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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #262,583 out of 818,742 TipRanks' Investors
Success Rate
59%
146 out of 247
profitable transactions
Average Return
10.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.44%
6-Month Return▲ 24.23%
12-Month Return▲ 27.82%
YTD Return▲ 18.20%
Total Return▲ 13.07%

Best Trade

Opened at
Closed at
Gain▲ 360.23%

Bio

I invest in growth value-oriented names. Focusing on strong fundamentals and potential breakouts with a margin of safety.

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.19%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.56%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.65%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.60%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.72%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.02%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 0.48%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.60%
▼ 1.80%▼ 5.57%▼ 4.19%
▲ 1.84%▼ 0.87%▲ 7.56%
▲ 12.20%▲ 6.28%▲ 5.65%
▲ 6.24%▲ 5.14%▲ 7.60%
▲ 27.91%▲ 2.30%▲ 1.72%
▲ 4.87%▲ 2.05%▼ 0.02%
▲ 8.21%▲ 2.19%▲ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
3%
▼ 5.75%
9
Sell
Aug 05, 2025
Fiserv
▼ 21.01%
5
Close
Aug 05, 2025
Netflix
▼ 4.31%
6
Close
Aug 05, 2025
SPDR Gold Shares
3.64%
▲ 31.83%
5
Sell
Aug 05, 2025
Apple
0.52%
▲ 11.75%
4
Sell
Aug 05, 2025
CAVA Group, Inc.
1.48%
▼ 36.99%
4
Buy
Aug 05, 2025
GE Vernova Inc.
1.33%
▲ 66.01%
3
Sell
Aug 05, 2025
Analog Devices
3.19%
▲ 27.15%
3
Sell
Aug 05, 2025
Fastenal Company
▲ 12.53%
2
Close
Aug 05, 2025
Arista Networks
0.93%
▲ 20.93%
1
Open
Aug 05, 2025
Meta Platforms
1.68%
▲ 90.50%
7
Open
Jul 13, 2025
Microsoft
7.71%
▲ 6.56%
8
Buy
May 28, 2025
Regulus
▲ 360.23%
2
Close
May 16, 2025
Roblox
▼ 1.60%
3
Close
Apr 23, 2025
Tempus AI, Inc. Class A
0.75%
▲ 74.47%
1
Open
Apr 23, 2025
Marvell
0.92%
▲ 37.41%
1
Open
Apr 18, 2025
Honeywell International
1.37%
▲ 8.78%
1
Open
Apr 18, 2025
Home Depot
1.8%
▲ 18.85%
1
Open
Apr 18, 2025
ON Semiconductor
▼ 26.82%
4
Close
Apr 12, 2025
Texas Instruments
1.17%
▲ 27.98%
3
Open
Apr 12, 2025