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:
116.88%
Gain +0.18%
Monthly
1.35%
Yearly
17.5%
Drawdown
26.64%
$594.51M
Equity
Holdings
$594.51M
Investment
$457.25M
$138.4M
Profit +$422,789.56
Realized
$1.14M
Unrealized
$137.26M
Dividends
$25.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$422,789.56
Win %
81%
This Week
Compared To Last Week
Gain
0.57%
Profit
$3.36M
Win %
81%
This Month
Compared to last month
Gain
-0.35%
Profit
-$2.1M
Win %
81%
This Year
Compared to last year
Gain
10.58%
Profit
$56.89M
Win %
80%
PLTR Palantir Technologies Inc.
+2.85%
+$6,562.08 
AVGO Broadcom Inc.
+2.27%
+$17,402.24 
MSFT Microsoft Corp.
+2.1%
+$71,919.99 
GOOG Alphabet Inc
+1.87%
+$32,651.19 
GOOGL Alphabet Inc
+1.79%
+$43,889.87 
IBIT iShares Bitcoin Trust
+1.39%
+$4,100.1 
AMZN Amazon.com Inc
+1.12%
+$30,248.4 
T AT&T Inc.
+0.94%
+$2,547.33 
TJX The TJX Companies, Inc.
+0.92%
+$3,960.59 
XOM Exxon Mobil Corporation
+0.77%
+$3,212.52 
V Visa Inc. Class A
+0.77%
+$5,986.75 
XNTK SPDR NYSE Technology ETF
+0.75%
+$2,472 
ABT Abbott Laboratories
+0.7%
+$2,717.17 
RTX RTX Corporation
+0.69%
+$1,393.84 
META Meta Platforms Inc Class A
+0.68%
+$39,483.77 
EEM iShares MSCI Emerging Markets ETF
+0.62%
+$1,659.45 
IEMG iShares Core MSCI Emerging Markets ETF
+0.5%
+$3,403.01 
HON Honeywell International Inc.
+0.41%
+$486.86 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$5,340.16 
IWF iShares Russell 1000 Growth ETF
+0.29%
+$11,233.2 
VUG Vanguard Growth ETF
+0.29%
+$2,266.74 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.28%
+$1,168.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$4,458.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.19%
+$443.38 
ETN Eaton Corporation plc
+0.16%
+$527.93 
GWRE GUIDEWIRE SOFTWARE INC
+0.12%
+$516.06 
NVDA NVIDIA Corporation
+0.12%
+$4,140.48 
LMT Lockheed Martin Corporation
+0.09%
+$217.8 
ESGV Vanguard ESG U.S. Stock ETF
+0.04%
+$1,016.4 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$221.39 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$1,504.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$30.14 
SHV iShares Short Treasury Bond ETF
+0.01%
+$526.2 
BRK-B Berkshire Hathaway Inc.
0%
$0 
FTNY Franklin New York Municipal Income ETF
0%
$0 
SAVA Cassava Sciences Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ATNM Actinium Pharmaceuticals Inc.
-4.21%
-$853.6 
LAD Lithia Motors Inc.
-2.51%
-$20,038.11 
TSLA Tesla, Inc.
-2.45%
-$19,445.88 
MRK Merck & Co., Inc.
-2.38%
-$5,392.96 
EXP Eagle Materials Inc.
-2.34%
-$6,604.13 
LLY Eli Lilly and Company
-2.29%
-$27,134.99 
AI C3.ai Inc.
-2.27%
-$2,140 
FCNCA First Citizens BancShares, Inc.
-2.2%
-$13,204.75 
LRCX Lam Research Corporation
-1.94%
-$18,470.98 
CAT Caterpillar Inc.
-1.92%
-$11,869.45 
BA Boeing Company
-1.9%
-$18,854.64 
NFLX Netflix, Inc.
-1.87%
-$6,386.79 
KLAC KLA Corporation
-1.8%
-$5,768.22 
F Ford Motor Company
-1.76%
-$2,544.25 
HD The Home Depot, Inc.
-1.72%
-$8,832.45 
AAPL Apple Inc.
-1.71%
-$186,773.92 
WMT Walmart Inc.
-1.54%
-$3,347.52 
TRNO Terreno Realty Corporation
-1.49%
-$31,659.31 
PEP PepsiCo, Inc.
-1.47%
-$2,607.82 
JNJ Johnson & Johnson
-1.3%
-$3,033.39 
VGK Vanguard FTSE Europe ETF
-0.91%
-$5,241.35 
AXP American Express Company
-0.91%
-$3,337.89 
PSEC Prospect Capital Corporation
-0.88%
-$409.34 
JPM JPMorgan Chase & Co.
-0.79%
-$12,783.24 
PG Procter & Gamble Co
-0.75%
-$1,649.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.7%
-$81,897.5 
DFIV Dimensional International Value ETF
-0.69%
-$2,929.08 
HTFL HeartFlow, Inc.
-0.68%
-$1,700 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,918.05 
VNQ Vanguard Real Estate ETF
-0.63%
-$6,025.95 
EFA iShares MSCI EAFE ETF
-0.63%
-$4,091.1 
AMAT Applied Materials, Inc.
-0.6%
-$2,453.58 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$1,809.33 
IEFA iShares Core MSCI EAFE ETF
-0.59%
-$16,219.35 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$2,037.32 
VIG Vanguard Dividend Appreciation ETF
-0.58%
-$7,158.25 
ABBV AbbVie Inc.
-0.56%
-$10,358.33 
SDY SPDR S&P Dividend ETF
-0.56%
-$2,681.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.55%
-$1,453.8 
DVY iShares Select Dividend ETF
-0.55%
-$4,222.34 
IVE ISHARES S&P 500 VALUE ETF
-0.51%
-$4,870.35 
IJS iShares S&P Small-Cap 600 Value ETF
-0.5%
-$2,469.51 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$231,802.8 
CSCO Cisco Systems, Inc.
-0.5%
-$3,859.47 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.45%
-$2,682.99 
VB Vanguard Small-Cap ETF
-0.45%
-$22,162.09 
VXF Vanguard Extended Market ETF
-0.45%
-$193,948.2 
IJR iShares Core S&P Small-Cap ETF
-0.42%
-$10,147.54 
VTV Vanguard Value ETF
-0.42%
-$65,590.82 
SCHF Schwab International Equity ETF
-0.41%
-$2,682.35 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$2,319.47 
SCHV Schwab U.S. Large-Cap Value ETF
-0.4%
-$2,044.31 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.4%
-$2,250 
VYM Vanguard High Dividend Yield ETF
-0.38%
-$5,646.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$1,795.79 
AIZ Assurant Inc.
-0.38%
-$3,807.3 
IWD iShares Russell 1000 Value ETF
-0.36%
-$7,929.9 
IWO iShares Russell 2000 Growth ETF
-0.34%
-$892.5 
VSGX Vanguard ESG International Stock ETF
-0.3%
-$8,000.4 
COST Costco Wholesale Corporation
-0.3%
-$959.37 
FRDM Freedom 100 Emerging Markets ETF
-0.29%
-$56,287.88 
IXUS iShares Core International Stock ETF
-0.29%
-$3,215.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.28%
-$17,089.67 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.27%
-$5,646.24 
VO Vanguard Mid-Cap ETF
-0.27%
-$9,698.22 
VEU Vanguard FTSE All-World ex-US ETF
-0.26%
-$5,630.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$1,711.71 
MCD McDonald's Corporation
-0.25%
-$885.37 
SCHA Schwab U.S. Small-Cap ETF
-0.23%
-$561.28 
MRSH Marsh & McLennan Companies, Inc.
-0.23%
-$1,215.06 
IAU iShares Gold Trust
-0.21%
-$871.52 
TIP iShares TIPS Bond ETF
-0.21%
-$417.45 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$1,710.45 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.2%
-$39,876.24 
VTEB Vanguard Tax-Exempt Bond ETF
-0.17%
-$793.73 
VT Vanguard Total World Stock ETF
-0.17%
-$3,358.42 
ISHG iShares 3 Year International Treasury Bond ETF
-0.14%
-$6,366.73 
DFAU Dimensional US Core Equity Market ETF
-0.14%
-$1,516.69 
AVUS Avantis U.S. Equity ETF
-0.13%
-$1,267.69 
LIN Linde plc
-0.11%
-$277.24 
SCHB Schwab U.S. Broad Market ETF
-0.09%
-$342.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$1,059.24 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$13,872.18 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$48,208.92 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$270.12 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$18,869.34 
IWB iShares Russell 1000 ETF
-0.05%
-$470.4 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$873.9 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.04%
-$96.08 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$1,724.51 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$2,170.21 
VOO Vanguard S&P 500 ETF
-0.03%
-$38,626.15 
IVV iShares Core S&P 500 ETF
-0.01%
-$894.6 Events
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Dividends
Dividend Analysis
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| Trades 1031 | Longs Won 722/1031 70% | Profit Factor 17.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $602,422.21 |
| Average Win $203,013.79 | Best Trade (Jul 22) $13.78M | Sharpe Ratio -11.64 |
| Average Loss -$26,458.75 | Worst Trade (Jun 29) -$917,447 | Z-Score 14.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $134,238.8 |
| 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
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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 - $4.79M, Vanguard S&P 500 ETF - $4.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.79M, iShares Short Treasury Bond ETF - $1.43M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.25M. 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, UnitedHealth Group Incorporated - $109,014.56, Cerus Corporation - $73,051.44, Vanguard FTSE Emerging Markets ETF - $57,643.79, and Vanguard Tax-Exempt Bond ETF - $46,857.12. 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 $25.58M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $5.07M, Vanguard S&P 500 ETF - $4.19M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.82M, iShares Short Treasury Bond ETF - $1.44M, and Vanguard Intermediate-Term Treasury Fund - $1.38M. 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.
