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:
25.47%
Gain +0.32%
Monthly
1.06%
Yearly
13.52%
Drawdown
14.54%
$124.19M
Equity
Holdings
$124.19M
Investment
$102.13M
$24.38M
Profit +$358,791.1
Realized
$2.32M
Unrealized
$22.06M
Dividends
$3.77M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$358,791.1
Win %
69%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$562,211.22
Win %
69%
This Month
Compared to last month
Gain
0.8%
Profit
$979,046.61
Win %
69%
This Year
Compared to last year
Gain
0.14%
Profit
$176,559.23
Win %
70%
SGHT Sight Sciences, Inc.
+7.39%
+$3,050 
ADSK Autodesk, Inc.
+5.25%
+$18,780.58 
ADBE Adobe Inc.
+4.33%
+$46,785.84 
LOW Lowe's Companies Inc.
+3.79%
+$142.6 
AMGN Amgen Inc.
+3.35%
+$5,048.04 
NFLX Netflix, Inc.
+3%
+$105.75 
WMT Walmart Inc.
+2.37%
+$3,306 
ROST Ross Stores, Inc.
+2.32%
+$53.5 
V Visa Inc. Class A
+2.13%
+$108.55 
MA Mastercard Incorporated
+1.99%
+$96.08 
WFC Wells Fargo & Company
+1.45%
+$72.54 
ISRG Intuitive Surgical, Inc.
+1.11%
+$8,984.81 
LMUB iShares Long-Term National Muni Bond ETF
+1.1%
+$9,492.48 
SOLV Solventum Corporation
+1.1%
+$203.52 
MSFT Microsoft Corp.
+1.09%
+$946.08 
BA Boeing Company
+1.03%
+$5.7 
PG Procter & Gamble Co
+1.02%
+$641.6 
HPQ HP Inc.
+0.95%
+$473.57 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$135,049.81 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$26,155.87 
MMM 3M Company
+0.78%
+$1,093.91 
NYF iShares New York Muni Bond ETF
+0.77%
+$4,232.28 
CMF iShares California Muni Bond ETF
+0.72%
+$14,238.96 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$236.52 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$34,121.7 
VB Vanguard Small-Cap ETF
+0.66%
+$807.24 
VOE Vanguard Mid-Cap Value ETF
+0.63%
+$39,268.89 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.59%
+$39,725.07 
IWM iShares Russell 2000 ETF
+0.59%
+$216 
VCRB Vanguard Core Bond ETF
+0.52%
+$11,202.34 
ACHR Archer Aviation Inc.
+0.49%
+$60 
BAC-PL Bank of America Corporation
+0.42%
+$4.95 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$10.8 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$189.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.27%
+$33,283.8 
AAPL Apple Inc.
+0.23%
+$176 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.15%
+$187.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$349.86 
SCHF Schwab International Equity ETF
+0.07%
+$8,807.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$219.66 
GOOGL Alphabet Inc
0%
-$0.01 
HPE Hewlett Packard Enterprise Company
-6.6%
-$7,055.51 
INTC Intel Corporation
-4.41%
-$11,452.6 
NVDA NVIDIA Corporation
-2.25%
-$374.25 
GWW W.W. Grainger, Inc.
-1.15%
-$61.18 
AMZN Amazon.com Inc
-0.53%
-$14.85 
META Meta Platforms Inc Class A
-0.49%
-$276.81 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.27%
-$59,528.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.1%
-$182.48 
IVV iShares Core S&P 500 ETF
-0.06%
-$57.2 
GOOG Alphabet Inc
-0.05%
-$27.03 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$93.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.04%
-$71.96 
VOO Vanguard S&P 500 ETF
-0.04%
-$11,154.9 Events
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Dividends
Dividend Analysis
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No Data
| Trades 363 | Longs Won 235/363 64% | Profit Factor 12.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,865.1 |
| Average Win $112,722.96 | Best Trade (Oct 14) $7.04M | Sharpe Ratio -11.68 |
| Average Loss -$16,501.05 | Worst Trade (Oct 14) -$933,112.16 | Z-Score 2.97 (99.7%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $67,156.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 220 | $55,092.03 | $75,627.2 | - | $20,535.17 | 37.27% | +0.233% |
| ACHR Archer Aviation Inc. | 3,000 | $29,250 | $12,270 | - | -$16,980 | -58.05% | +0.491% |
| ADBE Adobe Inc. | 4,490 | $2M | $1.13M | - | -$869,174.56 | -43.53% | +4.329% |
| ADSK Autodesk, Inc. | 1,547 | $457,246.79 | $376,354.16 | - | -$80,892.63 | -17.69% | +5.252% |
| AMGN Amgen Inc. | 354 | $92,267 | $155,890.98 | - | $63,623.98 | 68.96% | +3.347% |
| AMZN Amazon.com Inc | 11 | $2,413.21 | $2,780.03 | - | $366.82 | 15.2% | -0.531% |
| BA Boeing Company | 3 | $531 | $559.68 | - | $28.68 | 5.4% | +1.029% |
| BAC-PL Bank of America Corporation | 1 | $1,219 | $1,168.95 | - | -$50.05 | -4.11% | +0.425% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 91,322 | $6.86M | $6.71M | - | -$147,916.57 | -2.16% | +0.595% |
| BRK-B Berkshire Hathaway Inc. | 5 | $2,266.5 | $2,642.55 | - | $376.05 | 16.59% | +0.41% |
| CMF iShares California Muni Bond ETF | 36,048 | $2.05M | $1.98M | - | -$73,523.19 | -3.59% | +0.725% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 277,365 | $9.97M | $12.48M | - | $2.51M | 25.15% | +0.267% |
| DFAS Dimensional U.S. Small Cap ETF | 438 | $28,505.02 | $34,076.4 | - | $5,571.38 | 19.55% | +0.699% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 595,284 | $15.87M | $21.72M | - | $5.85M | 36.88% | -0.273% |
| GOOG Alphabet Inc | 159 | $49,892.97 | $54,613.32 | - | $4,720.35 | 9.46% | -0.049% |
| GOOGL Alphabet Inc | 823 | $257,610.25 | $286,107.72 | - | $28,497.47 | 11.06% | 0.0 |
| GWW W.W. Grainger, Inc. | 4 | $4,216 | $5,261.3 | - | $1,045.3 | 24.79% | -1.149% |
| HPE Hewlett Packard Enterprise Company | 1,694 | $36,166.94 | $99,852.83 | - | $63,685.89 | 176.09% | -6.6% |
| HPQ HP Inc. | 1,633 | $53,757.29 | $50,214.75 | - | -$3,542.54 | -6.59% | +0.952% |
| IEFA iShares Core MSCI EAFE ETF | 492 | $42,956.12 | $47,357.46 | - | $4,401.34 | 10.25% | +0.402% |
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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 Katherine Simmonds?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.41M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $893,609.28, Dimensional World ex U.S. Core Equity 2 ETF - $867,193.08, Schwab International Equity ETF - $472,498.22, and Vanguard Dividend Appreciation ETF - $298,870.29. 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: Adobe Inc - $85,145.09, Five9 Inc - $61,770, Alphabet Inc - $46,417.94, KKR & Co. Inc - $10,299.39, and Merck & Co., Inc - $7,184.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Simmonds's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.77M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $802,824.53, Vanguard S&P 500 ETF - $689,433.53, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $591,155.64, Schwab International Equity ETF - $418,669.02, and Vanguard Dividend Appreciation ETF - $298,870.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Simmonds's monthly returns?
Katherine Simmonds's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Katherine Simmonds's strategy be considered aggressive or moderate?
Katherine Simmonds'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 Katherine Simmonds's strategy?
Katherine Simmonds'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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