Marc Trottier Portfolio

Invests via Coerente Capital Management | Managed by Marc Trottier, Len Racioppo, Yolande Gooderham, Jean-Frand7ois Goyette, Andrew Volpe, Michael Duns, Jennifer Bent

Invests via Coerente Capital Management

Managed by Marc Trottier, Len Racioppo, Yolande Gooderham, Jean-Frand7ois Goyette, Andrew Volpe, Michael Duns, Jennifer Bent

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Marc Trottier Profile

Marc Trottier is an accomplished investor-operator with a proven track record in the technology sector. He has played pivotal roles in scaling several startups, driving innovation and operational excellence to achieve remarkable growth milestones. His expertise lies in identifying transformative opportunities within tech-focused ventures, allowing him to successfully navigate complex market landscapes. Trottier's background also includes significant experience working with venture capital firms, positioning him as a key influencer in startup financing circles. As an active participant in entrepreneurial ecosystems, he fosters strategic partnerships that enhance business expansion efforts while leveraging his network for mutual value creation.

Investment Philosophy & Strategy

Opportunity identification is central to driving impactful investments. Marc Trottier leverages his rich background in technology startups to unearth high-potential ventures poised for significant market disruption. His approach emphasizes fostering innovation through strategic collaboration, ensuring alignment between operational efficiency and growth trajectories. By closely analyzing industry trends, he navigates the intricate landscape of tech investment with a focus on scalable business models that resonate with evolving consumer demands. The goal is not only short-term returns but also long-lasting impact within entrepreneurial ecosystems.

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:

20.5%

Gain +0.39%

Monthly

0.38%

Yearly

4.61%

Drawdown

16.86%

$563.74M

Equity

Holdings

$563.74M

Investment

$453.29M

$135.44M

Profit +$2.48M

Realized

$24.99M

Unrealized

$110.45M

Dividends

$50.57M

Goals

Avg. 42.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

85%

Today

Compared To Yesterday

Gain

0.39%

Profit

$2.48M

Win %

66%

This Week

Compared To Last Week

Gain

0.44%

Profit

$2.48M

Win %

66%

This Month

Compared to last month

Gain

-0.89%

Profit

-$5.07M

Win %

66%

This Year

Compared to last year

Gain

-2.98%

Profit

-$14.83M

Win %

67%

Gainers
Losers

ORCL Oracle Corporation

+5.15%

+$41,756

EMR Emerson Electric Co.

+3.31%

+$37,603.44

IBKR Interactive Brokers Group Inc.

+3.08%

+$41,477.8

AMZN Amazon.com Inc

+2.99%

+$987,797.33

GOOGL Alphabet Inc

+2.61%

+$1.63M

GOOG Alphabet Inc

+2.45%

+$55,517.64

OTIS Otis Worldwide Corporation

+2.02%

+$325,917.02

MSFT Microsoft Corp.

+1.94%

+$866,241.07

AAPL Apple Inc.

+1.77%

+$9,778.2

ITW Illinois Tool Works Inc.

+1.67%

+$452,544.9

VOO Vanguard S&P 500 ETF

+1.57%

+$128,280

SPY SPDR S&P 500 ETF Trust

+1.56%

+$4,797.4

SHW The Sherwin-Williams Company

+1.5%

+$4,459.95

SAP SAP SE Sponsored ADR

+1.37%

+$309,791.25

BRK-B Berkshire Hathaway Inc.

+1%

+$13,558.3

V Visa Inc. Class A

+0.69%

+$198,395.52

STZ Constellation Brands, Inc.

+0.62%

+$100,937.8

PEP PepsiCo, Inc.

+0.59%

+$121,631.6

KMB Kimberly-Clark Corporation

+0.47%

+$1,035.94

PFE Pfizer Inc.

+0.44%

+$80,654.56

JPM JPMorgan Chase & Co.

+0.28%

+$37,200.22

PG Procter & Gamble Co

+0.23%

+$4,378.85

CL Colgate-Palmolive Company

+0.2%

+$46,585.8

MA Mastercard Incorporated

+0.2%

+$921.49

SBUX Starbucks Corporation

+0.1%

+$21,554.1

BSX Boston Scientific Corporation

+0.04%

+$85.3

ULTA Ulta Beauty Inc.

+0.03%

+$4,824.16

FISV Fiserv, Inc.

-7.07%

-$685,178

XOM Exxon Mobil Corporation

-4.31%

-$62,812.59

CVX Chevron Corporation

-3.7%

-$147,297.15

EOG EOG Resources, Inc.

-3.49%

-$708,731.81

MRK Merck & Co., Inc.

-2.92%

-$6,804.06

TFC Truist Financial Corporation

-2.56%

-$448,626.45

ABBV AbbVie Inc.

-2.29%

-$21,861

CVS CVS Health Corporation

-1.9%

-$117,562.06

IBM International Business Machines Corporation

-1.8%

-$8,601.23

JNJ Johnson & Johnson

-1.69%

-$640,565.09

IQV IQVIA Holdings Inc.

-1.08%

-$2,406.88

TJX The TJX Companies, Inc.

-1.06%

-$6,950.9

WMT Walmart Inc.

-0.7%

-$8,160.01

DEO Diageo plc Sponsored ADR

-0.44%

-$1,080

USB U.S. Bancorp

-0.38%

-$97,894.57

ADP Automatic Data Processing Inc.

-0.3%

-$83,127.18

COST Costco Wholesale Corporation

-0.29%

-$592.2

CB Chubb Limited

-0.24%

-$1,391.25

ABT Abbott Laboratories

-0.23%

-$46,372.64

BDX Becton, Dickinson and Company

-0.17%

-$1,033

Events

Dividends

Dividend Analysis

No Data

Trades 496	Longs Won 346/496 69%	Profit Factor 3.51
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.57M
Average Win $547,168.98	Best Trade (Jun 15) $46.24M	Sharpe Ratio -11.33
Average Loss -$359,204.49	Worst Trade (Jun 12) -$7.11M	Z-Score -0.3 (23.25%)
Commissions $0	Avg. Trade Length 2y 4m 3w	Expectancy $273,064.1

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%	0.74%
Consecutive Losing Trades	1,570	1,413	1,256	1,099	942	785	628	471	314	157