Holly Breeden Portfolio
Invests via Fort Vancouver Investment Management, LLC | Managed by Robert (Rob) Pool, Matthew (Matt) Ebeling
Invests via Fort Vancouver Investment Management, LLC
Managed by Robert (Rob) Pool, Matthew (Matt) Ebeling
Automatically Tracked
Holly Breeden Profile
Senior operating executive and investor focused on growth-stage technology and consumer businesses. Holly Breeden brings experience in scaling product, go-to-market and capital formation across venture and corporate settings. Known for leading cross-functional teams, driving M&A and strategic partnerships, and advising boards on fundraising and commercial strategy. Frequently active as an angel investor and advisor to SaaS and marketplace founders with a background in strategy and finance.
Senior operating executive and investor focused on growth-stage technology and consumer businesses. Holly Breeden brings experience in scaling product, go-to-market and capital formation across venture and corporate settings. Known for leading cross-functional teams, driving M&A and strategic partnerships, and advising boards on fundraising and commercial strategy. Frequently active as an angel investor and advisor to SaaS and marketplace founders with a background in strategy and finance.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer companies, prioritizing founder-market fit and repeatable SaaS or marketplace unit economics. Prefers active, board-level participation to accelerate product-market fit, go-to-market scaling and capital-efficient growth. Investment decisions emphasize revenue cadence, KPI-driven diligence, defensible differentiation and partnership-driven distribution. Capital allocation blends angel checks with follow-on reserve to support margin expansion and strategic M&A, favoring 3–7 year value-creation horizons and disciplined risk controls around burn and dilution.
Focuses on growth-stage technology and consumer companies, prioritizing founder-market fit and repeatable SaaS or marketplace unit economics. Prefers active, board-level participation to accelerate product-market fit, go-to-market scaling and capital-efficient growth. Investment decisions emphasize revenue cadence, KPI-driven diligence, defensible differentiation and partnership-driven distribution. Capital allocation blends angel checks with follow-on reserve to support margin expansion and strategic M&A, favoring 3–7 year value-creation horizons and disciplined risk controls around burn and dilution.
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:
2.4%
Gain
Monthly
0.1%
Yearly
1.17%
Drawdown
30.42%
$215.11M
Equity
Holdings
$215.11M
Investment
$169.35M
$48.29M
Profit -$982,350.51
Realized
$2.53M
Unrealized
$45.76M
Dividends
$7.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$982,350.51
Win %
76%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.31M
Win %
76%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.15M
Win %
76%
This Year
Compared to last year
Gain
9.22%
Profit
$18.15M
Win %
77%
DFSV Dimensional US Small Cap Value ETF
+1.34%
+$9,740.85 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$232,783.43 
DAL Delta Air Lines, Inc.
+0.25%
+$1.07 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.24%
+$97.5 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$70,365.15 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$1,267.53 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$0.99 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$526.7 
GVI iShares Intermediate Government Bond ETF
+0.01%
+$0.12 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
HUT Hut 8 Corp.
-9.87%
-$61.02 
HIVE HIVE Digital Technologies Ltd.
-9.37%
-$9 
CDE Coeur Mining, Inc.
-7.1%
-$18.08 
SVM Silvercorp Metals Inc.
-6.32%
-$14.75 
RIVN Rivian Automotive, Inc.
-5.96%
-$160.06 
RIOT Riot Platforms, Inc.
-5.95%
-$19.12 
UAL United Airlines Holdings, Inc.
-2.77%
-$6.7 
CEF Sprott Physical Gold and Silver Trust
-2.7%
-$5.41 
GEV GE Vernova Inc.
-2.39%
-$454.68 
DFAE Dimensional Emerging Core Equity Market ETF
-2.03%
-$14,936.98 
IAU iShares Gold Trust
-1.93%
-$266.07 
AVEM Avantis Emerging Markets Equity ETF
-1.92%
-$291,897.47 
VUG Vanguard Growth ETF
-1.56%
-$67,099.86 
SCHF Schwab International Equity ETF
-1.35%
-$188,489.47 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$15,318.24 
VSGX Vanguard ESG International Stock ETF
-1.32%
-$83.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$12,251.94 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$3,100.3 
SCHC Schwab International Small-Cap Equity ETF
-1.11%
-$103,171.32 
AVDV Avantis International Small Cap Value ETF
-1.11%
-$100,403.8 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$4,063.34 
AVDE Avantis International Equity ETF
-1.03%
-$5,003.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.96%
-$580.8 
VT Vanguard Total World Stock ETF
-0.9%
-$4,944.41 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.89%
-$1,002.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$3,351.9 
ESGV Vanguard ESG U.S. Stock ETF
-0.83%
-$1,064.83 
DFAI Dimensional International Core Equity Market ETF
-0.78%
-$375.7 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$118,873.21 
XVV iShares ESG Screened S&P 500
-0.75%
-$104.83 
VOO Vanguard S&P 500 ETF
-0.74%
-$207,611.29 
SCHX Schwab U.S. Large-Cap ETF
-0.71%
-$32,300.1 
VONE Vanguard Russell 1000 ETF
-0.68%
-$517.68 
VXF Vanguard Extended Market ETF
-0.66%
-$89,266.27 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.61%
-$2,693.31 
AVSU Avantis Responsible U.S. Equity ETF
-0.59%
-$369.07 
DFAW Dimensional World Equity ETF
-0.58%
-$1.46 
DFAU Dimensional US Core Equity Market ETF
-0.48%
-$456 
AGZ iShares Agency Bond ETF
-0.44%
-$99.83 
BNDX Vanguard Total International Bond ETF
-0.18%
-$9,706.97 
VO Vanguard Mid-Cap ETF
-0.13%
-$961.8 
BGRN iShares USD Green Bond ETF
-0.13%
-$15.66 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$10,106.46 
AVSF Avantis Short-Term Fixed Income ETF
-0.06%
-$5,307.67 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$134.22 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.05%
-$5.12 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$19.24 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$36.9 
AVLV Avantis U.S. Large Cap Value ETF
-0.01%
-$97.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 307 | Longs Won 234/307 76% | Profit Factor 179.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $696,741.27 |
| Average Win $207,506.25 | Best Trade (Jul 14) $6.44M | Sharpe Ratio -71.37 |
| Average Loss -$3,715.57 | Worst Trade (Mar 31) -$81,729.34 | Z-Score 4.77 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $157,280.87 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
