MG
Michelle Graham Portfolio
Invests via NORTHSTAR ASSET MANAGEMENT Inc. | Managed by Michelle Graham
Invests via NORTHSTAR ASSET MANAGEMENT Inc.
Managed by Michelle Graham
Automatically Tracked
Michelle Graham Profile
Michelle Graham has established herself as a dynamic leader in the technology sector, focusing on innovative solutions and product development. With extensive experience at several high-growth startups, she has been instrumental in driving strategic initiatives that enhance market reach and operational efficiency. Her leadership roles encompass not only the launch of transformative products but also collaboration with diverse teams to foster an agile company culture. Passionate about leveraging technology for impactful change, she remains actively involved in mentoring upcoming entrepreneurs, ensuring a vibrant future for the next generation of tech innovators.
Michelle Graham has established herself as a dynamic leader in the technology sector, focusing on innovative solutions and product development. With extensive experience at several high-growth startups, she has been instrumental in driving strategic initiatives that enhance market reach and operational efficiency. Her leadership roles encompass not only the launch of transformative products but also collaboration with diverse teams to foster an agile company culture. Passionate about leveraging technology for impactful change, she remains actively involved in mentoring upcoming entrepreneurs, ensuring a vibrant future for the next generation of tech innovators.
Investment Philosophy & Strategy
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:
37.08%
Gain +0.49%
Monthly
0.66%
Yearly
8.15%
Drawdown
16.48%
$336.06M
Equity
Holdings
$336.06M
Investment
$237.23M
$178.57M
Profit +$1.94M
Realized
$79.74M
Unrealized
$98.83M
Dividends
$21.02M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.94M
Win %
67%
This Week
Compared To Last Week
Gain
1.39%
Profit
$4.61M
Win %
67%
This Month
Compared to last month
Gain
1.69%
Profit
$5.58M
Win %
67%
This Year
Compared to last year
Gain
3.28%
Profit
$10.68M
Win %
63%
MICC The Magnum Ice Cream Company N.V.
+6.93%
+$46,553.05 
PANW Palo Alto Networks, Inc.
+3.96%
+$181,913.79 
AVGO Broadcom Inc.
+3.38%
+$87,413.73 
AMD Advanced Micro Devices, Inc.
+2.31%
+$192,442.92 
ANET Arista Networks, Inc.
+2.22%
+$66,065.34 
CAT Caterpillar Inc.
+2.11%
+$6,751.08 
ETN Eaton Corporation plc
+1.84%
+$173,710.86 
CSCO Cisco Systems, Inc.
+1.71%
+$14,110.23 
MSFT Microsoft Corp.
+1.7%
+$374,505.96 
DLR Digital Realty Trust, Inc.
+1.63%
+$58,046.23 
ACES ALPS Clean Energy ETF
+1.49%
+$2,666.37 
INTU Intuit Inc.
+1.41%
+$45,886.54 
TJX The TJX Companies, Inc.
+1.32%
+$144,458.37 
PG Procter & Gamble Co
+1.31%
+$7,366.87 
NDAQ Nasdaq, Inc.
+1.25%
+$49,497.15 
LIN Linde plc
+1.18%
+$132,952.5 
NVDA NVIDIA Corporation
+1.18%
+$70,326.12 
BLK BlackRock, Inc.
+1.15%
+$3,160.51 
HD The Home Depot, Inc.
+1.11%
+$76,563.17 
DDOG Datadog, Inc. Class A Common Stock
+1%
+$79,025.04 
AMZN Amazon.com Inc
+0.91%
+$5,741.07 
IBN ICICI Bank Limited Sponsored ADR
+0.86%
+$20,812.8 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$91,345.52 
VGT Vanguard Information Technology ETF
+0.79%
+$1,917.6 
XLK State Street Technology Select Sector SPDR ETF
+0.73%
+$2,431.4 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$4,535.21 
UL Unilever PLC Sponsored American Depositary Receipt
+0.7%
+$29,256.78 
WMT Walmart Inc.
+0.69%
+$1,462.92 
LLY Eli Lilly and Company
+0.69%
+$1,380.75 
PEP PepsiCo, Inc.
+0.68%
+$3,137.85 
MSEX Middlesex Water Company
+0.68%
+$10,068.12 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$14,679.72 
BMI Badger Meter Inc.
+0.66%
+$19,951.42 
OEF iShares S&P 100 ETF
+0.66%
+$3,032.75 
ADP Automatic Data Processing Inc.
+0.65%
+$59,500 
XYL Xylem Inc.
+0.64%
+$38,691.9 
CWT California Water Service Group
+0.61%
+$13,494.04 
ITW Illinois Tool Works Inc.
+0.6%
+$2,296.65 
IEX IDEX Corporation
+0.57%
+$1,589.25 
DSI iShares MSCI KLD 400 Social ETF
+0.53%
+$221,121.79 
IBM International Business Machines Corporation
+0.53%
+$845.91 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$1,405.34 
EFV iShares MSCI EAFE Value ETF
+0.52%
+$1,848.83 
VOO Vanguard S&P 500 ETF
+0.52%
+$37,507.3 
IVV iShares Core S&P 500 ETF
+0.51%
+$1,771.1 
ZM Zoom Video Communications, Inc.
+0.5%
+$5,786.46 
TSLA Tesla, Inc.
+0.49%
+$1,302.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.49%
+$1,844.45 
IWD iShares Russell 1000 Value ETF
+0.38%
+$1,082.88 
MDY SPDR S&P MidCap 400 ETF Trust
+0.34%
+$983.09 
COST Costco Wholesale Corporation
+0.32%
+$41,648.03 
MCD McDonald's Corporation
+0.28%
+$741.85 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$1,030.73 
AFRM Affirm Holdings, Inc.
+0.25%
+$1,900 
BR Broadridge Financial Solutions, Inc.
+0.2%
+$3,077.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.16%
+$702.63 
AAPL Apple Inc.
+0.15%
+$31,436.57 
TIP iShares TIPS Bond ETF
+0.08%
+$170 
VSGX Vanguard ESG International Stock ETF
+0.07%
+$14,646.54 
JPM JPMorgan Chase & Co.
+0.06%
+$278.73 
GOOGL Alphabet Inc
+0.03%
+$6,892.2 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-7.74%
-$44,099 
KLAC KLA Corporation
-3.72%
-$71,832.92 
LRCX Lam Research Corporation
-3.05%
-$6,468.48 
AMAT Applied Materials, Inc.
-1.85%
-$8,328.34 
SYK Stryker Corporation
-1.69%
-$161,534.68 
ABBV AbbVie Inc.
-1.62%
-$4,515.96 
DHR Danaher Corporation
-1.54%
-$16,996.65 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$27,451.88 
SFM Sprouts Farmers Market, Inc.
-1.3%
-$13,868.7 
IDXX IDEXX Laboratories, Inc.
-1.15%
-$72,358.16 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$1,889.98 
MELI MercadoLibre, Inc.
-0.82%
-$29,310.48 
GWW W.W. Grainger, Inc.
-0.71%
-$6,311.18 
GE General Electric Company
-0.5%
-$925.67 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.5%
-$1,316.82 
ESGE iShares ESG Aware MSCI EM ETF
-0.46%
-$25,551 
CRM Salesforce Inc
-0.45%
-$10,353.1 
UNP Union Pacific Corporation
-0.4%
-$1,831.5 
WINA Winmark Corporation
-0.34%
-$4,175.71 
VLTO Veralto Corporation
-0.34%
-$17,382.42 
GOF Guggenheim Strategic Opportunities Fund
-0.29%
-$475.12 
T AT&T Inc.
-0.27%
-$838.24 
META Meta Platforms Inc Class A
-0.23%
-$857.1 
TDY Teledyne Technologies Incorporated
-0.2%
-$1,035.67 
TLRY Tilray Brands, Inc.
-0.18%
-$103.42 
EBC Eastern Bankshares, Inc.
-0.17%
-$1,205.05 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$245.6 
GOOG Alphabet Inc
-0.06%
-$825.36 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1198 | Longs Won 736/1198 61% | Profit Factor 3.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.84M |
| Average Win $336,904.62 | Best Trade (Jun 30) $58.09M | Sharpe Ratio -11.04 |
| Average Loss -$150,103.72 | Worst Trade (Jun 30) -$7.31M | Z-Score -4.83 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1d | Expectancy $149,054.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% | 4.44% |
| Consecutive Losing Trades | 2,237 | 2,013 | 1,790 | 1,566 | 1,342 | 1,119 | 895 | 671 | 447 | 224 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,819 | $8.89M | $21.61M | - | $12.72M | 143.14% | +0.146% |
| ABBV AbbVie Inc. | 1,049 | $242,885.72 | $274,266.29 | - | $31,380.57 | 12.92% | -1.62% |
| ACES ALPS Clean Energy ETF | 6,425 | $227,638 | $181,474.12 | - | -$46,163.88 | -20.28% | +1.491% |
| ADP Automatic Data Processing Inc. | 35,000 | $7.13M | $9.17M | - | $2.04M | 28.59% | +0.653% |
| AFRM Affirm Holdings, Inc. | 10,000 | $815,500 | $749,400 | - | -$66,100 | -8.11% | +0.254% |
| AMAT Applied Materials, Inc. | 832 | $601,536 | $442,848.64 | - | -$158,687.36 | -26.38% | -1.846% |
| AMD Advanced Micro Devices, Inc. | 13,172 | $2.75M | $8.51M | - | $5.76M | 209.39% | +2.313% |
| AMZN Amazon.com Inc | 2,518 | $429,954.32 | $638,766.24 | - | $208,811.92 | 48.57% | +0.907% |
| ANET Arista Networks, Inc. | 14,362 | $1.35M | $3.04M | - | $1.69M | 125.52% | +2.223% |
| ASML ASML Holding N.V. New York Registry Shares | 106 | $210,881 | $195,255.18 | - | -$15,625.82 | -7.41% | -0.959% |
| AVGO Broadcom Inc. | 7,130 | $2.65M | $2.67M | - | $19,026.6 | 0.72% | +3.382% |
| BLK BlackRock, Inc. | 258 | $248,082 | $278,304.6 | - | $30,222.6 | 12.18% | +1.149% |
| BMI Badger Meter Inc. | 24,331 | $2.61M | $3.06M | - | $449,148.62 | 17.21% | +0.657% |
| BR Broadridge Financial Solutions, Inc. | 9,926 | $2.37M | $1.58M | - | -$792,589.42 | -33.38% | +0.195% |
| BRK-A Berkshire Hathaway Inc. | 14 | $7M | $10.68M | - | $3.68M | 52.58% | +0.863% |
| BRK-B Berkshire Hathaway Inc. | 4,356 | $1.45M | $2.21M | - | $759,646.13 | 52.33% | +0.668% |
| CAT Caterpillar Inc. | 378 | $216,544.7 | $327,348 | - | $110,803.3 | 51.17% | +2.106% |
| CDNMF EGR Exploration Ltd. | 71,406 | $906.38 | $7,140.6 | - | $6,234.22 | 687.82% | 0.0 |
| COST Costco Wholesale Corporation | 14,023 | $5.75M | $12.99M | - | $7.24M | 125.88% | +0.322% |
| CRM Salesforce Inc | 9,955 | $2.03M | $2.28M | - | $245,842.99 | 12.1% | -0.453% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Michelle Graham?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $61.74M, Costco Wholesale Corporation - $8.61M, Alphabet Inc - $7.67M, Novo Nordisk A/S Sponsored ADR - $7.33M, and Apple Inc - $6.03M. 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: PayPal Holdings Inc - $12.26M, Block, Inc - $7.68M, Zoom Video Communications, Inc - $4.28M, Stanley Black & Decker Inc - $3.82M, and Hannon Armstrong Sustainable Infrastructure Capital Inc - $3.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle Graham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.02M earned over time. The largest contributors to dividend income include Digital Realty Trust, Inc - $1.62M, Automatic Data Processing Inc - $1.61M, The Home Depot, Inc - $1.41M, Novo Nordisk A/S Sponsored ADR - $993,766.07, and The TJX Companies, Inc - $923,782.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle Graham's monthly returns?
Michelle Graham's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michelle Graham's strategy be considered aggressive or moderate?
Michelle Graham's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michelle Graham's strategy?
Michelle Graham'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.
2026 © Marketlog. All Rights Reserved.
