Scott Pearring Portfolio
Invests via Seek First Inc. | Managed by Scott Pearring
Invests via Seek First Inc.
Managed by Scott Pearring
Automatically Tracked
Fintech and technology operator and investor Scott Pearring is known for scaling growth-stage companies and advising boards on product-market fit, go-to-market and M&A. He combines operating leadership with active angel and seed investing, focusing on payments, SaaS and platform businesses. He frequently serves on boards and works with founders and private capital to structure strategic partnerships and exit alternatives.
Fintech and technology operator and investor Scott Pearring is known for scaling growth-stage companies and advising boards on product-market fit, go-to-market and M&A. He combines operating leadership with active angel and seed investing, focusing on payments, SaaS and platform businesses. He frequently serves on boards and works with founders and private capital to structure strategic partnerships and exit alternatives.
Investment Philosophy & Strategy
Combines founder-operator sensibility with hands-on investing, prioritizing growth-stage fintech, payments, SaaS and platform businesses. Focuses on durable unit economics, product-market fit, and go-to-market scalability; capital allocation favors follow-on reserves for market-proven bets and structured capital for strategic exits. Employs operator-driven underwriting, active board involvement, short-to-medium horizon value creation through revenue expansion and M&A positioning, with disciplined downside protections and alignment with founders.
Combines founder-operator sensibility with hands-on investing, prioritizing growth-stage fintech, payments, SaaS and platform businesses. Focuses on durable unit economics, product-market fit, and go-to-market scalability; capital allocation favors follow-on reserves for market-proven bets and structured capital for strategic exits. Employs operator-driven underwriting, active board involvement, short-to-medium horizon value creation through revenue expansion and M&A positioning, with disciplined downside protections and alignment with founders.
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:
39.43%
Gain +0.11%
Monthly
1.81%
Yearly
24.05%
Drawdown
14.09%
$159.58M
Equity
Holdings
$159.58M
Investment
$120.9M
$44.08M
Profit +$167,471.6
Realized
$5.4M
Unrealized
$38.68M
Dividends
$3.11M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$167,471.6
Win %
68%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$1.46M
Win %
68%
This Month
Compared to last month
Gain
0.66%
Profit
$1.04M
Win %
68%
This Year
Compared to last year
Gain
0.69%
Profit
$1.09M
Win %
71%
GILD Gilead Sciences Inc.
+3.62%
+$27,040.38 
V Visa Inc. Class A
+2.14%
+$23,584.29 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
+1.8%
+$3,519.77 
FITB Fifth Third Bancorp
+1.67%
+$3,455.29 
SCHY Schwab International Dividend Equity ETF
+1.51%
+$21,431.18 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+1.41%
+$7,231.77 
SCHQ Schwab Long-Term U.S. Treasury ETF
+1.37%
+$13,758.25 
SCHD Schwab U.S. Dividend Equity ETF
+1.33%
+$93,204.91 
ISRG Intuitive Surgical, Inc.
+1.27%
+$6,206.89 
DON WisdomTree U.S. MidCap Dividend Fund
+1.22%
+$3,356.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.18%
+$67,581.9 
MSFT Microsoft Corp.
+1.03%
+$7,344.83 
IQLT iShares MSCI International Quality Factor ETF
+0.91%
+$2,101.5 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.88%
+$5,759.99 
SCHM Schwab U.S. Mid-Cap ETF
+0.87%
+$15,591.93 
SCHA Schwab U.S. Small-Cap ETF
+0.86%
+$13,877.05 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.85%
+$1,606.99 
VB Vanguard Small-Cap ETF
+0.83%
+$6,282.26 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$3,637.76 
MO Altria Group, Inc.
+0.72%
+$1,575.16 
VTV Vanguard Value ETF
+0.7%
+$13,428.8 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.68%
+$18,608.05 
CMF iShares California Muni Bond ETF
+0.63%
+$17,343.15 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.63%
+$3,055.64 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.6%
+$24,323.78 
COST Costco Wholesale Corporation
+0.6%
+$2,000.96 
SCHV Schwab U.S. Large-Cap Value ETF
+0.55%
+$109,140.2 
AAPL Apple Inc.
+0.53%
+$152,706.67 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$1,047.25 
VO Vanguard Mid-Cap ETF
+0.47%
+$5,376 
GOOGL Alphabet Inc
+0.43%
+$1,374.1 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$6,179.93 
GOOG Alphabet Inc
+0.38%
+$6,642.24 
VBK Vanguard Small-Cap Growth ETF
+0.35%
+$18,818.28 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.35%
+$1,095.14 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$1,129.76 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.33%
+$1,225.35 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.22%
+$550.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.21%
+$521.13 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.21%
+$1,705.45 
SCHF Schwab International Equity ETF
+0.17%
+$10,378.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.17%
+$872.5 
EPS WisdomTree U.S. LargeCap Fund
+0.13%
+$924.11 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$1,754.67 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$1,048.24 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$206.07 
PSI Invesco Semiconductors ETF
0%
$0 
LITE Lumentum Holdings Inc.
-5.33%
-$42,993 
LRCX Lam Research Corporation
-4.79%
-$126,802.59 
WDC Western Digital Corporation
-4.72%
-$15,028.44 
SNDK SanDisk Corporation
-4.3%
-$16,917.6 
CSCO Cisco Systems, Inc.
-4.13%
-$67,906.51 
AMD Advanced Micro Devices, Inc.
-3.84%
-$12,922.66 
AMAT Applied Materials, Inc.
-3.84%
-$55,343.05 
NTAP NetApp, Inc.
-2.85%
-$13,160.07 
NVMI Nova Ltd.
-2.1%
-$22,983.65 
TSLA Tesla, Inc.
-1.89%
-$59,504.99 
NVDA NVIDIA Corporation
-1.67%
-$24,265.44 
XOM Exxon Mobil Corporation
-1.31%
-$3,885.07 
QLD ProShares Ultra QQQ
-1.24%
-$2,818.65 
CVX Chevron Corporation
-1.07%
-$5,699.83 
QQQ Invesco QQQ Trust, Series 1
-0.61%
-$6,226.16 
SCHE Schwab Emerging Markets Equity ETF
-0.37%
-$16,275.47 
VUG Vanguard Growth ETF
-0.33%
-$1,161.86 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.24%
-$61,892.92 
AMZN Amazon.com Inc
-0.13%
-$2,943.72 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.01%
-$20.32 Events
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Dividends
Dividend Analysis
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| Trades 283 | Longs Won 203/283 71% | Profit Factor 48.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $796,580.2 |
| Average Win $221,711.47 | Best Trade (Oct 14) $10.19M | Sharpe Ratio -11.93 |
| Average Loss -$11,646.71 | Worst Trade (Oct 14) -$164,131.75 | Z-Score 6.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $155,744.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 83,496 | $18.61M | $28.79M | - | $10.18M | 54.72% | +0.533% |
| AMAT Applied Materials, Inc. | 3,227 | $829,307.14 | $1.39M | - | $556,624.82 | 67.12% | -3.84% |
| AMD Advanced Micro Devices, Inc. | 589 | $342,156 | $323,290.32 | - | -$18,865.68 | -5.51% | -3.844% |
| AMZN Amazon.com Inc | 8,658 | $1.65M | $2.2M | - | $546,651.09 | 33.13% | -0.134% |
| BRK-B Berkshire Hathaway Inc. | 614 | $327,004.02 | $324,308.66 | - | -$2,695.36 | -0.82% | +0.35% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 18,470 | $360,712.18 | $361,160.53 | - | $448.35 | 0.12% | -0.006% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 20,607 | $405,101.74 | $403,794.16 | - | -$1,307.58 | -0.32% | +0.051% |
| CMF iShares California Muni Bond ETF | 50,270 | $2.9M | $2.75M | - | -$143,018.35 | -4.94% | +0.634% |
| COST Costco Wholesale Corporation | 338 | $319,237.76 | $333,916.96 | - | $14,679.2 | 4.6% | +0.603% |
| CSCO Cisco Systems, Inc. | 14,479 | $1.03M | $1.58M | - | $546,243.19 | 52.97% | -4.127% |
| CVX Chevron Corporation | 2,405 | $427,520.94 | $528,306.35 | - | $100,785.41 | 23.57% | -1.067% |
| DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 8,169 | $301,855.18 | $373,323.3 | - | $71,468.12 | 23.68% | +0.329% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 17,194 | $550,278.41 | $659,819.75 | - | $109,541.34 | 19.91% | +0.881% |
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 3,381 | $200,698 | $190,772.92 | - | -$9,925.08 | -4.95% | +0.85% |
| DJD Invesco Dow Jones Industrial Average Dividend ETF | 7,947 | $503,601 | $521,958.96 | - | $18,357.96 | 3.65% | +1.405% |
| DON WisdomTree U.S. MidCap Dividend Fund | 5,010 | $248,406.6 | $277,854.6 | - | $29,448 | 11.85% | +1.223% |
| EPS WisdomTree U.S. LargeCap Fund | 8,801 | $522,214.56 | $710,460.72 | - | $188,246.16 | 36.05% | +0.13% |
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund | 22,259 | $325,588.73 | $311,848.59 | - | -$13,740.14 | -4.22% | +0.352% |
| FITB Fifth Third Bancorp | 4,163 | $234,668 | $210,106.61 | - | -$24,561.39 | -10.47% | +1.672% |
| GILD Gilead Sciences Inc. | 4,859 | $559,301.23 | $773,091.19 | - | $213,789.96 | 38.22% | +3.624% |
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FAQ
Which stocks have generated the highest profits for Scott Pearring?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.32M, Lumentum Holdings Inc - $1.12M, Tesla, Inc - $941,267.44, Schwab U.S. Large-Cap Value ETF - $493,126.03, and Schwab 5-10 Year Corporate Bond ETF - $312,458.47. 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: Intuitive Surgical, Inc - $25,958.95, Berkshire Hathaway Inc - $12,489.95, and Invesco S&P 500 Equal Weight Real Estate ETF - $5,744.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Pearring's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.11M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap Value ETF - $493,126.03, Schwab 5-10 Year Corporate Bond ETF - $311,158.07, Schwab U.S. Dividend Equity ETF - $301,033.51, Schwab International Equity ETF - $225,155.12, and Vanguard Mortgage-Backed Securities Fund - $182,710.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Pearring's monthly returns?
Scott Pearring's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott Pearring's strategy be considered aggressive or moderate?
Scott Pearring'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 Scott Pearring's strategy?
Scott Pearring'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.
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