SL
Sarah Ludden Portfolio
Invests via Clifford Group LLC | Managed by Gregory L. Clifford, Ryan Michael Carragher, John Connor (JC) Murtagh
Invests via Clifford Group LLC
Managed by Gregory L. Clifford, Ryan Michael Carragher, John Connor (JC) Murtagh
Automatically Tracked
Sarah Ludden Profile
With a career spanning over two decades in the technology and finance sectors, Sarah Ludden has established herself as a prominent operating executive. Her expertise lies in driving innovation and growth within fast-paced organizations, particularly in software development and fintech solutions. She is known for her leadership roles at various tech startups where she transformed operational frameworks to enhance scalability and market presence. In addition to her operational prowess, Ludden's strategic insights contribute significantly to navigating competitive landscapes. Her impact is evident through successfully spearheading initiatives that align product offerings with customer needs while also enhancing organizational agility.
With a career spanning over two decades in the technology and finance sectors, Sarah Ludden has established herself as a prominent operating executive. Her expertise lies in driving innovation and growth within fast-paced organizations, particularly in software development and fintech solutions. She is known for her leadership roles at various tech startups where she transformed operational frameworks to enhance scalability and market presence. In addition to her operational prowess, Ludden's strategic insights contribute significantly to navigating competitive landscapes. Her impact is evident through successfully spearheading initiatives that align product offerings with customer needs while also enhancing organizational agility.
Investment Philosophy & Strategy
Sarah Ludden's approach to investing is shaped by her extensive leadership experience in technology and finance. She exhibits a keen ability to identify emerging trends, leveraging her operational expertise to cultivate innovative business models. Her entrepreneurial mindset drives an emphasis on scalability and adaptability within ventures, fostering environments that thrive under competitive pressures. With a sharp focus on aligning product strategies with evolving customer demands, decisions are anchored in actionable insights derived from market dynamics. This strategic orientation not only supports growth but also positions her investments for long-term success.
Sarah Ludden's approach to investing is shaped by her extensive leadership experience in technology and finance. She exhibits a keen ability to identify emerging trends, leveraging her operational expertise to cultivate innovative business models. Her entrepreneurial mindset drives an emphasis on scalability and adaptability within ventures, fostering environments that thrive under competitive pressures. With a sharp focus on aligning product strategies with evolving customer demands, decisions are anchored in actionable insights derived from market dynamics. This strategic orientation not only supports growth but also positions her investments for long-term success.
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:
38.56%
Gain 0%
Monthly
0.96%
Yearly
12.16%
Drawdown
11.58%
$146.44M
Equity
Holdings
$146.44M
Investment
$95.6M
$59.16M
Profit -$473.31
Realized
$8.19M
Unrealized
$50.97M
Dividends
$6.26M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
-$473.31
Win %
75%
This Week
Compared To Last Week
Gain
0%
Profit
-$473.31
Win %
75%
This Month
Compared to last month
Gain
-2.32%
Profit
-$3.49M
Win %
75%
This Year
Compared to last year
Gain
3.08%
Profit
$5.52M
Win %
73%
KLAC KLA Corporation
+5.55%
+$20,064 
GS The Goldman Sachs Group, Inc.
+2.62%
+$18,733.01 
JPM JPMorgan Chase & Co.
+2.31%
+$38,723.88 
FIS Fidelity National Information Services, Inc.
+2.22%
+$4,517.75 
AXP American Express Company
+2.18%
+$8,103.7 
TSLA Tesla, Inc.
+1.82%
+$7,403.76 
HLI Houlihan Lokey Inc.
+1.67%
+$7,892.79 
UNP Union Pacific Corporation
+1.65%
+$10,493.08 
LIN Linde plc
+1.58%
+$7,772.28 
DE Deere & Company
+1.55%
+$5,003.44 
BLK BlackRock, Inc.
+1.52%
+$3,299.88 
ADI Analog Devices, Inc.
+1.37%
+$9,695.58 
NEE NextEra Energy, Inc.
+1.35%
+$8,117.85 
IFRA iShares U.S. Infrastructure
+1.29%
+$9,578.75 
TEL TE Connectivity plc
+1.27%
+$7,912.08 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$3,574.66 
LRCX Lam Research Corporation
+1.18%
+$4,603.17 
SHE SPDR MSCI USA Gender Diversity ETF
+1.07%
+$3,684.8 
JNJ Johnson & Johnson
+1.07%
+$2,489.2 
PLD Prologis Inc.
+1.05%
+$6,006.25 
V Visa Inc. Class A
+1.05%
+$6,289.22 
ORLY O'Reilly Automotive Inc.
+1.02%
+$2,166.6 
IWD iShares Russell 1000 Value ETF
+0.98%
+$18,651.95 
VNQ Vanguard Real Estate ETF
+0.92%
+$8,228.7 
PG Procter & Gamble Co
+0.86%
+$4,864.1 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$2,588.04 
PSX Phillips 66
+0.76%
+$5,024.7 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,243.24 
HD The Home Depot, Inc.
+0.73%
+$4,250.68 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,058.58 
VB Vanguard Small-Cap ETF
+0.7%
+$2,830.43 
COST Costco Wholesale Corporation
+0.68%
+$3,210.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$12,438.14 
MS Morgan Stanley
+0.65%
+$7,716.96 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$1,645.81 
VGT Vanguard Information Technology ETF
+0.58%
+$35,381.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,790.14 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,979.57 
VOO Vanguard S&P 500 ETF
+0.55%
+$250,034.38 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,552.11 
GOOGL Alphabet Inc
+0.53%
+$18,305.44 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$32,651.12 
GOOG Alphabet Inc
+0.45%
+$4,862.37 
WMT Walmart Inc.
+0.45%
+$3,585.6 
VXF Vanguard Extended Market ETF
+0.44%
+$24,757.95 
VT Vanguard Total World Stock ETF
+0.44%
+$1,219.24 
PEP PepsiCo, Inc.
+0.38%
+$1,553.58 
XOM Exxon Mobil Corporation
+0.28%
+$506.65 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$27,706.75 
ADP Automatic Data Processing Inc.
+0.2%
+$1,783.32 
NVDA NVIDIA Corporation
+0.16%
+$6,428.48 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$326.34 
MSFT Microsoft Corp.
+0.1%
+$2,508.4 
CB Chubb Limited
+0.06%
+$152.25 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$1,164.75 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.05%
+$3,599.68 
AON Aon plc
+0.04%
+$99.4 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$278.64 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$858.4 
ORCL Oracle Corporation
+0.02%
+$66.69 
ABC AmerisourceBergen Corporation
0%
$0 
NSP Insperity Inc.
-2.87%
-$8,509.32 
LLY Eli Lilly and Company
-2.41%
-$13,723.45 
ABT Abbott Laboratories
-1.64%
-$5,863.83 
AAPL Apple Inc.
-1.52%
-$49,068 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$2,787.12 
AMZN Amazon.com Inc
-1.23%
-$43,562.32 
NFLX Netflix, Inc.
-1.14%
-$2,322.21 
AJG Arthur J. Gallagher & Co.
-1%
-$4,417.79 
AVGO Broadcom Inc.
-0.91%
-$14,346.5 
CSCO Cisco Systems, Inc.
-0.6%
-$6,433.49 
ETN Eaton Corporation plc
-0.57%
-$2,542.5 
KVYO Klaviyo Inc.
-0.56%
-$2,779.12 
TT Trane Technologies plc
-0.41%
-$958.23 
MCK McKesson Corporation
-0.4%
-$1,048.76 
DHR Danaher Corporation
-0.38%
-$919.08 
CRM Salesforce Inc
-0.34%
-$602 
META Meta Platforms Inc Class A
-0.26%
-$3,768.55 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$853.82 
MUB iShares National Muni Bond ETF
-0.01%
-$283.91 Events
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Dividends
Dividend Analysis
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| Trades 833 | Longs Won 578/833 69% | Profit Factor 21.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,882.63 |
| Average Win $106,688.62 | Best Trade (Jun 14) $13.07M | Sharpe Ratio -11.91 |
| Average Loss -$11,205.22 | Worst Trade (Jun 14) -$457,687.6 | Z-Score 8.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 6d | Expectancy $71,017.02 |
| 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% | 0.02% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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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