James A. Slabaugh Portfolio
Invests via SEAMOUNT FINANCIAL GROUP INC | Managed by Leon J. Colafrancesco, Aaron M. McLaughlin, Christopher R. Dorsett, Michael J. Healy
Invests via SEAMOUNT FINANCIAL GROUP INC
Managed by Leon J. Colafrancesco, Aaron M. McLaughlin, Christopher R. Dorsett, Michael J. Healy
Automatically Tracked
James A. Slabaugh Profile
Veteran financial executive focused on corporate finance, treasury and strategic capital allocation for public and private companies. James A. Slabaugh brings experience in M&A execution, liquidity management and capital markets advisory, advising boards on balance-sheet optimization and shareholder value creation. Market-facing profile emphasizes operational rigor, cross-border deal experience and a track record of aligning financing structures with growth strategies.
Veteran financial executive focused on corporate finance, treasury and strategic capital allocation for public and private companies. James A. Slabaugh brings experience in M&A execution, liquidity management and capital markets advisory, advising boards on balance-sheet optimization and shareholder value creation. Market-facing profile emphasizes operational rigor, cross-border deal experience and a track record of aligning financing structures with growth strategies.
Investment Philosophy & Strategy
Approaches capital allocation with a corporate-finance lens, prioritizing balance-sheet strength, disciplined liquidity management and shareholder value through strategic M&A. Favors investments that align financing structures to growth plans—using a mix of debt, equity and structured capital to optimize cost of capital and preserve optionality. Emphasizes operational rigor in due diligence, cross-border deal execution and integration planning; targets mid-to-large cap opportunities where treasury and capital markets expertise can de-risk execution. Time horizon is medium-to-long, with a bias toward value creation via structural and operational improvements.
Approaches capital allocation with a corporate-finance lens, prioritizing balance-sheet strength, disciplined liquidity management and shareholder value through strategic M&A. Favors investments that align financing structures to growth plans—using a mix of debt, equity and structured capital to optimize cost of capital and preserve optionality. Emphasizes operational rigor in due diligence, cross-border deal execution and integration planning; targets mid-to-large cap opportunities where treasury and capital markets expertise can de-risk execution. Time horizon is medium-to-long, with a bias toward value creation via structural and operational improvements.
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:
4.85%
Gain
Monthly
0.16%
Yearly
1.88%
Drawdown
35.41%
$247.5M
Equity
Holdings
$247.5M
Investment
$187.92M
$64.79M
Profit +$78,771.59
Realized
$5.21M
Unrealized
$59.58M
Dividends
$7.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$78,771.59
Win %
81%
This Week
Compared To Last Week
Gain
0.05%
Profit
$121,455.19
Win %
81%
This Month
Compared to last month
Gain
1.15%
Profit
$2.82M
Win %
81%
This Year
Compared to last year
Gain
11.58%
Profit
$25.69M
Win %
81%
MATX Matson Inc.
+9.15%
+$127,564.09 
GIS General Mills, Inc.
+4.26%
+$11,283.61 
WM Waste Management, Inc.
+4.1%
+$37,425.94 
MRK Merck & Co., Inc.
+3.87%
+$22,781.48 
UNP Union Pacific Corporation
+3.66%
+$42,683.56 
UPS United Parcel Service, Inc.
+3.63%
+$12,812.5 
MDT Medtronic plc
+3.5%
+$13,034.04 
ITW Illinois Tool Works Inc.
+3.48%
+$30,771.81 
ABBV AbbVie Inc.
+3.23%
+$15,927.7 
O Realty Income Corporation
+3.11%
+$15,010.64 
UNH UnitedHealth Group Incorporated
+3.07%
+$16,242.4 
IBM International Business Machines Corporation
+3.04%
+$63,010.4 
T AT&T Inc.
+3%
+$6,831.28 
KO The Coca-Cola Company
+2.8%
+$36,498 
VZ Verizon Communications Inc.
+2.8%
+$12,530.24 
XLP Consumer Staples Select Sector SPDR Fund
+2.6%
+$7,032.97 
COST Costco Wholesale Corporation
+2.59%
+$43,341.82 
WMT Walmart Inc.
+2.53%
+$33,912.15 
VDC VANGUARD CONSUMER STAPLES ETF
+2.46%
+$18,023.97 
PSX Phillips 66
+2.43%
+$12,411.54 
MCD McDonald's Corporation
+2.32%
+$14,171.12 
SNA Snap-on Inc.
+2.04%
+$22,404.56 
DIS The Walt Disney Company
+1.88%
+$5,036.16 
FAST Fastenal Co.
+1.83%
+$5,815.81 
MSFT Microsoft Corp.
+1.79%
+$72,789.58 
V Visa Inc. Class A
+1.77%
+$10,760.4 
PG Procter & Gamble Co
+1.77%
+$17,577.58 
SDY SPDR S&P Dividend ETF
+1.75%
+$20,865 
VHT Vanguard Health Care ETF
+1.73%
+$4,663.99 
VNQ Vanguard Real Estate ETF
+1.7%
+$56,474.86 
USB U.S. Bancorp
+1.65%
+$4,214.08 
SPLV Invesco S&P 500 Low Volatility ETF
+1.49%
+$22,459.5 
AAPL Apple Inc.
+1.49%
+$272,279.6 
HD The Home Depot, Inc.
+1.46%
+$10,335 
LLY Eli Lilly and Company
+1.35%
+$9,072.93 
MET MetLife Inc.
+1.25%
+$4,057.2 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$92,290.31 
KMI Kinder Morgan, Inc.
+1.21%
+$2,444.13 
ED Consolidated Edison, Inc.
+1.2%
+$2,820.84 
JNJ Johnson & Johnson
+1.17%
+$13,533.12 
CVX Chevron Corporation
+1.15%
+$29,205.66 
PFE Pfizer Inc.
+1.11%
+$2,099.35 
XHB SPDR S&P Homebuilders ETF
+1.11%
+$10,687.15 
DE Deere & Company
+0.97%
+$6,400.1 
FDX FedEx Corporation
+0.96%
+$1,785 
VDE Vanguard Energy ETF
+0.83%
+$35,064.8 
XOM Exxon Mobil Corporation
+0.82%
+$24,666.72 
COP ConocoPhillips
+0.77%
+$9,877.96 
WFC Wells Fargo & Company
+0.68%
+$3,530.14 
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$5,709.6 
HON Honeywell International Inc.
+0.53%
+$1,605.08 
TOST Toast Inc.
+0.51%
+$1,543.15 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$31,124.03 
DFAS Dimensional U.S. Small Cap ETF
+0.45%
+$3,511.3 
SHEL Shell plc
+0.41%
+$2,872.82 
GD General Dynamics Corporation
+0.38%
+$1,187.2 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$2,226.11 
GOOG Alphabet Inc
+0.25%
+$1,354.08 
AEP American Electric Power Company, Inc.
+0.25%
+$653.07 
ALL Allstate Corporation
+0.24%
+$670.48 
AMZN Amazon.com Inc
+0.22%
+$25,419 
GOOGL Alphabet Inc
+0.22%
+$3,899.2 
CGDG Capital Group Dividend Growers ETF
+0.2%
+$5,628.45 
BX Blackstone Inc.
+0.18%
+$1,355.24 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$94.61 
MU Micron Technology, Inc.
-7.02%
-$72,598.24 
AMD Advanced Micro Devices, Inc.
-7.01%
-$92,885.4 
GE General Electric Company
-6.11%
-$17,652.02 
AVGO Broadcom Inc.
-4.59%
-$136,018.71 
CAT Caterpillar Inc.
-4.34%
-$27,930.19 
SMH VanEck Semiconductor ETF
-4.32%
-$37,393.83 
CMI Cummins Inc.
-3.61%
-$27,863.2 
NVDA NVIDIA Corporation
-3.07%
-$129,989.24 
ANET Arista Networks, Inc.
-2.9%
-$18,127.2 
CSCO Cisco Systems, Inc.
-2.74%
-$8,375.22 
CGGO Capital Group Global Growth Equity ETF
-2.2%
-$46,135.93 
C Citigroup Inc.
-2.14%
-$12,933.41 
DLR Digital Realty Trust, Inc.
-1.95%
-$6,705.65 
GLD SPDR Gold Shares
-1.94%
-$50,477.21 
META Meta Platforms Inc Class A
-1.9%
-$8,346.24 
TSLA Tesla, Inc.
-1.86%
-$4,740.75 
CGXU Capital Group International Focus Equity ETF
-1.8%
-$7,597.71 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$5,148.4 
UAL United Airlines Holdings, Inc.
-1.61%
-$15,433.73 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$88,075.72 
RTX RTX Corporation
-1.45%
-$8,605.23 
VOOG Vanguard S&P 500 Growth ETF
-1.39%
-$21,576 
CMG Chipotle Mexican Grill, Inc.
-1.26%
-$4,089 
CGGR Capital Group Growth ETF
-1.23%
-$45,032.28 
GM General Motors Company
-1.22%
-$3,261.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$13,662.93 
SPHQ Invesco S&P 500 Quality ETF
-1.14%
-$14,522.84 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.07%
-$4,814.07 
JPM JPMorgan Chase & Co.
-0.84%
-$17,476.14 
SHLD Global X Defense Tech ETF
-0.83%
-$2,974.5 
VT Vanguard Total World Stock ETF
-0.69%
-$28,551.46 
CGIE Capital Group International Equity ETF
-0.67%
-$6,049.3 
PFF iShares Preferred and Income Securities ETF
-0.59%
-$6,526.08 
CGBL Capital Group Core Balanced ETF
-0.57%
-$51,884.01 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$12,516.52 
VKQ Invesco Municipal Trust
-0.5%
-$3,684.4 
VOO Vanguard S&P 500 ETF
-0.47%
-$33,686.25 
VXF Vanguard Extended Market ETF
-0.47%
-$1,154.25 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$7,855.19 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,372.71 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$39,717.97 
CGUS Capital Group Core Equity ETF
-0.41%
-$19,851.24 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.4%
-$10,673.19 
VGK Vanguard FTSE Europe ETF
-0.39%
-$2,944.23 
NUV Nuveen Municipal Value Fund, Inc.
-0.38%
-$2,477.37 
VYMI Vanguard International High Dividend Yield Index Fund
-0.37%
-$4,162.87 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.35%
-$2,270.1 
FMHI First Trust Municipal High Income Fund
-0.33%
-$3,050.15 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.31%
-$1,469.8 
DFAU Dimensional US Core Equity Market ETF
-0.3%
-$13,300.86 
NUE Nucor Corporation
-0.29%
-$2,130.44 
CGDV Capital Group Dividend Value ETF
-0.26%
-$31,085.85 
HYD VanEck High Yield Muni ETF
-0.23%
-$1,155.48 
PCQ PIMCO California Municipal Income Fund
-0.22%
-$288.72 
VO Vanguard Mid-Cap ETF
-0.22%
-$9,311.54 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.21%
-$727.65 
IWM iShares Russell 2000 ETF
-0.17%
-$6,672 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.17%
-$1,574.72 
CGMU Capital Group Municipal Income ETF
-0.16%
-$875.79 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$4,253.4 
VTC Vanguard Total Corporate Bond Fund
-0.1%
-$304.41 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.1%
-$4,231.53 
VPU Vanguard Utilities ETF
-0.09%
-$687.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$2,197.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$2,443.16 
JQUA JPMorgan U.S. Quality Factor ETF
-0.08%
-$8,524.56 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$1,003.41 
EW Edwards Lifesciences Corporation
-0.07%
-$198.72 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$160.03 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$522.78 Events
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Dividends
Dividend Analysis
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| Trades 946 | Longs Won 762/946 80% | Profit Factor 24.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $314,227.62 |
| Average Win $88,652.42 | Best Trade (Jul 17) $6.16M | Sharpe Ratio -10.02 |
| Average Loss -$15,024.05 | Worst Trade (Jul 15) -$759,863.85 | Z-Score 32.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $68,487.02 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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Returns
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