DMM
Dianne Marie Morin Portfolio
Invests via SEEDS INVESTOR LLC | Managed by Dianne Marie Morin
Invests via SEEDS INVESTOR LLC
Managed by Dianne Marie Morin
Automatically Tracked
Dianne Marie Morin Profile
Seasoned corporate finance executive and board director with experience in private equity, strategic M&A and operational leadership across mid-market technology and healthcare companies. Dianne Marie Morin combines CFO-level financial planning and capital markets expertise with transaction execution and investor relations acumen. Known for driving restructuring, integration and margin improvement programs, she advises on capital raising, governance and portfolio company value creation for sponsors and family offices.
Seasoned corporate finance executive and board director with experience in private equity, strategic M&A and operational leadership across mid-market technology and healthcare companies. Dianne Marie Morin combines CFO-level financial planning and capital markets expertise with transaction execution and investor relations acumen. Known for driving restructuring, integration and margin improvement programs, she advises on capital raising, governance and portfolio company value creation for sponsors and family offices.
Investment Philosophy & Strategy
Operates with a value-creation, operationally focused investment philosophy that prioritizes mid-market technology and healthcare opportunities where active financial stewardship and governance can accelerate growth. Emphasizes rigorous FP&A, capital structure optimization, and disciplined M&A to drive margin expansion and integration outcomes. Favors sponsor and family-office partnerships, multi-year horizon, targeted restructuring, and measurable KPI-driven turnaround plans to de-risk capital and enhance exit optionality.
Operates with a value-creation, operationally focused investment philosophy that prioritizes mid-market technology and healthcare opportunities where active financial stewardship and governance can accelerate growth. Emphasizes rigorous FP&A, capital structure optimization, and disciplined M&A to drive margin expansion and integration outcomes. Favors sponsor and family-office partnerships, multi-year horizon, targeted restructuring, and measurable KPI-driven turnaround plans to de-risk capital and enhance exit optionality.
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:
23.53%
Gain +2.83%
Monthly
0.72%
Yearly
9.02%
Drawdown
13.08%
$570.03M
Equity
Holdings
$570.03M
Investment
$464.49M
$113.24M
Profit +$17.28M
Realized
$7.7M
Unrealized
$105.55M
Dividends
$15.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.83%
Profit
$17.28M
Win %
73%
This Week
Compared To Last Week
Gain
3.21%
Profit
$17.73M
Win %
73%
This Month
Compared to last month
Gain
2.14%
Profit
$11.95M
Win %
73%
This Year
Compared to last year
Gain
9.26%
Profit
$48.31M
Win %
73%
WDC Western Digital Corporation
+7.03%
+$44,465.83 
COHR Coherent Corp.
+6.95%
+$102,014.99 
AMD Advanced Micro Devices, Inc.
+5.16%
+$57,098.08 
ANET Arista Networks, Inc.
+4.86%
+$56,939.27 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+4.86%
+$33,162.12 
KLAC KLA Corporation
+4.84%
+$804,131.9 
QCOM QUALCOMM Incorporated
+4.54%
+$46,114.47 
SCI Service Corporation International
+4.41%
+$9,623.25 
WPM Wheaton Precious Metals Corp.
+3.42%
+$11,881.1 
KEYS Keysight Technologies, Inc.
+3.36%
+$30,434.3 
JEF Jefferies Financial Group Inc.
+3.03%
+$6,201.06 
FIX Comfort Systems USA, Inc.
+3.01%
+$18,291.9 
GS The Goldman Sachs Group, Inc.
+2.95%
+$19,148.58 
AMAT Applied Materials, Inc.
+2.83%
+$51,360.18 
CLS Celestica Inc.
+2.81%
+$33,526.5 
RL Ralph Lauren Corporation
+2.79%
+$7,924.08 
SANM Sanmina Corporation
+2.79%
+$10,863.68 
IDCC InterDigital, Inc.
+2.62%
+$8,094.34 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.56%
+$14,523.49 
VZ Verizon Communications Inc.
+2.45%
+$15,971.2 
LRCX Lam Research Corporation
+2.36%
+$52,731.21 
SAN Banco Santander S.A. Sponsored ADR
+2.29%
+$8,659.21 
T AT&T Inc.
+2.24%
+$6,193.9 
USFD US Foods Holding Corp
+2.23%
+$13,933.92 
GWRE GUIDEWIRE SOFTWARE INC
+2.17%
+$3,020.47 
JPM JPMorgan Chase & Co.
+2.17%
+$43,744.4 
CIEN Ciena Corporation
+2.15%
+$13,090.35 
AYI Acuity Brands Inc.
+2.13%
+$4,022.48 
HSBC HSBC Holdings plc Sponsored ADR
+2.12%
+$6,065.28 
CME CME Group Inc.
+2.09%
+$4,959.4 
AXP American Express Company
+2.01%
+$4,852.37 
GLW Corning Incorporated
+2%
+$12,407.95 
LNC Lincoln National Corporation
+1.94%
+$3,983.81 
JBL Jabil Inc.
+1.91%
+$35,801.64 
MFG Mizuho Financial Group Inc. ADR
+1.89%
+$2,565 
EWBC East West Bancorp Inc.
+1.89%
+$9,935.94 
ALLY Ally Financial Inc.
+1.86%
+$3,949.56 
NDAQ Nasdaq, Inc.
+1.86%
+$14,976.22 
WFC Wells Fargo & Company
+1.78%
+$6,510.63 
AAL American Airlines Group Inc.
+1.74%
+$3,730.65 
RBA Rb Global Inc.
+1.74%
+$8,948.25 
C Citigroup Inc.
+1.67%
+$4,871.79 
LIN Linde plc
+1.67%
+$8,254.99 
REDWX GreenFi Redwood Fund
+1.65%
+$587.4 
FIS Fidelity National Information Services, Inc.
+1.63%
+$2,156.87 
RGLD Royal Gold Inc.
+1.61%
+$5,185.53 
EXC Exelon Corporation
+1.59%
+$6,913.6 
WPC W. P. Carey Inc.
+1.57%
+$5,785.78 
PM Philip Morris International Inc.
+1.54%
+$5,509.96 
ACN Accenture plc Class A
+1.53%
+$4,198.4 
EQH Equitable Holdings, Inc.
+1.51%
+$4,450.38 
SPMO Invesco S&P 500 Momentum ETF
+1.47%
+$4,643.21 
CCK Crown Holdings Inc.
+1.42%
+$4,035.17 
BAC Bank of America Corporation
+1.36%
+$8,972.25 
NVT nVent Electric plc
+1.35%
+$10,032.52 
CAT Caterpillar Inc.
+1.34%
+$8,864.1 
UL Unilever PLC Sponsored American Depositary Receipt
+1.28%
+$3,976.07 
HLN Haleon Plc - ADR
+1.27%
+$2,408.33 
NEE NextEra Energy, Inc.
+1.24%
+$4,731.68 
CBRE CBRE Group Inc.
+1.24%
+$11,315.83 
CSL Carlisle Companies Inc.
+1.21%
+$3,911.11 
UNM Unum Group
+1.21%
+$4,517.7 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.21%
+$22,457.5 
PFG Principal Financial Group, Inc.
+1.2%
+$5,313.7 
PRI Primerica Inc.
+1.16%
+$4,444.89 
HLT Hilton Worldwide Holdings Inc.
+1.16%
+$14,757.52 
IJR iShares Core S&P Small-Cap ETF
+1.15%
+$22,325.92 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.15%
+$60,862.21 
TXN Texas Instruments Inc
+1.13%
+$4,609.92 
WTRG Essential Utilities Inc.
+1.13%
+$4,147.08 
BMO Bank of Montreal
+1.13%
+$3,090.72 
VOE Vanguard Mid-Cap Value ETF
+1.12%
+$18,684.6 
SPGI S&P Global Inc.
+1.11%
+$9,255.23 
ORLY O'Reilly Automotive Inc.
+1.09%
+$4,217.92 
CI The Cigna Group
+1.08%
+$4,051.3 
AVUV Avantis U.S. Small Cap Value ETF
+1.08%
+$3,950.1 
MCO Moody's Corporation
+1.07%
+$6,676.43 
IWM iShares Russell 2000 ETF
+1.05%
+$2,659.6 
SHE SPDR MSCI USA Gender Diversity ETF
+1.05%
+$5,785.6 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+1.02%
+$5,246.41 
CHGX AXS Change Finance ESG ETF
+1.01%
+$13,544.19 
JNJ Johnson & Johnson
+1%
+$5,962.5 
APH Amphenol Corporation
+0.99%
+$2,861.84 
LXP LXP Industrial Trust
+0.99%
+$2,454.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.99%
+$25,818.4 
AVDV Avantis International Small Cap Value ETF
+0.98%
+$5,421.92 
VTV Vanguard Value ETF
+0.97%
+$43,292.26 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.96%
+$3,248.64 
V Visa Inc. Class A
+0.94%
+$13,556.66 
DE Deere & Company
+0.94%
+$4,043.22 
AVMV Avantis U.S. Mid Cap Value ETF
+0.91%
+$3,777.16 
SIVR abrdn Physical Silver Shares ETF
+0.91%
+$45,236.52 
GE General Electric Company
+0.89%
+$7,217.1 
ABBV AbbVie Inc.
+0.88%
+$9,349.56 
SPEM SPDR Portfolio Emerging Markets ETF
+0.88%
+$39,278.33 
HIG The Hartford Insurance Group, Inc.
+0.87%
+$2,878.4 
JLL Jones Lang LaSalle Inc.
+0.86%
+$3,878.49 
EFIV SPDR S&P 500 ESG ETF
+0.85%
+$18,966.73 
IJH iShares Core S&P Mid-Cap ETF
+0.83%
+$42,329.7 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.82%
+$8,402.81 
MDY SPDR S&P MidCap 400 ETF Trust
+0.81%
+$72,256.8 
MS Morgan Stanley
+0.77%
+$1,918.51 
CVX Chevron Corporation
+0.75%
+$1,833.42 
ONCY Oncolytics Biotech Inc.
+0.74%
+$1,575.67 
PG Procter & Gamble Co
+0.73%
+$3,426.93 
JXN Jackson Financial Inc.
+0.73%
+$1,874.67 
TSLA Tesla, Inc.
+0.7%
+$7,355.88 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.69%
+$2,400.48 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$2,085.16 
PLD Prologis Inc.
+0.68%
+$2,896.45 
ZWS Zurn Elkay Water Solutions Corporation
+0.67%
+$1,603.52 
HD The Home Depot, Inc.
+0.66%
+$9,860.57 
AVLC Avantis U.S. Large Cap Equity ETF
+0.66%
+$10,824.54 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$15,129.3 
UNH UnitedHealth Group Incorporated
+0.65%
+$2,586.4 
DUK Duke Energy Corporation
+0.64%
+$1,521.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$15,980.87 
RNR Renaissancere Holdings Ltd.
+0.63%
+$2,358.07 
TOL Toll Brothers Inc
+0.61%
+$2,181.6 
COST Costco Wholesale Corporation
+0.59%
+$7,415.1 
CGDV Capital Group Dividend Value ETF
+0.59%
+$1,795.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.59%
+$297,275.27 
PYPL PayPal Holdings Inc
+0.58%
+$989.04 
GOOGL Alphabet Inc
+0.58%
+$16,867.28 
IXUS iShares Core International Stock ETF
+0.56%
+$8,739.23 
VEU Vanguard FTSE All-World ex-US ETF
+0.55%
+$78,170.1 
ESGV Vanguard ESG U.S. Stock ETF
+0.54%
+$6,863.18 
IVV iShares Core S&P 500 ETF
+0.53%
+$2,331.85 
VOO Vanguard S&P 500 ETF
+0.53%
+$132,453.05 
SPY SPDR S&P 500 ETF Trust
+0.51%
+$64,290.24 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.5%
+$89,126.32 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.48%
+$38,885.52 
RSG Republic Services, Inc.
+0.46%
+$2,179.2 
ECL Ecolab Inc.
+0.44%
+$1,035.45 
MA Mastercard Incorporated
+0.44%
+$5,434.56 
RY Royal Bank of Canada
+0.44%
+$1,643.84 
URTH iShares MSCI World ETF
+0.44%
+$4,867.88 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.44%
+$2,226.27 
KRMA Global X Conscious Companies ETF
+0.43%
+$2,222.32 
GOOG Alphabet Inc
+0.42%
+$7,861.19 
RS Reliance Inc.
+0.41%
+$1,642.2 
GGG Graco Inc.
+0.41%
+$797.7 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.39%
+$1,223.35 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$1,707.84 
VOTE TCW Transform 500 ETF
+0.35%
+$4,973.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.35%
+$1,313.65 
FTLS First Trust Long/Short Equity ETF
+0.35%
+$11,821.24 
NMR Nomura Holdings Inc. Sponsored ADR
+0.34%
+$420.78 
URI United Rentals, Inc.
+0.31%
+$1,966.86 
XOM Exxon Mobil Corporation
+0.29%
+$2,237.29 
PEP PepsiCo, Inc.
+0.28%
+$1,684.69 
MCD McDonald's Corporation
+0.28%
+$780.84 
WM Waste Management, Inc.
+0.28%
+$1,010.77 
WMT Walmart Inc.
+0.27%
+$3,457.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$3,271.01 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.22%
+$1,305.54 
AON Aon plc
+0.22%
+$451.87 
ADP Automatic Data Processing Inc.
+0.22%
+$1,115.73 
PFGC Performance Food Group Co.
+0.21%
+$834.24 
EZU iShares MSCI Eurozone ETF
+0.21%
+$495.75 
LECO Lincoln Electric Holdings, Inc.
+0.2%
+$585.9 
WCN Waste Connections Inc.
+0.17%
+$317.46 
FJUL FT Vest US Equity Buffer ETF
+0.16%
+$519.54 
VUG Vanguard Growth ETF
+0.15%
+$9,654.84 
BNDX Vanguard Total International Bond ETF
+0.15%
+$13,604.91 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$992.38 
IQSI NYLI Candriam International Equity ETF
+0.12%
+$4,384.66 
IAU iShares Gold Trust
+0.12%
+$12,110.98 
BWA BorgWarner Inc.
+0.11%
+$432.31 
GLD SPDR Gold Shares
+0.1%
+$1,921.6 
IQSM NYLI Candriam U.S. Mid Cap Equity ETF
+0.1%
+$3,891.31 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.07%
+$1,654.9 
EA Electronic Arts Inc.
+0.07%
+$525 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.07%
+$308.56 
NLY Annaly Capital Management, Inc.
+0.07%
+$183.81 
PEN Penumbra Inc.
+0.07%
+$240.66 
IBP Installed Building Products Inc.
+0.05%
+$94.6 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.03%
+$1,197.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$190.71 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$322.44 
SPHY SPDR Portfolio High Yield Bond ETF
+0.02%
+$436.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1,395.37 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$787.11 
TJX The TJX Companies, Inc.
+0.01%
+$178.65 
HYD VanEck High Yield Muni ETF
+0.01%
+$109.89 
SHEL Shell plc
+0.01%
+$14.64 
SAP SAP SE Sponsored ADR
0%
+$9.22 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
BLL Ball Corp
0%
$0 
BNDW Vanguard Total World Bond ETF
0%
$0 
DAY Dayforce Inc.
0%
$0 
JCI
0%
$0 
NWS
0%
$0 
NWSA
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SB-PC Safe Bulkers, Inc.
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
VTEI
0%
$0 
XPO
0%
$0 
ADBE Adobe Inc.
-6.53%
-$8,810.76 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.77%
-$9,557.15 
ILMN Illumina, Inc.
-2.56%
-$10,762.77 
MSGS Madison Square Garden Sports Corp.
-2.28%
-$7,687.3 
ABT Abbott Laboratories
-2.25%
-$10,556.52 
PLTR Palantir Technologies Inc.
-2.22%
-$4,422.69 
CASY Casey's General Stores Inc.
-2.08%
-$33,816.31 
LLY Eli Lilly and Company
-2.05%
-$41,076.32 
AAPL Apple Inc.
-1.66%
-$205,364.83 
AMZN Amazon.com Inc
-1.59%
-$48,251.03 
NBIX Neurocrine Biosciences Inc.
-1.3%
-$5,274.81 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$6,960.73 
ASML ASML Holding N.V. New York Registry Shares
-1.24%
-$17,969.22 
AVGO Broadcom Inc.
-1.06%
-$44,709.1 
WAT Waters Corporation
-1.02%
-$2,752.64 
IBM International Business Machines Corporation
-0.94%
-$6,134.58 
ISRG Intuitive Surgical, Inc.
-0.85%
-$1,261.8 
NFLX Netflix, Inc.
-0.83%
-$6,053.85 
MRK Merck & Co., Inc.
-0.83%
-$3,182 
FLEX Flex Ltd.
-0.82%
-$6,379.95 
BSX Boston Scientific Corporation
-0.82%
-$1,039.12 
INTU Intuit Inc.
-0.71%
-$768.32 
ORCL Oracle Corporation
-0.7%
-$6,213.93 
ETN Eaton Corporation plc
-0.67%
-$8,994.48 
MHK Mohawk Industries, Inc.
-0.67%
-$2,181.24 
BA Boeing Company
-0.64%
-$1,559.15 
NYT New York Times Co.
-0.55%
-$2,348.48 
UTHR United Therapeutics Corporation
-0.52%
-$4,184.46 
CSCO Cisco Systems, Inc.
-0.5%
-$4,605.5 
ALV Autoliv, Inc.
-0.46%
-$1,084.42 
LOW Lowe's Companies Inc.
-0.45%
-$3,467 
TT Trane Technologies plc
-0.42%
-$6,943.26 
BURL Burlington Stores Inc.
-0.37%
-$1,449.48 
SYY Sysco Corporation
-0.33%
-$1,514.5 
CRM Salesforce Inc
-0.31%
-$798.72 
MSFT Microsoft Corp.
-0.24%
-$15,574.55 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.23%
-$8,444.42 
FLMB Franklin Municipal Green Bond ETF
-0.23%
-$6,889.07 
DIS The Walt Disney Company
-0.2%
-$1,474.2 
META Meta Platforms Inc Class A
-0.19%
-$2,196.71 
RTX RTX Corporation
-0.18%
-$793.56 
NVS Novartis AG Sponsored ADR
-0.16%
-$1,462.65 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$38,625.28 
A Agilent Technologies Inc.
-0.14%
-$342.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$282.61 
ES Eversource Energy
-0.13%
-$587.16 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$9,982.62 
CAOS Alpha Architect Tail Risk ETF
-0.12%
-$2,398.5 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.11%
-$8,196.98 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.1%
-$16,184.97 
DHR Danaher Corporation
-0.09%
-$464.44 
GWW W.W. Grainger, Inc.
-0.09%
-$862.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,342.52 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$9,228.56 
BGRN iShares USD Green Bond ETF
-0.06%
-$3,915.34 
AMGN Amgen Inc.
-0.05%
-$171.68 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$1,681.51 
PFE Pfizer Inc.
-0.04%
-$127.1 
JMHI JPMorgan High Yield Municipal ETF
-0.03%
-$1,243.07 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$1,379.06 
HAS Hasbro Inc.
-0.03%
-$232.53 
KO The Coca-Cola Company
-0.03%
-$226.47 
MUB iShares National Muni Bond ETF
-0.03%
-$4,917.51 
NVDA NVIDIA Corporation
-0.02%
-$3,030.05 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$3,791.16 
HYXF iShares ESG Advanced High Yield Fund
-0.01%
-$248.19 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2057 | Longs Won 1370/2057 66% | Profit Factor 13.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $370,939.05 |
| Average Win $89,108.53 | Best Trade (Jun 09) $10.14M | Sharpe Ratio -2 |
| Average Loss -$12,859.39 | Worst Trade (Jun 12) -$285,426.17 | Z-Score 8.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 4d | Expectancy $55,053.13 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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
