David Jarvis Portfolio
Invests via Corton Capital Inc. | Managed by David Jarvis, Scott Eicher, Greg Scholfield, Matthew Todman, Muhammad Kamran Daniyal, Derek Li
Invests via Corton Capital Inc.
Managed by David Jarvis, Scott Eicher, Greg Scholfield, Matthew Todman, Muhammad Kamran Daniyal, Derek Li
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David Jarvis Profile
David Jarvis is an accomplished entrepreneur and industry innovator known for his leadership in technology commercialization. With a strong background in engineering and business, he has co-founded multiple startups that focus on transforming cutting-edge ideas into viable products. His experience spans product development, market strategy, and fostering partnerships that drive growth. Currently involved with emerging tech ventures, Jarvis plays a critical role in navigating complex market dynamics to establish competitive positions within the sector. His contributions have not only advanced innovation but also attracted investment interest, making him a key figure in shaping the future of technology-driven businesses.
David Jarvis is an accomplished entrepreneur and industry innovator known for his leadership in technology commercialization. With a strong background in engineering and business, he has co-founded multiple startups that focus on transforming cutting-edge ideas into viable products. His experience spans product development, market strategy, and fostering partnerships that drive growth. Currently involved with emerging tech ventures, Jarvis plays a critical role in navigating complex market dynamics to establish competitive positions within the sector. His contributions have not only advanced innovation but also attracted investment interest, making him a key figure in shaping the future of technology-driven businesses.
Investment Philosophy & Strategy
Opportunities in technology innovation capture significant attention within the investment landscape. David Jarvis applies his entrepreneurial acumen to uncover potential within emerging sectors, focusing on scalable solutions that meet evolving market needs. His strategic involvement includes identifying unique value propositions and leveraging partnerships that enhance competitive differentiation. With a keen eye for product-market fit, he emphasizes proactive engagement in trends while refining business models to maximize growth trajectories. This forward-thinking approach positions him at the forefront of transformative tech investments.
Opportunities in technology innovation capture significant attention within the investment landscape. David Jarvis applies his entrepreneurial acumen to uncover potential within emerging sectors, focusing on scalable solutions that meet evolving market needs. His strategic involvement includes identifying unique value propositions and leveraging partnerships that enhance competitive differentiation. With a keen eye for product-market fit, he emphasizes proactive engagement in trends while refining business models to maximize growth trajectories. This forward-thinking approach positions him at the forefront of transformative tech investments.
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:
658.29%
Gain -0.88%
Monthly
3.53%
Yearly
51.6%
Drawdown
71.28%
$168.3M
Equity
Holdings
$168.3M
Investment
$38.31M
$164.72M
Profit -$1.05M
Realized
$34.73M
Unrealized
$130M
Dividends
$8.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.05M
Win %
64%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1M
Win %
64%
This Month
Compared to last month
Gain
0.15%
Profit
$252,190.33
Win %
64%
This Year
Compared to last year
Gain
305.1%
Profit
$126.76M
Win %
64%
PGY Pagaya Technologies Ltd.
+9.24%
+$19,000.91 
ACDC ProFrac Holding Corp.
+8.89%
+$13,363.68 
BLZE Backblaze Inc.
+8.63%
+$12,049.95 
ALTG Alta Equipment Group Inc.
+8.4%
+$12,511.32 
QUAD Quad Graphics Inc.
+5.16%
+$6,975.27 
FSLY Fastly, Inc.
+5.15%
+$16,837.59 
VAL Valaris Limited
+4.78%
+$21,786.35 
NBR Nabors Industries Ltd.
+4.22%
+$24,574.54 
TSQ Townsquare Media Inc.
+3.86%
+$4,335.1 
FLOC Flowco Holdings Inc.
+3.65%
+$8,454.96 
CROX Crocs, Inc.
+3.52%
+$10,509.59 
FLNC Fluence Energy, Inc.
+3.42%
+$7,176.46 
AMPL Amplitude, Inc.
+3.14%
+$4,287.33 
QTWO Q2 Holdings Inc.
+3.05%
+$5,423.4 
WT WisdomTree, Inc.
+3.03%
+$6,015.78 
ARRY Array Technologies Inc.
+2.76%
+$3,892.14 
EE Excelerate Energy, Inc.
+2.75%
+$12,743.85 
APA APA Corporation
+2.73%
+$10,486.08 
CRGY Crescent Energy Inc.
+2.69%
+$5,097.9 
CXM Sprinklr Inc.
+2.58%
+$5,427.36 
PMTS CPI Card Group Inc.
+2.38%
+$7,170.66 
ORLY O'Reilly Automotive Inc.
+2.28%
+$5,181.96 
WDC Western Digital Corporation
+2.21%
+$43,341.59 
QLYS Qualys, Inc.
+2.15%
+$4,888.3 
CHTR Charter Communications Inc
+2.1%
+$2,628.36 
MEI Methode Electronics Inc.
+2.04%
+$6,087.76 
IMMR Immersion Corporation
+2.02%
+$2,184 
FIGS Figs Inc.
+2%
+$3,388.35 
MMSI Merit Medical Systems, Inc.
+1.99%
+$4,812.35 
MATV Mativ Holdings Inc.
+1.99%
+$2,945.42 
SNBR Sleep Number Corporation
+1.92%
+$5.83 
DV DoubleVerify Holdings Inc.
+1.9%
+$2,375.73 
ZG Zillow Group, Inc.
+1.88%
+$1,822.72 
IONQ IonQ, Inc.
+1.87%
+$3,033.09 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$18,465.78 
CGNT Cognyte Software Ltd.
+1.82%
+$1,970.88 
RDW Redwire Corporation
+1.77%
+$1,594.2 
VTR Ventas Inc.
+1.73%
+$5,674.71 
CPS Cooper-Standard Holdings Inc.
+1.73%
+$5,202 
REAL The RealReal, Inc.
+1.51%
+$2,694.42 
LMT Lockheed Martin Corporation
+1.5%
+$6,938.52 
ADAM Adamas Trust, Inc.
+1.45%
+$4,121.39 
GE General Electric Company
+1.42%
+$6,624.51 
LFCR Lifecore Biomedical, Inc.
+1.38%
+$722.58 
WWD Woodward Inc.
+1.25%
+$3,929.13 
MBC MasterBrand, Inc.
+1.23%
+$1,012.1 
MSBI Midland States Bancorp Inc.
+1.17%
+$5,727.15 
ITW Illinois Tool Works Inc.
+1.15%
+$2,626 
GOGO Gogo Inc.
+1.09%
+$569.84 
CABO Cable One Inc.
+1.09%
+$490.63 
VREX Varex Imaging Corporation
+1.08%
+$2,218.08 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$1,353.15 
PCTY Paylocity Holding Corporation
+0.87%
+$1,910.2 
FRSH Freshworks Inc. Class A Common Stock
+0.84%
+$1,648.25 
ESS Essex Property Trust, Inc.
+0.81%
+$2,175.14 
JBI Janus International Group, Inc.
+0.79%
+$485.24 
MPC Marathon Petroleum Corporation
+0.76%
+$3,549.17 
COUR Coursera Inc.
+0.76%
+$426.44 
PCB PCB Bancorp
+0.72%
+$2,737.6 
SIGA Siga Technologies Inc.
+0.61%
+$396.46 
CUBI Customers Bancorp Inc.
+0.61%
+$1,747.2 
TPC Tutor Perini Corporation
+0.56%
+$2,812.95 
CRMD CorMedix Inc.
+0.53%
+$786.68 
DVA DaVita Inc.
+0.52%
+$2,372.66 
PSX Phillips 66
+0.51%
+$2,250.68 
DMC Fresh Del Monte Produce Inc.
+0.51%
+$1,312.05 
MBLY Mobileye Global Inc.
+0.51%
+$458.96 
IDCC InterDigital, Inc.
+0.49%
+$1,078.5 
FTRE Fortrea Holdings Inc.
+0.47%
+$1,673.82 
GTX Garrett Motion Inc.
+0.45%
+$2,132.06 
GCMG GCM Grosvenor Inc.
+0.4%
+$745.15 
SXC SunCoke Energy Inc.
+0.35%
+$352.38 
CXW CoreCivic Inc.
+0.34%
+$1,032.4 
WKC World Kinect Corporation
+0.33%
+$1,155.18 
SFL SFL Corporation Ltd.
+0.33%
+$676.12 
AZO AutoZone Inc.
+0.32%
+$493.68 
GD General Dynamics Corporation
+0.32%
+$818.62 
ENVA Enova International Inc.
+0.31%
+$1,553.12 
TRDA Entrada Therapeutics Inc.
+0.29%
+$776.98 
VISN Vistance Networks, Inc.
+0.26%
+$477.27 
INTU Intuit Inc.
+0.18%
+$320.34 
CCL Carnival Corporation Ltd.
+0.14%
+$425.8 
PARR Par Pacific Holdings Inc.
+0.14%
+$1,032.83 
LZ LegalZoom.com, Inc.
+0.13%
+$167.94 
ISRG Intuitive Surgical, Inc.
+0.1%
+$168.48 
IIIN Insteel Industries Inc.
+0.1%
+$268.08 
TWIN Twin Disc Inc.
+0.09%
+$336.3 
HGTY Hagerty, Inc.
+0.09%
+$241.57 
VRNS Varonis Systems, Inc.
+0.05%
+$79.68 
TAP Molson Coors Beverage Company
+0.02%
+$53.04 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
ATXS Astria Therapeutics Inc.
0%
$0 
DVAX Dynavax Technologies Corporation
0%
$0 
IAS Integral Ad Science Holding Corp.
0%
$0 
IVR Invesco Mortgage Capital Inc.
0%
$0 
JAMF Jamf Holding Corp.
0%
$0 
MRUS Merus N.V.
0%
$0 
PLCE The Children's Place, Inc.
0%
$0 
UDMY Udemy, Inc.
0%
$0 
CAR Avis Budget Group, Inc.
-9.58%
-$30,648.8 
MAX MediaAlpha, Inc.
-8.57%
-$19,441.6 
ACH Accendra Health, Inc.
-7.49%
-$8,423.25 
AAPL Apple Inc.
-7.35%
-$20,400.64 
INGM Ingram Micro Holding Corporation
-7.2%
-$23,185.53 
NPCE NeuroPace Inc.
-6.25%
-$9,963.96 
XNCR Xencor Inc.
-5.96%
-$12,866.56 
CGEM Cullinan Therapeutics, Inc.
-5.82%
-$27,659.34 
W Wayfair Inc.
-5.44%
-$11,355.76 
SNDK SanDisk Corporation
-5.09%
-$141,006.45 
VRDN Viridian Therapeutics Inc.
-4.92%
-$9,666.72 
EYPT EyePoint Pharmaceuticals Inc.
-4.74%
-$6,542.86 
SRPT Sarepta Therapeutics Inc.
-4.5%
-$8,414 
TSN Tyson Foods Inc.
-4.43%
-$14,316.18 
HTZ Hertz Global Holdings, Inc.
-4.23%
-$2,318.12 
ARQT Arcutis Biotherapeutics Inc.
-4.04%
-$11,446.9 
ADNT Adient plc
-3.84%
-$9,831.35 
CVRX CVRx, Inc.
-3.81%
-$2,170.95 
BKKT Bakkt Holdings, Inc.
-3.63%
-$2,757.51 
ST Sensata Technologies Holding plc
-3.54%
-$12,296.1 
PRTA Prothena Corporation plc
-3.45%
-$4,120.32 
KURA Kura Oncology Inc.
-3.22%
-$8,046.6 
TBI TrueBlue Inc.
-3.01%
-$2,411.2 
CC Chemours Co.
-2.92%
-$6,468.5 
VERA Vera Therapeutics Inc.
-2.87%
-$10,033.91 
SCHL Scholastic Corporation
-2.84%
-$9,721.11 
EVH Evolent Health Inc.
-2.83%
-$1,478.88 
OI O-I Glass, Inc.
-2.72%
-$3,042.4 
MPAA Motorcar Parts of America, Inc.
-2.62%
-$6,436.44 
CPSS Consumer Portfolio Services Inc.
-2.61%
-$2,964.25 
NVCR NovoCure Ltd.
-2.56%
-$5,310.63 
RVMD Revolution Medicines Inc.
-2.42%
-$32,619.2 
SNDX Syndax Pharmaceuticals Inc.
-2.21%
-$6,994.83 
PAYS Paysign Inc.
-2.18%
-$7,067 
BMBL Bumble Inc.
-2.06%
-$1,623.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,754.23 
SHLS Shoals Technologies Group, Inc.
-1.8%
-$2,323.36 
PII Polaris Inc.
-1.63%
-$4,442.21 
SNOW Snowflake Inc.
-1.62%
-$5,499.63 
OPRT Oportun Financial Corp.
-1.6%
-$954.9 
YOU Clear Secure Inc.
-1.53%
-$6,141.25 
SG Sweetgreen Inc.
-1.53%
-$1,265.3 
ATEC Alphatec Holdings Inc.
-1.45%
-$1,484.84 
TNGX Tango Therapeutics Inc.
-1.42%
-$4,440.93 
BGC BGC Group, Inc.
-1.37%
-$1,822.4 
LNTH Lantheus Holdings, Inc.
-1.35%
-$5,306.72 
SEDG SolarEdge Technologies Inc.
-1.34%
-$4,034.24 
TTD The Trade Desk, Inc. Class A
-1.31%
-$1,087.92 
DAL Delta Air Lines, Inc.
-1.3%
-$4,832.3 
OMF OneMain Holdings Inc.
-1.29%
-$3,007.76 
LCNB Lcnb Corporation
-1.25%
-$2,580.24 
DOLE Dole plc
-1.19%
-$3,575.61 
PRSU Pursuit Attractions and Hospitality
-1.17%
-$3,800.4 
PUBM PubMatic Inc.
-1.1%
-$1,590.68 
DINO HF Sinclair Corporation
-1.05%
-$6,976.24 
INTC Intel Corporation
-1.02%
-$12,867.48 
OPBK OP Bancorp
-1.01%
-$2,153.92 
GCO Genesco Inc.
-0.98%
-$2,950.7 
LC Happen Inc.
-0.98%
-$2,677.1 
VSTS Vestis Corporation
-0.89%
-$2,590.77 
VSAT Viasat Inc.
-0.86%
-$9,210.49 
AMWL American Well Corporation
-0.83%
-$2,158.2 
FE FirstEnergy Corp.
-0.82%
-$1,875.6 
LIND Lindblad Expeditions Holdings Inc.
-0.7%
-$2,469.18 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$3,640.38 
NTST Netstreit Corp.
-0.65%
-$1,618.82 
WPC W. P. Carey Inc.
-0.65%
-$1,648.33 
UVE Universal Insurance Holdings, Inc.
-0.64%
-$2,142.28 
AMT American Tower Corporation
-0.63%
-$2,065.82 
APLE Apple Hospitality REIT, Inc.
-0.6%
-$1,053.4 
HRB H&R Block Inc.
-0.59%
-$1,513.73 
CLW Clearwater Paper Corporation
-0.57%
-$1,498.07 
BRZE Braze, Inc.
-0.56%
-$1,010.37 
WELL Welltower Inc.
-0.51%
-$1,789.76 
DLHC DLH Holdings Corp.
-0.41%
-$237.54 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$838.18 
SWIM Latham Group, Inc.
-0.37%
-$220.54 
ABNB Airbnb, Inc.
-0.37%
-$1,139.04 
MCB Metropolitan Bank Holding Corp.
-0.37%
-$968.66 
ADSK Autodesk, Inc.
-0.33%
-$671.44 
GSL Global Ship Lease Inc.
-0.29%
-$926.38 
COST Costco Wholesale Corporation
-0.24%
-$907.43 
MEDP Medpace Holdings Inc.
-0.21%
-$636.65 
OSBC Old Second Bancorp, Inc.
-0.2%
-$521.35 
RCKY Rocky Brands Inc.
-0.18%
-$714.15 
MXL MaxLinear Inc.
-0.15%
-$1,305.4 
BWB Bridgewater Bancshares Inc.
-0.1%
-$228.96 
UHAL U-Haul Holding Company
-0.06%
-$222.32 
OSCR Oscar Health, Inc.
-0.03%
-$107.11 
ECPG Encore Capital Group Inc.
-0.01%
-$48.55 Events
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Dividends
Dividend Analysis
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| Trades 5716 | Longs Won 2746/5716 48% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.8M |
| Average Win $110,787.63 | Best Trade (Aug 03) $113.06M | Sharpe Ratio -38.1 |
| Average Loss -$46,970.11 | Worst Trade (Jun 28) -$52.61M | Z-Score -17.99 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 6d | Expectancy $28,818.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.1% | 0.83% | 2.77% | 6.52% | 12.68% | 21.83% | 34.56% | 51.44% | 73.06% |
| Consecutive Losing Trades | 3,584 | 3,226 | 2,867 | 2,509 | 2,151 | 1,792 | 1,434 | 1,075 | 717 | 358 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 832 | $211,852.16 | $257,013.12 | - | $45,160.96 | 21.32% | -7.354% |
| ABNB Airbnb, Inc. | 2,034 | $246,968.28 | $308,191.68 | - | $61,223.4 | 24.79% | -0.368% |
| ACDC ProFrac Holding Corp. | 40,496 | $149,835.2 | $163,603.84 | - | $13,768.64 | 9.19% | +8.895% |
| ACH Accendra Health, Inc. | 33,693 | $371,352.55 | $104,111.37 | - | -$267,241.18 | -71.96% | -7.485% |
| ADAM Adamas Trust, Inc. | 31,703 | $220,969.91 | $287,546.21 | - | $66,576.3 | 30.13% | +1.454% |
| ADNT Adient plc | 11,704 | $227,759.84 | $246,252.17 | - | $18,492.33 | 8.12% | -3.839% |
| ADSK Autodesk, Inc. | 872 | $277,008.24 | $204,222.4 | - | -$72,785.84 | -26.28% | -0.328% |
| ALTG Alta Equipment Group Inc. | 24,532 | $136,337.38 | $161,420.56 | - | $25,083.18 | 18.4% | +8.402% |
| AMD Advanced Micro Devices, Inc. | 1,705 | $275,851.95 | $811,835.73 | - | $535,983.78 | 194.3% | -1.904% |
| AMPL Amplitude, Inc. | 15,879 | $170,222.88 | $141,005.52 | - | -$29,217.36 | -17.16% | +3.136% |
| AMT American Tower Corporation | 1,878 | $393,607.96 | $325,570.08 | - | -$68,037.88 | -17.29% | -0.631% |
| AMWL American Well Corporation | 23,980 | $192,624.8 | $257,785 | - | $65,160.2 | 33.83% | -0.83% |
| APA APA Corporation | 10,592 | $257,173.76 | $395,293.44 | - | $138,119.68 | 53.71% | +2.725% |
| APLE Apple Hospitality REIT, Inc. | 10,534 | $126,513.34 | $173,916.34 | - | $47,403 | 37.47% | -0.602% |
| APLS Apellis Pharmaceuticals Inc. | 18,427 | $318.97 | $318.97 | - | - | - | 0.0 |
| ARQT Arcutis Biotherapeutics Inc. | 10,130 | $142,022.6 | $272,091.8 | - | $130,069.2 | 91.58% | -4.037% |
| ARRY Array Technologies Inc. | 27,801 | $165,296.96 | $145,121.22 | - | -$20,175.74 | -12.21% | +2.756% |
| ATEC Alphatec Holdings Inc. | 10,606 | $112,437.96 | $100,969.12 | - | -$11,468.84 | -10.2% | -1.449% |
| ATXS Astria Therapeutics Inc. | 21,369 | $155,566.32 | $268,822.02 | - | $113,255.7 | 72.8% | 0.0 |
| AZO AutoZone Inc. | 51 | $218,802.24 | $153,828.75 | - | -$64,973.49 | -29.7% | +0.322% |
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FAQ
Which stocks have generated the highest profits for David Jarvis?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.69M, Robinhood Markets, Inc - $2.25M, Occidental Petroleum Corporation - $2.18M, Coinbase Global, Inc - $2.04M, and Shopify Inc - $1.87M. 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: Airbnb, Inc - $1.13M, Datadog, Inc. Class A Common Stock - $890,261.06, Tesla, Inc - $816,322, Illumina, Inc - $661,646.16, and Snowflake Inc - $660,853.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Jarvis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.18M earned over time. The largest contributors to dividend income include ZIM Integrated Shipping Services Ltd - $726,991.79, Cvr Energy Inc - $160,044, Invesco Mortgage Capital Inc - $108,665.7, Jackson Financial Inc - $100,358.57, and Lincoln National Corporation - $95,840.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Jarvis's monthly returns?
David Jarvis's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can David Jarvis's strategy be considered aggressive or moderate?
David Jarvis's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow David Jarvis's strategy?
David Jarvis's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
