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:
0.62%
Gain
Monthly
-0.06%
Yearly
-0.77%
Drawdown
30.37%
$336.27M
Equity
Holdings
$336.27M
Investment
$234.71M
$92.3M
Profit -$2M
Realized
-$9.27M
Unrealized
$101.57M
Dividends
$28.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2M
Win %
82%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3.13M
Win %
82%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.41M
Win %
82%
This Year
Compared to last year
Gain
16.45%
Profit
$47.5M
Win %
81%
ABT Abbott Laboratories
+10.4%
+$66,452.74 
MCK McKesson Corporation
+5.17%
+$212,529.98 
BSX Boston Scientific Corporation
+3.33%
+$7,556.7 
ADP Automatic Data Processing Inc.
+3.09%
+$171,214.65 
IBM International Business Machines Corporation
+3.06%
+$46,466.78 
ISRG Intuitive Surgical, Inc.
+2.86%
+$68,282.06 
AMGN Amgen Inc.
+2.81%
+$52,123.63 
WELL Welltower Inc.
+2.71%
+$232,507.23 
COST Costco Wholesale Corporation
+2.54%
+$190,279.53 
MA Mastercard Incorporated
+2.41%
+$88,373.7 
SCI Service Corporation International
+2.29%
+$5,615.23 
AJG Arthur J. Gallagher & Co.
+2.21%
+$29,071.4 
V Visa Inc. Class A
+2%
+$98,494.69 
WMT Walmart Inc.
+1.96%
+$97,675.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$8,879.99 
AAPL Apple Inc.
+1.68%
+$257,255.91 
MSFT Microsoft Corp.
+1.63%
+$83,835.92 
HCA HCA Healthcare Inc.
+1.57%
+$10,704.16 
DVY iShares Select Dividend ETF
+1.46%
+$5,001.57 
JENIX Jensen Quality Growth Fund I
+1.11%
+$134,378.09 
VRTX Vertex Pharmaceuticals Incorporated
+1.1%
+$5,764.5 
XLE Energy Select Sector SPDR Fund
+0.9%
+$22,650.63 
LLY Eli Lilly and Company
+0.9%
+$131,786.76 
HACAX Harbor Capital Appreciation Fund Institutional Class
+0.85%
+$20,010.49 
MMM 3M Company
+0.77%
+$13,077.04 
FCNTX Fidelity Contrafund
+0.64%
+$16,412.65 
DE Deere & Company
+0.63%
+$22,844.64 
PRBLX Parnassus Core Equity Fund Investor Shares
+0.61%
+$105,941.73 
OAKMX Oakmark Fund Investor Class
+0.48%
+$16,530.36 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$36,904.16 
VDIGX Vanguard Dividend Growth Fund Investor Shares
+0.32%
+$34,611.9 
TRAIX T. Rowe Price Capital Appreciation Fund I Class
+0.26%
+$43,083.7 
PLTR Palantir Technologies Inc.
+0.22%
+$1,064.59 
VGHCX Vanguard Health Care Fund Investor Shares
+0.19%
+$400.52 
CCASX Conestoga Small Cap Fund Investors Class
+0.13%
+$641.18 
PRDGX T. Rowe Price Dividend Growth Fund
+0.12%
+$1,770.67 
VWINX Vanguard Wellesley Income Fund Investor Shares
+0.12%
+$1,034.58 
NEE NextEra Energy, Inc.
+0.05%
+$277.21 
61768E6N8
0%
$0 
808515613
0%
$0 
808515696
0%
$0 
808516843
0%
$0 
91282CMW8
0%
$0 
91282CNX5
0%
$0 
91282CQG9
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-6.06%
-$49,746.97 
AMD Advanced Micro Devices, Inc.
-6.03%
-$147,995.6 
IBKR Interactive Brokers Group Inc.
-5.65%
-$57,279.53 
GE General Electric Company
-4.76%
-$337,554.56 
AVGO Broadcom Inc.
-4.59%
-$42,118.7 
GOOGL Alphabet Inc
-4.43%
-$818,991.98 
VRT Vertiv Holdings Co
-4.25%
-$39,745.97 
CAT Caterpillar Inc.
-4.17%
-$309,167.6 
FCX Freeport-McMoRan Inc.
-4.16%
-$56,961.45 
SMH VanEck Semiconductor ETF
-4.01%
-$29,079.04 
NRG NRG Energy, Inc.
-3.89%
-$109,155.99 
ADI Analog Devices, Inc.
-2.91%
-$45,833.32 
NVDA NVIDIA Corporation
-2.84%
-$85,746.6 
META Meta Platforms Inc Class A
-2.72%
-$58,235.24 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$896,799.82 
FTNT Fortinet Inc.
-2.46%
-$12,067.81 
GEV GE Vernova Inc.
-2.39%
-$22,910.85 
QQQ Invesco QQQ Trust, Series 1
-1.85%
-$668,765.09 
SPOT Spotify Technology S.A.
-1.57%
-$6,307.12 
AMZN Amazon.com Inc
-1.32%
-$153,595.42 
TSLA Tesla, Inc.
-1.05%
-$5,013.81 
PANW Palo Alto Networks, Inc.
-0.81%
-$48,683.7 
SLMCX Columbia Seligman Technology and Information Fund Class A
-0.61%
-$3,806.25 
XLI Industrial Select Sector SPDR Fund
-0.34%
-$15,962.48 
AMANX Amana Mutual Funds Trust Income Fund Investor
-0.33%
-$1,606.8 
WSMNX William Blair Small-Mid Cap Growth Fund Class N
-0.22%
-$758.76 Events
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Dividends
Dividend Analysis
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| Trades 2333 | Longs Won 1159/2333 49% | Profit Factor 3.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,903.96 |
| Average Win $106,547.8 | Best Trade (Jul 10) $20.56M | Sharpe Ratio -24.81 |
| Average Loss -$26,564.8 | Worst Trade (Mar 30) -$2.63M | Z-Score -6.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $39,563.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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Returns
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