Thomas Hood Portfolio
Invests via Alternative Investment Advisors, LLC. | Managed by Thomas W. Hood, Jeffrey M. Skraban
Invests via Alternative Investment Advisors, LLC.
Managed by Thomas W. Hood, Jeffrey M. Skraban
Automatically Tracked
Thomas Hood Profile
Veteran private-markets investor and operator focused on growth-stage technology and fintech companies, with experience in sourcing, diligence and board-level oversight. Thomas Hood combines operational leadership in scaling SaaS teams with investment roles in venture and growth funds, advising CEOs on go-to-market and capital strategy. Market-facing strengths include deal structuring, portfolio value creation and cross-border expansion support.
Veteran private-markets investor and operator focused on growth-stage technology and fintech companies, with experience in sourcing, diligence and board-level oversight. Thomas Hood combines operational leadership in scaling SaaS teams with investment roles in venture and growth funds, advising CEOs on go-to-market and capital strategy. Market-facing strengths include deal structuring, portfolio value creation and cross-border expansion support.
Investment Philosophy & Strategy
Targets growth-stage technology and fintech firms, prioritizing durable go-to-market advantages and unit-economics improvement. Allocates capital with concentrated, stage-aware bets complemented by follow-on reserves; favors board or advisory roles to drive operational milestones over passive stakes. Time horizon is multi-year growth realization with active value creation through sales scaling, metrics-driven churn reduction and capital efficiency. Risk framework balances downside protection via structured terms and staged capital tranches with upside capture from cross-border expansion and SaaS scale effects.
Targets growth-stage technology and fintech firms, prioritizing durable go-to-market advantages and unit-economics improvement. Allocates capital with concentrated, stage-aware bets complemented by follow-on reserves; favors board or advisory roles to drive operational milestones over passive stakes. Time horizon is multi-year growth realization with active value creation through sales scaling, metrics-driven churn reduction and capital efficiency. Risk framework balances downside protection via structured terms and staged capital tranches with upside capture from cross-border expansion and SaaS scale effects.
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:
68.29%
Gain -1.1%
Monthly
1.5%
Yearly
19.51%
Drawdown
17.01%
$264.49M
Equity
Holdings
$264.49M
Investment
$191.76M
$91.11M
Profit -$2.22M
Realized
$18.37M
Unrealized
$72.73M
Dividends
$10.98M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$2.22M
Win %
77%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$2.88M
Win %
77%
This Month
Compared to last month
Gain
-0.83%
Profit
-$2.22M
Win %
77%
This Year
Compared to last year
Gain
2.39%
Profit
$6.17M
Win %
76%
DVLT Datavault AI Inc.
+5.71%
+$287.2 
DE Deere & Company
+3.9%
+$30,012.16 
CVX Chevron Corporation
+2.12%
+$5,837.92 
NVDA NVIDIA Corporation
+1.49%
+$71,085.84 
AVGO Broadcom Inc.
+0.42%
+$7,706.55 
PANW Palo Alto Networks, Inc.
+0.04%
+$90.94 
BINC iShares Flexible Income Active ETF
+0.04%
+$5,135.02 
CASY Casey's General Stores Inc.
+0.03%
+$69.61 
MSFT Microsoft Corp.
+0.03%
+$949.98 
SNDK SanDisk Corporation
+0.02%
+$33.01 
ADBE Adobe Inc.
+0.02%
+$613.08 
BILL Bill Holdings Inc.
+0.02%
+$692.57 
WMT Walmart Inc.
+0.02%
+$85 
SLV iShares Silver Trust
+0.02%
+$103.42 
VOOG Vanguard S&P 500 Growth ETF
+0.01%
+$25.8 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$27.27 
KLAC KLA Corporation
+0.01%
+$13.31 
OEF iShares S&P 100 ETF
+0.01%
+$942.36 
IVV iShares Core S&P 500 ETF
+0.01%
+$9,216.48 
IBM International Business Machines Corporation
0%
+$108.61 
TSLA Tesla, Inc.
0%
+$7.97 
ED Consolidated Edison, Inc.
0%
$0 
GERN Geron Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
OTTR Otter Tail Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SSO ProShares Ultra S&P500
0%
$0 
TQQQ ProShares UltraPro QQQ
0%
-$0.66 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-2.09%
-$44,446.36 
KO The Coca-Cola Company
-1.1%
-$1,347.39 
AAPL Apple Inc.
-0.89%
-$20,317.72 
NFLX Netflix, Inc.
-0.82%
-$2,164.1 
GEVO Gevo Inc.
-0.6%
-$595.74 
JPM JPMorgan Chase & Co.
-0.45%
-$1,665.6 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$2,532.28 
APPF Appfolio Inc.
-0.12%
-$3,643.21 
GLW Corning Incorporated
-0.08%
-$117.96 
SCHD Schwab U.S. Dividend Equity ETF
-0.06%
-$149.44 
GVI iShares Intermediate Government Bond ETF
-0.05%
-$112.3 
NEM Newmont Corporation
-0.05%
-$48.54 
T AT&T Inc.
-0.04%
-$98.61 
ACN Accenture plc Class A
-0.04%
-$860.63 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.04%
-$3,664.55 
SCHX Schwab U.S. Large-Cap ETF
-0.03%
-$346.05 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.02%
-$200.28 
MU Micron Technology, Inc.
-0.02%
-$94.05 
GLD SPDR Gold Shares
-0.02%
-$165.54 
AMZN Amazon.com Inc
-0.02%
-$511.25 
CAT Caterpillar Inc.
-0.02%
-$78.78 
KGC Kinross Gold Corporation
-0.02%
-$12.12 
OKE ONEOK, Inc.
-0.01%
-$131.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.01%
-$28.67 
PAAS Pan American Silver Corp.
-0.01%
-$7.5 
DUK Duke Energy Corporation
-0.01%
-$16.68 
HD The Home Depot, Inc.
-0.01%
-$12.83 
V Visa Inc. Class A
-0.01%
-$15.02 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$16.28 
LRCX Lam Research Corporation
0%
-$173.48 
VOO Vanguard S&P 500 ETF
0%
-$9.37 
IWV ISHARES RUSSELL 3000 ETF
0%
-$4.17 Events
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Dividends
Dividend Analysis
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| Trades 621 | Longs Won 500/621 80% | Profit Factor 22.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $904,992.85 |
| Average Win $190,559.78 | Best Trade (Sep 01) $16.88M | Sharpe Ratio -11.63 |
| Average Loss -$34,498.14 | Worst Trade (Mar 30) -$910,031.1 | Z-Score 10.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w | Expectancy $146,707.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,129 | $1.43M | $2.26M | - | $833,748.2 | 58.51% | -0.891% |
| ACN Accenture plc Class A | 12,293 | $1.53M | $2.33M | - | $800,274.1 | 52.31% | -0.037% |
| ADBE Adobe Inc. | 10,218 | $2.09M | $2.98M | - | $884,470.34 | 42.22% | +0.021% |
| AMZN Amazon.com Inc | 10,227 | $1.66M | $2.72M | - | $1.07M | 64.44% | -0.019% |
| APPF Appfolio Inc. | 13,011 | $2.05M | $3.05M | - | $992,825.5 | 48.32% | -0.119% |
| AVGO Broadcom Inc. | 4,972 | $1.11M | $1.84M | - | $734,960.42 | 66.43% | +0.42% |
| BILL Bill Holdings Inc. | 69,257 | $2.5M | $3.49M | - | $980,679.24 | 39.16% | +0.02% |
| BINC iShares Flexible Income Active ETF | 256,751 | $13.56M | $13.35M | - | -$217,012.26 | -1.6% | +0.038% |
| BRK-B Berkshire Hathaway Inc. | 1,362 | $630,160.76 | $687,810 | - | $57,649.24 | 9.15% | 0.0 |
| CASY Casey's General Stores Inc. | 290 | $230,489 | $219,155.91 | - | -$11,333.09 | -4.92% | +0.032% |
| CAT Caterpillar Inc. | 606 | $256,801.98 | $484,872.72 | - | $228,070.74 | 88.81% | -0.016% |
| CVX Chevron Corporation | 1,364 | $199,202.23 | $281,174.96 | - | $81,972.73 | 41.15% | +2.12% |
| DE Deere & Company | 1,221 | $561,226.11 | $799,645.11 | - | $238,419 | 42.48% | +3.9% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 813 | $376,789.64 | $434,987.5 | - | $58,197.86 | 15.45% | -0.004% |
| DUK Duke Energy Corporation | 1,668 | $174,913.46 | $200,560.32 | - | $25,646.86 | 14.66% | -0.008% |
| DVLT Datavault AI Inc. | 17,950 | $9,153.7 | $5,313.2 | - | -$3,840.5 | -41.96% | +5.714% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 146,582 | $7.72M | $10.2M | - | $2.48M | 32.12% | -0.036% |
| ED Consolidated Edison, Inc. | 3,126 | $352,958.27 | $336,013.74 | - | -$16,944.53 | -4.8% | 0.0 |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 61,165 | $5.24M | $5.8M | - | $561,284.32 | 10.71% | 0.0 |
| EMHY iShares J.P. Morgan EM High Yield Bond ETF | 5,293 | $180,674.35 | $213,307.9 | - | $32,633.55 | 18.06% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Thomas Hood?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $4.34M, Broadcom Inc - $2.92M, iShares Core Dividend Growth ETF - $2.14M, iShares MSCI USA Quality Factor ETF - $2.12M, and iShares MSCI EAFE Value ETF - $1.72M. 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: HubSpot, Inc - $910,031.1, Ovintiv Inc - $529,653.43, Occidental Petroleum Corporation - $197,547.91, Matador Resources Company - $173,677.76, and Medical Properties Trust, Inc - $114,358.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Hood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.98M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.15M, iShares MBS ETF - $759,945.34, iShares J.P. Morgan USD Emerging Markets Bond ETF - $704,314.41, PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund - $556,543.64, and iShares 20+ Year Treasury Bond ETF - $542,189.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Hood's monthly returns?
Thomas Hood'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 Thomas Hood's strategy be considered aggressive or moderate?
Thomas Hood'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 Thomas Hood's strategy?
Thomas Hood'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.
