Ed West Portfolio
Invests via Values First Advisors Inc. | Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Invests via Values First Advisors Inc.
Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Automatically Tracked
Ed West Profile
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
Investment Philosophy & Strategy
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
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:
46.27%
Gain -0.32%
Monthly
0.69%
Yearly
8.67%
Drawdown
22.39%
$211.74M
Equity
Holdings
$211.74M
Investment
$213.01M
$60.47M
Profit -$665,135.79
Realized
$59.49M
Unrealized
$976,871.42
Dividends
$21.52M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$665,135.79
Win %
58%
This Week
Compared To Last Week
Gain
0.37%
Profit
$785,500.58
Win %
58%
This Month
Compared to last month
Gain
-0.24%
Profit
-$498,400.43
Win %
58%
This Year
Compared to last year
Gain
-0.24%
Profit
-$498,400.39
Win %
63%
ESSC
ESSC
+10.56%
+$44.25 
PANW Palo Alto Networks, Inc.
+7.22%
+$110,772.77 
RBRK Rubrik Inc. Class A Common Stock
+6.62%
+$21,764.76 
EGY VAALCO Energy, Inc.
+5.3%
+$115,115.88 
DDOG Datadog Inc. Class A
+4.62%
+$49,980 
TRGP Targa Resources Corp.
+4.43%
+$35,500.61 
GH Guardant Health, Inc.
+3.77%
+$98,461.04 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+3.35%
+$8,562.12 
EOG EOG Resources, Inc.
+3.21%
+$73,824.27 
DGII Digi International Inc.
+2.95%
+$12,009.9 
CVX Chevron Corporation
+2.88%
+$7,822.96 
TLPH Talphera, Inc.
+2.86%
+$2,348.19 
MDB MongoDB, Inc. Class A Common Stock
+2.44%
+$16,089.3 
LCUT Lifetime Brands Inc.
+2.31%
+$3,531.91 
TTAN ServiceTitan Inc. Class A Common Stock
+2.18%
+$8,509.5 
COLD Americold Realty Trust, Inc.
+1.76%
+$14,459.5 
NEOG Neogen Corp.
+1.75%
+$18,262.44 
AMD Advanced Micro Devices Inc.
+1.74%
+$12,448.29 
CGNX Cognex Corporation
+1.74%
+$27,612.7 
CSCO Cisco Systems, Inc.
+1.53%
+$3,661.14 
WMB The Williams Companies, Inc.
+1.51%
+$10,349.04 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.49%
+$11,278.96 
APH Amphenol Corp. Class A Common Stock
+1.4%
+$31,457.25 
IRDM Iridium Communications Inc.
+1.39%
+$6,096.95 
AXON Axon Enterprise, Inc.
+1.39%
+$4,679.47 
LBRT Liberty Energy Inc.
+1.36%
+$4,025.28 
IRTC iRhythm Holdings, Inc.
+1.36%
+$12,107.64 
LQDT Liquidity Services Inc.
+1.24%
+$16,017.1 
BMI Badger Meter, Inc.
+1.07%
+$25,499.2 
CLDX Celldex Therapeutics Inc.
+0.97%
+$2,935.24 
WCN Waste Connections, Inc.
+0.93%
+$3,338.52 
SKT Tanger Inc.
+0.91%
+$12,808.95 
MSI Motorola Solutions, Inc.
+0.84%
+$3,995.88 
OLN Olin Corporation
+0.77%
+$1,518.84 
DELL Dell Technologies Inc. Class C Common Stock
+0.77%
+$7,915.3 
ANET Arista Networks Inc.
+0.76%
+$19,409 
ASML ASML Holding N.V. NY Registered Shares
+0.72%
+$10,708.27 
COHR Coherent Corp.
+0.71%
+$1,418.55 
CENT Central Garden & Pet Company
+0.55%
+$1,996.5 
ROK Rockwell Automation Inc.
+0.53%
+$1,435.84 
MG Mistras Group Inc.
+0.51%
+$3,740 
VGT Vanguard Information Technology ETF
+0.48%
+$1,683.6 
ROP Roper Technologies Inc.
+0.44%
+$1,342.73 
DTM DT Midstream, Inc.
+0.41%
+$1,073.55 
ELCV Eventide High Dividend ETF
+0.3%
+$5,192.32 
ITRN Ituran Location and Control Ltd.
+0.3%
+$1,672.35 
ANGX Angel Studios, Inc. Class A Common Stock
+0.29%
+$251.38 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$636.16 
NEE NextEra Energy Inc.
+0.24%
+$1,116.2 
RPRX Royalty Pharma plc Class A Ordinary Shares
+0.17%
+$2,274.03 
EXR Extra Space Storage Inc.
+0.15%
+$1,106.6 
BIBL Inspire 100 ETF
+0.13%
+$833.14 
KIM Kimco Realty Corporation
+0.13%
+$922.74 
SRCE 1st Source Corp.
+0.13%
+$2,948.22 
WM Waste Management Inc.
+0.12%
+$793.52 
NLY Annaly Capital Management, Inc.
+0.06%
+$330.78 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$1,507.69 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$1,348.07 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$141.27 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.03%
+$1,190.46 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$77.37 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$921.7 
EXPD Expeditors International of Washington Inc.
+0.01%
+$249.62 
CTRE CareTrust REIT, Inc.
0%
$0 
EBS Emergent BioSolutions Inc.
0%
$0 
NEAR iShares Short Duration Bond Active ETF
0%
$0 
ESLV Eventide Large Cap Value ETF
0%
+$2.01 
WGS GeneDx Holdings Corp. Class A Common Stock
-16.37%
-$37,541.84 
CRMT America's Car-Mart, Inc.
-15.81%
-$6,287.99 
BE Bloom Energy Corp. Class A Common Stock
-11.24%
-$43,703.42 
FIX Comfort Systems USA Inc.
-9.26%
-$19,198.62 
AXSM Axsome Therapeutics Inc.
-7.07%
-$35,604.84 
COKE Coca-Cola Consolidated Inc.
-5.3%
-$126,104.67 
GNTX Gentex Corporation
-4.97%
-$89,168.04 
DG Dollar General Corp.
-4.62%
-$33,114.36 
CSV Carriage Services, Inc.
-4.25%
-$21,866.96 
PCVX Vaxcyte Inc.
-3.85%
-$16,182.54 
ODFL Old Dominion Freight Line, Inc.
-3.79%
-$58,799.82 
AXP American Express Company
-3.73%
-$29,524.49 
UA Under Armour Inc Class C
-3.59%
-$15,312.58 
GGG Graco Inc.
-3.31%
-$56,105 
MIRM Mirum Pharmaceuticals, Inc.
-3.26%
-$25,100.02 
LOW Lowe's Companies, Inc.
-2.78%
-$63,392.29 
AGEN Agenus Inc.
-2.77%
-$1,942.74 
VMC Vulcan Materials Co.
-2.62%
-$14,896.57 
LLY Eli Lilly and Company
-2.54%
-$9,437.31 
FIZZ National Beverage Corp.
-2.48%
-$55,420.8 
SHW The Sherwin-Williams Company
-2.48%
-$7,361.63 
CAT Caterpillar Inc.
-2.42%
-$4,859.25 
HD The Home Depot, Inc.
-2.41%
-$6,825.62 
MPWR Monolithic Power Systems Inc.
-2.38%
-$50,642.01 
COLL Collegium Pharmaceutical, Inc.
-2.3%
-$9,500.22 
ORLY O'Reilly Automotive Inc.
-2.26%
-$30,049.76 
TLF Tandy Leather Factory, Inc.
-2.15%
-$2,867.25 
TOST Toast, Inc. Class A Common Stock
-2.12%
-$21,674.88 
RELY Remitly Global, Inc.
-1.98%
-$8,475 
FTDR Frontdoor Inc.
-1.96%
-$13,124.54 
AFG American Financial Group Inc
-1.85%
-$42,372.8 
TMDX TransMedics Group, Inc.
-1.83%
-$7,905.48 
CHWY Chewy Inc. Class A Common Stock
-1.81%
-$7,231.27 
AMGN Amgen Inc. Common Stock
-1.79%
-$4,699.72 
GBX The Greenbrier Companies, Inc.
-1.78%
-$7,462.35 
INSM Insmed Incorporated
-1.76%
-$3,810.94 
UNP Union Pacific Corp.
-1.75%
-$7,391.52 
CSX CSX Corporation
-1.7%
-$7,835.52 
WY Weyerhaeuser Co.
-1.67%
-$9,917.49 
LOPE Grand Canyon Education Inc.
-1.59%
-$31,139.2 
FAST Fastenal Co.
-1.55%
-$7,332.44 
ENSG The Ensign Group, Inc.
-1.55%
-$47,135.28 
DCI Donaldson Company, Inc.
-1.54%
-$29,725.5 
KLAC KLA Corporation
-1.5%
-$6,238.2 
GEV GE Vernova Inc.
-1.5%
-$17,971.74 
ALNY Alnylam Pharmaceuticals, Inc.
-1.43%
-$10,143.25 
SLV iShares Silver Trust
-1.26%
-$7,849.82 
MDT Medtronic plc
-1.22%
-$6,468.76 
EXEL Exelixis Inc.
-1.19%
-$11,032.32 
MAA Mid-America Apartment Communities, Inc.
-1.15%
-$28,607.59 
SRRK Scholar Rock Holding Corporation Common Stock
-1.12%
-$8,955.38 
CINF Cincinnati Financial Corporation
-1.11%
-$23,571.9 
URI United Rentals Inc.
-1.09%
-$20,443.76 
PWR Quanta Services, Inc.
-1.09%
-$4,874.11 
TLN Talen Energy Corporation
-1.06%
-$3,299.4 
LMAT LeMaitre Vascular Inc.
-1.03%
-$16,404.96 
AMSF Amerisafe Inc.
-1.02%
-$6,659.01 
SO The Southern Company
-0.99%
-$4,646.28 
NNN NNN REIT, Inc.
-0.97%
-$25,014.51 
NI NiSource Inc.
-0.94%
-$2,842.12 
BBNX Beta Bionics Inc.
-0.93%
-$9,022.5 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$2,968.38 
TT Trane Technologies plc
-0.87%
-$18,876 
MTD Mettler-Toledo International Inc.
-0.85%
-$10,705.1 
ETR Entergy Corporation Common Stock
-0.79%
-$2,945.25 
ELAN Elanco Animal Health Incorporated
-0.75%
-$7,241.15 
TPLC Timothy Plan US Large/Mid Cap Core ETF
-0.74%
-$9,173.62 
NDAQ Nasdaq, Inc. Common Stock
-0.72%
-$4,000.44 
CEG Constellation Energy Corporation
-0.69%
-$4,234.56 
IAU iShares Gold Trust
-0.67%
-$12,846.9 
VRT Vertiv Holdings Co Class A Common Stock
-0.65%
-$1,435.1 
GLD SPDR Gold Shares
-0.65%
-$11,950 
HWKN Hawkins, Inc.
-0.64%
-$8,092 
MCHP Microchip Technology Inc.
-0.63%
-$9,688.58 
SPGI S&P Global Inc.
-0.62%
-$1,992.06 
NVDA NVIDIA Corporation
-0.59%
-$14,105 
GNRC Generac Holdings Inc.
-0.58%
-$4,453.9 
SITM SiTime Corporation
-0.54%
-$2,432.5 
INOD Innodata Inc.
-0.5%
-$1,702.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.49%
-$4,434.4 
DXCM DexCom Inc.
-0.48%
-$1,041.58 
AVGO Broadcom Inc.
-0.48%
-$12,316.2 
VST Vistra Corp.
-0.48%
-$2,936.61 
TPSC Timothy Plan US Small Cap Core ETF
-0.47%
-$1,997.82 
FITB Fifth Third Bancorp
-0.47%
-$1,672.75 
TLH iShares 10-20 Year Treasury Bond ETF
-0.45%
-$8,965.07 
SSYS Stratasys Ltd.
-0.44%
-$777.87 
XMTR Xometry Inc. Class A Common Stock
-0.31%
-$7,493.08 
LIN Linde plc
-0.3%
-$3,473.1 
ULS UL Solutions Inc. Class A Common Stock
-0.26%
-$686.66 
ALAB Astera Labs, Inc.
-0.26%
-$592.02 
ESLG Eventide Large Cap Growth ETF
-0.25%
-$1,263.46 
TPIF Timothy Plan International ETF
-0.24%
-$1,417.86 
ARGX argenx SE American Depositary Receipt
-0.23%
-$1,997.46 
STAG STAG Industrial, Inc.
-0.22%
-$1,519.12 
LSCC Lattice Semiconductor Corporation
-0.22%
-$1,598.52 
FERG Ferguson Enterprises Inc.
-0.2%
-$571.05 
ESUM Eventide US Market ETF
-0.2%
-$4,479.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.16%
-$9,503.25 
OHI Omega Healthcare Investors Inc.
-0.14%
-$1,065.22 
DHI D.R. Horton, Inc.
-0.12%
-$710.46 
TRIN Trinity Capital Inc.
-0.12%
-$375.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$10,720.56 
TECH Bio-Techne Corp.
-0.1%
-$2,773.75 
ESIM Eventide International ETF
-0.07%
-$324.27 
OAIM OneAscent International Equity ETF
-0.07%
-$145.02 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.06%
-$4,462.71 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$5,541.08 
WELL Welltower Inc.
-0.03%
-$274.48 
TTC The Toro Company
-0.03%
-$607.98 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$70.44 
LRCX Lam Research Corp.
-0.02%
-$409.49 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$56.79 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4809 | Longs Won 2778/4809 57% | Profit Factor 1.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,723.96 |
| Average Win $51,749.24 | Best Trade (Sep 30) $14.62M | Sharpe Ratio -55.69 |
| Average Loss -$41,009.29 | Worst Trade (Sep 29) -$13.5M | Z-Score -5.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $12,574.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.72% |
| Consecutive Losing Trades | 5,155 | 4,639 | 4,124 | 3,608 | 3,093 | 2,577 | 2,062 | 1,546 | 1,031 | 515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AFG American Financial Group Inc | 14,920 | $2.02M | $2.25M | - | $226,561.43 | 11.21% | -1.851% |
| AGEN Agenus Inc. | 10,793 | $107,174.49 | $68,319.69 | - | -$38,854.8 | -36.25% | -2.765% |
| ALAB Astera Labs, Inc. | 897 | $319,305.09 | $230,672.52 | - | -$88,632.57 | -27.76% | -0.256% |
| ALNY Alnylam Pharmaceuticals, Inc. | 3,121 | $939,514.63 | $699,197.63 | - | -$240,317 | -25.58% | -1.43% |
| AMD Advanced Micro Devices Inc. | 1,405 | $859,522.81 | $726,089.92 | - | -$133,432.89 | -15.52% | +1.744% |
| AMGN Amgen Inc. Common Stock | 586 | $244,218.47 | $257,406.36 | - | $13,187.89 | 5.4% | -1.793% |
| AMSF Amerisafe Inc. | 24,663 | $582,815.79 | $648,883.53 | - | $66,067.74 | 11.34% | -1.016% |
| ANET Arista Networks Inc. | 14,930 | $3.04M | $2.57M | - | -$465,969.48 | -15.33% | +0.76% |
| ANGX Angel Studios, Inc. Class A Common Stock | 25,138 | $117,394.46 | $87,731.62 | - | -$29,662.84 | -25.27% | +0.287% |
| APH Amphenol Corp. Class A Common Stock | 30,690 | $1.35M | $2.27M | - | $921,006.9 | 68.08% | +1.403% |
| ARGX argenx SE American Depositary Receipt | 972 | $930,970.59 | $849,241.26 | - | -$81,729.33 | -8.78% | -0.235% |
| ASML ASML Holding N.V. NY Registered Shares | 951 | $1.83M | $1.49M | - | -$334,956.06 | -18.31% | +0.722% |
| AVGO Broadcom Inc. | 7,895 | $2.77M | $2.54M | - | -$230,355.69 | -8.32% | -0.483% |
| AXON Axon Enterprise, Inc. | 811 | $346,459.56 | $340,920.07 | - | -$5,539.49 | -1.6% | +1.392% |
| AXP American Express Company | 2,431 | $822,285.75 | $760,975.93 | - | -$61,309.82 | -7.46% | -3.735% |
| AXSM Axsome Therapeutics Inc. | 3,228 | $595,195.55 | $468,189.12 | - | -$127,006.43 | -21.34% | -7.067% |
| BBNX Beta Bionics Inc. | 50,125 | $951,327.7 | $960,395 | - | $9,067.3 | 0.95% | -0.931% |
| BE Bloom Energy Corp. Class A Common Stock | 1,786 | $490,158.62 | $345,233.8 | - | -$144,924.82 | -29.57% | -11.237% |
| BIBL Inspire 100 ETF | 11,902 | $446,337.03 | $627,473.44 | - | $181,136.41 | 40.58% | +0.133% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 43,077 | $3.95M | $3.95M | - | $157.63 | - | +0.038% |
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 Ed West?
The largest contributions to the portfolio's profits come from the following stocks: Mettler-Toledo International Inc - $15.17M, Amphenol Corp. Class A Common Stock - $9.4M, Xometry Inc. Class A Common Stock - $3.69M, Monolithic Power Systems Inc - $3.64M, and Medpace Holdings, Inc - $3.5M. 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: Teradyne, Inc - $13.48M, Landstar System, Inc - $5.52M, Medifast Inc - $1.66M, Taiwan Semiconductor Manufacturing Company Limited - $1.52M, and Zentalis Pharmaceuticals, Inc - $1.34M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ed West's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.52M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.74M, American Financial Group Inc - $1.21M, Vanguard Short-Term Treasury ETF - $990,376.6, iShares Short Duration Bond Active ETF - $730,070.26, and NNN REIT, Inc - $722,777.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ed West's monthly returns?
Ed West's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ed West's strategy be considered aggressive or moderate?
Ed West's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ed West's strategy?
Ed West's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
