G. Adam Parmer Portfolio
Invests via Enhancing Capital LLC | Managed by G. Adam Parmer, Tom Seymour
Invests via Enhancing Capital LLC
Managed by G. Adam Parmer, Tom Seymour
Automatically Tracked
G. Adam Parmer Profile
With a rich background in investment and entrepreneurship, G. Adam Parmer has established himself as a prominent figure in the financial landscape. His leadership experiences span various sectors, where he has excelled in identifying growth opportunities and driving strategic initiatives. Known for his operational acumen, he effectively bridges the gap between capital allocation and business execution, enabling innovative solutions that cater to emerging market needs. Drawing from an impressive educational foundation, he continuously seeks ways to optimize organizational performance while adapting to evolving economic climates.
With a rich background in investment and entrepreneurship, G. Adam Parmer has established himself as a prominent figure in the financial landscape. His leadership experiences span various sectors, where he has excelled in identifying growth opportunities and driving strategic initiatives. Known for his operational acumen, he effectively bridges the gap between capital allocation and business execution, enabling innovative solutions that cater to emerging market needs. Drawing from an impressive educational foundation, he continuously seeks ways to optimize organizational performance while adapting to evolving economic climates.
Investment Philosophy & Strategy
Emphasizing a contrarian perspective, G. Adam Parmer navigates the investment landscape by identifying overlooked opportunities that offer potential for substantial returns. His keen analytical skills drive an emphasis on long-term value creation, often leading him to sectors undervalued by market consensus. Capitalizing on his entrepreneurial spirit and leadership insights, he aligns investment strategies with emerging trends while maintaining a sharp focus on operational efficiency. The strategic application of resources is complemented by adaptive approaches that leverage both risk management and growth potential across diverse industries.
Emphasizing a contrarian perspective, G. Adam Parmer navigates the investment landscape by identifying overlooked opportunities that offer potential for substantial returns. His keen analytical skills drive an emphasis on long-term value creation, often leading him to sectors undervalued by market consensus. Capitalizing on his entrepreneurial spirit and leadership insights, he aligns investment strategies with emerging trends while maintaining a sharp focus on operational efficiency. The strategic application of resources is complemented by adaptive approaches that leverage both risk management and growth potential across diverse industries.
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:
64.05%
Gain -0.43%
Monthly
0.81%
Yearly
10.12%
Drawdown
17.24%
$146.66M
Equity
Holdings
$146.66M
Investment
$97.09M
$49.25M
Profit -$522,717.12
Realized
-$312,798.94
Unrealized
$49.57M
Dividends
$10.6M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$522,717.12
Win %
60%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$552,150.74
Win %
60%
This Month
Compared to last month
Gain
-2.24%
Profit
-$3.36M
Win %
60%
This Year
Compared to last year
Gain
1.08%
Profit
$1.57M
Win %
60%
ICE Intercontinental Exchange, Inc.
+2.79%
+$14,569.27 
COP ConocoPhillips
+2.18%
+$29,757 
XOM Exxon Mobil Corporation
+1.9%
+$33,823.89 
CTVA Corteva Inc.
+1.89%
+$7,802.16 
RTX RTX Corporation
+1.79%
+$52,330.57 
CVX Chevron Corporation
+1.73%
+$71,260 
MCO Moody's Corporation
+1.41%
+$13,250 
ET Energy Transfer L.P.
+1.27%
+$20,966.4 
MA Mastercard Incorporated
+1.22%
+$16,705.9 
HEI Heico Corporation
+1.21%
+$3,290.54 
SNPS Synopsys, Inc.
+1.21%
+$10,222.19 
LHX L3Harris Technologies, Inc.
+1.14%
+$11,080.56 
TRV The Travelers Companies, Inc.
+1.1%
+$4,775.99 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$33,098 
CB Chubb Limited
+0.86%
+$2,086.59 
MAR Marriott International Inc. - Class A
+0.75%
+$5,220 
JNJ Johnson & Johnson
+0.57%
+$23,868 
ABBV AbbVie Inc.
+0.55%
+$2,940 
WM Waste Management, Inc.
+0.5%
+$13,624.13 
TROW T. Rowe Price Group, Inc.
+0.48%
+$3,825 
V Visa Inc. Class A
+0.38%
+$7,562.45 
ESE Esco Technologies Inc.
+0.34%
+$2,930.77 
DIS The Walt Disney Company
+0.33%
+$3,400 
MEDP Medpace Holdings Inc.
+0.32%
+$3,185.95 
GRMN Garmin Ltd.
+0.17%
+$3,301.92 
MUSA Murphy USA Inc.
+0.14%
+$781.07 
KO The Coca-Cola Company
+0.09%
+$978.4 
ABT Abbott Laboratories
+0.08%
+$304 
MSFT Microsoft Corp.
+0.05%
+$6,076.56 
FULT Fulton Financial Corporation
+0.04%
+$958.26 
JPM JPMorgan Chase & Co.
+0.04%
+$2,760 
WMT Walmart Inc.
+0.02%
+$330 
RACE Ferrari N.V.
+0.02%
+$127.94 
EPD Enterprise Products Partners L.P.
+0.01%
+$44.8 
PG Procter & Gamble Co
+0.01%
+$36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$222.38 
HONIV Honeywell International Inc.
0%
$0 
IDR Idaho Strategic Resources, Inc.
-4.87%
-$15,402 
QURE uniQure N.V.
-4.84%
-$9,855 
MCD McDonald's Corporation
-4.2%
-$38,887.04 
BKNG Booking Holdings Inc.
-3.84%
-$17,194.75 
GOOGL Alphabet Inc
-2.58%
-$55,314.19 
UNFI United Natural Foods Inc.
-2.53%
-$14,738.96 
GOOG Alphabet Inc
-2.51%
-$6,145.92 
AMZN Amazon.com Inc
-2.25%
-$94,029.3 
DPZ Domino's Pizza Inc.
-2.08%
-$11,859.33 
ORCL Oracle Corporation
-2%
-$29,800 
SRE Sempra
-1.92%
-$28,923 
TOST Toast Inc.
-1.89%
-$9,434.32 
ADI Analog Devices, Inc.
-1.82%
-$6,257.79 
LOW Lowe's Companies Inc.
-1.81%
-$8,875 
HD The Home Depot, Inc.
-1.74%
-$8,798.02 
HTLD Heartland Express Inc.
-1.65%
-$6,620.25 
NEE NextEra Energy, Inc.
-1.63%
-$66,564 
CMI Cummins Inc.
-1.6%
-$60,177.6 
PEG Public Service Enterprise Group Incorporated
-1.56%
-$8,640 
HONA Honeywell Aerospace Inc.
-1.49%
-$6,723 
CELH Celsius Holdings Inc.
-1.45%
-$5,761.38 
MRK Merck & Co., Inc.
-1.35%
-$45,016.68 
CPRT Copart Inc.
-1.3%
-$5,564.78 
NVDA NVIDIA Corporation
-1.26%
-$122,686.28 
SO The Southern Company
-1.23%
-$2,625 
XEL Xcel Energy Inc.
-1.18%
-$13,174.97 
PPL PPL Corporation
-1.16%
-$7,934.4 
AEP American Electric Power Company, Inc.
-1.14%
-$41,511 
ADSK Autodesk, Inc.
-1.04%
-$3,592.22 
SHW The Sherwin-Williams Company
-0.95%
-$4,739.3 
LNT Alliant Energy Corporation
-0.93%
-$18,936 
ALSN Allison Transmission Holdings Inc.
-0.92%
-$2,000.22 
GPC Genuine Parts Company
-0.89%
-$3,001.5 
CNM Core & Main Inc.
-0.88%
-$14,287.56 
BMY Bristol-Myers Squibb Company
-0.77%
-$17,904 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.76%
-$2,469.01 
TGT Target Corporation
-0.7%
-$1,887.01 
WEC WEC Energy Group Inc.
-0.65%
-$7,784.49 
AAPL Apple Inc.
-0.61%
-$6,943.01 
PSMT PriceSmart Inc.
-0.61%
-$1,298.34 
LLY Eli Lilly and Company
-0.58%
-$56,606.08 
TXN Texas Instruments Inc
-0.57%
-$20,020 
MTB M&T Bank Corporation
-0.52%
-$1,276 
USB U.S. Bancorp
-0.51%
-$1,200 
PLPC Preformed Line Products Co.
-0.49%
-$3,903.21 
PNC The PNC Financial Services Group, Inc.
-0.46%
-$1,302.94 
PPG PPG Industries Inc.
-0.39%
-$840 
TMO Thermo Fisher Scientific Inc.
-0.3%
-$1,278.54 
COST Costco Wholesale Corporation
-0.25%
-$8,113.39 
BHRB Burke & Herbert Financial Services Corp.
-0.12%
-$1,257.7 
CSCO Cisco Systems, Inc.
-0.03%
-$995.76 
CL Colgate-Palmolive Company
-0.01%
-$40.01 
HSY The Hershey Company
-0.01%
-$28.68 Events
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Dividends
Dividend Analysis
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| Trades 323 | Longs Won 174/323 53% | Profit Factor 5.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $743,752.33 |
| Average Win $345,794.84 | Best Trade (Aug 12) $7.93M | Sharpe Ratio -35.18 |
| Average Loss -$73,254.32 | Worst Trade (Sep 29) -$1.45M | Z-Score 1.68 (90.67%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w | Expectancy $152,487.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 2,000 | 1,800 | 1,600 | 1,400 | 1,200 | 1,000 | 800 | 600 | 400 | 200 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,338 | $592,728.66 | $1.13M | - | $534,413.83 | 90.16% | -0.612% |
| ABBV AbbVie Inc. | 2,000 | $270,800 | $533,360 | - | $262,560 | 96.96% | +0.554% |
| ABT Abbott Laboratories | 3,800 | $534,812 | $394,326 | - | -$140,486 | -26.27% | +0.077% |
| ADI Analog Devices, Inc. | 882 | $209,933.64 | $338,048.55 | - | $128,114.91 | 61.03% | -1.818% |
| ADSK Autodesk, Inc. | 1,579 | $294,957.2 | $343,187.75 | - | $48,230.55 | 16.35% | -1.036% |
| AEP American Electric Power Company, Inc. | 30,300 | $2.7M | $3.6M | - | $906,879 | 33.64% | -1.139% |
| ALSN Allison Transmission Holdings Inc. | 1,887 | $220,892.22 | $215,721.84 | - | -$5,170.38 | -2.34% | -0.919% |
| AMZN Amazon.com Inc | 16,410 | $2.72M | $4.09M | - | $1.37M | 50.26% | -2.247% |
| BHRB Burke & Herbert Financial Services Corp. | 15,508 | $1.12M | $1.08M | - | -$40,337.86 | -3.61% | -0.117% |
| BKNG Booking Holdings Inc. | 2,725 | $543,789.5 | $430,304.75 | - | -$113,484.75 | -20.87% | -3.842% |
| BMY Bristol-Myers Squibb Company | 37,300 | $2.33M | $2.3M | - | -$21,634 | -0.93% | -0.771% |
| BRK-B Berkshire Hathaway Inc. | 6,700 | $2.14M | $3.41M | - | $1.26M | 58.94% | +0.981% |
| CB Chubb Limited | 722 | $218,036.78 | $244,512.52 | - | $26,475.74 | 12.14% | +0.861% |
| CELH Celsius Holdings Inc. | 13,553 | $581,771.04 | $392,493.52 | - | -$189,277.52 | -32.53% | -1.447% |
| CL Colgate-Palmolive Company | 4,000 | $341,360 | $348,160 | - | $6,800 | 1.99% | -0.011% |
| CMI Cummins Inc. | 7,164 | $1.58M | $3.71M | - | $2.13M | 135.03% | -1.597% |
| CNM Core & Main Inc. | 37,599 | $1.92M | $1.6M | - | -$313,731.48 | -16.37% | -0.884% |
| COP ConocoPhillips | 10,900 | $786,762 | $1.4M | - | $608,438 | 77.33% | +2.179% |
| COST Costco Wholesale Corporation | 3,606 | $2.07M | $3.24M | - | $1.16M | 56.22% | -0.25% |
| CPRT Copart Inc. | 14,903 | $481,971.34 | $423,567.1 | - | -$58,404.24 | -12.12% | -1.297% |
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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 G. Adam Parmer?
The largest contributions to the portfolio's profits come from the following stocks: Warrior Met Coal Inc - $2.02M, Idaho Strategic Resources, Inc - $1.07M, JPMorgan Chase & Co - $942,321.72, Ferrari N.V - $680,352.78, and Chevron Corporation - $628,039.9. 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: Pfizer Inc - $1.19M, Intel Corporation - $669,179.5, Amazon.com Inc - $482,817.13, UnitedHealth Group Incorporated - $322,280.5, and PayPal Holdings Inc - $303,771.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does G. Adam Parmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.6M earned over time. The largest contributors to dividend income include Chevron Corporation - $622,816.8, JPMorgan Chase & Co - $578,773.05, NextEra Energy, Inc - $527,423.42, American Electric Power Company, Inc - $506,010, and Energy Transfer L.P - $460,454.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are G. Adam Parmer's monthly returns?
G. Adam Parmer'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 G. Adam Parmer's strategy be considered aggressive or moderate?
G. Adam Parmer'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 G. Adam Parmer's strategy?
G. Adam Parmer'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.
