Oscar Spain Portfolio
Invests via JAMISON PRIVATE WEALTH MANAGEMENT, INC. | Managed by Bobby Jamison, Peyton Jamison, Jack Miller, Oscar Joe (Joey) Spain
Invests via JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Managed by Bobby Jamison, Peyton Jamison, Jack Miller, Oscar Joe (Joey) Spain
Automatically Tracked
Oscar Spain Profile
London-based private equity and fintech executive with cross-border deal experience, focused on growth-stage investments in financial services and technology. Oscar Spain leads investment strategy and portfolio oversight at boutique firm, sourcing M&A and minority growth stakes, with prior roles in corporate development, investment banking and fintech operations. Background includes operational scaling, capital raises, and governance for payment and SaaS businesses.
London-based private equity and fintech executive with cross-border deal experience, focused on growth-stage investments in financial services and technology. Oscar Spain leads investment strategy and portfolio oversight at boutique firm, sourcing M&A and minority growth stakes, with prior roles in corporate development, investment banking and fintech operations. Background includes operational scaling, capital raises, and governance for payment and SaaS businesses.
Investment Philosophy & Strategy
London-focused growth-stage investor who targets fintech and enterprise software businesses, emphasizing payments and SaaS. Prefers minority and M&A stakes that allow board influence and active governance to accelerate scale, product-market fit and recurring revenue. Allocates capital with a medium-to-long horizon, combining operational playbooks from corporate development and fintech operations with disciplined risk controls and staged financings. Sources cross-border opportunities via banking and corporate networks, prioritizing high-margin, scaleable business models and clear paths to exit or strategic consolidation.
London-focused growth-stage investor who targets fintech and enterprise software businesses, emphasizing payments and SaaS. Prefers minority and M&A stakes that allow board influence and active governance to accelerate scale, product-market fit and recurring revenue. Allocates capital with a medium-to-long horizon, combining operational playbooks from corporate development and fintech operations with disciplined risk controls and staged financings. Sources cross-border opportunities via banking and corporate networks, prioritizing high-margin, scaleable business models and clear paths to exit or strategic consolidation.
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:
1.73%
Gain -43.95%
Monthly
0.05%
Yearly
0.62%
Drawdown
44.31%
$956.06M
Equity
Holdings
$956.06M
Investment
$587.66M
$376.87M
Profit -$3.06M
Realized
$8.47M
Unrealized
$368.4M
Dividends
$34.35M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-43.95%
Profit
-$3.06M
Win %
75%
This Week
Compared To Last Week
Gain
0.12%
Profit
$1.18M
Win %
75%
This Month
Compared to last month
Gain
-0.85%
Profit
-$8.21M
Win %
75%
This Year
Compared to last year
Gain
-1.19%
Profit
-$10.92M
Win %
74%
ABT Abbott Laboratories
+10.71%
+$130,063.8 
PM Philip Morris International Inc.
+4.95%
+$74,108.16 
SYK Stryker Corporation
+4.66%
+$32,693.4 
PAYX Paychex Inc.
+4.27%
+$243,502.3 
ABBV AbbVie Inc.
+4.21%
+$625,065.12 
NKE Nike, Inc. - Class B
+4.21%
+$25,650 
GPC Genuine Parts Company
+3.85%
+$139,101 
UNP Union Pacific Corporation
+3.83%
+$10,562.31 
ADP Automatic Data Processing Inc.
+3.67%
+$274,408.92 
LH Labcorp Holdings Inc.
+3.66%
+$8,208.76 
MO Altria Group, Inc.
+3.56%
+$89,782.7 
VLTO Veralto Corporation
+3.53%
+$7,527.45 
GILD Gilead Sciences Inc.
+3.49%
+$151,133 
ISRG Intuitive Surgical, Inc.
+3.44%
+$68,804 
BDX Becton, Dickinson and Company
+3.26%
+$17,467.95 
COST Costco Wholesale Corporation
+3.17%
+$311,085.69 
SBUX Starbucks Corporation
+3.1%
+$57,959.54 
MA Mastercard Incorporated
+3.05%
+$15,970.72 
SPG Simon Property Group, Inc.
+2.92%
+$212,466.42 
FAST Fastenal Co.
+2.89%
+$20,505.43 
PSX Phillips 66
+2.63%
+$8,875.2 
HSY The Hershey Company
+2.61%
+$60,773.65 
EQR Equity Residential
+2.55%
+$25,209.12 
PG Procter & Gamble Co
+2.33%
+$178,140.6 
WMT Walmart Inc.
+2.15%
+$190,166.02 
KEY KeyCorp
+1.96%
+$14,614.2 
HD The Home Depot, Inc.
+1.93%
+$248,671.36 
ED Consolidated Edison, Inc.
+1.89%
+$13,540.8 
SYY Sysco Corporation
+1.88%
+$10,515.36 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$3,624.76 
NVO Novo Nordisk A/S Sponsored ADR
+1.82%
+$15,608.72 
SHW The Sherwin-Williams Company
+1.76%
+$17,854.17 
AAPL Apple Inc.
+1.76%
+$818,663.04 
TOL Toll Brothers Inc
+1.71%
+$21,400.16 
AFL Aflac Inc.
+1.66%
+$11,863.01 
SO The Southern Company
+1.55%
+$197,285.76 
FDX FedEx Corporation
+1.52%
+$62,192.45 
BX Blackstone Inc.
+1.51%
+$196,229.45 
CVX Chevron Corporation
+1.26%
+$146,460.89 
SNY Sanofi American Depositary Receipt
+1.21%
+$12,721.59 
JNJ Johnson & Johnson
+1.19%
+$262,048.14 
LLY Eli Lilly and Company
+1.08%
+$250,975.56 
AXP American Express Company
+0.87%
+$12,829.87 
GD General Dynamics Corporation
+0.87%
+$33,507.76 
ADM Archer-Daniels-Midland Co
+0.85%
+$2,244.9 
MELI MercadoLibre, Inc.
+0.77%
+$26,354.07 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$16,002 
MAR Marriott International Inc. - Class A
+0.57%
+$16,398.23 
SHEL Shell plc
+0.52%
+$1,471.36 
PLTR Palantir Technologies Inc.
+0.51%
+$10,123.31 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$2,657.88 
AEP American Electric Power Company, Inc.
+0.47%
+$12,831.84 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$1,712.57 
CNQ Canadian Natural Resources Limited
+0.3%
+$3,898.05 
FANG Diamondback Energy Inc
+0.2%
+$2,789.14 
ORCL Oracle Corporation
+0.03%
+$189.95 
DG Dollar General Corporation
+0.03%
+$246.84 
SCHW Charles Schwab Corporation
+0.01%
+$1,318.23 
ABR Arbor Realty Trust Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
-$0.47 
AMGN Amgen Inc.
0%
-$0.29 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AUBN Auburn National Bancorporation Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BLK BlackRock, Inc.
0%
-$0.13 
BMY Bristol-Myers Squibb Company
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
BORR Borr Drilling Ltd.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BZH Beazer Homes USA Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CALM Cal-Maine Foods Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.08 
CFR Cullen/Frost Bankers Inc.
0%
-$0.02 
CL Colgate-Palmolive Company
0%
$0 
COP ConocoPhillips
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DE Deere & Company
0%
$0 
DHR Danaher Corporation
0%
+$0.1 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ESEA Euroseas Ltd.
0%
$0 
ETR Entergy Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FTV Fortive Corporation
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
+$0.52 
GS The Goldman Sachs Group, Inc.
0%
+$0.74 
GSK GSK plc Sponsored ADR
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
+$0.01 
LII Lennox International Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$0.09 
M Macy's Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTN Vail Resorts, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
O Realty Income Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
OZK Bank OZK
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PI Impinj, Inc.
0%
+$0.1 
PLD Prologis Inc.
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PSA Public Storage Common Stock
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
RHP Ryman Hospitality Properties, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBSI Southside Bancshares Inc.
0%
$0 
SCCO Southern Copper Corporation
0%
+$0.51 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.01 
UBER Uber Technologies, Inc.
0%
$0 
UBSI United Bankshares, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VMC Vulcan Materials Company
0%
+$0.77 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.03 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.03 
VUG Vanguard Growth ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WLDN Willdan Group, Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GLW Corning Incorporated
-9.19%
-$1.3M 
INTC Intel Corporation
-5.84%
-$621,560.21 
TER Teradyne, Inc.
-5.79%
-$17,183.94 
MU Micron Technology, Inc.
-5.65%
-$36,675.46 
ELV Elevance Health, Inc.
-4.48%
-$19,315.39 
GOOGL Alphabet Inc
-4.44%
-$177,274.31 
ALB Albemarle Corporation
-4.23%
-$10,876.8 
QCOM QUALCOMM Incorporated
-4.14%
-$460,816.62 
CAT Caterpillar Inc.
-4.06%
-$1.22M 
CCJ Cameco Corporation
-3.98%
-$61,644.98 
FCX Freeport-McMoRan Inc.
-3.95%
-$24,854.33 
TXN Texas Instruments Inc
-3.31%
-$22,103.49 
AMAT Applied Materials, Inc.
-3.19%
-$1.13M 
CMI Cummins Inc.
-2.75%
-$42,199.8 
NVDA NVIDIA Corporation
-2.4%
-$953,511.3 
AMZN Amazon.com Inc
-1.99%
-$344,547.74 
GLD SPDR Gold Shares
-1.99%
-$31,791.82 
VGT Vanguard Information Technology ETF
-1.94%
-$9,204.98 
GEV GE Vernova Inc.
-1.81%
-$42,256.09 
BWXT Bwx Technologies Inc.
-1.79%
-$6,292.45 
BA Boeing Company
-1.73%
-$90,345.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$157,805.3 
CMG Chipotle Mexican Grill, Inc.
-1.24%
-$4,831.91 
ZS Zscaler Inc.
-1.19%
-$4,630.56 
TSLA Tesla, Inc.
-0.86%
-$84,731.15 
BMO Bank of Montreal
-0.56%
-$3,697.66 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$17,799.68 
BN Brookfield Corporation
-0.38%
-$12,952.47 
LYB LyondellBasell Industries N.V.
-0.34%
-$2,190.8 
OXY Occidental Petroleum Corporation
-0.22%
-$1,655.64 
NET Cloudflare Inc.
-0.21%
-$1,187.86 
LMT Lockheed Martin Corporation
-0.18%
-$18,157.43 
MS Morgan Stanley
-0.06%
-$1,365.65 
PANW Palo Alto Networks, Inc.
-0.01%
-$1,124.83 Events
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Dividends
Dividend Analysis
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| Trades 2911 | Longs Won 2004/2911 68% | Profit Factor 16.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $199,976.1 | Best Trade (Jul 17) $29.36M | Sharpe Ratio -12.57 |
| Average Loss -$26,328.99 | Worst Trade (Sep 29) -$9.49M | Z-Score 14.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $129,464.69 |
| 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 | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
Hover over the desired column for a detailed explanation.
Returns
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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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