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:
43.68%
Gain -0.62%
Monthly
0.57%
Yearly
7%
Drawdown
17.28%
$249.08M
Equity
Holdings
$249.08M
Investment
$154.09M
$90.46M
Profit -$1.94M
Realized
-$4.53M
Unrealized
$95M
Dividends
$29.01M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.94M
Win %
80%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$4.72M
Win %
80%
This Month
Compared to last month
Gain
0.41%
Profit
$1.02M
Win %
80%
This Year
Compared to last year
Gain
0.41%
Profit
$1.02M
Win %
74%
RTX RTX Corporation
+2.14%
+$4,945.82 
XLE Energy Select Sector SPDR Fund
+1.38%
+$38,487.28 
NRG NRG Energy, Inc.
+1.35%
+$38,901.93 
GE General Electric Company
+1.28%
+$87,172 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$5,707.8 
JNJ Johnson & Johnson
+1.2%
+$5,829.72 
COST Costco Wholesale Corporation
+1.19%
+$91,477.97 
NEE NextEra Energy, Inc.
+1.19%
+$5,153.08 
AAPL Apple Inc.
+0.93%
+$134,056.74 
IDV iShares International Select Dividend ETF
+0.87%
+$7,402.59 
ADI Analog Devices, Inc.
+0.79%
+$12,321.75 
LLY Eli Lilly and Company
+0.79%
+$102,550.78 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$1,786.47 
DVY iShares Select Dividend ETF
+0.75%
+$2,460.06 
V Visa Inc. Class A
+0.7%
+$29,568.41 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$50,928.35 
AJG Arthur J. Gallagher & Co.
+0.66%
+$2,099.89 
FDD First Trust STOXX European Select Dividend Index Fund
+0.63%
+$4,821.32 
NVS Novartis AG Sponsored ADR
+0.58%
+$1,681.11 
WMT Walmart Inc.
+0.47%
+$26,788.85 
CAT Caterpillar Inc.
+0.41%
+$26,429.76 
WELL Welltower Inc.
+0.41%
+$36,208.3 
MCK McKesson Corporation
+0.38%
+$23,592.75 
DWX SPDR S&P International Dividend ETF
+0.34%
+$1,026.56 
ISRG Intuitive Surgical, Inc.
+0.34%
+$5,769.11 
AMGN Amgen Inc.
+0.31%
+$5,684.42 
MA Mastercard Incorporated
+0.24%
+$7,316.06 
ADP Automatic Data Processing Inc.
+0.21%
+$7,603.46 
NVDA NVIDIA Corporation
+0.04%
+$1,102.32 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$979.6 9128
91282CMW8
0%
$0 9128
91282CQG9
0%
$0 9128
91282CNX5
0%
$0 00BK
00BK9ZQ96
0%
$0 
PANW Palo Alto Networks, Inc.
-7.79%
-$381,495.39 
FTNT Fortinet Inc.
-7.42%
-$24,619.25 
PLTR Palantir Technologies Inc.
-6.44%
-$40,305.02 
TQQQ ProShares UltraPro QQQ
-4.79%
-$9,965.1 
SNDK SanDisk Corporation
-4.4%
-$7,246.97 
MU Micron Technology, Inc.
-3.97%
-$9,862.98 
LITE Lumentum Holdings Inc.
-3.87%
-$11,097.89 
ORCL Oracle Corporation
-3.62%
-$7,407.27 
AMD Advanced Micro Devices, Inc.
-3.6%
-$126,983.71 
LRCX Lam Research Corporation
-3.16%
-$34,426.38 
AVGO Broadcom Inc.
-2.91%
-$62,727.56 
META Meta Platforms Inc Class A
-2.43%
-$54,320.94 
IBKR Interactive Brokers Group Inc.
-2.33%
-$63,571.97 
THC Tenet Healthcare Corporation
-2.23%
-$19,278.85 
SOXX iShares Semiconductor ETF
-2.19%
-$7,060.03 
MSFT Microsoft Corp.
-2.04%
-$138,307.62 
VGT Vanguard Information Technology ETF
-2.03%
-$6,001.6 
XLK State Street Technology Select Sector SPDR ETF
-2.01%
-$664,350.2 
VRT Vertiv Holdings Co
-1.96%
-$14,381.36 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.94%
-$70,737.03 
SMH VanEck Semiconductor ETF
-1.81%
-$12,251.34 
GOOGL Alphabet Inc
-1.63%
-$239,156.4 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$516,935.75 
IBM International Business Machines Corporation
-1.43%
-$18,600.12 
APH Amphenol Corporation
-1.42%
-$3,615.72 
DE Deere & Company
-1.42%
-$48,149.54 
TSLA Tesla, Inc.
-1.18%
-$5,208.06 
HCA HCA Healthcare Inc.
-1.16%
-$10,533.6 
SPOT Spotify Technology S.A.
-1.02%
-$3,996.48 
VRTX Vertex Pharmaceuticals Incorporated
-0.83%
-$3,582.75 
AMZN Amazon.com Inc
-0.66%
-$68,616.55 
CEG Constellation Energy Corporation
-0.51%
-$7,639.38 
MMM 3M Company
-0.43%
-$7,975.66 
ABT Abbott Laboratories
-0.35%
-$1,665 
GEV GE Vernova Inc.
-0.04%
-$984.64 
COR Cencora, Inc.
-0.03%
-$78.84 
FCX Freeport-McMoRan Inc.
-0.01%
-$201.38 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2465 | Longs Won 1234/2465 50% | Profit Factor 3.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $573,726.84 |
| Average Win $104,326.43 | Best Trade (Oct 15) $19.03M | Sharpe Ratio -13.86 |
| Average Loss -$31,093.51 | Worst Trade (Jun 29) -$3.25M | Z-Score -7.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $36,698.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.29% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BK 00BK9ZQ96 | 629 | $284,295 | $284,295 | - | - | - | 0.0 |
| 9128 91282CMW8 | 300,000 | $295,266 | $295,266 | - | - | - | 0.0 |
| 9128 91282CNX5 | 250,000 | $237,480 | $237,480 | - | - | - | 0.0 |
| 9128 91282CQG9 | 818,000 | $779,433.02 | $779,433.02 | - | - | - | 0.0 |
| AAPL Apple Inc. | 42,356 | $7.44M | $14.62M | - | $7.18M | 96.55% | +0.925% |
| ABT Abbott Laboratories | 4,500 | $537,651.76 | $469,395 | - | -$68,256.76 | -12.7% | -0.353% |
| ADI Analog Devices, Inc. | 3,887 | $707,024.62 | $1.58M | - | $875,450.82 | 123.82% | +0.785% |
| ADP Automatic Data Processing Inc. | 12,887 | $3.01M | $3.69M | - | $676,301.17 | 22.45% | +0.207% |
| AJG Arthur J. Gallagher & Co. | 1,265 | $404,954.05 | $318,476.4 | - | -$86,477.65 | -21.35% | +0.664% |
| AMD Advanced Micro Devices, Inc. | 6,277 | $1.71M | $3.4M | - | $1.69M | 98.84% | -3.598% |
| AMGN Amgen Inc. | 4,274 | $1.11M | $1.86M | - | $749,296.39 | 67.42% | +0.306% |
| AMZN Amazon.com Inc | 41,088 | $6.73M | $10.4M | - | $3.67M | 54.63% | -0.656% |
| APH Amphenol Corporation | 3,117 | $137,397.36 | $250,388.61 | - | $112,991.25 | 82.24% | -1.423% |
| AVGO Broadcom Inc. | 6,254 | $2.22M | $2.09M | - | -$130,432.36 | -5.87% | -2.913% |
| BRK-B Berkshire Hathaway Inc. | 14,551 | $5.09M | $7.7M | - | $2.61M | 51.19% | +0.666% |
| CAT Caterpillar Inc. | 8,832 | $3.65M | $6.52M | - | $2.87M | 78.79% | +0.407% |
| CEG Constellation Energy Corporation | 5,418 | $1.35M | $1.48M | - | $134,515.93 | 9.98% | -0.513% |
| COR Cencora, Inc. | 876 | $247,900.59 | $298,996.32 | - | $51,095.73 | 20.61% | -0.026% |
| COST Costco Wholesale Corporation | 7,859 | $5.66M | $7.78M | - | $2.12M | 37.53% | +1.19% |
| DE Deere & Company | 5,211 | $2.03M | $3.34M | - | $1.31M | 64.68% | -1.42% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $4.51M, Eli Lilly and Company - $3.4M, Invesco QQQ Trust, Series 1 - $3.27M, and Alphabet Inc - $2.46M. 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 $29.01M 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.
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