KC
Kim Cochenour Portfolio
Invests via FORM Wealth Advisors LLC | Managed by Tyson Ray, Luke Kuchenberg, Kim Cochenour
Invests via FORM Wealth Advisors LLC
Managed by Tyson Ray, Luke Kuchenberg, Kim Cochenour
Automatically Tracked
Based in Silicon Valley, Kim Cochenour is an experienced technology investor and operating executive with a background in scaling software businesses and advising growth-stage companies. Focus areas include SaaS, cloud infrastructure and developer tools, with experience across venture investing, strategic corporate development and board advisory roles. Market-facing strengths include go-to-market scaling, capital raising and M&A execution for mid-stage technology enterprises.
Based in Silicon Valley, Kim Cochenour is an experienced technology investor and operating executive with a background in scaling software businesses and advising growth-stage companies. Focus areas include SaaS, cloud infrastructure and developer tools, with experience across venture investing, strategic corporate development and board advisory roles. Market-facing strengths include go-to-market scaling, capital raising and M&A execution for mid-stage technology enterprises.
Investment Philosophy & Strategy
Operates as a hands‑on growth investor focused on SaaS, cloud infrastructure and developer tools, prioritizing companies with strong unit economics, clear enterprise adoption and scalable GTM motion. Capital allocation favors growth and expansion rounds where operational guidance—pricing, sales ops, and product-led distribution—can accelerate ARR while preserving capital efficiency. Investment horizon is multi-year with active board engagement, selective follow-on support, disciplined risk management and a bias toward syndication with strategic corporate partners.
Operates as a hands‑on growth investor focused on SaaS, cloud infrastructure and developer tools, prioritizing companies with strong unit economics, clear enterprise adoption and scalable GTM motion. Capital allocation favors growth and expansion rounds where operational guidance—pricing, sales ops, and product-led distribution—can accelerate ARR while preserving capital efficiency. Investment horizon is multi-year with active board engagement, selective follow-on support, disciplined risk management and a bias toward syndication with strategic corporate partners.
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:
5.23%
Gain
Monthly
0.33%
Yearly
4.03%
Drawdown
19.11%
$906.62M
Equity
Holdings
$906.62M
Investment
$733.63M
$211.44M
Profit +$1.13M
Realized
$38.44M
Unrealized
$173M
Dividends
$25.86M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.13M
Win %
62%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$2.94M
Win %
62%
This Month
Compared to last month
Gain
-0.3%
Profit
-$2.73M
Win %
62%
This Year
Compared to last year
Gain
-0.3%
Profit
-$2.74M
Win %
63%
AAPL Apple Inc.
+3.93%
+$69,846.42 
PBI Pitney Bowes Inc.
+3.4%
+$8,883.82 
MSFT Microsoft Corp.
+2.89%
+$20,887.52 
RJF Raymond James Financial Inc.
+2.01%
+$9,313.92 
DIS The Walt Disney Company
+1.46%
+$9,350.68 
PG Procter & Gamble Co
+1.41%
+$3,279.52 
JPM JPMorgan Chase & Co.
+1.4%
+$17,821.09 
BMO Bank of Montreal
+1.21%
+$2,982.78 
BFC Bank First Corporation
+1.1%
+$7,405.54 
GE General Electric Company
+0.99%
+$20,470.32 
DHR Danaher Corporation
+0.99%
+$3,220.65 
CL Colgate-Palmolive Company
+0.96%
+$3,297.3 
ABBV AbbVie Inc.
+0.85%
+$20,005.48 
IJR iShares Core S&P Small-Cap ETF
+0.69%
+$204,505.81 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$7,455.42 
C Citigroup Inc.
+0.58%
+$1,125.74 
IEFA iShares Core MSCI EAFE ETF
+0.56%
+$613,481.97 
EPRF Innovator S&P Investment Grade Preferred ETF
+0.36%
+$824.1 
CEG Constellation Energy Corporation
+0.34%
+$1,347.62 
PRU Prudential Financial, Inc.
+0.33%
+$1,352.62 
DGRO iShares Core Dividend Growth ETF
+0.29%
+$114,103.57 
IEF iShares 7-10 Year Treasury Bond ETF
+0.29%
+$67,489.62 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.27%
+$792.35 
BAB Invesco Taxable Municipal Bond ETF
+0.26%
+$711.06 
IVV iShares Core S&P 500 ETF
+0.23%
+$573,956.77 
IVE ISHARES S&P 500 VALUE ETF
+0.22%
+$7,572.48 
TLT iShares 20+ Year Treasury Bond ETF
+0.22%
+$33,281.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$179,475.55 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$422.8 
VOO Vanguard S&P 500 ETF
+0.2%
+$463.76 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.19%
+$844.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$899.77 
IWB iShares Russell 1000 ETF
+0.17%
+$1,136 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$54,724.47 
PSK SPDR ICE Preferred Securities ETF
+0.15%
+$382.67 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.15%
+$18,273.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.13%
+$4,584.3 
COST Costco Wholesale Corporation
+0.13%
+$558.42 
MGEE Mge Energy Inc.
+0.13%
+$896.76 
ABT Abbott Laboratories
+0.05%
+$341.67 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$94.13 
BKLN Invesco Senior Loan ETF
+0.02%
+$2,668.37 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$303.23 
GEV GE Vernova Inc.
-2.08%
-$37,307.38 
TRV The Travelers Companies, Inc.
-1.83%
-$5,747.4 
IBM International Business Machines Corporation
-1.66%
-$10,764.99 
XLK State Street Technology Select Sector SPDR ETF
-1.63%
-$10,644.4 
LNT Alliant Energy Corporation
-1.46%
-$4,939.5 
XOM Exxon Mobil Corporation
-1.39%
-$14,259.11 
NVDA NVIDIA Corporation
-1.28%
-$4,293.48 
CVX Chevron Corporation
-1.2%
-$5,528.48 
EXC Exelon Corporation
-1.16%
-$2,420.55 
EMXC iShares MSCI Emerging Markets ex China ETF
-1%
-$38,696.64 
MCD McDonald's Corporation
-0.67%
-$5,162.12 
CWB SPDR Bloomberg Convertible Securities ETF
-0.62%
-$3,521.7 
ICVT iShares Convertible Bond ETF
-0.62%
-$2,951.28 
USMV iShares MSCI USA Min Vol Factor ETF
-0.58%
-$2,037.95 
QQQ Invesco QQQ Trust, Series 1
-0.53%
-$340,042.59 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.43%
-$876.96 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$150,997.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.22%
-$322,117.65 Events
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Dividends
Dividend Analysis
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| Trades 267 | Longs Won 171/267 64% | Profit Factor 64.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.9M |
| Average Win $1.26M | Best Trade (Jul 11) $47.26M | Sharpe Ratio -11.79 |
| Average Loss -$34,706.32 | Worst Trade (Jul 14) -$612,777.53 | Z-Score 2.07 (96.14%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $791,900.45 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
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Returns
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Option values are updated at end of day.
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