MO
Matthew Ottusch Portfolio
Invests via Cushing Capital Partners LLC | Managed by Matthew Ottusch, Jacob Mayer
Invests via Cushing Capital Partners LLC
Managed by Matthew Ottusch, Jacob Mayer
Automatically Tracked
Seasoned healthcare and growth-stage investor with experience in private equity, venture and portfolio company operating roles.
Matthew Ottusch is a senior investor and board director who has led deal sourcing, due diligence, growth initiatives, and exits across healthcare services and healthtech.
Focuses on value creation through commercial scale-up, strategic M&A and operational improvements; engages with LPs on fundraising and portfolio governance.
Seasoned healthcare and growth-stage investor with experience in private equity, venture and portfolio company operating roles.
Matthew Ottusch is a senior investor and board director who has led deal sourcing, due diligence, growth initiatives, and exits across healthcare services and healthtech.
Focuses on value creation through commercial scale-up, strategic M&A and operational improvements; engages with LPs on fundraising and portfolio governance.
Investment Philosophy & Strategy
Invests primarily in growth-stage healthcare services and healthtech, applying a value-oriented growth lens that emphasizes commercial scale-up, strategic M&A and operational transformation. Allocates capital toward companies with durable clinical economics and scalable go-to-market models, favoring board-level engagement and staged commitments tied to KPI-driven milestones. Time horizon is multi-year with active governance to de-risk execution; underwriting centers on revenue unit economics, management depth, clear exit pathways and repeatable integration playbooks.
Invests primarily in growth-stage healthcare services and healthtech, applying a value-oriented growth lens that emphasizes commercial scale-up, strategic M&A and operational transformation. Allocates capital toward companies with durable clinical economics and scalable go-to-market models, favoring board-level engagement and staged commitments tied to KPI-driven milestones. Time horizon is multi-year with active governance to de-risk execution; underwriting centers on revenue unit economics, management depth, clear exit pathways and repeatable integration playbooks.
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:
25.2%
Gain +0.18%
Monthly
1.13%
Yearly
14.44%
Drawdown
12.99%
$149.81M
Equity
Holdings
$149.81M
Investment
$128.76M
$25.81M
Profit +$221,670.53
Realized
$4.77M
Unrealized
$21.04M
Dividends
$3.79M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$221,670.53
Win %
76%
This Week
Compared To Last Week
Gain
0.15%
Profit
$221,670.53
Win %
76%
This Month
Compared to last month
Gain
2.52%
Profit
$3.69M
Win %
76%
This Year
Compared to last year
Gain
3.37%
Profit
$4.89M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$34,095.59 
GOOGL Alphabet Inc
+6.73%
+$12,875.31 
MSFT Microsoft Corp.
+3.02%
+$37,250.67 
NVDA NVIDIA Corporation
+2.93%
+$12,693.35 
CSCO Cisco Systems, Inc.
+2.14%
+$17,734.14 
GWW W.W. Grainger, Inc.
+1.97%
+$13,284.8 
ACN Accenture plc Class A
+1.61%
+$7,729.6 
PH Parker-Hannifin Corporation
+1.43%
+$5,715.86 
PWR Quanta Services Inc.
+1.43%
+$3,029.74 
CGUS Capital Group Core Equity ETF
+1.29%
+$71,439.81 
ITW Illinois Tool Works Inc.
+1.15%
+$9,402.25 
XLE Energy Select Sector SPDR Fund
+1%
+$14,291.57 
ADP Automatic Data Processing Inc.
+0.98%
+$7,169.09 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$17,918.88 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.84%
+$15,392.3 
MCD McDonald's Corporation
+0.82%
+$4,389.02 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$17,601.55 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,584.37 
CAT Caterpillar Inc.
+0.7%
+$2,545.83 
ROP Roper Technologies Inc.
+0.7%
+$3,470.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$40,025.01 
UPSD Aptus Large Cap Upside ETF
+0.66%
+$16,023.84 
CGGR Capital Group Growth ETF
+0.65%
+$3,211.75 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$91,033.32 
CGDV Capital Group Dividend Value ETF
+0.63%
+$3,427.36 
ADME Aptus Drawdown Managed Equity Fund
+0.63%
+$12,412.07 
PSX Phillips 66
+0.51%
+$4,295.08 
FTC First Trust Large Cap Growth Fund
+0.47%
+$1,122.99 
KKR KKR & Co. Inc.
+0.45%
+$5,746.05 
PAYX Paychex Inc.
+0.44%
+$1,230.63 
AVGO Broadcom Inc.
+0.37%
+$2,518.56 
DRSK Aptus Defined Risk ETF
+0.28%
+$26,005.76 
JPM JPMorgan Chase & Co.
+0.27%
+$1,651.58 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$3,216.57 
ADI Analog Devices, Inc.
+0.2%
+$903.53 
CB Chubb Limited
+0.15%
+$784.4 
AFL Aflac Inc.
+0.09%
+$595.32 
OSCV Opus Small Cap Value ETF
+0.09%
+$3,451.96 
WMT Walmart Inc.
+0.09%
+$944.32 
ABT Abbott Laboratories
+0.09%
+$242.82 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$261.66 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$452.46 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$105.51 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$114.6 
USA Liberty All Star Equity Fund
0%
$0 7840
78409V112
0%
$0 
AAPL Apple Inc.
-7.35%
-$152,686.04 
SYK Stryker Corporation
-6.42%
-$29,823.9 
TROW T. Rowe Price Group, Inc.
-6.31%
-$19,856.61 
LIN Linde plc
-5.95%
-$33,195.23 
GDX VanEck Gold Miners ETF
-3.49%
-$22,101.98 
IBIT iShares Bitcoin Trust
-2.89%
-$9,990.5 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$87,136.48 
SLV iShares Silver Trust
-2.13%
-$39,162.42 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,008.01 
IAUM iShares Gold Trust Micro
-1.46%
-$19,753.8 
IAU iShares Gold Trust
-1.46%
-$43,787.5 
MDLZ Mondelez International, Inc.
-1.22%
-$8,096.57 
NEE NextEra Energy, Inc.
-1.15%
-$6,801.34 
WRB W.R. Berkley Corporation
-1.15%
-$4,158 
LOW Lowe's Companies Inc.
-1.08%
-$6,163.06 
PLD Prologis Inc.
-1.08%
-$4,781.08 
CTAS Cintas Corporation
-1.04%
-$9,462.92 
XOM Exxon Mobil Corporation
-0.97%
-$2,584.17 
COPX Global X Copper Miners ETF
-0.81%
-$4,497.92 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.8%
-$12,503.47 
BLK BlackRock, Inc.
-0.73%
-$2,840.88 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$6,914.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$28,560.72 
AVNV Avantis All International Markets Value ETF
-0.61%
-$2,366.27 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$19,213.76 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$10,240.92 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$17,689.35 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$7,614.55 
DMBS DoubleLine Mortgage ETF
-0.47%
-$13,523.54 
IWM iShares Russell 2000 ETF
-0.47%
-$1,320.49 
HD The Home Depot, Inc.
-0.42%
-$1,163.45 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$5,697.56 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$7,053.29 
CL Colgate-Palmolive Company
-0.33%
-$1,044.6 
CEG Constellation Energy Corporation
-0.31%
-$1,549.53 
CBSH Commerce Bancshares, Inc.
-0.29%
-$1,631.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$9,083.52 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$2,480.87 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$7,114.23 
DEFR Aptus Deferred Income ETF
-0.19%
-$627.7 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,931.19 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$2,780.04 
IXUS iShares Core International Stock ETF
-0.15%
-$1,723.82 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$1,714.98 
MUB iShares National Muni Bond ETF
-0.11%
-$336.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$3,571.92 
IFV First Trust Dorsey Wright Focus 5 International Fund
-0.1%
-$523.95 
DSCO DoubleLine Securitized Credit ETF
-0.04%
-$491.42 
V Visa Inc. Class A
-0.04%
-$345.36 
JUCY Aptus Enhanced Yield ETF
-0.02%
-$628.06 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$293.33 
IDUB Aptus International Enhanced Fund
-0.01%
-$355.17 Events
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Dividends
Dividend Analysis
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No Data
| Trades 567 | Longs Won 387/567 68% | Profit Factor 7.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,399.32 |
| Average Win $76,201.65 | Best Trade (Aug 14) $1.44M | Sharpe Ratio -12.14 |
| Average Loss -$22,167.14 | Worst Trade (Aug 02) -$593,496.96 | Z-Score 9.1 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $45,526.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,125 | $458,240 | $458,240 | - | - | - | 0.0 |
| AAPL Apple Inc. | 6,227 | $1.55M | $1.92M | - | $374,529.37 | 24.18% | -7.354% |
| ABT Abbott Laboratories | 2,698 | $357,889.83 | $285,178.6 | - | -$72,711.23 | -20.32% | +0.085% |
| ACIO Aptus Collared Investment Opportunity ETF | 313,908 | $12.75M | $14.42M | - | $1.67M | 13.1% | +0.635% |
| ACN Accenture plc Class A | 2,939 | $708,619.95 | $487,638.88 | - | -$220,981.07 | -31.18% | +1.611% |
| ADI Analog Devices, Inc. | 1,221 | $388,448.8 | $448,607.61 | - | $60,158.81 | 15.49% | +0.202% |
| ADME Aptus Drawdown Managed Equity Fund | 35,977 | $1.72M | $1.98M | - | $263,963.09 | 15.34% | +0.629% |
| ADP Automatic Data Processing Inc. | 2,768 | $749,225.18 | $737,561.25 | - | -$11,663.93 | -1.56% | +0.982% |
| AFL Aflac Inc. | 4,961 | $519,898.34 | $632,428.28 | - | $112,529.94 | 21.64% | +0.094% |
| AMZN Amazon.com Inc | 945 | $225,288 | $256,643.09 | - | $31,355.09 | 13.92% | +15.321% |
| AVGO Broadcom Inc. | 1,749 | $546,475.4 | $680,850.72 | - | $134,375.32 | 24.59% | +0.371% |
| AVNV Avantis All International Markets Value ETF | 4,658 | $365,327 | $386,763.05 | - | $21,436.05 | 5.87% | -0.608% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,865 | $269,660.16 | $358,927.2 | - | $89,267.04 | 33.1% | +0.032% |
| BLK BlackRock, Inc. | 356 | $342,108.84 | $388,178.84 | - | $46,070 | 13.47% | -0.727% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 3,738 | $437,682 | $439,962.6 | - | $2,280.6 | 0.52% | +0.06% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $766,600 | - | $85,680 | 12.58% | +0.21% |
| BTC Grayscale Bitcoin Mini Trust ETF | 106,264 | $3.27M | $2.96M | - | -$311,219.67 | -9.53% | -2.864% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 25,898 | $1.13M | $1.4M | - | $274,295.73 | 24.28% | -0.404% |
| CAT Caterpillar Inc. | 449 | $176,145.76 | $365,849.69 | - | $189,703.93 | 107.7% | +0.701% |
| CB Chubb Limited | 1,480 | $417,742.69 | $519,006.39 | - | $101,263.7 | 24.24% | +0.151% |
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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 Matthew Ottusch?
The largest contributions to the portfolio's profits come from the following stocks: iShares Silver Trust - $1.35M, VanEck Gold Miners ETF - $1.21M, iShares Gold Trust - $643,717.4, Aptus Defined Risk ETF - $420,014.92, and Aptus Enhanced Yield ETF - $325,345.26. 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: Par Technology Corporation - $205,785.29, KKR & Co. Inc - $135,549.23, Paychex Inc - $128,289.41, Procter & Gamble Co - $84,420.7, and UnitedHealth Group Incorporated - $74,020.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Ottusch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.79M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $420,014.92, Aptus Enhanced Yield ETF - $337,882.12, DoubleLine Mortgage ETF - $231,293.87, Aptus International Enhanced Fund - $200,760.31, and VANGUARD FTSE DEVELOPED MARKETS ETF - $146,364.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Ottusch's monthly returns?
Matthew Ottusch'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 Matthew Ottusch's strategy be considered aggressive or moderate?
Matthew Ottusch'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 Matthew Ottusch's strategy?
Matthew Ottusch'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.
