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:
31.26%
Gain +0.06%
Monthly
1.62%
Yearly
21.26%
Drawdown
9.42%
$921.46M
Equity
Holdings
$921.46M
Investment
$733.63M
$226.25M
Profit +$479,089.33
Realized
$38.42M
Unrealized
$187.83M
Dividends
$26.49M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$479,089.33
Win %
65%
This Week
Compared To Last Week
Gain
1.26%
Profit
$11.5M
Win %
65%
This Month
Compared to last month
Gain
2.4%
Profit
$21.61M
Win %
65%
This Year
Compared to last year
Gain
1.33%
Profit
$12.09M
Win %
65%
MSFT Microsoft Corp.
+3.02%
+$25,537.48 
NVDA NVIDIA Corporation
+2.93%
+$9,073.2 
CVX Chevron Corporation
+2.35%
+$11,462.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$47,577.6 
GE General Electric Company
+1.42%
+$29,334.95 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$37,890.46 
BFC Bank First Corporation
+0.96%
+$6,670.09 
IBM International Business Machines Corporation
+0.86%
+$5,695.56 
GEV GE Vernova Inc.
+0.85%
+$13,952.49 
MCD McDonald's Corporation
+0.82%
+$6,274.43 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$1.14M 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$338,233.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,495.21 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,657.27 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.69M 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$398,361.24 
IWB iShares Russell 1000 ETF
+0.64%
+$4,128.02 
RJF Raymond James Financial Inc.
+0.58%
+$2,799.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,529.76 
EXC Exelon Corporation
+0.53%
+$1,068.48 
BMO Bank of Montreal
+0.47%
+$1,130.46 
PG Procter & Gamble Co
+0.37%
+$843.76 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,765.32 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,950.48 
JPM JPMorgan Chase & Co.
+0.27%
+$3,482.7 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$249.57 
C Citigroup Inc.
+0.1%
+$190.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$324.63 
ABT Abbott Laboratories
+0.09%
+$691.02 
BKLN Invesco Senior Loan ETF
+0.05%
+$5,336.75 
MGEE Mge Energy Inc.
+0.04%
+$256.95 
DIS The Walt Disney Company
+0.03%
+$201.09 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$138,562.52 
PBI Pitney Bowes Inc.
-3.36%
-$8,957.24 
ABBV AbbVie Inc.
-2.51%
-$61,930.84 
XOM Exxon Mobil Corporation
-0.97%
-$10,800.27 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$98,945 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$709,162.65 
DHR Danaher Corporation
-0.61%
-$1,950.41 
PRU Prudential Financial, Inc.
-0.56%
-$2,488.82 
TRV The Travelers Companies, Inc.
-0.43%
-$1,515.9 
EPRF Innovator S&P Investment Grade Preferred ETF
-0.4%
-$906.51 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$914.22 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$904.06 
CL Colgate-Palmolive Company
-0.33%
-$1,137 
CEG Constellation Energy Corporation
-0.31%
-$1,269.27 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$111,566.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$64,965.94 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$208,692.5 
COST Costco Wholesale Corporation
-0.24%
-$1,035.11 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,352.76 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$585.65 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$6,681.45 
LNT Alliant Energy Corporation
-0.15%
-$489.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$610.09 
ICVT iShares Convertible Bond ETF
-0.13%
-$614.85 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.11%
-$219.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$38,069.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$8,097.22 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$3,322.38 Events
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Dividends
Dividend Analysis
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| Trades 267 | Longs Won 176/267 65% | Profit Factor 54.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.23M |
| Average Win $1.31M | Best Trade (Aug 14) $52.83M | Sharpe Ratio -12.21 |
| Average Loss -$46,526.19 | Worst Trade (Aug 03) -$865,996.03 | Z-Score 1.85 (93.53%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $847,363.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,651 | $1.25M | $1.75M | - | $493,668.29 | 39.43% | -7.354% |
| ABBV AbbVie Inc. | 9,572 | $2.06M | $2.4M | - | $339,879.38 | 16.48% | -2.513% |
| ABT Abbott Laboratories | 7,678 | $837,208.44 | $811,564.6 | - | -$25,643.84 | -3.06% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 834,770 | $82.6M | $81.28M | - | -$1.31M | -1.59% | -0.256% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,890 | $299,367.63 | $293,514 | - | -$5,853.63 | -1.96% | -0.199% |
| BAB Invesco Taxable Municipal Bond ETF | 10,158 | $271,148.75 | $266,952.24 | - | -$4,196.51 | -1.55% | -0.341% |
| BFC Bank First Corporation | 4,600 | $682,410 | $702,604.05 | - | $20,194.05 | 2.96% | +0.958% |
| BKLN Invesco Senior Loan ETF | 533,675 | $10.97M | $10.88M | - | -$92,696.02 | -0.84% | +0.049% |
| BMO Bank of Montreal | 1,362 | $150,662.44 | $244,410.9 | - | $93,748.46 | 62.22% | +0.465% |
| BRK-B Berkshire Hathaway Inc. | 2,562 | $1.36M | $1.31M | - | -$53,904.67 | -3.95% | +0.365% |
| C Citigroup Inc. | 1,462 | $204,622 | $193,641.9 | - | -$10,980.1 | -5.37% | +0.098% |
| CEG Constellation Energy Corporation | 1,567 | $315,948.36 | $411,729.25 | - | $95,780.89 | 30.32% | -0.307% |
| CL Colgate-Palmolive Company | 3,790 | $355,160.35 | $346,027 | - | -$9,133.35 | -2.57% | -0.328% |
| COST Costco Wholesale Corporation | 454 | $440,112.14 | $432,158.06 | - | -$7,954.08 | -1.81% | -0.239% |
| CVX Chevron Corporation | 2,536 | $423,477.05 | $499,160.88 | - | $75,683.83 | 17.87% | +2.35% |
| CWB SPDR Bloomberg Convertible Securities ETF | 5,418 | $415,930.22 | $551,823.3 | - | $135,893.08 | 32.67% | +0.355% |
| DGRO iShares Core Dividend Growth ETF | 507,127 | $32.37M | $39.56M | - | $7.19M | 22.2% | -0.281% |
| DHR Danaher Corporation | 1,639 | $335,840.44 | $319,572.22 | - | -$16,268.22 | -4.84% | -0.607% |
| DIS The Walt Disney Company | 6,703 | $735,222.33 | $644,761.57 | - | -$90,460.76 | -12.3% | +0.031% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 2.15M | $109.57M | $144.85M | - | $35.27M | 32.19% | +0.792% |
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FAQ
Which stocks have generated the highest profits for Kim Cochenour?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $14.17M, iShares MSCI Emerging Markets ex China ETF - $12.31M, iShares Core MSCI Emerging Markets ETF - $7.54M, iShares U.S. Equity Factor Rotation Active ETF - $4.91M, and iShares Core U.S. Aggregate Bond ETF - $4.5M. 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: Fidelity National Information Services, Inc - $44,717.05, Automatic Data Processing Inc - $36,352.54, Berkshire Hathaway Inc - $31,293.31, Edison International - $22,923.45, and McDonald's Corporation - $14,455.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kim Cochenour's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.49M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $6.94M, iShares Core U.S. Aggregate Bond ETF - $4.33M, iShares Core S&P 500 ETF - $2.86M, iShares Core MSCI Emerging Markets ETF - $1.54M, and iShares U.S. Equity Factor Rotation Active ETF - $1.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kim Cochenour's monthly returns?
Kim Cochenour's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kim Cochenour's strategy be considered aggressive or moderate?
Kim Cochenour'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 Kim Cochenour's strategy?
Kim Cochenour's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
