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:
1.55%
Gain
Monthly
0.08%
Yearly
1%
Drawdown
17.59%
$161.07M
Equity
Holdings
$161.07M
Investment
$136.3M
$26.71M
Profit -$1.64M
Realized
$1.94M
Unrealized
$24.77M
Dividends
$3.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.64M
Win %
76%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$1.41M
Win %
76%
This Month
Compared to last month
Gain
-0.58%
Profit
-$939,281.2
Win %
76%
This Year
Compared to last year
Gain
10.56%
Profit
$15.39M
Win %
75%
CSCO Cisco Systems, Inc.
+2.57%
+$8,682.78 
SHEL Shell plc
+2.22%
+$12,260.04 
CINF Cincinnati Financial Corporation
+2%
+$18,818.43 
ORCL Oracle Corporation
+1.64%
+$4,638.96 
CVX Chevron Corporation
+1.58%
+$5,261.28 
JNJ Johnson & Johnson
+1.37%
+$14,611.76 
XOM Exxon Mobil Corporation
+1.32%
+$3,254.4 
ABT Abbott Laboratories
+1.3%
+$8,590.11 
CMG Chipotle Mexican Grill, Inc.
+1.08%
+$9,932.65 
PANW Palo Alto Networks, Inc.
+1.06%
+$5,643.75 
GLD SPDR Gold Shares
+0.82%
+$1,884.26 
CAT Caterpillar Inc.
+0.75%
+$6,115.52 
ABBV AbbVie Inc.
+0.75%
+$15,961.9 
LLY Eli Lilly and Company
+0.61%
+$3,547.89 
BMY Bristol-Myers Squibb Company
+0.45%
+$2,105.68 
TIP iShares TIPS Bond ETF
+0.31%
+$1,005 
CAH Cardinal Health Inc.
+0.3%
+$952.2 
EMR Emerson Electric Co.
+0.3%
+$2,185.39 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.21%
+$564 
AAPL Apple Inc.
+0.2%
+$17,706.69 
EWL iShares MSCI Switzerland ETF
+0.19%
+$518.16 
LVHI Franklin International Low Volatility High Dividend ETF
+0.18%
+$1,430.03 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$851.36 
QCOM QUALCOMM Incorporated
+0.16%
+$2,226 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.13%
+$326.64 
BUG Global X Cybersecurity ETF
+0.11%
+$381.37 
MTBA Simplify MBS ETF
+0.07%
+$450.89 
RTX RTX Corporation
+0.06%
+$183.77 
BTCW WisdomTree Bitcoin Fund
+0.05%
+$120.64 
JPLD JPMorgan Limited Duration ETF
+0.05%
+$1,537.28 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.04%
+$143.93 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$383.13 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$57.32 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$57.58 
FLXR TCW Flexible Income ETF
+0.01%
+$43.78 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$78.95 
NATO
0%
$0 
NFLX Netflix, Inc.
-6.94%
-$259,320.96 
AMAT Applied Materials, Inc.
-5%
-$154,304.12 
KO The Coca-Cola Company
-4.14%
-$25,554.05 
IBM International Business Machines Corporation
-3.45%
-$13,046.41 
AMCR Amcor plc
-3.12%
-$8,708 
LOW Lowe's Companies Inc.
-2.98%
-$26,313.84 
META Meta Platforms Inc Class A
-2.83%
-$29,120.03 
SBUX Starbucks Corporation
-2.73%
-$27,344.48 
CLX The Clorox Company
-2.66%
-$6,703.87 
LRCX Lam Research Corporation
-2.61%
-$8,507.46 
GOOGL Alphabet Inc
-2.57%
-$180,076.14 
GOOG Alphabet Inc
-2.56%
-$81,631 
PHM PulteGroup Inc.
-2.47%
-$10,192.05 
TSLA Tesla, Inc.
-2.39%
-$17,372.16 
HD The Home Depot, Inc.
-2.35%
-$7,320.33 
ITW Illinois Tool Works Inc.
-2.31%
-$20,115.05 
GS The Goldman Sachs Group, Inc.
-2.18%
-$5,731.2 
AMGN Amgen Inc.
-2.04%
-$15,981.57 
MKC McCormick & Company, Incorporated
-2.02%
-$8,459.42 
GLW Corning Incorporated
-1.99%
-$17,813.25 
NVDA NVIDIA Corporation
-1.98%
-$49,947.87 
AXP American Express Company
-1.92%
-$8,111.76 
STZ Constellation Brands, Inc.
-1.87%
-$7,675.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$14,588.56 
V Visa Inc. Class A
-1.8%
-$41,984 
XLC Communication Services Select Sector SPDR Fund
-1.79%
-$5,302.5 
RDDT Reddit Inc Class A
-1.71%
-$15,254.04 
SHAK Shake Shack Inc.
-1.69%
-$8,002 
MA Mastercard Incorporated
-1.61%
-$4,722.3 
WM Waste Management, Inc.
-1.51%
-$7,696.98 
MSFT Microsoft Corp.
-1.49%
-$32,831.3 
UBER Uber Technologies, Inc.
-1.47%
-$5,123.6 
TROW T. Rowe Price Group, Inc.
-1.43%
-$7,061.8 
FDX FedEx Corporation
-1.38%
-$2,825.99 
CGGR Capital Group Growth ETF
-1.35%
-$24,008.88 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$15,147.92 
BDX Becton, Dickinson and Company
-1.32%
-$4,462.65 
VUG Vanguard Growth ETF
-1.32%
-$20,581.56 
CL Colgate-Palmolive Company
-1.31%
-$5,186.91 
BLK BlackRock, Inc.
-1.28%
-$3,619.2 
ICE Intercontinental Exchange, Inc.
-1.26%
-$13,872.5 
TGT Target Corporation
-1.24%
-$7,656.51 
PG Procter & Gamble Co
-1.22%
-$7,950.53 
CGXU Capital Group International Focus Equity ETF
-1.19%
-$7,261.6 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$14,148.08 
PNC The PNC Financial Services Group, Inc.
-1.15%
-$3,219.3 
GILD Gilead Sciences Inc.
-1.14%
-$10,825.2 
XEL Xcel Energy Inc.
-1.07%
-$3,966.32 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.04%
-$12,606.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.98%
-$12,300.64 
KMB Kimberly-Clark Corporation
-0.97%
-$2,713.6 
DFAT Dimensional US Targeted Value ETF
-0.97%
-$10,243.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.95%
-$2,583.53 
JOBY Joby Aviation, Inc.
-0.95%
-$1,203.16 
SHOP Shopify Inc.
-0.94%
-$2,964.16 
TEX Terex Corporation
-0.94%
-$15,203.64 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$6,059.58 
OAKM Oakmark U.S. Large Cap ETF
-0.91%
-$11,926.71 
JGRO JPMorgan Active Growth ETF
-0.9%
-$3,411.26 
VRT Vertiv Holdings Co
-0.9%
-$5,805.36 
SCHX Schwab U.S. Large-Cap ETF
-0.9%
-$4,491.75 
NEM Newmont Corporation
-0.89%
-$2,205.63 
SUSA iShares MSCI USA ESG Select ETF
-0.88%
-$8,463 
VOO Vanguard S&P 500 ETF
-0.87%
-$5,188.21 
IVV iShares Core S&P 500 ETF
-0.86%
-$2,489.88 
CRM Salesforce Inc
-0.86%
-$9,575.6 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$60,157.85 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.85%
-$4,265.55 
AMZN Amazon.com Inc
-0.84%
-$70,713.64 
FEGE First Eagle Global Equity ETF
-0.84%
-$17,254.02 
COST Costco Wholesale Corporation
-0.8%
-$22,747.85 
CARR Carrier Global Corporation
-0.78%
-$4,552.2 
AMD Advanced Micro Devices, Inc.
-0.77%
-$11,958.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$4,500.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$30,176.28 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$7,191.9 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$10,371.22 
ADP Automatic Data Processing Inc.
-0.72%
-$6,379.8 
SCHW Charles Schwab Corporation
-0.71%
-$9,006.74 
JEPI JPMorgan Equity Premium Income Fund
-0.7%
-$2,132.8 
FEOE First Eagle Overseas Equity ETF
-0.69%
-$9,351.75 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.69%
-$2,691.87 
GPIX S&P 500 Core Premium Income Fund
-0.69%
-$5,475.8 
SYY Sysco Corporation
-0.68%
-$3,933.44 
BSMC Brandes U.S. Small-Mid Cap Value Fund
-0.67%
-$7,328.43 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.65%
-$2,119.39 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$1,996.99 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.6%
-$15,921.32 
NEE NextEra Energy, Inc.
-0.59%
-$1,461.6 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$4,753.35 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.53%
-$2,412.81 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.51%
-$2,100 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$4,168.06 
CGDG Capital Group Dividend Growers ETF
-0.47%
-$10,002.42 
TDVG T. Rowe Price Dividend Growth ETF
-0.47%
-$13,507.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.46%
-$3,796.96 
MDT Medtronic plc
-0.44%
-$1,384.17 
CGBL Capital Group Core Balanced ETF
-0.44%
-$5,635.08 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$1,356.04 
USMV iShares MSCI USA Min Vol Factor ETF
-0.43%
-$1,218.03 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$10,502.19 
VZ Verizon Communications Inc.
-0.39%
-$1,364.76 
TJX The TJX Companies, Inc.
-0.35%
-$1,054.33 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$1,097.78 
EWG iShares MSCI Germany ETF
-0.33%
-$988.2 
HON Honeywell International Inc.
-0.3%
-$337.28 
JPM JPMorgan Chase & Co.
-0.29%
-$975.15 
AVGO Broadcom Inc.
-0.28%
-$1,752.18 
DFIV Dimensional International Value ETF
-0.27%
-$6,627.15 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$940.19 
TXUE Thornburg International Equity ETF
-0.23%
-$2,427.12 
USRT iShares Core U.S. REIT ETF
-0.2%
-$1,754.48 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$495.5 
NOW ServiceNow, Inc.
-0.12%
-$230.76 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.1%
-$498.5 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$1,143.95 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.09%
-$202.02 
DFCA Dimensional California Municipal Bond ETF
-0.08%
-$939.12 
CMF iShares California Muni Bond ETF
-0.06%
-$274.75 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.06%
-$207.12 
PGX Invesco Preferred ETF
-0.05%
-$203.47 
CGHM Capital Group Municipal High-Income ETF
-0.02%
-$135.77 
FXE Invesco CurrencyShares Euro Trust
-0.02%
-$204.84 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$35.55 
JPIE JPMorgan Income ETF
-0.01%
-$62.49 Events
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Dividends
Dividend Analysis
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| Trades 766 | Longs Won 532/766 69% | Profit Factor 4.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,484.95 |
| Average Win $63,299.66 | Best Trade (Jul 15) $3.32M | Sharpe Ratio -10.5 |
| Average Loss -$29,751.77 | Worst Trade (Jul 15) -$1.08M | Z-Score 12.31 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $34,874.03 |
| 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 | 5,405 | 4,865 | 4,324 | 3,784 | 3,243 | 2,703 | 2,162 | 1,622 | 1,081 | 541 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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