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:
139.83%
Gain -0.5%
Monthly
1.28%
Yearly
16.48%
Drawdown
26.68%
$641.87M
Equity
Holdings
$641.87M
Investment
$505.27M
$137.24M
Profit -$1.23M
Realized
$634,977.79
Unrealized
$136.6M
Dividends
$28.18M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$1.23M
Win %
78%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$160,317.97
Win %
78%
This Month
Compared to last month
Gain
-0.4%
Profit
-$2.58M
Win %
78%
This Year
Compared to last year
Gain
-0.38%
Profit
-$2.46M
Win %
78%
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.2%
+$43,959.04 
MU Micron Technology Inc.
+3.21%
+$7,290.15 
XOM ExxonMobil Holdings Corporation
+2.58%
+$13,903.11 
AMD Advanced Micro Devices Inc.
+2.17%
+$6,270.01 
HTFL HeartFlow Inc.
+1.98%
+$13,186.8 
AMAT Applied Materials Inc.
+1.5%
+$4,095.01 
CSCO Cisco Systems, Inc.
+1%
+$7,221.9 
AVGO Broadcom Inc.
+0.94%
+$6,240.3 
XNTK SPDR NYSE Technology ETF
+0.92%
+$3,038.4 
MSFT Microsoft Corporation Common Stock
+0.75%
+$41,195.28 
GLW Corning Incorporated
+0.67%
+$2,196.18 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$128,770.74 
TSLA Tesla, Inc.
+0.47%
+$3,673.23 
QQQ Invesco QQQ Trust, Series 1
+0.39%
+$7,010.85 
LRCX Lam Research Corp.
+0.29%
+$1,923.57 
ABT Abbott Laboratories
+0.28%
+$1,186.1 
NVDA NVIDIA Corporation
+0.28%
+$14,228.44 
EEM iShares MSCI Emerging Markets ETF
+0.24%
+$638.25 
ONEQ Fidelity Nasdaq Composite Index ETF
+0.2%
+$820 
VNQ Vanguard Real Estate ETF
+0.16%
+$1,438.2 
PSEC Prospect Capital Corporation
+0.13%
+$30.14 
FTNY Franklin New York Municipal Income ETF
+0.13%
+$208.1 
VTEB Vanguard Tax-Exempt Bond ETF
+0.11%
+$513.59 
DFAE Dimensional Emerging Core Equity Market ETF
+0.11%
+$253.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.09%
+$618.73 
KLAC KLA Corporation
+0.08%
+$170.4 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$1,790.93 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.05%
+$591.57 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$347.95 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.03%
+$6,305.4 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$2,105.22 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.01%
+$638.55 
SAVA Filana Therapeutics, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBIT iShares Bitcoin Trust ETF
0%
-$0.01 
ATNM Actinium Pharmaceuticals, Inc.
-6.2%
-$2,182.4 
T AT&T Inc.
-5.7%
-$16,961.91 
AXP American Express Company
-3.42%
-$11,998.81 
BRK-B Berkshire Hathaway Inc.
-2.65%
-$59,731.59 
HD The Home Depot, Inc.
-2.61%
-$13,182.42 
CAT Caterpillar Inc.
-2.38%
-$11,098.61 
GE General Electric Company
-2.25%
-$4,064.69 
EXP Eagle Materials Inc.
-2.2%
-$5,409.63 
VZ Verizon Communications Inc.
-2.1%
-$4,541 
MRK Merck & Co., Inc.
-1.92%
-$5,716.16 
LLY Eli Lilly and Company
-1.84%
-$23,911.38 
MCD McDonald's Corporation
-1.8%
-$5,309.85 
PG The Procter & Gamble Company
-1.72%
-$4,284.77 
JNJ Johnson & Johnson
-1.64%
-$7,069.32 
MO Altria Group, Inc.
-1.54%
-$3,356.97 
LAD Lithia Motors, Inc.
-1.51%
-$10,458.8 
MS Morgan Stanley Common Stock
-1.42%
-$4,831.28 
TJX The TJX Companies, Inc.
-1.4%
-$5,450.76 
AIZ Assurant Inc.
-1.34%
-$14,068.92 
V Visa Inc. Class A
-1.29%
-$11,443.65 
JPM JPMorgan Chase & Co.
-1.19%
-$18,940.58 
COST Costco Wholesale Corp
-1.04%
-$3,479.18 
GS The Goldman Sachs Group, Inc.
-0.99%
-$2,510.85 
SDY State Street SPDR S&P Dividend ETF
-0.98%
-$4,876.42 
BA The Boeing Company
-0.94%
-$6,452.16 
WMT Walmart Inc.
-0.88%
-$1,975.58 
AMGN Amgen Inc. Common Stock
-0.87%
-$2,244.34 
IAU iShares Gold Trust
-0.77%
-$3,159.26 
DVY iShares Select Dividend ETF
-0.74%
-$5,776.54 
VGK Vanguard FTSE Europe ETF
-0.72%
-$4,071.25 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$18,922.58 
NFLX Netflix Inc.
-0.68%
-$2,102.11 
VIG Vanguard Dividend Appreciation ETF
-0.63%
-$7,955.9 
EFA iShares MSCI EAFE ETF
-0.61%
-$3,965.22 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$2,904.27 
VTV Vanguard Morningstar Value ETF
-0.57%
-$94,177.2 
IJH iShares Core S&P Mid-Cap ETF
-0.56%
-$1,915.11 
DFAI Dimensional International Core Equity Market ETF
-0.56%
-$1,698.55 
IWO iShares Russell 2000 Growth ETF
-0.54%
-$1,302 
SCHV Schwab U.S. Large-Cap Value ETF
-0.52%
-$2,088.54 
MRSH Marsh & McLennan Companies, Inc.
-0.49%
-$2,844.97 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$1,234.73 
VYM Vanguard High Dividend Yield ETF
-0.49%
-$7,310.75 
TRNO Terreno Realty Corporation
-0.47%
-$5,934.95 
IWD iShares Russell 1000 Value ETF
-0.47%
-$10,781.1 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$4,188.43 
VB Vanguard Small-Cap ETF
-0.46%
-$24,502.08 
AMZN Amazon.com Inc
-0.46%
-$12,262.98 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.45%
-$4,290 
VBR Vanguard Small-Cap Value ETF
-0.45%
-$53,825.76 
SCHF Schwab International Equity ETF
-0.45%
-$2,926.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.44%
-$2,227.8 
IWM iShares Russell 2000 ETF
-0.44%
-$890.61 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.43%
-$15,787.45 
IVE iShares S&P 500 Value ETF
-0.43%
-$4,244.63 
VEA Vanguard FTSE Developed Markets ETF
-0.42%
-$209,332.44 
SCHA Schwab U.S. Small-Cap ETF
-0.41%
-$947.16 
IJR iShares Core S&P Small-Cap ETF
-0.4%
-$9,017.48 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.4%
-$2,150 
VSGX Vanguard ESG International Stock ETF
-0.37%
-$9,114.7 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.33%
-$7,122.87 
IXUS iShares Core MSCI Total International Stock ETF
-0.3%
-$3,334.24 
VT Vanguard Total World Stock ETF
-0.3%
-$6,242.07 
VXUS Vanguard Total International Stock ETF
-0.3%
-$19,556.88 
DFAU Dimensional U.S. Core Equity Market ETF
-0.29%
-$3,358.39 
DFIV Dimensional International Value ETF
-0.28%
-$1,190.56 
META Meta Platforms Inc Class A
-0.27%
-$15,721.14 
SPEM SPDR Portfolio Emerging Markets ETF
-0.26%
-$535.08 
UNH UnitedHealth Group Inc.
-0.25%
-$713.89 
VV Vanguard Morningstar Large-Cap ETF
-0.25%
-$26,340.74 
IJS iShares S&P Small-Cap 600 Value ETF
-0.25%
-$1,163.5 
AVUS Avantis U.S. Equity ETF
-0.24%
-$2,312.22 
SPY State Street SPDR S&P 500 ETF Trust
-0.23%
-$35,640.83 
ESGV Vanguard ESG U.S. Stock ETF
-0.23%
-$6,082.31 
VOO Vanguard S&P 500 ETF
-0.22%
-$334,129.93 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.22%
-$549 
AAPL Apple Inc.
-0.21%
-$24,054.23 
VTI Vanguard Total Stock Market ETF
-0.21%
-$84,643.73 
SCHB Schwab U.S. Broad Market ETF
-0.2%
-$821.88 
VXF Vanguard Extended Market ETF
-0.2%
-$88,528.84 
IVV iShares Core S&P 500 ETF
-0.19%
-$15,190.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.19%
-$2,824.55 
BIV Vanguard Intermediate-Term Bond ETF
-0.18%
-$1,197.45 
VWO Vanguard FTSE Emerging Markets ETF
-0.18%
-$3,900.3 
ABBV AbbVie Inc.
-0.17%
-$3,623.5 
SCHX Schwab U.S. Large-Cap ETF
-0.17%
-$675.31 
AVUV Avantis U.S. Small Cap Value ETF
-0.16%
-$802.4 
IWB iShares Russell 1000 ETF
-0.15%
-$1,481.76 
GOOGL Alphabet Inc
-0.14%
-$3,702.66 
ETN Eaton Corporation plc
-0.14%
-$423.67 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.12%
-$2,352.6 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.1%
-$21,685.44 
GOOG Alphabet Inc
-0.07%
-$1,159.44 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$32,028.37 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$262.17 
ISHG iShares 1-3 Year International Treasury Bond ETF
-0.01%
-$479.15 
VUG Vanguard Morningstar Growth ETF
-0.01%
-$338.59 
LIN Linde plc
-0.01%
-$19.12 
GWRE Guidewire Software Inc.
-0.01%
-$28.67 Events
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Dividends
Dividend Analysis
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| Trades 1127 | Longs Won 785/1127 69% | Profit Factor 13.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $595,809.07 |
| Average Win $188,882.86 | Best Trade (Oct 21) $14.97M | Sharpe Ratio -12.23 |
| Average Loss -$32,260.52 | Worst Trade (Jun 29) -$917,447 | Z-Score 13.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $121,774.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,951 | $6.77M | $11.45M | - | $4.68M | 69.1% | -0.21% |
| ABBV AbbVie Inc. | 7,247 | $1.13M | $2.06M | - | $937,410.73 | 83.27% | -0.175% |
| ABT Abbott Laboratories | 4,090 | $518,590.02 | $420,452 | - | -$98,138.02 | -18.92% | +0.283% |
| AIZ Assurant Inc. | 3,626 | $565,148.36 | $1.03M | - | $468,152.86 | 82.84% | -1.343% |
| AMAT Applied Materials Inc. | 728 | $248,823.12 | $277,517.24 | - | $28,694.12 | 11.53% | +1.498% |
| AMD Advanced Micro Devices Inc. | 570 | $331,118.68 | $295,790.1 | - | -$35,328.58 | -10.67% | +2.166% |
| AMGN Amgen Inc. Common Stock | 574 | $207,856.88 | $254,494.38 | - | $46,637.5 | 22.44% | -0.874% |
| AMZN Amazon.com Inc | 10,757 | $1.85M | $2.68M | - | $834,834.04 | 45.22% | -0.455% |
| ATNM Actinium Pharmaceuticals, Inc. | 22,000 | $35,200 | $33,017.6 | - | -$2,182.4 | -6.2% | -6.2% |
| AVGO Broadcom Inc. | 2,046 | $466,765.43 | $667,589.34 | - | $200,823.91 | 43.02% | +0.944% |
| AVUS Avantis U.S. Equity ETF | 7,459 | $829,325.42 | $958,332.32 | - | $129,006.9 | 15.56% | -0.241% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,012 | $443,205.64 | $488,942.44 | - | $45,736.8 | 10.32% | -0.164% |
| AXP American Express Company | 1,080 | $398,119.5 | $339,184.8 | - | -$58,934.7 | -14.8% | -3.417% |
| BA The Boeing Company | 3,666 | $729,643.98 | $681,106.14 | - | -$48,537.84 | -6.65% | -0.938% |
| BIV Vanguard Intermediate-Term Bond ETF | 8,870 | $684,542.44 | $655,803.45 | - | -$28,738.99 | -4.2% | -0.182% |
| BRK-B Berkshire Hathaway Inc. | 4,118 | $1.74M | $2.19M | - | $448,310.44 | 25.7% | -2.652% |
| CAT Caterpillar Inc. | 663 | $221,832.38 | $455,686.53 | - | $233,854.15 | 105.42% | -2.378% |
| COST Costco Wholesale Corp | 329 | $312,417.35 | $331,511.91 | - | $19,094.56 | 6.11% | -1.039% |
| CSCO Cisco Systems, Inc. | 6,878 | $424,533.15 | $728,655.32 | - | $304,122.17 | 71.64% | +1.001% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 19,945 | $794,106.35 | $893,934.9 | - | $99,828.55 | 12.57% | -0.466% |
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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 ETF - $5.48M, Vanguard S&P 500 ETF - $4.41M, Vanguard FTSE Developed Markets ETF - $2.91M, Vanguard Short-Term Inflation-Protected Securities ETF - $1.66M, and iShares 0-1 Year Treasury Bond ETF - $1.54M. 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 Inc - $107,481.04, Honeywell International Inc - $103,248.82, and C3.ai, Inc. Class A Common Stock - $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 $28.18M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury ETF - $5.77M, Vanguard S&P 500 ETF - $4.51M, Vanguard FTSE Developed Markets ETF - $2.95M, Vanguard Short-Term Inflation-Protected Securities ETF - $1.66M, and Vanguard Intermediate-Term Treasury ETF - $1.6M. 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.
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