Drew Garner Portfolio
Invests via ARK & TLK INVESTMENTS, LLC | Managed by Drew Garner
Invests via ARK & TLK INVESTMENTS, LLC
Managed by Drew Garner
Automatically Tracked
Drew Garner Profile
Experienced growth investor and operator focused on technology and software businesses. Drew Garner brings a background in corporate finance, M&A and growth-stage investing, having led deal execution, portfolio strategy and operational value creation across SaaS and fintech companies. Known for cross-functional leadership, capital allocation discipline and scaling commercial go-to-market models to drive revenue expansion and exit value.
Experienced growth investor and operator focused on technology and software businesses. Drew Garner brings a background in corporate finance, M&A and growth-stage investing, having led deal execution, portfolio strategy and operational value creation across SaaS and fintech companies. Known for cross-functional leadership, capital allocation discipline and scaling commercial go-to-market models to drive revenue expansion and exit value.
Investment Philosophy & Strategy
Drew focuses on growth-stage technology and software opportunities, prioritizing capital-efficient SaaS and fintech businesses with clear unit economics and scalable go-to-market models. He favors active, operationally-oriented investments where hands-on portfolio support accelerates commercial scaling, margin expansion and exit readiness. Investment decisions blend rigorous financial underwrite—cash-flow sensitivity, M&A optionality—and practical operating KPIs. Typical horizon is medium-term (3–7 years) with disciplined allocation, staged capital deployment, and downside protection via governance and performance-based milestones.
Drew focuses on growth-stage technology and software opportunities, prioritizing capital-efficient SaaS and fintech businesses with clear unit economics and scalable go-to-market models. He favors active, operationally-oriented investments where hands-on portfolio support accelerates commercial scaling, margin expansion and exit readiness. Investment decisions blend rigorous financial underwrite—cash-flow sensitivity, M&A optionality—and practical operating KPIs. Typical horizon is medium-term (3–7 years) with disciplined allocation, staged capital deployment, and downside protection via governance and performance-based 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:
3.3%
Gain
Monthly
0.11%
Yearly
1.29%
Drawdown
26.68%
$407.57M
Equity
Holdings
$407.57M
Investment
$309.06M
$108.72M
Profit -$1.45M
Realized
$10.21M
Unrealized
$98.51M
Dividends
$14.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.45M
Win %
83%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$1.56M
Win %
83%
This Month
Compared to last month
Gain
0.09%
Profit
$348,634.56
Win %
83%
This Year
Compared to last year
Gain
10.74%
Profit
$39.54M
Win %
84%
SYK Stryker Corporation
+3.94%
+$17,734.09 
UNP Union Pacific Corporation
+3.49%
+$20,160.12 
SMC Summit Midstream Corporation
+2.56%
+$85,202.52 
REZ iShares Residential and Multisector Real Estate ETF
+2.51%
+$8,118.83 
WMT Walmart Inc.
+2.49%
+$15,489.6 
RWR SPDR Dow Jones REIT ETF
+2.23%
+$11,425.96 
MSFT Microsoft Corp.
+1.78%
+$49,589.62 
VNQ Vanguard Real Estate ETF
+1.77%
+$93,663.93 
ICF iShares Cohen & Steers Realty Majors ETF
+1.51%
+$16,329.62 
ET Energy Transfer L.P.
+1.43%
+$4,389.28 
DFAT Dimensional US Targeted Value ETF
+1.36%
+$29,813.19 
EPD Enterprise Products Partners L.P.
+1.29%
+$4,007.55 
IJS iShares S&P Small-Cap 600 Value ETF
+1.29%
+$38,848.68 
AAPL Apple Inc.
+1.25%
+$43,315.29 
IWN iShares Russell 2000 Value ETF
+1.11%
+$11,793.82 
AVUV Avantis U.S. Small Cap Value ETF
+1.1%
+$8,778 
HD The Home Depot, Inc.
+1.09%
+$7,014.18 
XOM Exxon Mobil Corporation
+1.02%
+$6,657.08 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.01%
+$14,154.84 
COP ConocoPhillips
+0.82%
+$2,425.12 
IWS iShares Russell Mid-Cap Value ETF
+0.77%
+$36,214.49 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$3,232.89 
IWD iShares Russell 1000 Value ETF
+0.72%
+$50,765.37 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$2,211.46 
NFLX Netflix, Inc.
+0.45%
+$1,116.23 
TMO Thermo Fisher Scientific Inc.
+0.43%
+$1,878.05 
DFAS Dimensional U.S. Small Cap ETF
+0.38%
+$4,681.31 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.31%
+$1,563 
HON Honeywell International Inc.
+0.26%
+$298.12 
VTV Vanguard Value ETF
+0.26%
+$2,021 
GOOG Alphabet Inc
+0.22%
+$708.41 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$3,035.72 
DUHP Dimensional US High Profitability ETF
+0.06%
+$344.7 
IBIC iShares iBonds Oct 2026 Term TIPS ETF
+0.06%
+$253.75 
IBIE iShares iBonds Oct 2028 Term TIPS ETF
+0.06%
+$268.63 
DFUV Dimensional US Marketwide Value ETF
+0.04%
+$650 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$968.72 
VB Vanguard Small-Cap ETF
+0.02%
+$221.83 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$37.51 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$37.2 
FLOT iShares Floating Rate Bond ETF
0%
$0 
IBID iShares iBonds Oct 2027 Term TIPS ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.69%
-$67,930.2 
CORZ Core Scientific, Inc.
-8.38%
-$26,670 
HOOD Robinhood Markets, Inc.
-7.62%
-$26,430 
MU Micron Technology, Inc.
-6.55%
-$35,911.58 
NVDA NVIDIA Corporation
-2.73%
-$41,413.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.05%
-$116,971.17 
DFAE Dimensional Emerging Core Equity Market ETF
-1.9%
-$21,837.58 
META Meta Platforms Inc Class A
-1.85%
-$9,370.68 
CWB SPDR Bloomberg Convertible Securities ETF
-1.83%
-$31,312 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.83%
-$136,062.36 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$19,230.05 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$191,205.12 
VONG Vanguard Russell 1000 Growth Fund
-1.62%
-$9,052.96 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$62,736.1 
DFEV Dimensional Emerging Markets Value ETF
-1.58%
-$36,034.05 
IWO iShares Russell 2000 Growth ETF
-1.56%
-$13,933.7 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$6,965.96 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$4,303.5 
VBK Vanguard Small-Cap Growth ETF
-1.42%
-$5,462.55 
TSLA Tesla, Inc.
-1.41%
-$4,770.47 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$6,912.78 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.21%
-$173,323.05 
SCHF Schwab International Equity ETF
-1.18%
-$3,790.15 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.13%
-$13,164.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$4,790.17 
EFG iShares MSCI EAFE Growth ETF
-1.08%
-$23,086.8 
SCHA Schwab U.S. Small-Cap ETF
-1.04%
-$19,800 
VUG Vanguard Growth ETF
-1.03%
-$5,751 
JPM JPMorgan Chase & Co.
-1%
-$20,777.3 
AVDE Avantis International Equity ETF
-0.93%
-$49,543.19 
EFA iShares MSCI EAFE ETF
-0.84%
-$3,703.92 
SCHM Schwab U.S. Mid-Cap ETF
-0.76%
-$11,070 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$271,420.98 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$20,429.47 
DFIV Dimensional International Value ETF
-0.61%
-$13,206.94 
BP BP p.l.c. Sponsored ADR
-0.56%
-$3,274.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$6,088.93 
MGC Vanguard Mega Cap ETF
-0.53%
-$5,128.87 
DFUS Dimensional U.S. Equity Market ETF
-0.52%
-$195,832.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.52%
-$20,479.15 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$5,309.74 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.48%
-$2,027.6 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,812.02 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$2,706.21 
VXF Vanguard Extended Market ETF
-0.46%
-$3,031.6 
SCHB Schwab U.S. Broad Market ETF
-0.45%
-$15,185.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$27,618.89 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$3,685.5 
IWB iShares Russell 1000 ETF
-0.4%
-$5,446.19 
AVUS Avantis U.S. Equity ETF
-0.31%
-$31,856 
DFAU Dimensional US Core Equity Market ETF
-0.31%
-$14,164 
FESM Fidelity Enhanced Small Cap ETF
-0.29%
-$787.36 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$1,349.7 
IBIL iShares iBonds Oct 2035 Term TIPS ETF
-0.22%
-$635.25 
IBIK iShares iBonds Oct 2034 Term TIPS ETF
-0.2%
-$575 
VO Vanguard Mid-Cap ETF
-0.2%
-$2,785.28 
SCHV Schwab U.S. Large-Cap Value ETF
-0.19%
-$2,116.34 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$185,227.58 
IBII iShares iBonds Oct 2032 Term TIPS ETF
-0.16%
-$771.67 
AMZN Amazon.com Inc
-0.14%
-$551.9 
IBIJ iShares iBonds Oct 2033 Term TIPS ETF
-0.13%
-$1,794.18 
FMDE Fidelity Enhanced Mid Cap ETF
-0.12%
-$293.05 
IBIH iShares iBonds Oct 2031 Term TIPS ETF
-0.12%
-$574.74 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$618.66 
IBIG iShares iBonds Oct 2030 Term TIPS ETF
-0.08%
-$376.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.07%
-$347.36 
IBIF iShares iBonds Oct 2029 Term TIPS ETF
-0.04%
-$185.12 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$136.57 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$190.28 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$290.58 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$291.22 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$66.42 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$1,083.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$81.73 Events
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Dividends
Dividend Analysis
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| Trades 716 | Longs Won 593/716 82% | Profit Factor 164.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $184,449.63 | Best Trade (Jul 15) $23.86M | Sharpe Ratio -11.02 |
| Average Loss -$5,392.22 | Worst Trade (Jul 10) -$89,751.39 | Z-Score 22.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $151,837.14 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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Returns
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