Venkatram Krishnamurthy Portfolio
Invests via V2 Financial group LLC | Managed by Venkatram Krishnamurthy, Venkata K.S. Vedam
Invests via V2 Financial group LLC
Managed by Venkatram Krishnamurthy, Venkata K.S. Vedam
Automatically Tracked
venkatram krishnamurthy Profile
Veteran technology entrepreneur and investor focused on enterprise software, cloud and AI-enabled infrastructure, with operating experience scaling startups to exits and managing growth-stage initiatives. Venkatram Krishnamurthy brings hands-on product and GTM leadership, sits on several private company boards, and leads angel and seed rounds for B2B SaaS founders. Known for mentoring executive teams and advising on fundraising, go-to-market, and strategic M&A paths.
Veteran technology entrepreneur and investor focused on enterprise software, cloud and AI-enabled infrastructure, with operating experience scaling startups to exits and managing growth-stage initiatives. Venkatram Krishnamurthy brings hands-on product and GTM leadership, sits on several private company boards, and leads angel and seed rounds for B2B SaaS founders. Known for mentoring executive teams and advising on fundraising, go-to-market, and strategic M&A paths.
Investment Philosophy & Strategy
Hands-on investor prioritizing enterprise software, cloud and AI-enabled infrastructure businesses with durable go-to-market moats. Focuses on seed and growth-stage B2B SaaS, deploying capital alongside active operational support—product roadmap, GTM scaling, fundraising and M&A positioning. Prefers pragmatic capital allocation with milestone-driven checks, founder-aligned economics, and 12–48 month horizons to de-risk early commercialization. Underwrites deals for technical differentiation, unit-economics improvement and repeatable sales motion while providing board-level governance and strategic exits guidance.
Hands-on investor prioritizing enterprise software, cloud and AI-enabled infrastructure businesses with durable go-to-market moats. Focuses on seed and growth-stage B2B SaaS, deploying capital alongside active operational support—product roadmap, GTM scaling, fundraising and M&A positioning. Prefers pragmatic capital allocation with milestone-driven checks, founder-aligned economics, and 12–48 month horizons to de-risk early commercialization. Underwrites deals for technical differentiation, unit-economics improvement and repeatable sales motion while providing board-level governance and strategic exits guidance.
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:
73.38%
Gain -0.24%
Monthly
0.95%
Yearly
12.06%
Drawdown
19.86%
$273.65M
Equity
Holdings
$273.65M
Investment
$197.15M
$85.57M
Profit -$367,317.83
Realized
$9.07M
Unrealized
$76.5M
Dividends
$14.03M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$367,317.83
Win %
78%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$367,317.83
Win %
78%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.54M
Win %
78%
This Year
Compared to last year
Gain
2.1%
Profit
$5.66M
Win %
74%
UGI UGI Corporation
+3.44%
+$13,059.54 
CVX Chevron Corporation
+0.9%
+$3,983 
META Meta Platforms Inc Class A
+0.71%
+$16,720.28 
TSLA Tesla, Inc.
+0.58%
+$2,138.44 
KMB Kimberly-Clark Corporation
+0.51%
+$1,026.31 
DIS The Walt Disney Company
+0.34%
+$5,638.5 
INTC Intel Corporation
+0.2%
+$3,298.21 
BA Boeing Company
+0.19%
+$3,842.64 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$2,025.82 
PM Philip Morris International Inc.
+0.12%
+$331.76 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$245.68 
ABBV AbbVie Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
+$0.04 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
BB BlackBerry Ltd.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.02 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LRCX Lam Research Corporation
0%
$0 
MMM 3M Company
0%
+$0.01 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
NFLX Netflix, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PFE Pfizer Inc.
0%
+$0.03 
PLUG Plug Power Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
SHOP Shopify Inc.
0%
+$0.03 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
U Unity Software Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.08 
V Visa Inc. Class A
0%
-$0.01 
VZ Verizon Communications Inc.
0%
+$0.01 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
+$0.03 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFNM Dimensional National Municipal Bond ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.01 
IHE iShares U.S. Pharmaceuticals ETF
0%
$0 
IHF iShares U.S. Healthcare Providers ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.02 
IHI iShares U.S. Medical Devices ETF
0%
$0 
INDA ISHARES MSCI INDIA ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
+$0.01 
IWM iShares Russell 2000 ETF
0%
-$0.02 
IWD iShares Russell 1000 Value ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
IYK iShares U.S. Consumer Staples ETF
0%
$0 
IYH iShares U.S. Healthcare ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.01 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.02 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
-$0.01 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.04 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.05 
VPU Vanguard Utilities ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.1 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XSW SPDR S&P Software & Services ETF
0%
$0 
CALI China Auto Logistics Inc.
0%
-$2.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$114,836.32 
ORCL Oracle Corporation
-3.69%
-$12,599.35 
AMZN Amazon.com Inc
-2.09%
-$119,199.34 
AAPL Apple Inc.
-1.09%
-$95,799.95 
FDN First Trust Dow Jones Internet Index Fund
-0.96%
-$2,669.5 
MO Altria Group, Inc.
-0.78%
-$2,336.82 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$1,589.94 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$365,529.71 
NVDA NVIDIA Corporation
-0.02%
-$779.55 
DFCA Dimensional California Municipal Bond ETF
0%
-$5.2 
IYY iShares Dow Jones U.S. ETF
0%
-$9.4 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1089 | Longs Won 728/1089 66% | Profit Factor 6.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $750,135.26 |
| Average Win $140,137.97 | Best Trade (Aug 14) $15.57M | Sharpe Ratio -10.43 |
| Average Loss -$45,564.3 | Worst Trade (Jun 30) -$1.47M | Z-Score 5.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 5d | Expectancy $78,578.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,597 | $5.51M | $8.72M | - | $3.2M | 58.12% | -1.087% |
| ABBV AbbVie Inc. | 8,694 | $1.33M | $2.16M | - | $826,119.98 | 62.13% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,560 | $1.03M | $1.03M | - | -$280.52 | -0.03% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 3,916 | $1.01M | $988,515.88 | - | -$24,905.81 | -2.46% | 0.0 |
| AMAT Applied Materials, Inc. | 322 | $232,806 | $168,122.64 | - | -$64,683.36 | -27.78% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 865 | $502,487 | $406,169.4 | - | -$96,317.6 | -19.17% | 0.0 |
| AMZN Amazon.com Inc | 20,481 | $3.89M | $5.58M | - | $1.68M | 43.3% | -2.093% |
| AVGO Broadcom Inc. | 1,231 | $412,911.85 | $519,974.4 | - | $107,062.55 | 25.93% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 3,963 | $397,213.79 | $503,301 | - | $106,087.21 | 26.71% | 0.0 |
| BA Boeing Company | 8,539 | $1.6M | $1.99M | - | $389,347.48 | 24.3% | +0.193% |
| BALI iShares Adaptive Large Cap ETF | 19,943 | $674,668 | $698,204.43 | - | $23,536.43 | 3.49% | 0.0 |
| BB BlackBerry Ltd. | 33,375 | $149,060.07 | $294,701.25 | - | $145,641.18 | 97.71% | 0.0 |
| BDX Becton, Dickinson and Company | 2,130 | $313,446.54 | $382,611.9 | - | $69,165.36 | 22.07% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,345 | $645,689.47 | $712,069.9 | - | $66,380.43 | 10.28% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 4,526 | $350,211.5 | $350,583.96 | - | $372.46 | 0.11% | 0.0 |
| CALI China Auto Logistics Inc. | 10,250 | $516,944.8 | $516,341.7 | - | -$603.1 | -0.12% | 0.0 |
| CAT Caterpillar Inc. | 353 | $250,214 | $295,665.74 | - | $45,451.74 | 18.17% | 0.0 |
| COST Costco Wholesale Corporation | 1,284 | $877,143.93 | $1.22M | - | $346,187.07 | 39.47% | 0.0 |
| CRM Salesforce Inc | 1,924 | $496,241.42 | $380,009.24 | - | -$116,232.18 | -23.42% | 0.0 |
| CSCO Cisco Systems, Inc. | 4,056 | $252,474.87 | $497,143.92 | - | $244,669.05 | 96.91% | 0.0 |
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 Venkatram Krishnamurthy?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $13.3M, Meta Platforms Inc Class A - $2.33M, AT&T Inc - $1.4M, Verizon Communications Inc - $1.21M, and Shopify Inc - $1.06M. 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: Leggett & Platt, Inc - $3.71M, Alibaba Group Holding Limited SP ADR - $2.92M, Intel Corporation - $1.05M, Walgreens Boots Alliance Inc - $441,766.42, and Boeing Company - $400,456.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Venkatram Krishnamurthy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.03M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $5.06M, SPDR DoubleLine Total Return Tactical ETF - $841,123, AT&T Inc - $800,908.61, iShares 20+ Year Treasury Bond ETF - $793,019.34, and Verizon Communications Inc - $563,533.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Venkatram Krishnamurthy's monthly returns?
Venkatram Krishnamurthy'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 Venkatram Krishnamurthy's strategy be considered aggressive or moderate?
Venkatram Krishnamurthy'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 Venkatram Krishnamurthy's strategy?
Venkatram Krishnamurthy'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.
