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:
34.05%
Gain +0.55%
Monthly
0.66%
Yearly
8.23%
Drawdown
16.48%
$334.18M
Equity
Holdings
$334.18M
Investment
$237.23M
$176.63M
Profit +$1.62M
Realized
$79.68M
Unrealized
$96.95M
Dividends
$20.3M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.62M
Win %
72%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.32M
Win %
72%
This Month
Compared to last month
Gain
0.99%
Profit
$3.26M
Win %
72%
This Year
Compared to last year
Gain
2.69%
Profit
$8.74M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$90,849.41 
TLRY Tilray Brands, Inc.
+8.1%
+$5,095.92 
ETN Eaton Corporation plc
+7.32%
+$617,809.13 
GOOG Alphabet Inc
+6.88%
+$94,797.19 
GOOGL Alphabet Inc
+6.73%
+$1.55M 
ANET Arista Networks, Inc.
+5.46%
+$133,997.55 
ZM Zoom Video Communications, Inc.
+4.06%
+$46,665 
META Meta Platforms Inc Class A
+3.28%
+$8,733.92 
BMI Badger Meter Inc.
+3.04%
+$96,351 
MSFT Microsoft Corp.
+3.02%
+$570,555 
NVDA NVIDIA Corporation
+2.93%
+$142,904.35 
MSEX Middlesex Water Company
+2.67%
+$41,670.83 
CSCO Cisco Systems, Inc.
+2.14%
+$17,765.73 
GWW W.W. Grainger, Inc.
+1.97%
+$18,336.77 
PANW Palo Alto Networks, Inc.
+1.89%
+$69,488.85 
CRM Salesforce Inc
+1.83%
+$32,950.99 
GE General Electric Company
+1.42%
+$3,053.21 
KLAC KLA Corporation
+1.38%
+$23,244.24 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$512,221.63 
AMAT Applied Materials, Inc.
+1.18%
+$4,908.82 
ITW Illinois Tool Works Inc.
+1.15%
+$4,709.25 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,427.08 
TDY Teledyne Technologies Incorporated
+0.98%
+$5,380.4 
ADP Automatic Data Processing Inc.
+0.98%
+$90,649.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,750.72 
OEF iShares S&P 100 ETF
+0.95%
+$4,131.23 
UNP Union Pacific Corporation
+0.92%
+$4,405.52 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$47,094.1 
IBM International Business Machines Corporation
+0.86%
+$1,380.92 
MCD McDonald's Corporation
+0.82%
+$2,472.81 
TSLA Tesla, Inc.
+0.76%
+$1,661.43 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,338.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,852.99 
VOO Vanguard S&P 500 ETF
+0.71%
+$49,669.61 
CAT Caterpillar Inc.
+0.7%
+$2,143.26 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,278.4 
WINA Winmark Corporation
+0.65%
+$8,845.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,934.18 
STX Seagate Technology Holdings plc
+0.52%
+$2,856.91 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,252.08 
AVGO Broadcom Inc.
+0.37%
+$10,267.2 
PG Procter & Gamble Co
+0.37%
+$2,044.21 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,102.16 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$5,095.16 
JPM JPMorgan Chase & Co.
+0.27%
+$1,378.98 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$22,539.86 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$759.62 
INTU Intuit Inc.
+0.18%
+$6,522.59 
T AT&T Inc.
+0.17%
+$515.84 
XYL Xylem Inc.
+0.13%
+$8,928.9 
WMT Walmart Inc.
+0.09%
+$200.4 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$3,213.47 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$234,635.78 
AAPL Apple Inc.
-7.35%
-$1.59M 
SYK Stryker Corporation
-6.42%
-$750,199.51 
LIN Linde plc
-5.95%
-$705,814.73 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$129,565.74 
ABBV AbbVie Inc.
-2.51%
-$6,787.03 
DLR Digital Realty Trust, Inc.
-2.42%
-$92,517.37 
AFRM Affirm Holdings, Inc.
-2.37%
-$17,400 
AMD Advanced Micro Devices, Inc.
-1.9%
-$121,709.54 
LRCX Lam Research Corporation
-1.58%
-$2,885.81 
IEX IDEX Corporation
-1.42%
-$3,937.52 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,378.63 
TJX The TJX Companies, Inc.
-1.21%
-$156,258.39 
NDAQ Nasdaq, Inc.
-1.02%
-$41,749.77 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$23,414.4 
ACES ALPS Clean Energy ETF
-0.85%
-$1,670.5 
CWT California Water Service Group
-0.77%
-$18,795.27 
BLK BlackRock, Inc.
-0.73%
-$2,058.84 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$5,018.65 
EBC Eastern Bankshares, Inc.
-0.65%
-$5,164.5 
DHR Danaher Corporation
-0.61%
-$5,948.81 
VLTO Veralto Corporation
-0.57%
-$28,443.96 
LLY Eli Lilly and Company
-0.53%
-$1,072.75 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$8,139.32 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,962.95 
PEP PepsiCo, Inc.
-0.46%
-$2,348.8 
HD The Home Depot, Inc.
-0.42%
-$34,001.28 
MELI MercadoLibre, Inc.
-0.41%
-$14,953.22 
VGT Vanguard Information Technology ETF
-0.38%
-$808.4 
COST Costco Wholesale Corporation
-0.24%
-$31,972.02 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$16,832.11 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$628.5 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$786.13 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$29,293.08 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$378.45 
TIP iShares TIPS Bond ETF
-0.1%
-$220 Events
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Dividends
Dividend Analysis
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| Trades 1198 | Longs Won 754/1198 62% | Profit Factor 3.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.83M |
| Average Win $322,676.05 | Best Trade (Jun 30) $58.09M | Sharpe Ratio -11.04 |
| Average Loss -$149,920.47 | Worst Trade (Jun 30) -$7.31M | Z-Score -3.25 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 4d | Expectancy $147,437.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% | 4.48% |
| Consecutive Losing Trades | 2,227 | 2,004 | 1,782 | 1,559 | 1,336 | 1,114 | 891 | 668 | 445 | 223 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,819 | $8.89M | $20.02M | - | $11.14M | 125.3% | -7.354% |
| ABBV AbbVie Inc. | 1,049 | $242,885.72 | $263,236.06 | - | $20,350.34 | 8.38% | -2.513% |
| ACES ALPS Clean Energy ETF | 6,425 | $227,638 | $195,898.25 | - | -$31,739.75 | -13.94% | -0.846% |
| ADP Automatic Data Processing Inc. | 35,000 | $7.13M | $9.33M | - | $2.2M | 30.8% | +0.982% |
| AFRM Affirm Holdings, Inc. | 10,000 | $815,500 | $715,100 | - | -$100,400 | -12.31% | -2.375% |
| AMAT Applied Materials, Inc. | 832 | $601,536 | $422,381.45 | - | -$179,154.55 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 13,172 | $2.75M | $6.27M | - | $3.52M | 127.92% | -1.904% |
| AMZN Amazon.com Inc | 2,518 | $429,954.32 | $683,838.41 | - | $253,884.09 | 59.05% | +15.321% |
| ANET Arista Networks, Inc. | 14,362 | $1.35M | $2.59M | - | $1.24M | 92.3% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 106 | $210,881 | $172,674 | - | -$38,207 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 7,130 | $2.65M | $2.78M | - | $122,482.9 | 4.62% | +0.371% |
| BLK BlackRock, Inc. | 258 | $248,082 | $281,320.62 | - | $33,238.62 | 13.4% | -0.727% |
| BMI Badger Meter Inc. | 24,331 | $2.61M | $3.27M | - | $659,368.7 | 25.27% | +3.037% |
| BR Broadridge Financial Solutions, Inc. | 9,926 | $2.37M | $1.53M | - | -$846,586.86 | -35.65% | -0.53% |
| BRK-A Berkshire Hathaway Inc. | 14 | $7M | $10.73M | - | $3.73M | 53.32% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 4,356 | $1.45M | $2.23M | - | $776,678.09 | 53.51% | +0.365% |
| CAT Caterpillar Inc. | 378 | $216,544.7 | $307,998.18 | - | $91,453.48 | 42.23% | +0.701% |
| 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 | $13.35M | - | $7.6M | 132.07% | -0.239% |
| CRM Salesforce Inc | 9,955 | $2.03M | $1.83M | - | -$199,444.12 | -9.82% | +1.832% |
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Option values are updated at end of day.
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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 - $7.65M, Novo Nordisk A/S Sponsored ADR - $7.3M, 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 $20.3M earned over time. The largest contributors to dividend income include Digital Realty Trust, Inc - $1.59M, Automatic Data Processing Inc - $1.55M, The Home Depot, Inc - $1.36M, Novo Nordisk A/S Sponsored ADR - $963,797.94, and The TJX Companies, Inc - $884,717.42. 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.
