M. Katherine Pieper Portfolio
Invests via Unionview LLC | Managed by Composition Wealth LLC
Invests via Unionview LLC
Managed by Composition Wealth LLC
Automatically Tracked
M. Katherine Pieper Profile
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
With a rich background in finance and investment management, M. Katherine Pieper has built a distinguished career focused on corporate growth and strategic partnerships. Her expertise spans several sectors, including technology and healthcare, where she has played pivotal roles in driving value creation for both emerging enterprises and established companies. Leveraging her deep knowledge of market dynamics, she excels at navigating complex transactions that enhance stakeholder outcomes. Her strong leadership presence is recognized across the industry as she engages with board members to align organizational goals with market opportunities.
Investment Philosophy & Strategy
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
Opportunities in technology and healthcare drive M. Katherine Pieper's investment strategies, where she seeks to leverage her extensive experience to identify high-potential ventures. Known for cultivating strategic partnerships, she aligns with innovative companies that show promise for rapid growth and transformative market impact. Her approach is underscored by a commitment to enhancing operational efficiencies and value creation through collaborative efforts with management teams. Additionally, she focuses on fostering resilience within investments, ensuring that organizations can adapt successfully in ever-changing market conditions.
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:
79.11%
Gain +1%
Monthly
0.81%
Yearly
10.15%
Drawdown
21.68%
$173.47M
Equity
Holdings
$173.47M
Investment
$117.6M
$52.5M
Profit +$1.25M
Realized
-$3.37M
Unrealized
$55.87M
Dividends
$8.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$1.25M
Win %
92%
This Week
Compared To Last Week
Gain
1.24%
Profit
$2.13M
Win %
92%
This Month
Compared to last month
Gain
2.17%
Profit
$3.68M
Win %
92%
This Year
Compared to last year
Gain
13.05%
Profit
$20.03M
Win %
92%
AVGO Broadcom Inc.
+4.12%
+$24,787.08 
SAP SAP SE Sponsored ADR
+2.52%
+$4,827.89 
CSCO Cisco Systems, Inc.
+2.17%
+$13,553.4 
PG Procter & Gamble Co
+1.86%
+$20,394.56 
HD The Home Depot, Inc.
+1.78%
+$9,744.16 
ORCL Oracle Corporation
+1.72%
+$7,154.07 
LLY Eli Lilly and Company
+1.68%
+$39,969.45 
MRK Merck & Co., Inc.
+1.63%
+$10,362.6 
AMZN Amazon.com Inc
+1.56%
+$53,978.54 
MSFT Microsoft Corp.
+1.5%
+$207,732.82 
IYR iShares U.S. Real Estate ETF
+1.31%
+$15,111.88 
SO The Southern Company
+1.31%
+$2,761 
VNQ Vanguard Real Estate ETF
+1.3%
+$4,655.08 
KMB Kimberly-Clark Corporation
+1.29%
+$2,583 
FBIN Fortune Brands Innovations Inc.
+1.24%
+$1,587.84 
NFLX Netflix, Inc.
+1.22%
+$2,845.4 
SBUX Starbucks Corporation
+1.19%
+$14,459.2 
NVDA NVIDIA Corporation
+1.15%
+$19,502.72 
IWF iShares Russell 1000 Growth ETF
+1.11%
+$130,139.24 
EMLP First Trust North American Energy Infrastructure Fund
+1.1%
+$3,348.34 
IWP iShares Russell Mid-Cap Growth ETF
+1.1%
+$4,597.32 
RYT Invesco S&P 500 Equal Weight ETF
+1.06%
+$5,279.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.06%
+$4,130.25 
VO Vanguard Mid-Cap ETF
+1.04%
+$6,309.26 
VUG Vanguard Growth ETF
+0.96%
+$3,610.81 
FTEC Fidelity MSCI Information Technology Index ETF
+0.96%
+$4,277.2 
VYM Vanguard High Dividend Yield ETF
+0.95%
+$2,441.34 
SUSA iShares MSCI USA ESG Select ETF
+0.89%
+$9,643.23 
IYW iShares U.S. Technology ETF
+0.89%
+$4,414.08 
AWF AllianceBernstein Global High Income Fund Inc.
+0.87%
+$1,200.46 
MDY SPDR S&P MidCap 400 ETF Trust
+0.87%
+$78,970.89 
SPY SPDR S&P 500 ETF Trust
+0.87%
+$63,020.13 
IVV iShares Core S&P 500 ETF
+0.86%
+$20,961.84 
IJH iShares Core S&P Mid-Cap ETF
+0.85%
+$102,907.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.85%
+$10,826.93 
PAYX Paychex Inc.
+0.84%
+$1,445.64 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$2,580.89 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.83%
+$6,170.16 
VOO Vanguard S&P 500 ETF
+0.82%
+$2,226.94 
IWB iShares Russell 1000 ETF
+0.81%
+$2,452.15 
EFV iShares MSCI EAFE Value ETF
+0.79%
+$2,673.44 
IWR iShares Russell Mid-Cap ETF
+0.79%
+$3,331.64 
DVY iShares Select Dividend ETF
+0.72%
+$12,469.74 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.72%
+$3,466.91 
EMR Emerson Electric Co.
+0.71%
+$2,367.56 
IWD iShares Russell 1000 Value ETF
+0.71%
+$28,807.52 
BRK-B Berkshire Hathaway Inc.
+0.7%
+$6,073.9 
COST Costco Wholesale Corporation
+0.7%
+$13,065.76 
VGK Vanguard FTSE Europe ETF
+0.69%
+$3,624 
VTV Vanguard Value ETF
+0.68%
+$2,442.13 
JAVA JPMorgan Active Value ETF
+0.68%
+$73,943.65 
FVD First Trust Value Line Dividend Index Fund
+0.68%
+$57,482.24 
KO The Coca-Cola Company
+0.68%
+$2,871.18 
IYM iShares U.S. Basic Materials ETF
+0.67%
+$5,153.28 
SDY SPDR S&P Dividend ETF
+0.66%
+$3,445.44 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.62%
+$2,729.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.6%
+$2,307.2 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$2,313.38 
VB Vanguard Small-Cap ETF
+0.56%
+$2,975.7 
EFA iShares MSCI EAFE ETF
+0.56%
+$18,338.44 
TSLA Tesla, Inc.
+0.54%
+$1,859.34 
GOOGL Alphabet Inc
+0.53%
+$9,798.88 
IQLT iShares MSCI International Quality Factor ETF
+0.48%
+$18,673.2 
EZM WisdomTree U.S. MidCap Fund
+0.47%
+$2,167.64 
BAC Bank of America Corporation
+0.46%
+$6,121.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.44%
+$2,564.32 
V Visa Inc. Class A
+0.43%
+$3,617.62 
IJR iShares Core S&P Small-Cap ETF
+0.43%
+$23,737.04 
CVX Chevron Corporation
+0.43%
+$1,912.61 
IJS iShares S&P Small-Cap 600 Value ETF
+0.42%
+$8,286.15 
XOM Exxon Mobil Corporation
+0.42%
+$4,397.37 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.41%
+$1,075.06 
AMGN Amgen Inc.
+0.39%
+$1,372.17 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.33%
+$3,838.52 
JNJ Johnson & Johnson
+0.3%
+$2,299.01 
VEU Vanguard FTSE All-World ex-US ETF
+0.3%
+$1,605.5 
GOOG Alphabet Inc
+0.27%
+$4,996.87 
MSI Motorola Solutions, Inc.
+0.22%
+$444.57 
AAPL Apple Inc.
+0.11%
+$11,487.48 
VWO Vanguard FTSE Emerging Markets ETF
+0.1%
+$1,260.36 
META Meta Platforms Inc Class A
+0.09%
+$762.28 
IWM iShares Russell 2000 ETF
+0.03%
+$1,786.96 
FV First Trust Dorsey Wright Focus 5 ETF
+0.01%
+$937.17 
JPM JPMorgan Chase & Co.
0%
+$32.24 
INTC Intel Corporation
-1.7%
-$26,720.1 
UNH UnitedHealth Group Incorporated
-0.66%
-$2,584.61 
BA Boeing Company
-0.53%
-$2,518.43 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.43%
-$1,882.41 
CMCSA Comcast Corp
-0.39%
-$523.04 
ESGE iShares ESG Aware MSCI EM ETF
-0.34%
-$1,614.24 
EEM iShares MSCI Emerging Markets ETF
-0.27%
-$5,597.73 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 967 | Longs Won 666/967 68% | Profit Factor 9.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,574.44 |
| Average Win $87,805.96 | Best Trade (Oct 06) $5.19M | Sharpe Ratio -12.69 |
| Average Loss -$19,864.49 | Worst Trade (Dec 30) -$337,727.61 | Z-Score 15.53 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 6d | Expectancy $54,291.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,231 | $6.05M | $10.08M | - | $4.03M | 66.55% | +0.114% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 3,691 | $302,460.65 | $439,118.27 | - | $136,657.62 | 45.18% | -0.427% |
| AMGN Amgen Inc. | 874 | $200,085.68 | $353,576.7 | - | $153,491.02 | 76.71% | +0.39% |
| AMZN Amazon.com Inc | 13,770 | $2.3M | $3.52M | - | $1.22M | 52.81% | +1.559% |
| AVGO Broadcom Inc. | 1,658 | $185,082.54 | $625,828.68 | - | $440,746.14 | 238.13% | +4.124% |
| AWF AllianceBernstein Global High Income Fund Inc. | 14,551 | $171,478.07 | $139,143.94 | - | -$32,334.13 | -18.86% | +0.87% |
| BA Boeing Company | 2,457 | $486,417.78 | $470,994.61 | - | -$15,423.17 | -3.17% | -0.532% |
| BAC Bank of America Corporation | 24,487 | $1.08M | $1.33M | - | $251,444.38 | 23.35% | +0.463% |
| BRK-B Berkshire Hathaway Inc. | 1,728 | $517,285.8 | $877,435.18 | - | $360,149.38 | 69.62% | +0.697% |
| CMCSA Comcast Corp | 6,153.39 | $304,311.25 | $132,205.56 | - | -$172,105.69 | -56.56% | -0.394% |
| COST Costco Wholesale Corporation | 2,032 | $1.16M | $1.89M | - | $727,854.8 | 62.65% | +0.696% |
| CSCO Cisco Systems, Inc. | 5,532 | $328,548 | $637,673.64 | - | $309,125.64 | 94.09% | +2.172% |
| CVX Chevron Corporation | 2,149 | $261,481.88 | $445,616.64 | - | $184,134.76 | 70.42% | +0.431% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 937 | $340,638.1 | $483,313.97 | - | $142,675.87 | 41.88% | +0.723% |
| DSI iShares MSCI KLD 400 Social ETF | 2,073 | $209,103.79 | $312,411.46 | - | $103,307.67 | 49.4% | +0.833% |
| DVY iShares Select Dividend ETF | 11,234 | $1.37M | $1.73M | - | $363,041.81 | 26.51% | +0.725% |
| EEM iShares MSCI Emerging Markets ETF | 30,258 | $1.25M | $2.07M | - | $823,099.48 | 65.8% | -0.269% |
| EFA iShares MSCI EAFE ETF | 31,618 | $2.4M | $3.31M | - | $909,653.36 | 37.94% | +0.558% |
| EFV iShares MSCI EAFE Value ETF | 4,312 | $211,511.59 | $341,424.16 | - | $129,912.57 | 61.42% | +0.789% |
| EMLP First Trust North American Energy Infrastructure Fund | 7,279 | $215,826.42 | $307,173.8 | - | $91,347.38 | 42.32% | +1.102% |
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 M. Katherine Pieper?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Value Line Dividend Index Fund - $911,806.66, Microsoft Corp - $608,637.68, SPDR S&P MidCap 400 ETF Trust - $366,649.57, JPMorgan Active Value ETF - $313,215.05, and SPDR S&P 500 ETF Trust - $308,067.09. 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: Meta Platforms Inc Class A - $347,463.82, Pfizer Inc - $230,371.72, The Walt Disney Company - $177,176.59, Intel Corporation - $146,860.24, and Nike, Inc. - Class B - $124,704.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does M. Katherine Pieper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.39M earned over time. The largest contributors to dividend income include First Trust Value Line Dividend Index Fund - $1.06M, Microsoft Corp - $423,082.12, SPDR S&P MidCap 400 ETF Trust - $362,972.47, iShares MSCI EAFE ETF - $348,376.52, and JPMorgan Active Value ETF - $313,215.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are M. Katherine Pieper's monthly returns?
M. Katherine Pieper'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 M. Katherine Pieper's strategy be considered aggressive or moderate?
M. Katherine Pieper's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow M. Katherine Pieper's strategy?
M. Katherine Pieper's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
