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:
26.94%
Gain +0.3%
Monthly
1.11%
Yearly
14.24%
Drawdown
16.09%
$165.38M
Equity
Holdings
$165.38M
Investment
$136.65M
$30.76M
Profit +$425,661.12
Realized
$2.03M
Unrealized
$28.73M
Dividends
$5.58M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$425,661.12
Win %
67%
This Week
Compared To Last Week
Gain
0.46%
Profit
$760,612.3
Win %
67%
This Month
Compared to last month
Gain
2.01%
Profit
$3.26M
Win %
67%
This Year
Compared to last year
Gain
4.18%
Profit
$6.63M
Win %
68%
MCHP Microchip Technology Incorporated
+2.77%
+$20,574.66 
RTX RTX Corporation
+2.59%
+$21,437 
LMT Lockheed Martin Corporation
+2.55%
+$17,261.04 
GALT Galectin Therapeutics Inc.
+2.43%
+$1,203.75 
KMI Kinder Morgan, Inc.
+2.27%
+$5,698.51 
JPM JPMorgan Chase & Co.
+2.19%
+$51,238.31 
SLB Schlumberger Limited
+2.19%
+$15,219.48 
NOC Northrop Grumman Corporation
+2.15%
+$13,773 
OKE ONEOK, Inc.
+2.07%
+$37,565.62 
MLM Martin Marietta Materials, Inc.
+2.04%
+$17,054.02 
GDX VanEck Gold Miners ETF
+1.94%
+$24,412.09 
GD General Dynamics Corporation
+1.9%
+$12,898.72 
WFC Wells Fargo & Company
+1.82%
+$6,807.11 
CFR Cullen/Frost Bankers Inc.
+1.59%
+$4,238.5 
UPS United Parcel Service, Inc.
+1.53%
+$5,834.98 
EOG EOG Resources, Inc.
+1.52%
+$11,334.37 
ACN Accenture plc Class A
+1.49%
+$11,343.1 
BAC Bank of America Corporation
+1.44%
+$6,984.37 
EPD Enterprise Products Partners L.P.
+1.43%
+$26,626.59 
XYL Xylem Inc.
+1.41%
+$3,448.52 
AXP American Express Company
+1.4%
+$2,740.62 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.34%
+$7,509.84 
PEP PepsiCo, Inc.
+1.29%
+$4,027.16 
MPLX MPLX LP
+1.21%
+$23,237.13 
ET Energy Transfer L.P.
+1.21%
+$18,333.6 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.2%
+$3,967.99 
IDV iShares International Select Dividend ETF
+1.19%
+$30,513.62 
XLE Energy Select Sector SPDR Fund
+1.19%
+$12,722.16 
MO Altria Group, Inc.
+1.12%
+$9,049.42 
DFIV Dimensional International Value ETF
+1.11%
+$6,371.25 
WMB The Williams Companies, Inc.
+1.11%
+$18,664.8 
KO The Coca-Cola Company
+1.11%
+$6,012.9 
HD The Home Depot, Inc.
+1.08%
+$2,670.66 
NEE NextEra Energy, Inc.
+1.05%
+$7,345.5 
PSX Phillips 66
+1.01%
+$11,869.88 
SPG Simon Property Group, Inc.
+1%
+$2,247.21 
XLF Financial Select Sector SPDR Fund
+0.98%
+$6,029.64 
CVX Chevron Corporation
+0.98%
+$15,001.33 
CPER United States Copper Index Fund
+0.98%
+$2,728.88 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$26,935.3 
AAPL Apple Inc.
+0.94%
+$100,449.77 
PH Parker-Hannifin Corporation
+0.94%
+$14,596.2 
XLU Utilities Select Sector SPDR Fund
+0.92%
+$8,804.18 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.92%
+$3,547.44 
DXJ WisdomTree Japan Hedged Equity Fund
+0.91%
+$2,087.89 
VGK Vanguard FTSE Europe ETF
+0.87%
+$3,015.47 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.86%
+$5,943.54 
DVY iShares Select Dividend ETF
+0.86%
+$10,246.24 
WSM Williams-Sonoma, Inc.
+0.85%
+$11,766.12 
FVD First Trust Value Line Dividend Index Fund
+0.77%
+$12,154.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$7,197.4 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.75%
+$1,632.92 
XLP Consumer Staples Select Sector SPDR Fund
+0.74%
+$2,031.75 
RPM RPM International Inc.
+0.74%
+$1,675.37 
VZ Verizon Communications Inc.
+0.73%
+$3,758.95 
JCI Johnson Controls International plc
+0.72%
+$6,352.73 
DFSV Dimensional US Small Cap Value ETF
+0.72%
+$3,260.95 
HESM Hess Midstream LP
+0.69%
+$4,881.66 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.68%
+$17,554.97 
V Visa Inc. Class A
+0.68%
+$10,489.5 
AMP Ameriprise Financial, Inc.
+0.64%
+$8,685.98 
TSLA Tesla, Inc.
+0.63%
+$1,702.33 
KMB Kimberly-Clark Corporation
+0.63%
+$2,644.24 
XOM Exxon Mobil Corporation
+0.59%
+$5,541.17 
ITB iShares U.S. Home Construction ETF
+0.58%
+$2,576.51 
COST Costco Wholesale Corporation
+0.58%
+$5,822 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.58%
+$1,379.86 
CLX The Clorox Company
+0.56%
+$1,205.28 
T AT&T Inc.
+0.55%
+$1,452.88 
CL Colgate-Palmolive Company
+0.55%
+$1,596.81 
NVDA NVIDIA Corporation
+0.55%
+$16,235.27 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.55%
+$1,362.27 
VNQ Vanguard Real Estate ETF
+0.54%
+$3,890.11 
NVS Novartis AG Sponsored ADR
+0.49%
+$3,009.09 
EIX Edison International
+0.48%
+$1,092.15 
IWD iShares Russell 1000 Value ETF
+0.45%
+$21,005.9 
VLU SPDR S&P 1500 Value Tilt ETF
+0.44%
+$1,704.3 
DG Dollar General Corporation
+0.37%
+$1,314 
ADP Automatic Data Processing Inc.
+0.36%
+$1,465.37 
JEPI JPMorgan Equity Premium Income Fund
+0.36%
+$4,183.42 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.35%
+$1,806.99 
OSK Oshkosh Corporation
+0.35%
+$2,386.35 
CTVA Corteva Inc.
+0.35%
+$341.42 
VEU Vanguard FTSE All-World ex-US ETF
+0.35%
+$2,399.99 
ABBV AbbVie Inc.
+0.33%
+$8,748.48 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.33%
+$1,272 
SGOL abrdn Physical Gold Shares ETF
+0.33%
+$2,074.41 
AMGN Amgen Inc.
+0.3%
+$6,403.32 
GLD SPDR Gold Shares
+0.27%
+$1,030.01 
IAU iShares Gold Trust
+0.27%
+$761.67 
CB Chubb Limited
+0.24%
+$962.63 
MA Mastercard Incorporated
+0.22%
+$1,993.76 
STWD Starwood Property Trust Inc.
+0.2%
+$262.5 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$5,187.78 
FPE First Trust Preferred Securities and Income ETF
+0.17%
+$2,063.25 
ABT Abbott Laboratories
+0.17%
+$963.9 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.15%
+$725 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.12%
+$682.66 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.12%
+$380.83 
VCV Invesco California Value Municipal Income Trust
+0.11%
+$403.64 
LEN Lennar Corporation
+0.1%
+$406.56 
NULV Nuveen ESG Large-Cap Value ETF
+0.1%
+$284.02 
CMF iShares California Muni Bond ETF
+0.09%
+$790.05 
FCAL First Trust California Municipal Fund
+0.09%
+$202.04 
AMZN Amazon.com Inc
+0.08%
+$3,037.58 
PAA Plains All American Pipeline, L.P.
+0.08%
+$420 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$336.78 
NUSC Nuveen ESG Small-Cap ETF
+0.07%
+$175.14 
DUHP Dimensional US High Profitability ETF
+0.07%
+$1,306.32 
BYLD iShares Yield Optimized Bond ETF
+0.07%
+$246.75 
PFE Pfizer Inc.
+0.07%
+$268.22 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$1,522.12 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$342.68 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$399.94 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.06%
+$158.62 
BKLN Invesco Senior Loan ETF
+0.05%
+$195.49 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$910.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$101.8 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$673.74 
AGG iShares Core U.S. Aggregate Bond ETF
+0.04%
+$269.92 
MUB iShares National Muni Bond ETF
+0.03%
+$72.73 
GPIX S&P 500 Core Premium Income Fund
+0.03%
+$85 
WM Waste Management, Inc.
+0.02%
+$73.15 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$43.03 
TLH iShares 10-20 Year Treasury Bond ETF
+0.02%
+$55.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.01%
+$416.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$39.66 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-3.76%
-$76,571.16 
SNDK SanDisk Corporation
-3.47%
-$4,740.26 
MU Micron Technology, Inc.
-2.85%
-$6,781.47 
SNPS Synopsys, Inc.
-2.4%
-$7,721.87 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.38%
-$7,694.88 
INTC Intel Corporation
-2.27%
-$8,057.21 
IGV iShares Expanded Tech-Software Sector ETF
-2.18%
-$63,516.64 
XBI SPDR S&P Biotech ETF
-2.12%
-$59,661.43 
ORCL Oracle Corporation
-2.05%
-$5,256.54 
NFLX Netflix, Inc.
-1.98%
-$33,164.29 
META Meta Platforms Inc Class A
-1.62%
-$27,102.53 
AVGO Broadcom Inc.
-1.59%
-$6,881.25 
ADBE Adobe Inc.
-1.37%
-$5,717.28 
FCFS FirstCash Holdings, Inc.
-1.12%
-$2,444.58 
PTY PIMCO Corporate & Income Opportunity Fund
-1.11%
-$3,138 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$5,338.79 
SMH VanEck Semiconductor ETF
-0.99%
-$11,525.82 
DHR Danaher Corporation
-0.87%
-$11,993.67 
IYW iShares U.S. Technology ETF
-0.87%
-$8,896.93 
VGT Vanguard Information Technology ETF
-0.86%
-$1,776.6 
CSCO Cisco Systems, Inc.
-0.78%
-$3,673.92 
QCOM QUALCOMM Incorporated
-0.73%
-$8,387.93 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$1,425.6 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$6,610.82 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.64%
-$2,919.52 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$13,159.5 
GOOGL Alphabet Inc
-0.6%
-$13,440.79 
AWF AllianceBernstein Global High Income Fund Inc.
-0.57%
-$888.63 
DE Deere & Company
-0.53%
-$5,199.85 
GOOG Alphabet Inc
-0.51%
-$7,888.32 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$1,714.5 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$17,656.65 
PCEF Invesco CEF Income Composite ETF
-0.44%
-$2,740.74 
MSFT Microsoft Corp.
-0.39%
-$24,286.72 
ALC Alcon Inc.
-0.36%
-$744.24 
VUG Vanguard Growth ETF
-0.35%
-$916.65 
PGP PIMCO Global StocksPLUS and Income Fund
-0.25%
-$279.7 
IWM iShares Russell 2000 ETF
-0.21%
-$1,093.37 
ESGV Vanguard ESG U.S. Stock ETF
-0.17%
-$422.76 
HIX Western Asset High Income Fund II Inc.
-0.14%
-$239.66 
PWRD TCW Transform Systems ETF
-0.07%
-$223.8 
IYH iShares U.S. Healthcare ETF
-0.06%
-$164.38 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$788.17 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.05%
-$481.4 
BMY Bristol-Myers Squibb Company
-0.03%
-$132.56 
SBUX Starbucks Corporation
-0.03%
-$91.35 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
-0.01%
-$43.6 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.01%
-$23.27 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$30.28 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 860 | Longs Won 588/860 68% | Profit Factor 6.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,095.41 |
| Average Win $61,947.64 | Best Trade (Oct 16) $2.88M | Sharpe Ratio -11.08 |
| Average Loss -$20,833.93 | Worst Trade (Mar 31) -$341,711.62 | Z-Score 6.04 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $35,765.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,099 | $7.82M | $10.74M | - | $2.92M | 37.36% | +0.944% |
| ABBV AbbVie Inc. | 9,306 | $1.68M | $2.65M | - | $961,911.14 | 57.12% | +0.332% |
| ABT Abbott Laboratories | 5,355 | $485,913 | $561,525.3 | - | $75,612.3 | 15.56% | +0.172% |
| ACN Accenture plc Class A | 3,386 | $421,354 | $772,922.22 | - | $351,568.22 | 83.44% | +1.489% |
| ADBE Adobe Inc. | 1,662 | $615,969.72 | $412,558.26 | - | -$203,411.46 | -33.02% | -1.367% |
| ADP Automatic Data Processing Inc. | 1,409 | $286,280.5 | $403,946.21 | - | $117,665.71 | 41.1% | +0.364% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,712 | $765,270.28 | $736,071.84 | - | -$29,198.44 | -3.82% | +0.037% |
| ALC Alcon Inc. | 3,101 | $263,244 | $205,720.34 | - | -$57,523.66 | -21.85% | -0.36% |
| AMGN Amgen Inc. | 4,851 | $1.3M | $2.11M | - | $810,708.81 | 62.31% | +0.304% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 74,702 | $2.23M | $2.58M | - | $356,822.64 | 16.02% | +0.684% |
| AMP Ameriprise Financial, Inc. | 2,685 | $1.43M | $1.36M | - | -$71,461.73 | -5% | +0.644% |
| AMZN Amazon.com Inc | 14,464 | $3.16M | $3.69M | - | $526,224.68 | 16.64% | +0.082% |
| AVGO Broadcom Inc. | 1,258 | $365,883.7 | $426,285.88 | - | $60,402.18 | 16.51% | -1.589% |
| AWF AllianceBernstein Global High Income Fund Inc. | 16,157 | $172,804.84 | $154,541.7 | - | -$18,263.14 | -10.57% | -0.572% |
| AXP American Express Company | 625 | $211,572 | $198,909.37 | - | -$12,662.63 | -5.99% | +1.397% |
| BAC Bank of America Corporation | 9,375 | $412,511 | $491,671.87 | - | $79,160.87 | 19.19% | +1.441% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,218 | $202,695.65 | $203,078.75 | - | $383.1 | 0.19% | +0.021% |
| BKLN Invesco Senior Loan ETF | 19,549 | $407,105.1 | $400,265.77 | - | -$6,839.33 | -1.68% | +0.049% |
| BMY Bristol-Myers Squibb Company | 6,628 | $367,167.03 | $401,325.4 | - | $34,158.37 | 9.3% | -0.033% |
| BRK-B Berkshire Hathaway Inc. | 5,297 | $2.48M | $2.81M | - | $328,871.47 | 13.25% | +0.967% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $238,653.75, SPDR S&P Biotech ETF - $211,115.82, Enterprise Products Partners L.P - $207,821.17, and iShares International Select Dividend ETF - $205,449.58. 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 $5.58M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $233,058.16, iShares International Select Dividend ETF - $198,893.45, MPLX LP - $196,359.5, Enterprise Products Partners L.P - $196,103.92, and iShares 20+ Year Treasury Bond ETF - $177,567.44. 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.
2026 © Marketlog. All Rights Reserved.
