JA
Jonathan Ameen Portfolio
Invests via Impact Capital Partners LLC | Managed by Jonathan Ameen
Invests via Impact Capital Partners LLC
Managed by Jonathan Ameen
Automatically Tracked
Experienced investor focused on growth-stage technology and consumer companies, with a background spanning principal investing, corporate development and strategic operations. Jonathan Ameen brings experience advising management teams on capital raising, go-to-market scaling and exit execution; has participated in board and investor relations roles and evaluates opportunities across SaaS, fintech and marketplace models. Market-oriented, operationally fluent and capital-allocation focused.
Experienced investor focused on growth-stage technology and consumer companies, with a background spanning principal investing, corporate development and strategic operations. Jonathan Ameen brings experience advising management teams on capital raising, go-to-market scaling and exit execution; has participated in board and investor relations roles and evaluates opportunities across SaaS, fintech and marketplace models. Market-oriented, operationally fluent and capital-allocation focused.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities, prioritizing capital-efficient SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market motion. Blends market-driven thesis investing with operational due diligence, favoring founders who demonstrate repeatable customer acquisition and monetization pathways. Allocates capital with a bias toward follow-on support, active board engagement and exit optionality; risk-managed through staging, KPI-based milestones and tight capital-allocation discipline.
Focuses on growth-stage technology and consumer opportunities, prioritizing capital-efficient SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market motion. Blends market-driven thesis investing with operational due diligence, favoring founders who demonstrate repeatable customer acquisition and monetization pathways. Allocates capital with a bias toward follow-on support, active board engagement and exit optionality; risk-managed through staging, KPI-based milestones and tight capital-allocation discipline.
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:
0.09%
Gain
Monthly
0%
Yearly
0.06%
Drawdown
18.24%
$363.29M
Equity
Holdings
$363.29M
Investment
$306.29M
$57.29M
Profit -$2.7M
Realized
$290,512.04
Unrealized
$57M
Dividends
$8.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.7M
Win %
68%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$543,732.61
Win %
68%
This Month
Compared to last month
Gain
0.8%
Profit
$2.9M
Win %
68%
This Year
Compared to last year
Gain
10.49%
Profit
$34.49M
Win %
68%
STX Seagate Technology Holdings plc
+5.72%
+$57,209.42 
CASY Casey's General Stores Inc.
+3.44%
+$15,346.8 
MUR Murphy Oil Corporation
+3.02%
+$16,180.54 
WDC Western Digital Corporation
+2.88%
+$20,858.88 
WRB W.R. Berkley Corporation
+2.84%
+$23,157.01 
TTE TotalEnergies SE
+2.8%
+$4,873.05 
PSX Phillips 66
+2.7%
+$49,487.68 
CSCO Cisco Systems, Inc.
+2.57%
+$22,001.64 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.36%
+$5,776.41 
CB Chubb Limited
+2.25%
+$40,792.48 
SHEL Shell plc
+2.22%
+$4,987.71 
MU Micron Technology, Inc.
+2.2%
+$30,283.84 
RLI RLI Corp.
+2.1%
+$12,270 
MPC Marathon Petroleum Corporation
+1.92%
+$6,750.5 
UNH UnitedHealth Group Incorporated
+1.79%
+$49,959.78 
GEV GE Vernova Inc.
+1.7%
+$10,525.36 
ORCL Oracle Corporation
+1.64%
+$58,827.48 
CVX Chevron Corporation
+1.58%
+$43,484.13 
MO Altria Group, Inc.
+1.51%
+$6,152.64 
COP ConocoPhillips
+1.47%
+$4,620.76 
TTAN ServiceTitan, Inc.
+1.43%
+$7,198.2 
ACGL Arch Capital Group Ltd
+1.43%
+$4,874.87 
JNJ Johnson & Johnson
+1.37%
+$86,288.26 
XOM Exxon Mobil Corporation
+1.32%
+$46,454.4 
ABT Abbott Laboratories
+1.3%
+$30,071.19 
ZBRA Zebra Technologies Corporation
+1.27%
+$4,968.76 
EOG EOG Resources, Inc.
+1.13%
+$9,925.54 
GE General Electric Company
+1.13%
+$11,282.7 
CMG Chipotle Mexican Grill, Inc.
+1.08%
+$4,294.22 
PGR Progressive Corporation
+1.08%
+$4,799.64 
PANW Palo Alto Networks, Inc.
+1.06%
+$6,832.5 
TDY Teledyne Technologies Incorporated
+0.93%
+$7,890.78 
ETN Eaton Corporation plc
+0.89%
+$3,410.88 
MANH Manhattan Associates Inc.
+0.88%
+$3,139.22 
PM Philip Morris International Inc.
+0.87%
+$13,724.88 
IAU iShares Gold Trust
+0.84%
+$1,936.25 
CAT Caterpillar Inc.
+0.75%
+$12,072.88 
ABBV AbbVie Inc.
+0.75%
+$42,294 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.72%
+$1,501.44 
HWM Howmet Aerospace Inc.
+0.7%
+$3,541.86 
MRVL Marvell Technology, Inc.
+0.64%
+$4,318.8 
VSTS Vestis Corporation
+0.61%
+$1,321.1 
LLY Eli Lilly and Company
+0.61%
+$15,805.53 
ADSK Autodesk, Inc.
+0.58%
+$2,466.25 
NSC Norfolk Southern Corporation
+0.52%
+$1,515.36 
BMY Bristol-Myers Squibb Company
+0.45%
+$1,267.75 
FCX Freeport-McMoRan Inc.
+0.36%
+$1,177.47 
PWR Quanta Services Inc.
+0.34%
+$926.51 
LH Labcorp Holdings Inc.
+0.33%
+$775.5 
BFAM Bright Horizons Family Solutions Inc.
+0.33%
+$1,177.5 
UNP Union Pacific Corporation
+0.31%
+$8,290.03 
CAH Cardinal Health Inc.
+0.3%
+$883.2 
EMR Emerson Electric Co.
+0.3%
+$780.2 
BA Boeing Company
+0.29%
+$856.84 
ULTA Ulta Beauty Inc.
+0.23%
+$762.3 
OLED Universal Display Corporation
+0.2%
+$627.36 
AAPL Apple Inc.
+0.2%
+$40,872.95 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$2,677.84 
QCOM QUALCOMM Incorporated
+0.16%
+$763 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$6,044.17 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$253.89 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$893.55 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$250.96 
MCK McKesson Corporation
+0.09%
+$241.2 
MRSH Marsh & McLennan Companies, Inc.
+0.08%
+$1,330.5 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.08%
+$1,390.52 
ANET Arista Networks, Inc.
+0.08%
+$315.25 
RTX RTX Corporation
+0.06%
+$286.81 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.05%
+$1,528.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$165.35 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$347.58 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$1,161.17 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$67.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.73%
-$38,923.4 
NFLX Netflix, Inc.
-6.94%
-$57,239.88 
AXON Axon Enterprise, Inc.
-5.45%
-$29,037.82 
AMAT Applied Materials, Inc.
-5%
-$65,725.76 
KO The Coca-Cola Company
-4.14%
-$201,725.85 
SITE SiteOne Landscape Supply Inc.
-4.08%
-$10,243.2 
WSO Watsco Inc.
-3.98%
-$17,698.56 
IBP Installed Building Products Inc.
-3.56%
-$21,418.83 
IBM International Business Machines Corporation
-3.45%
-$10,101.9 
UFPI UFP Industries, Inc.
-3.41%
-$16,004.46 
BANF BancFirst Corporation
-3.38%
-$19,272.82 
SYK Stryker Corporation
-3.31%
-$19,449.81 
POOL Pool Corporation
-3.15%
-$25,224.05 
LII Lennox International Inc.
-3.11%
-$17,317.88 
LOW Lowe's Companies Inc.
-2.98%
-$17,819.48 
RDNT RadNet Inc.
-2.96%
-$9,509.64 
META Meta Platforms Inc Class A
-2.83%
-$127,106.75 
KLAC KLA Corporation
-2.79%
-$11,138.4 
SBUX Starbucks Corporation
-2.73%
-$7,006.32 
KAI Kadant Inc.
-2.62%
-$15,607.16 
LRCX Lam Research Corporation
-2.61%
-$24,977.03 
THO Thor Industries Inc.
-2.6%
-$8,045.9 
GOOGL Alphabet Inc
-2.57%
-$243,662.45 
GOOG Alphabet Inc
-2.56%
-$115,197.45 
DIS The Walt Disney Company
-2.44%
-$6,687.36 
TSLA Tesla, Inc.
-2.39%
-$55,439.28 
APAM Artisan Partners Asset Management Inc.
-2.39%
-$8,964.78 
HD The Home Depot, Inc.
-2.35%
-$83,227.89 
SSD Simpson Manufacturing Co., Inc.
-2.32%
-$28,852.74 
ITW Illinois Tool Works Inc.
-2.31%
-$18,765.75 
URI United Rentals, Inc.
-2.2%
-$12,350.68 
GS The Goldman Sachs Group, Inc.
-2.18%
-$20,059.2 
YUM Yum! Brands, Inc.
-2.16%
-$7,905.87 
MLM Martin Marietta Materials, Inc.
-2.1%
-$8,636.56 
MCD McDonald's Corporation
-2.1%
-$58,312.56 
TXN Texas Instruments Inc
-2.04%
-$11,296.64 
AMGN Amgen Inc.
-2.04%
-$6,432.07 
TSCO Tractor Supply Company
-2.02%
-$3,213.12 
CPRT Copart Inc.
-2%
-$4,873.69 
GLW Corning Incorporated
-1.99%
-$6,271.65 
NVDA NVIDIA Corporation
-1.98%
-$344,985.14 
ALLE Allegion plc
-1.96%
-$11,238.11 
MC Moelis & Company
-1.94%
-$15,750.36 
AXP American Express Company
-1.92%
-$11,077.27 
PEP PepsiCo, Inc.
-1.89%
-$24,056.61 
ROK Rockwell Automation, Inc.
-1.88%
-$8,247.22 
GGG Graco Inc.
-1.88%
-$10,582 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$12,537.18 
V Visa Inc. Class A
-1.8%
-$73,032.48 
C Citigroup Inc.
-1.79%
-$4,793.16 
EXPO Exponent Inc.
-1.74%
-$4,355.68 
BSY Bentley Systems, Incorporated Class B
-1.74%
-$5,307.82 
ULS Ul Solutions Inc.
-1.73%
-$10,416 
TTC The Toro Company
-1.72%
-$18,235.8 
LPLA LPL Financial Holdings Inc.
-1.67%
-$11,496.24 
FHB First Hawaiian, Inc.
-1.65%
-$10,163.09 
OMF OneMain Holdings Inc.
-1.65%
-$43,849.15 
BKNG Booking Holdings Inc.
-1.65%
-$3,952 
VMC Vulcan Materials Company
-1.64%
-$6,026.92 
MA Mastercard Incorporated
-1.61%
-$21,000.87 
EFX Equifax Inc.
-1.61%
-$6,632.61 
CTAS Cintas Corporation
-1.58%
-$6,013.53 
IBKR Interactive Brokers Group Inc.
-1.58%
-$20,612.28 
SF Stifel Financial Corp.
-1.58%
-$5,628.36 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$8,247.4 
SPGI S&P Global Inc.
-1.53%
-$4,269.99 
UBS UBS Group AG
-1.52%
-$13,841.15 
COO The Cooper Companies, Inc.
-1.52%
-$7,653.45 
WM Waste Management, Inc.
-1.51%
-$3,678.3 
GOLF Acushnet Holdings Corp.
-1.5%
-$18,043.8 
MSFT Microsoft Corp.
-1.49%
-$220,722.52 
JKHY Jack Henry & Associates, Inc.
-1.47%
-$14,758.74 
UBER Uber Technologies, Inc.
-1.47%
-$4,096.48 
MS Morgan Stanley
-1.46%
-$8,475.28 
EME EMCOR Group, Inc.
-1.44%
-$17,804.52 
INTC Intel Corporation
-1.44%
-$12,457.2 
WTS Watts Water Technologies Inc.
-1.41%
-$18,813.31 
ZWS Zurn Elkay Water Solutions Corporation
-1.41%
-$9,434.32 
FDX FedEx Corporation
-1.38%
-$4,166.46 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$12,142.19 
MSCI MSCI Inc.
-1.32%
-$4,211.56 
VUG Vanguard Growth ETF
-1.32%
-$11,026.08 
ADI Analog Devices, Inc.
-1.31%
-$65,429.5 
CL Colgate-Palmolive Company
-1.31%
-$4,255.8 
BLK BlackRock, Inc.
-1.28%
-$36,971.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$4,413 
CMCSA Comcast Corp
-1.27%
-$3,326.03 
IWF iShares Russell 1000 Growth ETF
-1.26%
-$7,668.36 
LIN Linde plc
-1.25%
-$38,066.37 
CRVL CorVel Corporation
-1.25%
-$6,485.63 
NDSN Nordson Corporation
-1.25%
-$8,531.48 
LYG Lloyds Banking Group Plc ADR
-1.24%
-$1,515.3 
NXST Nexstar Media Group Inc.
-1.23%
-$7,372.4 
PG Procter & Gamble Co
-1.22%
-$87,368.65 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$12,636.78 
TT Trane Technologies plc
-1.21%
-$18,118.26 
VONG Vanguard Russell 1000 Growth Fund
-1.2%
-$4,266 
DTM Dt Midstream Inc.
-1.2%
-$7,055.84 
RSG Republic Services, Inc.
-1.18%
-$21,533.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.17%
-$3,377.16 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$2,884 
ABEV Ambev S.A.
-1.15%
-$376.43 
GILD Gilead Sciences Inc.
-1.14%
-$2,639.65 
ODFL Old Dominion Freight Line, Inc.
-1.11%
-$2,953.49 
CHH Choice Hotels International Inc.
-1.09%
-$3,713.49 
XEL Xcel Energy Inc.
-1.07%
-$2,182.68 
PLTR Palantir Technologies Inc.
-1.05%
-$5,675.25 
FCN Fti Consulting Inc.
-1%
-$8,038.8 
APH Amphenol Corporation
-0.99%
-$7,884.24 
SAN Banco Santander S.A. Sponsored ADR
-0.99%
-$2,802.47 
DLS WisdomTree International SmallCap Dividend Fund
-0.98%
-$20,063.36 
KMB Kimberly-Clark Corporation
-0.97%
-$8,001.94 
ETR Entergy Corporation
-0.96%
-$2,569.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.95%
-$3,324.45 
GARP iShares MSCI USA Quality GARP ETF
-0.95%
-$5,690.88 
HLT Hilton Worldwide Holdings Inc.
-0.95%
-$4,537.46 
SHOP Shopify Inc.
-0.94%
-$5,568.42 
SAIA Saia, Inc.
-0.94%
-$4,951.87 
VRT Vertiv Holdings Co
-0.9%
-$3,160.08 
SCHX Schwab U.S. Large-Cap ETF
-0.9%
-$7,437.76 
LNT Alliant Energy Corporation
-0.89%
-$2,680.43 
VOO Vanguard S&P 500 ETF
-0.87%
-$15,648.49 
WFC Wells Fargo & Company
-0.86%
-$3,302.2 
IVV iShares Core S&P 500 ETF
-0.86%
-$25,152.33 
CRM Salesforce Inc
-0.86%
-$1,635.4 
CSX CSX Corporation
-0.85%
-$21,808.29 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$25,979.73 
AMZN Amazon.com Inc
-0.84%
-$55,076.96 
ORLY O'Reilly Automotive Inc.
-0.81%
-$4,097.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$17,436.06 
COST Costco Wholesale Corporation
-0.8%
-$13,482.17 
PLD Prologis Inc.
-0.8%
-$18,841.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$5,439.7 
ALGN Align Technology, Inc.
-0.79%
-$2,759.42 
T AT&T Inc.
-0.77%
-$2,974.66 
AMD Advanced Micro Devices, Inc.
-0.77%
-$6,598.9 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.75%
-$23,949.56 
IMTM iShares MSCI International Momentum Factor ETF
-0.73%
-$39,640.84 
ADP Automatic Data Processing Inc.
-0.72%
-$15,281.76 
SCHW Charles Schwab Corporation
-0.71%
-$3,051.4 
TRMB Trimble Inc.
-0.69%
-$1,840.75 
ACN Accenture plc Class A
-0.67%
-$2,832.3 
MMM 3M Company
-0.65%
-$1,933.82 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$1,530.1 
VB Vanguard Small-Cap ETF
-0.64%
-$2,434.56 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,597.3 
DCI Donaldson Company, Inc.
-0.64%
-$2,860.56 
AEP American Electric Power Company, Inc.
-0.62%
-$6,829.24 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.62%
-$66,922.72 
ES Eversource Energy
-0.61%
-$2,021.7 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.59%
-$3,383.72 
NEE NextEra Energy, Inc.
-0.59%
-$7,614.07 
LSTR Landstar System Inc.
-0.58%
-$5,420.04 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$10,920.15 
ROL Rollins, Inc.
-0.56%
-$2,706.82 
EFA iShares MSCI EAFE ETF
-0.56%
-$5,309.32 
LMT Lockheed Martin Corporation
-0.56%
-$1,527.05 
BAC Bank of America Corporation
-0.55%
-$3,456.1 
IWD iShares Russell 1000 Value ETF
-0.52%
-$2,752.47 
DTE DTE Energy Company
-0.51%
-$6,180.44 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$2,119.73 
NEU NewMarket Corporation
-0.49%
-$1,238.25 
AME Ametek Inc.
-0.49%
-$1,602.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$2,979.93 
AZN AstraZeneca PLC American Depositary Shares
-0.44%
-$1,317.02 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$2,445.28 
APD Air Products and Chemicals, Inc.
-0.44%
-$1,813.51 
VO Vanguard Mid-Cap ETF
-0.43%
-$5,932.62 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$11,067.6 
CR Crane NXT Co.
-0.41%
-$1,773.77 
HWKN Hawkins Inc.
-0.39%
-$1,403.92 
VZ Verizon Communications Inc.
-0.39%
-$1,328.72 
WMT Walmart Inc.
-0.38%
-$5,939.56 
SLB Schlumberger Limited
-0.38%
-$832.5 
TJX The TJX Companies, Inc.
-0.35%
-$5,917.34 
PH Parker-Hannifin Corporation
-0.33%
-$1,255.32 
SPOT Spotify Technology S.A.
-0.33%
-$695.95 
PRI Primerica Inc.
-0.31%
-$3,896.48 
JCI Johnson Controls International plc
-0.31%
-$1,637.24 
HON Honeywell International Inc.
-0.3%
-$3,481.26 
BBY Best Buy Co., Inc.
-0.3%
-$1,609.05 
JPM JPMorgan Chase & Co.
-0.29%
-$19,708.92 
AVGO Broadcom Inc.
-0.28%
-$34,363.08 
LHX L3Harris Technologies, Inc.
-0.28%
-$1,024 
DE Deere & Company
-0.28%
-$1,907.32 
IBEX IBEX Limited
-0.25%
-$8,126.19 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$2,617.27 
VTV Vanguard Value ETF
-0.25%
-$2,657.83 
BJ BJ's Wholesale Club Holdings, Inc.
-0.23%
-$952.24 
COR Cencora, Inc.
-0.2%
-$451.4 
TEL TE Connectivity plc
-0.19%
-$1,180.03 
BRK-A Berkshire Hathaway Inc.
-0.18%
-$1,364.22 
HLNE Hamilton Lane Inc.
-0.17%
-$579.6 
BRO Brown & Brown Inc.
-0.16%
-$376.31 
MRK Merck & Co., Inc.
-0.14%
-$2,083.86 
NOW ServiceNow, Inc.
-0.12%
-$387.12 
LCII LCI Industries Inc.
-0.1%
-$407.44 
PFE Pfizer Inc.
-0.1%
-$318.15 
MUB iShares National Muni Bond ETF
-0.08%
-$276.76 
BNDX Vanguard Total International Bond ETF
-0.07%
-$214.62 
RBC RBC Bearings Incorporated
-0.04%
-$445.08 
ROST Ross Stores, Inc.
-0.02%
-$155.2 Events
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Dividends
Dividend Analysis
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| Trades 1561 | Longs Won 964/1561 61% | Profit Factor 4.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $260,674.23 |
| Average Win $78,623.56 | Best Trade (Jul 15) $5.75M | Sharpe Ratio -11.77 |
| Average Loss -$30,989.14 | Worst Trade (Jul 15) -$1.2M | Z-Score 9.92 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $36,702.49 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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