Nicholas Brown Portfolio
Invests via Granite Harbor Advisors Inc. | Managed by Nicholas M. Brown, Brian W. Sak, Derek J. Taylor
Invests via Granite Harbor Advisors Inc.
Managed by Nicholas M. Brown, Brian W. Sak, Derek J. Taylor
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Nicholas Brown Profile
Nicholas Brown has carved out a notable presence in the finance sector, leveraging his extensive operational background and strategic insight. With experience as an investment banker, he has successfully advised clients on high-stakes mergers and acquisitions across various industries. His leadership capabilities extend to guiding cross-functional teams in delivering value-added solutions that align with market demands. Notably engaged with several entrepreneurial initiatives, he fosters innovative approaches that enhance business growth trajectories. Known for building strong partnerships and networks within the corporate landscape, Brown remains dedicated to driving impactful financial strategies.
Nicholas Brown has carved out a notable presence in the finance sector, leveraging his extensive operational background and strategic insight. With experience as an investment banker, he has successfully advised clients on high-stakes mergers and acquisitions across various industries. His leadership capabilities extend to guiding cross-functional teams in delivering value-added solutions that align with market demands. Notably engaged with several entrepreneurial initiatives, he fosters innovative approaches that enhance business growth trajectories. Known for building strong partnerships and networks within the corporate landscape, Brown remains dedicated to driving impactful financial strategies.
Investment Philosophy & Strategy
With a keen focus on transformative investment opportunities, Nicholas Brown utilizes his substantial operational expertise to identify and nurture high-potential ventures. His approach prioritizes strategic growth through innovation and partnership cultivation, creating synergies that drive competitive advantages. By leveraging deep industry insights and fostering a collaborative atmosphere among teams, he navigates complex market landscapes effectively. Additionally, an entrepreneurial mindset enables him to seek out disruptive trends that can redefine sectors while ensuring robust returns for stakeholders.
With a keen focus on transformative investment opportunities, Nicholas Brown utilizes his substantial operational expertise to identify and nurture high-potential ventures. His approach prioritizes strategic growth through innovation and partnership cultivation, creating synergies that drive competitive advantages. By leveraging deep industry insights and fostering a collaborative atmosphere among teams, he navigates complex market landscapes effectively. Additionally, an entrepreneurial mindset enables him to seek out disruptive trends that can redefine sectors while ensuring robust returns for stakeholders.
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:
60.95%
Gain +0.15%
Monthly
1.44%
Yearly
18.72%
Drawdown
19.6%
$248.7M
Equity
Holdings
$248.7M
Investment
$176.82M
$80.37M
Profit +$193,912.94
Realized
$8.5M
Unrealized
$71.87M
Dividends
$10.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$193,912.94
Win %
68%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.86M
Win %
68%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.34M
Win %
68%
This Year
Compared to last year
Gain
8.56%
Profit
$19.61M
Win %
69%
INTC Intel Corporation
+6.87%
+$46,816.73 
SLV iShares Silver Trust
+4.56%
+$30,208.72 
TSLA Tesla, Inc.
+3.69%
+$11,958.35 
ORCL Oracle Corporation
+3.06%
+$9,197.09 
APH Amphenol Corporation
+2.85%
+$66,083.16 
CAT Caterpillar Inc.
+2.59%
+$13,572.53 
C Citigroup Inc.
+2.56%
+$5,977.93 
UNH UnitedHealth Group Incorporated
+2.22%
+$24,244.55 
MS Morgan Stanley
+2%
+$8,098.52 
HON Honeywell International Inc.
+1.72%
+$13,392.96 
AVGO Broadcom Inc.
+1.67%
+$29,484 
GS The Goldman Sachs Group, Inc.
+1.64%
+$6,975.92 
XOM Exxon Mobil Corporation
+1.54%
+$15,095.68 
QQQ Invesco QQQ Trust, Series 1
+1.52%
+$354,985.03 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.51%
+$3,735.59 
VWO Vanguard FTSE Emerging Markets ETF
+1.49%
+$57,653.11 
IWP iShares Russell Mid-Cap Growth ETF
+1.41%
+$8,112.6 
IWO iShares Russell 2000 Growth ETF
+1.25%
+$6,169.23 
EMR Emerson Electric Co.
+1.24%
+$11,275.68 
LLY Eli Lilly and Company
+1.23%
+$30,039.84 
ELV Elevance Health, Inc.
+1.22%
+$22,403.7 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$38,716.3 
EOG EOG Resources, Inc.
+1.16%
+$5,284.08 
EFA iShares MSCI EAFE ETF
+1.16%
+$19,204.22 
BP BP p.l.c. Sponsored ADR
+1.14%
+$2,587.68 
JPM JPMorgan Chase & Co.
+1.11%
+$24,063.75 
NVDA NVIDIA Corporation
+1.06%
+$115,811.9 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.04%
+$14,961.37 
BAC Bank of America Corporation
+0.99%
+$33,087 
CSCO Cisco Systems, Inc.
+0.97%
+$11,827.15 
RTX RTX Corporation
+0.91%
+$3,720.54 
XLG Invesco S&P 500 Top 50 ETF
+0.86%
+$2,008.24 
COP ConocoPhillips
+0.84%
+$2,080.65 
ABBV AbbVie Inc.
+0.83%
+$6,323.1 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.79%
+$1,794.65 
WFC Wells Fargo & Company
+0.78%
+$2,646.5 
MRK Merck & Co., Inc.
+0.7%
+$4,945.95 
AMGN Amgen Inc.
+0.64%
+$1,682.26 
IVV iShares Core S&P 500 ETF
+0.64%
+$70,243.15 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$5,431.47 
JNJ Johnson & Johnson
+0.6%
+$16,660.39 
VB Vanguard Small-Cap ETF
+0.54%
+$3,205.95 
SCHW Charles Schwab Corporation
+0.53%
+$1,198.45 
BLK BlackRock, Inc.
+0.52%
+$1,607.11 
VO Vanguard Mid-Cap ETF
+0.5%
+$2,436.19 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$26,091.3 
PFE Pfizer Inc.
+0.48%
+$2,325.6 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$51,528.76 
XLB Materials Select Sector SPDR Fund
+0.45%
+$5,739.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.39%
+$1,269.34 
XLE Energy Select Sector SPDR Fund
+0.36%
+$8,857.8 
AME Ametek Inc.
+0.32%
+$1,155.14 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.3%
+$18,433.01 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$1,386.55 
AAPL Apple Inc.
+0.23%
+$27,328.94 
DE Deere & Company
+0.21%
+$811.91 
CVX Chevron Corporation
+0.19%
+$1,310.72 
GE General Electric Company
+0.17%
+$698.92 
XLV Health Care Select Sector SPDR Fund
+0.16%
+$10,503.48 
BMY Bristol-Myers Squibb Company
+0.15%
+$330.3 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$1,751 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.08%
+$696.2 
META Meta Platforms Inc Class A
+0.07%
+$2,825.05 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$678.91 
XLF Financial Select Sector SPDR Fund
+0.04%
+$2,487.74 
IWD iShares Russell 1000 Value ETF
+0.02%
+$618.62 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
0%
+$67.14 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
DHR Danaher Corporation
-13.31%
-$30,577.62 
TMO Thermo Fisher Scientific Inc.
-1.76%
-$7,860.94 
STZ Constellation Brands, Inc.
-1.66%
-$3,735.87 
ADBE Adobe Inc.
-1.59%
-$4,278.31 
EW Edwards Lifesciences Corporation
-1.47%
-$5,623.66 
WMT Walmart Inc.
-1.3%
-$17,990.12 
CRM Salesforce Inc
-1.27%
-$2,727.99 
PG Procter & Gamble Co
-1.25%
-$9,311.16 
LOW Lowe's Companies Inc.
-1.17%
-$3,086.4 
MCD McDonald's Corporation
-1.12%
-$6,942.43 
HD The Home Depot, Inc.
-1.1%
-$15,781.96 
GOOGL Alphabet Inc
-1.09%
-$109,554.16 
GOOG Alphabet Inc
-1.06%
-$8,284.1 
V Visa Inc. Class A
-1.06%
-$13,190.25 
COST Costco Wholesale Corporation
-0.96%
-$5,994.97 
LMT Lockheed Martin Corporation
-0.95%
-$1,705.86 
XLP Consumer Staples Select Sector SPDR Fund
-0.95%
-$31,803.13 
MA Mastercard Incorporated
-0.93%
-$10,205.45 
NKE Nike, Inc. - Class B
-0.89%
-$1,947.71 
DUK Duke Energy Corporation
-0.88%
-$1,833.72 
AMZN Amazon.com Inc
-0.88%
-$58,036.26 
ACN Accenture plc Class A
-0.79%
-$1,333.8 
LIN Linde plc
-0.64%
-$3,158.38 
XLU Utilities Select Sector SPDR Fund
-0.6%
-$7,618.59 
HSY The Hershey Company
-0.59%
-$1,360.63 
UNP Union Pacific Corporation
-0.55%
-$1,958.58 
MSFT Microsoft Corp.
-0.54%
-$30,667.64 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$12,793.52 
AXP American Express Company
-0.47%
-$1,435.9 
NEE NextEra Energy, Inc.
-0.45%
-$5,663.11 
ABT Abbott Laboratories
-0.34%
-$827.75 
FSEC Fidelity Investment Grade Securitized ETF
-0.25%
-$1,655.83 
CB Chubb Limited
-0.24%
-$537.6 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.22%
-$541.03 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.18%
-$10,187.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$26,140.04 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$617.7 
PEP PepsiCo, Inc.
-0.15%
-$617.2 
VLO Valero Energy Corporation
-0.14%
-$513.74 
MUB iShares National Muni Bond ETF
-0.12%
-$8,587.67 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$288.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$982.77 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.11%
-$961.1 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$825.4 
VZ Verizon Communications Inc.
-0.09%
-$331.76 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.09%
-$1,905.33 
KO The Coca-Cola Company
-0.09%
-$581.14 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.08%
-$591.68 
IBTI iShares iBonds Dec 2028 Term ETF
-0.07%
-$618.96 
IBTH iShares iBonds Dec 2027 Term
-0.07%
-$612.83 
CMCSA Comcast Corp
-0.06%
-$117.73 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.06%
-$316.27 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.05%
-$96.78 
IWS iShares Russell Mid-Cap Value ETF
-0.04%
-$209.93 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.03%
-$323.58 
ITM VanEck Intermediate Muni ETF
-0.03%
-$1,008.32 
NFLX Netflix, Inc.
-0.02%
-$34.32 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.02%
-$318.23 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$190.01 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.01%
-$85.38 Events
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Dividends
Dividend Analysis
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| Trades 1166 | Longs Won 844/1166 72% | Profit Factor 19.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446,179.56 |
| Average Win $100,395.91 | Best Trade (Jul 22) $9.42M | Sharpe Ratio -10.68 |
| Average Loss -$13,551.17 | Worst Trade (Jul 19) -$461,442.24 | Z-Score 9.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $68,928.53 |
| 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% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Nicholas Brown?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $3.01M, Dimensional U.S. Small Cap ETF - $1.71M, iShares Core U.S. Aggregate Bond ETF - $1.42M, iShares National Muni Bond ETF - $791,530.5, and NVIDIA Corporation - $707,363.6. 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: D.R. Horton, Inc - $321,198.78, Constellation Brands, Inc - $73,726.7, Mondelez International, Inc - $12,013.18, and iShares Russell 1000 Growth ETF - $2,138.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.89M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.41M, iShares National Muni Bond ETF - $724,657.1, iShares Core S&P 500 ETF - $567,617.12, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $543,308.73, and Dimensional U.S. Small Cap ETF - $373,775.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas Brown's monthly returns?
Nicholas Brown's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nicholas Brown's strategy be considered aggressive or moderate?
Nicholas Brown's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nicholas Brown's strategy?
Nicholas Brown's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
