KS
Katherine Simmonds Portfolio
Invests via Conquis Financial LLC | Managed by Katherine Simmonds
Invests via Conquis Financial LLC
Managed by Katherine Simmonds
Automatically Tracked
Veteran operator and investor focused on scaling growth-stage technology and healthcare companies through operational leadership, board governance and capital strategy. Katherine Simmonds combines hands-on COO-level experience with venture investing and portfolio company mentorship, advising on go-to-market, commercial scaling and fundraising. Active in private-market deal sourcing and board seats, she is positioned as a value-added investor for growth equity and late-stage venture rounds.
Veteran operator and investor focused on scaling growth-stage technology and healthcare companies through operational leadership, board governance and capital strategy. Katherine Simmonds combines hands-on COO-level experience with venture investing and portfolio company mentorship, advising on go-to-market, commercial scaling and fundraising. Active in private-market deal sourcing and board seats, she is positioned as a value-added investor for growth equity and late-stage venture rounds.
Investment Philosophy & Strategy
Veteran operator and investor focused on scaling growth-stage technology and healthcare companies through operational leadership, board governance and capital strategy. Katherine Simmonds combines hands-on COO-level experience with venture investing and portfolio company mentorship, advising on go-to-market, commercial scaling and fundraising. Active in private-market deal sourcing and board seats, she is positioned as a value-added investor for growth equity and late-stage venture rounds.
Veteran operator and investor focused on scaling growth-stage technology and healthcare companies through operational leadership, board governance and capital strategy. Katherine Simmonds combines hands-on COO-level experience with venture investing and portfolio company mentorship, advising on go-to-market, commercial scaling and fundraising. Active in private-market deal sourcing and board seats, she is positioned as a value-added investor for growth equity and late-stage venture rounds.
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:
1.85%
Gain
Monthly
0.1%
Yearly
1.2%
Drawdown
19.35%
$124.49M
Equity
Holdings
$124.49M
Investment
$102.81M
$23.5M
Profit -$580,410.7
Realized
$1.81M
Unrealized
$21.69M
Dividends
$3.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$580,410.7
Win %
79%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$791,304.61
Win %
79%
This Month
Compared to last month
Gain
-0.35%
Profit
-$434,513.77
Win %
79%
This Year
Compared to last year
Gain
9.15%
Profit
$10.43M
Win %
78%
BRK-B Berkshire Hathaway Inc.
+1.86%
+$45.9 
HPQ HP Inc.
+1.53%
+$604.21 
WFC Wells Fargo & Company
+1.42%
+$77.5 
ROST Ross Stores, Inc.
+1.16%
+$27.1 
WMT Walmart Inc.
+1.07%
+$1,476 
BA Boeing Company
+1%
+$6.42 
HPE Hewlett Packard Enterprise Company
+1%
+$762.3 
SOLV Solventum Corporation
+0.98%
+$169.6 
MMM 3M Company
+0.9%
+$1,229.6 
PG Procter & Gamble Co
+0.81%
+$489.22 
VOE Vanguard Mid-Cap Value ETF
+0.56%
+$34,931.25 
AMGN Amgen Inc.
+0.44%
+$584.1 
GWW W.W. Grainger, Inc.
+0.42%
+$23.48 
VCRB Vanguard Core Bond ETF
+0.27%
+$5,514.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.24%
+$15,745.85 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$62.58 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$1,324.16 
ISRG Intuitive Surgical, Inc.
-11.21%
-$86,843.32 
NFLX Netflix, Inc.
-8.68%
-$322.5 
META Meta Platforms Inc Class A
-4.27%
-$2,186.03 
INTC Intel Corporation
-2.33%
-$6,596.94 
MSFT Microsoft Corp.
-2.33%
-$1,512.27 
SGHT Sight Sciences, Inc.
-2.12%
-$550 
GOOG Alphabet Inc
-2.1%
-$1,182.16 
GOOGL Alphabet Inc
-2.05%
-$7,097.99 
V Visa Inc. Class A
-1.57%
-$74.49 
NVDA NVIDIA Corporation
-1.39%
-$216.75 
MA Mastercard Incorporated
-1.36%
-$60 
ACHR Archer Aviation Inc.
-1.34%
-$180 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.02%
-$1,950.25 
AMZN Amazon.com Inc
-0.94%
-$25.74 
AAPL Apple Inc.
-0.92%
-$675.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.91%
-$198,216.81 
IEFA iShares Core MSCI EAFE ETF
-0.75%
-$359.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$2,925.52 
ADBE Adobe Inc.
-0.67%
-$7,049.3 
SCHF Schwab International Equity ETF
-0.66%
-$80,318.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$292.11 
IVV iShares Core S&P 500 ETF
-0.6%
-$560.88 
VOO Vanguard S&P 500 ETF
-0.6%
-$178,260.59 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$1,281.83 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$3,902.14 
ADSK Autodesk, Inc.
-0.46%
-$1,531.53 
BAC-PL Bank of America Corporation
-0.37%
-$4.73 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$42,230.1 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$11,512.47 
LOW Lowe's Companies Inc.
-0.17%
-$7.4 
VB Vanguard Small-Cap ETF
-0.15%
-$193.13 
LMUB iShares Long-Term National Muni Bond ETF
-0.13%
-$1,813.5 
IWM iShares Russell 2000 ETF
-0.06%
-$22.95 
NYF iShares New York Muni Bond ETF
-0.05%
-$271.3 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$15.33 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$1,186.18 
CMF iShares California Muni Bond ETF
-0.01%
-$181.44 Events
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Dividends
Dividend Analysis
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| Trades 346 | Longs Won 144/346 41% | Profit Factor 13.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $474,246.3 |
| Average Win $176,012.55 | Best Trade (Jul 15) $6.6M | Sharpe Ratio -11.75 |
| Average Loss -$9,152.17 | Worst Trade (Jul 15) -$1.01M | Z-Score -4.28 (100%) |
| Commissions $0 | Avg. Trade Length 7m 5d | Expectancy $67,910.6 |
| 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% | 0.04% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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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