Scott Arwin Portfolio
Invests via Ring Mountain Capital LLC | Managed by Scott Arwin
Invests via Ring Mountain Capital LLC
Managed by Scott Arwin
Automatically Tracked
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Investment Philosophy & Strategy
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
Veteran investor and operator focused on growth-stage technology and software investments. Scott Arwin has led investments, portfolio company scaling and strategic M&A initiatives across SaaS, fintech and enterprise IT. He combines operational experience with board-level governance, sourcing deals and executing go-to-market expansion, making him relevant for growth equity, strategic buyouts and board advisory roles.
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:
24.3%
Gain -0.22%
Monthly
1.02%
Yearly
12.93%
Drawdown
24.27%
$240.62M
Equity
Holdings
$240.62M
Investment
$196.08M
$43.67M
Profit -$486,354.79
Realized
-$868,154.8
Unrealized
$44.54M
Dividends
$2.32M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$486,354.79
Win %
64%
This Week
Compared To Last Week
Gain
-2.81%
Profit
-$6.97M
Win %
64%
This Month
Compared to last month
Gain
-0.91%
Profit
-$2.21M
Win %
64%
This Year
Compared to last year
Gain
-1.55%
Profit
-$3.81M
Win %
60%
SOFI SoFi Technologies, Inc.
+5.56%
+$9,862.82 
LLY Eli Lilly and Company
+4.59%
+$19,376.48 
MAR Marriott International Inc. - Class A
+4.49%
+$11,375.75 
HD The Home Depot, Inc.
+4.18%
+$9,514.13 
RCAT Red Cat Holdings, Inc.
+3.81%
+$1,850.4 
WSM Williams-Sonoma, Inc.
+3.65%
+$8,035.56 
WM Waste Management, Inc.
+3.54%
+$19,349.68 
AMGN Amgen Inc.
+3.08%
+$8,790.41 
NFLX Netflix, Inc.
+3.01%
+$39,548.37 
V Visa Inc. Class A
+2.91%
+$22,836.97 
XHB SPDR S&P Homebuilders ETF
+2.89%
+$8,229.52 
UBER Uber Technologies, Inc.
+2.81%
+$20,045.17 
ORCL Oracle Corporation
+2.67%
+$5,245.47 
IBM International Business Machines Corporation
+2.44%
+$7,658.75 
XLV Health Care Select Sector SPDR Fund
+2.33%
+$17,827.42 
RRR Red Rock Resorts Inc.
+1.95%
+$9,087.93 
XLB Materials Select Sector SPDR Fund
+1.76%
+$8,488.37 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.76%
+$44,958.48 
WMT Walmart Inc.
+1.64%
+$5,768.4 
MCD McDonald's Corporation
+1.6%
+$3,594.62 
SPGP Invesco S&P 500 GARP ETF
+1.59%
+$32,022.31 
IGV iShares Expanded Tech-Software Sector ETF
+1.53%
+$3,110.7 
XLF Financial Select Sector SPDR Fund
+1.46%
+$21,305.21 
MSFT Microsoft Corp.
+1.34%
+$171,613.95 
GE General Electric Company
+1.25%
+$3,532.81 
IWM iShares Russell 2000 ETF
+1.22%
+$3,085.5 
XLC Communication Services Select Sector SPDR Fund
+1.2%
+$3,508.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.19%
+$6,901.66 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.13%
+$13,100.01 
GM General Motors Company
+1.04%
+$17,064.12 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.98%
+$8,922.16 
VIG Vanguard Dividend Appreciation ETF
+0.97%
+$8,926.23 
MU Micron Technology, Inc.
+0.93%
+$68,381.52 
ITA iShares U.S. Aerospace & Defense ETF
+0.89%
+$10,646.36 
DGRO iShares Core Dividend Growth ETF
+0.84%
+$34,251.26 
DVY iShares Select Dividend ETF
+0.8%
+$1,905 
XLP Consumer Staples Select Sector SPDR Fund
+0.74%
+$2,760.99 
BAC Bank of America Corporation
+0.72%
+$2,453.47 
FCX Freeport-McMoRan Inc.
+0.69%
+$5,827.68 
SCHV Schwab U.S. Large-Cap Value ETF
+0.69%
+$4,951.09 
AGX Argan Inc.
+0.68%
+$7,009.35 
HWM Howmet Aerospace Inc.
+0.62%
+$1,809.01 
JEPI JPMorgan Equity Premium Income Fund
+0.55%
+$16,149.42 
SPLV Invesco S&P 500 Low Volatility ETF
+0.53%
+$1,277.25 
ABBV AbbVie Inc.
+0.5%
+$2,699.82 
AMZN Amazon.com Inc
+0.43%
+$41,209.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$3,318.21 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$23,199.96 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$5,135.04 
GOOGL Alphabet Inc
+0.31%
+$35,892.79 
IVV iShares Core S&P 500 ETF
+0.31%
+$1,912.57 
VOO Vanguard S&P 500 ETF
+0.3%
+$655.73 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$1,187.29 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$5,751.28 
GOOG Alphabet Inc
+0.25%
+$3,107.18 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$471.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.23%
+$680.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$26,147.73 
GNRC Generac Holdings Inc.
+0.12%
+$263.76 
IWY iShares Russell Top 200 Growth ETF
+0.11%
+$237.12 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$253.82 
COST Costco Wholesale Corporation
+0.06%
+$258.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$1,283.31 
JNJ Johnson & Johnson
+0.05%
+$268.97 
VOOG Vanguard S&P 500 Growth ETF
+0.05%
+$269.76 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$274.77 
JPM JPMorgan Chase & Co.
+0.02%
+$248.96 
VUG Vanguard Growth ETF
+0.01%
+$28.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 G200
G2004J103
0%
$0 
DELL Dell Technologies Inc.
-8.61%
-$17,406.53 
RKLB Rocket Lab Corporation
-6.83%
-$13,655.92 
TER Teradyne, Inc.
-4.83%
-$10,149.75 
COHR Coherent Corp.
-4.76%
-$15,073.6 
NVT nVent Electric plc
-4.54%
-$18,377.12 
VRT Vertiv Holdings Co
-4.51%
-$71,473.34 
KEYS Keysight Technologies, Inc.
-4.15%
-$9,607.95 
CSCO Cisco Systems, Inc.
-3.37%
-$8,751.55 
PROF Profound Medical Corp.
-3.25%
-$112,043.38 
AMAT Applied Materials, Inc.
-3.18%
-$35,535.78 
NET Cloudflare Inc.
-2.97%
-$23,366.96 
GLW Corning Incorporated
-2.95%
-$6,059 
LRCX Lam Research Corporation
-2.81%
-$12,202.86 
PM Philip Morris International Inc.
-2.72%
-$8,377.5 
SPCX Space Exploration Technologies Corp. Class A
-2.67%
-$23,618.21 
XLE Energy Select Sector SPDR Fund
-1.99%
-$51,163.8 
GEV GE Vernova Inc.
-1.78%
-$11,440.25 
XOM Exxon Mobil Corporation
-1.73%
-$8,470.11 
IREN IREN Limited
-1.67%
-$7,523.01 
NVDA NVIDIA Corporation
-1.62%
-$230,040.02 
CAT Caterpillar Inc.
-1.6%
-$11,963.98 
MRVL Marvell Technology, Inc.
-1.55%
-$77,600.91 
APH Amphenol Corporation
-1.5%
-$4,023.8 
FPS Forgent Power Solutions, Inc.
-1.33%
-$4,898.53 
TSLA Tesla, Inc.
-1.2%
-$55,226.2 
SMH VanEck Semiconductor ETF
-1.12%
-$234,447.68 
AMD Advanced Micro Devices, Inc.
-0.98%
-$49,544.82 
ROK Rockwell Automation, Inc.
-0.9%
-$1,896.2 
CIEN Ciena Corporation
-0.83%
-$5,818.56 
AVGO Broadcom Inc.
-0.78%
-$51,986.67 
CRDO Credo Technology Group Holding Ltd.
-0.75%
-$1,715.86 
XLK State Street Technology Select Sector SPDR ETF
-0.7%
-$73,824.62 
VGT Vanguard Information Technology ETF
-0.46%
-$1,685.6 
PLTR Palantir Technologies Inc.
-0.41%
-$4,863.42 
MRK Merck & Co., Inc.
-0.35%
-$981.24 
META Meta Platforms Inc Class A
-0.34%
-$44,403.81 
IGM iShares Expanded Tech Sector ETF
-0.23%
-$929.1 
AAPL Apple Inc.
-0.16%
-$47,118.12 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$1,462.32 
POWL Powell Industries Inc.
-0.09%
-$197.7 
GARP iShares MSCI USA Quality GARP ETF
-0.04%
-$100.62 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.01%
-$265.26 Events
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Dividends
Dividend Analysis
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| Trades 651 | Longs Won 340/651 52% | Profit Factor 2.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,007.86 |
| Average Win $153,809.08 | Best Trade (Oct 14) $7.99M | Sharpe Ratio -10.31 |
| Average Loss -$71,633.61 | Worst Trade (Jun 29) -$2.11M | Z-Score 1.94 (94.73%) |
| Commissions $0 | Avg. Trade Length 6m 3d | Expectancy $67,084.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,356 | 3,020 | 2,685 | 2,349 | 2,013 | 1,678 | 1,342 | 1,007 | 671 | 336 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 84,141 | $21.65M | $28.81M | - | $7.16M | 33.05% | -0.163% |
| ABBV AbbVie Inc. | 1,888 | $437,595.61 | $537,910.08 | - | $100,314.47 | 22.92% | +0.504% |
| AGX Argan Inc. | 2,815 | $773,497.59 | $1.04M | - | $263,266.91 | 34.04% | +0.681% |
| AMAT Applied Materials, Inc. | 2,499 | $565,336.28 | $1.08M | - | $515,256.31 | 91.14% | -3.184% |
| AMD Advanced Micro Devices, Inc. | 8,879 | $1.45M | $5.02M | - | $3.57M | 247.29% | -0.978% |
| AMGN Amgen Inc. | 670 | $223,840.49 | $294,284.1 | - | $70,443.61 | 31.47% | +3.079% |
| AMZN Amazon.com Inc | 37,807 | $8.35M | $9.65M | - | $1.3M | 15.53% | +0.429% |
| APH Amphenol Corporation | 3,245 | $273,554 | $264,305.25 | - | -$9,248.75 | -3.38% | -1.5% |
| ASML ASML Holding N.V. New York Registry Shares | 123 | $222,835 | $203,421.47 | - | -$19,413.53 | -8.71% | +0.232% |
| AVGO Broadcom Inc. | 19,155 | $6.34M | $6.58M | - | $235,629.84 | 3.71% | -0.784% |
| BAC Bank of America Corporation | 6,631 | $342,024.66 | $343,220.56 | - | $1,195.9 | 0.35% | +0.72% |
| BRK-B Berkshire Hathaway Inc. | 3,886 | $1.95M | $2.05M | - | $99,576.47 | 5.1% | +0.281% |
| CAT Caterpillar Inc. | 997 | $495,784.57 | $734,769.06 | - | $238,984.49 | 48.2% | -1.602% |
| CIEN Ciena Corporation | 1,946 | $380,185.87 | $693,963.06 | - | $313,777.19 | 82.53% | -0.831% |
| COHR Coherent Corp. | 1,203 | $419,616.97 | $301,700.37 | - | -$117,916.6 | -28.1% | -4.758% |
| COST Costco Wholesale Corporation | 462 | $427,777.75 | $453,942.72 | - | $26,164.97 | 6.12% | +0.057% |
| CRDO Credo Technology Group Holding Ltd. | 1,271 | $322,269.35 | $226,079.12 | - | -$96,190.23 | -29.85% | -0.753% |
| CSCO Cisco Systems, Inc. | 2,285 | $267,330.34 | $250,915.85 | - | -$16,414.49 | -6.14% | -3.37% |
| DELL Dell Technologies Inc. | 398 | $214,104 | $184,749.61 | - | -$29,354.39 | -13.71% | -8.61% |
| DGRO iShares Core Dividend Growth ETF | 52,292 | $3.56M | $4.11M | - | $546,269.78 | 15.33% | +0.84% |
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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 Arwin?
The largest contributions to the portfolio's profits come from the following stocks: Uber Technologies, Inc - $601,456.49, JPMorgan Nasdaq Equity Premium Income ETF - $300,649.11, Energy Select Sector SPDR Fund - $296,181.08, JPMorgan Equity Premium Income Fund - $258,869.9, and Berkshire Hathaway Inc - $240,119.87. 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: Apple Inc - $1.98M, NVIDIA Corporation - $1.92M, Tesla, Inc - $1.08M, Broadcom Inc - $1.06M, and Alphabet Inc - $1.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Arwin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.32M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $446,633.86, JPMorgan Equity Premium Income Fund - $270,878.07, Microsoft Corp - $127,052.35, Apple Inc - $122,272.75, and iShares Core Dividend Growth ETF - $109,893.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Arwin's monthly returns?
Scott Arwin'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 Scott Arwin's strategy be considered aggressive or moderate?
Scott Arwin'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 Scott Arwin's strategy?
Scott Arwin'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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