LH
Lyle Hershey Portfolio
Invests via Master's Wealth Management Inc. | Managed by Lyle Hershey
Invests via Master's Wealth Management Inc.
Managed by Lyle Hershey
Automatically Tracked
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Investment Philosophy & Strategy
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
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:
0.84%
Gain
Monthly
0.04%
Yearly
0.54%
Drawdown
20.72%
$318.59M
Equity
Holdings
$318.59M
Investment
$269.06M
$51.09M
Profit -$1.47M
Realized
$1.56M
Unrealized
$49.53M
Dividends
$7.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.47M
Win %
75%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$268,860.59
Win %
75%
This Month
Compared to last month
Gain
-0.01%
Profit
-$32,559.69
Win %
75%
This Year
Compared to last year
Gain
8%
Profit
$23.61M
Win %
74%
MRK Merck & Co., Inc.
+2.94%
+$7,776.58 
NOC Northrop Grumman Corporation
+2.85%
+$7,190.37 
GE General Electric Company
+2.44%
+$8,708.19 
JNJ Johnson & Johnson
+1.98%
+$7,474.7 
CSCO Cisco Systems, Inc.
+1.93%
+$9,626.92 
PSX Phillips 66
+1.91%
+$13,595.08 
ABBV AbbVie Inc.
+1.87%
+$4,874.24 
AFL Aflac Inc.
+1.84%
+$5,529.72 
MNKD MannKind Corporation
+1.84%
+$784.62 
PM Philip Morris International Inc.
+1.42%
+$3,464.1 
T AT&T Inc.
+1.32%
+$2,132.95 
XOM Exxon Mobil Corporation
+1.28%
+$3,567.96 
VZ Verizon Communications Inc.
+1.25%
+$6,346.45 
CVX Chevron Corporation
+1.24%
+$2,679 
GD General Dynamics Corporation
+1.17%
+$4,016.57 
COP ConocoPhillips
+1.07%
+$4,199.91 
WMT Walmart Inc.
+1.01%
+$2,700.48 
PH Parker-Hannifin Corporation
+0.94%
+$10,748.56 
AEP American Electric Power Company, Inc.
+0.91%
+$1,969.52 
PEG Public Service Enterprise Group Incorporated
+0.87%
+$1,964.43 
UNP Union Pacific Corporation
+0.72%
+$5,375.09 
DFGR Dimensional Global Real Estate ETF
+0.72%
+$8,707.07 
PLD Prologis Inc.
+0.65%
+$8,220.75 
LAMR Lamar Advertising Company
+0.58%
+$1,686.25 
JPM JPMorgan Chase & Co.
+0.57%
+$3,873.02 
NEE NextEra Energy, Inc.
+0.56%
+$3,088.07 
DE Deere & Company
+0.53%
+$1,353.59 
WEC WEC Energy Group Inc.
+0.52%
+$2,385.37 
PG Procter & Gamble Co
+0.47%
+$2,540.16 
CSX CSX Corporation
+0.28%
+$997.6 
DFLV Dimensional US Large Cap Value ETF
+0.28%
+$17,799.1 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.18%
+$64,532.16 
AAPL Apple Inc.
+0.15%
+$6,720.14 
DFCF Dimensional Core Fixed Income ETF
+0.13%
+$1,920.05 
KMI Kinder Morgan, Inc.
+0.12%
+$493 
WM Waste Management, Inc.
+0.09%
+$596.64 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$14,349.71 
DGCB Dimensional Global Credit Fund
+0.04%
+$385.41 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$83.16 
AMGN Amgen Inc.
+0.03%
+$57.4 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$133.64 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
META Meta Platforms Inc Class A
-5.47%
-$15,352.36 
LRCX Lam Research Corporation
-3.6%
-$36,339.46 
IBM International Business Machines Corporation
-3.46%
-$8,121.3 
MSFT Microsoft Corp.
-2.73%
-$21,630.45 
ASML ASML Holding N.V. New York Registry Shares
-2.4%
-$12,522.82 
GOOGL Alphabet Inc
-2.33%
-$15,671.65 
GSK GSK plc Sponsored ADR
-2.2%
-$4,518.2 
KO The Coca-Cola Company
-2.15%
-$8,679.69 
GSM Ferroglobe PLC
-1.94%
-$806.65 
DAL Delta Air Lines, Inc.
-1.6%
-$5,419.51 
AVGO Broadcom Inc.
-1.54%
-$10,207.13 
BLK BlackRock, Inc.
-1.51%
-$3,814.21 
DHI D.R. Horton, Inc.
-1.32%
-$3,517.4 
CME CME Group Inc.
-1.2%
-$4,650.16 
FULT Fulton Financial Corporation
-1.19%
-$3,013.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.09%
-$550,952.32 
RF Regions Financial Corporation
-0.97%
-$12,168.76 
MS Morgan Stanley
-0.94%
-$3,556.26 
FENI Fidelity Enhanced International ETF
-0.9%
-$4,205.88 
VOO Vanguard S&P 500 ETF
-0.87%
-$3,348.41 
PAYX Paychex Inc.
-0.86%
-$6,030.47 
DISV Dimensional International Small Cap Equity Fund
-0.84%
-$30,306.15 
INTU Intuit Inc.
-0.78%
-$1,204.01 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$2,707.5 
DUHP Dimensional US High Profitability ETF
-0.74%
-$181,141.06 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.68%
-$591,309.91 
AVUV Avantis U.S. Small Cap Value ETF
-0.61%
-$3,432.66 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$131,158.08 
DIHP Dimensional International High Profitability Portfolio
-0.5%
-$29,257.51 
HSY The Hershey Company
-0.39%
-$2,430.32 
AJG Arthur J. Gallagher & Co.
-0.34%
-$1,726.54 
HD The Home Depot, Inc.
-0.29%
-$1,777.86 
CAT Caterpillar Inc.
-0.21%
-$1,888.11 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
-0.15%
-$2,233.08 
PNC The PNC Financial Services Group, Inc.
-0.11%
-$2,993.09 
SNA Snap-on Inc.
-0.1%
-$769.98 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$4,774.23 
FERG Ferguson Enterprises Inc
-0.05%
-$128.34 Events
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Dividends
Dividend Analysis
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| Trades 315 | Longs Won 221/315 70% | Profit Factor 25.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $240,585.47 | Best Trade (Jul 17) $16.23M | Sharpe Ratio -15.06 |
| Average Loss -$22,129.99 | Worst Trade (Jul 10) -$822,600.57 | Z-Score 10.47 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $162,187.84 |
| 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% | 0.07% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
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