ECC
Elizabeth C. Carr Portfolio
Invests via CLG LLC | Managed by Elizabeth C. Carr, Kurt R. Ehmann, Pamela C. Eckenrode, Jerry Mitchell
Invests via CLG LLC
Managed by Elizabeth C. Carr, Kurt R. Ehmann, Pamela C. Eckenrode, Jerry Mitchell
Automatically Tracked
Senior investor and corporate director with a track record of scaling growth-stage companies and advising venture and private-equity managers. Elizabeth C. Carr combines operational leadership in finance and strategy with board governance experience across healthcare and technology portfolios. She focuses on scalable business models, capital efficiency and exit readiness, and is active in direct investments, follow-on financings and board-level performance improvement. Known for disciplined valuation approach and hands-on portfolio company support.
Senior investor and corporate director with a track record of scaling growth-stage companies and advising venture and private-equity managers. Elizabeth C. Carr combines operational leadership in finance and strategy with board governance experience across healthcare and technology portfolios. She focuses on scalable business models, capital efficiency and exit readiness, and is active in direct investments, follow-on financings and board-level performance improvement. Known for disciplined valuation approach and hands-on portfolio company support.
Investment Philosophy & Strategy
Combines operational finance and board experience to favor capital-efficient, scalable growth-stage companies in healthcare and technology. Prioritizes rigorous valuation and milestone-driven capital deployment, blending seed-to-growth direct investments with selective follow-ons to preserve ownership and optionality. Emphasizes measurable KPIs, governance upgrades, and exit-readiness through strategic M&A or IPO paths. Risk discipline centers on downside protection, capital efficiency, and active, hands-on portfolio engagement.
Combines operational finance and board experience to favor capital-efficient, scalable growth-stage companies in healthcare and technology. Prioritizes rigorous valuation and milestone-driven capital deployment, blending seed-to-growth direct investments with selective follow-ons to preserve ownership and optionality. Emphasizes measurable KPIs, governance upgrades, and exit-readiness through strategic M&A or IPO paths. Risk discipline centers on downside protection, capital efficiency, and active, hands-on portfolio engagement.
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:
33.44%
Gain +0.16%
Monthly
1.35%
Yearly
17.47%
Drawdown
16.55%
$476.22M
Equity
Holdings
$476.22M
Investment
$410.54M
$90.8M
Profit +$604,127.11
Realized
$25.12M
Unrealized
$65.68M
Dividends
$11.59M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$604,127.11
Win %
69%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.7M
Win %
69%
This Month
Compared to last month
Gain
0.88%
Profit
$4.22M
Win %
69%
This Year
Compared to last year
Gain
0.78%
Profit
$3.79M
Win %
69%
HONIV Honeywell International Inc.
+6.14%
+$19,869.8 
GE General Electric Company
+2.75%
+$6,426.42 
HONA Honeywell Aerospace Inc.
+2.73%
+$6,826.3 
RTX RTX Corporation
+2.69%
+$12,680.63 
LMT Lockheed Martin Corporation
+2.54%
+$14,187.71 
ROK Rockwell Automation, Inc.
+2.53%
+$31,182.73 
GDX VanEck Gold Miners ETF
+2.24%
+$148,884.68 
JPM JPMorgan Chase & Co.
+2.23%
+$19,507.5 
NOC Northrop Grumman Corporation
+2.2%
+$14,234 
GD General Dynamics Corporation
+2.05%
+$6,410.1 
BAC Bank of America Corporation
+1.66%
+$10,022.44 
PG Procter & Gamble Co
+1.64%
+$3,700.8 
BA Boeing Company
+1.54%
+$9,935.4 
JNJ Johnson & Johnson
+1.43%
+$9,151.36 
KO The Coca-Cola Company
+1.42%
+$6,149.14 
LOW Lowe's Companies Inc.
+1.39%
+$3,239.52 
MO Altria Group, Inc.
+1.27%
+$7,068.8 
TFX Teleflex Incorporated
+1.23%
+$2,712.86 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+1.2%
+$9,683.56 
DFIV Dimensional International Value ETF
+1.18%
+$47,694.46 
HD The Home Depot, Inc.
+1.17%
+$3,074.41 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$83,237.91 
LLY Eli Lilly and Company
+1.11%
+$5,333.76 
DFIS Dimensional International Small Cap ETF
+1.04%
+$20,901 
FVD First Trust Value Line Dividend Index Fund
+1.04%
+$24,339.75 
WMT Walmart Inc.
+0.99%
+$6,527.43 
COST Costco Wholesale Corporation
+0.98%
+$9,664.59 
CVX Chevron Corporation
+0.96%
+$144,195.81 
DFAI Dimensional International Core Equity Market ETF
+0.94%
+$43,266.6 
ASML ASML Holding N.V. New York Registry Shares
+0.91%
+$2,438.11 
IQLT iShares MSCI International Quality Factor ETF
+0.89%
+$30,110.03 
VZ Verizon Communications Inc.
+0.86%
+$7,837.5 
FTCS First Trust Capital Strength ETF
+0.85%
+$2,724.96 
GEV GE Vernova Inc.
+0.85%
+$1,679.9 
FENI Fidelity Enhanced International ETF
+0.82%
+$203,161.73 
DIS The Walt Disney Company
+0.8%
+$2,115.53 
CGDG Capital Group Dividend Growers ETF
+0.74%
+$15,748.6 
CGIE Capital Group International Equity ETF
+0.73%
+$13,685.13 
V Visa Inc. Class A
+0.72%
+$3,761.3 
JHMD John Hancock Multifactor Developed International ETF
+0.72%
+$2,708.16 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.71%
+$1,508.58 
AAPL Apple Inc.
+0.68%
+$173,113.71 
VTV Vanguard Value ETF
+0.64%
+$1,417.16 
AMGN Amgen Inc.
+0.63%
+$3,203.7 
CAT Caterpillar Inc.
+0.61%
+$2,182.14 
DFLV Dimensional US Large Cap Value ETF
+0.6%
+$30,468.25 
CEF Sprott Physical Gold and Silver Trust
+0.59%
+$2,758.8 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$256,728.88 
ABBV AbbVie Inc.
+0.58%
+$2,640.42 
FDVV Fidelity High Dividend ETF
+0.57%
+$11,275.16 
TSLA Tesla, Inc.
+0.56%
+$2,548.07 
GLD SPDR Gold Shares
+0.55%
+$3,743.21 
FDX FedEx Corporation
+0.5%
+$1,418.47 
UNP Union Pacific Corporation
+0.5%
+$7,967.8 
BAR GraniteShares Gold Trust
+0.49%
+$2,400 
AAAU Goldman Sachs Physical Gold ETF
+0.49%
+$56,947.2 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$10,866.27 
XOM Exxon Mobil Corporation
+0.46%
+$8,884.24 
FEGE First Eagle Global Equity ETF
+0.45%
+$2,272.9 
T AT&T Inc.
+0.43%
+$1,151.8 
WM Waste Management, Inc.
+0.35%
+$979.6 
ECL Ecolab Inc.
+0.35%
+$2,720.94 
SBUX Starbucks Corporation
+0.33%
+$934.92 
NAC Nuveen California Quality Municipal Income Fund
+0.3%
+$1,127.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.29%
+$16,347.02 
MA Mastercard Incorporated
+0.27%
+$661.99 
TIP iShares TIPS Bond ETF
+0.22%
+$535.1 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.22%
+$706.9 
CGGE Capital Group Global Equity ETF
+0.19%
+$2,079.93 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$958.57 
NVDA NVIDIA Corporation
+0.16%
+$6,497.92 
DFAS Dimensional U.S. Small Cap ETF
+0.15%
+$6,866.76 
DFCF Dimensional Core Fixed Income ETF
+0.14%
+$10,797.99 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.12%
+$929.25 
CGSD Capital Group Short Duration Income ETF
+0.12%
+$2,170.56 
CGCP Capital Group Core Plus Income ETF
+0.12%
+$4,924.73 
CGBL Capital Group Core Balanced ETF
+0.09%
+$11,548.88 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.09%
+$407.88 
FCAL First Trust California Municipal Fund
+0.06%
+$225.03 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$475.32 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$556.43 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$10,365.78 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$413.44 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$899.68 
FAAA Fidelity AAA CLO ETF
+0.03%
+$78.03 
CGDV Capital Group Dividend Value ETF
+0.02%
+$2,907.73 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$48.12 
CGMU Capital Group Municipal Income ETF
+0.02%
+$77.71 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.01%
+$18.78 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 BPRE
BPRE
0%
$0 
SATS EchoStar Corporation
-74.39%
-$8.46M 
PANW Palo Alto Networks, Inc.
-5.26%
-$36,866.69 
MU Micron Technology, Inc.
-3.62%
-$51,318.52 
AMD Advanced Micro Devices, Inc.
-3.26%
-$19,524.38 
INTC Intel Corporation
-3.18%
-$36,057 
LRCX Lam Research Corporation
-2.7%
-$26,359.48 
ORCL Oracle Corporation
-2.31%
-$6,972.62 
AMAT Applied Materials, Inc.
-2.15%
-$8,565.51 
UNH UnitedHealth Group Incorporated
-2.07%
-$14,887.4 
AVGO Broadcom Inc.
-1.99%
-$7,449.95 
META Meta Platforms Inc Class A
-1.93%
-$13,793.37 
SPCX Space Exploration Technologies Corp. Class A
-1.7%
-$5,383.84 
SMH VanEck Semiconductor ETF
-1.53%
-$53,730.66 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$3,915.46 
QCOM QUALCOMM Incorporated
-1.44%
-$3,585.14 
CSCO Cisco Systems, Inc.
-1.33%
-$3,667.52 
DARP Grizzle Growth ETF
-1.25%
-$45,242.18 
FFLG Fidelity Fund Large Cap Growth ETF
-1.09%
-$4,427.45 
GOOGL Alphabet Inc
-1.08%
-$25,919.81 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$4,311.05 
FBCG Fidelity Blue Chip Growth Fund
-1%
-$182,095.86 
GOOG Alphabet Inc
-0.98%
-$36,534.42 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.86%
-$3,960.88 
IBM International Business Machines Corporation
-0.8%
-$6,137.34 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$4,804.8 
CGGR Capital Group Growth ETF
-0.78%
-$130,733.21 
MSFT Microsoft Corp.
-0.75%
-$39,846.52 
VUG Vanguard Growth ETF
-0.71%
-$4,944.64 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.71%
-$19,564.35 
AMZN Amazon.com Inc
-0.59%
-$20,748.77 
PATN Pacer Nasdaq International Patent Leaders ETF
-0.52%
-$21,231.7 
CGNG Capital Group New Geography Equity ETF
-0.46%
-$1,423.54 
JHAI Janus Henderson Global Artificial Intelligence ETF
-0.36%
-$9,287.4 
FESM Fidelity Enhanced Small Cap ETF
-0.36%
-$12,069.28 
CGGO Capital Group Global Growth Equity ETF
-0.35%
-$34,371.14 
WTIP WisdomTree Inflation Plus Fund
-0.3%
-$9,748.75 
FTGS First Trust Growth Strength ETF
-0.27%
-$1,266.3 
OEF iShares S&P 100 ETF
-0.23%
-$1,055.54 
CIK Credit Suisse Asset Management Income Fund, Inc.
-0.22%
-$73.42 
CGXU Capital Group International Focus Equity ETF
-0.2%
-$9,628.39 
ESGU iShares ESG Aware MSCI USA ETF
-0.15%
-$402.16 
FTCA Franklin California Municipal Income ETF
-0.14%
-$172.66 
VOO Vanguard S&P 500 ETF
-0.12%
-$1,420.69 
CGUS Capital Group Core Equity ETF
-0.12%
-$1,126.18 
DFUS Dimensional U.S. Equity Market ETF
-0.12%
-$7,829.2 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$563.95 
IVV iShares Core S&P 500 ETF
-0.12%
-$94,790.34 
FELC Fidelity Enhanced Large Cap Core ETF
-0.1%
-$252.56 
COR Cencora, Inc.
-0.09%
-$357.15 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.05%
-$160.11 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.04%
-$171.24 
FSMD Fidelity Small-Mid Multifactor ETF
-0.04%
-$176.64 
ACVF American Conservative Values ETF
-0.03%
-$64.43 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$596.22 
CAOS Alpha Architect Tail Risk ETF
-0.02%
-$398.81 
VT Vanguard Total World Stock ETF
-0.01%
-$61.03 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1005 | Longs Won 695/1005 69% | Profit Factor 5.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $639,951.87 |
| Average Win $144,055.07 | Best Trade (Oct 16) $12.4M | Sharpe Ratio -72.49 |
| Average Loss -$57,069.22 | Worst Trade (Mar 30) -$4.33M | Z-Score 10.12 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $90,344.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 284,736 | $11.97M | $11.77M | - | -$198,789.76 | -1.66% | +0.486% |
| AAPL Apple Inc. | 74,941 | $18.77M | $25.8M | - | $7.04M | 37.49% | +0.675% |
| ABBV AbbVie Inc. | 1,610 | $288,351.1 | $458,914.4 | - | $170,563.3 | 59.15% | +0.579% |
| ACVF American Conservative Values ETF | 4,027 | $176,179.41 | $222,370.94 | - | $46,191.53 | 26.22% | -0.029% |
| AMAT Applied Materials, Inc. | 925 | $376,013.51 | $389,193.75 | - | $13,180.24 | 3.51% | -2.153% |
| AMD Advanced Micro Devices, Inc. | 1,064 | $249,824.61 | $578,688.32 | - | $328,863.71 | 131.64% | -3.264% |
| AMGN Amgen Inc. | 1,180 | $309,233.65 | $515,359.1 | - | $206,125.45 | 66.66% | +0.626% |
| AMZN Amazon.com Inc | 13,741 | $3.02M | $3.48M | - | $463,920.3 | 15.38% | -0.593% |
| ASML ASML Holding N.V. New York Registry Shares | 162 | $215,732.33 | $270,943.38 | - | $55,211.05 | 25.59% | +0.908% |
| AVGO Broadcom Inc. | 1,086 | $324,909.71 | $366,492.42 | - | $41,582.71 | 12.8% | -1.992% |
| BA Boeing Company | 3,426 | $636,182.46 | $656,524.38 | - | $20,341.92 | 3.2% | +1.537% |
| BAC Bank of America Corporation | 11,654 | $556,499.62 | $612,534.24 | - | $56,034.62 | 10.07% | +1.663% |
| BAR GraniteShares Gold Trust | 12,000 | $310,680 | $495,480 | - | $184,800 | 59.48% | +0.487% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 7,949 | $881,346.41 | $943,148.85 | - | $61,802.44 | 7.01% | +0.059% |
| BPRE BPRE | 27,296 | $409,338.52 | $409,440 | - | $101.48 | 0.02% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 13,713 | $6.43M | $7.29M | - | $864,432.6 | 13.45% | +1.155% |
| CAOS Alpha Architect Tail Risk ETF | 26,587 | $2.34M | $2.43M | - | $83,034.59 | 3.54% | -0.016% |
| CAT Caterpillar Inc. | 486 | $481,222.54 | $359,703.18 | - | -$121,519.36 | -25.25% | +0.61% |
| CEF Sprott Physical Gold and Silver Trust | 11,495 | $276,701.75 | $469,225.9 | - | $192,524.15 | 69.58% | +0.591% |
| CGBL Capital Group Core Balanced ETF | 329,968 | $11.63M | $12.25M | - | $622,293.55 | 5.35% | +0.094% |
No 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
FAQ
Which stocks have generated the highest profits for Elizabeth C. Carr?
The largest contributions to the portfolio's profits come from the following stocks: EchoStar Corporation - $10.17M, Chevron Corporation - $6.32M, iShares Core S&P 500 ETF - $1.99M, First Trust Rising Dividend Achievers ETF - $1.64M, and WisdomTree U.S. LargeCap Dividend Fund - $1.39M. 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: Civitas Resources Inc - $4.59M, SM Energy Company - $2.27M, Return Stacked U.S. Stocks & Bonds Yield ETF - $313,000, WisdomTree Artificial Intelligence and Innovation Fund - $259,897.36, and Apple Inc - $232,014.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elizabeth C. Carr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.59M earned over time. The largest contributors to dividend income include Chevron Corporation - $1.83M, iShares Core S&P 500 ETF - $1.3M, PIMCO Multisector Bond Active ETF - $1.03M, WisdomTree U.S. LargeCap Dividend Fund - $1.01M, and Civitas Resources Inc - $579,291.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elizabeth C. Carr's monthly returns?
Elizabeth C. Carr'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 Elizabeth C. Carr's strategy be considered aggressive or moderate?
Elizabeth C. Carr'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 Elizabeth C. Carr's strategy?
Elizabeth C. Carr'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.
2026 © Marketlog. All Rights Reserved.
