JH
Julie Hazzard Portfolio
Invests via 10Elms LLP | Managed by Julie Hazzard, Ryan William Kruger
Invests via 10Elms LLP
Managed by Julie Hazzard, Ryan William Kruger
Automatically Tracked
Operationally-focused investor and board director with experience in growth-stage tech and consumer businesses, prioritizing commercial scaling, go-to-market strategy and governance. Julie Hazzard brings operating leadership and investor relations expertise across SaaS and marketplace models, advising CEOs on customer acquisition and unit economics while supporting fundraising and exit planning. Regular contributor to governance forums; known for hands-on portfolio support and cross-functional team development.
Operationally-focused investor and board director with experience in growth-stage tech and consumer businesses, prioritizing commercial scaling, go-to-market strategy and governance. Julie Hazzard brings operating leadership and investor relations expertise across SaaS and marketplace models, advising CEOs on customer acquisition and unit economics while supporting fundraising and exit planning. Regular contributor to governance forums; known for hands-on portfolio support and cross-functional team development.
Investment Philosophy & Strategy
Focuses on operational value creation in growth-stage tech and consumer businesses, prioritizing scalable go-to-market models, disciplined unit-economics and customer acquisition efficiency. Prefers SaaS and marketplace opportunities where board-level governance and commercial scaling unlock value. Employs hands-on portfolio support, data-driven KPIs, and founder collaboration to de-risk fundraising and exit pathways, balancing growth orientation with capital efficiency and clear performance milestones.
Focuses on operational value creation in growth-stage tech and consumer businesses, prioritizing scalable go-to-market models, disciplined unit-economics and customer acquisition efficiency. Prefers SaaS and marketplace opportunities where board-level governance and commercial scaling unlock value. Employs hands-on portfolio support, data-driven KPIs, and founder collaboration to de-risk fundraising and exit pathways, balancing growth orientation with capital efficiency and clear performance milestones.
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:
0.24%
Gain
Monthly
0.01%
Yearly
0.16%
Drawdown
20.77%
$171.27M
Equity
Holdings
$171.27M
Investment
$147.33M
$24.18M
Profit -$599,736.17
Realized
$234,006.95
Unrealized
$23.94M
Dividends
$4.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$599,736.17
Win %
81%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$2.19M
Win %
81%
This Month
Compared to last month
Gain
-1.19%
Profit
-$2.05M
Win %
81%
This Year
Compared to last year
Gain
8.38%
Profit
$13.11M
Win %
80%
SFM Sprouts Farmers Market, Inc.
+4.85%
+$535.5 
CSCO Cisco Systems, Inc.
+2.17%
+$2,367.87 
SU Suncor Energy Inc.
+2.11%
+$3,392 
ABBV AbbVie Inc.
+1.9%
+$227.48 
JNJ Johnson & Johnson
+1.87%
+$4,599.95 
PSX Phillips 66
+1.78%
+$4,847.31 
LLY Eli Lilly and Company
+1.56%
+$1,187.55 
XOM Exxon Mobil Corporation
+1.51%
+$391.17 
EAT Brinker International Inc.
+1.5%
+$446.4 
RTX RTX Corporation
+1.4%
+$682.72 
NVS Novartis AG Sponsored ADR
+1.36%
+$1,456 
CVX Chevron Corporation
+1.36%
+$573.85 
AMT American Tower Corporation
+1.28%
+$108 
ITA iShares U.S. Aerospace & Defense ETF
+1.26%
+$5,962.59 
T AT&T Inc.
+1.21%
+$221.01 
EIX Edison International
+1.11%
+$869.13 
WMT Walmart Inc.
+1.08%
+$1,227.6 
ET Energy Transfer L.P.
+1.06%
+$84.06 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
+1.01%
+$1,254.83 
DD DuPont de Nemours, Inc.
+0.98%
+$230.77 
COP ConocoPhillips
+0.97%
+$304.11 
UNP Union Pacific Corporation
+0.94%
+$1,697.99 
TMUS T-Mobile US, Inc.
+0.94%
+$928.19 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.94%
+$469.2 
WFC Wells Fargo & Company
+0.9%
+$3,137.09 
XLE Energy Select Sector SPDR Fund
+0.89%
+$10,156.56 
SO The Southern Company
+0.89%
+$17 
EPD Enterprise Products Partners L.P.
+0.84%
+$8,537.28 
XLU Utilities Select Sector SPDR Fund
+0.8%
+$8,396.46 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$2,865.05 
OKE ONEOK, Inc.
+0.79%
+$988.58 
XLRE The Real Estate Select Sector SPDR Fund
+0.76%
+$6,776.49 
PFE Pfizer Inc.
+0.76%
+$95 
FBRT-PE Franklin BSP Realty Trust, Inc.
+0.74%
+$601.44 
F Ford Motor Company
+0.74%
+$556.5 
LNT Alliant Energy Corporation
+0.74%
+$1,337.28 
IHF iShares U.S. Healthcare Providers ETF
+0.68%
+$385 
JPM JPMorgan Chase & Co.
+0.64%
+$4,100.8 
SPLV Invesco S&P 500 Low Volatility ETF
+0.62%
+$100.32 
XLV Health Care Select Sector SPDR Fund
+0.61%
+$33,776.68 
Q Qnity Electronics Inc.
+0.6%
+$215.16 
IBB iShares Biotechnology ETF
+0.6%
+$2,288.27 
AMLP Alerian MLP ETF
+0.59%
+$487.04 
ENFR Alerian Energy Infrastructure ETF
+0.58%
+$2,386.94 
EMLP First Trust North American Energy Infrastructure Fund
+0.56%
+$2,935.75 
XLP Consumer Staples Select Sector SPDR Fund
+0.55%
+$10,150.12 
LNG Cheniere Energy Inc.
+0.54%
+$757.4 
IDV iShares International Select Dividend ETF
+0.51%
+$770 
CEG Constellation Energy Corporation
+0.49%
+$193.44 
PG Procter & Gamble Co
+0.47%
+$71 
BAC Bank of America Corporation
+0.42%
+$57.72 
AAPL Apple Inc.
+0.4%
+$546.48 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.4%
+$286.23 
RIV-PA RiverNorth Opportunities Fund, Inc.
+0.35%
+$40 
VTV Vanguard Value ETF
+0.35%
+$16,588.66 
GAB-PK The Gabelli Equity Trust Inc.
+0.35%
+$70 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$10,603.79 
PSA-PL Public Storage
+0.28%
+$110 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
+0.27%
+$346.25 
XLI Industrial Select Sector SPDR Fund
+0.27%
+$9,325.15 
TIP iShares TIPS Bond ETF
+0.26%
+$1,282.33 
VLUE iShares MSCI USA Value Factor ETF
+0.24%
+$6,350.44 
AMGN Amgen Inc.
+0.23%
+$693.17 
GDV-PH The Gabelli Dividend & Income Trust
+0.23%
+$50 
CAT Caterpillar Inc.
+0.23%
+$4,751.69 
PSA-PF Public Storage
+0.22%
+$180.8 
VYM Vanguard High Dividend Yield ETF
+0.21%
+$43.47 
TVC Tennessee Valley Authority Preferred Stock 2.134% Due 06/01/2028
+0.21%
+$201.85 
SDY SPDR S&P Dividend ETF
+0.19%
+$31.5 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.18%
+$76 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$375.37 
FJUL FT Vest US Equity Buffer ETF
+0.17%
+$219.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.16%
+$930.92 
KMI Kinder Morgan, Inc.
+0.15%
+$373.9 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$6,345.24 
PSA-PG Public Storage
+0.15%
+$30 
XLB Materials Select Sector SPDR Fund
+0.15%
+$1,411.65 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.14%
+$783.65 
DVYE iShares Emerging Markets Dividend ETF
+0.14%
+$1,215.05 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.14%
+$124.25 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.13%
+$2,813.59 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$24.24 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.09%
+$1,768.5 
BKLN Invesco Senior Loan ETF
+0.07%
+$55.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.07%
+$829.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$4,237.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$91.69 
COST Costco Wholesale Corporation
+0.07%
+$97.28 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.06%
+$645.36 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.05%
+$665.34 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.04%
+$309.46 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$974.21 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,070.02 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.04%
+$1,073.05 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$51 
IBMO iShares iBonds Dec 2026 Term ETF
+0.04%
+$245.94 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$515.85 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$3.08 
BNDX Vanguard Total International Bond ETF
+0.02%
+$553.81 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$490.27 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$26.22 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.01%
+$2 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.01%
+$2.73 
BAC-PL Bank of America Corporation
0%
+$12.33 
012173JC5
0%
$0 
031162DP2
0%
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0%
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03871LDC4
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054375UT5
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36966TKS0
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0%
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413910ED8
0%
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41401PCT8
0%
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41415WCJ9
0%
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0%
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41421DSC1
0%
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0%
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41422PEW4
0%
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423452AG6
0%
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428236BR3
0%
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429326ZV6
0%
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435164TX6
0%
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442403LG4
0%
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45201Y7U5
0%
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45203MAS0
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0%
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46647PCP9
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46817MAR8
0%
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47233JAG3
0%
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478497XX3
0%
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47875PCE5
0%
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479340WP2
0%
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48128G3E8
0%
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0%
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0%
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483233RK0
0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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54811BPV7
0%
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0%
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548661DX2
0%
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0%
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549108XU7
0%
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55178CAG8
0%
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580818GH9
0%
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59261AFR3
0%
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59261AJW8
0%
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594612BS1
0%
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59523UAT4
0%
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598292AR1
0%
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605171BS5
0%
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61370PLX4
0%
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61690D3M8
0%
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61690DA40
0%
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61766YGP0
0%
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61768E6S7
0%
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61776NX57
0%
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61778EPX3
0%
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637432NW1
0%
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644804FE1
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64763FVN6
0%
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64763FWL9
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64972ELD9
0%
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649903E64
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64990BQK2
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65339KBW9
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65339KBY5
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65339KCN8
0%
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656168RB9
0%
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65819PCL0
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658207K79
0%
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66285WBT2
0%
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66285WSS6
0%
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678505JP4
0%
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67884FU95
0%
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67884GEZ3
0%
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6789084A9
0%
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679191KP0
0%
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67919PMJ9
0%
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67920QLY2
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682680BH5
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686356SP2
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89788MAC6
0%
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0%
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0%
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89965QAZ1
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90350TAS2
0%
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0%
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0%
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91472TBH6
0%
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0%
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91476PQU5
0%
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91476PRV2
0%
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920494FQ9
0%
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92340LAH2
0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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0%
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969457CK4
0%
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96949LAD7
0%
$0 
971668N95
0%
$0 
971697JK4
0%
$0 
971697JN8
0%
$0 
BCV-PA Bancroft Fund Ltd.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
GDV-PK The Gabelli Dividend & Income Trust
0%
$0 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
0%
$0 
AMAT Applied Materials, Inc.
-5.11%
-$1,290.15 
BLSH Bullish Inc.
-3.66%
-$427.5 
SOXX iShares Semiconductor ETF
-2.75%
-$56,604.45 
TSLA Tesla, Inc.
-2.64%
-$516.5 
UBER Uber Technologies, Inc.
-2.61%
-$2,219.5 
QCOM QUALCOMM Incorporated
-2.54%
-$17,675.06 
MSFT Microsoft Corp.
-2.49%
-$8,163.63 
KO The Coca-Cola Company
-2.14%
-$435.6 
GOOGL Alphabet Inc
-2.03%
-$18,864 
GOOG Alphabet Inc
-2.03%
-$16,083.2 
STLA Stellantis N.V.
-2.01%
-$454.44 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$48,095.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.89%
-$780.33 
DXCM DexCom, Inc.
-1.82%
-$45.44 
HYPD Hyperion DeFi, Inc.
-1.82%
-$4.5 
V Visa Inc. Class A
-1.81%
-$660 
NVDA NVIDIA Corporation
-1.65%
-$6,542.46 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.63%
-$2.24 
IEMG iShares Core MSCI Emerging Markets ETF
-1.6%
-$125,760 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
-1.59%
-$1,638 
IWF iShares Russell 1000 Growth ETF
-1.55%
-$60.16 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.53%
-$0.75 
VUG Vanguard Growth ETF
-1.52%
-$1,584 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$134,746.88 
DTEC Alps Disruptive Technologies ETF
-1.46%
-$5,581.6 
KKR KKR & Co. Inc.
-1.45%
-$4,322.49 
AVGO Broadcom Inc.
-1.45%
-$4,227.61 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.28%
-$174.44 
WMB The Williams Companies, Inc.
-1.23%
-$3,033.24 
QUAL iShares MSCI USA Quality Factor ETF
-1.11%
-$46,150.16 
SPHQ Invesco S&P 500 Quality ETF
-1.06%
-$468.65 
MTUM iShares MSCI USA Momentum Factor ETF
-1%
-$33,784.5 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.98%
-$119.5 
BX Blackstone Inc.
-0.95%
-$7,958.1 
CWI SPDR MSCI ACWI ex-US ETF
-0.93%
-$1,362.71 
ACWI iShares MSCI ACWI ETF
-0.92%
-$617.76 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.91%
-$634.44 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.91%
-$117.65 
ICAGY International Consolidated Airlines Group S.A. Sponsored ADR
-0.87%
-$417.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$17,800.02 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$5,542.68 
AB AllianceBernstein Holding L.P.
-0.82%
-$4,869.9 
VT Vanguard Total World Stock ETF
-0.81%
-$599.76 
MS Morgan Stanley
-0.78%
-$345.42 
C Citigroup Inc.
-0.74%
-$196.98 
GM General Motors Company
-0.73%
-$833.34 
IVV iShares Core S&P 500 ETF
-0.71%
-$9,506.46 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$33,080.68 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$11,445.2 
IEFA iShares Core MSCI EAFE ETF
-0.66%
-$118,882.16 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.65%
-$36.58 
ITDF iShares LifePath Target Date 2050 ETF
-0.62%
-$601.29 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.62%
-$15,660.64 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.59%
-$210.63 
SCHA Schwab U.S. Small-Cap ETF
-0.58%
-$4.6 
INTF iShares International Equity Factor ETF
-0.58%
-$507.84 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.52%
-$94.08 
VTWO Vanguard Russell 2000 ETF
-0.5%
-$240 
IWM iShares Russell 2000 ETF
-0.49%
-$16,476.48 
AMZN Amazon.com Inc
-0.48%
-$3,385.55 
ACP-PA Abrdn Income Credit Strategies Fund
-0.45%
-$378 
EE Excelerate Energy, Inc.
-0.44%
-$437.5 
PEP PepsiCo, Inc.
-0.44%
-$1,334.05 
ITDD iShares LifePath Target Date 2040 ETF
-0.41%
-$117.64 
BWXT Bwx Technologies Inc.
-0.4%
-$1,054.22 
CWB SPDR Bloomberg Convertible Securities ETF
-0.4%
-$101.25 
IWR iShares Russell Mid-Cap ETF
-0.37%
-$8.2 
BUD Anheuser-Busch InBev S.A. ADR
-0.37%
-$312.6 
OPP-PB RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
-0.34%
-$60 
PHDG Invesco S&P 500 Downside Hedged ETF
-0.34%
-$3.59 
BUFR FT Vestladder Buffer ETF-USD I
-0.33%
-$357.02 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.33%
-$474.66 
XSLV Invesco S&P SmallCap Low Volatility ETF
-0.29%
-$115.63 
FNDF Schwab Fundamental International Large Company Index ETF
-0.27%
-$0.28 
XLF Financial Select Sector SPDR Fund
-0.26%
-$9,821.4 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$15.91 
IHAK iShares Cybersecurity and Tech ETF
-0.2%
-$776.88 
VYMI Vanguard International High Dividend Yield Index Fund
-0.17%
-$4,590.05 
GAB-PG The Gabelli Equity Trust Inc. PFD-G
-0.15%
-$270 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.13%
-$904 
VO Vanguard Mid-Cap ETF
-0.11%
-$239.4 
NEM Newmont Corporation
-0.1%
-$63 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$134.99 
MUB iShares National Muni Bond ETF
-0.09%
-$345 
IBHG iShares iBonds 2027 High Yield Income
-0.09%
-$105.14 
MCD McDonald's Corporation
-0.08%
-$106.26 
VIG Vanguard Dividend Appreciation ETF
-0.08%
-$1,934.4 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.08%
-$136.4 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$313.79 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.05%
-$203.4 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.04%
-$260 
IWD iShares Russell 1000 Value ETF
-0.03%
-$0.98 
PFFD Global X U.S. Preferred ETF
-0.03%
-$115.05 
GGT-PG The Gabelli Multimedia Trust Inc.
-0.03%
-$40 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$10.87 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.02%
-$0.5 
CARR Carrier Global Corporation
-0.01%
-$11 Events
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Dividends
Dividend Analysis
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| Trades 1038 | Longs Won 488/1038 47% | Profit Factor 24.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $147,134.93 |
| Average Win $51,681.9 | Best Trade (Jul 13) $2.92M | Sharpe Ratio -9.75 |
| Average Loss -$1,900.09 | Worst Trade (Jul 10) -$248,324.62 | Z-Score -3.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $23,290.67 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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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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