NB
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
Automatically Tracked
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:
25.45%
Gain +0.01%
Monthly
0.77%
Yearly
9.68%
Drawdown
14.07%
$250.22M
Equity
Holdings
$250.22M
Investment
$177.39M
$80.83M
Profit +$17,946.1
Realized
$7.44M
Unrealized
$73.39M
Dividends
$10.24M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$17,946.1
Win %
69%
This Week
Compared To Last Week
Gain
0.01%
Profit
$17,946.1
Win %
69%
This Month
Compared to last month
Gain
-1.26%
Profit
-$3.19M
Win %
69%
This Year
Compared to last year
Gain
1.67%
Profit
$4.64M
Win %
70%
INTC Intel Corporation
+6.51%
+$53,414.59 
STZ Constellation Brands, Inc.
+3.77%
+$9,022.84 
SCHW Charles Schwab Corporation
+2.71%
+$5,277.6 
GS The Goldman Sachs Group, Inc.
+2.62%
+$10,925.33 
VZ Verizon Communications Inc.
+2.49%
+$9,703.98 
JPM JPMorgan Chase & Co.
+2.31%
+$46,394.97 
CMCSA Comcast Corp
+2.21%
+$4,159.97 
AXP American Express Company
+2.18%
+$6,011.76 
XLB Materials Select Sector SPDR Fund
+1.87%
+$24,488.64 
TSLA Tesla, Inc.
+1.82%
+$6,391.84 
ACN Accenture plc Class A
+1.65%
+$3,229.2 
UNP Union Pacific Corporation
+1.65%
+$5,343.79 
WFC Wells Fargo & Company
+1.61%
+$5,253.5 
LIN Linde plc
+1.58%
+$7,804.81 
BAC Bank of America Corporation
+1.56%
+$47,424.7 
DE Deere & Company
+1.55%
+$5,931.62 
BLK BlackRock, Inc.
+1.52%
+$4,518.05 
CAT Caterpillar Inc.
+1.44%
+$7,854.59 
COP ConocoPhillips
+1.4%
+$3,457.08 
XLF Financial Select Sector SPDR Fund
+1.37%
+$89,558.64 
NEE NextEra Energy, Inc.
+1.35%
+$16,487.55 
ABBV AbbVie Inc.
+1.32%
+$8,912.56 
C Citigroup Inc.
+1.27%
+$3,197.91 
VLO Valero Energy Corporation
+1.2%
+$3,625.67 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.19%
+$17,501.98 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$5,608.16 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$13,544.19 
JNJ Johnson & Johnson
+1.07%
+$28,211.78 
V Visa Inc. Class A
+1.05%
+$11,563.16 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$109,837.62 
IWD iShares Russell 1000 Value ETF
+0.98%
+$24,233.2 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,737.02 
APH Amphenol Corporation
+0.88%
+$20,641.21 
PG Procter & Gamble Co
+0.86%
+$6,357.62 
SLV iShares Silver Trust
+0.77%
+$6,106.71 
GE General Electric Company
+0.76%
+$3,141.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$29,993.08 
CVX Chevron Corporation
+0.75%
+$5,097.36 
XLE Energy Select Sector SPDR Fund
+0.75%
+$18,137.4 
UNH UnitedHealth Group Incorporated
+0.73%
+$7,701.21 
HD The Home Depot, Inc.
+0.73%
+$10,262.56 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.72%
+$1,516.22 
MA Mastercard Incorporated
+0.71%
+$6,957.35 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$17,635.62 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$2,342.31 
VB Vanguard Small-Cap ETF
+0.7%
+$4,140.58 
EMR Emerson Electric Co.
+0.69%
+$6,538.63 
COST Costco Wholesale Corporation
+0.68%
+$4,428.89 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$3,258.73 
MS Morgan Stanley
+0.65%
+$2,652.35 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$21,728.85 
DUK Duke Energy Corporation
+0.63%
+$1,288.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,561.77 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$141,860.53 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$30,889.7 
IVV iShares Core S&P 500 ETF
+0.55%
+$60,483.25 
HON Honeywell International Inc.
+0.54%
+$8,183.63 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,815.92 
GOOGL Alphabet Inc
+0.53%
+$54,562.97 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,151.25 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$1,104.41 
HSY The Hershey Company
+0.45%
+$1,094.7 
GOOG Alphabet Inc
+0.45%
+$3,544 
WMT Walmart Inc.
+0.45%
+$6,653.89 
BMY Bristol-Myers Squibb Company
+0.4%
+$844.1 
AME Ametek Inc.
+0.4%
+$1,420.49 
PEP PepsiCo, Inc.
+0.38%
+$1,666.44 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.34%
+$2,854.42 
AMGN Amgen Inc.
+0.32%
+$823.09 
XOM Exxon Mobil Corporation
+0.28%
+$2,702.62 
EFA iShares MSCI EAFE ETF
+0.28%
+$4,679.97 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$16,028.7 
BP BP p.l.c. Sponsored ADR
+0.23%
+$539.1 
NVDA NVIDIA Corporation
+0.16%
+$17,237.12 
PFE Pfizer Inc.
+0.15%
+$775.2 
KO The Coca-Cola Company
+0.11%
+$747.18 
MSFT Microsoft Corp.
+0.1%
+$5,639.86 
IBMO iShares iBonds Dec 2026 Term ETF
+0.1%
+$1,683.65 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$231.72 
EOG EOG Resources, Inc.
+0.09%
+$386.61 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$821.84 
CB Chubb Limited
+0.06%
+$134.41 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$915.57 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$333.68 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.05%
+$1,088.76 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$371.21 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,079.2 
ORCL Oracle Corporation
+0.02%
+$74.35 
MCD McDonald's Corporation
+0.01%
+$92.74 
ANTM Anthem Inc
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$16,952.66 
LLY Eli Lilly and Company
-2.41%
-$59,589.29 
NKE Nike, Inc. - Class B
-2.24%
-$5,210.77 
ABT Abbott Laboratories
-1.64%
-$3,476.55 
AAPL Apple Inc.
-1.52%
-$166,189.5 
LMT Lockheed Martin Corporation
-1.52%
-$2,930.84 
MRK Merck & Co., Inc.
-1.42%
-$9,721.33 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$5,359.36 
AMZN Amazon.com Inc
-1.23%
-$78,084.54 
NFLX Netflix, Inc.
-1.14%
-$2,127.84 
AVGO Broadcom Inc.
-0.91%
-$16,380.01 
EW Edwards Lifesciences Corporation
-0.76%
-$2,936.05 
CSCO Cisco Systems, Inc.
-0.6%
-$8,031.48 
DHR Danaher Corporation
-0.38%
-$787.96 
RTX RTX Corporation
-0.37%
-$1,429.38 
CRM Salesforce Inc
-0.34%
-$694.4 
FSEC Fidelity Investment Grade Securitized ETF
-0.27%
-$1,806.36 
META Meta Platforms Inc Class A
-0.26%
-$9,752.77 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$11,311.28 
IBTL iShares iBonds Dec 2031 Term Fund
-0.15%
-$617.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$7,276.9 
LOW Lowe's Companies Inc.
-0.12%
-$347.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$18,397.68 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$825.4 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$874.54 
ITM VanEck Intermediate Muni ETF
-0.09%
-$2,688.84 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.08%
-$206.58 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$173.16 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$589.66 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.06%
-$316.27 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$384.44 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
-0.04%
-$295.84 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$204.28 
MUB iShares National Muni Bond ETF
-0.01%
-$660.26 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1166 | Longs Won 858/1166 73% | Profit Factor 29.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $457,370.59 |
| Average Win $98,769.25 | Best Trade (Jun 14) $9.68M | Sharpe Ratio -6.57 |
| Average Loss -$9,257.55 | Worst Trade (Mar 30) -$216,032.39 | Z-Score 12.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $69,324.02 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
