AH
Allen Hamilton Portfolio
Invests via Liberty Square Wealth Partners LLC | Managed by Allen Hamilton, Gerald Camera
Invests via Liberty Square Wealth Partners LLC
Managed by Allen Hamilton, Gerald Camera
Automatically Tracked
Seasoned investor and operating executive focused on growth-stage technology and services companies. Allen Hamilton brings experience across corporate strategy, M&A, and board roles, advising CEOs on scaling operations and capital strategy. Background spans operating leadership, private equity and venture investing, with emphasis on revenue growth, go-to-market execution and margin expansion. Frequently active in board governance and capital raise processes; profiles well for portfolio roles in TMT, SaaS and business services. Education combines business and technical studies, complementing hands-on operating expertise. Market-oriented profile useful to LPs and corporates seeking experienced independent director or growth investor.
Seasoned investor and operating executive focused on growth-stage technology and services companies. Allen Hamilton brings experience across corporate strategy, M&A, and board roles, advising CEOs on scaling operations and capital strategy. Background spans operating leadership, private equity and venture investing, with emphasis on revenue growth, go-to-market execution and margin expansion. Frequently active in board governance and capital raise processes; profiles well for portfolio roles in TMT, SaaS and business services. Education combines business and technical studies, complementing hands-on operating expertise. Market-oriented profile useful to LPs and corporates seeking experienced independent director or growth investor.
Investment Philosophy & Strategy
Focuses on growth-stage technology and services companies, privileging scalable SaaS and business‑services models where go‑to‑market optimization and margin expansion unlock value. Deploys a hands‑on, operationally driven capital allocation approach that balances disciplined capital efficiency with growth reinvestment, preferring 3–7 year horizons. Underwrites opportunities through KPIs tied to revenue velocity and unit economics, assumes active board/strategic roles to drive execution, portfolio concentration moderate with emphasis on governance and exit optionality.
Focuses on growth-stage technology and services companies, privileging scalable SaaS and business‑services models where go‑to‑market optimization and margin expansion unlock value. Deploys a hands‑on, operationally driven capital allocation approach that balances disciplined capital efficiency with growth reinvestment, preferring 3–7 year horizons. Underwrites opportunities through KPIs tied to revenue velocity and unit economics, assumes active board/strategic roles to drive execution, portfolio concentration moderate with emphasis on governance and exit optionality.
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:
30.92%
Gain -0.01%
Monthly
1.36%
Yearly
17.55%
Drawdown
17.23%
$428.86M
Equity
Holdings
$428.86M
Investment
$353.02M
$82.16M
Profit +$33,228.76
Realized
$6.31M
Unrealized
$75.85M
Dividends
$8.13M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
$33,228.76
Win %
80%
This Week
Compared To Last Week
Gain
0.01%
Profit
$33,228.76
Win %
80%
This Month
Compared to last month
Gain
2.39%
Profit
$10.03M
Win %
80%
This Year
Compared to last year
Gain
2.21%
Profit
$9.28M
Win %
79%
MPC Marathon Petroleum Corporation
+7.42%
+$166,563.52 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$40,458.48 
NOW ServiceNow, Inc.
+2.05%
+$6,169.6 
MRK Merck & Co., Inc.
+1.82%
+$8,208.72 
GLD SPDR Gold Shares
+1.02%
+$7,407.4 
AMP Ameriprise Financial, Inc.
+1%
+$3,174.61 
GOOGL Alphabet Inc
+0.91%
+$7,847.16 
WMT Walmart Inc.
+0.72%
+$3,693.6 
TSLA Tesla, Inc.
+0.7%
+$2,415.01 
JPM JPMorgan Chase & Co.
+0.64%
+$2,581 
RTX RTX Corporation
+0.49%
+$2,552.78 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$285.67 
FSCO FS Credit Opportunities Corp.
+0.1%
+$141.78 
SPGP Invesco S&P 500 GARP ETF
+0.04%
+$145.5 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$186.34 
VDE Vanguard Energy ETF
+0.03%
+$110.3 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$81.84 
AMD Advanced Micro Devices, Inc.
+0.03%
+$288.05 
XMHQ Invesco S&P MidCap Quality ETF
+0.03%
+$3,024.3 
T AT&T Inc.
+0.02%
+$62.49 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$58.48 
SMH VanEck Semiconductor ETF
+0.02%
+$571.62 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$58.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$50.35 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$175.02 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.01%
+$232.22 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$77.86 
IVV iShares Core S&P 500 ETF
+0.01%
+$72.24 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$101.13 
VTV Vanguard Value ETF
+0.01%
+$109.09 
QCOM QUALCOMM Incorporated
+0.01%
+$15.05 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$39.32 
CAT Caterpillar Inc.
+0.01%
+$63.37 
MCD McDonald's Corporation
0%
+$4.07 
CB Chubb Limited
0%
$0 
FDBC Fidelity D&D Bancorp Inc.
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
CLSE Convergence Long/Short Equity Fund
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
MNA NYLI Merger Arbitrage ETF
0%
-$2.63 
MUST Columbia Multi-Sector Municipal Income ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
PAL Proficient Auto Logistics, Inc.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
OTF Blue Owl Technology Finance Corp.
0%
$0 2987
298736AL3
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
GLW Corning Incorporated
-4.78%
-$8,807.03 
NVDA NVIDIA Corporation
-2.86%
-$117,854.44 
SOXX iShares Semiconductor ETF
-2.56%
-$24,026.31 
PM Philip Morris International Inc.
-1.88%
-$10,063.86 
AAPL Apple Inc.
-1.62%
-$364,350.48 
ADI Analog Devices, Inc.
-1.54%
-$9,295.72 
VGT Vanguard Information Technology ETF
-0.99%
-$14,013.6 
BA Boeing Company
-0.69%
-$1,520.79 
AXP American Express Company
-0.6%
-$2,345.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$7,572.48 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$6,875 
EFA iShares MSCI EAFE ETF
-0.5%
-$1,919.16 
AVDE Avantis International Equity ETF
-0.45%
-$124,144.02 
IBM International Business Machines Corporation
-0.41%
-$870.09 
CVRT Calamos Convertible Equity Alternative ETF
-0.32%
-$1,864.8 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.21%
-$1,069.38 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.19%
-$3,557.37 
FSMD Fidelity Small-Mid Multifactor ETF
-0.1%
-$17,828.75 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
-0.07%
-$226.78 
XOM Exxon Mobil Corporation
-0.06%
-$515.38 
AVGO Broadcom Inc.
-0.06%
-$340.78 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$1,155.06 
LLY Eli Lilly and Company
-0.05%
-$510.3 
META Meta Platforms Inc Class A
-0.05%
-$846.09 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$375.72 
VB Vanguard Small-Cap ETF
-0.05%
-$2,019.44 
ACIO Aptus Collared Investment Opportunity ETF
-0.04%
-$92.42 
INMU iShares Intermediate Muni Income Active ETF
-0.04%
-$107.58 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.04%
-$90.12 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$380.06 
MO Altria Group, Inc.
-0.04%
-$230.7 
GWW W.W. Grainger, Inc.
-0.03%
-$421.22 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$1,394.55 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$2,852.01 
SMB VanEck Short Muni ETF
-0.03%
-$108.82 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$122.04 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$586.71 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$102.61 
JHMM John Hancock Multifactor Mid Cap ETF
-0.03%
-$155.8 
GOOG Alphabet Inc
-0.02%
-$168.14 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$574.06 
VZ Verizon Communications Inc.
-0.02%
-$93.41 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.02%
-$55.83 
MSFT Microsoft Corp.
-0.02%
-$1,194.96 
GEV GE Vernova Inc.
-0.02%
-$85 
IQLT iShares MSCI International Quality Factor ETF
-0.02%
-$1,319.26 
PG Procter & Gamble Co
-0.02%
-$41.06 
TMUS T-Mobile US, Inc.
-0.02%
-$59.19 
EQIX Equinix, Inc.
-0.02%
-$46.25 
AMZN Amazon.com Inc
-0.01%
-$342.57 
VOO Vanguard S&P 500 ETF
-0.01%
-$4,773.54 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$57 
WPC W. P. Carey Inc.
-0.01%
-$100.38 
IAU iShares Gold Trust
-0.01%
-$42.9 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$64.74 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$32.41 
VUG Vanguard Growth ETF
-0.01%
-$51.42 
TTC The Toro Company
-0.01%
-$25.98 
ED Consolidated Edison, Inc.
-0.01%
-$19.99 
GE General Electric Company
-0.01%
-$27.15 
HD The Home Depot, Inc.
-0.01%
-$24.72 
RCL Royal Caribbean Group
-0.01%
-$16.27 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$194.02 
PLTR Palantir Technologies Inc.
-0.01%
-$28.42 
CVX Chevron Corporation
-0.01%
-$28.31 
JNJ Johnson & Johnson
0%
-$15.92 
IWN iShares Russell 2000 Value ETF
0%
-$24.47 
QQQ Invesco QQQ Trust, Series 1
0%
-$350.34 
JSMD Janus Small-Mid Cap Growth Alpha Fund
0%
-$1.28 Events
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Dividends
Dividend Analysis
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| Trades 694 | Longs Won 526/694 75% | Profit Factor 24.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $524,335.41 |
| Average Win $162,869.04 | Best Trade (Aug 17) $7.16M | Sharpe Ratio -10.18 |
| Average Loss -$20,886.72 | Worst Trade (Jun 29) -$299,992.54 | Z-Score 14.48 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $118,386.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2987 298736AL3 | 11,000 | $10,943 | $10,943 | - | - | - | 0.0 |
| AAPL Apple Inc. | 71,864 | $17.54M | $22.15M | - | $4.61M | 26.3% | -1.618% |
| ACIO Aptus Collared Investment Opportunity ETF | 4,621 | $191,309.83 | $219,266.45 | - | $27,956.62 | 14.61% | -0.042% |
| ADI Analog Devices, Inc. | 1,548 | $372,541.52 | $594,315.9 | - | $221,774.38 | 59.53% | -1.54% |
| AMD Advanced Micro Devices, Inc. | 2,400 | $290,970.32 | $1.16M | - | $869,381.7 | 298.79% | +0.025% |
| AMP Ameriprise Financial, Inc. | 572 | $312,286.23 | $318,907.16 | - | $6,620.93 | 2.12% | +1.005% |
| AMZN Amazon.com Inc | 8,562 | $1.96M | $2.35M | - | $394,439.93 | 20.17% | -0.015% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 17,823 | $516,332.21 | $516,154.08 | - | -$178.13 | -0.03% | -0.207% |
| AVDE Avantis International Equity ETF | 295,581 | $24.57M | $27.65M | - | $3.07M | 12.51% | -0.447% |
| AVGO Broadcom Inc. | 1,450 | $368,131.3 | $619,911.24 | - | $251,779.94 | 68.39% | -0.055% |
| AXP American Express Company | 1,144 | $355,787.23 | $387,655.84 | - | $31,868.61 | 8.96% | -0.601% |
| BA Boeing Company | 933 | $201,967 | $217,193.07 | - | $15,226.07 | 7.54% | -0.695% |
| BND Vanguard Total Bond Market Index Fund | 7,886 | $571,971.54 | $570,946.4 | - | -$1,025.14 | -0.18% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.36M | $1.56M | - | $198,332 | 14.56% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 5,355 | $2.43M | $2.79M | - | $365,884.92 | 15.07% | 0.0 |
| BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 11,339 | $270,857.14 | $305,359.27 | - | $34,502.13 | 12.74% | -0.074% |
| CAT Caterpillar Inc. | 1,585 | $557,895.68 | $1.33M | - | $777,038.84 | 139.28% | +0.005% |
| CB Chubb Limited | 2,079 | $553,621.79 | $728,294.49 | - | $174,672.7 | 31.55% | 0.0 |
| CLSE Convergence Long/Short Equity Fund | 428,793 | $11.79M | $14.38M | - | $2.58M | 21.9% | 0.0 |
| CRWD CrowdStrike Holdings, Inc. | 1,900 | $362,491.5 | $407,341 | - | $44,849.5 | 12.37% | -0.014% |
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FAQ
Which stocks have generated the highest profits for Allen Hamilton?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.81M, iShares MSCI International Quality Factor ETF - $2.81M, iShares High Yield Systematic Bond ETF - $1.06M, Schwab U.S. Dividend Equity ETF - $717,005.31, and First Trust Rising Dividend Achievers ETF - $551,040.58. 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: Automatic Data Processing Inc - $272,456.94, FS KKR Capital Corp - $111,128.02, Oracle Corporation - $87,438.57, Lowe's Companies Inc - $86,358.7, and Tesla, Inc - $66,575.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Allen Hamilton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.13M earned over time. The largest contributors to dividend income include iShares High Yield Systematic Bond ETF - $1.06M, Schwab U.S. Dividend Equity ETF - $711,116.01, Vanguard S&P 500 ETF - $697,075.04, First Trust Rising Dividend Achievers ETF - $551,040.58, and iShares MSCI International Quality Factor ETF - $490,286.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Allen Hamilton's monthly returns?
Allen Hamilton'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 Allen Hamilton's strategy be considered aggressive or moderate?
Allen Hamilton'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 Allen Hamilton's strategy?
Allen Hamilton'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.
