Melissa Flynn Portfolio
Invests via MCCARTER PRIVATE WEALTH SERVICES LLC | Managed by Melissa W. Flynn, Thomas Booth
Invests via MCCARTER PRIVATE WEALTH SERVICES LLC
Managed by Melissa W. Flynn, Thomas Booth
Automatically Tracked
Melissa Flynn Profile
Venture investor and seasoned operator focused on growth-stage technology and SaaS businesses. Melissa Flynn brings experience in scaling product and go-to-market teams, leading board and advisory roles, and sourcing early growth opportunities. Investment focus includes software-enabled services, enterprise SaaS monetization, and founder-led companies across North America.
Venture investor and seasoned operator focused on growth-stage technology and SaaS businesses. Melissa Flynn brings experience in scaling product and go-to-market teams, leading board and advisory roles, and sourcing early growth opportunities. Investment focus includes software-enabled services, enterprise SaaS monetization, and founder-led companies across North America.
Investment Philosophy & Strategy
Focuses on growth-stage, founder-led technology and SaaS companies where product-led scale and repeatable go-to-market motion drive durable unit economics. Prioritizes enterprise SaaS and software-enabled services with clear monetization levers, favoring capital to expand sales, customer success, and product-market fit. Employs hands-on partnership, board-level governance, and operating playbooks to de-risk scaling execution. Investment horizon is multi-year with conviction in category leadership; risk discipline emphasizes ARR growth quality, gross retention, and efficient payback metrics over speculative early-stage bets.
Focuses on growth-stage, founder-led technology and SaaS companies where product-led scale and repeatable go-to-market motion drive durable unit economics. Prioritizes enterprise SaaS and software-enabled services with clear monetization levers, favoring capital to expand sales, customer success, and product-market fit. Employs hands-on partnership, board-level governance, and operating playbooks to de-risk scaling execution. Investment horizon is multi-year with conviction in category leadership; risk discipline emphasizes ARR growth quality, gross retention, and efficient payback metrics over speculative early-stage bets.
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:
-0.44%
Gain
Monthly
-0.02%
Yearly
-0.25%
Drawdown
28.62%
$255.16M
Equity
Holdings
$255.16M
Investment
$201.24M
$53.21M
Profit -$1.15M
Realized
-$699,514.74
Unrealized
$53.91M
Dividends
$4.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.15M
Win %
72%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$386,419.45
Win %
72%
This Month
Compared to last month
Gain
0.07%
Profit
$183,216.74
Win %
72%
This Year
Compared to last year
Gain
11.19%
Profit
$25.69M
Win %
71%
ABT Abbott Laboratories
+10.62%
+$64,113.24 
MDLZ Mondelez International, Inc.
+4.33%
+$22,463.76 
SJM The J.M. Smucker Company
+4.1%
+$16,261.86 
ABBV AbbVie Inc.
+4.01%
+$76,039.5 
ADSK Autodesk, Inc.
+4%
+$12,873.06 
EFX Equifax Inc.
+3.87%
+$36,520 
WM Waste Management, Inc.
+3.87%
+$15,120 
MDT Medtronic plc
+3.72%
+$11,669.97 
ZTS Zoetis Inc.
+3.66%
+$19,672.38 
UNP Union Pacific Corporation
+3.56%
+$11,534.16 
GPC Genuine Parts Company
+3.4%
+$11,124 
AMGN Amgen Inc.
+3.36%
+$7,654.26 
MO Altria Group, Inc.
+3.29%
+$7,818.4 
IBM International Business Machines Corporation
+3.28%
+$9,217.45 
GILD Gilead Sciences Inc.
+3.27%
+$6,585.7 
CRM Salesforce Inc
+3.19%
+$26,426.14 
MRK Merck & Co., Inc.
+3.07%
+$38,582.2 
MCD McDonald's Corporation
+3.05%
+$14,430.72 
PEP PepsiCo, Inc.
+2.96%
+$38,491.99 
NSC Norfolk Southern Corporation
+2.96%
+$15,264.12 
COST Costco Wholesale Corporation
+2.9%
+$146,649.58 
BMY Bristol-Myers Squibb Company
+2.89%
+$17,392.4 
CSX CSX Corporation
+2.75%
+$10,404 
CL Colgate-Palmolive Company
+2.74%
+$11,882.34 
LOW Lowe's Companies Inc.
+2.73%
+$25,710.97 
PSX Phillips 66
+2.73%
+$26,899.8 
AZO AutoZone Inc.
+2.62%
+$129,859.3 
MA Mastercard Incorporated
+2.58%
+$150,210.49 
KRE SPDR S&P Regional Banking ETF
+2.57%
+$16,398.29 
VZ Verizon Communications Inc.
+2.54%
+$15,157.54 
CMCSA Comcast Corp
+2.49%
+$8,178.89 
BXSL Blackstone Secured Lending Fund
+2.46%
+$13,852.72 
PCAR PACCAR Inc.
+2.45%
+$6,795 
VLO Valero Energy Corporation
+2.43%
+$43,054.4 
V Visa Inc. Class A
+2.37%
+$39,338.24 
TJX The TJX Companies, Inc.
+2.29%
+$153,340.28 
PKG Packaging Corporation of America
+2.26%
+$5,571.76 
FITB Fifth Third Bancorp
+2.22%
+$5,668.14 
DIS The Walt Disney Company
+2.14%
+$5,220.8 
WMT Walmart Inc.
+2.12%
+$9,249.3 
REGN Regeneron Pharmaceuticals, Inc.
+2.12%
+$4,347.63 
GWW W.W. Grainger, Inc.
+2.05%
+$5,756.4 
PG Procter & Gamble Co
+2.01%
+$79,354.42 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$5,083.01 
MNST Monster Beverage Corporation
+1.96%
+$8,447.93 
FVD First Trust Value Line Dividend Index Fund
+1.86%
+$5,815.81 
VRTX Vertex Pharmaceuticals Incorporated
+1.83%
+$58,374.46 
NVO Novo Nordisk A/S Sponsored ADR
+1.82%
+$26,304.64 
SPLV Invesco S&P 500 Low Volatility ETF
+1.74%
+$6,699.34 
SYY Sysco Corporation
+1.71%
+$12,228.18 
FDX FedEx Corporation
+1.57%
+$3,461.55 
EMR Emerson Electric Co.
+1.56%
+$3,629.52 
TRV The Travelers Companies, Inc.
+1.56%
+$102,157.5 
HD The Home Depot, Inc.
+1.49%
+$9,525 
TXT Textron Inc.
+1.48%
+$5,394.58 
KMI Kinder Morgan, Inc.
+1.48%
+$8,612.61 
AAPL Apple Inc.
+1.46%
+$70,011.05 
SO The Southern Company
+1.41%
+$7,574.35 
LLY Eli Lilly and Company
+1.4%
+$32,526.16 
BIZD VanEck BDC Income ETF
+1.38%
+$3,248.53 
DHR Danaher Corporation
+1.37%
+$7,749.5 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
+1.35%
+$5,423.43 
MSFT Microsoft Corp.
+1.15%
+$101,133.26 
DHI D.R. Horton, Inc.
+1.14%
+$4,587.96 
JNJ Johnson & Johnson
+1.12%
+$17,608.8 
CVX Chevron Corporation
+1.11%
+$44,924.8 
LIN Linde plc
+1.08%
+$3,207.4 
COF Capital One Financial Corporation
+1.06%
+$2,937.06 
COP ConocoPhillips
+1.03%
+$2,346 
ROK Rockwell Automation, Inc.
+1.02%
+$5,718.57 
XOM Exxon Mobil Corporation
+1.02%
+$15,615.81 
WEC WEC Energy Group Inc.
+1.01%
+$3,705.17 
SM SM Energy Company
+1%
+$1,939.8 
PFE Pfizer Inc.
+0.99%
+$6,431.01 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$43,764.17 
GD General Dynamics Corporation
+0.95%
+$3,643.5 
BX Blackstone Inc.
+0.9%
+$3,301.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.84%
+$2,514.01 
DE Deere & Company
+0.83%
+$10,589.6 
EW Edwards Lifesciences Corporation
+0.78%
+$12,701.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$13,137.7 
AMP Ameriprise Financial, Inc.
+0.71%
+$4,055.4 
AXP American Express Company
+0.56%
+$11,993.67 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$4,357.06 
MAR Marriott International Inc. - Class A
+0.5%
+$7,338.95 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$4,336.68 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,621.68 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$5,624.02 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$1,878.66 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$1,749.54 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$1,759.5 
BRK-A Berkshire Hathaway Inc.
+0.3%
+$2,180.07 
A Agilent Technologies Inc.
+0.26%
+$804.63 
NEE NextEra Energy, Inc.
+0.26%
+$5,464.11 
CVS CVS Health Corporation
+0.24%
+$1,211.86 
FANG Diamondback Energy Inc
+0.23%
+$1,978 
BG Bunge Global S.A.
+0.2%
+$497.26 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$8,349.72 
BABA Alibaba Group Holding Limited SP ADR
+0.07%
+$176.56 
VB Vanguard Small-Cap ETF
+0.05%
+$1,221.97 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
+0.04%
+$535.9 
CME CME Group Inc.
+0.02%
+$52.76 
SWZ Total Return Securities Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-11.86%
-$76,596.28 
WDC Western Digital Corporation
-10.04%
-$61,932 
HOOD Robinhood Markets, Inc.
-8.53%
-$49,053.5 
CIEN Ciena Corporation
-7.2%
-$78,217.48 
ORCL Oracle Corporation
-6.49%
-$39,284.8 
MCHP Microchip Technology Incorporated
-6.11%
-$28,816.36 
AMD Advanced Micro Devices, Inc.
-6.07%
-$39,327.12 
AVGO Broadcom Inc.
-5.52%
-$895,484.7 
LRCX Lam Research Corporation
-5.44%
-$45,650 
GS The Goldman Sachs Group, Inc.
-5.32%
-$30,670 
DELL Dell Technologies Inc.
-4.84%
-$269,909.82 
GOOGL Alphabet Inc
-4.78%
-$348,745.32 
MS Morgan Stanley
-4.77%
-$50,262.37 
QCOM QUALCOMM Incorporated
-4.76%
-$65,342.25 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-4.71%
-$9,014.25 
GOOG Alphabet Inc
-4.7%
-$276,070.37 
NEM Newmont Corporation
-4.67%
-$27,047.83 
CAT Caterpillar Inc.
-4.45%
-$13,461.77 
MPWR Monolithic Power Systems, Inc.
-4.43%
-$37,534.96 
FCX Freeport-McMoRan Inc.
-4.3%
-$15,463.87 
NXPI NXP Semiconductors N.V.
-4.14%
-$130,921.3 
VRT Vertiv Holdings Co
-3.98%
-$151,245.48 
SLV iShares Silver Trust
-3.93%
-$80,462.5 
ETN Eaton Corporation plc
-3.88%
-$118,874.25 
GDX VanEck Gold Miners ETF
-3.72%
-$43,377.47 
AEM Agnico Eagle Mines Limited
-3.71%
-$176,932.8 
AMAT Applied Materials, Inc.
-3.46%
-$47,771.55 
CMI Cummins Inc.
-3.12%
-$9,293.13 
NVDA NVIDIA Corporation
-2.98%
-$69,315.22 
PWR Quanta Services Inc.
-2.96%
-$10,573.69 
META Meta Platforms Inc Class A
-2.91%
-$92,021.13 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.91%
-$82,429.66 
APH Amphenol Corporation
-2.7%
-$20,408.47 
GEV GE Vernova Inc.
-2.29%
-$52,742.69 
GLD SPDR Gold Shares
-2.07%
-$7,039.23 
CSCO Cisco Systems, Inc.
-2.03%
-$23,537.63 
AMZN Amazon.com Inc
-1.85%
-$66,509.79 
NPO EnPro Industries Inc.
-1.53%
-$7,718.85 
EMXF iShares ESG Aware MSCI EM ETF
-1.51%
-$5,720.38 
JPM JPMorgan Chase & Co.
-1.42%
-$74,500 
IPAC iShares Core MSCI Pacific ETF
-1.4%
-$25,777.96 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.33%
-$5,247.34 
VSGX Vanguard ESG International Stock ETF
-1.32%
-$3,562.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$7,897.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.28%
-$22,761.83 
RTX RTX Corporation
-1.21%
-$64,981.29 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.2%
-$3,832.64 
BNY BlackRock New York Municipal Income Trust
-1.11%
-$3,096.37 
TT Trane Technologies plc
-0.94%
-$20,361.9 
EFA iShares MSCI EAFE ETF
-0.94%
-$32,998.49 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.92%
-$2,587.25 
ESGV Vanguard ESG U.S. Stock ETF
-0.91%
-$3,580.7 
SEB Seaboard Corporation
-0.89%
-$2,074 
VOO Vanguard S&P 500 ETF
-0.84%
-$20,108.1 
IVV iShares Core S&P 500 ETF
-0.83%
-$56,799.09 
AKAM Akamai Technologies Inc.
-0.82%
-$2,336.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$6,304.28 
PANW Palo Alto Networks, Inc.
-0.77%
-$48,562.88 
RVT Royce Small-Cap Trust, Inc.
-0.72%
-$4,812.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.68%
-$2,102.57 
IEUR iShares Core MSCI Europe ETF
-0.52%
-$9,828.78 
VYMI Vanguard International High Dividend Yield Index Fund
-0.44%
-$2,375.1 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.43%
-$868.4 
BAC Bank of America Corporation
-0.23%
-$3,281.49 
NFLX Netflix, Inc.
-0.21%
-$3,457.2 
NUSC Nuveen ESG Small-Cap ETF
-0.06%
-$152.52 
SU Suncor Energy Inc.
-0.01%
-$62.5 Events
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Dividends
Dividend Analysis
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| Trades 701 | Longs Won 463/701 66% | Profit Factor 4.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $445,307.71 |
| Average Win $145,146.81 | Best Trade (Jul 10) $9.4M | Sharpe Ratio -14.64 |
| Average Loss -$58,777.37 | Worst Trade (Mar 31) -$2.81M | Z-Score 9.7 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $75,911.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4,348 | 3,913 | 3,478 | 3,043 | 2,609 | 2,174 | 1,739 | 1,304 | 870 | 435 |
Hover over the desired column for a detailed explanation.
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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