Adam Grossman Portfolio
Invests via Mayport LLC | Managed by Adam M. Grossman
Invests via Mayport LLC
Managed by Adam M. Grossman
Automatically Tracked
Adam Grossman Profile
Adam Grossman is a seasoned entrepreneur with a dynamic track record in the technology sector. With extensive experience founding and leading startups, he has successfully driven innovative products from concept to market. His expertise lies in creating solutions that address key challenges in industries ranging from software development to digital transformation. Notably, his leadership has attracted strategic partnerships and investment opportunities, further cementing his reputation as a forward-thinking executive. Adam's ability to navigate complex market dynamics makes him an influential figure within venture capital circles, where he plays an essential role in connecting emerging businesses with growth capital.
Adam Grossman is a seasoned entrepreneur with a dynamic track record in the technology sector. With extensive experience founding and leading startups, he has successfully driven innovative products from concept to market. His expertise lies in creating solutions that address key challenges in industries ranging from software development to digital transformation. Notably, his leadership has attracted strategic partnerships and investment opportunities, further cementing his reputation as a forward-thinking executive. Adam's ability to navigate complex market dynamics makes him an influential figure within venture capital circles, where he plays an essential role in connecting emerging businesses with growth capital.
Investment Philosophy & Strategy
Through a keen understanding of technological trends, Adam Grossman strategically identifies high-potential investment opportunities within emerging markets. His entrepreneurial journey has honed an acute awareness of the startup ecosystem, allowing for thoughtful engagements with innovative companies that demonstrate scalability and disruptive potential. By leveraging his extensive network, he fosters collaboration among key stakeholders while prioritizing ventures that are well-positioned to meet evolving consumer demands. This proactive stance not only enhances the growth trajectory of portfolio companies but also establishes them as formidable players in their respective sectors.
Through a keen understanding of technological trends, Adam Grossman strategically identifies high-potential investment opportunities within emerging markets. His entrepreneurial journey has honed an acute awareness of the startup ecosystem, allowing for thoughtful engagements with innovative companies that demonstrate scalability and disruptive potential. By leveraging his extensive network, he fosters collaboration among key stakeholders while prioritizing ventures that are well-positioned to meet evolving consumer demands. This proactive stance not only enhances the growth trajectory of portfolio companies but also establishes them as formidable players in their respective sectors.
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:
128.4%
Gain -1.11%
Monthly
1.36%
Yearly
17.55%
Drawdown
26.68%
$648.46M
Equity
Holdings
$648.46M
Investment
$505.27M
$143.83M
Profit -$3.03M
Realized
$634,977.79
Unrealized
$143.2M
Dividends
$26.25M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.11%
Profit
-$3.03M
Win %
77%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$7.86M
Win %
77%
This Month
Compared to last month
Gain
-0.68%
Profit
-$4.42M
Win %
77%
This Year
Compared to last year
Gain
0.64%
Profit
$4.14M
Win %
77%
PLTR Palantir Technologies Inc.
+10.31%
+$105,693.84 
GWRE GUIDEWIRE SOFTWARE INC
+6.58%
+$30,175.15 
HTFL HeartFlow, Inc.
+6%
+$19,560 
GLW Corning Incorporated
+5.41%
+$22,517.49 
PSEC Prospect Capital Corporation
+5.2%
+$1,733.05 
TSLA Tesla, Inc.
+2.83%
+$19,006.42 
KLAC KLA Corporation
+2.53%
+$6,929.61 
NVDA NVIDIA Corporation
+2.28%
+$120,338.6 
IAU iShares Gold Trust
+2.25%
+$9,804.6 
AMAT Applied Materials, Inc.
+2.24%
+$8,604.97 
LRCX Lam Research Corporation
+1.82%
+$15,962.76 
VXF Vanguard Extended Market ETF
+1.76%
+$825,627.08 
HD The Home Depot, Inc.
+1.74%
+$9,347.82 
AVGO Broadcom Inc.
+1.65%
+$14,229.89 
ATNM Actinium Pharmaceuticals Inc.
+1.65%
+$286 
XNTK SPDR NYSE Technology ETF
+1.61%
+$5,500.78 
AMGN Amgen Inc.
+1.51%
+$3,518.62 
IWO iShares Russell 2000 Growth ETF
+1.5%
+$4,046 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$3,664.36 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$4,881.19 
MDY SPDR S&P MidCap 400 ETF Trust
+1.36%
+$13,627.85 
VB Vanguard Small-Cap ETF
+1.32%
+$72,957.52 
EXP Eagle Materials Inc.
+1.31%
+$3,789.49 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.29%
+$5,512.04 
MS Morgan Stanley
+1.18%
+$4,646.88 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$21,679.08 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$2,771.32 
VSGX Vanguard ESG International Stock ETF
+1.14%
+$29,229.9 
EFA iShares MSCI EAFE ETF
+1.11%
+$7,489.86 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$3,470.95 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$31,016.01 
IWM iShares Russell 2000 ETF
+1.09%
+$2,372.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$563,032.08 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.07%
+$5,593.2 
SCHF Schwab International Equity ETF
+1.04%
+$7,071.65 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$71,043.36 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$22,687.66 
IXUS iShares Core International Stock ETF
+1.01%
+$11,550.76 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$2,119.74 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$2,659.39 
BA Boeing Company
+0.95%
+$8,065.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$2,216.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.91%
+$4,475 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$36,467.2 
TRNO Terreno Realty Corporation
+0.88%
+$11,487 
JNJ Johnson & Johnson
+0.88%
+$3,631.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$20,281.56 
VT Vanguard Total World Stock ETF
+0.86%
+$18,194.84 
IBIT iShares Bitcoin Trust
+0.85%
+$2,516.89 
MO Altria Group, Inc.
+0.85%
+$1,642.78 
VGK Vanguard FTSE Europe ETF
+0.85%
+$5,080.92 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$5,922.15 
ABBV AbbVie Inc.
+0.83%
+$14,638.94 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$21,936.31 
AMZN Amazon.com Inc
+0.8%
+$23,450.15 
VUG Vanguard Growth ETF
+0.8%
+$24,039.89 
UNH UnitedHealth Group Incorporated
+0.77%
+$2,042.49 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$18,197.6 
SCHB Schwab U.S. Broad Market ETF
+0.76%
+$3,082.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$4,300 
IWB iShares Russell 1000 ETF
+0.74%
+$7,291.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.72%
+$10,680.67 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$294,085.73 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$2,903.79 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$3,347.66 
VO Vanguard Mid-Cap ETF
+0.67%
+$24,808.85 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.67%
+$1,701.9 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$5,983.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$68,545.97 
GS The Goldman Sachs Group, Inc.
+0.64%
+$1,883.84 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$7,366.78 
SDY SPDR S&P Dividend ETF
+0.63%
+$3,074.91 
DFIV Dimensional International Value ETF
+0.61%
+$2,688.35 
IVV iShares Core S&P 500 ETF
+0.6%
+$47,508.5 
VOO Vanguard S&P 500 ETF
+0.59%
+$917,216.66 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$93,402.48 
NFLX Netflix, Inc.
+0.58%
+$1,986.6 
IWD iShares Russell 1000 Value ETF
+0.57%
+$13,097.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.56%
+$69,452.6 
ISHG iShares 3 Year International Treasury Bond ETF
+0.53%
+$23,658.13 
DVY iShares Select Dividend ETF
+0.52%
+$4,010.13 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$7,865.9 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$4,821.53 
SCHV Schwab U.S. Large-Cap Value ETF
+0.46%
+$1,856.48 
CSCO Cisco Systems, Inc.
+0.45%
+$3,714.12 
VTV Vanguard Value ETF
+0.43%
+$69,184.02 
VNQ Vanguard Real Estate ETF
+0.41%
+$3,835.19 
AVUS Avantis U.S. Equity ETF
+0.41%
+$3,953.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$1,898.48 
T AT&T Inc.
+0.36%
+$1,113.33 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$4,301.89 
JPM JPMorgan Chase & Co.
+0.33%
+$5,554.04 
META Meta Platforms Inc Class A
+0.33%
+$17,008.85 
AAPL Apple Inc.
+0.29%
+$30,314.92 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$1,307.32 
FTNY Franklin New York Municipal Income ETF
+0.26%
+$416.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.23%
+$1,507.9 
FRDM Freedom 100 Emerging Markets ETF
+0.2%
+$39,857.61 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$39,756.64 
MRK Merck & Co., Inc.
+0.16%
+$405.42 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$115,302.15 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.14%
+$2,851.35 
VZ Verizon Communications Inc.
+0.13%
+$286.8 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.11%
+$7,343.32 
ETN Eaton Corporation plc
+0.11%
+$387.37 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.08%
+$16,814.4 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$699.12 
SHV iShares Short Treasury Bond ETF
+0.04%
+$4,210.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$238.97 
MSFT Microsoft Corp.
+0.01%
+$315.48 
SAVA Cassava Sciences Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AIZ Assurant Inc.
-2.35%
-$25,200.63 
V Visa Inc. Class A
-2.18%
-$17,261.75 
CAT Caterpillar Inc.
-1.72%
-$9,766.02 
XOM Exxon Mobil Corporation
-1.22%
-$5,739.92 
GE General Electric Company
-1.2%
-$2,763 
AMD Advanced Micro Devices, Inc.
-1.19%
-$3,305.99 
GOOGL Alphabet Inc
-0.98%
-$27,573 
FCNCA First Citizens BancShares, Inc.
-0.93%
-$5,097.13 
GOOG Alphabet Inc
-0.91%
-$15,604.08 
MRSH Marsh & McLennan Companies, Inc.
-0.91%
-$5,080.25 
PG Procter & Gamble Co
-0.82%
-$1,824.37 
MCD McDonald's Corporation
-0.64%
-$2,071.45 
LLY Eli Lilly and Company
-0.58%
-$6,811.96 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$11,571.58 
AXP American Express Company
-0.47%
-$1,728.01 
TJX The TJX Companies, Inc.
-0.47%
-$1,997.75 
MU Micron Technology, Inc.
-0.44%
-$1,036.14 
WMT Walmart Inc.
-0.22%
-$463.75 
LAD Lithia Motors Inc.
-0.14%
-$1,283.6 
COST Costco Wholesale Corporation
-0.14%
-$447.45 
ABT Abbott Laboratories
-0.14%
-$613.5 
LIN Linde plc
-0.05%
-$109.94 Events
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Dividends
Dividend Analysis
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| Trades 1127 | Longs Won 777/1127 68% | Profit Factor 14.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $598,092.61 |
| Average Win $198,353.07 | Best Trade (Aug 14) $15.18M | Sharpe Ratio -12.23 |
| Average Loss -$29,393.85 | Worst Trade (Jun 29) -$917,447 | Z-Score 14.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $127,624.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,951 | $6.77M | $10.32M | - | $3.55M | 52.48% | +0.294% |
| ABBV AbbVie Inc. | 7,247 | $1.13M | $1.78M | - | $656,227.13 | 58.29% | +0.828% |
| ABT Abbott Laboratories | 4,090 | $518,590.02 | $440,942.9 | - | -$77,647.12 | -14.97% | -0.139% |
| AIZ Assurant Inc. | 3,626 | $565,148.36 | $1.05M | - | $484,397.38 | 85.71% | -2.345% |
| AMAT Applied Materials, Inc. | 728 | $248,823.12 | $392,610.39 | - | $143,787.27 | 57.79% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 570 | $331,118.68 | $275,583.61 | - | -$55,535.07 | -16.77% | -1.185% |
| AMGN Amgen Inc. | 574 | $207,856.88 | $235,902.53 | - | $28,045.65 | 13.49% | +1.514% |
| AMZN Amazon.com Inc | 10,757 | $1.85M | $2.95M | - | $1.11M | 59.9% | +0.801% |
| ATNM Actinium Pharmaceuticals Inc. | 22,000 | $35,200 | $17,600 | - | -$17,600 | -50% | +1.652% |
| AVGO Broadcom Inc. | 2,046 | $466,765.43 | $874,716.13 | - | $407,950.7 | 87.4% | +1.654% |
| AVUS Avantis U.S. Equity ETF | 7,459 | $829,325.42 | $978,247.78 | - | $148,922.36 | 17.96% | +0.406% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,012 | $443,205.64 | $509,095.52 | - | $65,889.88 | 14.87% | +0.374% |
| AXP American Express Company | 1,080 | $398,119.5 | $368,280 | - | -$29,839.5 | -7.5% | -0.467% |
| BA Boeing Company | 3,666 | $729,643.98 | $859,273.74 | - | $129,629.76 | 17.77% | +0.947% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 8,870 | $684,542.44 | $671,547.7 | - | -$12,994.74 | -1.9% | +0.225% |
| BRK-B Berkshire Hathaway Inc. | 4,118 | $1.74M | $2.15M | - | $404,391.97 | 23.18% | -0.536% |
| CAT Caterpillar Inc. | 663 | $221,832.38 | $558,398.48 | - | $336,566.1 | 151.72% | -1.719% |
| COST Costco Wholesale Corporation | 329 | $312,417.35 | $311,822.9 | - | -$594.45 | -0.19% | -0.143% |
| CSCO Cisco Systems, Inc. | 6,878 | $424,533.15 | $835,126.76 | - | $410,593.61 | 96.72% | +0.447% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 19,945 | $794,106.35 | $915,874.4 | - | $121,768.05 | 15.33% | +0.658% |
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FAQ
Which stocks have generated the highest profits for Adam Grossman?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Treasury Fund - $5.25M, Vanguard S&P 500 ETF - $4.02M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.79M, iShares Short Treasury Bond ETF - $1.5M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.27M. 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: Intuit Inc - $909,763, Shopify Inc - $128,361.69, UnitedHealth Group Incorporated - $109,014.56, Honeywell International Inc - $103,248.82, and C3.ai Inc - $97,271.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Grossman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.25M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $5.53M, Vanguard S&P 500 ETF - $4.11M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.82M, Vanguard Intermediate-Term Treasury Fund - $1.53M, and iShares Short Treasury Bond ETF - $1.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Grossman's monthly returns?
Adam Grossman'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 Adam Grossman's strategy be considered aggressive or moderate?
Adam Grossman'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 Adam Grossman's strategy?
Adam Grossman'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.
