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:
39.35%
Gain -0.18%
Monthly
1.97%
Yearly
26.34%
Drawdown
14.09%
$159.37M
Equity
Holdings
$159.37M
Investment
$120.9M
$43.98M
Profit -$275,943.21
Realized
$5.51M
Unrealized
$38.47M
Dividends
$2.72M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$275,943.21
Win %
69%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$275,943.21
Win %
69%
This Month
Compared to last month
Gain
2.38%
Profit
$3.7M
Win %
69%
This Year
Compared to last year
Gain
0.62%
Profit
$991,608.04
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$312,380.55 
GOOG Alphabet Inc
+6.88%
+$115,585.04 
GOOGL Alphabet Inc
+6.73%
+$20,447.7 
MSFT Microsoft Corp.
+3.02%
+$18,155.45 
LITE Lumentum Holdings Inc.
+2.99%
+$18,630.01 
NVDA NVIDIA Corporation
+2.93%
+$37,549.01 
NTAP NetApp, Inc.
+2.6%
+$9,397.08 
CVX Chevron Corporation
+2.35%
+$10,870.6 
WDC Western Digital Corporation
+2.21%
+$10,313.25 
CSCO Cisco Systems, Inc.
+2.14%
+$35,183.97 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$4,006.62 
QLD ProShares Ultra QQQ
+1.2%
+$2,426.49 
AMAT Applied Materials, Inc.
+1.18%
+$19,039.36 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$8,008.91 
PSI Invesco Semiconductors ETF
+1.16%
+$3,303.28 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$276,697.76 
VUG Vanguard Growth ETF
+1.1%
+$3,598.17 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$37,373.17 
TSLA Tesla, Inc.
+0.76%
+$20,293.47 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,579.69 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,198.24 
MO Altria Group, Inc.
+0.57%
+$1,159.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,708.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,142.04 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$473.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$12,424.56 
ISRG Intuitive Surgical, Inc.
+0.1%
+$416.87 
DJD Invesco Dow Jones Industrial Average Dividend ETF
+0.09%
+$476.82 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$165.3 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.05M 
SNDK SanDisk Corporation
-5.09%
-$18,236.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,442.37 
LRCX Lam Research Corporation
-1.58%
-$43,343.5 
XOM Exxon Mobil Corporation
-0.97%
-$2,556.63 
GILD Gilead Sciences Inc.
-0.81%
-$5,199.08 
NVMI Nova Ltd.
-0.81%
-$10,582.42 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,914.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,689.17 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.63%
-$6,617.89 
SCHF Schwab International Equity ETF
-0.58%
-$36,900.96 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$7,070.08 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$1,592.95 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$11,591.84 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$6,560.06 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,651.84 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,527.82 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$14,797.44 
VTV Vanguard Value ETF
-0.27%
-$5,144.71 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$53,095.23 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$4,756.86 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$1,719.4 
COST Costco Wholesale Corporation
-0.24%
-$770.63 
VB Vanguard Small-Cap ETF
-0.22%
-$1,768.09 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$418.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$11,817.6 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$7,484.24 
FITB Fifth Third Bancorp
-0.16%
-$374.67 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$250.5 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$511.63 
CMF iShares California Muni Bond ETF
-0.05%
-$1,508.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$573.44 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$524.12 
V Visa Inc. Class A
-0.04%
-$393.51 
RSPR Invesco S&P 500 Equal Weight Real Estate ETF
-0.04%
-$75.93 Events
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Dividends
Dividend Analysis
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| Trades 283 | Longs Won 205/283 72% | Profit Factor 55.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $708,542.32 |
| Average Win $217,899.55 | Best Trade (Aug 31) $8.02M | Sharpe Ratio -10.61 |
| Average Loss -$10,269.72 | Worst Trade (Aug 02) -$164,366.14 | Z-Score 6.64 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $155,394.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 83,496 | $18.61M | $25.79M | - | $7.19M | 38.62% | -7.354% |
| AMAT Applied Materials, Inc. | 3,227 | $829,307.14 | $1.64M | - | $808,943.98 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 589 | $342,156 | $280,452.34 | - | -$61,703.66 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 8,658 | $1.65M | $2.35M | - | $701,109.72 | 42.49% | +15.321% |
| BRK-B Berkshire Hathaway Inc. | 614 | $327,004.02 | $314,085.56 | - | -$12,918.46 | -3.95% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 18,470 | $360,712.18 | $360,626.75 | - | -$85.43 | -0.02% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 20,607 | $405,101.74 | $404,000.23 | - | -$1,101.51 | -0.27% | 0.0 |
| CMF iShares California Muni Bond ETF | 50,270 | $2.9M | $2.84M | - | -$55,799.9 | -1.93% | -0.053% |
| COST Costco Wholesale Corporation | 338 | $319,237.76 | $321,738.82 | - | $2,501.06 | 0.78% | -0.239% |
| CSCO Cisco Systems, Inc. | 14,479 | $1.03M | $1.68M | - | $648,175.35 | 62.85% | +2.14% |
| CVX Chevron Corporation | 2,405 | $427,520.94 | $473,376.15 | - | $45,855.21 | 10.73% | +2.35% |
| DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 8,169 | $301,855.18 | $382,881.03 | - | $81,025.85 | 26.84% | -0.414% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 17,194 | $550,278.41 | $698,420.28 | - | $148,141.87 | 26.92% | -0.246% |
| DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | 3,381 | $200,698 | $202,048.56 | - | $1,350.56 | 0.67% | +0.235% |
| DJD Invesco Dow Jones Industrial Average Dividend ETF | 7,947 | $503,601 | $513,694.08 | - | $10,093.08 | 2% | +0.093% |
| DON WisdomTree U.S. MidCap Dividend Fund | 5,010 | $248,406.6 | $288,175.2 | - | $39,768.6 | 16.01% | -0.087% |
| EPS WisdomTree U.S. LargeCap Fund | 8,801 | $522,214.56 | $691,494.57 | - | $169,280.01 | 32.42% | +1.172% |
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund | 22,259 | $325,588.73 | $320,529.6 | - | -$5,059.13 | -1.55% | +1.266% |
| FITB Fifth Third Bancorp | 4,163 | $234,668 | $235,209.5 | - | $541.5 | 0.23% | -0.159% |
| GILD Gilead Sciences Inc. | 4,859 | $559,301.23 | $632,690.44 | - | $73,389.21 | 13.12% | -0.815% |
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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 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 - $396,964.67, and Schwab 5-10 Year Corporate Bond ETF - $295,675.06. 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 - $6,877.82. 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 $2.72M earned over time. The largest contributors to dividend income include Schwab U.S. Large-Cap Value ETF - $396,964.67, Schwab 5-10 Year Corporate Bond ETF - $294,374.66, Schwab U.S. Dividend Equity ETF - $245,847.76, Schwab International Equity ETF - $225,155.12, and Apple Inc - $174,590.73. 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.
