Jane King Portfolio
Invests via Fairfield Financial Advisors, LTD | Managed by Jane King
Invests via Fairfield Financial Advisors, LTD
Managed by Jane King
Automatically Tracked
Jane King Profile
Seasoned investor and operator focused on technology and growth-stage companies, with experience across corporate development, private equity and venture investing. Jane King brings operational leadership in scaling product and go-to-market teams, portfolio construction expertise, and board-level oversight. Market-facing strengths include diligence, capital allocation and exit planning. Regular contributor to industry forums and advisor to early-stage founders.
Seasoned investor and operator focused on technology and growth-stage companies, with experience across corporate development, private equity and venture investing. Jane King brings operational leadership in scaling product and go-to-market teams, portfolio construction expertise, and board-level oversight. Market-facing strengths include diligence, capital allocation and exit planning. Regular contributor to industry forums and advisor to early-stage founders.
Investment Philosophy & Strategy
Operator-led, growth-oriented approach prioritizing technology businesses with scalable product and go-to-market engines. Seeks growth-stage companies where operational intervention can accelerate revenue and unit-economics improvement, deploying staged capital with clear follow-on reserves and board-level engagement. Underwrites opportunities through rigorous diligence on market positioning, customer retention and exit optionality, favoring repeatable distribution models and defensible technical moats. Time horizon tilts medium-to-long; risk managed via concentration limits, active governance, and exit-oriented value creation playbooks that align management incentives with liquidity pathways.
Operator-led, growth-oriented approach prioritizing technology businesses with scalable product and go-to-market engines. Seeks growth-stage companies where operational intervention can accelerate revenue and unit-economics improvement, deploying staged capital with clear follow-on reserves and board-level engagement. Underwrites opportunities through rigorous diligence on market positioning, customer retention and exit optionality, favoring repeatable distribution models and defensible technical moats. Time horizon tilts medium-to-long; risk managed via concentration limits, active governance, and exit-oriented value creation playbooks that align management incentives with liquidity pathways.
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:
37.81%
Gain -0.62%
Monthly
0.56%
Yearly
6.87%
Drawdown
17.3%
$248.73M
Equity
Holdings
$248.73M
Investment
$152.33M
$85.87M
Profit -$1.93M
Realized
-$10.53M
Unrealized
$96.4M
Dividends
$28.72M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.93M
Win %
81%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$2.18M
Win %
81%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.93M
Win %
81%
This Year
Compared to last year
Gain
-0.67%
Profit
-$1.68M
Win %
74%
COR Cencora, Inc.
+2.73%
+$9,437.68 
MCK McKesson Corporation
+2.49%
+$137,422.5 
ABT Abbott Laboratories
+1.01%
+$5,508.8 
META Meta Platforms Inc Class A
+0.71%
+$13,675.27 
TSLA Tesla, Inc.
+0.58%
+$2,343.02 
DWX SPDR S&P International Dividend ETF
+0.01%
+$22.29 
AJG Arthur J. Gallagher & Co.
0%
+$0.02 
AMGN Amgen Inc.
0%
-$0.05 
AMD Advanced Micro Devices, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.05 
CAT Caterpillar Inc.
0%
-$0.17 
CEG Constellation Energy Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
DE Deere & Company
0%
-$0.17 
EME EMCOR Group, Inc.
0%
-$0.01 
FCX Freeport-McMoRan Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GE General Electric Company
0%
-$0.22 
HCA HCA Healthcare Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.45 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.11 
MMM 3M Company
0%
+$0.07 
MSFT Microsoft Corp.
0%
+$0.03 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.02 
PANW Palo Alto Networks, Inc.
0%
-$0.13 
SPOT Spotify Technology S.A.
0%
$0 
THC Tenet Healthcare Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
V Visa Inc. Class A
0%
-$0.11 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.03 
VRT Vertiv Holdings Co
0%
-$0.03 
WELL Welltower Inc.
0%
+$0.28 
WMT Walmart Inc.
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.02 
FDD First Trust STOXX European Select Dividend Index Fund
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.04 
TQQQ ProShares UltraPro QQQ
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$1.84 
XLI Industrial Select Sector SPDR Fund
0%
-$0.27 
XLE Energy Select Sector SPDR Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.05 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$618,154.15 
ORCL Oracle Corporation
-3.69%
-$14,342.76 
AMZN Amazon.com Inc
-2.09%
-$250,254.01 
AAPL Apple Inc.
-1.09%
-$153,282.6 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$115,201.68 
WDC Western Digital Corporation
-0.09%
-$159.9 
NVDA NVIDIA Corporation
-0.02%
-$726.55 
ADP Automatic Data Processing Inc.
0%
-$72.32 
ADI Analog Devices, Inc.
0%
-$20.21 Events
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Dividends
Dividend Analysis
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| Trades 2396 | Longs Won 1187/2396 49% | Profit Factor 3.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $590,576.77 |
| Average Win $104,222.52 | Best Trade (Aug 17) $19.99M | Sharpe Ratio -15.79 |
| Average Loss -$31,298.82 | Worst Trade (Jun 29) -$3.25M | Z-Score -0.38 (29.91%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $35,839.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.46% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,756 | $8.03M | $13.95M | - | $5.92M | 73.7% | -1.087% |
| ABT Abbott Laboratories | 5,008 | $597,778.21 | $549,477.76 | - | -$48,300.45 | -8.08% | +1.013% |
| ADI Analog Devices, Inc. | 4,043 | $732,792.43 | $1.55M | - | $819,416.3 | 111.82% | -0.001% |
| ADP Automatic Data Processing Inc. | 14,492 | $3.38M | $3.97M | - | $588,427.2 | 17.42% | -0.002% |
| AJG Arthur J. Gallagher & Co. | 1,700 | $544,207.02 | $429,131 | - | -$115,076.02 | -21.15% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,655 | $1.33M | $2.66M | - | $1.32M | 99.58% | 0.0 |
| AMGN Amgen Inc. | 4,758 | $1.23M | $1.99M | - | $758,248.9 | 61.81% | 0.0 |
| AMZN Amazon.com Inc | 42,999 | $7.04M | $11.71M | - | $4.67M | 66.38% | -2.093% |
| APH Amphenol Corporation | 4,134 | $364,453.44 | $346,635.9 | - | -$17,817.54 | -4.89% | 0.0 |
| AVGO Broadcom Inc. | 4,841 | $1.72M | $2.04M | - | $319,924.35 | 18.55% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 15,729 | $5.51M | $8.33M | - | $2.82M | 51.17% | 0.0 |
| CAT Caterpillar Inc. | 8,575 | $3.44M | $7.18M | - | $3.74M | 108.76% | 0.0 |
| CEG Constellation Energy Corporation | 5,038 | $1.25M | $1.36M | - | $111,164.29 | 8.88% | 0.0 |
| COR Cencora, Inc. | 1,064 | $301,103 | $355,237.68 | - | $54,134.68 | 17.98% | +2.729% |
| COST Costco Wholesale Corporation | 8,135 | $5.81M | $7.75M | - | $1.94M | 33.3% | 0.0 |
| DE Deere & Company | 5,734 | $2.25M | $3.49M | - | $1.25M | 55.48% | 0.0 |
| DVY iShares Select Dividend ETF | 2,060 | $292,659.42 | $333,699.4 | - | $41,039.98 | 14.02% | 0.0 |
| DWX SPDR S&P International Dividend ETF | 6,369 | $292,707 | $305,097.39 | - | $12,390.39 | 4.23% | +0.007% |
| EME EMCOR Group, Inc. | 327 | $271,524 | $264,650.91 | - | -$6,873.09 | -2.53% | 0.0 |
| FCX Freeport-McMoRan Inc. | 21,618 | $856,983.19 | $1.52M | - | $667,301.99 | 77.87% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jane King?
The largest contributions to the portfolio's profits come from the following stocks: Parnassus Core Equity Fund Investor Shares - $4.98M, State Street Technology Select Sector SPDR ETF - $3.38M, Eli Lilly and Company - $2.75M, Invesco QQQ Trust, Series 1 - $2.45M, and Alphabet Inc - $1.85M. 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: Polen Growth Fund Investor Class - $2.16M, Jensen Quality Growth Fund Inc. Class J - $2.16M, Novo Nordisk A/S Sponsored ADR - $1.49M, Danaher Corporation - $816,379.29, and Charles River Laboratories International, Inc - $816,153.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jane King's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.72M earned over time. The largest contributors to dividend income include Parnassus Core Equity Fund Investor Shares - $6.68M, Jensen Quality Growth Fund I - $4.26M, Vanguard Dividend Growth Fund Investor Shares - $3.45M, T. Rowe Price Capital Appreciation Fund - $1.83M, and T. Rowe Price Capital Appreciation Fund I Class - $1.29M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jane King's monthly returns?
Jane King's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jane King's strategy be considered aggressive or moderate?
Jane King's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jane King's strategy?
Jane King's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
