CMD
Chris M. Denholm Portfolio
Invests via Objective Capital Management LLC | Managed by Christopher Michael Denholm, Tristan Robert Lewis
Invests via Objective Capital Management LLC
Managed by Christopher Michael Denholm, Tristan Robert Lewis
Automatically Tracked
Chris M. Denholm Profile
With a robust track record in the technology sector, Chris M. Denholm has established himself as a dynamic entrepreneur and investor. His diverse experience encompasses founding innovative startups, focusing on disruptive technologies that address evolving market needs. By leveraging deep industry insights and strategic networking capabilities, he effectively navigates high-stakes business environments to foster growth and innovation. Throughout his career, he has successfully led several companies through various stages of development, demonstrating an ability to identify opportunities where others see challenges. His influential role within venture capital circles further underscores his significance in shaping emerging trends across technology-driven markets.
With a robust track record in the technology sector, Chris M. Denholm has established himself as a dynamic entrepreneur and investor. His diverse experience encompasses founding innovative startups, focusing on disruptive technologies that address evolving market needs. By leveraging deep industry insights and strategic networking capabilities, he effectively navigates high-stakes business environments to foster growth and innovation. Throughout his career, he has successfully led several companies through various stages of development, demonstrating an ability to identify opportunities where others see challenges. His influential role within venture capital circles further underscores his significance in shaping emerging trends across technology-driven markets.
Investment Philosophy & Strategy
Innovation drives Chris M. Denholm's investment approach, characterized by a keen focus on technology startups poised to disrupt traditional sectors. His entrepreneurial background equips him with unique insights into the nuances of scaling innovative businesses, facilitating targeted investments that align with cutting-edge market trends. Emphasizing agility and adaptability, he strategically allocates resources toward ventures demonstrating strong growth potential and differentiation in competitive landscapes. By fostering strategic partnerships and leveraging his extensive network within venture capital, he positions himself as a catalyst for transformative business development.
Innovation drives Chris M. Denholm's investment approach, characterized by a keen focus on technology startups poised to disrupt traditional sectors. His entrepreneurial background equips him with unique insights into the nuances of scaling innovative businesses, facilitating targeted investments that align with cutting-edge market trends. Emphasizing agility and adaptability, he strategically allocates resources toward ventures demonstrating strong growth potential and differentiation in competitive landscapes. By fostering strategic partnerships and leveraging his extensive network within venture capital, he positions himself as a catalyst for transformative business development.
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:
45.28%
Gain -0.21%
Monthly
0.53%
Yearly
6.59%
Drawdown
15.12%
$113.73M
Equity
Holdings
$113.73M
Investment
$84.02M
$40.74M
Profit -$440,570.44
Realized
$11.03M
Unrealized
$29.71M
Dividends
$8.93M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$440,570.44
Win %
77%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$1.11M
Win %
77%
This Month
Compared to last month
Gain
-0.52%
Profit
-$590,070.47
Win %
77%
This Year
Compared to last year
Gain
1.09%
Profit
$1.24M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$278,970.48 
ETN Eaton Corporation plc
+7.32%
+$32,556.5 
GOOG Alphabet Inc
+6.88%
+$50,166.48 
GOOGL Alphabet Inc
+6.73%
+$80,487.54 
META Meta Platforms Inc Class A
+3.28%
+$8,327.28 
MSFT Microsoft Corp.
+3.02%
+$22,037.14 
NVDA NVIDIA Corporation
+2.93%
+$45,565.86 
CVX Chevron Corporation
+2.35%
+$6,603.72 
COTY Coty Inc.
+2.23%
+$825 
LNG Cheniere Energy Inc.
+2.13%
+$8,540.52 
KMI Kinder Morgan, Inc.
+1.64%
+$5,338.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,701.76 
XLE Energy Select Sector SPDR Fund
+1%
+$5,126.51 
BRCC BRC Inc.
+0.98%
+$275 
AMLP Alerian MLP ETF
+0.89%
+$2,163.84 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$15,957.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,026.3 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$3,729.11 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,891.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$37,412.24 
VIS Vanguard Industrials ETF
+0.72%
+$1,672.79 
CAT Caterpillar Inc.
+0.7%
+$3,061.79 
IVV iShares Core S&P 500 ETF
+0.69%
+$105,774.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$38,328.83 
PLTR Palantir Technologies Inc.
+0.65%
+$1,697.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$42,535.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$14,323.35 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$19,785.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,928.92 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,312.87 
IYW iShares U.S. Technology ETF
+0.46%
+$1,650.21 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,225.44 
PG Procter & Gamble Co
+0.37%
+$1,506.79 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$3,623.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,000.18 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$330 
MRK Merck & Co., Inc.
+0.32%
+$1,375.17 
SMH VanEck Semiconductor ETF
+0.3%
+$726.98 
JPM JPMorgan Chase & Co.
+0.27%
+$2,701.56 
VT Vanguard Total World Stock ETF
+0.26%
+$718.73 
KBE SPDR S&P Bank ETF
+0.24%
+$1,207.68 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$593.6 
OGE Oge Energy Corp.
+0.19%
+$937.8 
MS Morgan Stanley
+0.17%
+$662.4 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$663 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$245.82 
WMT Walmart Inc.
+0.09%
+$187.2 
SOXX iShares Semiconductor ETF
+0.07%
+$119.52 
IYG iShares U.S. Financial Services ETF
+0.06%
+$352.02 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$91 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$72.37 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$168.46 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$253.51 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$203 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$52.46 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$186.73 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$115.47 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$34.5 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$77.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$219,625.64 
NUAI New Era Energy & Digital, Inc.
-3.52%
-$1,700 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$6,194 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$38,669.4 
IBIT iShares Bitcoin Trust
-2.89%
-$38,261.76 
WGMI Valkyrie Bitcoin Miners ETF
-2.67%
-$10,687.8 
ABBV AbbVie Inc.
-2.51%
-$7,518.14 
IBB iShares Biotechnology ETF
-1.87%
-$5,207.86 
NEE NextEra Energy, Inc.
-1.15%
-$2,372.49 
INTC Intel Corporation
-1.02%
-$3,234.54 
EW Edwards Lifesciences Corporation
-0.98%
-$7,998.5 
WULF TeraWulf Inc.
-0.9%
-$1,760 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,471.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,081.75 
AMGN Amgen Inc.
-0.64%
-$1,393.77 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,645.54 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$5,655.68 
IWM iShares Russell 2000 ETF
-0.47%
-$7,799.23 
VGT Vanguard Information Technology ETF
-0.38%
-$1,100.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,153.09 
PAAA PGIM AAA CLO ETF
-0.37%
-$1,984.55 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,657.62 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$6,918.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,236.75 
HBAN Huntington Bancshares Incorporated
-0.23%
-$773.06 
VB Vanguard Small-Cap ETF
-0.22%
-$8,266.91 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,647.79 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$704 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,455.05 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$469.08 
ICVT iShares Convertible Bond ETF
-0.13%
-$247.8 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$459 
MUB iShares National Muni Bond ETF
-0.11%
-$438 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$876.24 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,743.92 
SHYM iShares High Yield Bond ETF
-0.04%
-$417.96 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$321.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$166.58 Events
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Dividends
Dividend Analysis
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| Trades 1691 | Longs Won 1012/1691 59% | Profit Factor 4.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,537.73 |
| Average Win $50,791.84 | Best Trade (Aug 14) $3.77M | Sharpe Ratio -9.59 |
| Average Loss -$15,698.32 | Worst Trade (Aug 02) -$920,566.08 | Z-Score 0.55 (41.5%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w 1d | Expectancy $24,093.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,957 | $1.67M | $2.77M | - | $1.1M | 65.71% | -7.354% |
| ABBV AbbVie Inc. | 1,162 | $252,723.38 | $291,592.28 | - | $38,868.9 | 15.38% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,947 | $1.65M | $1.65M | - | $314.53 | 0.02% | -0.256% |
| AMGN Amgen Inc. | 562 | $203,511.44 | $216,459.92 | - | $12,948.48 | 6.36% | -0.64% |
| AMLP Alerian MLP ETF | 4,416 | $232,458.24 | $244,293.12 | - | $11,834.88 | 5.09% | +0.894% |
| AMZN Amazon.com Inc | 7,732 | $1.29M | $2.1M | - | $805,474.48 | 62.23% | +15.321% |
| BRCC BRC Inc. | 2,750 | $33,000 | $28,325 | - | -$4,675 | -14.17% | +0.98% |
| BRK-A Berkshire Hathaway Inc. | 1 | $450,662 | $766,600 | - | $315,938 | 70.11% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 1,613 | $539,319.78 | $825,114.02 | - | $285,794.24 | 52.99% | +0.365% |
| CAT Caterpillar Inc. | 540 | $232,050.89 | $439,997.4 | - | $207,946.51 | 89.61% | +0.701% |
| COTY Coty Inc. | 13,750 | $42,350 | $37,812.5 | - | -$4,537.5 | -10.71% | +2.23% |
| CVX Chevron Corporation | 1,461 | $302,280.89 | $287,568.63 | - | -$14,712.26 | -4.87% | +2.35% |
| DGRO iShares Core Dividend Growth ETF | 31,447 | $1.7M | $2.45M | - | $756,664.67 | 44.6% | -0.281% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 4,921 | $384,216.98 | $474,679.66 | - | $90,462.68 | 23.54% | +0.49% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 7,041 | $2.65M | $3.69M | - | $1.04M | 39.17% | +0.539% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 5,710 | $348,534.09 | $385,139.5 | - | $36,605.41 | 10.5% | +0.792% |
| EMLP First Trust North American Energy Infrastructure Fund | 22,647 | $584,206.91 | $995,788.59 | - | $411,581.68 | 70.45% | +0.365% |
| ETN Eaton Corporation plc | 1,150 | $202,644.83 | $477,480.01 | - | $274,835.18 | 135.62% | +7.317% |
| EW Edwards Lifesciences Corporation | 9,410 | $1.18M | $809,918.7 | - | -$370,607.51 | -31.39% | -0.978% |
| FBT First Trust NYSE Arca Biotechnology Index Fund | 815 | $202,030.35 | $199,723.9 | - | -$2,306.45 | -1.14% | -3.008% |
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FAQ
Which stocks have generated the highest profits for Chris M. Denholm?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.13M, Apple Inc - $1.85M, iShares S&P 100 ETF - $1.47M, iShares Core S&P 500 ETF - $1.33M, and ISHARES S&P 500 VALUE ETF - $690,101. 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: iShares Core U.S. Aggregate Bond ETF - $249,158.89, The Walt Disney Company - $215,614.57, iShares ESG Aware MSCI EM ETF - $203,029.12, Super Micro Computer Inc - $141,870.4, and Vanguard Real Estate ETF - $130,646.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris M. Denholm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.93M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $777,291.83, SPDR S&P 500 ETF Trust - $398,783.85, iShares Core U.S. Aggregate Bond ETF - $327,978.3, iShares ESG Aware MSCI EAFE ETF - $298,642.94, and Vanguard Large-Cap Index Fund ETF Shares - $253,244.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris M. Denholm's monthly returns?
Chris M. Denholm's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chris M. Denholm's strategy be considered aggressive or moderate?
Chris M. Denholm's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Chris M. Denholm's strategy?
Chris M. Denholm's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
