Teresa Coleman Portfolio
Invests via Creekside Partners | Managed by Teresa Coleman
Invests via Creekside Partners
Managed by Teresa Coleman
Automatically Tracked
Teresa Coleman Profile
A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.
A private-equity and operations executive focused on growth-stage investments and operational value creation. Teresa Coleman leads portfolio transformation initiatives, specializing in commercial scaling, cost optimization and go-to-market execution. Prior roles span operating leadership and deal execution at middle-market firms, with sector emphasis on software and healthcare services.
Investment Philosophy & Strategy
Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.
Combines a growth-oriented private equity lens with operator-driven value creation, prioritizing investments in software and healthcare services where commercial scaling and margin expansion are achievable. Favors growth-stage and middle-market companies, allocating capital to drive go-to-market acceleration, pricing and cost optimization, and operational playbooks that shorten time-to-scale. Employs active board-level engagement, KPI-driven turnaround plans, and milestone-based capital deployment to balance upside capture with disciplined downside risk control over a 3–7 year horizon.
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:
0.87%
Gain
Monthly
0.04%
Yearly
0.42%
Drawdown
27.5%
$270.21M
Equity
Holdings
$270.21M
Investment
$203.8M
$67.98M
Profit -$447,413.9
Realized
$1.58M
Unrealized
$66.41M
Dividends
$9.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$447,413.9
Win %
86%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$878,514.16
Win %
86%
This Month
Compared to last month
Gain
-0.09%
Profit
-$236,806.45
Win %
86%
This Year
Compared to last year
Gain
11.26%
Profit
$27.34M
Win %
86%
ABT Abbott Laboratories
+10.62%
+$21,491.16 
INTU Intuit Inc.
+5.3%
+$7,459.49 
IHI iShares U.S. Medical Devices ETF
+4.34%
+$13,769.4 
ABBV AbbVie Inc.
+4.01%
+$18,875.4 
MDT Medtronic plc
+3.72%
+$11,783.59 
IBM International Business Machines Corporation
+3.28%
+$23,597.23 
SBUX Starbucks Corporation
+3.15%
+$15,775.46 
PRK Park National Corporation
+3.08%
+$21,926.8 
MRK Merck & Co., Inc.
+3.07%
+$7,686.12 
MCD McDonald's Corporation
+3.05%
+$19,181.71 
PEY Invesco High Yield Equity Dividend Achievers ETF
+2.99%
+$8,896.75 
PEP PepsiCo, Inc.
+2.96%
+$11,035.52 
NSC Norfolk Southern Corporation
+2.96%
+$9,544.93 
AON Aon plc
+2.92%
+$10,183.34 
KO The Coca-Cola Company
+2.83%
+$8,045.49 
BCAL California BanCorp
+2.82%
+$7,575.01 
SMDV ProShares Russell 2000 Dividend Growers ETF
+2.67%
+$11,292.23 
PSA Public Storage Common Stock
+2.22%
+$8,794.8 
IYR iShares U.S. Real Estate ETF
+2.1%
+$17,866.74 
WSM Williams-Sonoma, Inc.
+2.05%
+$7,054.65 
VNQ Vanguard Real Estate ETF
+2.04%
+$66,044 
PG Procter & Gamble Co
+2.01%
+$11,228.64 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$18,474.88 
SDY SPDR S&P Dividend ETF
+1.88%
+$8,971.62 
XLRE The Real Estate Select Sector SPDR Fund
+1.82%
+$13,224.06 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.78%
+$12,755.8 
PAA Plains All American Pipeline, L.P.
+1.78%
+$7,262.5 
EPD Enterprise Products Partners L.P.
+1.76%
+$10,546.8 
SPLV Invesco S&P 500 Low Volatility ETF
+1.74%
+$8,701.02 
VHT Vanguard Health Care ETF
+1.62%
+$9,559 
USB U.S. Bancorp
+1.49%
+$7,157.16 
HD The Home Depot, Inc.
+1.49%
+$6,588.76 
AAPL Apple Inc.
+1.46%
+$177,138.17 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.2%
+$4,347.2 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+1.15%
+$2,907.6 
MSFT Microsoft Corp.
+1.15%
+$25,819.04 
JNJ Johnson & Johnson
+1.12%
+$20,321.88 
CVX Chevron Corporation
+1.11%
+$17,802.26 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$32,598.32 
LIN Linde plc
+1.08%
+$4,650.73 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$75,985 
NLY Annaly Capital Management, Inc.
+1.06%
+$10,972.08 
XOM Exxon Mobil Corporation
+1.02%
+$2,099.16 
TGT Target Corporation
+0.99%
+$2,856.95 
IWN iShares Russell 2000 Value ETF
+0.98%
+$5,984.1 
VOE Vanguard Mid-Cap Value ETF
+0.97%
+$7,852.69 
XLE Energy Select Sector SPDR Fund
+0.92%
+$5,336.24 
L Loews Corporation
+0.92%
+$2,039.4 
SMOT VanEck Morningstar SMID Moat ETF
+0.89%
+$23,506.35 
PHK PIMCO High Income Fund
+0.85%
+$5,243.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.84%
+$13,420.96 
DE Deere & Company
+0.83%
+$4,870.24 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$16,868.08 
PH Parker-Hannifin Corporation
+0.7%
+$3,014.84 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.68%
+$2,970.75 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.66%
+$25,250.4 
VOOV Vanguard S&P 500 Value ETF
+0.63%
+$4,965.27 
MOTI VanEck Morningstar International Moat ETF
+0.58%
+$3,397.27 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$2,808.64 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.53%
+$2,394.04 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.52%
+$21,381.18 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$4,203.2 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$34,513.19 
BTZ BlackRock Credit Allocation Income Trust
+0.44%
+$869 
EUSA iShares MSCI USA Equal Weighted ETF
+0.4%
+$1,455.9 
PDI Pimco Dynamic Income Fund
+0.4%
+$1,712.82 
VTV Vanguard Value ETF
+0.38%
+$4,414.57 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$4,900.76 
EWU iShares MSCI United Kingdom ETF
+0.27%
+$2,922 
NEE NextEra Energy, Inc.
+0.26%
+$1,492.7 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$2,134.44 
VPU Vanguard Utilities ETF
+0.23%
+$1,681.65 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$4,931.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.22%
+$972.78 
WFC Wells Fargo & Company
+0.22%
+$1,859.71 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.22%
+$784.14 
IFRA iShares U.S. Infrastructure
+0.18%
+$1,335.95 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$1,072.06 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$2,475.96 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$220.95 
VB Vanguard Small-Cap ETF
+0.05%
+$3,951.36 
DWX SPDR S&P International Dividend ETF
+0.03%
+$94.88 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.02%
+$125.9 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$63.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$32.61 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$73.84 
CWEN-A Clearway Energy, Inc.
0%
$0 
ORCL Oracle Corporation
-6.49%
-$23,968.2 
MU Micron Technology, Inc.
-6.23%
-$53,907.8 
AVGO Broadcom Inc.
-5.52%
-$61,964.1 
GOOGL Alphabet Inc
-4.78%
-$100,327.15 
QCOM QUALCOMM Incorporated
-4.76%
-$14,060.02 
GOOG Alphabet Inc
-4.7%
-$54,963.37 
CAT Caterpillar Inc.
-4.45%
-$113,306.62 
GE General Electric Company
-4.44%
-$13,632 
TXN Texas Instruments Inc
-3.85%
-$22,778.82 
NVDA NVIDIA Corporation
-2.98%
-$86,071.84 
META Meta Platforms Inc Class A
-2.91%
-$14,129.62 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.83%
-$5,412.75 
OR OR ROYALTIES INC COMMON STOCK
-2.81%
-$11,097 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$17,655.84 
EEM iShares MSCI Emerging Markets ETF
-2.41%
-$6,642.74 
VGT Vanguard Information Technology ETF
-2.35%
-$10,981.92 
ICVT iShares Convertible Bond ETF
-2.21%
-$9,438.72 
OKTA Okta Inc.
-2.21%
-$8,884.44 
GLD SPDR Gold Shares
-2.07%
-$70,114.74 
CSCO Cisco Systems, Inc.
-2.03%
-$35,057.88 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$15,407 
CHI Calamos Convertible Opportunities and Income Fund
-1.9%
-$57,297.5 
AMZN Amazon.com Inc
-1.85%
-$42,326.56 
VUG Vanguard Growth ETF
-1.74%
-$8,913.78 
PFXF VanEck Preferred Securities ex Financials ETF
-1.72%
-$3,735.95 
VBK Vanguard Small-Cap Growth ETF
-1.59%
-$39,220.12 
ROBO ROBO Global Robotics & Automation Index ETF
-1.53%
-$8,750.22 
VOT Vanguard Mid-Cap Growth ETF
-1.45%
-$6,475.28 
JPM JPMorgan Chase & Co.
-1.42%
-$15,601.61 
SCHE Schwab Emerging Markets Equity ETF
-1.4%
-$63,441.96 
POWR iShares US Power Infrastructure ETF
-1.4%
-$9,375 
SCHF Schwab International Equity ETF
-1.38%
-$199,028.42 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$53,627.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$27,346.53 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$122,593.38 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$69,843.4 
SCHC Schwab International Small-Cap Equity ETF
-1.26%
-$13,847.95 
TSLA Tesla, Inc.
-1.24%
-$22,941.8 
IOO iShares Global 100 ETF
-1.22%
-$23,118.52 
RTX RTX Corporation
-1.21%
-$2,502.19 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.18%
-$27,577.55 
SCHA Schwab U.S. Small-Cap ETF
-1.14%
-$124,790.37 
BNY BlackRock New York Municipal Income Trust
-1.11%
-$3,385.37 
GCC WisdomTree Enhanced Commodity Strategy Fund
-1.04%
-$3,908.5 
FNDF Schwab Fundamental International Large Company Index ETF
-1%
-$17,695.12 
VT Vanguard Total World Stock ETF
-0.96%
-$28,358.72 
DSI iShares MSCI KLD 400 Social ETF
-0.95%
-$33,097.95 
EFA iShares MSCI EAFE ETF
-0.94%
-$5,616.47 
SPHQ Invesco S&P 500 Quality ETF
-0.93%
-$2,368 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.92%
-$3,836.8 
CRBN iShares MSCI ACWI Low Carbon Target ETF
-0.88%
-$2,035.87 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.86%
-$10,277.05 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$6,266.7 
VOO Vanguard S&P 500 ETF
-0.84%
-$12,710.88 
SCHB Schwab U.S. Broad Market ETF
-0.81%
-$74,289.14 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$39,471.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$40,988.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.78%
-$4,086.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.75%
-$47,636.67 
STT State Street Corp
-0.71%
-$2,222.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.68%
-$2,271.53 
SUSA iShares MSCI USA ESG Select ETF
-0.68%
-$1,976.02 
CGBL Capital Group Core Balanced ETF
-0.68%
-$14,664.8 
FEZ SPDR Euro Stoxx 50 ETF
-0.67%
-$4,061.33 
VXF Vanguard Extended Market ETF
-0.65%
-$5,332.08 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.65%
-$22,931.1 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.63%
-$4,077.69 
IBB iShares Biotechnology ETF
-0.53%
-$3,653.17 
FNDC Schwab Fundamental International Small Company Index ETF
-0.47%
-$2,677.43 
VYMI Vanguard International High Dividend Yield Index Fund
-0.44%
-$6,214.95 
CGDV Capital Group Dividend Value ETF
-0.44%
-$1,675.71 
NUW Nuveen AMT-Free Municipal Value Fund
-0.42%
-$1,200 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.39%
-$4,946 
EWW iShares MSCI Mexico ETF
-0.37%
-$2,119.04 
EWC iShares MSCI Canada ETF
-0.34%
-$1,361.4 
DGT SPDR Global Dow ETF
-0.32%
-$1,057.38 
IDV iShares International Select Dividend ETF
-0.32%
-$3,674.3 
BCX BlackRock Resources & Commodities Strategy Trust
-0.26%
-$446.46 
PGX Invesco Preferred ETF
-0.23%
-$746.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$563.54 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2,312.34 
OIA Invesco Municipal Income Opportunities Trust
-0.16%
-$148.92 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$939.55 
TIP iShares TIPS Bond ETF
-0.12%
-$350.25 
DLY DoubleLine Yield Opportunities Fund
-0.11%
-$1,007.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$1,375.51 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$1,321.67 
CLOI VanEck CLO ETF
-0.09%
-$227.56 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$587.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$197.99 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.06%
-$313.31 
LVHI Franklin International Low Volatility High Dividend ETF
-0.05%
-$182.86 
DSL DoubleLine Income Solutions Fund
-0.05%
-$101.52 
VO Vanguard Mid-Cap ETF
-0.04%
-$3,434.06 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$466.45 
PAVE Global X U.S. Infrastructure Development ETF
-0.03%
-$75.22 Events
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Dividends
Dividend Analysis
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| Trades 969 | Longs Won 814/969 84% | Profit Factor 43.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $298,111.99 |
| Average Win $85,472.46 | Best Trade (Jul 17) $4.49M | Sharpe Ratio -12.1 |
| Average Loss -$10,266.21 | Worst Trade (Jul 10) -$352,297.69 | Z-Score 49.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $70,158.22 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
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