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EDGR - New Portfolio

BRENNAN THOMAS

EDGR
Individual Investor
Ranked #256,627 out of 858,971 TipRanks' Investors
Success Rate
57%
140 out of 247
profitable transactions
Average Return
16.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.85%
6-Month Return▲ 13.77%
12-Month Return▲ 47.74%
YTD Return▲ 8.87%
Total Return▲ 32.39%

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%
▲ 12.88%
▲ 3.56%
▲ 3.10%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.43%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.81%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.22%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 6.17%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.10%
▲ 10.96%▲ 2.38%▲ 3.14%
▼ 3.68%▲ 0.19%▲ 1.18%
▼ 0.10%▲ 0.08%▲ 0.43%
▲ 4.06%▲ 1.47%▲ 3.81%
▼ 1.12%▼ 0.86%▲ 4.22%
▲ 0.60%▼ 4.94%▼ 5.22%
▲ 7.53%▲ 5.50%▲ 6.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
2.8%
▼ 4.35%
9
Sell
Aug 05, 2025
Fiserv
▼ 21.01%
5
Close
Aug 05, 2025
Netflix
▼ 4.31%
6
Close
Aug 05, 2025
SPDR Gold Shares
4.23%
▲ 70.32%
5
Sell
Aug 05, 2025
Apple
0.5%
▲ 21.43%
4
Sell
Aug 05, 2025
CAVA Group, Inc.
1.8%
▼ 14.95%
4
Buy
Aug 05, 2025
GE Vernova Inc.
1.93%
▲ 168.11%
3
Sell
Aug 05, 2025
Analog Devices
4.08%
▲ 81.88%
3
Sell
Aug 05, 2025
Fastenal Company
▲ 12.53%
2
Close
Aug 05, 2025
Arista Networks
0.89%
▲ 28.70%
1
Open
Aug 05, 2025
Meta Platforms
1.23%
▲ 85.66%
7
Open
Jul 13, 2025
Microsoft
5.23%
▼ 10.26%
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
0.36%
▼ 7.20%
1
Open
Apr 23, 2025
Marvell
1.53%
▲ 154.65%
1
Open
Apr 18, 2025
Honeywell International
1.36%
▲ 28.84%
1
Open
Apr 18, 2025
Home Depot
1.33%
▼ 1.49%
1
Open
Apr 18, 2025
ON Semiconductor
▼ 26.82%
4
Close
Apr 12, 2025
Texas Instruments
1.26%
▲ 41.36%
3
Open
Apr 12, 2025