Jeremy Sorci Portfolio
Invests via Premier Financial Group | Managed by Premier Financial Group, Inc.
Invests via Premier Financial Group
Managed by Premier Financial Group, Inc.
Automatically Tracked
Jeremy Sorci Profile
An investor focused on growth-stage technology, Jeremy Sorci has blended operating experience with venture and private-equity investments to source and scale software and marketplace businesses. Background includes leading revenue and strategy functions, supporting go-to-market expansion, and advising founders on product-market fit and capital strategy. Portfolio involvement emphasizes SaaS monetization, fintech infrastructure, and cross-border scaling; frequently active in follow-on rounds and board advisory roles.
An investor focused on growth-stage technology, Jeremy Sorci has blended operating experience with venture and private-equity investments to source and scale software and marketplace businesses. Background includes leading revenue and strategy functions, supporting go-to-market expansion, and advising founders on product-market fit and capital strategy. Portfolio involvement emphasizes SaaS monetization, fintech infrastructure, and cross-border scaling; frequently active in follow-on rounds and board advisory roles.
Investment Philosophy & Strategy
Combines operating revenue leadership with growth-stage investing, targeting SaaS, fintech infrastructure and marketplaces where go-to-market expansion and monetization levers are clear. Prioritizes businesses with durable unit economics, repeatable sales motion and potential for cross-border scale. Capital deployment favors concentrated seed-to-growth stakes with active follow-on support and board-level engagement. Emphasizes metric-driven KPIs, pragmatic dilution management and outcome-oriented timelines of 3–7 years.
Combines operating revenue leadership with growth-stage investing, targeting SaaS, fintech infrastructure and marketplaces where go-to-market expansion and monetization levers are clear. Prioritizes businesses with durable unit economics, repeatable sales motion and potential for cross-border scale. Capital deployment favors concentrated seed-to-growth stakes with active follow-on support and board-level engagement. Emphasizes metric-driven KPIs, pragmatic dilution management and outcome-oriented timelines of 3–7 years.
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:
23.64%
Gain +0.16%
Monthly
1.38%
Yearly
17.8%
Drawdown
8.42%
$462.53M
Equity
Holdings
$462.53M
Investment
$379.77M
$84.59M
Profit +$686,245.98
Realized
$1.82M
Unrealized
$82.76M
Dividends
$8.17M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$686,245.98
Win %
66%
This Week
Compared To Last Week
Gain
0.38%
Profit
$1.76M
Win %
66%
This Month
Compared to last month
Gain
1.33%
Profit
$6.05M
Win %
66%
This Year
Compared to last year
Gain
0.66%
Profit
$2.75M
Win %
67%
HONA Honeywell Aerospace Inc.
+3.66%
+$250.74 
CCI Crown Castle Inc.
+3.12%
+$117.27 
KMI Kinder Morgan, Inc.
+2.68%
+$352 
AOUT American Outdoor Brands Inc.
+2.37%
+$10.08 
DTM Dt Midstream Inc.
+2.22%
+$596.64 
BROS Dutch Bros Inc.
+2.03%
+$98.53 
JPM JPMorgan Chase & Co.
+1.9%
+$6,939.54 
GM General Motors Company
+1.82%
+$608 
EVRG Evergy Inc.
+1.65%
+$102.22 
FNLC The First Bancorp, Inc.
+1.63%
+$2,805 
SVM Silvercorp Metals Inc.
+1.54%
+$112.5 
SYF Synchrony Financial
+1.53%
+$45.2 
VTRS Viatris Inc.
+1.37%
+$75.5 
VTR Ventas Inc.
+1.33%
+$113 
ACN Accenture plc Class A
+1.24%
+$169.58 
SHLD Global X Defense Tech ETF
+1.19%
+$410.4 
DVN Devon Energy Corporation
+1.18%
+$348 
COST Costco Wholesale Corporation
+1.16%
+$2,580.96 
PCG PG&E Corporation
+1.16%
+$166.2 
VZ Verizon Communications Inc.
+1.11%
+$49.01 
T AT&T Inc.
+1.06%
+$503.5 
MRK Merck & Co., Inc.
+1.06%
+$214.06 
XLB Materials Select Sector SPDR Fund
+1.04%
+$28.35 
ADI Analog Devices, Inc.
+0.99%
+$143.64 
DFIV Dimensional International Value ETF
+0.98%
+$385,787.6 
PDS Precision Drilling Corporation
+0.93%
+$21.84 
AAPL Apple Inc.
+0.93%
+$43,831.59 
DFSI Dimensional International Sustainability Core 1 ETF
+0.89%
+$13,277.6 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.87%
+$44.55 
V Visa Inc. Class A
+0.83%
+$506.43 
GLPI Gaming and Leisure Properties, Inc.
+0.79%
+$46.19 
SGDM Sprott Gold Miners ETF
+0.78%
+$1,194.28 
ONL Orion Office REIT Inc.
+0.73%
+$1.5 
DIHP Dimensional International High Profitability Portfolio
+0.72%
+$158,925.37 
XOM Exxon Mobil Corporation
+0.72%
+$2,613.77 
CARR Carrier Global Corporation
+0.71%
+$17.16 
DISV Dimensional International Small Cap Equity Fund
+0.64%
+$203,273.95 
SPCK The SPAC and New Issue ETF
+0.64%
+$14.71 
MCK McKesson Corporation
+0.59%
+$176.85 
PYPL PayPal Holdings Inc
+0.58%
+$75.9 
BYDDY BYD Company Limited
+0.56%
+$18.37 
SOLS Sollensys Corp
+0.56%
+$6.98 
WELL Welltower Inc.
+0.54%
+$100.8 
GS The Goldman Sachs Group, Inc.
+0.49%
+$279.04 
VST Vistra Corp
+0.42%
+$140.4 
MA Mastercard Incorporated
+0.39%
+$179.25 
B BARRICK MINING CORP Common Stock (ABR0)
+0.38%
+$54.25 
PLTM GraniteShares Platinum Trust
+0.35%
+$84.81 
DFLV Dimensional US Large Cap Value ETF
+0.35%
+$165,062.78 
ABBV AbbVie Inc.
+0.34%
+$945.26 
DFAT Dimensional US Targeted Value ETF
+0.32%
+$254,304.36 
CTVA Corteva Inc.
+0.31%
+$1 
DFUV Dimensional US Marketwide Value ETF
+0.28%
+$87,863.46 
GEV GE Vernova Inc.
+0.21%
+$23.28 
DD DuPont de Nemours, Inc.
+0.17%
+$7.26 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$0.58 
RVCB River Valley Community Bancorp
0%
$0 
RWCB Redwood Capital Bancorp
0%
$0 
TINFF Auro Metals Inc.
0%
$0 SLND
SLNDWS
0%
$0 8682
86828P103
0%
$0 0464
046428772
0%
$0 0258
025816110
0%
$0 0718
071813110
0%
$0 MSTY
MSTY
0%
$0 AVEG
AVEGY
0%
$0 0530
053015110
0%
$0 0236
023608110
0%
$0 0255
025537110
0%
$0 0115
011532110
0%
$0 0790
079031007
0%
$0 0311
031162110
0%
$0 0239
023939110
0%
$0 0231
023135110
0%
$0 0404
040413220
0%
$0 0970
097023110
0%
$0 0605
060505110
0%
$0 0668
066849110
0%
$0 0567
056752110
0%
$0 0846
084670770
0%
$0 0172
017296774
0%
$0 0133
013303441
0%
$0 0149
014912331
0%
$0 0017
001717793
0%
$0 0B38
0B3856441
0%
$0 0197
019723661
0%
$0 0128
012812551
0%
$0 0166
016676441
0%
$0 0235
023585111
0%
$0 0254
025468771
0%
$0 0233
023333111
0%
$0 0278
027864221
0%
$0 0291
029101111
0%
$0 0293
029379221
0%
$0 0G29
0G2918331
0%
$0 0345
034537008
0%
$0 0337
033793221
0%
$0 0343
034349881
0%
$0 0350
035006001
0%
$0 0373
037386551
0%
$0 0369
036960443
0%
$0 0375
037555881
0%
$0 0437
043707661
0%
$0 0446
044641331
0%
$0 0438
043851662
0%
$0 0423
042345221
0%
$0 0427
042786661
0%
$0 0459
045920001
0%
$0 0458
045814001
0%
$0 0460
046014661
0%
$0 0478
047816001
0%
$0 0494
049436881
0%
$0 0191
019121661
0%
$0 0501
050104441
0%
$0 0485
048583551
0%
$0 0549
054949882
0%
$0 0532
053245771
0%
$0 0539
053983001
0%
$0 0808
080854111
0%
$0 0587
058737661
0%
$0 0580
058013551
0%
$0 0595
059501771
0%
$0 0573
057387441
0%
$0 0617
061744664
0%
$0 0594
059491881
0%
$0 0594
059497224
0%
$0 0576
057685331
0%
$0 0G65
0G6577331
0%
$0 0357
035710883
0%
$0 0666
066651111
0%
$0 0756
075610991
0%
$0 0674
067448222
0%
$0 0706
070632771
0%
$0 0693
069371881
0%
$0 0713
071344881
0%
$0 0717
071708111
0%
$0 0742
074271881
0%
$0 0693
069348331
0%
$0 0718
071817221
0%
$0 0693
069347551
0%
$0 0718
071854661
0%
$0 0780
078028771
0%
$0 0775
077513331
0%
$0 0759
075950991
0%
$0 0755
075513111
0%
$0 0780
078008771
0%
$0 0855
085524441
0%
$0 0780
078025993
0%
$0 0871
087133221
0%
$0 8354
83541H102
0%
$0 0784
078473001
0%
$0 0859
085924111
0%
$0 0857
085747771
0%
$0 0831
083175441
0%
$0 0896
089609551
0%
$0 0891
089116005
0%
$0 0879
087936001
0%
$0 0880
088077001
0%
$0 0876
087612111
0%
$0 0874
087403991
0%
$0 0882
088250881
0%
$0 0907
090781881
0%
$0 0530
053015881
0%
$0 0934
093442331
0%
$0 0947
094762112
0%
$0 0931
093114221
0%
$0 0852
085223441
0%
$0 0921
092193778
0%
$0 0389
038993001
0%
$0 0252
025213111
0%
$0 0389
038963771
0%
$0 0464
046428778
0%
$0 0464
046428776
0%
$0 0464
046428774
0%
$0 0922
092290887
0%
$0 0922
092290886
0%
$0 0921
092194338
0%
$0 0922
092204227
0%
$0 0922
092204228
0%
$0 0922
092290885
0%
$0 0922
092290883
0%
$0 0922
092202008
0%
$0 0921
092190997
0%
$0 0921
092194664
0%
$0 
MSTU T-Rex 2X Long Master Date ETF
-12.75%
-$1,943.33 
APGI American Power Group Corporation
-7.57%
-$6.38 
OUST Ouster, Inc.
-6%
-$41.36 
DFTX Definium Therapeutics, Inc.
-4.12%
-$272.13 
BMNR Bitmine Immersion Technologies, Inc.
-3.53%
-$82.5 
UWMC UWM Holdings Corporation
-3.49%
-$120 
ORCL Oracle Corporation
-3.17%
-$2,946.3 
DELL Dell Technologies Inc.
-3%
-$1,120.22 
XBI SPDR S&P Biotech ETF
-2.83%
-$1,941.92 
GPRO GoPro Inc.
-2.6%
-$0.78 
AVGO Broadcom Inc.
-2.55%
-$210.96 
META Meta Platforms Inc Class A
-2.17%
-$2,718.29 
SOLV Solventum Corporation
-2.09%
-$20.24 
VRT Vertiv Holdings Co
-1.93%
-$161.46 
Q Qnity Electronics Inc.
-1.76%
-$105.25 
CSCO Cisco Systems, Inc.
-1.72%
-$1,147.23 
NMAX Newsmax Inc.
-1.45%
-$13.5 
GOOGL Alphabet Inc
-1.38%
-$613.41 
GOOG Alphabet Inc
-1.24%
-$1,704 
UNH UnitedHealth Group Incorporated
-1.19%
-$531.3 
FRMM Forum Markets, Incorporated
-1.06%
-$12 
SHOP Shopify Inc.
-0.97%
-$722.4 
TCEHY Tencent Holdings Ltd UNS ADR
-0.93%
-$36 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$46.35 
TSLA Tesla, Inc.
-0.9%
-$6,013.53 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.9%
-$207,441.6 
J Jacobs Solutions Inc.
-0.78%
-$107.8 
VLTO Veralto Corporation
-0.75%
-$22.04 
BX Blackstone Inc.
-0.55%
-$582 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.52%
-$2,704.08 
AZN AstraZeneca PLC American Depositary Shares
-0.48%
-$300 
VOTE TCW Transform 500 ETF
-0.45%
-$3,282.52 
DFUS Dimensional U.S. Equity Market ETF
-0.42%
-$134,275.91 
JLL Jones Lang LaSalle Inc.
-0.42%
-$18.24 
GXC SPDR S&P China ETF
-0.4%
-$416.4 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$2,126.09 
ABT Abbott Laboratories
-0.27%
-$364 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$235,705.6 
CEG Constellation Energy Corporation
-0.19%
-$13.25 
SLV iShares Silver Trust
-0.19%
-$1,505.4 
DUHP Dimensional US High Profitability ETF
-0.15%
-$34,993.27 
CEF Sprott Physical Gold and Silver Trust
-0.12%
-$375 
KD Kyndryl Holdings Inc.
-0.11%
-$0.28 
DHI D.R. Horton, Inc.
-0.08%
-$6.79 
BNDX Vanguard Total International Bond ETF
-0.06%
-$0.51 
DFSU Dimensional US Sustainability Core 1 ETF
-0.06%
-$2,007.56 
GEHC GE HealthCare Technologies Inc.
-0.04%
-$0.09 
GLD SPDR Gold Shares
-0.04%
-$686.37 
MMM 3M Company
-0.02%
-$3.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 386 | Longs Won 170/386 44% | Profit Factor 294.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $499,256.12 | Best Trade (Oct 15) $14.55M | Sharpe Ratio -37.41 |
| Average Loss -$1,334.91 | Worst Trade (Oct 16) -$112,969.37 | Z-Score -6.49 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 3d | Expectancy $219,132.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 333,333 | 300,000 | 266,667 | 233,333 | 200,000 | 166,667 | 133,333 | 100,000 | 66,667 | 33,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0017 001717793 | 14 | $6,868 | $6,868 | - | - | - | 0.0 |
| 0115 011532110 | 126 | $3,823 | $3,823 | - | - | - | 0.0 |
| 0128 012812551 | 1,703 | $35,014 | $35,014 | - | - | - | 0.0 |
| 0133 013303441 | 1,325 | $71,842 | $71,842 | - | - | - | 0.0 |
| 0149 014912331 | 3,784 | $4.03M | $4.03M | - | - | - | 0.0 |
| 0166 016676441 | 3,027 | $501,756 | $501,756 | - | - | - | 0.0 |
| 0172 017296774 | 192 | $26,872 | $26,872 | - | - | - | 0.0 |
| 0191 019121661 | 400 | $32,508 | $32,508 | - | - | - | 0.0 |
| 0197 019723661 | 595 | $19,070 | $19,070 | - | - | - | 0.0 |
| 0231 023135110 | 1,323 | $315,324 | $315,324 | - | - | - | 0.0 |
| 0233 023333111 | 452 | $68,871 | $68,871 | - | - | - | 0.0 |
| 0235 023585111 | 70 | $13,334 | $13,334 | - | - | - | 0.0 |
| 0236 023608110 | 348 | $39,338 | $39,338 | - | - | - | 0.0 |
| 0239 023939110 | 5 | $103 | $103 | - | - | - | 0.0 |
| 0252 025213111 | 2,345 | $193,725 | $193,725 | - | - | - | 0.0 |
| 0254 025468771 | 434 | $41,773 | $41,773 | - | - | - | 0.0 |
| 0255 025537110 | 200 | $27,632 | $27,632 | - | - | - | 0.0 |
| 0258 025816110 | 26 | $8,795 | $8,795 | - | - | - | 0.0 |
| 0278 027864221 | 200 | $22,350 | $22,350 | - | - | - | 0.0 |
| 0291 029101111 | 140 | $20,041 | $20,041 | - | - | - | 0.0 |
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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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FAQ
Which stocks have generated the highest profits for Jeremy Sorci?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $1.78M, Dimensional US Targeted Value ETF - $1.49M, Dimensional International Small Cap Equity Fund - $1.42M, Dimensional U.S. Small Cap ETF - $1.24M, and Dimensional US Large Cap Value ETF - $810,686.02. 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: SPDR Portfolio S&P 500 Growth ETF - $4,186.21, Monarch Blue Chips Elite Index ETF - $3,289.6, VANGUARD TOTAL STOCK MKT ETF - $3,038.47, Grayscale Bitcoin Mini Trust ETF - $1,815.32, and YieldMax MSTR Option Income Strategy ETF - $517.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Sorci's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.17M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $1.42M, Dimensional International Value ETF - $1.28M, Dimensional U.S. Small Cap ETF - $1.17M, Dimensional International Small Cap Equity Fund - $1.01M, and Dimensional US Large Cap Value ETF - $806,035.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Sorci's monthly returns?
Jeremy Sorci'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 Jeremy Sorci's strategy be considered aggressive or moderate?
Jeremy Sorci'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 Jeremy Sorci's strategy?
Jeremy Sorci'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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