Christopher Bradford Portfolio
Invests via PFC CAPITAL GROUP, INC. | Managed by Christopher T. Bradford
Invests via PFC CAPITAL GROUP, INC.
Managed by Christopher T. Bradford
Automatically Tracked
Christopher Bradford Profile
Investment professional with experience across private equity and growth-stage technology investing, Christopher Bradford draws on operational and capital markets experience to source and scale software and fintech businesses. Focuses on board-level value creation, deal structuring and portfolio company governance. Prior roles span PE, corporate development and investment banking; known for sector-driven deal sourcing and exits.
Investment professional with experience across private equity and growth-stage technology investing, Christopher Bradford draws on operational and capital markets experience to source and scale software and fintech businesses. Focuses on board-level value creation, deal structuring and portfolio company governance. Prior roles span PE, corporate development and investment banking; known for sector-driven deal sourcing and exits.
Investment Philosophy & Strategy
Combines private equity rigor with growth-stage tech sensibilities, targeting software and fintech companies where board-level intervention accelerates scale. Prefers structured equity positions that align incentives and preserve governance control, using operational playbooks and capital markets expertise to optimize go-to-market and M&A outcomes. Investment decisions emphasize sector-driven sourcing, disciplined valuation, staged capital deployment, and identifiable exit pathways over a multi-year horizon with downside protections and active portfolio governance.
Combines private equity rigor with growth-stage tech sensibilities, targeting software and fintech companies where board-level intervention accelerates scale. Prefers structured equity positions that align incentives and preserve governance control, using operational playbooks and capital markets expertise to optimize go-to-market and M&A outcomes. Investment decisions emphasize sector-driven sourcing, disciplined valuation, staged capital deployment, and identifiable exit pathways over a multi-year horizon with downside protections and active portfolio governance.
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:
58.23%
Gain -0.97%
Monthly
1.44%
Yearly
18.76%
Drawdown
20.27%
$268.03M
Equity
Holdings
$268.03M
Investment
$178.15M
$94.49M
Profit -$2.37M
Realized
$4.6M
Unrealized
$89.89M
Dividends
$6.75M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.97%
Profit
-$2.37M
Win %
76%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.19M
Win %
76%
This Month
Compared to last month
Gain
-0.88%
Profit
-$2.37M
Win %
76%
This Year
Compared to last year
Gain
2.95%
Profit
$7.69M
Win %
74%
DIS The Walt Disney Company
+2.87%
+$19,321.64 
AMD Advanced Micro Devices, Inc.
+2.21%
+$134,235.79 
QCOM QUALCOMM Incorporated
+1.82%
+$164,984.82 
ETN Eaton Corporation plc
+1.76%
+$29,548.05 
AVGO Broadcom Inc.
+1.54%
+$27,614.72 
TJX The TJX Companies, Inc.
+1.34%
+$3,745 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$57,193.88 
CVX Chevron Corporation
+1.12%
+$6,604.4 
META Meta Platforms Inc Class A
+0.9%
+$25,477 
COST Costco Wholesale Corporation
+0.62%
+$34,445.02 
AAPL Apple Inc.
+0.45%
+$123,981.83 
GOOG Alphabet Inc
+0.43%
+$18,801.5 
V Visa Inc. Class A
+0.28%
+$5,467.3 
PEP PepsiCo, Inc.
+0.23%
+$5,849.46 
SYY Sysco Corporation
+0.17%
+$392 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$2,581.12 
MA Mastercard Incorporated
+0.11%
+$1,068.87 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$340 
SCHC Schwab International Small-Cap Equity ETF
+0.02%
+$3.69 
ADP Automatic Data Processing Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.03 
AMGN Amgen Inc.
-4.37%
-$91,169.4 
UPS United Parcel Service, Inc.
-4.18%
-$17,626.5 
AVES Avantis Emerging Markets Value ETF
-4%
-$171,722.18 
CHD Church & Dwight Co., Inc.
-3.5%
-$116,816.97 
BA Boeing Company
-3.35%
-$12,855.98 
LIN Linde plc
-2.58%
-$32,789.93 
AVUS Avantis U.S. Equity ETF
-2.46%
-$656.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$107,948.54 
SCHF Schwab International Equity ETF
-2.17%
-$1,659.2 
INTU Intuit Inc.
-1.84%
-$5,879.25 
VTV Vanguard Value ETF
-1.8%
-$323.2 
GEV GE Vernova Inc.
-1.74%
-$21,739.48 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$73,504.88 
GOOGL Alphabet Inc
-1.29%
-$161,609.41 
INTC Intel Corporation
-1.24%
-$3,656.24 
JNJ Johnson & Johnson
-1.03%
-$28,728.11 
ABBV AbbVie Inc.
-0.97%
-$3,204 
PANW Palo Alto Networks, Inc.
-0.87%
-$43,508.25 
ITW Illinois Tool Works Inc.
-0.85%
-$12,758.84 
JPM JPMorgan Chase & Co.
-0.82%
-$22,667.32 
AXP American Express Company
-0.65%
-$5,323.8 
TSLA Tesla, Inc.
-0.63%
-$3,597.6 
BLK BlackRock, Inc.
-0.59%
-$1,761.74 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$40.83 
WMT Walmart Inc.
-0.33%
-$11,787.46 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$13,304.58 
KO The Coca-Cola Company
-0.31%
-$7,931.52 
AVIV Avantis International Large Cap Value ETF
-0.31%
-$7,013.5 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$349.23 
SO The Southern Company
-0.21%
-$569.99 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$7,080.68 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$26,219.48 
AMZN Amazon.com Inc
-0.14%
-$17,251.6 
EFX Equifax Inc.
-0.14%
-$396.75 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,548.62 
NVDA NVIDIA Corporation
-0.1%
-$23,102.58 
UNP Union Pacific Corporation
-0.03%
-$403.01 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 744 | Longs Won 543/744 72% | Profit Factor 20.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $831,725.63 |
| Average Win $183,071.5 | Best Trade (Aug 28) $16.37M | Sharpe Ratio -10.17 |
| Average Loss -$24,472.79 | Worst Trade (Aug 11) -$574,255.24 | Z-Score 9.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $127,001.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 87,931 | $16.97M | $27.47M | - | $10.5M | 61.89% | +0.453% |
| ABBV AbbVie Inc. | 1,335 | $309,105.9 | $325,473 | - | $16,367.1 | 5.29% | -0.975% |
| ADP Automatic Data Processing Inc. | 8,137 | $1.9M | $2.2M | - | $298,523.71 | 15.72% | 0.0 |
| AMAT Applied Materials, Inc. | 400 | $289,200 | $213,696 | - | -$75,504 | -26.11% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 12,628 | $1.87M | $6.22M | - | $4.35M | 232.31% | +2.205% |
| AMGN Amgen Inc. | 5,119 | $1.48M | $2M | - | $521,129.59 | 35.32% | -4.367% |
| AMZN Amazon.com Inc | 44,236 | $6.85M | $12.04M | - | $5.19M | 75.77% | -0.143% |
| AVDV Avantis International Small Cap Value ETF | 21,509 | $1.72M | $2.33M | - | $603,764.23 | 35.04% | +0.111% |
| AVES Avantis Emerging Markets Value ETF | 66,302 | $3.53M | $4.13M | - | $599,284.39 | 16.99% | -3.995% |
| AVGO Broadcom Inc. | 4,288 | $750,470.47 | $1.82M | - | $1.07M | 142.67% | +1.54% |
| AVIG Avantis Core Fixed Income ETF | 285 | $11,932.93 | $11,696.4 | - | -$236.53 | -1.98% | 0.0 |
| AVIV Avantis International Large Cap Value ETF | 28,054 | $1.77M | $2.29M | - | $517,856.41 | 29.24% | -0.306% |
| AVLV Avantis U.S. Large Cap Value ETF | 51,764 | $3.61M | $4.77M | - | $1.16M | 31.97% | -1.517% |
| AVRE Avantis Real Estate ETF | 500 | $21,505 | $24,350 | - | $2,845 | 13.23% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 204 | $23,418.44 | $26,030.4 | - | $2,611.96 | 11.15% | -2.461% |
| AVUV Avantis U.S. Small Cap Value ETF | 38,129 | $3.59M | $4.91M | - | $1.32M | 36.85% | +1.179% |
| AXP American Express Company | 2,335 | $437,438.9 | $809,567.83 | - | $372,128.93 | 85.07% | -0.653% |
| BA Boeing Company | 1,599 | $339,146.47 | $371,207.83 | - | $32,061.36 | 9.45% | -3.347% |
| BAC Bank of America Corporation | 11,120 | $378,711.2 | $703,340 | - | $324,628.8 | 85.72% | 0.0 |
| BLK BlackRock, Inc. | 261 | $247,031.28 | $294,102.63 | - | $47,071.35 | 19.05% | -0.595% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Christopher Bradford?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $1.17M, Microsoft Corp - $1.09M, Apple Inc - $997,646.06, QUALCOMM Incorporated - $745,190.11, and Invesco QQQ Trust, Series 1 - $507,800.48. 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: United Parcel Service, Inc - $229,921.78, Danaher Corporation - $144,591.73, Boeing Company - $124,831.93, Advanced Micro Devices, Inc - $109,867.05, and Salesforce Inc - $105,764.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Bradford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.75M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $653,720.57, SPDR S&P 500 ETF Trust - $436,081.72, Microsoft Corp - $424,270.35, The Home Depot, Inc - $405,352.26, and PepsiCo, Inc - $315,781.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Bradford's monthly returns?
Christopher Bradford's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Christopher Bradford's strategy be considered aggressive or moderate?
Christopher Bradford's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Christopher Bradford's strategy?
Christopher Bradford's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
