Erik Bonnett Portfolio
Invests via Tripletail Wealth Management LLC | Managed by Erik Bonnett, Jason Adams
Invests via Tripletail Wealth Management LLC
Managed by Erik Bonnett, Jason Adams
Automatically Tracked
Seasoned entrepreneur and investor focused on technology and growth-stage companies. Erik Bonnett brings operating experience scaling product and go-to-market teams, serving as founder, operator and board advisor to startups across SaaS and fintech verticals. Active as an angel and seed investor, participates in deal sourcing, due diligence and early governance, with experience supporting follow-on capital raises and strategic exits. Market-oriented, founder-friendly approach with emphasis on unit economics and customer acquisition efficiency.
Seasoned entrepreneur and investor focused on technology and growth-stage companies. Erik Bonnett brings operating experience scaling product and go-to-market teams, serving as founder, operator and board advisor to startups across SaaS and fintech verticals. Active as an angel and seed investor, participates in deal sourcing, due diligence and early governance, with experience supporting follow-on capital raises and strategic exits. Market-oriented, founder-friendly approach with emphasis on unit economics and customer acquisition efficiency.
Investment Philosophy & Strategy
Combines operator-led due diligence with founder-friendly angel and seed capital deployment, prioritizing SaaS and fintech growth businesses with defensible unit economics and scalable go-to-market motion. Emphasizes early-stage governance, efficient customer acquisition, and pragmatic KPIs when allocating follow-on capital. Investment horizon is multi-year, favoring companies with repeatable revenue and clear exit pathways. Risk discipline centers on hands-on operational support, tight cash-usage oversight, and staged financing tied to measurable growth milestones.
Combines operator-led due diligence with founder-friendly angel and seed capital deployment, prioritizing SaaS and fintech growth businesses with defensible unit economics and scalable go-to-market motion. Emphasizes early-stage governance, efficient customer acquisition, and pragmatic KPIs when allocating follow-on capital. Investment horizon is multi-year, favoring companies with repeatable revenue and clear exit pathways. Risk discipline centers on hands-on operational support, tight cash-usage oversight, and staged financing tied to measurable growth milestones.
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:
2.13%
Gain
Monthly
0.17%
Yearly
2.04%
Drawdown
20.52%
$83.04M
Equity
Holdings
$83.04M
Investment
$69.05M
$15.37M
Profit -$575,493.78
Realized
$1.38M
Unrealized
$13.99M
Dividends
$919,360.64
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$575,493.78
Win %
68%
This Week
Compared To Last Week
Gain
-1.57%
Profit
-$1.33M
Win %
68%
This Month
Compared to last month
Gain
-1.12%
Profit
-$937,457.68
Win %
68%
This Year
Compared to last year
Gain
13.89%
Profit
$10.13M
Win %
65%
ASTS AST SpaceMobile, Inc.
+8.84%
+$1,556.8 
MU Micron Technology, Inc.
+3.74%
+$85,342.76 
LEU Centrus Energy Corp.
+3.48%
+$76.65 
HROW Harrow Inc.
+3.45%
+$6,711.5 
VELO Velo3D, Inc.
+3.33%
+$2,553 
HPQ HP Inc.
+3.09%
+$252.56 
VOYG Voyager Technologies, Inc.
+2.4%
+$6,651 
CSCO Cisco Systems, Inc.
+2.33%
+$8,550.4 
PANW Palo Alto Networks, Inc.
+2.33%
+$30,162 
ATRO Astronics Corporation
+2.27%
+$1,782 
UNH UnitedHealth Group Incorporated
+2.23%
+$85.05 
ENTG Entegris, Inc.
+2.2%
+$1,195.84 
CB Chubb Limited
+2.19%
+$452.4 
LYB LyondellBasell Industries N.V.
+2.19%
+$765.33 
VST Vistra Corp
+1.99%
+$7,080.18 
NET Cloudflare Inc.
+1.99%
+$4,877.99 
NOC Northrop Grumman Corporation
+1.93%
+$1,650 
DOW Dow Inc.
+1.88%
+$51.7 
PSX Phillips 66
+1.83%
+$13,277.44 
ZS Zscaler Inc.
+1.75%
+$1,734.75 
ANDE The Andersons, Inc.
+1.75%
+$187.53 
XOM Exxon Mobil Corporation
+1.7%
+$7,999.22 
GEV GE Vernova Inc.
+1.57%
+$7,875.32 
ETN Eaton Corporation plc
+1.52%
+$1,878.44 
BP BP p.l.c. Sponsored ADR
+1.47%
+$975.26 
OXY Occidental Petroleum Corporation
+1.42%
+$592.8 
CVX Chevron Corporation
+1.4%
+$2,757.37 
F Ford Motor Company
+1.37%
+$1,073.09 
JNJ Johnson & Johnson
+1.37%
+$889.2 
CMG Chipotle Mexican Grill, Inc.
+1.34%
+$764.52 
BMY Bristol-Myers Squibb Company
+1.31%
+$297.04 
ABT Abbott Laboratories
+1.27%
+$32.76 
ABBV AbbVie Inc.
+1.23%
+$8,085.42 
AFL Aflac Inc.
+1.21%
+$2,038.9 
CVS CVS Health Corporation
+1.14%
+$41.14 
RTX RTX Corporation
+1.08%
+$157.5 
GLD SPDR Gold Shares
+1.03%
+$1,366.55 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$4,223 
RGTI Rigetti Computing Inc
+0.99%
+$196 
CAT Caterpillar Inc.
+0.99%
+$10,988.88 
VDE Vanguard Energy ETF
+0.97%
+$450.84 
COP ConocoPhillips
+0.96%
+$2,261.14 
EMR Emerson Electric Co.
+0.95%
+$39.6 
XLE Energy Select Sector SPDR Fund
+0.94%
+$1,819 
MRVL Marvell Technology, Inc.
+0.92%
+$2,998.02 
SMR NuScale Power Corporation
+0.92%
+$73.5 
PRU Prudential Financial, Inc.
+0.88%
+$117.52 
TEAM Atlassian Corporation Class A
+0.87%
+$12 
NVS Novartis AG Sponsored ADR
+0.81%
+$731.6 
LMT Lockheed Martin Corporation
+0.8%
+$760.05 
LLY Eli Lilly and Company
+0.79%
+$6,532 
FTNT Fortinet Inc.
+0.77%
+$208.32 
AMT American Tower Corporation
+0.61%
+$16.48 
SLV iShares Silver Trust
+0.59%
+$9 
PH Parker-Hannifin Corporation
+0.59%
+$899.94 
TRFK Pacer Data and Digital Revolution ETF
+0.53%
+$79.2 
LNTH Lantheus Holdings, Inc.
+0.5%
+$508.8 
LHX L3Harris Technologies, Inc.
+0.48%
+$622.38 
GCOW Pacer Global Cash Cows Dividend ETF
+0.47%
+$385.56 
UNP Union Pacific Corporation
+0.43%
+$50.11 
SYY Sysco Corporation
+0.42%
+$162.15 
GD General Dynamics Corporation
+0.38%
+$152.6 
MRK Merck & Co., Inc.
+0.36%
+$944.38 
CMI Cummins Inc.
+0.35%
+$120.31 
QBTS D-Wave Quantum Inc.
+0.34%
+$174.9 
APD Air Products and Chemicals, Inc.
+0.34%
+$166.26 
OKE ONEOK, Inc.
+0.33%
+$10.85 
TGT Target Corporation
+0.32%
+$136.8 
DCTH Delcath Systems Inc.
+0.31%
+$735.32 
CEG Constellation Energy Corporation
+0.3%
+$311.6 
JPM JPMorgan Chase & Co.
+0.3%
+$4,350.34 
INOD Innodata Inc.
+0.29%
+$985.5 
FAF First American Financial Corporation
+0.23%
+$108.9 
NNE Nano Nuclear Energy Inc.
+0.22%
+$34.5 
ETSY Etsy Inc.
+0.18%
+$9.9 
PYPL PayPal Holdings Inc
+0.18%
+$110 
BAC Bank of America Corporation
+0.17%
+$421.37 
PBFS Pioneer Bancorp Inc.
+0.14%
+$42.25 
VRT Vertiv Holdings Co
+0.12%
+$1,480.86 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$917 
VZ Verizon Communications Inc.
+0.09%
+$28.95 
ICOW Pacer Developed Markets International ETF
+0.08%
+$629.62 
AES AES Corporation
+0.07%
+$5 
IONQ IonQ, Inc.
+0.06%
+$7 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$825.34 
RIO Rio Tinto Plc Sponsored ADR
+0.04%
+$126.98 
ADBE Adobe Inc.
+0.01%
+$0.82 
AZN
0%
$0 
CGC
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HTBI Hometrust Bancshares Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.64%
-$24,565.38 
CDNS Cadence Design Systems, Inc.
-9.6%
-$6,021.72 
NFLX Netflix, Inc.
-7.42%
-$37,260 
GEHC GE HealthCare Technologies Inc.
-4.26%
-$5,882.8 
ALNY Alnylam Pharmaceuticals Inc
-3.64%
-$103.1 
SYK Stryker Corporation
-3.17%
-$6,095.8 
META Meta Platforms Inc Class A
-3.16%
-$24,215.04 
QXO Qxo Inc.
-3.15%
-$242.5 
CPRT Copart Inc.
-3.13%
-$541.62 
AMAT Applied Materials, Inc.
-3.09%
-$13,093.93 
KO The Coca-Cola Company
-3.08%
-$9,939.61 
IBM International Business Machines Corporation
-3.08%
-$22,161.12 
EXP Eagle Materials Inc.
-3.02%
-$1,436.34 
TTD The Trade Desk, Inc. Class A
-3%
-$5.16 
BHB Bar Harbor Bankshares
-2.97%
-$707.6 
ASUR Asure Software Inc.
-2.83%
-$2,450.4 
NDAQ Nasdaq, Inc.
-2.79%
-$789 
HCA HCA Healthcare Inc.
-2.78%
-$4,873.05 
GSK GSK plc Sponsored ADR
-2.66%
-$15,654.51 
BBW Build-A-Bear Workshop Inc.
-2.36%
-$258.23 
EW Edwards Lifesciences Corporation
-2.24%
-$1,032.28 
DXCM DexCom, Inc.
-2.18%
-$387.6 
GOOG Alphabet Inc
-2.16%
-$1,224 
TSLA Tesla, Inc.
-2.16%
-$11,813.1 
NKE Nike, Inc. - Class B
-2.15%
-$260.16 
MSFT Microsoft Corp.
-2.11%
-$37,166.36 
GOOGL Alphabet Inc
-2.11%
-$29,905.08 
DIS The Walt Disney Company
-2.1%
-$1,368.95 
DAL Delta Air Lines, Inc.
-2.09%
-$253.4 
FISV Fiserv, Inc.
-2.07%
-$422.65 
ACN Accenture plc Class A
-2.04%
-$100.47 
PERI Perion Network Ltd.
-2.02%
-$3,139.5 
ZBH Zimmer Biomet Holdings, Inc.
-1.96%
-$101.2 
CCJ Cameco Corporation
-1.92%
-$1,680 
RF Regions Financial Corporation
-1.92%
-$124.28 
ITW Illinois Tool Works Inc.
-1.89%
-$58.8 
VOX Vanguard Communication Services ETF
-1.88%
-$655.2 
QNST QuinStreet Inc.
-1.83%
-$4,398.34 
CTAS Cintas Corporation
-1.82%
-$300.76 
SBUX Starbucks Corporation
-1.82%
-$360.51 
HMC Honda Motor Co., Ltd.
-1.79%
-$2,798.51 
NVO Novo Nordisk A/S Sponsored ADR
-1.76%
-$142.99 
JBTM JBT Marel Corporation
-1.74%
-$277,368.3 
V Visa Inc. Class A
-1.72%
-$3,557.3 
LOW Lowe's Companies Inc.
-1.71%
-$2,387.43 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$155.75 
ACNB ACNB Corp.
-1.7%
-$1,113 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$2,047.14 
XLC Communication Services Select Sector SPDR Fund
-1.66%
-$5.61 
TXN Texas Instruments Inc
-1.63%
-$5,076.54 
FBK FB Financial Corp
-1.6%
-$504.4 
KKR KKR & Co. Inc.
-1.6%
-$2,181.2 
AXP American Express Company
-1.59%
-$11,187.26 
MATW Matthews International Corporation
-1.56%
-$1,398.53 
UBSI United Bankshares, Inc.
-1.54%
-$149 
ADP Automatic Data Processing Inc.
-1.54%
-$55.3 
RH RH
-1.54%
-$116.4 
OWL Blue Owl Capital Inc.
-1.51%
-$1,261.5 
SMBK SmartFinancial Inc.
-1.5%
-$708.1 
PEP PepsiCo, Inc.
-1.42%
-$439.56 
PLTR Palantir Technologies Inc.
-1.38%
-$729.12 
CDW CDW Corporation
-1.35%
-$179.19 
ABNB Airbnb, Inc.
-1.33%
-$90.16 
MTB M&T Bank Corporation
-1.28%
-$325 
IBIT iShares Bitcoin Trust
-1.25%
-$409.5 
NVDA NVIDIA Corporation
-1.23%
-$59,497.01 
ROP Roper Technologies Inc.
-1.22%
-$649.7 
GS The Goldman Sachs Group, Inc.
-1.2%
-$7,309.33 
MCD McDonald's Corporation
-1.2%
-$2,547.95 
BGC BGC Group, Inc.
-1.18%
-$1,547.78 
HD The Home Depot, Inc.
-1.17%
-$4,551.28 
CRM Salesforce Inc
-1.16%
-$1,409.01 
JIG JPMorgan International Growth ETF
-1.16%
-$692.37 
DTEC Alps Disruptive Technologies ETF
-1.16%
-$200.64 
ADI Analog Devices, Inc.
-1.15%
-$2,006.23 
C Citigroup Inc.
-1.13%
-$3,427 
JEF Jefferies Financial Group Inc.
-1.11%
-$942.4 
DHR Danaher Corporation
-1.08%
-$320.45 
SNOW Snowflake Inc.
-1.08%
-$334.65 
LULU lululemon athletica inc.
-1.07%
-$36.83 
BBSI Barrett Business Services Inc.
-1.07%
-$1,059.95 
AMGN Amgen Inc.
-1.05%
-$3,174.9 
CRWV CoreWeave, Inc.
-1.04%
-$1,981.87 
BKR Baker Hughes Company
-1.03%
-$2,837.25 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$324 
WM Waste Management, Inc.
-1.01%
-$1,308.52 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$965.96 
LRCX Lam Research Corporation
-0.97%
-$936 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$2,148.3 
AJG Arthur J. Gallagher & Co.
-0.96%
-$738 
QCOM QUALCOMM Incorporated
-0.96%
-$5,802.61 
COST Costco Wholesale Corporation
-0.93%
-$3,792.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.92%
-$14,963.75 
VOOG Vanguard S&P 500 Growth ETF
-0.91%
-$1,653.9 
BLK BlackRock, Inc.
-0.84%
-$367.6 
CROX Crocs, Inc.
-0.83%
-$80.5 
LIN Linde plc
-0.82%
-$29.89 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.82%
-$9,578.14 
TFC Truist Financial Corporation
-0.81%
-$930.95 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-0.8%
-$832.2 
SOLV Solventum Corporation
-0.8%
-$25.35 
TTWO Take-Two Interactive Software, Inc.
-0.79%
-$132.3 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$687.88 
TH Target Hospitality Corp.
-0.77%
-$1,709.5 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.75%
-$3,778 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$37.61 
MDT Medtronic plc
-0.67%
-$180.88 
IVV iShares Core S&P 500 ETF
-0.65%
-$1,334.96 
JGLO JPMorgan Global Select Equity ETF
-0.65%
-$913.26 
VOO Vanguard S&P 500 ETF
-0.65%
-$240.3 
AMZN Amazon.com Inc
-0.64%
-$12,732.8 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$904.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$206.5 
JIVE JPMorgan International Value ETF
-0.57%
-$357.92 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.55%
-$8,564 
IVES Amplify Bloomberg AI Value Chain ETF
-0.54%
-$2,516 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.54%
-$201 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$2.82 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$13,417.97 
AVGO Broadcom Inc.
-0.52%
-$7,110.06 
VGT Vanguard Information Technology ETF
-0.51%
-$241.28 
JAVA JPMorgan Active Value ETF
-0.51%
-$846.24 
VAW Vanguard Materials ETF
-0.49%
-$432.3 
XLF Financial Select Sector SPDR Fund
-0.48%
-$1,307.62 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$255.6 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.47%
-$1,319.78 
MDY SPDR S&P MidCap 400 ETF Trust
-0.46%
-$262.81 
AAPL Apple Inc.
-0.46%
-$12,886.64 
MICC The Magnum Ice Cream Company N.V.
-0.44%
-$2.09 
ANET Arista Networks, Inc.
-0.43%
-$6,824.77 
PLD Prologis Inc.
-0.41%
-$35.38 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.4%
-$2,292.95 
UPS United Parcel Service, Inc.
-0.4%
-$21.15 
COWZ Pacer US Cash Cows 100 ETF
-0.38%
-$4,588.11 
JQUA JPMorgan U.S. Quality Factor ETF
-0.37%
-$81 
OKLO Oklo Inc.
-0.36%
-$7.5 
MP MP Materials Corp.
-0.35%
-$2,004.32 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.34%
-$3,829.41 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$154.71 
VRTX Vertex Pharmaceuticals Incorporated
-0.34%
-$478.51 
KMI Kinder Morgan, Inc.
-0.34%
-$3,433.1 
WMT Walmart Inc.
-0.34%
-$925.04 
MMM 3M Company
-0.32%
-$478.89 
AMD Advanced Micro Devices, Inc.
-0.31%
-$107.45 
UNM Unum Group
-0.3%
-$1,189.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$60 
PG Procter & Gamble Co
-0.28%
-$443.33 
MS Morgan Stanley
-0.28%
-$1,437.79 
TEL TE Connectivity plc
-0.28%
-$1,070.16 
KMB Kimberly-Clark Corporation
-0.26%
-$28.72 
VOOV Vanguard S&P 500 Value ETF
-0.25%
-$5.65 
DGRO iShares Core Dividend Growth ETF
-0.25%
-$156 
VO Vanguard Mid-Cap ETF
-0.24%
-$78 
SO The Southern Company
-0.2%
-$347.7 
ADSK Autodesk, Inc.
-0.16%
-$30.26 
ELFY ALPS Electrification Infrastructure ETF
-0.14%
-$45 
MPAA Motorcar Parts of America, Inc.
-0.14%
-$131.2 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$56.1 
NEE NextEra Energy, Inc.
-0.09%
-$24 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$237.6 
VHT Vanguard Health Care ETF
-0.05%
-$27.98 
VIS Vanguard Industrials ETF
-0.03%
-$114.16 Events
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Dividends
Dividend Analysis
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| Trades 692 | Longs Won 390/692 56% | Profit Factor 5.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $136,511.8 |
| Average Win $47,393.18 | Best Trade (Jul 14) $2.17M | Sharpe Ratio -11.81 |
| Average Loss -$10,310.67 | Worst Trade (Jul 10) -$495,724.25 | Z-Score 0.08 (6.75%) |
| Commissions $0 | Avg. Trade Length 6m 3w 5d | Expectancy $22,210.28 |
| 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 | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
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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