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:
32.53%
Gain +0.09%
Monthly
1.53%
Yearly
20.07%
Drawdown
17.21%
$435.78M
Equity
Holdings
$435.78M
Investment
$360.47M
$89.12M
Profit +$290,689.72
Realized
$13.7M
Unrealized
$75.42M
Dividends
$10.14M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$290,689.72
Win %
77%
This Week
Compared To Last Week
Gain
0.62%
Profit
$2.67M
Win %
77%
This Month
Compared to last month
Gain
1.01%
Profit
$4.37M
Win %
77%
This Year
Compared to last year
Gain
8.23%
Profit
$33.13M
Win %
76%
BPRE
+10.73%
+$45,908 
ABT Abbott Laboratories
+10.71%
+$28,785.16 
ABBV AbbVie Inc.
+4.21%
+$30,428.8 
COR Cencora, Inc.
+3.85%
+$14,480.55 
UNP Union Pacific Corporation
+3.83%
+$61,571.08 
MO Altria Group, Inc.
+3.56%
+$18,819.98 
COST Costco Wholesale Corporation
+3.17%
+$31,381.45 
MA Mastercard Incorporated
+3.05%
+$7,087.21 
TFX Teleflex Incorporated
+2.63%
+$5,957.99 
T AT&T Inc.
+2.57%
+$6,312.9 
PG Procter & Gamble Co
+2.33%
+$5,023.2 
WMT Walmart Inc.
+2.15%
+$12,194.38 
HD The Home Depot, Inc.
+1.93%
+$8,363.18 
AAPL Apple Inc.
+1.76%
+$444,274.56 
FDX FedEx Corporation
+1.52%
+$4,550.55 
CVX Chevron Corporation
+1.26%
+$269,499.76 
JNJ Johnson & Johnson
+1.19%
+$8,245.24 
USMV iShares MSCI USA Min Vol Factor ETF
+1.08%
+$7,803.15 
GD General Dynamics Corporation
+0.87%
+$3,250.61 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$3,846.24 
VO Vanguard Mid-Cap ETF
+0.2%
+$453.12 
ORCL Oracle Corporation
+0.03%
+$96.32 
CAOS Alpha Architect Tail Risk ETF
+0.01%
+$162.41 
ACVF American Conservative Values ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.01 
AMGN Amgen Inc.
0%
-$0.01 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
-$0.01 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGE Capital Group Global Equity ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
+$0.28 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
ECL Ecolab Inc.
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
-$0.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
0%
$0 
FEGE First Eagle Global Equity ETF
0%
$0 
FELC Fidelity Enhanced Large Cap Core ETF
0%
$0 
FELG Fidelity Enhanced Large Cap Growth ETF
0%
$0 
FENI Fidelity Enhanced International ETF
0%
$0 
FESM Fidelity Enhanced Small Cap ETF
0%
$0 
FFLG Fidelity Fund Large Cap Growth ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
-$4.09 
FSMD Fidelity Small-Mid Multifactor ETF
0%
$0 
FTCA Franklin California Municipal Income ETF
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
FTGS First Trust Growth Strength ETF
0%
$0 
FVD First Trust Value Line Dividend Index Fund
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
+$0.11 
HFGM Unlimited HFGM Global Macro ETF
0%
$0 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LRCX Lam Research Corporation
0%
+$0.04 
META Meta Platforms Inc Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NAC Nuveen California Quality Municipal Income Fund
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.02 
OEF iShares S&P 100 ETF
0%
+$0.01 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.03 
RTX RTX Corporation
0%
$0 
SM SM Energy Company
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
+$0.05 
VUG Vanguard Growth ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
INTC Intel Corporation
-5.84%
-$82,775.73 
MU Micron Technology, Inc.
-5.65%
-$74,321.44 
SATS EchoStar Corporation
-4.86%
-$607,326.7 
GOOGL Alphabet Inc
-4.44%
-$109,656.59 
AMAT Applied Materials, Inc.
-3.19%
-$13,430.99 
FRDM Freedom 100 Emerging Markets ETF
-2.99%
-$8,474.16 
NVDA NVIDIA Corporation
-2.4%
-$92,840.4 
AMZN Amazon.com Inc
-1.99%
-$75,193.32 
GLD SPDR Gold Shares
-1.99%
-$13,390.7 
AAAU Goldman Sachs Physical Gold ETF
-1.93%
-$179,376.89 
BA Boeing Company
-1.73%
-$12,912.48 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$7,481.19 
TSLA Tesla, Inc.
-0.86%
-$7,160.38 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$2,822.1 
OVLH Overlay Shares Hedged Large Cap Equity Fund
-0.52%
-$1,459.92 
LMT Lockheed Martin Corporation
-0.18%
-$891.14 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.14%
-$1,225.8 
JHMD John Hancock Multifactor Developed International ETF
-0.02%
-$56.93 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
-0.02%
-$92.81 
PANW Palo Alto Networks, Inc.
-0.01%
-$89.7 
HFEQ Unlimited HFEQ Equity Long/Short ETF
0%
-$144.76 
FCAL First Trust California Municipal Fund
0%
-$5.14 
RSSX Return Stacked U.S. Stocks & Bonds ETF
0%
-$39.25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 721 | Longs Won 529/721 73% | Profit Factor 9.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $764,615.15 |
| Average Win $189,076.76 | Best Trade (Jul 17) $11.93M | Sharpe Ratio -15.57 |
| Average Loss -$56,797.31 | Worst Trade (Mar 30) -$4.33M | Z-Score 14.19 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $123,601.28 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
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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