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:
71.07%
Gain -0.35%
Monthly
1.5%
Yearly
19.54%
Drawdown
19.65%
$258.87M
Equity
Holdings
$258.87M
Investment
$181.14M
$88.45M
Profit -$587,533.81
Realized
$10.72M
Unrealized
$77.73M
Dividends
$11.36M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$587,533.81
Win %
68%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$587,533.81
Win %
68%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.63M
Win %
68%
This Year
Compared to last year
Gain
2.21%
Profit
$5.62M
Win %
70%
CRM Salesforce Inc
+4.65%
+$15,743.15 
ADBE Adobe Inc.
+4.59%
+$14,608.68 
HONA Honeywell Aerospace Inc.
+4.18%
+$22,394.68 
GOOGL Alphabet Inc
+3.08%
+$273,601.08 
GOOG Alphabet Inc
+2.97%
+$22,009.38 
META Meta Platforms Inc Class A
+2.91%
+$128,024.97 
MSFT Microsoft Corp.
+2.27%
+$156,158.75 
WMT Walmart Inc.
+2.27%
+$29,811.24 
LLY Eli Lilly and Company
+2.04%
+$48,192.21 
UPS United Parcel Service, Inc.
+1.97%
+$3,938.22 
MCD McDonald's Corporation
+1.96%
+$12,107.94 
STZ Constellation Brands, Inc.
+1.85%
+$3,991.16 
ABBV AbbVie Inc.
+1.73%
+$13,897.2 
COST Costco Wholesale Corporation
+1.62%
+$10,065.43 
EW Edwards Lifesciences Corporation
+1.56%
+$5,901.72 
DHR Danaher Corporation
+1.51%
+$3,859.56 
ELV Elevance Health, Inc.
+1.46%
+$29,767.68 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$99,170.4 
VZ Verizon Communications Inc.
+1.44%
+$6,407.21 
UNH UnitedHealth Group Incorporated
+1.32%
+$12,527.48 
XLP Consumer Staples Select Sector SPDR Fund
+1.3%
+$43,701.63 
AMGN Amgen Inc.
+1.16%
+$3,296.88 
CVS CVS Health Corporation
+1.11%
+$2,373 
KO The Coca-Cola Company
+1.1%
+$8,359.46 
LOW Lowe's Companies Inc.
+1.06%
+$2,854.94 
V Visa Inc. Class A
+1.05%
+$14,161.96 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$28,051.43 
HD The Home Depot, Inc.
+1%
+$14,136.8 
ABT Abbott Laboratories
+0.87%
+$2,119.98 
CB Chubb Limited
+0.85%
+$1,910.29 
AXP American Express Company
+0.84%
+$2,383.29 
BMY Bristol-Myers Squibb Company
+0.73%
+$1,807.45 
DE Deere & Company
+0.69%
+$3,109.55 
NKE Nike, Inc. - Class B
+0.61%
+$1,254.37 
MA Mastercard Incorporated
+0.61%
+$7,214.1 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.6%
+$5,291.12 
JNJ Johnson & Johnson
+0.58%
+$16,891.31 
AAPL Apple Inc.
+0.54%
+$64,290 
EOG EOG Resources, Inc.
+0.53%
+$2,551.38 
PG Procter & Gamble Co
+0.52%
+$4,218.94 
MRK Merck & Co., Inc.
+0.44%
+$3,743.52 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$2,125.11 
HSY The Hershey Company
+0.35%
+$747.16 
UNP Union Pacific Corporation
+0.1%
+$344.8 
PFE Pfizer Inc.
+0.07%
+$428.08 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.06%
+$1,051.1 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$336.73 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$177.38 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$382.06 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.01%
+$536.52 
SCHW Charles Schwab Corporation
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
APH Amphenol Corporation
-5.64%
-$264,880 
BAC Bank of America Corporation
-5.3%
-$179,027.98 
INTC Intel Corporation
-5.3%
-$34,633.79 
AVGO Broadcom Inc.
-4.79%
-$78,251.71 
ORCL Oracle Corporation
-4.42%
-$16,501.24 
CAT Caterpillar Inc.
-4.15%
-$19,068.4 
GS The Goldman Sachs Group, Inc.
-3.97%
-$15,579.11 
MS Morgan Stanley
-3.4%
-$13,391.73 
AME Ametek Inc.
-3.28%
-$12,394.34 
XMMO Invesco S&P MidCap Momentum ETF
-3.03%
-$5,742.56 
NVDA NVIDIA Corporation
-2.85%
-$330,924.16 
EMR Emerson Electric Co.
-2.59%
-$26,149.78 
VLO Valero Energy Corporation
-2.24%
-$10,287.14 
GE General Electric Company
-1.98%
-$7,659.06 
WFC Wells Fargo & Company
-1.94%
-$6,884.5 
JPM JPMorgan Chase & Co.
-1.72%
-$39,375.88 
SLV iShares Silver Trust
-1.65%
-$9,284.16 
CSCO Cisco Systems, Inc.
-1.65%
-$17,554.65 
XLI Industrial Select Sector SPDR Fund
-1.44%
-$73,107.92 
TSLA Tesla, Inc.
-1.4%
-$4,433.92 
XLU Utilities Select Sector SPDR Fund
-1.39%
-$16,849.81 
RTX RTX Corporation
-1.32%
-$5,729.92 
BLK BlackRock, Inc.
-1.25%
-$4,478.85 
C Citigroup Inc.
-1.24%
-$2,923.89 
AMZN Amazon.com Inc
-1.22%
-$82,126.7 
CMCSA Comcast Corp
-1.19%
-$2,864.1 
SPCX Space Exploration Technologies Corp. Class A
-1.18%
-$6,546.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$46,368.32 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.14%
-$18,207.71 
XLE Energy Select Sector SPDR Fund
-1.12%
-$30,146.08 
CVX Chevron Corporation
-0.94%
-$7,404.83 
XLB Materials Select Sector SPDR Fund
-0.9%
-$11,800.38 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.87%
-$1,862.69 
XOM Exxon Mobil Corporation
-0.85%
-$9,631.93 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$2,711.14 
NEE NextEra Energy, Inc.
-0.69%
-$8,210.28 
COP ConocoPhillips
-0.66%
-$2,052 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$19,784 
PLD Prologis Inc.
-0.65%
-$1,354.93 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$3,217.5 
EFA iShares MSCI EAFE ETF
-0.63%
-$10,427.4 
LIN Linde plc
-0.62%
-$2,872.66 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$131,739.42 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.55%
-$1,311.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.51%
-$1,325.53 
XLG Invesco S&P 500 Top 50 ETF
-0.5%
-$1,219.05 
DUK Duke Energy Corporation
-0.47%
-$962.37 
IOO iShares Global 100 ETF
-0.44%
-$1,073.28 
VO Vanguard Mid-Cap ETF
-0.44%
-$2,212.2 
XLF Financial Select Sector SPDR Fund
-0.43%
-$30,578.69 
DFAS Dimensional U.S. Small Cap ETF
-0.4%
-$50,960.32 
IWO iShares Russell 2000 Growth ETF
-0.39%
-$1,615.81 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$2,072.14 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,114.04 
IVV iShares Core S&P 500 ETF
-0.32%
-$34,169.16 
VB Vanguard Small-Cap ETF
-0.32%
-$1,850.72 
IWM iShares Russell 2000 ETF
-0.19%
-$398.4 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$398.5 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.08%
-$1,620.12 
IBTL iShares iBonds Dec 2031 Term Fund
-0.08%
-$308.85 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$173.16 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$432.31 
ITM VanEck Intermediate Muni ETF
-0.07%
-$2,575.65 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$1,161.23 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$147.56 
MUB iShares National Muni Bond ETF
-0.05%
-$4,974.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$2,628.99 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.05%
-$397.42 
IWD iShares Russell 1000 Value ETF
-0.03%
-$774.96 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.03%
-$123.83 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$141 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$194.25 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$139.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$3,124.62 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$407.39 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.02%
-$176.28 
PEP PepsiCo, Inc.
-0.01%
-$67.19 Events
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Dividends
Dividend Analysis
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| Trades 1287 | Longs Won 937/1287 72% | Profit Factor 22.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440,788.76 |
| Average Win $98,859.82 | Best Trade (Aug 14) $9.52M | Sharpe Ratio -9.92 |
| Average Loss -$11,952.86 | Worst Trade (Aug 02) -$452,433.21 | Z-Score 11.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 1d | Expectancy $68,724.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,916 | $5.86M | $12M | - | $6.14M | 104.92% | +0.539% |
| ABBV AbbVie Inc. | 3,130 | $616,459.39 | $818,682.8 | - | $202,223.41 | 32.8% | +1.727% |
| ABT Abbott Laboratories | 2,382 | $308,172.44 | $244,964.88 | - | -$63,207.56 | -20.51% | +0.873% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 6,962 | $661,561.05 | $882,294.26 | - | $220,733.21 | 33.37% | +0.603% |
| ADBE Adobe Inc. | 1,261 | $428,059.33 | $332,670.71 | - | -$95,388.62 | -22.28% | +4.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 156,231 | $15.33M | $14.99M | - | -$338,257.14 | -2.21% | -0.021% |
| AME Ametek Inc. | 1,561 | $268,710.58 | $365,164.73 | - | $96,454.15 | 35.9% | -3.283% |
| AMGN Amgen Inc. | 751 | $247,285.63 | $286,686.74 | - | $39,401.11 | 15.93% | +1.163% |
| AMZN Amazon.com Inc | 26,155 | $3.09M | $6.63M | - | $3.54M | 114.53% | -1.223% |
| APH Amphenol Corporation | 56,000 | $533,008 | $4.43M | - | $3.9M | 732% | -5.636% |
| AVGO Broadcom Inc. | 4,518 | $678,378.79 | $1.56M | - | $878,840.27 | 129.55% | -4.785% |
| AXP American Express Company | 873 | $241,322.36 | $285,837.66 | - | $44,515.3 | 18.45% | +0.841% |
| BAC Bank of America Corporation | 53,843 | $1.75M | $3.2M | - | $1.45M | 82.69% | -5.304% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 75,114 | $5.66M | $5.56M | - | -$99,001.89 | -1.75% | -0.047% |
| BLK BlackRock, Inc. | 333 | $346,757.07 | $355,044.6 | - | $8,287.53 | 2.39% | -1.246% |
| BMY Bristol-Myers Squibb Company | 3,887 | $235,089.54 | $249,176.13 | - | $14,086.59 | 5.99% | +0.731% |
| BRK-B Berkshire Hathaway Inc. | 5,258 | $2.01M | $2.71M | - | $698,718.67 | 34.71% | +1.045% |
| C Citigroup Inc. | 1,695 | $197,789.66 | $232,376.02 | - | $34,586.36 | 17.49% | -1.243% |
| CAT Caterpillar Inc. | 561 | $220,741.59 | $440,149.38 | - | $219,407.79 | 99.4% | -4.152% |
| CB Chubb Limited | 661 | $215,750.54 | $225,493.54 | - | $9,743 | 4.52% | +0.854% |
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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 - $3.38M, Dimensional U.S. Small Cap ETF - $1.71M, iShares Core U.S. Aggregate Bond ETF - $1.52M, Alphabet Inc - $1.24M, and Invesco QQQ Trust, Series 1 - $1.07M. 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, Accenture plc Class A - $119,707.07, Constellation Brands, Inc - $79,874.22, Adobe Inc - $62,948.64, and Mondelez International, Inc - $54,238.38. 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 $11.36M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $1.51M, iShares National Muni Bond ETF - $783,817, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $586,896.22, iShares Core S&P 500 ETF - $566,490.51, 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.
