SJC
Samuel J. Conte II Portfolio
Invests via Massachusetts Wealth Management | Managed by Samuel James Conte II
Invests via Massachusetts Wealth Management
Managed by Samuel James Conte II
Automatically Tracked
Samuel J. Conte II Profile
With a robust background in strategic investments and operational leadership, Samuel J. Conte II has positioned himself as a formidable player in the private equity landscape. His expertise extends across various sectors, including technology and healthcare, where he leverages his deep understanding of market dynamics to drive growth initiatives. Serving as both an investor-operator and advisor, he combines entrepreneurial insight with rigorous analysis to uncover value-driven opportunities. Throughout his career, Samuel has cultivated strong relationships within investment networks, allowing him to facilitate collaborative ventures that align stakeholder interests while generating significant returns.
With a robust background in strategic investments and operational leadership, Samuel J. Conte II has positioned himself as a formidable player in the private equity landscape. His expertise extends across various sectors, including technology and healthcare, where he leverages his deep understanding of market dynamics to drive growth initiatives. Serving as both an investor-operator and advisor, he combines entrepreneurial insight with rigorous analysis to uncover value-driven opportunities. Throughout his career, Samuel has cultivated strong relationships within investment networks, allowing him to facilitate collaborative ventures that align stakeholder interests while generating significant returns.
Investment Philosophy & Strategy
Samuel J. Conte II identifies opportunities by leveraging his entrepreneurial acumen and extensive network within the private equity space. His strategic mindset is shaped by hands-on experience in operational leadership, which informs his decisions across diverse sectors, particularly technology and healthcare. Growth initiatives are prioritized through a careful analysis of market trends and competitive dynamics, allowing him to position investments for optimal impact. With a focus on collaborative ventures, he emphasizes creating synergies among stakeholders to unlock long-term value while fostering innovation-driven strategies that can navigate evolving landscapes.
Samuel J. Conte II identifies opportunities by leveraging his entrepreneurial acumen and extensive network within the private equity space. His strategic mindset is shaped by hands-on experience in operational leadership, which informs his decisions across diverse sectors, particularly technology and healthcare. Growth initiatives are prioritized through a careful analysis of market trends and competitive dynamics, allowing him to position investments for optimal impact. With a focus on collaborative ventures, he emphasizes creating synergies among stakeholders to unlock long-term value while fostering innovation-driven strategies that can navigate evolving landscapes.
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:
86%
Gain +0.67%
Monthly
1.58%
Yearly
20.75%
Drawdown
19.9%
$257.08M
Equity
Holdings
$257.08M
Investment
$177.2M
$88.47M
Profit +$1.02M
Realized
$8.59M
Unrealized
$79.87M
Dividends
$11.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$1.02M
Win %
78%
This Week
Compared To Last Week
Gain
1.15%
Profit
$2.92M
Win %
78%
This Month
Compared to last month
Gain
-1.06%
Profit
-$2.74M
Win %
78%
This Year
Compared to last year
Gain
11.47%
Profit
$26.44M
Win %
79%
MMM 3M Company
+9.92%
+$243,213.37 
MU Micron Technology, Inc.
+7.09%
+$504,952.52 
INTC Intel Corporation
+5.71%
+$27,591.92 
FCX Freeport-McMoRan Inc.
+4.37%
+$136,659.75 
GLW Corning Incorporated
+3.83%
+$137,505.13 
TSLA Tesla, Inc.
+3.54%
+$25,002.89 
ORCL Oracle Corporation
+3.45%
+$6,075.5 
FDX FedEx Corporation
+3.37%
+$13,319.24 
C Citigroup Inc.
+2.59%
+$171,411.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.42%
+$12,192.12 
MS Morgan Stanley
+2.41%
+$10,434.5 
CAT Caterpillar Inc.
+2.31%
+$122,766.47 
CMI Cummins Inc.
+2.21%
+$68,698.25 
GS The Goldman Sachs Group, Inc.
+2.11%
+$9,700.5 
XLK State Street Technology Select Sector SPDR ETF
+2.1%
+$217,524.09 
DOW Dow Inc.
+1.98%
+$3,447 
UBS UBS Group AG
+1.84%
+$20,026 
AZN AstraZeneca PLC American Depositary Shares
+1.69%
+$3,892 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$45,439.9 
XOM Exxon Mobil Corporation
+1.4%
+$92,765.92 
AVGO Broadcom Inc.
+1.38%
+$5,706.15 
LLY Eli Lilly and Company
+1.35%
+$46,634.85 
RTX RTX Corporation
+1.26%
+$19,554.08 
BIIB Biogen Inc.
+1.26%
+$8,013.6 
QCOM QUALCOMM Incorporated
+1.26%
+$9,037.22 
STT State Street Corp
+1.24%
+$49,150.5 
IHE iShares U.S. Pharmaceuticals ETF
+1.23%
+$18,080.4 
GEV GE Vernova Inc.
+1.23%
+$80,681.3 
IBB iShares Biotechnology ETF
+1.22%
+$9,607.28 
MRK Merck & Co., Inc.
+1.2%
+$35,292.46 
KTB Kontoor Brands Inc.
+1.16%
+$27,945.7 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.15%
+$6,918.76 
JPM JPMorgan Chase & Co.
+1.12%
+$77,588.77 
ABBV AbbVie Inc.
+1.03%
+$24,497 
NVDA NVIDIA Corporation
+0.97%
+$37,811.87 
ITA iShares U.S. Aerospace & Defense ETF
+0.93%
+$16,901.55 
BAC Bank of America Corporation
+0.89%
+$40,454.03 
EMR Emerson Electric Co.
+0.86%
+$23,147.5 
GE General Electric Company
+0.85%
+$42,688 
COP ConocoPhillips
+0.83%
+$41,572.8 
AMGN Amgen Inc.
+0.81%
+$18,513.18 
CW Curtiss-Wright Corporation
+0.8%
+$3,095.61 
WFC Wells Fargo & Company
+0.8%
+$22,804.5 
PFE Pfizer Inc.
+0.73%
+$19,802.7 
PBE Invesco Biotechnology & Genome ETF
+0.66%
+$10,456.82 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$9,745.44 
XLI Industrial Select Sector SPDR Fund
+0.6%
+$41,402.55 
JNJ Johnson & Johnson
+0.57%
+$25,151.62 
XLB Materials Select Sector SPDR Fund
+0.49%
+$2,571.28 
BA Boeing Company
+0.47%
+$6,432.68 
XLV Health Care Select Sector SPDR Fund
+0.44%
+$16,743.3 
IYT iShares U.S. Transportation ETF
+0.43%
+$5,821.97 
VRTX Vertex Pharmaceuticals Incorporated
+0.42%
+$1,293.37 
XLE Energy Select Sector SPDR Fund
+0.27%
+$11,885.09 
GEHC GE HealthCare Technologies Inc.
+0.26%
+$2,381.61 
BKR Baker Hughes Company
+0.25%
+$3,997 
META Meta Platforms Inc Class A
+0.22%
+$3,655.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$2,308.95 
XLF Financial Select Sector SPDR Fund
+0.2%
+$11,481.14 
CVX Chevron Corporation
+0.19%
+$10,394.83 
ITW Illinois Tool Works Inc.
+0.18%
+$3,889.62 
DE Deere & Company
+0.15%
+$4,356.76 
AAPL Apple Inc.
+0.02%
+$1,294.38 
NSC Norfolk Southern Corporation
0%
+$30.27 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
HAL Halliburton Company
-6.52%
-$95,035 
SLB Schlumberger Limited
-1.51%
-$62,955.2 
CL Colgate-Palmolive Company
-1.39%
-$16,898.52 
HACK Amplify Cybersecurity ETF
-1.17%
-$5,082.6 
PG Procter & Gamble Co
-1.09%
-$17,864.8 
HD The Home Depot, Inc.
-1.08%
-$19,662.79 
VMC Vulcan Materials Company
-1.04%
-$15,391.2 
WMT Walmart Inc.
-1.03%
-$35,490.84 
SHW The Sherwin-Williams Company
-0.99%
-$11,643.5 
AMZN Amazon.com Inc
-0.98%
-$22,831.5 
XLP Consumer Staples Select Sector SPDR Fund
-0.84%
-$21,846.11 
PEG Public Service Enterprise Group Incorporated
-0.81%
-$3,433.5 
V Visa Inc. Class A
-0.78%
-$2,245.19 
COST Costco Wholesale Corporation
-0.75%
-$18,270 
GOOG Alphabet Inc
-0.72%
-$20,754.42 
IBM International Business Machines Corporation
-0.7%
-$7,744.5 
PEP PepsiCo, Inc.
-0.59%
-$11,224 
CSX CSX Corporation
-0.58%
-$11,312.9 
ALLE Allegion plc
-0.56%
-$1,184.82 
CARR Carrier Global Corporation
-0.48%
-$7,275.2 
UNP Union Pacific Corporation
-0.41%
-$7,988.56 
HSY The Hershey Company
-0.4%
-$4,343.55 
TD The Toronto-Dominion Bank
-0.32%
-$939.9 
SWX Southwest Gas Holdings Inc.
-0.28%
-$2,141.1 
MSFT Microsoft Corp.
-0.28%
-$10,810.29 
KO The Coca-Cola Company
-0.27%
-$8,024.18 
IR Ingersoll Rand Inc.
-0.27%
-$5,918.09 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$6,178.48 
VPU Vanguard Utilities ETF
-0.21%
-$446.12 
GIS General Mills, Inc.
-0.21%
-$1,658 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,803.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$3,467.8 
TT Trane Technologies plc
-0.03%
-$724.8 Events
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Dividends
Dividend Analysis
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| Trades 1121 | Longs Won 782/1121 69% | Profit Factor 12.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,822.6 |
| Average Win $122,583.1 | Best Trade (Jul 24) $6.92M | Sharpe Ratio -70.58 |
| Average Loss -$21,802.62 | Worst Trade (Jul 27) -$1.08M | Z-Score 17.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 5d | Expectancy $78,919.62 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Samuel J. Conte II?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.75M, State Street Technology Select Sector SPDR ETF - $2.01M, Bank of America Corporation - $989,234.02, Invesco QQQ Trust, Series 1 - $792,243.27, and Amazon.com Inc - $644,488.12. 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: CVS Health Corporation - $687,471.81, United Parcel Service, Inc - $213,477.72, PayPal Holdings Inc - $88,536.23, The Toronto-Dominion Bank - $73,691.04, and Novo Nordisk A/S Sponsored ADR - $62,397.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samuel J. Conte II's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.11M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $520,820.94, Exxon Mobil Corporation - $507,810.57, Chevron Corporation - $496,861.52, Pfizer Inc - $444,718.08, and ConocoPhillips - $384,409.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samuel J. Conte II's monthly returns?
Samuel J. Conte II's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Samuel J. Conte II's strategy be considered aggressive or moderate?
Samuel J. Conte II's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Samuel J. Conte II's strategy?
Samuel J. Conte II's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
