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:
31.03%
Gain +0.24%
Monthly
1.26%
Yearly
16.28%
Drawdown
17.23%
$428.96M
Equity
Holdings
$428.96M
Investment
$353.02M
$82.26M
Profit +$780,276.6
Realized
$6.31M
Unrealized
$75.95M
Dividends
$9.21M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$780,276.6
Win %
78%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$418,858.03
Win %
78%
This Month
Compared to last month
Gain
1.54%
Profit
$6.51M
Win %
78%
This Year
Compared to last year
Gain
2.23%
Profit
$9.38M
Win %
77%
PAL Proficient Auto Logistics, Inc.
+6.17%
+$21,745.42 
GE General Electric Company
+2.36%
+$6,651.75 
RTX RTX Corporation
+2.08%
+$9,086.96 
HD The Home Depot, Inc.
+2.05%
+$5,199.43 
PM Philip Morris International Inc.
+2.05%
+$11,529.74 
TTC The Toro Company
+2.04%
+$5,338.89 
PNC The PNC Financial Services Group, Inc.
+2.02%
+$13,619.85 
JPM JPMorgan Chase & Co.
+1.9%
+$7,265.43 
PG Procter & Gamble Co
+1.67%
+$4,321.09 
BA Boeing Company
+1.51%
+$2,659.05 
PPL PPL Corporation
+1.44%
+$13,283.82 
MO Altria Group, Inc.
+1.34%
+$9,135.72 
RCL Royal Caribbean Group
+1.31%
+$2,991.44 
AXP American Express Company
+1.28%
+$4,610.32 
WMT Walmart Inc.
+1.28%
+$6,862.8 
MRK Merck & Co., Inc.
+1.25%
+$6,349.48 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$35,021.54 
HDV iShares Core High Dividend ETF
+1.23%
+$30,660 
TSLA Tesla, Inc.
+1.21%
+$4,609.5 
ED Consolidated Edison, Inc.
+1.15%
+$2,518.74 
TMUS T-Mobile US, Inc.
+1.15%
+$3,551.4 
BRK-A Berkshire Hathaway Inc.
+1.11%
+$17,536.8 
CVX Chevron Corporation
+1.11%
+$6,879.3 
JNJ Johnson & Johnson
+1.08%
+$4,354.35 
MCD McDonald's Corporation
+1.07%
+$2,114.53 
IFRA iShares U.S. Infrastructure
+1.03%
+$4,500.99 
AMP Ameriprise Financial, Inc.
+1.02%
+$2,945.81 
FNDF Schwab Fundamental International Large Company Index ETF
+1%
+$20,791.08 
CB Chubb Limited
+1%
+$7,318.08 
AVDE Avantis International Equity ETF
+0.97%
+$257,155.47 
SCHD Schwab U.S. Dividend Equity ETF
+0.97%
+$94,116.9 
DIVB iShares Core Dividend ETF
+0.91%
+$8,386.74 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$2,594.37 
IQLT iShares MSCI International Quality Factor ETF
+0.9%
+$59,366.7 
LLY Eli Lilly and Company
+0.89%
+$9,015.3 
EFA iShares MSCI EAFE ETF
+0.84%
+$3,109.75 
GEV GE Vernova Inc.
+0.83%
+$3,287.37 
FDBC Fidelity D&D Bancorp Inc.
+0.83%
+$17,396.64 
T AT&T Inc.
+0.83%
+$2,437.11 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$2,495.36 
INMU iShares Intermediate Muni Income Active ETF
+0.78%
+$1,936.44 
XLRE The Real Estate Select Sector SPDR Fund
+0.77%
+$5,060.57 
VZ Verizon Communications Inc.
+0.76%
+$3,128.57 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$22,991.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.73%
+$2,567.85 
XMHQ Invesco S&P MidCap Quality ETF
+0.73%
+$84,680.4 
VTV Vanguard Value ETF
+0.71%
+$11,454.98 
AAPL Apple Inc.
+0.7%
+$171,395.64 
VDE Vanguard Energy ETF
+0.69%
+$2,801.6 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.62%
+$18,880.29 
SPGP Invesco S&P 500 GARP ETF
+0.6%
+$1,970.53 
GWW W.W. Grainger, Inc.
+0.6%
+$8,607.56 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.59%
+$10,125 
WPC W. P. Carey Inc.
+0.59%
+$3,814.44 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$3,053.57 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.58%
+$6,904.32 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$7,577.25 
RDVY First Trust Rising Dividend Achievers ETF
+0.55%
+$374,394.06 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.52%
+$8,592.14 
IWN iShares Russell 2000 Value ETF
+0.51%
+$2,640.6 
CAT Caterpillar Inc.
+0.49%
+$5,721.85 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.49%
+$2,006.4 
IWS iShares Russell Mid-Cap Value ETF
+0.49%
+$2,156.22 
XOM Exxon Mobil Corporation
+0.48%
+$4,557.89 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.37%
+$834.96 
IJH iShares Core S&P Mid-Cap ETF
+0.34%
+$1,966.01 
BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust
+0.34%
+$963.82 
SCHM Schwab U.S. Mid-Cap ETF
+0.32%
+$3,781.25 
GLD SPDR Gold Shares
+0.31%
+$2,147.6 
IAU iShares Gold Trust
+0.31%
+$1,029.6 
VO Vanguard Mid-Cap ETF
+0.27%
+$3,451.18 
FSMD Fidelity Small-Mid Multifactor ETF
+0.25%
+$44,571.87 
QUAL iShares MSCI USA Quality Factor ETF
+0.19%
+$771.8 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.15%
+$315.42 
VGLT Vanguard Long-Term Treasury Fund
+0.15%
+$375.15 
OBDC Blue Owl Capital Corporation
+0.14%
+$376.67 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$770.46 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$409.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$975.88 
ADI Analog Devices, Inc.
+0.12%
+$758.5 
VB Vanguard Small-Cap ETF
+0.11%
+$4,544.19 
JHMM John Hancock Multifactor Mid Cap ETF
+0.1%
+$545.31 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$107.11 
MNA NYLI Merger Arbitrage ETF
+0.03%
+$262.62 
VTEB Vanguard Tax-Exempt Bond ETF
+0.01%
+$34.1 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CVRT Calamos Convertible Equity Alternative ETF
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 2987
298736AL3
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$20,406.02 
PLTR Palantir Technologies Inc.
-3.64%
-$20,761.2 
AMD Advanced Micro Devices, Inc.
-3.62%
-$48,840 
GLW Corning Incorporated
-3.17%
-$4,881.67 
SOXX iShares Semiconductor ETF
-2.25%
-$20,045.01 
QCOM QUALCOMM Incorporated
-2.18%
-$5,846.91 
IGV iShares Expanded Tech-Software Sector ETF
-2.1%
-$40,109.7 
SMH VanEck Semiconductor ETF
-1.89%
-$53,866.71 
AVGO Broadcom Inc.
-1.79%
-$8,924.74 
XLK State Street Technology Select Sector SPDR ETF
-1.46%
-$20,026.56 
GOOGL Alphabet Inc
-1.39%
-$11,819.45 
VGT Vanguard Information Technology ETF
-1.3%
-$18,568.02 
CWB SPDR Bloomberg Convertible Securities ETF
-1.22%
-$3,064.45 
MPC Marathon Petroleum Corporation
-1.15%
-$41,415.08 
META Meta Platforms Inc Class A
-1.14%
-$24,998.89 
GOOG Alphabet Inc
-1.14%
-$8,260.86 
OTF Blue Owl Technology Finance Corp.
-1.06%
-$1,355.8 
FSCO FS Credit Opportunities Corp.
-0.97%
-$1,417.8 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$160,771.26 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$2,317.32 
IWY iShares Russell Top 200 Growth ETF
-0.74%
-$15,763.8 
NOW ServiceNow, Inc.
-0.68%
-$2,446.17 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$2,209.12 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.62%
-$1,814.15 
VUG Vanguard Growth ETF
-0.61%
-$2,802.39 
FSK FS KKR Capital Corp.
-0.61%
-$1,509.69 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.58%
-$2,145.58 
CLSE Convergence Long/Short Equity Fund
-0.56%
-$81,470.67 
VOOG Vanguard S&P 500 Growth ETF
-0.54%
-$13,203.38 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-0.5%
-$1,151.55 
VOT Vanguard Mid-Cap Growth ETF
-0.47%
-$1,898.4 
AMZN Amazon.com Inc
-0.45%
-$9,846.21 
NVDA NVIDIA Corporation
-0.45%
-$17,834.42 
MSFT Microsoft Corp.
-0.34%
-$22,111.2 
SMB VanEck Short Muni ETF
-0.23%
-$870.56 
FALN iShares Fallen Angels USD Bond ETF
-0.21%
-$625.51 
MUST Columbia Multi-Sector Municipal Income ETF
-0.2%
-$578.36 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.15%
-$2,621.22 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.15%
-$712.92 
ACIO Aptus Collared Investment Opportunity ETF
-0.14%
-$300.37 
HYDB iShares High Yield Systematic Bond ETF
-0.13%
-$26,299.92 
EQIX Equinix, Inc.
-0.13%
-$346.8 
IBM International Business Machines Corporation
-0.1%
-$206.31 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.06%
-$770.26 
VOO Vanguard S&P 500 ETF
-0.06%
-$17,785.37 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.06%
-$183.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$35,795.3 
IVV iShares Core S&P 500 ETF
-0.05%
-$505.64 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$2,303.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.04%
-$572.93 
GTLS Chart Industries Inc.
-0.01%
-$10 Events
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Dividends
Dividend Analysis
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| Trades 694 | Longs Won 517/694 74% | Profit Factor 17.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $554,031.17 |
| Average Win $168,557.16 | Best Trade (Oct 16) $6.94M | Sharpe Ratio -10.18 |
| Average Loss -$27,596.84 | Worst Trade (Oct 14) -$349,590.38 | Z-Score 13.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $118,529.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2987 298736AL3 | 11,000 | $10,943 | $10,943 | - | - | - | 0.0 |
| AAPL Apple Inc. | 71,864 | $17.54M | $24.75M | - | $7.21M | 41.1% | +0.697% |
| ACIO Aptus Collared Investment Opportunity ETF | 4,621 | $191,309.83 | $218,180.51 | - | $26,870.68 | 14.05% | -0.137% |
| ADI Analog Devices, Inc. | 1,548 | $372,541.52 | $626,073.12 | - | $253,531.6 | 68.05% | +0.121% |
| AMD Advanced Micro Devices, Inc. | 2,400 | $290,970.32 | $1.3M | - | $1.01M | 346.96% | -3.62% |
| AMP Ameriprise Financial, Inc. | 572 | $312,286.23 | $290,421.56 | - | -$21,864.67 | -7% | +1.025% |
| AMZN Amazon.com Inc | 8,562 | $1.96M | $2.17M | - | $216,093.47 | 11.05% | -0.451% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 17,823 | $516,332.21 | $488,884.89 | - | -$27,447.32 | -5.32% | -0.146% |
| AVDE Avantis International Equity ETF | 295,581 | $24.57M | $26.83M | - | $2.26M | 9.18% | +0.968% |
| AVGO Broadcom Inc. | 1,450 | $368,131.3 | $490,353.75 | - | $122,222.45 | 33.2% | -1.788% |
| AXP American Express Company | 1,144 | $355,787.23 | $363,677.6 | - | $7,890.37 | 2.22% | +1.284% |
| BA Boeing Company | 933 | $201,967 | $178,744.14 | - | -$23,222.86 | -11.5% | +1.51% |
| BND Vanguard Total Bond Market Index Fund | 7,886 | $571,971.54 | $559,178.12 | - | -$12,793.42 | -2.24% | +0.138% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.36M | $1.6M | - | $234,668.78 | 17.23% | +1.111% |
| BRK-B Berkshire Hathaway Inc. | 5,355 | $2.43M | $2.85M | - | $421,683.86 | 17.37% | +1.244% |
| BUI BlackRock Utilities, Infrastructure & Power Opportunities Trust | 11,339 | $270,857.14 | $287,727.12 | - | $16,869.98 | 6.23% | +0.336% |
| CAT Caterpillar Inc. | 1,585 | $557,895.68 | $1.17M | - | $613,815.57 | 110.02% | +0.491% |
| CB Chubb Limited | 2,079 | $553,621.79 | $740,768.49 | - | $187,146.7 | 33.8% | +0.998% |
| CLSE Convergence Long/Short Equity Fund | 428,793 | $11.79M | $14.52M | - | $2.72M | 23.1% | -0.558% |
| CRWD CrowdStrike Holdings, Inc. | 1,900 | $362,491.5 | $444,277 | - | $81,785.5 | 22.56% | -4.391% |
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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 - $2.89M, iShares MSCI International Quality Factor ETF - $2.81M, iShares High Yield Systematic Bond ETF - $1.17M, Schwab U.S. Dividend Equity ETF - $793,011.38, and First Trust Rising Dividend Achievers ETF - $681,863.33. 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 - $100,908.58, 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 $9.21M earned over time. The largest contributors to dividend income include iShares High Yield Systematic Bond ETF - $1.17M, Schwab U.S. Dividend Equity ETF - $787,122.08, Vanguard S&P 500 ETF - $776,139.43, First Trust Rising Dividend Achievers ETF - $681,863.33, 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.
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