CW
Cathleen Wrisberg Portfolio
Invests via Convergence Financial, LLC | Managed by Convergence Financial, LLC, Austin Harrison
Invests via Convergence Financial, LLC
Managed by Convergence Financial, LLC, Austin Harrison
Automatically Tracked
Cathleen Wrisberg Profile
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Senior finance executive and investor focused on growth-stage consumer and healthcare opportunities, with experience across corporate finance, strategy and board advisory. Cathleen Wrisberg has led capital-raising and M&A initiatives, advised management teams on go-to-market and scaling, and participates in private equity and venture investments. Market-oriented profile suited for board, advisory, and deal-sourcing roles.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
Focuses on growth-stage consumer and healthcare investments, prioritizing companies with repeatable unit economics and clear go‑to‑market paths. Prefers active, board-level engagement to drive capital efficiency, commercial scaling, and M&A preparation. Allocates capital with a medium-to-long horizon, blending venture and private equity instruments, and uses corporate finance experience to structure rounds and exits. Underwriting emphasizes operational KPIs, defensible customer acquisition economics, and regulatory awareness in healthcare. Risk discipline centers on staged capital deployment, milestone-based follow-ons, and alignment with management.
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:
21.23%
Gain -0.91%
Monthly
0.28%
Yearly
3.46%
Drawdown
15.95%
$1.01B
Equity
Holdings
$1.01B
Investment
$874.88M
$149.32M
Profit -$9.8M
Realized
$16.4M
Unrealized
$132.92M
Dividends
$27.73M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$9.8M
Win %
68%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$11.58M
Win %
68%
This Month
Compared to last month
Gain
-2.52%
Profit
-$26.05M
Win %
68%
This Year
Compared to last year
Gain
-1.73%
Profit
$9.83M
Win %
69%
TMUS T-Mobile US, Inc.
+3.24%
+$31,975.08 
SGHC Super Group (SGHC) Limited
+3.03%
+$38,543.04 
COP ConocoPhillips
+3%
+$81,642.6 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.91%
+$85,984.02 
KO The Coca-Cola Company
+2.73%
+$14,945.04 
ALL Allstate Corporation
+2.7%
+$52,628.75 
WES Western Midstream Partners, LP
+2.69%
+$10,249.2 
MPC Marathon Petroleum Corporation
+2.52%
+$40,713.6 
VZ Verizon Communications Inc.
+2.4%
+$31,442.4 
CNA CNA Financial Corporation
+2.33%
+$28,197.75 
WELL Welltower Inc.
+2.23%
+$5,393.7 
VLO Valero Energy Corporation
+2.22%
+$7,963.68 
CVX Chevron Corporation
+2.11%
+$26,907.6 
MO Altria Group, Inc.
+2.07%
+$9,294.4 
PSX Phillips 66
+1.99%
+$20,957.72 
EPD Enterprise Products Partners L.P.
+1.95%
+$4,581.48 
AM Antero Midstream Corporation
+1.93%
+$4,226.69 
PGR Progressive Corporation
+1.81%
+$10,788 
O Realty Income Corporation
+1.72%
+$21,826.9 
ENB Enbridge Inc.
+1.72%
+$5,428.22 
COST Costco Wholesale Corporation
+1.6%
+$85,018.4 
NVO Novo Nordisk A/S Sponsored ADR
+1.59%
+$22,028.26 
CRAK VANECK OIL REFINERS ETF
+1.53%
+$85,788.91 
XOM Exxon Mobil Corporation
+1.48%
+$6,212.31 
TJX The TJX Companies, Inc.
+1.47%
+$10,899.68 
WMT Walmart Inc.
+1.3%
+$43,995.2 
BP BP p.l.c. Sponsored ADR
+1.21%
+$3,457.71 
TRP TC Energy Corporation
+1.19%
+$4,884.3 
AFL Aflac Inc.
+1.19%
+$5,555.35 
VIPS Vipshop Holdings Ltd - ADR
+1.14%
+$10,392.44 
HSY The Hershey Company
+1.06%
+$2,959.76 
DUK Duke Energy Corporation
+1%
+$35,027.52 
TGT Target Corporation
+0.95%
+$2,788.37 
UGI UGI Corporation
+0.93%
+$1,766.4 
BAP Credicorp Ltd.
+0.91%
+$16,771.37 
CBSH Commerce Bancshares, Inc.
+0.91%
+$3,721.06 
IBOC International Bancshares Corporation
+0.89%
+$6,786.12 
PEP PepsiCo, Inc.
+0.85%
+$1,677.06 
PANW Palo Alto Networks, Inc.
+0.84%
+$4,259.57 
NFLX Netflix, Inc.
+0.79%
+$7,376.22 
ORLY O'Reilly Automotive Inc.
+0.76%
+$6,701.4 
SPGI S&P Global Inc.
+0.73%
+$2,184.63 
HDV iShares Core High Dividend ETF
+0.69%
+$38,735.3 
JNJ Johnson & Johnson
+0.65%
+$7,864.7 
BAC Bank of America Corporation
+0.61%
+$1,467.51 
AEP American Electric Power Company, Inc.
+0.56%
+$1,223.28 
AAPL Apple Inc.
+0.56%
+$64,166.97 
TFC Truist Financial Corporation
+0.56%
+$2,299 
NFG National Fuel Gas Company
+0.52%
+$954.4 
PG Procter & Gamble Co
+0.5%
+$9,291.44 
FTNT Fortinet Inc.
+0.44%
+$2,896.28 
CRWD CrowdStrike Holdings, Inc.
+0.41%
+$27,231.12 
MCD McDonald's Corporation
+0.36%
+$2,547.22 
ABBV AbbVie Inc.
+0.32%
+$2,129.04 
DG Dollar General Corporation
+0.29%
+$1,084.8 
AMAT Applied Materials, Inc.
+0.28%
+$1,215.42 
WFC Wells Fargo & Company
+0.28%
+$1,640.36 
NEE NextEra Energy, Inc.
+0.18%
+$1,701 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.08%
+$189 
TRPA Hartford AAA CLO ETF
+0.08%
+$2,882.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$203.75 
MSI Motorola Solutions, Inc.
+0.04%
+$822.56 
BLK BlackRock, Inc.
+0.02%
+$99.74 
CLTL Invesco Treasury Collateral ETF
+0.02%
+$2,784.2 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$871.01 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$6,733.38 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$696.06 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$463.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$95.69 
AL Air Lease Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
+$1.84 
GENVR Gen Digital Inc. Contingent Value Right
-14.74%
-$11,075.96 
CAT Caterpillar Inc.
-6.12%
-$75,978.44 
GEV GE Vernova Inc.
-6.05%
-$220,485.3 
ARM Arm Holdings plc American Depositary Receipt
-4.73%
-$105,815.04 
AVGO Broadcom Inc.
-4.67%
-$447,807.67 
CPA Copa Holdings S.A.
-4.59%
-$47,993.52 
GDX VanEck Gold Miners ETF
-4.33%
-$10,362.24 
AMD Advanced Micro Devices, Inc.
-4.23%
-$41,335.42 
HON Honeywell International Inc.
-4.22%
-$17,417.4 
UPS United Parcel Service, Inc.
-4.06%
-$15,137.28 
GLD SPDR Gold Shares
-3.95%
-$36,522.81 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-3.85%
-$18,270.61 
TSLA Tesla, Inc.
-3.52%
-$803,657.82 
AME Ametek Inc.
-3.5%
-$96,053.88 
PHM PulteGroup Inc.
-3.48%
-$23,045.19 
AER AerCap Holdings N.V.
-3.4%
-$14,819.09 
TPR Tapestry Inc.
-3.33%
-$27,015.66 
URI United Rentals, Inc.
-3.29%
-$77,799.66 
NVDA NVIDIA Corporation
-3.1%
-$375,448.05 
MU Micron Technology, Inc.
-3.04%
-$40,304.81 
INTU Intuit Inc.
-3.03%
-$17,915.7 
APH Amphenol Corporation
-3%
-$12,649.56 
DOV Dover Corporation
-2.97%
-$53,175.36 
SMH VanEck Semiconductor ETF
-2.67%
-$7,953.13 
AMZN Amazon.com Inc
-2.55%
-$194,959.68 
GOOG Alphabet Inc
-2.5%
-$22,586.58 
BLTE Belite Bio, Inc.
-2.44%
-$10,219.12 
GS The Goldman Sachs Group, Inc.
-2.41%
-$64,438.2 
DE Deere & Company
-2.41%
-$52,115.36 
ADI Analog Devices, Inc.
-2.37%
-$11,905.08 
GOOGL Alphabet Inc
-2.32%
-$239,890.12 
DY Dycom Industries Inc.
-2.26%
-$20,858.6 
DHR Danaher Corporation
-2.26%
-$23,060.5 
ORCL Oracle Corporation
-2.25%
-$14,732 
TMO Thermo Fisher Scientific Inc.
-2.24%
-$52,672.73 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.17%
-$9,973.32 
CRM Salesforce Inc
-2.14%
-$28,061.36 
RTX RTX Corporation
-2.12%
-$10,277.43 
TXN Texas Instruments Inc
-2.1%
-$26,603.4 
CGGO Capital Group Global Growth Equity ETF
-2.08%
-$5,817.47 
ARKK ARK Innovation ETF Fund
-2.07%
-$5,555.2 
META Meta Platforms Inc Class A
-2%
-$255,653.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.96%
-$1.14M 
HRB H&R Block Inc.
-1.95%
-$8,597.3 
DLR Digital Realty Trust, Inc.
-1.91%
-$14,379.48 
IUSG iShares Core S&P U.S. Growth ETF
-1.89%
-$5,146.18 
WINN Harbor Long-Term Growers ETF
-1.85%
-$125,685.42 
UI Ubiquiti Inc.
-1.83%
-$39,835.2 
MDT Medtronic plc
-1.83%
-$4,062 
MTUM iShares MSCI USA Momentum Factor ETF
-1.82%
-$500,032.7 
XLK State Street Technology Select Sector SPDR ETF
-1.8%
-$398,724.08 
VGT Vanguard Information Technology ETF
-1.78%
-$47,297.6 
BKNG Booking Holdings Inc.
-1.76%
-$3,822.64 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.75%
-$1.03M 
VUG Vanguard Growth ETF
-1.7%
-$49,568.94 
VBK Vanguard Small-Cap Growth ETF
-1.68%
-$8,593.19 
UBER Uber Technologies, Inc.
-1.62%
-$11,026.08 
AMGN Amgen Inc.
-1.61%
-$10,651.41 
LIN Linde plc
-1.61%
-$19,728.01 
CGDV Capital Group Dividend Value ETF
-1.61%
-$137,527.62 
ULTA Ulta Beauty Inc.
-1.6%
-$49,228.7 
VONG Vanguard Russell 1000 Growth Fund
-1.59%
-$4,528 
QQQ Invesco QQQ Trust, Series 1
-1.54%
-$18,470.66 
IBM International Business Machines Corporation
-1.52%
-$7,889.54 
UNH UnitedHealth Group Incorporated
-1.51%
-$30,016.14 
ACN Accenture plc Class A
-1.48%
-$10,398.22 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-1.45%
-$18,992.96 
FENI Fidelity Enhanced International ETF
-1.43%
-$139,491.15 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.43%
-$189,097.52 
SPHQ Invesco S&P 500 Quality ETF
-1.41%
-$68,416.29 
IEMG iShares Core MSCI Emerging Markets ETF
-1.4%
-$93,084.4 
AVEM Avantis Emerging Markets Equity ETF
-1.38%
-$16,015.36 
CATH Global X S&P 500 Catholic Values ETF
-1.37%
-$5,547.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.36%
-$21,343.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.34%
-$14,239.71 
UNP Union Pacific Corporation
-1.33%
-$6,249.6 
JHMM John Hancock Multifactor Mid Cap ETF
-1.32%
-$4,219.5 
VO Vanguard Mid-Cap ETF
-1.31%
-$18,447.84 
SPY SPDR S&P 500 ETF Trust
-1.3%
-$77,161.14 
FISV Fiserv, Inc.
-1.3%
-$7,729.39 
IVV iShares Core S&P 500 ETF
-1.28%
-$12,337.92 
MSFT Microsoft Corp.
-1.28%
-$190,241 
JAVA JPMorgan Active Value ETF
-1.26%
-$346,719.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.26%
-$5,109.28 
VOO Vanguard S&P 500 ETF
-1.26%
-$15,352.06 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.23%
-$101,614.41 
MA Mastercard Incorporated
-1.22%
-$12,245.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-1.21%
-$6,374.31 
IJH iShares Core S&P Mid-Cap ETF
-1.21%
-$46,302.51 
VB Vanguard Small-Cap ETF
-1.19%
-$8,908.77 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.19%
-$134,735.11 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.15%
-$3,513.84 
PLTR Palantir Technologies Inc.
-1.13%
-$16,701.49 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-1.08%
-$9,413.1 
CSCO Cisco Systems, Inc.
-1%
-$10,677.6 
IWD iShares Russell 1000 Value ETF
-0.99%
-$2,815.48 
VONV Vanguard Russell 1000 Value Index Fund
-0.97%
-$2,468.44 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.9%
-$2,268 
VIG Vanguard Dividend Appreciation ETF
-0.86%
-$11,546.3 
HERD Pacer Cash Cows Fund of Funds
-0.85%
-$2,750.38 
LMT Lockheed Martin Corporation
-0.83%
-$3,977.47 
JEPI JPMorgan Equity Premium Income Fund
-0.82%
-$1,735.58 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.8%
-$444,945.72 
JPM JPMorgan Chase & Co.
-0.71%
-$25,307.02 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.71%
-$19,329.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.7%
-$148,442.91 
VTV Vanguard Value ETF
-0.7%
-$6,672.22 
LAES Sealsq Corp
-0.65%
-$284.32 
LOW Lowe's Companies Inc.
-0.62%
-$11,939.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.59%
-$576,653.04 
V Visa Inc. Class A
-0.59%
-$14,015.49 
RF-PF Regions Financial Corporation
-0.59%
-$1,686.62 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$13,987.68 
NVS Novartis AG Sponsored ADR
-0.54%
-$3,782.7 
PDI Pimco Dynamic Income Fund
-0.51%
-$969.42 
IJR iShares Core S&P Small-Cap ETF
-0.49%
-$26,660.22 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
-0.47%
-$2,089.6 
MRK Merck & Co., Inc.
-0.39%
-$10,499.8 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-0.38%
-$25,041.63 
PDX PIMCO Dynamic Income Strategy Fund
-0.38%
-$763.76 
LLY Eli Lilly and Company
-0.37%
-$18,268.62 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.36%
-$76,427.88 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.34%
-$1,204.14 
NOW ServiceNow, Inc.
-0.34%
-$4,195.08 
COIN Coinbase Global, Inc.
-0.29%
-$1,845 
BTC Grayscale Bitcoin Mini Trust ETF
-0.27%
-$766.2 
DIS The Walt Disney Company
-0.24%
-$1,170.24 
FLCO Franklin Investment Grade Corporate ETF
-0.21%
-$40,953.92 
GBTC Grayscale Bitcoin Trust ETF
-0.21%
-$5,126.7 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.21%
-$3,626.28 
MPLX MPLX LP
-0.2%
-$927.52 
IGEB iShares Investment Grade Corporate Bond ETF
-0.17%
-$2,431.28 
IBIT iShares Bitcoin Trust
-0.17%
-$4,230.36 
DIAL Columbia Diversified Fixed Income Allocation ETF
-0.17%
-$20,050.14 
SDOG ALPS Sector Dividend Dogs ETF
-0.1%
-$335.58 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$3,950.11 
CGCP Capital Group Core Plus Income ETF
-0.09%
-$11,082.16 
FLCB Franklin U.S. Core Bond ETF
-0.07%
-$180.53 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.06%
-$366.24 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$104.1 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.04%
-$28,176.32 
MTBA Simplify MBS ETF
-0.02%
-$4,625.01 
NEU NewMarket Corporation
-0.02%
-$58.19 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$51.96 
JPIE JPMorgan Income ETF
-0.01%
-$84.69 Events
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Dividends
Dividend Analysis
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| Trades 1622 | Longs Won 1071/1622 66% | Profit Factor 7.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,879.86 |
| Average Win $160,821.68 | Best Trade (Jun 09) $7.84M | Sharpe Ratio -1.73 |
| Average Loss -$41,598.11 | Worst Trade (Jun 10) -$945,813.12 | Z-Score 4.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $92,058.85 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
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