Riley Stephenson Portfolio

Invests via Stephenson & Company, Inc. | Managed by Riley Stephenson, Bradley (Brad) Stephenson, Collin Zines

Invests via Stephenson & Company, Inc.

Managed by Riley Stephenson, Bradley (Brad) Stephenson, Collin Zines

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:46 PM

Riley Stephenson Profile

Operator and investor focused on growth-stage technology and SaaS companies with an emphasis on revenue acceleration and product-market fit. Riley Stephenson is a former operator-turned-investor with experience scaling product and go-to-market teams and sourcing early-stage opportunities. Active in seed and Series A rounds, portfolio approach blends hands-on operational support with founder-led governance and commercial scaling expertise.

Investment Philosophy & Strategy

Focuses on growth-stage technology and SaaS businesses with a hands-on, operator-led approach to accelerate revenue and crystallize product-market fit. Capital allocation prioritizes GTM expansion, key product hires, and early revenue milestones; follow-on reserves support commercialization inflection points. Operates with a founder-aligned governance style, active board/advisory involvement, and KPI-driven underwriting that emphasizes unit economics and repeatable sales motion. Typical horizon targets medium-term scale events with concentrated, milestone-based risk controls and network-driven sourcing.

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:

0.42%

Gain

Monthly

0.01%

Yearly

0.16%

Drawdown

27.5%

$199.33M

Equity

Holdings

$199.33M

Investment

$155.39M

$44.43M

Profit -$321,682.53

Realized

$492,518.18

Unrealized

$43.93M

Dividends

$7.63M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$321,682.53

Win %

79%

This Week

Compared To Last Week

Gain

-0.42%

Profit

-$836,677.66

Win %

79%

This Month

Compared to last month

Gain

-0.46%

Profit

-$927,377.89

Win %

79%

This Year

Compared to last year

Gain

8.08%

Profit

$14.89M

Win %

78%

Gainers
Losers

IBM International Business Machines Corporation

+2.51%

+$4,550.68

HD The Home Depot, Inc.

+1.78%

+$5,271.35

CVX Chevron Corporation

+1.26%

+$2,941.2

DE Deere & Company

+1.04%

+$3,176.28

XOM Exxon Mobil Corporation

+1.02%

+$2,406.48

AAPL Apple Inc.

+0.9%

+$22,399.85

IJR iShares Core S&P Small-Cap ETF

+0.75%

+$65,489.6

IWD iShares Russell 1000 Value ETF

+0.74%

+$2,838.33

RSP Invesco S&P 500 Equal Weight ETF

+0.65%

+$189,240.16

AMZN Amazon.com Inc

+0.33%

+$946.68

AXP American Express Company

+0.32%

+$1,064.89

IJH iShares Core S&P Mid-Cap ETF

+0.25%

+$20,463.38

VB Vanguard Small-Cap ETF

+0.15%

+$386.55

IWR iShares Russell Mid-Cap ETF

+0.15%

+$450.45

GOOG Alphabet Inc

+0.12%

+$345.47

BRK-B Berkshire Hathaway Inc.

+0.06%

+$15,742.94

JNK SPDR Bloomberg High Yield Bond ETF

+0.02%

+$309.63

MS Morgan Stanley

-4.52%

-$12,914.65

ANET Arista Networks, Inc.

-3.31%

-$21,050.1

NVDA NVIDIA Corporation

-2.5%

-$20,347.92

EEM iShares MSCI Emerging Markets ETF

-2.18%

-$9,622.47

MIST Milestone Pharmaceuticals Inc.

-1.97%

-$500

GLD SPDR Gold Shares

-1.65%

-$7,294.71

VWO Vanguard FTSE Emerging Markets ETF

-1.19%

-$84,131.18

SCHF Schwab International Equity ETF

-1.13%

-$2,854.17

VEU Vanguard FTSE All-World ex-US ETF

-1.08%

-$4,159.06

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1.06%

-$300,879.75

GBTC Grayscale Bitcoin Trust ETF

-0.98%

-$3,168

VUG Vanguard Growth ETF

-0.93%

-$2,430.33

EFA iShares MSCI EAFE ETF

-0.81%

-$8,634.21

ESGD iShares ESG Aware MSCI EAFE ETF

-0.76%

-$3,047.03

IVV iShares Core S&P 500 ETF

-0.38%

-$111,151.58

SPY SPDR S&P 500 ETF Trust

-0.38%

-$18,036.84

VOO Vanguard S&P 500 ETF

-0.37%

-$1,080.03

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.37%

-$8,119.23

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

-0.16%

-$3,366.25

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.15%

-$17,480.12

MUB iShares National Muni Bond ETF

-0.15%

-$3,510.72

TIP iShares TIPS Bond ETF

-0.1%

-$4,212.49

AGG iShares Core U.S. Aggregate Bond ETF

-0.07%

-$222.43

BSV Vanguard Short-Term Bond ETF

-0.06%

-$10,900.22

IWM iShares Russell 2000 ETF

-0.04%

-$615.02

BRK-A Berkshire Hathaway Inc.

-0.01%

-$139.98

Events

Dividends

Dividend Analysis

No Data

Trades 256	Longs Won 196/256 76%	Profit Factor 73.96
Profitability	Shorts Won 0/0 0%	Standard Deviation $881,403.53
Average Win $229,776.18	Best Trade (Jul 16) $8.33M	Sharpe Ratio -108.64
Average Loss -$10,149.19	Worst Trade (Mar 30) -$123,573.62	Z-Score 12.87 (100%)
Commissions $0	Avg. Trade Length 1y 3m 2w 6d	Expectancy $173,543.67

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	19,608	17,647	15,686	13,725	11,765	9,804	7,843	5,882	3,922	1,961