Michael Behner Portfolio
Invests via Nautilus Advisors LLC | Managed by Michael Behner, Dan Callan
Invests via Nautilus Advisors LLC
Managed by Michael Behner, Dan Callan
Automatically Tracked
Senior investor focused on growth-stage technology and telecommunications companies, combining operating insight with deal execution and portfolio governance. Michael Behner is known for sourcing cross-border transactions, structuring minority and control investments, and driving revenue and go-to-market expansion at scale. Prior roles span operating and investment functions in PE and strategic corporate development, with experience working alongside founders and management teams. Regularly participates in board oversight, capital raises and exit planning for venture-to-buyout opportunities.
Senior investor focused on growth-stage technology and telecommunications companies, combining operating insight with deal execution and portfolio governance. Michael Behner is known for sourcing cross-border transactions, structuring minority and control investments, and driving revenue and go-to-market expansion at scale. Prior roles span operating and investment functions in PE and strategic corporate development, with experience working alongside founders and management teams. Regularly participates in board oversight, capital raises and exit planning for venture-to-buyout opportunities.
Investment Philosophy & Strategy
Combines a growth-stage technology and telecommunications focus with a pragmatic operating-investor approach. Emphasizes scalable revenue models, repeatable go-to-market playbooks and unit-economics-led growth; targets minority and control positions in cross-border situations where operational guidance accelerates commercialization. Capital allocation favors durable market-share gains, founder-aligned governance and staged value creation through commercial scaling, M&A tuck-ins and disciplined exit planning. Risk is managed via active board oversight, milestone-conditioned capital tranches and a focus on margin expansion before leverage.
Combines a growth-stage technology and telecommunications focus with a pragmatic operating-investor approach. Emphasizes scalable revenue models, repeatable go-to-market playbooks and unit-economics-led growth; targets minority and control positions in cross-border situations where operational guidance accelerates commercialization. Capital allocation favors durable market-share gains, founder-aligned governance and staged value creation through commercial scaling, M&A tuck-ins and disciplined exit planning. Risk is managed via active board oversight, milestone-conditioned capital tranches and a focus on margin expansion before leverage.
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:
23.77%
Gain -0.64%
Monthly
1.07%
Yearly
13.64%
Drawdown
17%
$172.89M
Equity
Holdings
$172.89M
Investment
$145.42M
$29.21M
Profit -$1.01M
Realized
$1.75M
Unrealized
$27.47M
Dividends
$3.52M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$1.01M
Win %
72%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.71M
Win %
72%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.01M
Win %
72%
This Year
Compared to last year
Gain
0.96%
Profit
$1.63M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$1.24M 
GOOG Alphabet Inc
+6.88%
+$207,373.16 
GOOGL Alphabet Inc
+6.73%
+$446,995.71 
VRT Vertiv Holdings Co
+6.18%
+$29,532.95 
META Meta Platforms Inc Class A
+3.28%
+$28,517.83 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$53,783.04 
MSFT Microsoft Corp.
+3.02%
+$82,945.74 
NVDA NVIDIA Corporation
+2.93%
+$69,970.43 
CVX Chevron Corporation
+2.35%
+$8,176.68 
MRVL Marvell Technology, Inc.
+2.32%
+$6,845.82 
GLW Corning Incorporated
+2.24%
+$17,619.45 
GTEK Goldman Sachs Future Tech Leaders Equity ETF
+2.2%
+$11,632.48 
DVN Devon Energy Corporation
+2.17%
+$6,810.24 
CSCO Cisco Systems, Inc.
+2.14%
+$7,396.92 
PANW Palo Alto Networks, Inc.
+1.89%
+$9,686.25 
CRM Salesforce Inc
+1.83%
+$20,210.82 
ORCL Oracle Corporation
+1.81%
+$3,820.74 
CINF Cincinnati Financial Corporation
+1.69%
+$15,726.4 
SHEL Shell plc
+1.62%
+$9,575.58 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,488.64 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$4,065.01 
BUG Global X Cybersecurity ETF
+1.52%
+$4,773.77 
VZ Verizon Communications Inc.
+1.52%
+$6,071.1 
LMT Lockheed Martin Corporation
+1.5%
+$3,710.9 
NOC Northrop Grumman Corporation
+1.43%
+$2,907.03 
GE General Electric Company
+1.42%
+$3,460.64 
KLAC KLA Corporation
+1.38%
+$2,997.97 
EMEQ Macquarie Focused Emerging Markets Equity ETF
+1.33%
+$2,733.07 
CAH Cardinal Health Inc.
+1.3%
+$4,084.79 
AMAT Applied Materials, Inc.
+1.18%
+$29,081.2 
ITW Illinois Tool Works Inc.
+1.15%
+$9,980.75 
VUG Vanguard Growth ETF
+1.1%
+$16,476.81 
NOW ServiceNow, Inc.
+1.05%
+$2,412.8 
TEX Terex Corporation
+1%
+$15,203.64 
ADP Automatic Data Processing Inc.
+0.98%
+$8,873.31 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$7,495.04 
SCHW Charles Schwab Corporation
+0.87%
+$11,227.58 
IBM International Business Machines Corporation
+0.86%
+$3,856.25 
GEV GE Vernova Inc.
+0.85%
+$1,836.51 
EMR Emerson Electric Co.
+0.79%
+$6,154.93 
TSLA Tesla, Inc.
+0.76%
+$4,604.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$49,742.37 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,140.75 
CAT Caterpillar Inc.
+0.7%
+$5,261.75 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,555.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,088.96 
CARR Carrier Global Corporation
+0.68%
+$3,572.52 
CGGR Capital Group Growth ETF
+0.65%
+$11,564.33 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,645.68 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,220.5 
SYY Sysco Corporation
+0.63%
+$3,722.72 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$7,295.02 
JGRO JPMorgan Active Growth ETF
+0.61%
+$2,120.72 
XSW SPDR S&P Software & Services ETF
+0.6%
+$1,291.67 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$8,435.79 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.56%
+$6,743.35 
APH Amphenol Corporation
+0.55%
+$1,161.59 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,804.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,249.26 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,270.19 
RTX RTX Corporation
+0.39%
+$1,333.92 
AVGO Broadcom Inc.
+0.37%
+$2,427.84 
PG Procter & Gamble Co
+0.37%
+$2,272.11 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,633.94 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$15,249.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$994.08 
JPM JPMorgan Chase & Co.
+0.27%
+$927.78 
JNJ Johnson & Johnson
+0.21%
+$2,257.8 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,860 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$550.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$750.24 
USB U.S. Bancorp
+0.17%
+$377.29 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.14%
+$460.56 
DELL Dell Technologies Inc.
+0.14%
+$398.16 
TXUE Thornburg International Equity ETF
+0.11%
+$1,209.13 
BDX Becton, Dickinson and Company
+0.1%
+$620.67 
WM Waste Management, Inc.
+0.1%
+$456.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$264.15 
ABT Abbott Laboratories
+0.09%
+$593.01 
FEGE First Eagle Global Equity ETF
+0.08%
+$1,648.28 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$1,120.46 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$50.51 
FXE Invesco CurrencyShares Euro Trust
+0.02%
+$210.82 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$23.7 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 NATO
NATO
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$184,495.66 
AAPL Apple Inc.
-7.35%
-$652,894.04 
TROW T. Rowe Price Group, Inc.
-6.31%
-$28,854.96 
MU Micron Technology, Inc.
-5.9%
-$17,037.88 
SPOT Spotify Technology S.A.
-4.34%
-$9,521.4 
SHOP Shopify Inc.
-4.29%
-$16,206.75 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$14,052.27 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$34,352.5 
BTCW WisdomTree Bitcoin Fund
-2.95%
-$7,017.48 
QCOM QUALCOMM Incorporated
-2.63%
-$31,636.79 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$10,970.7 
ABBV AbbVie Inc.
-2.51%
-$48,466.77 
ICE Intercontinental Exchange, Inc.
-2.42%
-$29,372.5 
NEM Newmont Corporation
-2.14%
-$5,787.15 
NFLX Netflix, Inc.
-2%
-$75,388.56 
AMD Advanced Micro Devices, Inc.
-1.9%
-$26,666.7 
PHM PulteGroup Inc.
-1.76%
-$7,252.68 
LRCX Lam Research Corporation
-1.58%
-$5,278.11 
GLD SPDR Gold Shares
-1.49%
-$3,518.11 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$13,980.08 
JOBY Joby Aviation, Inc.
-1.24%
-$2,866.32 
CLX The Clorox Company
-1.24%
-$3,058.8 
TJX The TJX Companies, Inc.
-1.21%
-$3,811.18 
EWL iShares MSCI Switzerland ETF
-1.19%
-$3,281.68 
NEE NextEra Energy, Inc.
-1.15%
-$2,765.38 
LOW Lowe's Companies Inc.
-1.08%
-$9,252.53 
KO The Coca-Cola Company
-1.02%
-$6,543 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,574.2 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$13,659.36 
GILD Gilead Sciences Inc.
-0.81%
-$7,512.4 
KMB Kimberly-Clark Corporation
-0.8%
-$2,252.8 
MA Mastercard Incorporated
-0.74%
-$2,222.75 
BLK BlackRock, Inc.
-0.73%
-$2,074.8 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$5,711.1 
AMGN Amgen Inc.
-0.64%
-$5,079.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,464.48 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,560 
AMCR Amcor plc
-0.6%
-$1,679.4 
SBUX Starbucks Corporation
-0.57%
-$5,298 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$4,208.26 
USRT iShares Core U.S. REIT ETF
-0.54%
-$5,271.02 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$3,441.06 
LLY Eli Lilly and Company
-0.53%
-$3,114.04 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$8,171.02 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,684.86 
SHAK Shake Shack Inc.
-0.51%
-$2,560.64 
DFIV Dimensional International Value ETF
-0.47%
-$12,647.34 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$1,506.5 
HD The Home Depot, Inc.
-0.42%
-$1,245.46 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,995.62 
JXI iShares Global Utilities ETF
-0.39%
-$2,444.65 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,187.34 
AXP American Express Company
-0.38%
-$914.39 
FDX FedEx Corporation
-0.37%
-$746.35 
MDT Medtronic plc
-0.37%
-$1,177.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,149.7 
CL Colgate-Palmolive Company
-0.33%
-$1,265.1 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$1,242.36 
MTBA Simplify MBS ETF
-0.31%
-$1,750.35 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$1,759.2 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$1,604.7 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$866.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,135.79 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$6,984.36 
COST Costco Wholesale Corporation
-0.24%
-$8,310.49 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$5,024.7 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,086.15 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$517.95 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,133.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,041.57 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$761.94 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,646.92 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$577.2 
MKC McCormick & Company, Incorporated
-0.12%
-$474.36 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$3,325.41 
STZ Constellation Brands, Inc.
-0.12%
-$453.3 
TIP iShares TIPS Bond ETF
-0.1%
-$330 
PGX Invesco Preferred ETF
-0.09%
-$406.93 
JPIE JPMorgan Income ETF
-0.09%
-$208.96 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$846.54 
EWG iShares MSCI Germany ETF
-0.07%
-$219.6 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$425.64 
CGBL Capital Group Core Balanced ETF
-0.05%
-$620.06 
CMF iShares California Muni Bond ETF
-0.05%
-$295.5 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$112.86 
V Visa Inc. Class A
-0.04%
-$895.94 
XEL Xcel Energy Inc.
-0.04%
-$139.35 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$171.56 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$168.29 
TGT Target Corporation
-0.01%
-$83.1 
UBER Uber Technologies, Inc.
-0.01%
-$104.54 
BUSA Brandes U.S. Value ETF
0%
-$33.61 
BSMC Brandes U.S. Small-Mid Cap Value Fund
0%
-$31.76 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 607/902 67% | Profit Factor 5.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $172,659.36 |
| Average Win $59,646.28 | Best Trade (Aug 05) $3.59M | Sharpe Ratio -10.47 |
| Average Loss -$23,719.17 | Worst Trade (Aug 02) -$917,710.53 | Z-Score 8.51 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $32,389.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,627 | $6.66M | $8.23M | - | $1.56M | 23.48% | -7.354% |
| ABBV AbbVie Inc. | 7,491 | $1.36M | $1.88M | - | $523,074.35 | 38.55% | -2.513% |
| ABT Abbott Laboratories | 6,589 | $745,415.15 | $696,457.3 | - | -$48,957.85 | -6.57% | +0.085% |
| ADP Automatic Data Processing Inc. | 3,426 | $1M | $912,891.93 | - | -$89,958.47 | -8.97% | +0.982% |
| AMAT Applied Materials, Inc. | 4,929 | $801,560.69 | $2.5M | - | $1.7M | 212.18% | +1.176% |
| AMCR Amcor plc | 6,220 | $247,245 | $279,153.6 | - | $31,908.6 | 12.91% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 2,886 | $349,704.87 | $1.37M | - | $1.02M | 292.95% | -1.904% |
| AMGN Amgen Inc. | 2,048 | $540,565.18 | $788,807.68 | - | $248,242.5 | 45.92% | -0.64% |
| AMZN Amazon.com Inc | 34,482 | $7.58M | $9.36M | - | $1.78M | 23.53% | +15.321% |
| APH Amphenol Corporation | 2,640 | $232,742.4 | $212,124 | - | -$20,618.4 | -8.86% | +0.551% |
| ASML ASML Holding N.V. New York Registry Shares | 623 | $437,793.81 | $1.01M | - | $577,073.19 | 131.81% | -1.359% |
| AVGO Broadcom Inc. | 1,686 | $395,283.22 | $656,326.08 | - | $261,042.86 | 66.04% | +0.371% |
| AXP American Express Company | 720 | $218,715.91 | $242,100 | - | $23,384.09 | 10.69% | -0.376% |
| B BARRICK MINING CORP Common Stock (ABR0) | 11,310 | $403,430.29 | $415,416.3 | - | $11,986.01 | 2.97% | -2.573% |
| BDX Becton, Dickinson and Company | 3,651 | $548,746.03 | $604,678.62 | - | $55,932.59 | 10.19% | +0.103% |
| BLK BlackRock, Inc. | 260 | $266,528.89 | $283,501.4 | - | $16,972.51 | 6.37% | -0.727% |
| BMY Bristol-Myers Squibb Company | 12,345 | $703,023.5 | $806,251.95 | - | $103,228.45 | 14.68% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 3,029 | $1.52M | $1.55M | - | $27,896.8 | 1.83% | +0.365% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 11,516 | $226,002 | $225,771.18 | - | -$230.82 | -0.1% | 0.0 |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 10,101 | $225,909 | $225,555.33 | - | -$353.67 | -0.16% | +0.022% |
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FAQ
Which stocks have generated the highest profits for Michael Behner?
The largest contributions to the portfolio's profits come from the following stocks: Rev Group Inc - $967,100, Applied Materials, Inc - $560,242.58, Vanguard Information Technology ETF - $244,388.88, Vanguard Mega Cap Growth ETF - $212,632.93, and JPMorgan Nasdaq Equity Premium Income ETF - $185,296.31. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Trade Desk, Inc. Class A - $453,911.67, Alexandria Real Estate Equities, Inc - $201,755.9, Honeywell International Inc - $107,847.36, Salesforce Inc - $106,426.46, and Marvell Technology, Inc - $95,381.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Behner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.52M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $192,415.51, JPMorgan Limited Duration ETF - $141,729.21, SPDR S&P 500 ETF Trust - $106,118.56, AbbVie Inc - $93,929.72, and Janus Henderson Short Duration Income ETF - $93,926.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Behner's monthly returns?
Michael Behner's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Behner's strategy be considered aggressive or moderate?
Michael Behner's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Behner's strategy?
Michael Behner's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
