Mark Heider Portfolio
Invests via Peirce Capital Management, LLC | Managed by Wesley M. Peirce, Mark D. Heider, George L. Williamson
Invests via Peirce Capital Management, LLC
Managed by Wesley M. Peirce, Mark D. Heider, George L. Williamson
Automatically Tracked
Mark Heider Profile
Veteran investor and operator focused on growth-stage technology and fintech companies, Mark Heider brings experience in corporate development, M&A and go-to-market scaling. He is known for sourcing cross-border partnerships, advising on product-market fit and leading strategic exits. Market-facing profile suits lead or board roles for venture and private equity-backed software businesses seeking commercialization and M&A outcomes.
Veteran investor and operator focused on growth-stage technology and fintech companies, Mark Heider brings experience in corporate development, M&A and go-to-market scaling. He is known for sourcing cross-border partnerships, advising on product-market fit and leading strategic exits. Market-facing profile suits lead or board roles for venture and private equity-backed software businesses seeking commercialization and M&A outcomes.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where operational experience accelerates commercialization and exit value. Prefers lead or active board investments, deploying capital alongside strategic corporate development and cross-border partnership plays. Investment style blends revenue-driven underwriting, KPI-led diligence, and hands-on go-to-market support with a 3–7 year horizon targeting strategic M&A or scale buyout outcomes while managing execution risk.
Focuses on growth-stage technology and fintech opportunities where operational experience accelerates commercialization and exit value. Prefers lead or active board investments, deploying capital alongside strategic corporate development and cross-border partnership plays. Investment style blends revenue-driven underwriting, KPI-led diligence, and hands-on go-to-market support with a 3–7 year horizon targeting strategic M&A or scale buyout outcomes while managing execution risk.
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:
7.14%
Gain
Monthly
0.23%
Yearly
2.76%
Drawdown
28.7%
$273.61M
Equity
Holdings
$273.61M
Investment
$206.59M
$78.86M
Profit +$688,813
Realized
$11.84M
Unrealized
$67.02M
Dividends
$12.38M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$688,813
Win %
86%
This Week
Compared To Last Week
Gain
0.1%
Profit
$261,535.43
Win %
86%
This Month
Compared to last month
Gain
0.9%
Profit
$2.45M
Win %
86%
This Year
Compared to last year
Gain
0.88%
Profit
$2.38M
Win %
87%
AAPL Apple Inc.
+3.85%
+$11,268.78 
AMZN Amazon.com Inc
+3%
+$8,880.3 
MSFT Microsoft Corp.
+2.94%
+$34,054.91 
DISV Dimensional International Small Cap Equity Fund
+0.86%
+$14,668.6 
CMC Commercial Metals Company
+0.85%
+$6,140.96 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.83%
+$233,513.28 
DFSV Dimensional US Small Cap Value ETF
+0.72%
+$5,581.24 
ABBV AbbVie Inc.
+0.72%
+$1,532.12 
AVDV Avantis International Small Cap Value ETF
+0.57%
+$131,423.68 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$150,544.64 
VUG Vanguard Growth ETF
+0.54%
+$1,342.03 
VWO Vanguard FTSE Emerging Markets ETF
+0.53%
+$3,293.01 
DFAT Dimensional US Targeted Value ETF
+0.53%
+$5,830.09 
DFIC Dimensional International Core Equity Market ETF
+0.43%
+$11,144.32 
DFIV Dimensional International Value ETF
+0.42%
+$69,657.29 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.38%
+$64,572.46 
ESGV Vanguard ESG U.S. Stock ETF
+0.32%
+$2,470.86 
IVLU iShares MSCI International Value Factor ETF
+0.29%
+$1,743.25 
DFGR Dimensional Global Real Estate ETF
+0.26%
+$18,321.9 
REET iShares Global REIT ETF
+0.25%
+$3,169.36 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$35,421.71 
DFAU Dimensional US Core Equity Market ETF
+0.18%
+$2,475.13 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.15%
+$1,078.92 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$13,456.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$5,693.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.12%
+$32,552.52 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.1%
+$33,580.57 
VB Vanguard Small-Cap ETF
+0.07%
+$405.49 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.07%
+$5,317.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.05%
+$3,194.95 
MU Micron Technology, Inc.
-7.82%
-$13,370.16 
LNG Cheniere Energy Inc.
-3.38%
-$11,275.29 
TALO Talos Energy Inc.
-2.97%
-$15,333.36 
XOM Exxon Mobil Corporation
-1.48%
-$10,115.78 
NVDA NVIDIA Corporation
-1.23%
-$10,150.4 
CVX Chevron Corporation
-1.19%
-$4,589.55 
COP ConocoPhillips
-1.06%
-$3,182.06 
LLY Eli Lilly and Company
-0.61%
-$2,835.11 
DFUV Dimensional US Marketwide Value ETF
-0.55%
-$54,471.47 
DFAE Dimensional Emerging Core Equity Market ETF
-0.5%
-$1,797.12 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.5%
-$89,570.91 
IEMG iShares Core MSCI Emerging Markets ETF
-0.43%
-$4,260.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.22%
-$1,085.7 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.08%
-$1,110.4 
TSLA Tesla, Inc.
-0.05%
-$324.11 Events
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Dividends
Dividend Analysis
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| Trades 313 | Longs Won 263/313 84% | Profit Factor 91.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $967,561.2 |
| Average Win $303,127.62 | Best Trade (Jul 15) $9.93M | Sharpe Ratio -136.92 |
| Average Loss -$17,346.88 | Worst Trade (Jul 15) -$284,804.95 | Z-Score 17.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $251,933.61 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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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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