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:
66.73%
Gain +0.27%
Monthly
1.45%
Yearly
18.89%
Drawdown
17.01%
$265.51M
Equity
Holdings
$265.51M
Investment
$191.76M
$92.12M
Profit +$636,053.92
Realized
$18.37M
Unrealized
$73.75M
Dividends
$11.67M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$636,053.92
Win %
74%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$2.78M
Win %
74%
This Month
Compared to last month
Gain
0.9%
Profit
$2.37M
Win %
74%
This Year
Compared to last year
Gain
2.79%
Profit
$7.19M
Win %
74%
DVLT Datavault AI Inc.
+10.36%
+$233.35 
APPF Appfolio Inc.
+7.68%
+$203,101.84 
ACN Accenture plc Class A
+4.88%
+$129,076.38 
KGC Kinross Gold Corporation
+4.54%
+$2,449.25 
ADBE Adobe Inc.
+4.01%
+$98,603.6 
BILL Bill Holdings Inc.
+3.94%
+$120,507.18 
HD The Home Depot, Inc.
+3.35%
+$6,355.8 
NFLX Netflix, Inc.
+3.02%
+$6,879.9 
GERN Geron Corporation
+2.94%
+$1,374.73 
CASY Casey's General Stores Inc.
+2.66%
+$5,043.1 
WFC Wells Fargo & Company
+2.42%
+$10,186.12 
SLV iShares Silver Trust
+2.37%
+$12,308.17 
V Visa Inc. Class A
+2.29%
+$6,720 
IBM International Business Machines Corporation
+2.23%
+$55,009.5 
WMT Walmart Inc.
+2.13%
+$10,500.13 
T AT&T Inc.
+2.1%
+$4,782.59 
NEM Newmont Corporation
+2.08%
+$1,876.88 
PAAS Pan American Silver Corp.
+1.76%
+$1,117.5 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$3,511.84 
GLD SPDR Gold Shares
+1.12%
+$8,689.8 
MSFT Microsoft Corp.
+0.99%
+$36,044.28 
IGV iShares Expanded Tech-Software Sector ETF
+0.99%
+$56,759.22 
ED Consolidated Edison, Inc.
+0.92%
+$3,157.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.91%
+$3,817.03 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$1,818 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.7%
+$27,701.1 
MBB iShares MBS ETF
+0.68%
+$39,403.05 
KO The Coca-Cola Company
+0.65%
+$816.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.61%
+$33,946.57 
META Meta Platforms Inc Class A
+0.59%
+$2,141.3 
DE Deere & Company
+0.46%
+$3,644.68 
GEVO Gevo Inc.
+0.43%
+$297.87 
GOOGL Alphabet Inc
+0.41%
+$8,823.58 
AAPL Apple Inc.
+0.41%
+$9,980.67 
GOOG Alphabet Inc
+0.4%
+$2,140.1 
GVI iShares Intermediate Government Bond ETF
+0.32%
+$752.41 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,138.31 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.29%
+$2,360.32 
OTTR Otter Tail Corporation
+0.26%
+$1,102.33 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.23%
+$471.08 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$719.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$487.56 
SSO ProShares Ultra S&P500
+0.15%
+$811.23 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$548.43 
SCHX Schwab U.S. Large-Cap ETF
+0.13%
+$1,384.2 
BINC iShares Flexible Income Active ETF
+0.13%
+$16,483.41 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$836.76 
VOO Vanguard S&P 500 ETF
+0.1%
+$318.2 
IVV iShares Core S&P 500 ETF
+0.09%
+$135,226.08 
AMZN Amazon.com Inc
+0.03%
+$818.16 
LRCX Lam Research Corporation
-4.7%
-$234,409.76 
SNDK SanDisk Corporation
-4.55%
-$6,385 
GLW Corning Incorporated
-4.22%
-$5,848.85 
KLAC KLA Corporation
-3.34%
-$3,970.05 
CAT Caterpillar Inc.
-3%
-$13,622.88 
TSLA Tesla, Inc.
-1.9%
-$5,548.11 
AVGO Broadcom Inc.
-1.89%
-$32,516.88 
PANW Palo Alto Networks, Inc.
-1.86%
-$4,259.52 
TQQQ ProShares UltraPro QQQ
-1.8%
-$8,780.58 
NVDA NVIDIA Corporation
-1.75%
-$85,170.96 
CVX Chevron Corporation
-1.14%
-$3,450.92 
OKE ONEOK, Inc.
-1.11%
-$13,462.98 
NOK Nokia Corporation Sponsored ADR
-0.53%
-$500 
MU Micron Technology, Inc.
-0.37%
-$1,660.82 
VOOG Vanguard S&P 500 Growth ETF
-0.35%
-$761.1 
JPM JPMorgan Chase & Co.
-0.25%
-$858.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.24%
-$24,186.03 
OEF iShares S&P 100 ETF
-0.01%
-$1,059.88 
DUK Duke Energy Corporation
0%
-$8.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 621 | Longs Won 491/621 79% | Profit Factor 20.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $928,414.8 |
| Average Win $197,175.09 | Best Trade (Oct 14) $16.95M | Sharpe Ratio -11.63 |
| Average Loss -$36,061.73 | Worst Trade (Mar 30) -$910,031.1 | Z-Score 9.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $148,349.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,129 | $1.43M | $2.45M | - | $1.03M | 72.27% | +0.408% |
| ACN Accenture plc Class A | 12,293 | $1.53M | $2.77M | - | $1.24M | 81.18% | +4.885% |
| ADBE Adobe Inc. | 10,218 | $2.09M | $2.56M | - | $462,977.94 | 22.1% | +4.009% |
| AMZN Amazon.com Inc | 10,227 | $1.66M | $2.6M | - | $942,561.33 | 56.89% | +0.031% |
| APPF Appfolio Inc. | 13,011 | $2.05M | $2.85M | - | $792,195.88 | 38.56% | +7.683% |
| AVGO Broadcom Inc. | 4,972 | $1.11M | $1.69M | - | $582,668.06 | 52.66% | -1.889% |
| BILL Bill Holdings Inc. | 69,257 | $2.5M | $3.18M | - | $675,948.44 | 26.99% | +3.938% |
| BINC iShares Flexible Income Active ETF | 256,751 | $13.56M | $13.02M | - | -$547,142.7 | -4.03% | +0.127% |
| BRK-B Berkshire Hathaway Inc. | 1,362 | $630,160.76 | $719,027.01 | - | $88,866.25 | 14.1% | +0.298% |
| CASY Casey's General Stores Inc. | 290 | $230,489 | $194,590 | - | -$35,899 | -15.58% | +2.661% |
| CAT Caterpillar Inc. | 606 | $256,801.98 | $440,259 | - | $183,457.02 | 71.44% | -3.001% |
| CVX Chevron Corporation | 1,364 | $199,202.23 | $299,411.64 | - | $100,209.41 | 50.31% | -1.139% |
| DE Deere & Company | 1,221 | $561,226.11 | $797,758.66 | - | $236,532.55 | 42.15% | +0.459% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 813 | $376,789.64 | $423,024.22 | - | $46,234.58 | 12.27% | +0.911% |
| DUK Duke Energy Corporation | 1,668 | $174,913.46 | $199,551.18 | - | $24,637.72 | 14.09% | -0.004% |
| DVLT Datavault AI Inc. | 17,950 | $9,153.7 | $2,486.07 | - | -$6,667.63 | -72.84% | +10.359% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 146,582 | $7.72M | $10.15M | - | $2.44M | 31.57% | -0.238% |
| ED Consolidated Edison, Inc. | 3,126 | $352,958.27 | $345,766.86 | - | -$7,191.41 | -2.04% | +0.922% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 61,165 | $5.24M | $5.61M | - | $370,143.69 | 7.06% | +0.608% |
| EMHY iShares J.P. Morgan EM High Yield Bond ETF | 5,293 | $180,674.35 | $205,262.54 | - | $24,588.19 | 13.61% | +0.23% |
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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 - $4.79M, 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 $11.67M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.6M, iShares MBS ETF - $781,654.82, iShares J.P. Morgan USD Emerging Markets Bond ETF - $729,617.15, 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.
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