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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #236,869 out of 829,418 TipRanks' Investors
Success Rate
59%
146 out of 247
profitable transactions
Average Return
11.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.37%
6-Month Return▲ 14.26%
12-Month Return▲ 26.41%
YTD Return▲ 21.73%
Total Return▲ 16.45%

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

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 7.56%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.65%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.60%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.14%
Oct 2025
▼ 9.41%
▼ 4.33%
▼ 2.69%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 7.56%
▲ 11.63%▲ 6.28%▲ 5.65%
▲ 9.25%▲ 5.14%▲ 7.60%
▲ 7.60%▲ 2.30%▲ 1.72%
▲ 2.76%▲ 2.05%▼ 0.02%
▲ 12.88%▲ 3.56%▲ 3.10%
▲ 10.96%▲ 2.38%▲ 3.14%
▼ 9.41%▼ 4.33%▼ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
2.79%
▼ 7.61%
9
Sell
Aug 05, 2025
Fiserv
▼ 21.01%
5
Close
Aug 05, 2025
Netflix
▼ 4.31%
6
Close
Aug 05, 2025
SPDR Gold Shares
3.95%
▲ 46.42%
5
Sell
Aug 05, 2025
Apple
0.57%
▲ 27.07%
4
Sell
Aug 05, 2025
CAVA Group, Inc.
1.13%
▼ 50.59%
4
Buy
Aug 05, 2025
GE Vernova Inc.
1.17%
▲ 50.16%
3
Sell
Aug 05, 2025
Analog Devices
2.94%
▲ 19.93%
3
Sell
Aug 05, 2025
Fastenal Company
▲ 12.53%
2
Close
Aug 05, 2025
Arista Networks
0.74%
▼ 0.58%
1
Open
Aug 05, 2025
Meta Platforms
1.25%
▲ 84.22%
7
Open
Jul 13, 2025
Microsoft
6.97%
▲ 1.57%
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
0.59%
▲ 41.86%
1
Open
Apr 23, 2025
Marvell
0.98%
▲ 50.03%
1
Open
Apr 18, 2025
Honeywell International
1.2%
▲ 4.27%
1
Open
Apr 18, 2025
Home Depot
1.45%
▼ 2.15%
1
Open
Apr 18, 2025
ON Semiconductor
▼ 26.82%
4
Close
Apr 12, 2025
Texas Instruments
1.01%
▲ 21.43%
3
Open
Apr 12, 2025