Thomas E. Nelson Portfolio
Invests via Sky-Mountain Capital Management Inc. | Managed by Thomas E. Nelson III, Amanda Zoe Coleman
Invests via Sky-Mountain Capital Management Inc.
Managed by Thomas E. Nelson III, Amanda Zoe Coleman
Automatically Tracked
Veteran investment executive focused on private markets and corporate finance. Thomas E. Nelson brings multi-decade operating and deal-making experience across buyouts, growth equity and portfolio company governance. Known for underwriting discipline, active board work and strategic M&A execution, he has led deal teams, capital raises and restructuring initiatives for middle-market companies. Market profile: sought by institutional LPs for operational value creation, distressed opportunities and governance-led turnarounds.
Veteran investment executive focused on private markets and corporate finance. Thomas E. Nelson brings multi-decade operating and deal-making experience across buyouts, growth equity and portfolio company governance. Known for underwriting discipline, active board work and strategic M&A execution, he has led deal teams, capital raises and restructuring initiatives for middle-market companies. Market profile: sought by institutional LPs for operational value creation, distressed opportunities and governance-led turnarounds.
Investment Philosophy & Strategy
Combines private-markets rigor with operational value‑creation, prioritizing disciplined underwriting, downside protection and governance-driven turnarounds. Targets middle-market buyouts, growth equity and distressed situations where active board engagement and strategic M&A unlock value. Allocates capital with a bias toward control or meaningful influence, emphasizing cash-flow visibility, conservative leverage and staged capital deployment. Time horizon is multi-year, focused on operational improvements, EBITDA expansion and exit via strategic sale or recapitalization.
Combines private-markets rigor with operational value‑creation, prioritizing disciplined underwriting, downside protection and governance-driven turnarounds. Targets middle-market buyouts, growth equity and distressed situations where active board engagement and strategic M&A unlock value. Allocates capital with a bias toward control or meaningful influence, emphasizing cash-flow visibility, conservative leverage and staged capital deployment. Time horizon is multi-year, focused on operational improvements, EBITDA expansion and exit via strategic sale or recapitalization.
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:
10.8%
Gain +1.69%
Monthly
0.61%
Yearly
7.55%
Drawdown
8.75%
$145.71M
Equity
Holdings
$145.71M
Investment
$133.03M
$13.16M
Profit +$2.19M
Realized
$486,885.06
Unrealized
$12.68M
Dividends
$3.84M
Goals
Avg. 96% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.69%
Profit
$2.19M
Win %
76%
This Week
Compared To Last Week
Gain
1.33%
Profit
$1.91M
Win %
76%
This Month
Compared to last month
Gain
3.82%
Profit
$5.36M
Win %
76%
This Year
Compared to last year
Gain
4.62%
Profit
$6.45M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$165,498.91 
GOOG Alphabet Inc
+6.88%
+$63,328.29 
GOOGL Alphabet Inc
+6.73%
+$62,713.77 
META Meta Platforms Inc Class A
+3.28%
+$7,620.08 
MSFT Microsoft Corp.
+3.02%
+$8,117.51 
NVDA NVIDIA Corporation
+2.93%
+$60,012.17 
CVX Chevron Corporation
+2.35%
+$11,566.68 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$106,297.43 
VUG Vanguard Growth ETF
+1.1%
+$51,435.51 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$12,329.52 
MPC Marathon Petroleum Corporation
+0.76%
+$3,307.78 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,468.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,323.1 
CARR Carrier Global Corporation
+0.68%
+$2,124.78 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,489.98 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$7,149.17 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,132.96 
NSC Norfolk Southern Corporation
+0.46%
+$1,980.93 
RTX RTX Corporation
+0.39%
+$4,655.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,077.8 
SMH VanEck Semiconductor ETF
+0.3%
+$5,910.42 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$11,072.72 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$10,901.04 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$364,882.12 
EIX Edison International
-6.81%
-$14,890.08 
MSTR Strategy Inc.
-4.56%
-$59,683.72 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$140,634.45 
BA Boeing Company
-2.15%
-$28,678.94 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,377.47 
GLD SPDR Gold Shares
-1.49%
-$347,602 
NKE Nike, Inc. - Class B
-1.37%
-$39,817.58 
TJX The TJX Companies, Inc.
-1.21%
-$5,464.29 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$10,322.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,329.91 
SBUX Starbucks Corporation
-0.57%
-$5,024.4 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$1,231.34 
COST Costco Wholesale Corporation
-0.24%
-$1,078.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,213.26 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$5,852.64 Events
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Dividends
Dividend Analysis
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| Trades 159 | Longs Won 123/159 77% | Profit Factor 2.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,182.49 |
| Average Win $160,881.44 | Best Trade (Aug 28) $6.88M | Sharpe Ratio -10.27 |
| Average Loss -$184,027.08 | Worst Trade (Aug 02) -$2.51M | Z-Score 9.52 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $82,788.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 792 | 713 | 633 | 554 | 475 | 396 | 317 | 238 | 158 | 79 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,881 | $3.31M | $4.6M | - | $1.29M | 39.07% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 1,556 | $220,796.4 | $740,889.38 | - | $520,092.98 | 235.55% | -1.904% |
| AMZN Amazon.com Inc | 4,587 | $930,368.55 | $1.25M | - | $315,368.86 | 33.9% | +15.321% |
| BA Boeing Company | 6,025 | $1.03M | $1.3M | - | $274,679.5 | 26.73% | -2.155% |
| BAI iShares A.I. Innovation and Tech Active ETF | 27,497 | $1.45M | $1.14M | - | -$312,916.02 | -21.59% | +0.633% |
| BRK-B Berkshire Hathaway Inc. | 2,730 | $1.43M | $1.4M | - | -$32,722.17 | -2.29% | +0.365% |
| CARR Carrier Global Corporation | 5,059 | $320,741 | $312,696.79 | - | -$8,044.21 | -2.51% | +0.684% |
| COST Costco Wholesale Corporation | 473 | $407,886.82 | $450,243.97 | - | $42,357.15 | 10.38% | -0.239% |
| CVX Chevron Corporation | 2,559 | $428,095 | $503,687.97 | - | $75,592.97 | 17.66% | +2.35% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 138,409 | $4.09M | $4.28M | - | $190,896.04 | 4.67% | +0.259% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 10,120 | $793,029.55 | $940,552.8 | - | $147,523.25 | 18.6% | -1.086% |
| EIX Edison International | 2,778 | $203,294 | $203,821.86 | - | $527.86 | 0.26% | -6.808% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 85,233 | $6.35M | $4.66M | - | -$1.69M | -26.6% | -2.928% |
| GLD SPDR Gold Shares | 61,851 | $18.68M | $22.98M | - | $4.3M | 23.04% | -1.49% |
| GOOG Alphabet Inc | 2,757 | $712,624.29 | $983,284.02 | - | $270,659.73 | 37.98% | +6.884% |
| GOOGL Alphabet Inc | 2,791 | $435,615.58 | $993,958.83 | - | $558,343.25 | 128.17% | +6.734% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 39,224 | $6.1M | $7.03M | - | $934,373.96 | 15.32% | +1.534% |
| META Meta Platforms Inc Class A | 431 | $257,422.92 | $239,942.02 | - | -$17,480.9 | -6.79% | +3.28% |
| MPC Marathon Petroleum Corporation | 1,384 | $201,635 | $437,994.48 | - | $236,359.48 | 117.22% | +0.761% |
| MSFT Microsoft Corp. | 596 | $230,293.83 | $276,973.12 | - | $46,679.29 | 20.27% | +3.019% |
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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 Thomas E. Nelson?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree Floating Rate Treasury Fund - $3.07M, Strategy Inc - $518,903.65, Vanguard Growth ETF - $250,548.8, Vanguard High Dividend Yield ETF - $231,538.3, and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - $174,577.7. 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: Fidelity Wise Origin Bitcoin Index Fund - $983,643.17, Exxon Mobil Corporation - $42,153.25, Otis Worldwide Corporation - $27,787.8, Nike, Inc. - Class B - $16,111.58, and Rithm Property Trust Inc - $6,730. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas E. Nelson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.84M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $3.07M, Nike, Inc. - Class B - $175,198.09, Vanguard High Dividend Yield ETF - $145,273.33, First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - $46,117.67, and iShares MSCI EAFE Min Vol Factor ETF - $43,235.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas E. Nelson's monthly returns?
Thomas E. Nelson'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 Thomas E. Nelson's strategy be considered aggressive or moderate?
Thomas E. Nelson'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 Thomas E. Nelson's strategy?
Thomas E. Nelson's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
