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:
0.65%
Gain
Monthly
0.04%
Yearly
0.5%
Drawdown
12.68%
$139.19M
Equity
Holdings
$139.19M
Investment
$131.61M
$8.43M
Profit +$32,272.64
Realized
$842,538.46
Unrealized
$7.58M
Dividends
$3.68M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$32,272.64
Win %
80%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$356,249.51
Win %
80%
This Month
Compared to last month
Gain
0.72%
Profit
$992,748.69
Win %
80%
This Year
Compared to last year
Gain
0.28%
Profit
$408,034.92
Win %
76%
RTX RTX Corporation
+1.53%
+$16,459.74 
XOM Exxon Mobil Corporation
+1.36%
+$2,615.57 
CVX Chevron Corporation
+1.17%
+$5,501.85 
GLD SPDR Gold Shares
+0.97%
+$215,115.18 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.94%
+$8,276.77 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.69%
+$36,220.08 
NSC Norfolk Southern Corporation
+0.67%
+$2,888.29 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$6,906.9 
MPC Marathon Petroleum Corporation
+0.43%
+$1,826.88 
TJX The TJX Companies, Inc.
+0.42%
+$1,849.9 
BA Boeing Company
+0.38%
+$4,880.19 
MSTR Strategy Inc.
+0.35%
+$4,416.06 
EIX Edison International
+0.29%
+$638.94 
CARR Carrier Global Corporation
+0.18%
+$632.37 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$6,522.45 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$21,124.18 
META Meta Platforms Inc Class A
-4.76%
-$13,639 
MSFT Microsoft Corp.
-2.11%
-$5,039.19 
GOOG Alphabet Inc
-1.95%
-$18,961.28 
GOOGL Alphabet Inc
-1.92%
-$19,034.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$11,082.82 
NKE Nike, Inc. - Class B
-1.49%
-$55,210.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.32%
-$62,410.12 
SBUX Starbucks Corporation
-1.2%
-$10,884.9 
VUG Vanguard Growth ETF
-1.11%
-$32,713.5 
NVDA NVIDIA Corporation
-1.09%
-$23,700.05 
SCHX Schwab U.S. Large-Cap ETF
-0.57%
-$1,333.92 
COST Costco Wholesale Corporation
-0.55%
-$2,473.79 
VOO Vanguard S&P 500 ETF
-0.51%
-$1,246.01 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$3,624.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$6,020.03 
AMZN Amazon.com Inc
-0.48%
-$5,504.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$8,770.11 
AAPL Apple Inc.
-0.31%
-$15,278.73 
AMD Advanced Micro Devices, Inc.
-0.15%
-$1,151.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$838.48 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.11%
-$4,799.31 Events
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Dividends
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| Trades 137 | Longs Won 110/137 80% | Profit Factor 2.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $511,915.11 |
| Average Win $144,935.41 | Best Trade (Jul 10) $4.42M | Sharpe Ratio -149.03 |
| Average Loss -$278,426.82 | Worst Trade (Jul 10) -$2.51M | Z-Score 10.38 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $61,499.06 |
| 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% | 0.1% |
| Consecutive Losing Trades | 500 | 450 | 400 | 350 | 300 | 250 | 200 | 150 | 100 | 50 |
Hover over the desired column for a detailed explanation.
Returns
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