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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #237,251 out of 808,802 TipRanks' Investors
Success Rate
58%
143 out of 245
profitable transactions
Average Return
10.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.68%
6-Month Return▲ 15.68%
12-Month Return▲ 25.94%
YTD Return▲ 17.79%
Total Return▲ 12.68%

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

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.30%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.19%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.64%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.60%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.86%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.30%
▲ 6.03%▲ 2.69%▲ 0.35%
▼ 12.86%▼ 1.27%▼ 1.60%
▼ 1.80%▼ 5.57%▼ 4.19%
▲ 1.84%▼ 0.87%▲ 7.52%
▲ 12.20%▲ 6.28%▲ 5.64%
▲ 6.24%▲ 5.14%▲ 7.60%
▲ 14.83%▲ 1.65%▲ 1.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
1.34%
▲ 87.92%
7
Open
Jul 13, 2025
Microsoft
6.86%
▲ 6.67%
8
Buy
May 28, 2025
Analog Devices
3.46%
▲ 23.90%
2
Buy
May 28, 2025
Fiserv
1.92%
▼ 9.32%
4
Buy
May 16, 2025
Regulus
▲ 360.23%
2
Close
May 16, 2025
GE Vernova Inc.
5.46%
▲ 53.90%
2
Buy
May 16, 2025
Netflix
3.66%
▲ 4.37%
5
Sell
Apr 24, 2025
Roblox
▼ 1.60%
3
Close
Apr 23, 2025
Tempus AI, Inc. Class A
0.46%
▲ 22.40%
1
Open
Apr 23, 2025
Marvell
0.83%
▲ 39.40%
1
Open
Apr 18, 2025
Fastenal Company
0.88%
▲ 13.09%
1
Open
Apr 18, 2025
Honeywell International
1.37%
▲ 21.87%
1
Open
Apr 18, 2025
Home Depot
1.38%
▲ 1.75%
1
Open
Apr 18, 2025
ON Semiconductor
▼ 26.82%
4
Close
Apr 12, 2025
Texas Instruments
1.25%
▲ 39.67%
3
Open
Apr 12, 2025
Apple
1.21%
▼ 1.91%
3
Sell
Apr 12, 2025
10x Genomics
0.29%
▲ 47.03%
2
Buy
Apr 12, 2025
Amazon
3%
▼ 7.07%
8
Buy
Apr 09, 2025
Aon
1.36%
▼ 2.66%
3
Open
Apr 09, 2025
Applied Materials
1.48%
▲ 40.61%
4
Buy
Apr 09, 2025