AG
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:
32.94%
Gain +0.37%
Monthly
0.4%
Yearly
4.88%
Drawdown
14.21%
$593.62M
Equity
Holdings
$593.62M
Investment
$457.59M
$137.12M
Profit +$2.5M
Realized
$1.08M
Unrealized
$136.03M
Dividends
$23.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.37%
Profit
$2.5M
Win %
81%
This Week
Compared To Last Week
Gain
0.15%
Profit
$890,457.52
Win %
81%
This Month
Compared to last month
Gain
-0.83%
Profit
-$4.94M
Win %
81%
This Year
Compared to last year
Gain
4.63%
Profit
$29.91M
Win %
80%
SAVA Cassava Sciences Inc.
+8.33%
+$1,474 
HTFL HeartFlow, Inc.
+4.92%
+$15,100 
GS The Goldman Sachs Group, Inc.
+3.35%
+$9,900.9 
KLAC KLA Corporation
+2.71%
+$9,849.58 
HON Honeywell International Inc.
+2.69%
+$6,169.13 
PSEC Prospect Capital Corporation
+2.63%
+$1,234.2 
JPM JPMorgan Chase & Co.
+2.43%
+$36,285.96 
T AT&T Inc.
+1.98%
+$5,653.83 
V Visa Inc. Class A
+1.97%
+$13,704.24 
CAT Caterpillar Inc.
+1.83%
+$11,563.2 
SCHA Schwab U.S. Small-Cap ETF
+1.64%
+$3,964.04 
FCNCA First Citizens BancShares, Inc.
+1.55%
+$9,319.19 
IJR iShares Core S&P Small-Cap ETF
+1.49%
+$34,698.04 
LIN Linde plc
+1.47%
+$3,623.48 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.46%
+$8,596.53 
IJS iShares S&P Small-Cap 600 Value ETF
+1.46%
+$6,996.94 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.45%
+$8,050 
AXP American Express Company
+1.41%
+$4,636.8 
LRCX Lam Research Corporation
+1.37%
+$15,154.17 
IWO iShares Russell 2000 Growth ETF
+1.37%
+$3,633 
AVUV Avantis U.S. Small Cap Value ETF
+1.34%
+$7,601.41 
GOOGL Alphabet Inc
+1.31%
+$33,129.79 
EXP Eagle Materials Inc.
+1.18%
+$3,514.88 
XOM Exxon Mobil Corporation
+1.16%
+$4,790.57 
IWD iShares Russell 1000 Value ETF
+1.16%
+$24,769.8 
GOOG Alphabet Inc
+1.14%
+$20,476.17 
DVY iShares Select Dividend ETF
+1.14%
+$8,516.24 
VNQ Vanguard Real Estate ETF
+1.13%
+$10,521.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$129,590.75 
LAD Lithia Motors Inc.
+1.1%
+$8,200.65 
SCHV Schwab U.S. Large-Cap Value ETF
+1.1%
+$5,678.62 
TRNO Terreno Realty Corporation
+1.09%
+$20,585.65 
VTV Vanguard Value ETF
+1.05%
+$160,963.43 
IJH iShares Core S&P Mid-Cap ETF
+1.02%
+$3,588.97 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1%
+$2,628.78 
VXF Vanguard Extended Market ETF
+0.99%
+$429,064.65 
VO Vanguard Mid-Cap ETF
+0.97%
+$34,737.67 
VB Vanguard Small-Cap ETF
+0.94%
+$45,730.17 
RSP Invesco S&P 500 Equal Weight ETF
+0.93%
+$4,345.32 
VYM Vanguard High Dividend Yield ETF
+0.93%
+$13,700.36 
AMAT Applied Materials, Inc.
+0.91%
+$3,900.95 
HD The Home Depot, Inc.
+0.86%
+$4,241.98 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,921.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.79%
+$6,556.73 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$17,090.84 
XNTK SPDR NYSE Technology ETF
+0.78%
+$2,736 
AVUS Avantis U.S. Equity ETF
+0.77%
+$7,196.01 
PG Procter & Gamble Co
+0.73%
+$1,588.48 
BRK-A Berkshire Hathaway Inc.
+0.73%
+$5,304 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$6,658.2 
MCD McDonald's Corporation
+0.69%
+$2,577.96 
EEM iShares MSCI Emerging Markets ETF
+0.69%
+$1,978.58 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.67%
+$9,621.43 
DFAU Dimensional US Core Equity Market ETF
+0.67%
+$7,366.78 
IEMG iShares Core MSCI Emerging Markets ETF
+0.66%
+$4,773.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.66%
+$225,005.67 
CSCO Cisco Systems, Inc.
+0.63%
+$5,319.81 
VIG Vanguard Dividend Appreciation ETF
+0.63%
+$7,684.41 
DFIV Dimensional International Value ETF
+0.62%
+$2,624.76 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,328.66 
IVV iShares Core S&P 500 ETF
+0.59%
+$37,418.73 
MRSH Marsh & McLennan Companies, Inc.
+0.59%
+$2,864.07 
ESGV Vanguard ESG U.S. Stock ETF
+0.59%
+$15,550.92 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.58%
+$2,418.03 
SPY SPDR S&P 500 ETF Trust
+0.56%
+$24,561.11 
IWB iShares Russell 1000 ETF
+0.56%
+$5,292 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.56%
+$1,372.5 
VOO Vanguard S&P 500 ETF
+0.56%
+$789,226.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.55%
+$1,393.48 
JNJ Johnson & Johnson
+0.54%
+$1,180.16 
VT Vanguard Total World Stock ETF
+0.52%
+$10,398.18 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$2,025.9 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.51%
+$52,069.54 
BRK-B Berkshire Hathaway Inc.
+0.5%
+$8,491.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.48%
+$10,606.14 
DFAI Dimensional International Core Equity Market ETF
+0.48%
+$1,477 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.47%
+$29,452.41 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$6,915.09 
IBIT iShares Bitcoin Trust
+0.46%
+$1,339.63 
AIZ Assurant Inc.
+0.44%
+$4,133.64 
IXUS iShares Core International Stock ETF
+0.43%
+$4,882.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$172,245.58 
SCHF Schwab International Equity ETF
+0.36%
+$2,438.5 
NVDA NVIDIA Corporation
+0.35%
+$12,335.18 
EFA iShares MSCI EAFE ETF
+0.33%
+$2,139.96 
FRDM Freedom 100 Emerging Markets ETF
+0.31%
+$65,175.44 
VSGX Vanguard ESG International Stock ETF
+0.31%
+$8,333.75 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.28%
+$1,148 
IEFA iShares Core MSCI EAFE ETF
+0.25%
+$6,971.48 
MRK Merck & Co., Inc.
+0.23%
+$496.72 
ETN Eaton Corporation plc
+0.22%
+$689.13 
VUG Vanguard Growth ETF
+0.2%
+$1,572.84 
VGK Vanguard FTSE Europe ETF
+0.17%
+$976.65 
F-PD Ford Motor Company 6.500% Notes
+0.14%
+$305.31 
RTX RTX Corporation
+0.03%
+$62.87 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$611.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$180.81 
ABBV AbbVie Inc.
+0.03%
+$472.49 
META Meta Platforms Inc Class A
+0.03%
+$1,250.71 
SHV iShares Short Treasury Bond ETF
+0.02%
+$2,631 
ISHG iShares 3 Year International Treasury Bond ETF
0%
$0 
AI C3.ai Inc.
-2.66%
-$3,210 
ABT Abbott Laboratories
-1.97%
-$6,773.79 
AMZN Amazon.com Inc
-1.96%
-$51,760.69 
PLTR Palantir Technologies Inc.
-1.59%
-$3,628.24 
NFLX Netflix, Inc.
-1.59%
-$6,411.55 
ATNM Actinium Pharmaceuticals Inc.
-1.44%
-$330 
AAPL Apple Inc.
-1.29%
-$125,063.25 
AVGO Broadcom Inc.
-1.2%
-$9,554.18 
BA Boeing Company
-0.9%
-$9,288 
MSFT Microsoft Corp.
-0.81%
-$27,404.33 
LLY Eli Lilly and Company
-0.76%
-$8,914.3 
LMT Lockheed Martin Corporation
-0.76%
-$2,008.6 
TSLA Tesla, Inc.
-0.51%
-$4,247.28 
WMT Walmart Inc.
-0.47%
-$1,084.14 
GWRE GUIDEWIRE SOFTWARE INC
-0.41%
-$1,376.16 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.16%
-$1,097.25 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.16%
-$3,293.64 
COST Costco Wholesale Corporation
-0.16%
-$518.67 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$28,245.67 
PEP PepsiCo, Inc.
-0.14%
-$252.78 
FTNY Franklin New York Municipal Income ETF
-0.13%
-$208.1 
TJX The TJX Companies, Inc.
-0.11%
-$503.82 
TIP iShares TIPS Bond ETF
-0.1%
-$208.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$373.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$11,890.44 
IAU iShares Gold Trust
-0.05%
-$217.88 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$18,078.35 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.03%
-$1,550.15 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$918.19 Events
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Dividends
Dividend Analysis
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| Trades 1031 | Longs Won 723/1031 70% | Profit Factor 18.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $587,043.86 |
| Average Win $200,468.65 | Best Trade (Jun 12) $13.39M | Sharpe Ratio -3.64 |
| Average Loss -$25,396.39 | Worst Trade (Jun 29) -$917,447 | Z-Score 16.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 4d | Expectancy $132,993.93 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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Option values are updated at end of day.
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