Adam Scott Portfolio
Invests via Argyle Capital Partners LLC | Managed by Adam Scott, Joshua Rudoy
Invests via Argyle Capital Partners LLC
Managed by Adam Scott, Joshua Rudoy
Automatically Tracked
Veteran growth investor and operator focused on software and consumer tech, with experience scaling early-stage companies and advising boards. Adam Scott brings operating leadership from product and GTM roles plus venture investing background. He specializes in Series A–C financings, board governance, and go-to-market scaling for SaaS businesses.
Veteran growth investor and operator focused on software and consumer tech, with experience scaling early-stage companies and advising boards. Adam Scott brings operating leadership from product and GTM roles plus venture investing background. He specializes in Series A–C financings, board governance, and go-to-market scaling for SaaS businesses.
Investment Philosophy & Strategy
Veteran growth investor specializing in software and consumer tech, deploying capital into Series A–C companies with clear product-market fit and repeatable GTM motion. Investment style emphasizes active board-level partnership, go-to-market scaling, and product-led growth optimisation. Capital allocation favors concentrated high-conviction stakes, staged financing tied to GTM and retention milestones, and an 3–7 year value creation horizon. Risk discipline prioritizes unit economics, retention metrics, and founder alignment; competitive edge derives from operator experience in product and commercial scaling.
Veteran growth investor specializing in software and consumer tech, deploying capital into Series A–C companies with clear product-market fit and repeatable GTM motion. Investment style emphasizes active board-level partnership, go-to-market scaling, and product-led growth optimisation. Capital allocation favors concentrated high-conviction stakes, staged financing tied to GTM and retention milestones, and an 3–7 year value creation horizon. Risk discipline prioritizes unit economics, retention metrics, and founder alignment; competitive edge derives from operator experience in product and commercial scaling.
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:
28.51%
Gain +0.7%
Monthly
1.26%
Yearly
16.25%
Drawdown
16.09%
$167.04M
Equity
Holdings
$167.04M
Investment
$136.65M
$32.42M
Profit +$965,778
Realized
$2.03M
Unrealized
$30.39M
Dividends
$5.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.7%
Profit
$965,778
Win %
71%
This Week
Compared To Last Week
Gain
0.58%
Profit
$965,778
Win %
71%
This Month
Compared to last month
Gain
3.14%
Profit
$5.09M
Win %
71%
This Year
Compared to last year
Gain
5.23%
Profit
$8.3M
Win %
71%
MCHP Microchip Technology Incorporated
+13.99%
+$104,124.8 
GALT Galectin Therapeutics Inc.
+7.14%
+$3,076.25 
GDX VanEck Gold Miners ETF
+7.1%
+$86,092.2 
QCOM QUALCOMM Incorporated
+4.66%
+$47,894.44 
LEN Lennar Corporation
+3.96%
+$17,075.52 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$58,324 
STWD Starwood Property Trust Inc.
+3.26%
+$5,460 
ALC Alcon Inc.
+3.25%
+$7,008.26 
IGV iShares Expanded Tech-Software Sector ETF
+3.23%
+$85,441.84 
TSLA Tesla, Inc.
+2.83%
+$6,745.97 
ITB iShares U.S. Home Construction ETF
+2.71%
+$13,622.34 
ACN Accenture plc Class A
+2.67%
+$15,473.99 
SNPS Synopsys, Inc.
+2.47%
+$6,883.73 
ORCL Oracle Corporation
+2.42%
+$6,620.76 
DHR Danaher Corporation
+2.42%
+$28,820.61 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$9,971.99 
NVDA NVIDIA Corporation
+2.28%
+$67,794 
GLD SPDR Gold Shares
+2.27%
+$8,840 
IAU iShares Gold Trust
+2.25%
+$6,528.6 
SGOL abrdn Physical Gold Shares ETF
+2.25%
+$14,520.87 
PICK iShares MSCI Global Metals & Mining Producers ETF
+2.23%
+$13,382.92 
PFE Pfizer Inc.
+2.1%
+$7,376.05 
EIX Edison International
+2.05%
+$5,582.1 
SMH VanEck Semiconductor ETF
+1.98%
+$23,661.4 
WSM Williams-Sonoma, Inc.
+1.92%
+$26,239 
ADBE Adobe Inc.
+1.89%
+$8,160.42 
MLM Martin Marietta Materials, Inc.
+1.88%
+$17,224.22 
XBI SPDR S&P Biotech ETF
+1.85%
+$53,742.26 
INTC Intel Corporation
+1.84%
+$6,831.92 
HD The Home Depot, Inc.
+1.74%
+$4,868.15 
AVGO Broadcom Inc.
+1.65%
+$8,749.36 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.52%
+$4,598.16 
AMGN Amgen Inc.
+1.51%
+$29,736.63 
VGT Vanguard Information Technology ETF
+1.51%
+$3,062.52 
RPM RPM International Inc.
+1.48%
+$3,871.44 
NVS Novartis AG Sponsored ADR
+1.38%
+$8,720.18 
IYW iShares U.S. Technology ETF
+1.37%
+$13,593.11 
GD General Dynamics Corporation
+1.33%
+$10,347.17 
UPS United Parcel Service, Inc.
+1.24%
+$4,995.84 
OSK Oshkosh Corporation
+1.19%
+$9,704.49 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$2,409.12 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$2,570.54 
IWM iShares Russell 2000 ETF
+1.09%
+$6,074.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$10,592.4 
IYH iShares U.S. Healthcare ETF
+1.07%
+$2,703.22 
VEU Vanguard FTSE All-World ex-US ETF
+1.02%
+$7,242.06 
DE Deere & Company
+0.96%
+$8,989.86 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$9,608.8 
NUSC Nuveen ESG Small-Cap ETF
+0.96%
+$2,502 
KMB Kimberly-Clark Corporation
+0.94%
+$4,117.74 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.93%
+$6,681.24 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$35,955.36 
DXJ WisdomTree Japan Hedged Equity Fund
+0.9%
+$2,043.2 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.88%
+$3,547.44 
BMY Bristol-Myers Squibb Company
+0.87%
+$3,711.68 
LMT Lockheed Martin Corporation
+0.87%
+$6,449.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.87%
+$18,247.84 
MO Altria Group, Inc.
+0.85%
+$6,307.18 
VGK Vanguard FTSE Europe ETF
+0.85%
+$3,115.32 
ABBV AbbVie Inc.
+0.83%
+$18,798.12 
ESGV Vanguard ESG U.S. Stock ETF
+0.81%
+$1,978.91 
AMZN Amazon.com Inc
+0.8%
+$31,531.38 
VUG Vanguard Growth ETF
+0.8%
+$2,066.1 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$22,347.16 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$1,847.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.72%
+$2,399.43 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.72%
+$1,803.59 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.67%
+$2,286 
NOC Northrop Grumman Corporation
+0.66%
+$4,836.94 
NULV Nuveen ESG Large-Cap Value ETF
+0.61%
+$1,674.69 
DFIV Dimensional International Value ETF
+0.61%
+$3,567.9 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$11,217.6 
NFLX Netflix, Inc.
+0.58%
+$9,937.73 
IWD iShares Russell 1000 Value ETF
+0.57%
+$26,851.02 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.54%
+$2,138.52 
DVY iShares Select Dividend ETF
+0.52%
+$6,328.51 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.51%
+$1,362.28 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.51%
+$1,611.41 
HIX Western Asset High Income Fund II Inc.
+0.51%
+$958.66 
VLU SPDR S&P 1500 Value Tilt ETF
+0.51%
+$1,953.77 
XLU Utilities Select Sector SPDR Fund
+0.51%
+$5,030.96 
GPIX S&P 500 Core Premium Income Fund
+0.48%
+$1,529.82 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.48%
+$2,138.24 
SPG Simon Property Group, Inc.
+0.46%
+$1,140.21 
CSCO Cisco Systems, Inc.
+0.45%
+$2,306.88 
DFSV Dimensional US Small Cap Value ETF
+0.44%
+$2,110.72 
PEP PepsiCo, Inc.
+0.42%
+$1,411.94 
SBUX Starbucks Corporation
+0.41%
+$1,571.22 
VNQ Vanguard Real Estate ETF
+0.41%
+$3,175.59 
IDV iShares International Select Dividend ETF
+0.41%
+$10,876.14 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.4%
+$2,042.69 
PCEF Invesco CEF Income Composite ETF
+0.4%
+$2,579.52 
PFF iShares Preferred and Income Securities ETF
+0.39%
+$1,804.2 
PH Parker-Hannifin Corporation
+0.38%
+$6,577.1 
T AT&T Inc.
+0.36%
+$949.96 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.36%
+$1,101.46 
FVD First Trust Value Line Dividend Index Fund
+0.34%
+$5,510.04 
JPM JPMorgan Chase & Co.
+0.33%
+$8,139.76 
META Meta Platforms Inc Class A
+0.33%
+$4,343.17 
CMF iShares California Muni Bond ETF
+0.32%
+$2,844.18 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.3%
+$1,737.7 
AAPL Apple Inc.
+0.29%
+$28,611.08 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.29%
+$1,425 
VCV Invesco California Value Municipal Income Trust
+0.28%
+$1,210.92 
CL Colgate-Palmolive Company
+0.28%
+$814.06 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$5,165.34 
DUHP Dimensional US High Profitability ETF
+0.27%
+$5,007.56 
MUB iShares National Muni Bond ETF
+0.27%
+$592.23 
BAC Bank of America Corporation
+0.25%
+$1,500 
FCAL First Trust California Municipal Fund
+0.24%
+$585.92 
KO The Coca-Cola Company
+0.24%
+$1,208.47 
TLH iShares 10-20 Year Treasury Bond ETF
+0.23%
+$828 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.23%
+$634.5 
PYLD PIMCO Multisector Bond Active ETF
+0.21%
+$1,466.46 
FPE First Trust Preferred Securities and Income ETF
+0.2%
+$2,407.12 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.2%
+$1,865.42 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$1,005.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$1,349.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.17%
+$5,131.35 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.17%
+$2,364.53 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$3,182.62 
IGEB iShares Investment Grade Corporate Bond ETF
+0.14%
+$638.76 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.13%
+$279.18 
VZ Verizon Communications Inc.
+0.13%
+$693.95 
PTY PIMCO Corporate & Income Opportunity Fund
+0.13%
+$392.25 
BYLD iShares Yield Optimized Bond ETF
+0.11%
+$411.25 
PWRD TCW Transform Systems ETF
+0.11%
+$364.05 
NEE NextEra Energy, Inc.
+0.06%
+$442.5 
PGP PIMCO Global StocksPLUS and Income Fund
+0.03%
+$37.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$63.62 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$44.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$31.5 
MSFT Microsoft Corp.
+0.01%
+$343.91 
AWF AllianceBernstein Global High Income Fund Inc.
0%
$0 
SNDK SanDisk Corporation
-3.59%
-$4,426.66 
PAA Plains All American Pipeline, L.P.
-3.06%
-$15,120 
ET Energy Transfer L.P.
-2.59%
-$40,868.65 
MPLX MPLX LP
-2.56%
-$52,199.35 
MA Mastercard Incorporated
-2.29%
-$19,351.21 
V Visa Inc. Class A
-2.18%
-$31,351.99 
CPER United States Copper Index Fund
-2.06%
-$5,953.92 
SLB Schlumberger Limited
-1.98%
-$14,645.16 
WMB The Williams Companies, Inc.
-1.9%
-$33,087.6 
OKE ONEOK, Inc.
-1.72%
-$30,252.85 
JCI Johnson Controls International plc
-1.52%
-$14,017.75 
FCFS FirstCash Holdings, Inc.
-1.52%
-$3,138.73 
AMP Ameriprise Financial, Inc.
-1.42%
-$21,318.93 
CVX Chevron Corporation
-1.42%
-$18,786.8 
KMI Kinder Morgan, Inc.
-1.41%
-$3,365.56 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
-1.34%
-$36,843.03 
XOM Exxon Mobil Corporation
-1.22%
-$10,096.51 
XLE Energy Select Sector SPDR Fund
-1.17%
-$10,950.72 
EOG EOG Resources, Inc.
-1.09%
-$7,263.7 
CB Chubb Limited
-1.05%
-$4,263.12 
GOOGL Alphabet Inc
-0.98%
-$22,508.5 
GOOG Alphabet Inc
-0.91%
-$14,476.82 
ADP Automatic Data Processing Inc.
-0.79%
-$3,057.54 
PSX Phillips 66
-0.79%
-$6,637.36 
DG Dollar General Corporation
-0.73%
-$2,444.04 
EPD Enterprise Products Partners L.P.
-0.72%
-$14,357.42 
WM Waste Management, Inc.
-0.58%
-$1,960.41 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$14,884.57 
AXP American Express Company
-0.47%
-$1,000.01 
CLX The Clorox Company
-0.46%
-$1,205.28 
MU Micron Technology, Inc.
-0.44%
-$1,000.95 
XYL Xylem Inc.
-0.41%
-$1,157.38 
WFC Wells Fargo & Company
-0.41%
-$1,605.66 
HESM Hess Midstream LP
-0.38%
-$3,486.9 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-0.36%
-$1,021.81 
XLF Financial Select Sector SPDR Fund
-0.33%
-$2,121.54 
CFR Cullen/Frost Bankers Inc.
-0.17%
-$484.38 
COST Costco Wholesale Corporation
-0.14%
-$1,394.04 
ABT Abbott Laboratories
-0.14%
-$803.25 
RTX RTX Corporation
-0.12%
-$1,193.4 
CTVA Corteva Inc.
-0.05%
-$303.48 
BKLN Invesco Senior Loan ETF
-0.02%
-$97.75 
JEPI JPMorgan Equity Premium Income Fund
-0.01%
-$101.49 Events
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Dividends
Dividend Analysis
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| Trades 860 | Longs Won 611/860 71% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,287.34 |
| Average Win $59,843.29 | Best Trade (Aug 31) $2.1M | Sharpe Ratio -11.08 |
| Average Loss -$16,636.32 | Worst Trade (Mar 31) -$341,711.62 | Z-Score 12.17 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $37,699.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,099 | $7.82M | $9.74M | - | $1.93M | 24.66% | +0.294% |
| ABBV AbbVie Inc. | 9,306 | $1.68M | $2.29M | - | $604,094.6 | 35.87% | +0.828% |
| ABT Abbott Laboratories | 5,355 | $485,913 | $577,322.55 | - | $91,409.55 | 18.81% | -0.139% |
| ACN Accenture plc Class A | 3,386 | $421,354 | $594,852.45 | - | $173,498.45 | 41.18% | +2.671% |
| ADBE Adobe Inc. | 1,662 | $615,969.72 | $440,679.28 | - | -$175,290.44 | -28.46% | +1.887% |
| ADP Automatic Data Processing Inc. | 1,409 | $286,280.5 | $382,318.06 | - | $96,037.56 | 33.55% | -0.793% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,712 | $765,270.28 | $752,729.76 | - | -$12,540.52 | -1.64% | +0.18% |
| ALC Alcon Inc. | 3,101 | $263,244 | $222,651.8 | - | -$40,592.2 | -15.42% | +3.25% |
| AMGN Amgen Inc. | 4,851 | $1.3M | $1.99M | - | $692,489.99 | 53.22% | +1.514% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 74,702 | $2.23M | $2.71M | - | $483,875.8 | 21.73% | -1.341% |
| AMP Ameriprise Financial, Inc. | 2,685 | $1.43M | $1.48M | - | $52,222.8 | 3.65% | -1.418% |
| AMZN Amazon.com Inc | 14,464 | $3.16M | $3.97M | - | $807,838.76 | 25.55% | +0.801% |
| AVGO Broadcom Inc. | 1,258 | $365,883.7 | $537,826.44 | - | $171,942.74 | 46.99% | +1.654% |
| AWF AllianceBernstein Global High Income Fund Inc. | 16,157 | $172,804.84 | $163,347.27 | - | -$9,457.57 | -5.47% | 0.0 |
| AXP American Express Company | 625 | $211,572 | $213,125 | - | $1,553 | 0.73% | -0.467% |
| BAC Bank of America Corporation | 9,375 | $412,511 | $592,125 | - | $179,614 | 43.54% | +0.254% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,218 | $202,695.65 | $202,880.46 | - | $184.81 | 0.09% | +0.022% |
| BKLN Invesco Senior Loan ETF | 19,549 | $407,105.1 | $400,656.75 | - | -$6,448.35 | -1.58% | -0.024% |
| BMY Bristol-Myers Squibb Company | 6,628 | $367,167.03 | $428,897.88 | - | $61,730.85 | 16.81% | +0.873% |
| BRK-B Berkshire Hathaway Inc. | 5,297 | $2.48M | $2.76M | - | $281,383.81 | 11.33% | -0.536% |
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FAQ
Which stocks have generated the highest profits for Adam Scott?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $926,192.45, iShares iBoxx $ Investment Grade Corporate Bond ETF - $226,359.61, SPDR S&P Biotech ETF - $211,115.82, Enterprise Products Partners L.P - $207,821.17, and MPLX LP - $198,012.5. 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: Adobe Inc - $426,119.68, Salesforce Inc - $408,674.4, PayPal Holdings Inc - $96,762.97, Invesco NASDAQ 100 ETF - $71,716.44, and Tesla, Inc - $67,507.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Scott's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.04M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $220,764.02, MPLX LP - $196,359.5, Enterprise Products Partners L.P - $196,103.92, iShares International Select Dividend ETF - $166,881.34, and iShares 20+ Year Treasury Bond ETF - $163,483.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Scott's monthly returns?
Adam Scott's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Adam Scott's strategy be considered aggressive or moderate?
Adam Scott'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 Adam Scott's strategy?
Adam Scott'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.
