Kerri Hicken Portfolio
Invests via FULLCIRCLE WEALTH LLC | Managed by Kerri Hicken
Invests via FULLCIRCLE WEALTH LLC
Managed by Kerri Hicken
Automatically Tracked
Kerri Hicken Profile
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
A senior operating executive and growth-stage investor focusing on consumer and fintech companies, Kerri Hicken brings operating leadership, commercialization and GTM expertise to venture-backed startups. She has led cross-functional teams, supported fundraising and scaled revenue operations, and serves on early-stage boards and investor syndicates. Market-facing strengths include customer acquisition strategy, partnership development and metrics-driven scaling for Series A–C businesses.
Investment Philosophy & Strategy
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
Growth-stage investor and operator who prioritizes capital allocation into Series A–C consumer and fintech businesses with clear GTM traction and unit-economics improvement. Focuses on revenue-first value creation: customer acquisition efficiency, partnership-led distribution, scalable RevOps and metrics-driven KPIs. Prefers concentrated, active board-backed investments where operational playbooks and cross-functional scaling reduce time-to-profitability. Uses milestone-based capital deployment, downside protection via staged tranches, and a 3–7 year growth horizon aimed at category leadership or strategic acquisition.
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:
2.86%
Gain
Monthly
0.12%
Yearly
1.39%
Drawdown
16.57%
$299.14M
Equity
Holdings
$299.14M
Investment
$255.91M
$49.31M
Profit +$595,800.42
Realized
$6.08M
Unrealized
$43.23M
Dividends
$12.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$595,800.42
Win %
61%
This Week
Compared To Last Week
Gain
0.11%
Profit
$330,166.14
Win %
61%
This Month
Compared to last month
Gain
0.67%
Profit
$1.99M
Win %
61%
This Year
Compared to last year
Gain
5.18%
Profit
$14.73M
Win %
61%
ABT Abbott Laboratories
+10.29%
+$118,578.35 
IR Ingersoll Rand Inc.
+6.03%
+$16,313.4 
SMA SmartStop Self Storage REIT Inc.
+5.01%
+$35,751.42 
DG Dollar General Corporation
+4.97%
+$56,989.53 
INTU Intuit Inc.
+4.84%
+$9,416.88 
ACN Accenture plc Class A
+4.81%
+$49,873.09 
ADBE Adobe Inc.
+4.52%
+$12,273.28 
MDLZ Mondelez International, Inc.
+4.41%
+$22,369.83 
BLND Blend Labs Inc.
+4.39%
+$11,706.98 
FDS FactSet Research Systems Inc.
+4.27%
+$8,294.29 
ROP Roper Technologies Inc.
+4.06%
+$7,703.03 
SYK Stryker Corporation
+4.04%
+$11,216.83 
SAIA Saia, Inc.
+4.03%
+$14,936.17 
DEO Diageo plc Sponsored ADR
+3.85%
+$18,806.43 
STE STERIS plc
+3.79%
+$9,115.37 
CHRW C.H. Robinson Worldwide, Inc.
+3.77%
+$36,195.6 
PLD Prologis Inc.
+3.73%
+$65,537.5 
BR Broadridge Financial Solutions, Inc.
+3.68%
+$6,081.24 
BSX Boston Scientific Corporation
+3.67%
+$4,365.54 
ZTS Zoetis Inc.
+3.66%
+$22,847.37 
IDXX IDEXX Laboratories, Inc.
+3.63%
+$8,403.74 
O Realty Income Corporation
+3.6%
+$15,636.08 
TXRH Texas Roadhouse Inc.
+3.56%
+$11,043 
PM Philip Morris International Inc.
+3.55%
+$46,382.07 
BRO Brown & Brown Inc.
+3.5%
+$6,727.5 
MDT Medtronic plc
+3.45%
+$80,289.07 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.42%
+$49,855.09 
UPS United Parcel Service, Inc.
+3.41%
+$343,697.2 
UNP Union Pacific Corporation
+3.4%
+$28,635.63 
ABBV AbbVie Inc.
+3.36%
+$53,430.68 
GGG Graco Inc.
+3.36%
+$7,535.97 
RSG Republic Services, Inc.
+3.27%
+$8,153.79 
HSY The Hershey Company
+3.26%
+$26,035.05 
ADP Automatic Data Processing Inc.
+3.25%
+$8,230.75 
CMCSA Comcast Corp
+3.17%
+$34,900.74 
AMCR Amcor plc
+3.17%
+$4,262.77 
THO Thor Industries Inc.
+3.06%
+$23,009.92 
ALC Alcon Inc.
+2.98%
+$7,046.16 
NSC Norfolk Southern Corporation
+2.9%
+$9,991.71 
COST Costco Wholesale Corporation
+2.9%
+$6,791.68 
PEP PepsiCo, Inc.
+2.87%
+$28,552.99 
TSCO Tractor Supply Company
+2.8%
+$3,974.03 
GEHC GE HealthCare Technologies Inc.
+2.79%
+$16,067.04 
SSNC SS&C Technologies Holdings Inc.
+2.79%
+$22,956.29 
MRSH Marsh & McLennan Companies, Inc.
+2.78%
+$27,201.51 
FELE Franklin Electric Co., Inc.
+2.75%
+$8,314.39 
AON Aon plc
+2.7%
+$6,969.61 
SBUX Starbucks Corporation
+2.69%
+$51,200.36 
TJX The TJX Companies, Inc.
+2.65%
+$38,188 
OKE ONEOK, Inc.
+2.64%
+$37,864.82 
DOX Amdocs Limited
+2.62%
+$4,187.7 
SPGI S&P Global Inc.
+2.46%
+$18,874.28 
BXSL Blackstone Secured Lending Fund
+2.44%
+$18,628.85 
WMT Walmart Inc.
+2.42%
+$45,608.32 
MCD McDonald's Corporation
+2.42%
+$21,821.8 
MA Mastercard Incorporated
+2.4%
+$43,011.47 
AJG Arthur J. Gallagher & Co.
+2.35%
+$5,410.24 
BDX Becton, Dickinson and Company
+2.33%
+$9,969.06 
LOW Lowe's Companies Inc.
+2.33%
+$16,565.25 
FCN Fti Consulting Inc.
+2.32%
+$5,961.58 
CTVA Corteva Inc.
+2.29%
+$18,798.53 
SW Smurfit WestRock PLC
+2.18%
+$16,116.75 
DIS The Walt Disney Company
+2.15%
+$31,653.05 
CSL Carlisle Companies Inc.
+2.08%
+$5,542.4 
AAPL Apple Inc.
+2.05%
+$133,490.8 
V Visa Inc. Class A
+2.03%
+$30,663.34 
SHOP Shopify Inc.
+2.03%
+$9,199.15 
DRI Darden Restaurants, Inc.
+1.95%
+$4,990.49 
J Jacobs Solutions Inc.
+1.94%
+$5,060.16 
IEX IDEX Corporation
+1.89%
+$9,908.54 
MGA Magna International Inc.
+1.89%
+$27,236.25 
MSCI MSCI Inc.
+1.87%
+$6,351.96 
SYY Sysco Corporation
+1.85%
+$10,555.16 
MSFT Microsoft Corp.
+1.8%
+$114,452.54 
GWW W.W. Grainger, Inc.
+1.79%
+$6,623.12 
PRI Primerica Inc.
+1.78%
+$5,286.5 
PG Procter & Gamble Co
+1.78%
+$7,788 
ARCC Ares Capital Corporation
+1.61%
+$5,816.65 
RMD ResMed Inc.
+1.6%
+$3,350.68 
RBA Rb Global Inc.
+1.59%
+$4,375.44 
PAA Plains All American Pipeline, L.P.
+1.58%
+$9,483.1 
EMR Emerson Electric Co.
+1.56%
+$10,918.38 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$21,412.44 
RUNN Running Oak Efficient Growth ETF
+1.52%
+$32,498.2 
CVX Chevron Corporation
+1.44%
+$33,315.92 
MSI Motorola Solutions, Inc.
+1.44%
+$16,220.51 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$86,163.54 
IQV IQVIA Holdings Inc.
+1.38%
+$4,598.88 
ICE Intercontinental Exchange, Inc.
+1.35%
+$3,080.7 
UGI UGI Corporation
+1.32%
+$4,668 
HD The Home Depot, Inc.
+1.3%
+$7,135.08 
UBER Uber Technologies, Inc.
+1.3%
+$2,645.05 
ET Energy Transfer L.P.
+1.28%
+$8,666.94 
FDX FedEx Corporation
+1.24%
+$16,095.29 
AME Ametek Inc.
+1.21%
+$4,124.93 
DUK Duke Energy Corporation
+1.21%
+$2,639.48 
JNJ Johnson & Johnson
+1.2%
+$39,177.78 
TRV The Travelers Companies, Inc.
+1.18%
+$14,806.08 
XOM Exxon Mobil Corporation
+1.18%
+$16,665.1 
DGRO iShares Core Dividend Growth ETF
+1%
+$2,670.36 
HON Honeywell International Inc.
+0.92%
+$9,684.79 
DHR Danaher Corporation
+0.91%
+$7,425.97 
LIN Linde plc
+0.91%
+$9,333.94 
APD Air Products and Chemicals, Inc.
+0.85%
+$5,943.63 
SNY Sanofi American Depositary Receipt
+0.82%
+$1,665.72 
LLY Eli Lilly and Company
+0.81%
+$16,785.32 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$28,618.2 
XEL Xcel Energy Inc.
+0.78%
+$1,718.31 
GD General Dynamics Corporation
+0.75%
+$11,351.82 
LEN Lennar Corporation
+0.74%
+$4,439.61 
WEC WEC Energy Group Inc.
+0.73%
+$7,148.76 
ABEQ Absolute Select Value ETF
+0.68%
+$9,089.24 
EOG EOG Resources, Inc.
+0.68%
+$6,511.86 
FANG Diamondback Energy Inc
+0.61%
+$2,668.02 
L Loews Corporation
+0.59%
+$12,477.41 
TDY Teledyne Technologies Incorporated
+0.59%
+$1,867.31 
MELI MercadoLibre, Inc.
+0.58%
+$2,029.21 
PH Parker-Hannifin Corporation
+0.57%
+$2,053.12 
OPXS Optex Systems Holdings Inc.
+0.53%
+$896 
GOSS Gossamer Bio Inc.
+0.49%
+$17.68 
AMT American Tower Corporation
+0.47%
+$3,793.58 
AXP American Express Company
+0.39%
+$6,154.65 
NFLX Netflix, Inc.
+0.35%
+$701.25 
AEP American Electric Power Company, Inc.
+0.34%
+$1,186.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$9,379.5 
ARES Ares Management Corporation
+0.22%
+$1,329.72 
NEE NextEra Energy, Inc.
+0.22%
+$3,231.8 
FSCO FS Credit Opportunities Corp.
+0.21%
+$171.09 
BRK-A Berkshire Hathaway Inc.
+0.19%
+$7,050.1 
CME CME Group Inc.
+0.11%
+$500.1 
JQC Nuveen Credit Strategies Income Fund
+0.1%
+$375.94 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$826.05 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$71.33 
HYBL SPDR Blackstone High Income Fund
+0.02%
+$69.27 
XBB BondBloxx BB Rated USD High Yield Corporate Bond ETF
+0.01%
+$263.57 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$455.51 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$22.09 
FTSL First Trust Senior Loan ETF
+0.01%
+$35.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$29.36 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBTF iShares iBonds Dec 2025 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-9.7%
-$59,400.03 
MRVL Marvell Technology, Inc.
-9.19%
-$89,491.15 
HOOD Robinhood Markets, Inc.
-7.77%
-$93,616.5 
AIS VistaShares Artificial Intelligence Supercycle ETF
-6.76%
-$70,320.15 
INOD Innodata Inc.
-6.48%
-$15,058.8 
SMWB Similarweb Ltd.
-5.88%
-$6,450 
FLEX Flex Ltd.
-5.87%
-$37,800 
KTOS Kratos Defense & Security Solutions, Inc.
-5.68%
-$7,050 
ACHR Archer Aviation Inc.
-5.65%
-$8,761.5 
ORCL Oracle Corporation
-5.6%
-$71,699.56 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$111,700.4 
CW Curtiss-Wright Corporation
-5.21%
-$20,877.62 
CI The Cigna Group
-4.93%
-$13,167.96 
VRT Vertiv Holdings Co
-4.77%
-$42,137.03 
AVGO Broadcom Inc.
-4.66%
-$162,475.65 
JOBY Joby Aviation, Inc.
-4.64%
-$7,200 
GOOGL Alphabet Inc
-4.51%
-$206,598.77 
GOOG Alphabet Inc
-4.5%
-$62,187.71 
ELV Elevance Health, Inc.
-4.34%
-$37,600.3 
NVT nVent Electric plc
-4.21%
-$20,096.48 
ETN Eaton Corporation plc
-3.87%
-$56,521.22 
TXN Texas Instruments Inc
-3.6%
-$175,022.64 
SPMO Invesco S&P 500 Momentum ETF
-3.53%
-$21,472.11 
AEM Agnico Eagle Mines Limited
-3.46%
-$48,294.55 
MTUM iShares MSCI USA Momentum Factor ETF
-3.36%
-$26,659.53 
VALE Vale S.A.
-3.07%
-$6,210 
AMAT Applied Materials, Inc.
-3.04%
-$48,364.77 
ITA iShares U.S. Aerospace & Defense ETF
-2.85%
-$15,282 
NVDA NVIDIA Corporation
-2.68%
-$33,309.26 
EME EMCOR Group, Inc.
-2.59%
-$9,216.89 
SOFI SoFi Technologies, Inc.
-2.57%
-$6,164 
META Meta Platforms Inc Class A
-2.45%
-$23,107.04 
IYW iShares U.S. Technology ETF
-2.44%
-$10,874.78 
BBIO BridgeBio Pharma, Inc.
-2.43%
-$8,180.4 
APH Amphenol Corporation
-2.28%
-$42,379.96 
CSCO Cisco Systems, Inc.
-2.24%
-$11,750 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.23%
-$8,180.25 
FNV Franco-Nevada Corporation
-2.22%
-$39,390.77 
IEMG iShares Core MSCI Emerging Markets ETF
-2.11%
-$64,485.12 
C Citigroup Inc.
-2.1%
-$24,592.7 
GLD SPDR Gold Shares
-1.96%
-$11,474.46 
IAU iShares Gold Trust
-1.91%
-$12,945.82 
GLDM SPDR Gold MiniShares Trust
-1.89%
-$10,643.04 
AVEM Avantis Emerging Markets Equity ETF
-1.85%
-$7,872.7 
ICLR ICON plc
-1.84%
-$5,186.12 
CGXU Capital Group International Focus Equity ETF
-1.83%
-$33,110.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.78%
-$77,355.46 
CACI Caci International Inc.
-1.7%
-$4,625.27 
TTE TotalEnergies SE
-1.54%
-$10,674.1 
SNPS Synopsys, Inc.
-1.46%
-$4,827.48 
VUG Vanguard Growth ETF
-1.46%
-$3,548.16 
RTX RTX Corporation
-1.45%
-$15,087.87 
ASML ASML Holding N.V. New York Registry Shares
-1.29%
-$26,810.69 
XLG Invesco S&P 500 Top 50 ETF
-1.28%
-$21,395.83 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.27%
-$11,331.81 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$2,805.45 
JPM JPMorgan Chase & Co.
-1.2%
-$40,214.6 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$21,988.8 
AMZN Amazon.com Inc
-1.11%
-$16,725.48 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.07%
-$57,367.94 
TT Trane Technologies plc
-1.07%
-$11,095.06 
PIPR Piper Sandler Companies
-0.91%
-$2,087.4 
NU Nu Holdings Ltd.
-0.9%
-$1,637.5 
SNOW Snowflake Inc.
-0.9%
-$70,773.15 
ARW Arrow Electronics Inc.
-0.89%
-$14,698.63 
SHLD Global X Defense Tech ETF
-0.88%
-$2,345.25 
IVLU iShares MSCI International Value Factor ETF
-0.83%
-$3,197.13 
OEF iShares S&P 100 ETF
-0.82%
-$18,466.65 
GM General Motors Company
-0.81%
-$8,557.92 
TOGA Tremblant Global ETF
-0.79%
-$23,456.45 
IVV iShares Core S&P 500 ETF
-0.68%
-$19,459.34 
NOC Northrop Grumman Corporation
-0.68%
-$4,678.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$17,473.44 
IWB iShares Russell 1000 ETF
-0.61%
-$3,222.84 
WSO Watsco Inc.
-0.59%
-$1,557.21 
NGG National Grid plc Sponsored ADR
-0.56%
-$1,308.7 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$19,738.7 
VIS Vanguard Industrials ETF
-0.53%
-$8,727.26 
NOW ServiceNow, Inc.
-0.49%
-$1,310.7 
CGDV Capital Group Dividend Value ETF
-0.4%
-$8,778.7 
DUNK Dana Unconstrained Equity ETF
-0.3%
-$5,116 
HUBB Hubbell Inc.
-0.2%
-$669.07 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.17%
-$599.12 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,951.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.15%
-$381.87 
LDOS Leidos Holdings Inc.
-0.14%
-$241.34 
ITT Itt Inc.
-0.13%
-$396.02 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$1,026.19 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.1%
-$1,040.13 
PSQA Palmer Square CLO Senior Debt ETF
-0.1%
-$388.98 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.1%
-$2,286.75 
LBTYA Liberty Global Plc
-0.09%
-$623.1 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
-0.09%
-$1,221.96 
MBB iShares MBS ETF
-0.08%
-$1,189.95 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$4,434.21 
GNMA iShares GNMA Bond ETF
-0.07%
-$163.2 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$230.38 
XCCC BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
-0.06%
-$581.58 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$138.13 
BINC iShares Flexible Income Active ETF
-0.05%
-$555.67 
NPFI Nuveen Preferred and Income ETF
-0.04%
-$796.46 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$1,068.27 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$949.23 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
-0.03%
-$91.53 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.03%
-$92.34 
IBTI iShares iBonds Dec 2028 Term ETF
-0.03%
-$185.17 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$57 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$78.37 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$120.04 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$677.03 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$26.82 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.01%
-$129.66 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
0%
-$27.58 Events
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Dividends
Dividend Analysis
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| Trades 1250 | Longs Won 757/1250 60% | Profit Factor 4.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,428.46 |
| Average Win $86,496.84 | Best Trade (Jul 15) $4.05M | Sharpe Ratio -10 |
| Average Loss -$32,340.76 | Worst Trade (Jul 10) -$2.31M | Z-Score 1.68 (90.72%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $39,451.65 |
| 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 | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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