarah Kopesky leverages operating roles scaling product and commercial teams, board advisory experience, and investor diligence to back founder-led companies. Known for strategic go-to-market and metrics-driven scaling.

Investment Philosophy & Strategy

Prioritizes early-stage healthcare and consumer digital software that improves care coordination and patient engagement, backing founder-led teams with hands-on operational support. Investment thesis favors product-led growth, repeatable go-to-market motion, and metric-driven KPIs at seed to Series A. Capital allocation blends active follow-on reserves with disciplined milestones, emphasizing unit economics, customer retention, and pragmatic scaling roadmaps to de-risk commercialization.

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:

8.7%

Gain

Monthly

0.45%

Yearly

5.56%

Drawdown

11.78%

$70.79M

Equity

Holdings

$70.79M

Investment

$63.45M

$16.89M

Profit -$571,838.59

Realized

$9.55M

Unrealized

$7.33M

Dividends

$2.51M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$571,838.59

Win %

69%

This Week

Compared To Last Week

Gain

-1.72%

Profit

-$1.24M

Win %

69%

This Month

Compared to last month

Gain

-1.21%

Profit

-$868,917.94

Win %

69%

This Year

Compared to last year

Gain

13.5%

Profit

$8.42M

Win %

64%

Gainers
Losers

MRK Merck & Co., Inc.

+3.02%

+$6,600.6

JNJ Johnson & Johnson

+1.83%

+$4,775.64

FANG Diamondback Energy Inc

+1.81%

+$3,953.7

ABBV AbbVie Inc.

+1.57%

+$5,294.73

XOM Exxon Mobil Corporation

+1.32%

+$6,181.79

LLY Eli Lilly and Company

+1.17%

+$9,275.24

TRGP Targa Resources Corp.

+1.06%

+$2,883.04

WMT Walmart Inc.

+1.04%

+$5,309.54

BRK-B Berkshire Hathaway Inc.

+1.04%

+$7,241.62

UNP Union Pacific Corporation

+0.97%

+$2,446.28

XAR SPDR S&P Aerospace & Defense ETF

+0.95%

+$9,476.3

UNH UnitedHealth Group Incorporated

+0.79%

+$2,747.25

JPM JPMorgan Chase & Co.

+0.78%

+$6,816.54

ORCL Oracle Corporation

+0.72%

+$1,757.75

BAC Bank of America Corporation

+0.63%

+$3,260.79

VYM Vanguard High Dividend Yield ETF

+0.29%

+$2,360.8

ETN Eaton Corporation plc

+0.28%

+$661.05

HD The Home Depot, Inc.

+0.22%

+$825.24

SCHZ Schwab U.S. Aggregate Bond ETF

+0.18%

+$802.91

MU Micron Technology, Inc.

+0.17%

+$1,156.87

JMTG JPMorgan Mortgage-Backed Securities ETF

+0.14%

+$6,385.4

ESN Essential 40 Stock ETF

+0.1%

+$2,816.04

SCYB Schwab High Yield Bond ETF

+0.04%

+$99.93

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$492.75

COST Costco Wholesale Corporation

+0.02%

+$81.5

NFLX Netflix, Inc.

-7.78%

-$22,746.62

META Meta Platforms Inc Class A

-5.7%

-$57,804.94

KLAC KLA Corporation

-4.33%

-$25,717.9

STCE Schwab Crypto Thematic ETF

-3.07%

-$13,867.05

ACN Accenture plc Class A

-3.03%

-$4,599.85

LRCX Lam Research Corporation

-2.96%

-$16,527.56

TXN Texas Instruments Inc

-2.93%

-$8,886.81

AMD Advanced Micro Devices, Inc.

-2.93%

-$18,188.2

TSLA Tesla, Inc.

-2.78%

-$17,416.58

GOOGL Alphabet Inc

-2.54%

-$43,458.18

GOOG Alphabet Inc

-2.48%

-$39,106.75

MSFT Microsoft Corp.

-2.36%

-$52,613.6

NVDA NVIDIA Corporation

-2.08%

-$76,614.56

V Visa Inc. Class A

-1.83%

-$12,112.72

QQQ Invesco QQQ Trust, Series 1

-1.63%

-$33,471.59

MA Mastercard Incorporated

-1.57%

-$6,347.78

QTUM Defiance Quantum ETF

-1.56%

-$4,263.76

COF Capital One Financial Corporation

-1.55%

-$3,726.08

SPYG SPDR Portfolio S&P 500 Growth ETF

-1.49%

-$9,495.2

AVGO Broadcom Inc.

-1.47%

-$21,724.96

APH Amphenol Corporation

-0.81%

-$2,178.68

MS Morgan Stanley

-0.8%

-$3,956.75

IVV iShares Core S&P 500 ETF

-0.79%

-$23,238.28

SPY SPDR S&P 500 ETF Trust

-0.77%

-$78,679.28

EFA iShares MSCI EAFE ETF

-0.73%

-$27,557.6

MDYG SPDR S&P 400 Mid Cap Growth ETF

-0.48%

-$1,224.6

AMZN Amazon.com Inc

-0.44%

-$6,350.34

NUKZ Range Nuclear Renaissance ETF

-0.39%

-$3,920.98

BUFR FT Vestladder Buffer ETF-USD I

-0.38%

-$8,657.32

IWM iShares Russell 2000 ETF

-0.35%

-$16,423.94

MDYV SPDR S&P 400 Mid Cap Value ETF

-0.2%

-$495.3

AAPL Apple Inc.

-0.06%

-$2,243.14

CAT Caterpillar Inc.

-0.05%

-$233.59

MCD McDonald's Corporation

-0.01%

-$30.48

Events

Dividends

Dividend Analysis

No Data

Trades 235	Longs Won 111/235 47%	Profit Factor 6.57
Profitability	Shorts Won 0/0 0%	Standard Deviation $313,190.11
Average Win $179,425.73	Best Trade (Mar 31) $3.19M	Sharpe Ratio -9.83
Average Loss -$24,435.48	Worst Trade (Jul 10) -$721,520.16	Z-Score -0.35 (27.09%)
Commissions $0	Avg. Trade Length 6m 3d	Expectancy $71,856.41

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	2,899	2,609	2,319	2,029	1,739	1,449	1,159	870	580	290

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (59)
Options (0)

Option values are updated at end of day.

No Data

Trades (140)
Options (0)

No Data

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Sarah Kopesky Portfolio

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