Matthew C. Jessup Portfolio
Invests via Jessup Wealth Management Inc. | Managed by Matthew C. Jessup, Mark McEvily
Invests via Jessup Wealth Management Inc.
Managed by Matthew C. Jessup, Mark McEvily
Automatically Tracked
Matthew C. Jessup Profile
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Investment Philosophy & Strategy
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
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:
100.81%
Gain -0.28%
Monthly
2.02%
Yearly
27.05%
Drawdown
22.36%
$339.33M
Equity
Holdings
$339.33M
Investment
$223.08M
$181.58M
Profit -$482,010.43
Realized
$65.33M
Unrealized
$116.25M
Dividends
$10.26M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$482,010.43
Win %
74%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$482,010.43
Win %
74%
This Month
Compared to last month
Gain
-0.8%
Profit
-$2.74M
Win %
74%
This Year
Compared to last year
Gain
1.45%
Profit
$4.85M
Win %
59%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$559,411.73 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$478,756.78 
PLTR Palantir Technologies Inc.
+4.13%
+$18,311.5 
ARKF Ark Fintech Innovation ETF
+3.14%
+$19,382.67 
GOOGL Alphabet Inc
+3.08%
+$471,700.08 
GOOG Alphabet Inc
+2.97%
+$9,661.44 
NTNX Nutanix, Inc.
+2.96%
+$20,824.05 
MSFT Microsoft Corp.
+2.27%
+$406,835.83 
WMT Walmart Inc.
+2.27%
+$4,609.71 
LLY Eli Lilly and Company
+2.04%
+$19,612.84 
UPS United Parcel Service, Inc.
+2.01%
+$13,283.52 
MCD McDonald's Corporation
+1.96%
+$4,578.08 
MAR Marriott International Inc. - Class A
+1.64%
+$10,602.17 
COST Costco Wholesale Corporation
+1.58%
+$154,671.24 
ARHS Arhaus, Inc.
+1.46%
+$6,560.52 
UNH UnitedHealth Group Incorporated
+1.32%
+$167,947.47 
CINF Cincinnati Financial Corporation
+1.21%
+$23,589.35 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$69,856.23 
KO The Coca-Cola Company
+1.1%
+$3,061.32 
V Visa Inc. Class A
+1.05%
+$15,679.04 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$21,153.7 
XBI SPDR S&P Biotech ETF
+1.04%
+$15,717 
JD JD.com Inc.
+0.91%
+$2,065.11 
AXP American Express Company
+0.89%
+$2,499.84 
SNA Snap-on Inc.
+0.77%
+$2,811.97 
SHW The Sherwin-Williams Company
+0.71%
+$5,092.18 
KKR KKR & Co. Inc.
+0.71%
+$3,896.02 
JNJ Johnson & Johnson
+0.58%
+$11,657.15 
AAPL Apple Inc.
+0.54%
+$158,997.64 
PG Procter & Gamble Co
+0.52%
+$24,008.24 
MRK Merck & Co., Inc.
+0.44%
+$5,276.33 
TMUS T-Mobile US, Inc.
+0.25%
+$23,245.65 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$21,960.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$608.4 
BSJV Invesco BulletShares 2031 High Yield Fund
+0.03%
+$231.93 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$216 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$39.16 
SHV iShares Short Treasury Bond ETF
0%
+$10.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 ZJUN
ZJUN
0%
$0 
AMAT Applied Materials, Inc.
-6.73%
-$66,376.78 
GNRC Generac Holdings Inc.
-5.08%
-$23,471.64 
MU Micron Technology, Inc.
-4.76%
-$543,153.44 
SNDK SanDisk Corporation
-4.42%
-$66,071.09 
CAT Caterpillar Inc.
-4.15%
-$23,181.19 
GS The Goldman Sachs Group, Inc.
-3.97%
-$77,445.75 
AMD Advanced Micro Devices, Inc.
-3.9%
-$709,859.43 
NVDA NVIDIA Corporation
-2.85%
-$816,284.56 
GE General Electric Company
-1.98%
-$3,633.72 
NUE Nucor Corporation
-1.93%
-$47,254.91 
JPM JPMorgan Chase & Co.
-1.72%
-$104,748.57 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$88,612.86 
TSLA Tesla, Inc.
-1.4%
-$128,834.56 
GLD SPDR Gold Shares
-1.35%
-$3,564.86 
AMZN Amazon.com Inc
-1.22%
-$446,953.88 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$4,683.12 
XOM Exxon Mobil Corporation
-0.85%
-$3,629.55 
F Ford Motor Company
-0.5%
-$819.77 
DUK Duke Energy Corporation
-0.45%
-$1,087.65 
CSX CSX Corporation
-0.38%
-$26,458.88 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$5,368.94 
VOO Vanguard S&P 500 ETF
-0.34%
-$5,000.84 
VXF Vanguard Extended Market ETF
-0.28%
-$29,369.92 
BA Boeing Company
-0.23%
-$1,473.43 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.22%
-$640.64 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.21%
-$1,053 
CQQQ Invesco China Technology ETF
-0.2%
-$13,730.25 
IWM iShares Russell 2000 ETF
-0.19%
-$5,488.8 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.16%
-$759.83 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.15%
-$1,031.55 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.13%
-$1,181.58 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.11%
-$1,972.8 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$689.62 
JNK SPDR Bloomberg High Yield Bond ETF
-0.09%
-$11,715.55 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
-0.08%
-$286.33 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$113.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$4,746.08 
CPSU Calamos S&P 500 Structured Alt Protection ETF – June
-0.03%
-$475.69 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$191.87 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$58.01 Events
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Dividends
Dividend Analysis
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| Trades 1210 | Longs Won 743/1210 61% | Profit Factor 5.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $842,955.95 |
| Average Win $294,623.95 | Best Trade (Sep 04) $16.63M | Sharpe Ratio -10.11 |
| Average Loss -$79,922.34 | Worst Trade (Dec 30) -$2.31M | Z-Score 1.27 (79.7%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $150,067.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 88,825 | $12.63M | $29.67M | - | $17.05M | 135% | +0.539% |
| AMAT Applied Materials, Inc. | 2,160 | $312,328.16 | $919,641.6 | - | $607,313.44 | 194.45% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 35,255 | $4.89M | $17.49M | - | $12.59M | 257.24% | -3.901% |
| AMZN Amazon.com Inc | 142,342 | $19.2M | $36.1M | - | $16.9M | 88.03% | -1.223% |
| ARHS Arhaus, Inc. | 55,363 | $577,436.01 | $455,000.82 | - | -$122,435.19 | -21.2% | +1.463% |
| ARKF Ark Fintech Innovation ETF | 13,698 | $623,365.62 | $637,025.49 | - | $13,659.87 | 2.19% | +3.138% |
| AXP American Express Company | 868 | $293,614 | $284,330.76 | - | -$9,283.24 | -3.16% | +0.887% |
| BA Boeing Company | 3,007 | $528,735.17 | $631,349.72 | - | $102,614.55 | 19.41% | -0.233% |
| BABA Alibaba Group Holding Limited SP ADR | 93,450 | $8.56M | $10.24M | - | $1.67M | 19.51% | +0.215% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 7,675 | $855,686 | $906,916.37 | - | $51,230.37 | 5.99% | -0.021% |
| BRK-B Berkshire Hathaway Inc. | 3,980 | $1.57M | $2.05M | - | $481,547.61 | 30.65% | +1.041% |
| BSJV Invesco BulletShares 2031 High Yield Fund | 31,342 | $835,612.33 | $804,859.43 | - | -$30,752.9 | -3.68% | +0.029% |
| CAOS Alpha Architect Tail Risk ETF | 2,661 | $234,040 | $240,847.11 | - | $6,807.11 | 2.91% | 0.0 |
| CAT Caterpillar Inc. | 682 | $264,760.46 | $535,083.56 | - | $270,323.1 | 102.1% | -4.152% |
| CINF Cincinnati Financial Corporation | 11,507 | $1.18M | $1.98M | - | $800,426.82 | 68% | +1.207% |
| COST Costco Wholesale Corporation | 10,786 | $8.82M | $9.91M | - | $1.09M | 12.39% | +1.585% |
| CPSM Calamos S&P 500 Structured Alt Protection ETF – May | 11,499 | $336,438 | $339,565.47 | - | $3,127.47 | 0.93% | -0.084% |
| CPSU Calamos S&P 500 Structured Alt Protection ETF – June | 54,677 | $1.51M | $1.52M | - | $12,848.99 | 0.85% | -0.031% |
| CQQQ Invesco China Technology ETF | 144,529 | $7.56M | $6.68M | - | -$877,326.62 | -11.61% | -0.205% |
| CRWD CrowdStrike Holdings, Inc. | 18,864 | $1.36M | $4.46M | - | $3.1M | 228.32% | +14.344% |
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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 Matthew C. Jessup?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $11.55M, Micron Technology, Inc - $10.5M, NVIDIA Corporation - $9.74M, Alphabet Inc - $6.09M, and Amazon.com Inc - $5.96M. 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: Elastic N.V - $2.1M, The Estée Lauder Companies Inc. Class A - $1.97M, UnitedHealth Group Incorporated - $1.78M, Block, Inc - $1.73M, and Charles Schwab Corporation - $1.64M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew C. Jessup's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.26M earned over time. The largest contributors to dividend income include SPDR Bloomberg High Yield Bond ETF - $2.35M, iShares 7-10 Year Treasury Bond ETF - $635,928.21, Procter & Gamble Co - $514,750.51, Star Bulk Carriers Corp - $451,974.87, and Apple Inc - $390,505.35. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew C. Jessup's monthly returns?
Matthew C. Jessup'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 Matthew C. Jessup's strategy be considered aggressive or moderate?
Matthew C. Jessup'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 Matthew C. Jessup's strategy?
Matthew C. Jessup'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.
