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:
8.22%
Gain -0.59%
Monthly
0.43%
Yearly
5.24%
Drawdown
8.85%
$142.58M
Equity
Holdings
$142.58M
Investment
$133.03M
$10.04M
Profit -$795,836.88
Realized
$486,885.06
Unrealized
$9.55M
Dividends
$4.31M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$795,836.88
Win %
75%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$1.51M
Win %
75%
This Month
Compared to last month
Gain
-0.3%
Profit
-$425,993.95
Win %
75%
This Year
Compared to last year
Gain
2.37%
Profit
$3.33M
Win %
72%
RTX RTX Corporation
+3.69%
+$38,239.8 
CVX Chevron Corporation
+2.59%
+$14,560.71 
TJX The TJX Companies, Inc.
+1.58%
+$6,517.34 
COST Costco Wholesale Corporation
+1.14%
+$5,290.51 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$14,605.58 
AAPL Apple Inc.
+0.62%
+$31,547.72 
EIX Edison International
+0.61%
+$944.52 
NSC Norfolk Southern Corporation
+0.52%
+$2,172.61 
BA Boeing Company
+0.5%
+$5,693.62 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.47%
+$4,452.8 
SBUX Starbucks Corporation
+0.45%
+$3,642.69 
CARR Carrier Global Corporation
+0.18%
+$505.9 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$5,357.12 
RWO SPDR Dow Jones Global Real Estate ETF
+0.09%
+$169.84 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$10,901.04 
MSTR Strategy Inc.
-10.24%
-$207,420.87 
AMD Advanced Micro Devices, Inc.
-5.99%
-$52,421.61 
BAI iShares A.I. Innovation and Tech Active ETF
-4.99%
-$59,393.52 
META Meta Platforms Inc Class A
-4.56%
-$14,483.76 
SMH VanEck Semiconductor ETF
-3.35%
-$67,951.35 
GOOGL Alphabet Inc
-2.65%
-$25,788.84 
GOOG Alphabet Inc
-2.59%
-$24,620.01 
MSFT Microsoft Corp.
-2.51%
-$8,057.92 
VUG Vanguard Growth ETF
-2.26%
-$112,278.74 
AMZN Amazon.com Inc
-2.11%
-$24,678.06 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.5%
-$101,197.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$18,824.53 
NVDA NVIDIA Corporation
-1.44%
-$32,791.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.31%
-$2,896.64 
SCHX Schwab U.S. Large-Cap ETF
-1.28%
-$3,058.38 
SPY SPDR S&P 500 ETF Trust
-1.25%
-$9,861.12 
VOO Vanguard S&P 500 ETF
-1.25%
-$4,225.71 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.23%
-$75,005.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.68%
-$13,341.99 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$15,363.3 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.44%
-$20,069.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$3,707.74 
GLD SPDR Gold Shares
-0.16%
-$37,729.11 
NKE Nike, Inc. - Class B
-0.14%
-$3,432.55 
MPC Marathon Petroleum Corporation
-0.12%
-$802.72 Events
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Dividends
Dividend Analysis
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| Trades 159 | Longs Won 122/159 76% | Profit Factor 2.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $498,633.9 |
| Average Win $140,963.48 | Best Trade (Oct 16) $4.81M | Sharpe Ratio -169.37 |
| Average Loss -$193,509.79 | Worst Trade (Oct 16) -$1.97M | Z-Score 7.53 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $63,130.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 737 | 663 | 590 | 516 | 442 | 368 | 295 | 221 | 147 | 74 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,881 | $3.31M | $5.12M | - | $1.82M | 54.92% | +0.62% |
| AMD Advanced Micro Devices, Inc. | 1,556 | $220,796.4 | $822,408.24 | - | $601,611.84 | 272.47% | -5.992% |
| AMZN Amazon.com Inc | 4,587 | $930,368.55 | $1.14M | - | $213,537.51 | 22.95% | -2.112% |
| BA Boeing Company | 6,025 | $1.03M | $1.14M | - | $115,227.87 | 11.21% | +0.501% |
| BAI iShares A.I. Innovation and Tech Active ETF | 27,497 | $1.45M | $1.13M | - | -$317,590.51 | -21.91% | -4.985% |
| BRK-B Berkshire Hathaway Inc. | 2,730 | $1.43M | $1.45M | - | $20,485.61 | 1.43% | +1.018% |
| CARR Carrier Global Corporation | 5,059 | $320,741 | $278,548.54 | - | -$42,192.46 | -13.15% | +0.182% |
| COST Costco Wholesale Corporation | 473 | $407,886.82 | $467,889.23 | - | $60,002.41 | 14.71% | +1.144% |
| CVX Chevron Corporation | 2,559 | $428,095 | $575,800.59 | - | $147,705.59 | 34.5% | +2.594% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 138,409 | $4.09M | $4.52M | - | $435,187.92 | 10.64% | -0.442% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 10,120 | $793,029.55 | $955,328 | - | $162,298.45 | 20.47% | +0.468% |
| EIX Edison International | 2,778 | $203,294 | $155,540.22 | - | -$47,753.78 | -23.49% | +0.611% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 85,233 | $6.35M | $6.02M | - | -$329,175.44 | -5.18% | -1.23% |
| GLD SPDR Gold Shares | 61,851 | $18.68M | $23.63M | - | $4.96M | 26.53% | -0.159% |
| GOOG Alphabet Inc | 2,757 | $712,624.29 | $926,296.86 | - | $213,672.57 | 29.98% | -2.589% |
| GOOGL Alphabet Inc | 2,791 | $435,615.58 | $948,884.18 | - | $513,268.6 | 117.83% | -2.646% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 39,224 | $6.1M | $6.65M | - | $549,193.89 | 9% | -1.499% |
| META Meta Platforms Inc Class A | 431 | $257,422.92 | $303,042.56 | - | $45,619.64 | 17.72% | -4.561% |
| MPC Marathon Petroleum Corporation | 1,384 | $201,635 | $659,254.56 | - | $457,619.56 | 226.95% | -0.122% |
| MSFT Microsoft Corp. | 596 | $230,293.83 | $313,448.32 | - | $83,154.49 | 36.11% | -2.506% |
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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 - $3.42M, Strategy Inc - $518,903.65, Vanguard High Dividend Yield ETF - $261,233.49, Vanguard Growth ETF - $255,581.74, and First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - $188,423.77. 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, Rithm Property Trust Inc - $6,730, and Berkshire Hathaway Inc - $4,970.6. 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 $4.31M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $3.41M, Nike, Inc. - Class B - $203,345, Vanguard High Dividend Yield ETF - $174,968.52, First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - $59,963.74, and VANGUARD SMALL-CAP VALUE ETF - $54,753.48. 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.
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