PR
Patrick Ross Portfolio
Invests via Ross/Johnson & Associates LLC | Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Invests via Ross/Johnson & Associates LLC
Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Automatically Tracked
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Investment Philosophy & Strategy
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
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:
0.97%
Gain
Monthly
0.05%
Yearly
0.63%
Drawdown
18.04%
$5.54M
Equity
Holdings
$5.54M
Investment
$5.36M
$229,283.3
Profit -$14,539.5
Realized
$54,399.46
Unrealized
$174,883.84
Dividends
$108,853.46
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$14,539.5
Win %
69%
This Week
Compared To Last Week
Gain
-1.9%
Profit
-$107,305.43
Win %
69%
This Month
Compared to last month
Gain
-2.43%
Profit
-$137,961.95
Win %
69%
This Year
Compared to last year
Gain
-0.23%
Profit
-$12,737.36
Win %
74%
HIG The Hartford Insurance Group, Inc.
+3.17%
+$8.66 
MRK Merck & Co., Inc.
+2.94%
+$90.12 
PANW Palo Alto Networks, Inc.
+2.79%
+$19.73 
ABT Abbott Laboratories
+2.63%
+$129.75 
GE General Electric Company
+2.44%
+$8.43 
BMY Bristol-Myers Squibb Company
+2.35%
+$2.84 
CRDF Cardiff Oncology Inc.
+2.06%
+$0.02 
JNJ Johnson & Johnson
+1.98%
+$99.2 
NET Cloudflare Inc.
+1.98%
+$5.4 
CSCO Cisco Systems, Inc.
+1.93%
+$2,134.84 
ABBV AbbVie Inc.
+1.87%
+$71.4 
CVS CVS Health Corporation
+1.81%
+$3.86 
FIVN Five9 Inc.
+1.74%
+$2.64 
L Loews Corporation
+1.74%
+$5.94 
HWM Howmet Aerospace Inc.
+1.73%
+$4.7 
DLTR Dollar Tree, Inc.
+1.68%
+$2.16 
GILD Gilead Sciences Inc.
+1.67%
+$2.27 
PGR Progressive Corporation
+1.61%
+$6.62 
PM Philip Morris International Inc.
+1.42%
+$10.8 
T AT&T Inc.
+1.32%
+$5.22 
TGT Target Corporation
+1.31%
+$230 
RTX RTX Corporation
+1.28%
+$9.98 
XOM Exxon Mobil Corporation
+1.28%
+$14.96 
UNH UnitedHealth Group Incorporated
+1.28%
+$1,091.81 
COR Cencora, Inc.
+1.26%
+$3.87 
CVX Chevron Corporation
+1.24%
+$47.88 
FTNT Fortinet Inc.
+1.19%
+$1.91 
SPG Simon Property Group, Inc.
+1.13%
+$2.59 
CHRD Chord Energy Corp
+1.12%
+$2.78 
CNP CenterPoint Energy Inc.
+1.11%
+$5.28 
PRU Prudential Financial, Inc.
+1.11%
+$3.93 
AMT American Tower Corporation
+1.11%
+$1.87 
ATI ATI Inc.
+1.08%
+$2.01 
COP ConocoPhillips
+1.07%
+$4.84 
SBAC SBA Communications Corporation
+1.04%
+$1.93 
VTRS Viatris Inc.
+1.04%
+$1.62 
LLY Eli Lilly and Company
+1.02%
+$202.98 
WMT Walmart Inc.
+1.01%
+$6.96 
WFC Wells Fargo & Company
+0.99%
+$957.87 
CTVA Corteva Inc.
+0.91%
+$2.37 
ORCL Oracle Corporation
+0.81%
+$2.01 
PFG Principal Financial Group, Inc.
+0.81%
+$31.11 
VRTX Vertex Pharmaceuticals Incorporated
+0.76%
+$3.7 
HON Honeywell International Inc.
+0.73%
+$28.05 
PFE Pfizer Inc.
+0.72%
+$14.94 
LNT Alliant Energy Corporation
+0.65%
+$2.97 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$3.19 
PLD Prologis Inc.
+0.65%
+$2.91 
EPR EPR Properties
+0.61%
+$0.38 
JPM JPMorgan Chase & Co.
+0.57%
+$3.94 
CMS CMS Energy Corporation
+0.56%
+$2.1 
NEE NextEra Energy, Inc.
+0.56%
+$2.02 
CAG Conagra Brands Inc.
+0.55%
+$0.08 
EQH Equitable Holdings, Inc.
+0.53%
+$1.82 
DE Deere & Company
+0.53%
+$3.17 
BAC Bank of America Corporation
+0.5%
+$32.94 
SOLS Sollensys Corp
+0.48%
+$1.96 
PG Procter & Gamble Co
+0.47%
+$2.88 
BIIB Biogen Inc.
+0.47%
+$0.99 
DINO HF Sinclair Corporation
+0.47%
+$2.46 
CHD Church & Dwight Co., Inc.
+0.42%
+$0.84 
MMM 3M Company
+0.39%
+$12.6 
OGE Oge Energy Corp.
+0.39%
+$1.52 
AMH American Homes 4 Rent
+0.38%
+$1.17 
LBRDK Liberty Broadband Corporation
+0.35%
+$0.22 
USB U.S. Bancorp
+0.3%
+$6.24 
EMN Eastman Chemical Company
+0.28%
+$0.38 
FE FirstEnergy Corp.
+0.27%
+$7.8 
TJX The TJX Companies, Inc.
+0.27%
+$1.64 
VTV Vanguard Value ETF
+0.24%
+$45.58 
ETN Eaton Corporation plc
+0.23%
+$0.92 
GIS General Mills, Inc.
+0.22%
+$1.96 
COST Costco Wholesale Corporation
+0.18%
+$1.75 
AAPL Apple Inc.
+0.15%
+$8.16 
LIN Linde plc
+0.15%
+$0.79 
MDT Medtronic plc
+0.13%
+$26.18 
OGN Organon & Co.
+0.11%
+$0.03 
UPS United Parcel Service, Inc.
+0.06%
+$0.84 
AMGN Amgen Inc.
+0.03%
+$30 
FSSL
0%
$0 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
CDNS Cadence Design Systems, Inc.
-10.24%
-$37.34 
NFLX Netflix, Inc.
-9.17%
-$68.2 
META Meta Platforms Inc Class A
-5.47%
-$72.76 
AMAT Applied Materials, Inc.
-5.47%
-$61.34 
U Unity Software Inc.
-4.8%
-$11.6 
QDEL QuidelOrtho Corporation
-4.39%
-$0.8 
INTC Intel Corporation
-4.21%
-$28.56 
APP AppLovin Corporation Class A Common Stock
-4.12%
-$17.92 
RBLX Roblox Corporation
-4.05%
-$6.57 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.7%
-$65.75 
TTD The Trade Desk, Inc. Class A
-3.56%
-$2.04 
IBM International Business Machines Corporation
-3.46%
-$523.71 
CHAT Roundhill Generative AI & Technology ETF
-3.34%
-$420 
ETHW Bitwise Ethereum ETF
-3.32%
-$667.5 
COIN Coinbase Global, Inc.
-3.26%
-$5.23 
GLW Corning Incorporated
-3.19%
-$297.95 
ACN Accenture plc Class A
-3.17%
-$4.58 
TXN Texas Instruments Inc
-3.15%
-$27.51 
UBER Uber Technologies, Inc.
-3.05%
-$2.26 
TSLA Tesla, Inc.
-2.85%
-$6,316.38 
VRT Vertiv Holdings Co
-2.77%
-$8.16 
MSFT Microsoft Corp.
-2.73%
-$612.08 
SYK Stryker Corporation
-2.71%
-$8.99 
QCOM QUALCOMM Incorporated
-2.56%
-$95.92 
ALNY Alnylam Pharmaceuticals Inc
-2.44%
-$6.92 
ANET Arista Networks, Inc.
-2.44%
-$16.48 
PNR Pentair plc
-2.4%
-$45.67 
GOOGL Alphabet Inc
-2.33%
-$57.89 
GOOG Alphabet Inc
-2.32%
-$369 
FISV Fiserv, Inc.
-2.28%
-$48.38 
ON ON Semiconductor Corporation
-2.27%
-$6 
JEF Jefferies Financial Group Inc.
-2.26%
-$2.52 
GSK GSK plc Sponsored ADR
-2.2%
-$27.84 
BITB Bitwise Bitcoin ETF
-2.17%
-$1,605.13 
KO The Coca-Cola Company
-2.15%
-$14.64 
DASH DoorDash, Inc.
-2.14%
-$7.96 
TTMI TTM Technologies, Inc.
-2.14%
-$1,415.07 
ARKB Ark 21Shares Bitcoin ETF
-2.13%
-$1,580.67 
MCO Moody's Corporation
-1.99%
-$10.33 
ADI Analog Devices, Inc.
-1.98%
-$15.08 
V Visa Inc. Class A
-1.98%
-$86.7 
FIBK First Interstate Bancsystem Inc.
-1.96%
-$18.96 
NVDA NVIDIA Corporation
-1.96%
-$903.54 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$70.15 
FTRE Fortrea Holdings Inc.
-1.87%
-$0.67 
DXC Dxc Technology Co.
-1.86%
-$2.1 
VICR Vicor Corporation
-1.85%
-$1,182.79 
PLTR Palantir Technologies Inc.
-1.81%
-$7.31 
DXCM DexCom, Inc.
-1.75%
-$4.09 
VUG Vanguard Growth ETF
-1.75%
-$327.24 
QQQM Invesco NASDAQ 100 ETF
-1.74%
-$1,093.18 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$1,174.56 
FIS Fidelity National Information Services, Inc.
-1.73%
-$2.95 
LFUS Littelfuse Inc.
-1.73%
-$69.45 
ZBH Zimmer Biomet Holdings, Inc.
-1.72%
-$88.55 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$4.47 
DIS The Walt Disney Company
-1.7%
-$33.8 
SPGI S&P Global Inc.
-1.6%
-$7.34 
DAL Delta Air Lines, Inc.
-1.6%
-$8.31 
EW Edwards Lifesciences Corporation
-1.57%
-$2.76 
AVGO Broadcom Inc.
-1.54%
-$28.85 
SNOW Snowflake Inc.
-1.47%
-$3.98 
PYPL PayPal Holdings Inc
-1.44%
-$1.63 
KD Kyndryl Holdings Inc.
-1.41%
-$2.21 
AXP American Express Company
-1.39%
-$503.5 
KNX Knight-Swift Transportation Holdings Inc.
-1.28%
-$4.95 
ASB Associated Banc-Corp
-1.27%
-$19.84 
NVEC Nve Corp.
-1.21%
-$9.45 
MRNA Moderna, Inc.
-1.17%
-$1.48 
SLB Schlumberger Limited
-1.13%
-$10.07 
PHM PulteGroup Inc.
-1.12%
-$2.9 
CRM Salesforce Inc
-1.12%
-$3.88 
BSX Boston Scientific Corporation
-1.12%
-$1.5 
BX Blackstone Inc.
-1.12%
-$2.88 
NVT nVent Electric plc
-1.11%
-$51 
GM General Motors Company
-1.08%
-$5.04 
BAX Baxter International Inc.
-1.07%
-$5 
TT Trane Technologies plc
-1.03%
-$4.91 
NKE Nike, Inc. - Class B
-0.96%
-$2.15 
VT Vanguard Total World Stock ETF
-0.96%
-$123 
APH Amphenol Corporation
-0.95%
-$10.15 
SSNC SS&C Technologies Holdings Inc.
-0.94%
-$2.66 
MS Morgan Stanley
-0.94%
-$2.04 
VBK Vanguard Small-Cap Growth ETF
-0.93%
-$61.27 
SBUX Starbucks Corporation
-0.92%
-$1.99 
BHE Benchmark Electronics Inc.
-0.92%
-$1,782.1 
IVV iShares Core S&P 500 ETF
-0.89%
-$1,456.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.87%
-$70.31 
LOW Lowe's Companies Inc.
-0.87%
-$380.77 
VOO Vanguard S&P 500 ETF
-0.87%
-$77.87 
PAYX Paychex Inc.
-0.86%
-$2.97 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$2,786.4 
C Citigroup Inc.
-0.86%
-$1.13 
LSTR Landstar System Inc.
-0.84%
-$3.56 
ADP Automatic Data Processing Inc.
-0.83%
-$2.13 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$57.67 
SCHW Charles Schwab Corporation
-0.79%
-$34.23 
WTFC Wintrust Financial Corporation
-0.74%
-$3.73 
ADSK Autodesk, Inc.
-0.72%
-$1.56 
BHP BHP Group Ltd.
-0.63%
-$545.7 
IWM iShares Russell 2000 ETF
-0.6%
-$409.4 
SLM SLM Corporation
-0.59%
-$0.3 
HLT Hilton Worldwide Holdings Inc.
-0.58%
-$1.89 
MSM MSC Industrial Direct Co., Inc.
-0.57%
-$1.44 
DHR Danaher Corporation
-0.57%
-$1.17 
GGG Graco Inc.
-0.56%
-$15,291.23 
H Hyatt Hotels Corporation
-0.56%
-$2.12 
RHI Robert Half Inc.
-0.5%
-$0.61 
AMZN Amazon.com Inc
-0.46%
-$11.5 
HBAN Huntington Bancshares Incorporated
-0.43%
-$1.68 
CFR Cullen/Frost Bankers Inc.
-0.42%
-$7.54 
WCC Wesco International Inc.
-0.4%
-$1.29 
HSY The Hershey Company
-0.39%
-$4.76 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$25.2 
SOLV Solventum Corporation
-0.32%
-$1.04 
MAS Masco Corporation
-0.31%
-$0.75 
HD The Home Depot, Inc.
-0.29%
-$1.02 
MU Micron Technology, Inc.
-0.23%
-$1.97 
MCD McDonald's Corporation
-0.23%
-$1.25 
CAT Caterpillar Inc.
-0.21%
-$1.89 
DCI Donaldson Company, Inc.
-0.21%
-$14.82 
TECH Bio-Techne Corporation
-0.19%
-$8.51 
CHRW C.H. Robinson Worldwide, Inc.
-0.18%
-$15.96 
DOV Dover Corporation
-0.18%
-$0.79 
ZTS Zoetis Inc.
-0.17%
-$0.26 
SHW The Sherwin-Williams Company
-0.15%
-$0.53 
ELAN Elanco Animal Health Incorporated
-0.15%
-$3.56 
HAL Halliburton Company
-0.1%
-$0.39 
KRC Kilroy Realty Corporation
-0.07%
-$0.03 
MUB iShares National Muni Bond ETF
-0.07%
-$107.94 
BA Boeing Company
-0.07%
-$14 
HLN Haleon Plc - ADR
-0.05%
-$0.15 
AON Aon plc
-0.03%
-$0.12 Events
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Dividends
Dividend Analysis
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| Trades 827 | Longs Won 370/827 44% | Profit Factor 1.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $10,876.7 |
| Average Win $1,822.49 | Best Trade (Jul 10) $100,048.6 | Sharpe Ratio -22.37 |
| Average Loss -$973.83 | Worst Trade (Jul 10) -$350,546.97 | Z-Score -5.1 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w | Expectancy $277.25 |
| 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% | 0.31% | 6.53% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
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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