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:
2.1%
Gain
Monthly
0.11%
Yearly
1.36%
Drawdown
20.33%
$407.41M
Equity
Holdings
$407.41M
Investment
$339.26M
$73.81M
Profit -$2.15M
Realized
$5.66M
Unrealized
$68.15M
Dividends
$7.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.15M
Win %
82%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.76M
Win %
82%
This Month
Compared to last month
Gain
0.04%
Profit
$145,702.25
Win %
82%
This Year
Compared to last year
Gain
13.74%
Profit
$49.22M
Win %
81%
CB Chubb Limited
+2.81%
+$20,062.35 
GE General Electric Company
+2.78%
+$8,776.68 
MO Altria Group, Inc.
+2.05%
+$14,256 
MRK Merck & Co., Inc.
+2.01%
+$9,015.56 
JNJ Johnson & Johnson
+1.64%
+$6,421.3 
PM Philip Morris International Inc.
+1.51%
+$9,212.06 
XOM Exxon Mobil Corporation
+1.41%
+$11,123.3 
CVX Chevron Corporation
+1.37%
+$7,143.23 
VZ Verizon Communications Inc.
+1.19%
+$5,158.92 
RTX RTX Corporation
+1.16%
+$5,269.5 
LLY Eli Lilly and Company
+1.06%
+$9,792.62 
GEV GE Vernova Inc.
+0.96%
+$4,213.88 
GLD SPDR Gold Shares
+0.94%
+$6,399.12 
IAU iShares Gold Trust
+0.94%
+$3,003 
EQIX Equinix, Inc.
+0.93%
+$2,571.93 
T AT&T Inc.
+0.92%
+$2,634.49 
MPC Marathon Petroleum Corporation
+0.92%
+$21,243.06 
TMUS T-Mobile US, Inc.
+0.91%
+$3,474.24 
BRK-A Berkshire Hathaway Inc.
+0.87%
+$12,900.1 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$20,524.86 
VDE Vanguard Energy ETF
+0.77%
+$1,862.52 
WMT Walmart Inc.
+0.77%
+$3,486.9 
WPC W. P. Carey Inc.
+0.73%
+$5,451.6 
FSCO FS Credit Opportunities Corp.
+0.72%
+$992.46 
FDBC Fidelity D&D Bancorp Inc.
+0.68%
+$13,047.48 
CAT Caterpillar Inc.
+0.64%
+$8,844.3 
HDV iShares Core High Dividend ETF
+0.55%
+$13,010.7 
ED Consolidated Edison, Inc.
+0.51%
+$1,150 
VGLT Vanguard Long-Term Treasury Fund
+0.42%
+$1,752.08 
JPM JPMorgan Chase & Co.
+0.41%
+$1,573.59 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.4%
+$1,082.29 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$2,333.1 
PG Procter & Gamble Co
+0.28%
+$819.42 
VTV Vanguard Value ETF
+0.2%
+$3,087.41 
GWW W.W. Grainger, Inc.
+0.15%
+$2,221.41 
AAPL Apple Inc.
+0.14%
+$34,427.28 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$1,148.74 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$336.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$8,905.74 
SMB VanEck Short Muni ETF
+0.09%
+$326.43 
MNA NYLI Merger Arbitrage ETF
+0.06%
+$628.21 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$1,798.66 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$469.89 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.03%
+$89.83 
DGRO iShares Core Dividend Growth ETF
+0.03%
+$77.98 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$206.44 
298736AL3
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
MUST Columbia Multi-Sector Municipal Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.12%
-$101,975.64 
PAL Proficient Auto Logistics, Inc.
-3.92%
-$18,652.8 
IBM International Business Machines Corporation
-3.71%
-$7,707.24 
TSLA Tesla, Inc.
-2.86%
-$13,942.27 
PLTR Palantir Technologies Inc.
-2.45%
-$9,261.38 
MSFT Microsoft Corp.
-2.26%
-$108,903.49 
SMH VanEck Semiconductor ETF
-2.22%
-$64,349.38 
KO The Coca-Cola Company
-2.21%
-$5,658.8 
RCL Royal Caribbean Group
-2.12%
-$5,175.05 
SOXX iShares Semiconductor ETF
-2.07%
-$18,989.05 
TTC The Toro Company
-1.93%
-$4,808.15 
VWO Vanguard FTSE Emerging Markets ETF
-1.87%
-$8,663.6 
GOOG Alphabet Inc
-1.86%
-$13,803.59 
GOOGL Alphabet Inc
-1.82%
-$15,762.42 
AMD Advanced Micro Devices, Inc.
-1.71%
-$23,085 
FSK FS KKR Capital Corp.
-1.67%
-$6,109.81 
ADI Analog Devices, Inc.
-1.66%
-$11,188.8 
QCOM QUALCOMM Incorporated
-1.61%
-$4,271.66 
OBDC Blue Owl Capital Corporation
-1.56%
-$4,394.43 
MGK Vanguard Mega Cap Growth ETF
-1.56%
-$4,455 
AXP American Express Company
-1.53%
-$6,353.97 
VUG Vanguard Growth ETF
-1.44%
-$6,427.5 
NVDA NVIDIA Corporation
-1.41%
-$57,967.12 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$212,837.96 
IWY iShares Russell Top 200 Growth ETF
-1.4%
-$29,113.92 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.29%
-$4,591.87 
IGV iShares Expanded Tech-Software Sector ETF
-1.28%
-$22,486.8 
VOOG Vanguard S&P 500 Growth ETF
-1.22%
-$29,904 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$15,382.79 
ADP Automatic Data Processing Inc.
-1.15%
-$10,146.88 
AVGO Broadcom Inc.
-1.12%
-$9,764.48 
VGT Vanguard Information Technology ETF
-1.08%
-$10,725.6 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$4,285.76 
NOW ServiceNow, Inc.
-1.01%
-$2,554.16 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.97%
-$2,501.7 
MOAT VanEck Morningstar Wide Moat Fund
-0.87%
-$3,082.26 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$12,623.75 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.84%
-$11,878.56 
VOT Vanguard Mid-Cap Growth ETF
-0.79%
-$3,173.04 
IWN iShares Russell 2000 Value ETF
-0.76%
-$4,180.95 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.75%
-$14,940.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$435,315.4 
VOO Vanguard S&P 500 ETF
-0.73%
-$228,307.32 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$34,870.4 
IVV iShares Core S&P 500 ETF
-0.72%
-$6,561.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$9,153.44 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$8,402.4 
VB Vanguard Small-Cap ETF
-0.69%
-$30,724.44 
ACIO Aptus Collared Investment Opportunity ETF
-0.68%
-$1,632.96 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.65%
-$12,930 
AVDE Avantis International Equity ETF
-0.62%
-$145,778.52 
SPGP Invesco S&P 500 GARP ETF
-0.61%
-$2,010.2 
IEFA iShares Core MSCI EAFE ETF
-0.6%
-$1,811.74 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$4,582.98 
AMZN Amazon.com Inc
-0.6%
-$12,828 
FSMD Fidelity Small-Mid Multifactor ETF
-0.6%
-$96,878.68 
IWR iShares Russell Mid-Cap ETF
-0.59%
-$1,773.2 
HD The Home Depot, Inc.
-0.59%
-$1,697.36 
XMHQ Invesco S&P MidCap Quality ETF
-0.58%
-$60,376.59 
JHMM John Hancock Multifactor Mid Cap ETF
-0.56%
-$3,503.84 
PNC The PNC Financial Services Group, Inc.
-0.53%
-$4,233.6 
EFA iShares MSCI EAFE ETF
-0.52%
-$2,015.28 
RDVY First Trust Rising Dividend Achievers ETF
-0.5%
-$322,129.6 
IWS iShares Russell Mid-Cap Value ETF
-0.47%
-$2,076.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$1,699.98 
CWB SPDR Bloomberg Convertible Securities ETF
-0.35%
-$934.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.35%
-$5,984.12 
AMP Ameriprise Financial, Inc.
-0.35%
-$1,069.64 
MCD McDonald's Corporation
-0.33%
-$743.4 
CVRT Calamos Convertible Equity Alternative ETF
-0.3%
-$1,678.8 
VO Vanguard Mid-Cap ETF
-0.28%
-$3,679.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.25%
-$6,539.94 
DIVB iShares Core Dividend ETF
-0.24%
-$2,096.68 
INMU iShares Intermediate Muni Income Active ETF
-0.23%
-$591.69 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$815.1 
IFRA iShares U.S. Infrastructure
-0.19%
-$923.28 
PPL PPL Corporation
-0.18%
-$1,728.09 
CLSE Convergence Long/Short Equity Fund
-0.18%
-$23,227.86 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$1,316.22 
IQLT iShares MSCI International Quality Factor ETF
-0.16%
-$11,669.2 
HMOP Hartford Municipal Opportunities ETF
-0.15%
-$395.88 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$2,896.12 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$1,890 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$375.05 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$260.93 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$17,735.76 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$370.8 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$135.18 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.03%
-$185.97 
FALN iShares Fallen Angels USD Bond ETF
-0.02%
-$56.87 
GTLS Chart Industries Inc.
-0.01%
-$10.01 Events
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Dividends
Dividend Analysis
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| Trades 593 | Longs Won 450/593 75% | Profit Factor 26.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $533,155.25 |
| Average Win $170,506.39 | Best Trade (Jul 17) $6.25M | Sharpe Ratio -10.13 |
| Average Loss -$20,426.21 | Worst Trade (Jul 10) -$361,851.84 | Z-Score 14.55 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $124,463.62 |
| 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 | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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