Andrew Halac Portfolio
Invests via Talon Private Wealth, LLC | Managed by Talon Private Wealth, LLC, Brookstone Capital Management, LLC
Invests via Talon Private Wealth, LLC
Managed by Talon Private Wealth, LLC, Brookstone Capital Management, LLC
Automatically Tracked
Andrew Halac Profile
Seasoned investment executive focused on private markets, corporate finance and capital formation. Andrew Halac leverages multi‑sector deal experience across growth equity, structured finance and portfolio company operations, leading transactions, fundraising and investor relations. Known for strategic capital allocation, operational value‑creation and cross‑border execution, with experience in portfolio construction, risk management and board-level oversight relevant to institutional and family‑office investors.
Seasoned investment executive focused on private markets, corporate finance and capital formation. Andrew Halac leverages multi‑sector deal experience across growth equity, structured finance and portfolio company operations, leading transactions, fundraising and investor relations. Known for strategic capital allocation, operational value‑creation and cross‑border execution, with experience in portfolio construction, risk management and board-level oversight relevant to institutional and family‑office investors.
Investment Philosophy & Strategy
Seasoned private‑markets investor emphasizing disciplined capital allocation across growth equity, structured credit and control/minority buyouts. Combines sector‑agnostic deal sourcing with operational value‑creation to pursue asymmetric returns through active board engagement, rigorous underwriting and tailored financing structures. Prefers multi‑stage, cross‑border opportunities where governance improvements and cash‑flow optimization can de‑risk growth narratives. Investment horizon is medium‑to‑long term with portfolio construction focused on diversification, downside protection and repeatable exit pathways.
Seasoned private‑markets investor emphasizing disciplined capital allocation across growth equity, structured credit and control/minority buyouts. Combines sector‑agnostic deal sourcing with operational value‑creation to pursue asymmetric returns through active board engagement, rigorous underwriting and tailored financing structures. Prefers multi‑stage, cross‑border opportunities where governance improvements and cash‑flow optimization can de‑risk growth narratives. Investment horizon is medium‑to‑long term with portfolio construction focused on diversification, downside protection and repeatable exit pathways.
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:
17.12%
Gain -0.1%
Monthly
0.69%
Yearly
8.59%
Drawdown
9.98%
$814.44M
Equity
Holdings
$814.44M
Investment
$701.36M
$119.64M
Profit -$1.54M
Realized
$6.56M
Unrealized
$113.08M
Dividends
$31.44M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$1.54M
Win %
73%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$1.54M
Win %
73%
This Month
Compared to last month
Gain
1.26%
Profit
$10.17M
Win %
73%
This Year
Compared to last year
Gain
2.05%
Profit
$17.98M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$567,177.44 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$64,262.24 
GOOG Alphabet Inc
+6.88%
+$42,195.89 
GOOGL Alphabet Inc
+6.73%
+$216,116.46 
ZM Zoom Video Communications, Inc.
+4.06%
+$29,921.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$128,678.46 
META Meta Platforms Inc Class A
+3.28%
+$29,932.22 
MSFT Microsoft Corp.
+3.02%
+$97,668.95 
NVDA NVIDIA Corporation
+2.93%
+$204,766.56 
LDOS Leidos Holdings Inc.
+2.84%
+$37,485.69 
OPCH Option Care Health Inc.
+2.54%
+$12,497.27 
CVX Chevron Corporation
+2.35%
+$6,838.76 
CNC Centene Corporation
+2.27%
+$25,262.28 
LNG Cheniere Energy Inc.
+2.13%
+$47,413.65 
JBL Jabil Inc.
+2.12%
+$13,641.17 
CHTR Charter Communications Inc
+2.1%
+$8,200.96 
MMSI Merit Medical Systems, Inc.
+1.99%
+$14,271.04 
OKE ONEOK, Inc.
+1.95%
+$34,244.94 
LHX L3Harris Technologies, Inc.
+1.9%
+$45,815.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$55,073.25 
CRM Salesforce Inc
+1.83%
+$14,100.57 
ORCL Oracle Corporation
+1.81%
+$9,826.74 
FLEX Flex Ltd.
+1.64%
+$17,973.12 
FANG Diamondback Energy Inc
+1.59%
+$32,060.76 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$80,883.5 
LMT Lockheed Martin Corporation
+1.5%
+$53,445.59 
VSEC VSE Corporation
+1.48%
+$19,644.28 
PR Permian Resources Corporation
+1.48%
+$37,416.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,798.08 
NOC Northrop Grumman Corporation
+1.43%
+$31,611.09 
WFC Wells Fargo & Company
+1.19%
+$32,106.54 
AMAT Applied Materials, Inc.
+1.18%
+$96,860.63 
VUG Vanguard Growth ETF
+1.1%
+$89,665.02 
NOW ServiceNow, Inc.
+1.05%
+$9,195.32 
XLE Energy Select Sector SPDR Fund
+1%
+$2,023.7 
URI United Rentals, Inc.
+0.99%
+$25,862.81 
BKR Baker Hughes Company
+0.98%
+$28,905.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$64,417.92 
UNP Union Pacific Corporation
+0.92%
+$4,544.36 
MCD McDonald's Corporation
+0.82%
+$7,070.83 
THC Tenet Healthcare Corporation
+0.81%
+$34,958.65 
QQA Invesco QQQ Income Advantage ETF
+0.79%
+$35,550.91 
TSLA Tesla, Inc.
+0.76%
+$7,353.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,598.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,446.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,445.39 
CAT Caterpillar Inc.
+0.7%
+$13,006.96 
IVV iShares Core S&P 500 ETF
+0.69%
+$19,507.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$63,104.63 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,251.52 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$13,910.72 
ET Energy Transfer L.P.
+0.59%
+$6,294.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,219.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,605.56 
UOCT Innovator U.S. Equity Ultra Fund
+0.51%
+$198,072.63 
EJUL Innovator Emerging Markets Power Buffer ETF - July
+0.5%
+$8,665.05 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$6,320.6 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$6,063.25 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$185,312.07 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,380 
UNOV Innovator U.S. Equity Ultra Fund
+0.47%
+$183,692.76 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$939.25 
EJAN Innovator Emerging Markets Power Buffer ETF
+0.42%
+$7,639.54 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$5,242.14 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$142,845.3 
AVGO Broadcom Inc.
+0.37%
+$20,651.04 
PG Procter & Gamble Co
+0.37%
+$882.45 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,026.9 
BAC Bank of America Corporation
+0.36%
+$11,275.88 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$8,608.32 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$135,201.92 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$18,812.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,010.23 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$21,629.25 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$21,568.64 
GD General Dynamics Corporation
+0.32%
+$9,192.7 
DRSK Aptus Defined Risk ETF
+0.28%
+$108,863.04 
JPM JPMorgan Chase & Co.
+0.27%
+$8,803.1 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$14,397.79 
USEP Innovator U.S. Equity Ultra ETF
+0.26%
+$137.27 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.26%
+$135.24 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$112.59 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$11,711.18 
JNJ Johnson & Johnson
+0.21%
+$2,960.58 
MS Morgan Stanley
+0.17%
+$5,789.19 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,750.08 
C Citigroup Inc.
+0.1%
+$3,892.42 
OSCV Opus Small Cap Value ETF
+0.09%
+$1,078.32 
WMT Walmart Inc.
+0.09%
+$6,732.43 
ABT Abbott Laboratories
+0.09%
+$539.82 
DIS The Walt Disney Company
+0.03%
+$314.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$72.94 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$660.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$4,499.26 
ICSH iShares Short Treasury Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$89,554.3 
AAPL Apple Inc.
-7.35%
-$539,881.36 
MU Micron Technology, Inc.
-5.9%
-$1.1M 
EXEL Exelixis Inc.
-5.25%
-$43,794.25 
LAD Lithia Motors Inc.
-4.84%
-$44,906.87 
DECK Deckers Outdoor Corporation
-2.82%
-$17,495.06 
QCOM QUALCOMM Incorporated
-2.63%
-$50,589.34 
XLB Materials Select Sector SPDR Fund
-2.34%
-$39,609.35 
SLV iShares Silver Trust
-2.13%
-$3,463.32 
TRU TransUnion
-2.04%
-$17,482.4 
WSM Williams-Sonoma, Inc.
-2%
-$14,231.67 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$10,974.7 
LVS Las Vegas Sands Corp.
-1.97%
-$17,511.62 
PHM PulteGroup Inc.
-1.76%
-$11,704.17 
DNP DNP Select Income Fund Inc.
-1.74%
-$9,791.27 
DHI D.R. Horton, Inc.
-1.7%
-$11,102.66 
UTHR United Therapeutics Corporation
-1.54%
-$41,547.48 
GLD SPDR Gold Shares
-1.49%
-$8,913.3 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$6,497.4 
IAU iShares Gold Trust
-1.46%
-$4,744.87 
GPS Gap Inc-The
-1.42%
-$7,073.39 
NKE Nike, Inc. - Class B
-1.37%
-$7,702.4 
TTD The Trade Desk, Inc. Class A
-1.31%
-$3,987.1 
PKG Packaging Corporation of America
-1.12%
-$25,972.11 
NB NioCorp Developments Ltd.
-1.05%
-$534.37 
SCO ProShares UltraShort Bloomberg Crude Oil
-1.02%
-$71,660.61 
FOXA Fox Corporation
-1%
-$26,915.21 
XOM Exxon Mobil Corporation
-0.97%
-$27,163.62 
CHWY Chewy Inc.
-0.96%
-$5,149.1 
BRO Brown & Brown Inc.
-0.66%
-$3,165.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$65,367.04 
AMGN Amgen Inc.
-0.64%
-$7,653.31 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,935.86 
GS The Goldman Sachs Group, Inc.
-0.63%
-$22,919.72 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$1,559.53 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$5,428.8 
EME EMCOR Group, Inc.
-0.62%
-$22,151 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$38,580.78 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$38,064.24 
VNQ Vanguard Real Estate ETF
-0.54%
-$12,590.1 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$26,059.69 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$5,774.54 
IWM iShares Russell 2000 ETF
-0.47%
-$2,388 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$1,178.75 
ACII Innovator Index Autocallable Income ETF
-0.43%
-$68,964.72 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$2,416.22 
MBB iShares MBS ETF
-0.4%
-$95,275.37 
AXP American Express Company
-0.38%
-$3,874.74 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,195.27 
TMUS T-Mobile US, Inc.
-0.36%
-$5,446.89 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,462.06 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$3,065.92 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$97,240 
CL Colgate-Palmolive Company
-0.33%
-$3,727.2 
IJUL Innovator International Developed Power Buffer ETF
-0.33%
-$6,734.76 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$20,736.35 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$10,220.39 
FBND Fidelity Total Bond ETF
-0.27%
-$535.56 
VTV Vanguard Value ETF
-0.27%
-$12,738.47 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$4,227.31 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3.15 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,529.5 
IJAN Innovator International Developed Power Buffer ETF - January
-0.26%
-$5,138.99 
BKAG BNY Mellon Core Bond ETF
-0.24%
-$120,086.5 
COST Costco Wholesale Corporation
-0.24%
-$1,935.69 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$6,327.71 
BNDX Vanguard Total International Bond ETF
-0.23%
-$953.92 
PODD Insulet Corporation
-0.2%
-$880.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,759.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$9,642.24 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$871 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$3,791.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,596.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$2,542.7 
IXUS iShares Core International Stock ETF
-0.15%
-$450.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$4,067.4 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,035.92 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$171.2 
IOCT Innovator International Developed Power Buffer ETF – October
-0.07%
-$1,504.27 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$17,184.76 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$5,524.7 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$0.03 
ACEI Innovator Equity Accelerated Income Strategy ETF
-0.04%
-$1,621.68 
V Visa Inc. Class A
-0.04%
-$1,009.89 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$273.21 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$0.04 
JUCY Aptus Enhanced Yield ETF
-0.02%
-$4,042.97 
UBER Uber Technologies, Inc.
-0.01%
-$107.47 
IDUB Aptus International Enhanced Fund
-0.01%
-$94.08 Events
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Dividends
Dividend Analysis
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| Trades 1219 | Longs Won 653/1219 53% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,161.49 |
| Average Win $237,171.98 | Best Trade (Aug 18) $17.13M | Sharpe Ratio -13.98 |
| Average Loss -$62,423.54 | Worst Trade (Dec 30) -$6.45M | Z-Score 3 (99.73%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $98,144.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,018 | $4.9M | $6.8M | - | $1.9M | 38.77% | -7.354% |
| ABT Abbott Laboratories | 5,998 | $623,364.96 | $633,988.6 | - | $10,623.64 | 1.7% | +0.085% |
| ACEI Innovator Equity Accelerated Income Strategy ETF | 162,168 | $3.75M | $3.69M | - | -$58,384.96 | -1.56% | -0.044% |
| ACII Innovator Index Autocallable Income ETF | 626,952 | $15.72M | $15.92M | - | $194,355.31 | 1.24% | -0.431% |
| ACIO Aptus Collared Investment Opportunity ETF | 47,968 | $1.92M | $2.2M | - | $280,753.69 | 14.6% | +0.635% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,118 | $600,730.84 | $595,709.66 | - | -$5,021.18 | -0.84% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 11,500 | $292,460 | $293,480 | - | $1,020 | 0.35% | +0.472% |
| AMAT Applied Materials, Inc. | 16,417 | $2.41M | $8.33M | - | $5.92M | 245.59% | +1.176% |
| AMGN Amgen Inc. | 3,086 | $977,807.78 | $1.19M | - | $210,795.98 | 21.56% | -0.64% |
| AMZN Amazon.com Inc | 15,720 | $3.33M | $4.27M | - | $943,690.97 | 28.38% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 1,377 | $544,500 | $545,154.29 | - | $654.29 | 0.12% | -1.973% |
| AVGO Broadcom Inc. | 14,341 | $2.54M | $5.58M | - | $3.04M | 119.39% | +0.371% |
| AXP American Express Company | 3,051 | $836,549.92 | $1.03M | - | $189,348.83 | 22.63% | -0.376% |
| BAC Bank of America Corporation | 51,254 | $2.17M | $3.18M | - | $1.01M | 46.43% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 18,395 | $1.42M | $1.39M | - | -$28,181.03 | -1.99% | -0.198% |
| BKAG BNY Mellon Core Bond ETF | 1.2M | $50.49M | $49.58M | - | -$908,718.8 | -1.8% | -0.242% |
| BKR Baker Hughes Company | 48,992 | $2.14M | $2.96M | - | $820,295.76 | 38.27% | +0.985% |
| BND Vanguard Total Bond Market Index Fund | 22,249 | $1.62M | $1.61M | - | -$12,415.87 | -0.77% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 8,672 | $426,895.84 | $414,261.44 | - | -$12,634.4 | -2.96% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 2,165 | $981,351.09 | $1.11M | - | $126,133.01 | 12.85% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Andrew Halac?
The largest contributions to the portfolio's profits come from the following stocks: Oxford Lane Capital Corp. 7.95% Notes due 2032 - $5.87M, Janus Henderson AAA CLO ETF - $2.62M, State Street SPDR Portfolio S&P 500 ETF - $2.25M, Innovator U.S. Equity Ultra ETF - $2.2M, and Innovator U.S. Equity Ultra Fund - $2.08M. 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: Vanguard Long-Term Treasury Fund - $1.46M, BNY Mellon Core Bond ETF - $1.01M, Apple Inc - $858,855.3, First Trust SMID Cap Rising Dividend Achievers ETF - $467,609.51, and iShares Russell 2000 ETF - $457,771.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Halac's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.44M earned over time. The largest contributors to dividend income include BNY Mellon Core Bond ETF - $5.38M, Aptus Defined Risk ETF - $3.03M, Vanguard Short-Term Treasury Fund - $2.91M, Aptus Enhanced Yield ETF - $2.75M, and Janus Henderson AAA CLO ETF - $2.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Halac's monthly returns?
Andrew Halac'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 Andrew Halac's strategy be considered aggressive or moderate?
Andrew Halac's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Andrew Halac's strategy?
Andrew Halac'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.
