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:
24.49%
Gain 0%
Monthly
1.02%
Yearly
13%
Drawdown
17.01%
$167.93M
Equity
Holdings
$167.93M
Investment
$141.53M
$30.16M
Profit -$8,561.54
Realized
$3.75M
Unrealized
$26.41M
Dividends
$3.9M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
-$8,561.54
Win %
72%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$388,209.35
Win %
72%
This Month
Compared to last month
Gain
1.59%
Profit
$2.63M
Win %
72%
This Year
Compared to last year
Gain
1.45%
Profit
$2.39M
Win %
70%
NEM Newmont Corporation
+2.88%
+$9,595.82 
GE General Electric Company
+2.67%
+$6,020.06 
RTX RTX Corporation
+2.58%
+$7,924.08 
LMT Lockheed Martin Corporation
+2.51%
+$7,305.47 
PNC The PNC Financial Services Group, Inc.
+2.32%
+$5,453.1 
JPM JPMorgan Chase & Co.
+2.19%
+$7,534.4 
SHEL Shell plc
+1.89%
+$12,916.4 
B BARRICK MINING CORP Common Stock (ABR0)
+1.47%
+$7,294.7 
AXP American Express Company
+1.4%
+$4,039.39 
GEV GE Vernova Inc.
+1.37%
+$2,984.5 
LLY Eli Lilly and Company
+1.24%
+$8,594.18 
TJX The TJX Companies, Inc.
+1.22%
+$7,842.56 
CBUS Cibus Inc.
+1.16%
+$322.51 
MKC McCormick & Company, Incorporated
+1.16%
+$4,190.18 
PG Procter & Gamble Co
+1.13%
+$7,493.8 
JNJ Johnson & Johnson
+1.1%
+$11,924.17 
DFIV Dimensional International Value ETF
+1.08%
+$28,819.08 
HD The Home Depot, Inc.
+1.08%
+$3,046.95 
CINF Cincinnati Financial Corporation
+1.06%
+$9,486.51 
KO The Coca-Cola Company
+1.05%
+$7,088.76 
LOW Lowe's Companies Inc.
+1.04%
+$8,165.69 
DVN Devon Energy Corporation
+1.03%
+$3,443.59 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$15,587.6 
NEE NextEra Energy, Inc.
+0.99%
+$2,139.54 
DISV Dimensional International Small Cap Equity Fund
+0.98%
+$16,031.82 
JXI iShares Global Utilities ETF
+0.98%
+$6,225.05 
ASML ASML Holding N.V. New York Registry Shares
+0.96%
+$9,694.1 
CVX Chevron Corporation
+0.91%
+$3,717.98 
EUFN iShares MSCI Europe Financials ETF
+0.89%
+$1,946.84 
EWG iShares MSCI Germany ETF
+0.88%
+$2,671.8 
CARR Carrier Global Corporation
+0.87%
+$4,379.52 
EWL iShares MSCI Switzerland ETF
+0.87%
+$2,331.72 
RDDT Reddit Inc Class A
+0.86%
+$6,763.69 
ITW Illinois Tool Works Inc.
+0.84%
+$7,044.04 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.82%
+$3,360 
PHM PulteGroup Inc.
+0.81%
+$2,939.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.77%
+$3,644.96 
AAPL Apple Inc.
+0.73%
+$60,597.5 
VYMI Vanguard International High Dividend Yield Index Fund
+0.72%
+$3,151.41 
STZ Constellation Brands, Inc.
+0.71%
+$2,780.24 
CGDG Capital Group Dividend Growers ETF
+0.7%
+$14,370.95 
VZ Verizon Communications Inc.
+0.7%
+$2,442.18 
XEL Xcel Energy Inc.
+0.69%
+$2,433.08 
V Visa Inc. Class A
+0.68%
+$17,328.66 
USRT iShares Core U.S. REIT ETF
+0.65%
+$6,156.42 
LVHI Franklin International Low Volatility High Dividend ETF
+0.65%
+$5,475.8 
TXUE Thornburg International Equity ETF
+0.65%
+$6,773.62 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$2,745.5 
DFAT Dimensional US Targeted Value ETF
+0.62%
+$6,209.7 
CAT Caterpillar Inc.
+0.62%
+$4,335.19 
FEOE First Eagle Overseas Equity ETF
+0.6%
+$8,453.94 
ICE Intercontinental Exchange, Inc.
+0.59%
+$7,285 
COST Costco Wholesale Corporation
+0.58%
+$22,725.68 
NVDA NVIDIA Corporation
+0.56%
+$14,643.66 
BUSA Brandes U.S. Value ETF
+0.56%
+$8,756.1 
CLX The Clorox Company
+0.55%
+$1,198.03 
KMB Kimberly-Clark Corporation
+0.52%
+$1,395.2 
CL Colgate-Palmolive Company
+0.52%
+$2,024.16 
XOM Exxon Mobil Corporation
+0.5%
+$1,557.3 
EMR Emerson Electric Co.
+0.47%
+$4,006.08 
WMT Walmart Inc.
+0.46%
+$1,324.08 
TEX Terex Corporation
+0.46%
+$5,885.28 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$3,665.97 
TSLA Tesla, Inc.
+0.42%
+$3,373.65 
COWZ Pacer US Cash Cows 100 ETF
+0.41%
+$1,235.98 
FXE Invesco CurrencyShares Euro Trust
+0.39%
+$2,216.4 
TDVG T. Rowe Price Dividend Growth ETF
+0.38%
+$10,954.64 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.37%
+$1,550.4 
ABBV AbbVie Inc.
+0.36%
+$7,669.38 
JEPI JPMorgan Equity Premium Income Fund
+0.36%
+$1,004.91 
OAKM Oakmark U.S. Large Cap ETF
+0.36%
+$1,142.24 
FEGE First Eagle Global Equity ETF
+0.35%
+$7,262.46 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.32%
+$1,081.92 
ADP Automatic Data Processing Inc.
+0.32%
+$3,134.79 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.29%
+$8,280.25 
GLD SPDR Gold Shares
+0.28%
+$727.6 
AMGN Amgen Inc.
+0.26%
+$2,389.44 
BSMC Brandes U.S. Small-Mid Cap Value Fund
+0.26%
+$3,210 
RSP Invesco S&P 500 Equal Weight ETF
+0.25%
+$1,522.73 
MA Mastercard Incorporated
+0.22%
+$705.84 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.22%
+$1,137.62 
JOBY Joby Aviation, Inc.
+0.21%
+$328.93 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.2%
+$521.8 
VRTX Vertex Pharmaceuticals Incorporated
+0.2%
+$757 
IJR iShares Core S&P Small-Cap ETF
+0.18%
+$1,098.58 
TIP iShares TIPS Bond ETF
+0.18%
+$555 
TROW T. Rowe Price Group, Inc.
+0.16%
+$606.71 
CGBL Capital Group Core Balanced ETF
+0.15%
+$1,610.07 
BTCW WisdomTree Bitcoin Fund
+0.14%
+$432.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.13%
+$5,804.4 
MTBA Simplify MBS ETF
+0.12%
+$501.44 
IHI iShares U.S. Medical Devices ETF
+0.11%
+$662.12 
ABT Abbott Laboratories
+0.09%
+$625.96 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$172.74 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.08%
+$195 
CGHM Capital Group Municipal High-Income ETF
+0.06%
+$367.5 
IVV iShares Core S&P 500 ETF
+0.06%
+$268.18 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$202.71 
USMV iShares MSCI USA Min Vol Factor ETF
+0.06%
+$176.1 
VOO Vanguard S&P 500 ETF
+0.06%
+$319.14 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$328.1 
GPIX S&P 500 Core Premium Income Fund
+0.05%
+$670.59 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$219.55 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$169.5 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$267.78 
JPLD JPMorgan Limited Duration ETF
+0.03%
+$740.49 
CAH Cardinal Health Inc.
+0.02%
+$82.8 
BMY Bristol-Myers Squibb Company
+0.02%
+$120.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$33.77 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$697.16 
SHOP Shopify Inc.
+0.01%
+$30.24 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$11.85 
DFCA Dimensional California Municipal Bond ETF
0%
$0 NATO
NATO
0%
$0 
PANW Palo Alto Networks, Inc.
-3.72%
-$21,383.02 
CRWD CrowdStrike Holdings, Inc.
-3.67%
-$20,622.01 
BUG Global X Cybersecurity ETF
-3.21%
-$11,887.5 
NOW ServiceNow, Inc.
-2.82%
-$8,082.53 
MU Micron Technology, Inc.
-2.81%
-$7,994.05 
AMD Advanced Micro Devices, Inc.
-2.56%
-$33,313.61 
LRCX Lam Research Corporation
-2.56%
-$7,192.29 
CRM Salesforce Inc
-2.2%
-$32,677.18 
XSW SPDR S&P Software & Services ETF
-2.07%
-$5,142.5 
NFLX Netflix, Inc.
-2.06%
-$78,859.76 
KLAC KLA Corporation
-1.79%
-$3,746.61 
META Meta Platforms Inc Class A
-1.78%
-$21,352.95 
MRVL Marvell Technology, Inc.
-1.78%
-$6,370.65 
GLW Corning Incorporated
-1.77%
-$14,841.09 
GTEK Goldman Sachs Future Tech Leaders Equity ETF
-1.68%
-$10,986.91 
AVGO Broadcom Inc.
-1.53%
-$8,753.45 
AMAT Applied Materials, Inc.
-1.53%
-$30,482.08 
DELL Dell Technologies Inc.
-1.11%
-$3,746.98 
GILD Gilead Sciences Inc.
-0.98%
-$10,815.42 
SPCX Space Exploration Technologies Corp. Class A
-0.98%
-$13,480.65 
VRT Vertiv Holdings Co
-0.96%
-$3,981.32 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$9,037.8 
SCHW Charles Schwab Corporation
-0.84%
-$9,796.79 
GOOGL Alphabet Inc
-0.79%
-$51,441.3 
CSCO Cisco Systems, Inc.
-0.78%
-$2,703.84 
QCOM QUALCOMM Incorporated
-0.78%
-$10,704.59 
GOOG Alphabet Inc
-0.68%
-$21,133.8 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$8,806.32 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.64%
-$7,301.32 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$4,885.16 
MSFT Microsoft Corp.
-0.61%
-$20,600.6 
JGRO JPMorgan Active Growth ETF
-0.57%
-$1,936.98 
CGGR Capital Group Growth ETF
-0.56%
-$10,576.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$8,629.8 
APH Amphenol Corporation
-0.39%
-$936.64 
BDX Becton, Dickinson and Company
-0.39%
-$3,071.16 
VUG Vanguard Growth ETF
-0.35%
-$5,562.27 
SHAK Shake Shack Inc.
-0.33%
-$1,880.47 
IBM International Business Machines Corporation
-0.33%
-$1,416.8 
XLC Communication Services Select Sector SPDR Fund
-0.32%
-$1,161.56 
CMG Chipotle Mexican Grill, Inc.
-0.24%
-$1,976.25 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.23%
-$741.38 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.22%
-$973.82 
SCHA Schwab U.S. Small-Cap ETF
-0.21%
-$1,716.26 
MDT Medtronic plc
-0.21%
-$735.8 
AMZN Amazon.com Inc
-0.2%
-$17,124.83 
UBER Uber Technologies, Inc.
-0.11%
-$831.12 
IBIT iShares Bitcoin Trust
-0.09%
-$211.63 
SUSA iShares MSCI USA ESG Select ETF
-0.09%
-$562.38 
IWR iShares Russell Mid-Cap ETF
-0.07%
-$223.68 
SYY Sysco Corporation
-0.05%
-$280.96 
WM Waste Management, Inc.
-0.05%
-$228.69 
CGXU Capital Group International Focus Equity ETF
-0.04%
-$271.57 
XLV Health Care Select Sector SPDR Fund
-0.03%
-$64.45 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.02%
-$54.55 
TGT Target Corporation
-0.02%
-$124.77 
SBUX Starbucks Corporation
-0.01%
-$129.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.01%
-$117.16 Events
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Dividends
Dividend Analysis
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| Trades 1042 | Longs Won 703/1042 67% | Profit Factor 4.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $168,820.19 |
| Average Win $54,472.27 | Best Trade (Oct 15) $2.94M | Sharpe Ratio -144.18 |
| Average Loss -$23,996.33 | Worst Trade (Oct 15) -$839,689.19 | Z-Score 10.17 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $28,943.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,239 | $6.06M | $8.35M | - | $2.29M | 37.72% | +0.731% |
| ABBV AbbVie Inc. | 7,519 | $1.36M | $2.14M | - | $774,512.14 | 56.78% | +0.36% |
| ABT Abbott Laboratories | 6,589 | $745,415.15 | $690,362.47 | - | -$55,052.68 | -7.39% | +0.091% |
| ADP Automatic Data Processing Inc. | 3,426 | $1M | $981,771.69 | - | -$21,078.71 | -2.1% | +0.32% |
| AMAT Applied Materials, Inc. | 4,635 | $753,750.01 | $1.96M | - | $1.21M | 160.38% | -1.529% |
| AMD Advanced Micro Devices, Inc. | 2,312 | $280,371.38 | $1.27M | - | $986,190.77 | 351.74% | -2.563% |
| AMGN Amgen Inc. | 2,096 | $560,798.78 | $912,116.32 | - | $351,317.54 | 62.65% | +0.263% |
| AMZN Amazon.com Inc | 32,933 | $7.24M | $8.37M | - | $1.13M | 15.63% | -0.204% |
| APH Amphenol Corporation | 2,927 | $129,022.16 | $237,584.59 | - | $108,562.43 | 84.14% | -0.393% |
| ASML ASML Holding N.V. New York Registry Shares | 612 | $430,169.94 | $1.02M | - | $593,877.44 | 138.06% | +0.956% |
| AVGO Broadcom Inc. | 1,661 | $389,488.33 | $563,178.66 | - | $173,690.33 | 44.59% | -1.531% |
| AXP American Express Company | 917 | $278,652.46 | $291,858.17 | - | $13,205.71 | 4.74% | +1.403% |
| B BARRICK MINING CORP Common Stock (ABR0) | 12,260 | $442,066.78 | $504,437.7 | - | $62,370.92 | 14.11% | +1.467% |
| BDX Becton, Dickinson and Company | 4,041 | $618,548.12 | $779,913 | - | $161,364.88 | 26.09% | -0.392% |
| BMY Bristol-Myers Squibb Company | 12,092 | $688,713.4 | $732,533.36 | - | $43,819.96 | 6.36% | +0.017% |
| BRK-B Berkshire Hathaway Inc. | 2,930 | $1.47M | $1.56M | - | $86,997.56 | 5.92% | +1.012% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 11,516 | $226,002 | $225,771.18 | - | -$230.82 | -0.1% | +0.077% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 10,101 | $225,909 | $224,545.23 | - | -$1,363.77 | -0.6% | -0.024% |
| BSMC Brandes U.S. Small-Mid Cap Value Fund | 32,100 | $1.18M | $1.26M | - | $83,199.65 | 7.08% | +0.256% |
| BTCW WisdomTree Bitcoin Fund | 3,607 | $379,753.83 | $313,809 | - | -$65,944.83 | -17.37% | +0.138% |
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Option values are updated at end of day.
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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, CrowdStrike Holdings, Inc - $804,737.82, Applied Materials, Inc - $665,387.94, Advanced Micro Devices, Inc - $403,355.23, and Alphabet Inc - $311,559.09. 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, Salesforce Inc - $111,808.64, Honeywell International Inc - $107,847.36, and Marvell Technology, Inc - $104,362.31. 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 $3.9M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $209,863.54, JPMorgan Limited Duration ETF - $152,321.47, SPDR S&P 500 ETF Trust - $123,713.01, AbbVie Inc - $106,937.59, and Dimensional International Value ETF - $102,051.11. 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.
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