Brett Pohl Portfolio
Invests via Invera Wealth Advisors, LLC | Managed by Jessica F. Higgins, Shenandoah Sampson
Invests via Invera Wealth Advisors, LLC
Managed by Jessica F. Higgins, Shenandoah Sampson
Automatically Tracked
Brett Pohl Profile
Veteran private markets investor and operating executive focused on growth-stage technology and healthcare companies. Brett Pohl brings experience in scaling commercial teams, board-level governance and capital raising, with a track record advising startups through Series A–C financings and strategic exits. Previously led business development and corporate strategy roles at software and services firms and has worked closely with venture capital and growth equity funds. Active in board and investor relations, with emphasis on go-to-market execution, revenue operations and M&A preparation. Provides LP-facing reporting and portfolio construction input for institutional and high-net-worth accounts.
Veteran private markets investor and operating executive focused on growth-stage technology and healthcare companies. Brett Pohl brings experience in scaling commercial teams, board-level governance and capital raising, with a track record advising startups through Series A–C financings and strategic exits. Previously led business development and corporate strategy roles at software and services firms and has worked closely with venture capital and growth equity funds. Active in board and investor relations, with emphasis on go-to-market execution, revenue operations and M&A preparation. Provides LP-facing reporting and portfolio construction input for institutional and high-net-worth accounts.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare investments, prioritizing companies with scalable go-to-market models and clear paths to profitable unit economics. Favors active, board-level engagement to accelerate revenue operations, customer expansion and M&A readiness. Allocates capital with stage-focused discipline—concentrated follow-on reserves for winners—combining sector expertise, commercial scaling playbooks and rigorous diligence on sales motion and GTM metrics. Time horizon is multi-year growth-to-exit, balancing growth orientation with pragmatic capital efficiency and LP reporting transparency.
Focuses on growth-stage technology and healthcare investments, prioritizing companies with scalable go-to-market models and clear paths to profitable unit economics. Favors active, board-level engagement to accelerate revenue operations, customer expansion and M&A readiness. Allocates capital with stage-focused discipline—concentrated follow-on reserves for winners—combining sector expertise, commercial scaling playbooks and rigorous diligence on sales motion and GTM metrics. Time horizon is multi-year growth-to-exit, balancing growth orientation with pragmatic capital efficiency and LP reporting transparency.
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:
7.9%
Gain
Monthly
0.25%
Yearly
3.04%
Drawdown
24.64%
$177.74M
Equity
Holdings
$177.74M
Investment
$132.33M
$57.81M
Profit -$547,890.02
Realized
$12.4M
Unrealized
$45.41M
Dividends
$6.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$547,890.02
Win %
70%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.2M
Win %
70%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.62M
Win %
70%
This Year
Compared to last year
Gain
14.08%
Profit
$21.94M
Win %
71%
ABT Abbott Laboratories
+10.8%
+$78,006.88 
DXCM DexCom, Inc.
+6.85%
+$33,092.1 
MRK Merck & Co., Inc.
+3.5%
+$13,794.08 
RSG Republic Services, Inc.
+3.08%
+$6,671.63 
UNP Union Pacific Corporation
+3.07%
+$37,440.84 
ZTS Zoetis Inc.
+3.05%
+$8,812.14 
O Realty Income Corporation
+2.88%
+$14,016.77 
HCA HCA Healthcare Inc.
+2.86%
+$35,577.15 
ABBV AbbVie Inc.
+2.77%
+$29,754 
CL Colgate-Palmolive Company
+2.73%
+$6,175 
STE STERIS plc
+2.69%
+$23,026.72 
STZ Constellation Brands, Inc.
+2.68%
+$15,945.01 
TJX The TJX Companies, Inc.
+2.55%
+$93,535.99 
VZ Verizon Communications Inc.
+2.44%
+$11,037.29 
MPC Marathon Petroleum Corporation
+2.35%
+$35,643.52 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$4,792.84 
LLY Eli Lilly and Company
+2.11%
+$19,389.52 
SYY Sysco Corporation
+2.08%
+$7,450.8 
COST Costco Wholesale Corporation
+1.99%
+$21,741.3 
FIS Fidelity National Information Services, Inc.
+1.92%
+$3,547.89 
DRI Darden Restaurants, Inc.
+1.87%
+$19,123.97 
V Visa Inc. Class A
+1.84%
+$30,405.1 
HD The Home Depot, Inc.
+1.75%
+$26,182.29 
WMT Walmart Inc.
+1.71%
+$14,183.04 
CMCSA Comcast Corp
+1.66%
+$5,708.43 
IQV IQVIA Holdings Inc.
+1.59%
+$19,286.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.53%
+$19,450.22 
CVX Chevron Corporation
+1.5%
+$15,218.4 
SPGI S&P Global Inc.
+1.49%
+$10,504.48 
AAPL Apple Inc.
+1.33%
+$98,314.35 
CB Chubb Limited
+1.29%
+$15,722.12 
ICE Intercontinental Exchange, Inc.
+1.29%
+$18,469.8 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.26%
+$12,517.47 
MSFT Microsoft Corp.
+1.19%
+$58,804.47 
MSI Motorola Solutions, Inc.
+1.05%
+$9,844 
IJR iShares Core S&P Small-Cap ETF
+0.96%
+$27,086.1 
APD Air Products and Chemicals, Inc.
+0.93%
+$8,358.56 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.89%
+$22,679.67 
GILD Gilead Sciences Inc.
+0.84%
+$3,281.85 
JNJ Johnson & Johnson
+0.78%
+$10,830.19 
BBY Best Buy Co., Inc.
+0.69%
+$3,410.55 
LXRX Lexicon Pharmaceuticals, Inc.
+0.68%
+$300 
FANG Diamondback Energy Inc
+0.56%
+$3,218.56 
AMZN Amazon.com Inc
+0.45%
+$16,091.1 
IWR iShares Russell Mid-Cap ETF
+0.34%
+$1,649.25 
ETR Entergy Corporation
+0.33%
+$1,299.22 
NULV Nuveen ESG Large-Cap Value ETF
+0.31%
+$11,087.2 
ALL Allstate Corporation
+0.3%
+$5,077.21 
NEE NextEra Energy, Inc.
+0.2%
+$1,068.12 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.17%
+$4,886.46 
GOOG Alphabet Inc
+0.05%
+$141.61 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.03%
+$517.95 
TER Teradyne, Inc.
-4.53%
-$12,399.99 
AMD Advanced Micro Devices, Inc.
-4.34%
-$187,182.53 
ETN Eaton Corporation plc
-4.2%
-$62,060.37 
MPWR Monolithic Power Systems, Inc.
-3.76%
-$9,304.65 
LRCX Lam Research Corporation
-3.56%
-$225,524.72 
ARTY iShares Future AI & Tech ETF
-3.37%
-$164,028.64 
AVGO Broadcom Inc.
-3.25%
-$103,526.4 
NXPI NXP Semiconductors N.V.
-3.08%
-$47,236.36 
CMI Cummins Inc.
-2.55%
-$100,139.06 
ADI Analog Devices, Inc.
-2.46%
-$19,508.3 
NVDA NVIDIA Corporation
-2.34%
-$128,687.84 
XLK State Street Technology Select Sector SPDR ETF
-2.03%
-$5,799.68 
GEV GE Vernova Inc.
-1.98%
-$39,325.32 
CDNS Cadence Design Systems, Inc.
-1.88%
-$9,932.4 
JCI Johnson Controls International plc
-1.72%
-$35,182.92 
IEMG iShares Core MSCI Emerging Markets ETF
-1.61%
-$78,812.16 
GLDM SPDR Gold MiniShares Trust
-1.26%
-$3,626.59 
USXF iShares ESG Aware MSCI USA ETF
-1.14%
-$36,871.71 
TT Trane Technologies plc
-1.09%
-$43,359.75 
SNPS Synopsys, Inc.
-1.07%
-$5,379.45 
META Meta Platforms Inc Class A
-1.06%
-$17,089.67 
EMXF iShares ESG Aware MSCI EM ETF
-1.02%
-$61,025.91 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.92%
-$2,028.51 
IXUS iShares Core International Stock ETF
-0.86%
-$2,002.44 
ROBO ROBO Global Robotics & Automation Index ETF
-0.84%
-$16,451.1 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.79%
-$44,213.86 
CMG Chipotle Mexican Grill, Inc.
-0.59%
-$3,857.07 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$25,141.48 
JPM JPMorgan Chase & Co.
-0.46%
-$25,380.85 
CMF iShares California Muni Bond ETF
-0.25%
-$1,146.08 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,715 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
-0.17%
-$1,294.43 
CME CME Group Inc.
-0.16%
-$1,361.91 
BAC Bank of America Corporation
-0.15%
-$539.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.13%
-$499.2 
BGRN iShares USD Green Bond ETF
-0.12%
-$1,493.87 
EW Edwards Lifesciences Corporation
-0.12%
-$1,112.8 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$875.15 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$2,009.3 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.09%
-$4,861.82 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$5,897.02 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.08%
-$322.36 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$749.12 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$1,003.66 
GOOGL Alphabet Inc
-0.03%
-$2,076.79 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$26.08 Events
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Dividends
Dividend Analysis
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| Trades 662 | Longs Won 453/662 68% | Profit Factor 9.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,120.41 |
| Average Win $143,019.15 | Best Trade (Jul 10) $4.84M | Sharpe Ratio -9.67 |
| Average Loss -$33,381.21 | Worst Trade (Jul 10) -$1.41M | Z-Score 1.57 (88.42%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $87,327.79 |
| 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 | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
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