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:
38.51%
Gain +0.01%
Monthly
0.81%
Yearly
10.15%
Drawdown
13.75%
$253.88M
Equity
Holdings
$253.88M
Investment
$178.2M
$85.23M
Profit +$23,715.52
Realized
$8.56M
Unrealized
$76.68M
Dividends
$10.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$23,715.52
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$23,715.52
Win %
78%
This Month
Compared to last month
Gain
0.96%
Profit
$2.41M
Win %
78%
This Year
Compared to last year
Gain
9.37%
Profit
$21.87M
Win %
78%
INTC Intel Corporation
+6.51%
+$37,867.36 
QCOM QUALCOMM Incorporated
+4.32%
+$36,993.44 
GEV GE Vernova Inc.
+3.73%
+$205,929.54 
FCX Freeport-McMoRan Inc.
+3.12%
+$110,072.25 
GS The Goldman Sachs Group, Inc.
+2.62%
+$11,792.85 
JPM JPMorgan Chase & Co.
+2.31%
+$147,817.55 
VMC Vulcan Materials Company
+2.24%
+$33,158.4 
GIS General Mills, Inc.
+2.04%
+$14,300.25 
XLB Materials Select Sector SPDR Fund
+1.87%
+$10,075.2 
TSLA Tesla, Inc.
+1.82%
+$13,926.64 
STT State Street Corp
+1.69%
+$60,325.78 
UNP Union Pacific Corporation
+1.65%
+$28,942.23 
UBS UBS Group AG
+1.62%
+$16,442.4 
WFC Wells Fargo & Company
+1.61%
+$43,956.5 
BAC Bank of America Corporation
+1.56%
+$65,028.9 
DE Deere & Company
+1.55%
+$44,783.29 
GLW Corning Incorporated
+1.5%
+$62,182.25 
CAT Caterpillar Inc.
+1.44%
+$79,529.3 
COP ConocoPhillips
+1.4%
+$70,154.1 
XLF Financial Select Sector SPDR Fund
+1.37%
+$75,149.28 
ABBV AbbVie Inc.
+1.32%
+$27,676 
C Citigroup Inc.
+1.27%
+$90,595.64 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.18%
+$6,812.9 
ITW Illinois Tool Works Inc.
+1.17%
+$23,655.16 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$5,014 
VPU Vanguard Utilities ETF
+1.15%
+$2,354.25 
SWX Southwest Gas Holdings Inc.
+1.12%
+$8,152.69 
IR Ingersoll Rand Inc.
+1.09%
+$22,020.8 
NSC Norfolk Southern Corporation
+1.09%
+$20,465.9 
JNJ Johnson & Johnson
+1.07%
+$45,148.5 
V Visa Inc. Class A
+1.05%
+$2,668.68 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$9,670.78 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$9,748.85 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$93,551.83 
PG Procter & Gamble Co
+0.86%
+$13,919.2 
GE General Electric Company
+0.76%
+$37,388.51 
CVX Chevron Corporation
+0.75%
+$39,870.32 
XLE Energy Select Sector SPDR Fund
+0.75%
+$32,971.54 
HD The Home Depot, Inc.
+0.73%
+$13,042.4 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$17,964.32 
EMR Emerson Electric Co.
+0.69%
+$19,306.22 
COST Costco Wholesale Corporation
+0.68%
+$17,382.55 
DOW Dow Inc.
+0.65%
+$1,263.9 
MS Morgan Stanley
+0.65%
+$2,828.99 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$16,804.7 
CMI Cummins Inc.
+0.59%
+$18,886.05 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$18,985.91 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$39,669.42 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$8,203.42 
HSY The Hershey Company
+0.45%
+$5,161.9 
IYT iShares U.S. Transportation ETF
+0.45%
+$5,976.75 
GOOG Alphabet Inc
+0.45%
+$13,073.6 
WMT Walmart Inc.
+0.45%
+$16,593.15 
CSX CSX Corporation
+0.42%
+$7,802 
PEP PepsiCo, Inc.
+0.38%
+$7,576.2 
AMGN Amgen Inc.
+0.32%
+$7,178.66 
SLB Schlumberger Limited
+0.32%
+$16,188.48 
XOM Exxon Mobil Corporation
+0.28%
+$18,284.9 
MMM 3M Company
+0.26%
+$6,315.38 
CARR Carrier Global Corporation
+0.24%
+$3,864.95 
ALLE Allegion plc
+0.19%
+$394.92 
NVDA NVIDIA Corporation
+0.16%
+$6,111.04 
PFE Pfizer Inc.
+0.15%
+$4,400.6 
SHW The Sherwin-Williams Company
+0.13%
+$1,496.43 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$532.02 
KO The Coca-Cola Company
+0.11%
+$3,209.67 
CW Curtiss-Wright Corporation
+0.1%
+$419.66 
MSFT Microsoft Corp.
+0.1%
+$3,895.5 
IBB iShares Biotechnology ETF
+0.1%
+$717.87 
FDX FedEx Corporation
+0.09%
+$399.9 
CL Colgate-Palmolive Company
+0.07%
+$792.18 
BIIB Biogen Inc.
+0.04%
+$286.18 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,522.85 
ORCL Oracle Corporation
+0.02%
+$43.49 
AZN
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$83,849.85 
KTB Kontoor Brands Inc.
-1.74%
-$40,333.94 
AAPL Apple Inc.
-1.52%
-$97,078.5 
MU Micron Technology, Inc.
-1.43%
-$117,331.36 
MRK Merck & Co., Inc.
-1.42%
-$40,367.9 
AMZN Amazon.com Inc
-1.23%
-$27,527.91 
BA Boeing Company
-1.16%
-$16,679.68 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$17,853.77 
IBM International Business Machines Corporation
-0.95%
-$13,475.53 
AVGO Broadcom Inc.
-0.91%
-$3,815 
PBE Invesco Biotechnology & Genome ETF
-0.85%
-$12,826.12 
HACK Amplify Cybersecurity ETF
-0.59%
-$2,245.79 
BKR Baker Hughes Company
-0.54%
-$9,707 
TT Trane Technologies plc
-0.41%
-$11,415.66 
HAL Halliburton Company
-0.4%
-$6,640 
RTX RTX Corporation
-0.37%
-$5,416.28 
IHE iShares U.S. Pharmaceuticals ETF
-0.34%
-$4,742.4 
META Meta Platforms Inc Class A
-0.26%
-$3,785.98 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$6,697.22 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$1,261.02 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$69.75 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1121 | Longs Won 777/1121 69% | Profit Factor 12.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,239.54 |
| Average Win $118,973.52 | Best Trade (Jun 14) $6.85M | Sharpe Ratio -6.18 |
| Average Loss -$20,956.05 | Worst Trade (Jun 14) -$1.01M | Z-Score 16.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $76,033.49 |
| 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 | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
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Returns
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Option values are updated at end of day.
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