GAP

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
Tracking: 0 Updated: Jun 12 at 08:10 PM
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:
39.18%
Gain +0.17%
Monthly
0.56%
Yearly
6.89%
Drawdown
21.44%
$143.33M
Equity
Holdings
$143.33M
Investment
$95.97M
$47.31M
Profit +$313,163.68
Realized
-$49,794.08
Unrealized
$47.36M
Dividends
$9.97M

Goals

Avg. 49.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
99%
Today
Compared To Yesterday
Gain
0.17%
Profit
$313,163.68
Win %
64%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$151,925.22
Win %
64%
This Month
Compared to last month
Gain
-0.51%
Profit
-$735,849.92
Win %
64%
This Year
Compared to last year
Gain
-0.27%
Profit
-$137,829.13
Win %
64%
Idaho Strategic Resources, Inc. logo
IDR Idaho Strategic Resources, Inc.
+5.91%
+$20,808
Domino's Pizza Inc. logo
DPZ Domino's Pizza Inc.
+3.72%
+$20,555.78
Celsius Holdings Inc. logo
CELH Celsius Holdings Inc.
+2.75%
+$9,687.6
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.3%
+$166,060.23
U.S. Bancorp logo
USB U.S. Bancorp
+2.27%
+$5,240
Target Corporation logo
TGT Target Corporation
+1.94%
+$4,377.5
M&T Bank Corporation logo
MTB M&T Bank Corporation
+1.76%
+$4,422
Allison Transmission Holdings Inc. logo
ALSN Allison Transmission Holdings Inc.
+1.64%
+$3,566.43
Energy Transfer L.P. logo
ET Energy Transfer L.P.
+1.63%
+$24,595.2
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+1.58%
+$4,557.15
Fulton Financial Corporation logo
FULT Fulton Financial Corporation
+1.56%
+$34,497.36
Genuine Parts Company logo
GPC Genuine Parts Company
+1.46%
+$3,901.95
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
+1.42%
+$11,300
ConocoPhillips logo
COP ConocoPhillips
+1.39%
+$17,494.5
Moody's Corporation logo
MCO Moody's Corporation
+1.37%
+$12,080
Texas Instruments Inc logo
TXN Texas Instruments Inc
+1.35%
+$52,260
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.35%
+$4,912.74
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.3%
+$57,018
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.29%
+$5,780
T. Rowe Price Group, Inc. logo
TROW T. Rowe Price Group, Inc.
+1.26%
+$10,480.5
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
+1.21%
+$14,725
Public Service Enterprise Group Incorporated logo
PEG Public Service Enterprise Group Incorporated
+1.16%
+$7,280
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.11%
+$5,155.92
United Natural Foods Inc. logo
UNFI United Natural Foods Inc.
+1.08%
+$6,861.24
PPL Corporation logo
PPL PPL Corporation
+1.07%
+$7,934.4
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$39,780
Visa Inc. Class A logo
V Visa Inc. Class A
+1.03%
+$18,067.5
PPG Industries Inc. logo
PPG PPG Industries Inc.
+0.95%
+$2,240
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.85%
+$3,012
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.82%
+$3,678.75
Sempra logo
SRE Sempra
+0.82%
+$13,950
The Southern Company logo
SO The Southern Company
+0.8%
+$1,862.5
Chevron Corporation logo
CVX Chevron Corporation
+0.74%
+$27,893.2
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.72%
+$3,884.4
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+0.72%
+$24,884.4
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.7%
+$8,356.33
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.69%
+$22,445.07
Alliant Energy Corporation logo
LNT Alliant Energy Corporation
+0.68%
+$15,464.4
Cummins Inc. logo
CMI Cummins Inc.
+0.59%
+$27,170.54
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.58%
+$22,725
Alphabet Inc logo
GOOGL Alphabet Inc
+0.56%
+$12,200.06
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.55%
+$6,534
Toast Inc. logo
TOST Toast Inc.
+0.55%
+$2,274.34
Walmart Inc. logo
WMT Walmart Inc.
+0.45%
+$8,992.5
The Hershey Company logo
HSY The Hershey Company
+0.42%
+$1,279.08
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.4%
+$8,392.5
TopBuild Corp logo
BLD TopBuild Corp
+0.36%
+$3,301.62
WEC Energy Group Inc. logo
WEC WEC Energy Group Inc.
+0.33%
+$4,331.22
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.29%
+$8,384.13
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.28%
+$4,592
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.21%
+$756.01
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.14%
+$11,716.75
The Sherwin-Williams Company logo
SHW The Sherwin-Williams Company
+0.13%
+$637.98
Chubb Limited logo
CB Chubb Limited
+0.1%
+$245.48
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$10,043.2
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.1%
+$978.4
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+0.07%
+$240
Oracle Corporation logo
ORCL Oracle Corporation
+0.05%
+$899.9
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,334.28
Murphy USA Inc. logo
MUSA Murphy USA Inc.
+0.01%
+$101.85
McDonald's Corporation logo
MCD McDonald's Corporation
+0.01%
+$74.04
EIDP, Inc. logo
CTA-PA EIDP, Inc.
0%
$0
Linkbancorp Inc. logo
LNKB Linkbancorp Inc.
0%
$0
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-3.47%
-$11,274.06
Core & Main Inc. logo
CNM Core & Main Inc.
-3.47%
-$63,034.29
Ferrari N.V. logo
RACE Ferrari N.V.
-3%
-$20,071.44
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$232,026.08
Abbott Laboratories logo
ABT Abbott Laboratories
-1.68%
-$5,738
Medpace Holdings Inc. logo
MEDP Medpace Holdings Inc.
-1.63%
-$11,301.26
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$15,021
The Clorox Company logo
CLX The Clorox Company
-1.49%
-$2,920
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-1.43%
-$18,076.68
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.41%
-$37,624.24
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,180.21
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.23%
-$47,386.64
Copart Inc. logo
CPRT Copart Inc.
-1%
-$4,041.47
Esco Technologies Inc. logo
ESE Esco Technologies Inc.
-0.7%
-$7,244.6
Heartland Express Inc. logo
HTLD Heartland Express Inc.
-0.68%
-$3,734.5
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$24,230.16
RTX Corporation logo
RTX RTX Corporation
-0.33%
-$9,320.19
The Walt Disney Company logo
DIS The Walt Disney Company
-0.3%
-$3,050
Preformed Line Products Co. logo
PLPC Preformed Line Products Co.
-0.28%
-$1,953
Garmin Ltd. logo
GRMN Garmin Ltd.
-0.2%
-$3,336.32
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-0.1%
-$550
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$244.98
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.07%
-$224
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Dividends

Dividend Analysis

Yearly
$
Trades
301
Longs Won
166/301 55%
Profit Factor
5.8
Profitability
Shorts Won
0/0 0%
Standard Deviation
$694,673.33
Average Win
$344,333.05
Best Trade
(Jun 11) $7.39M
Sharpe Ratio
-9.71
Average Loss
-$72,940.62
Worst Trade
(Sep 29) -$1.45M
Z-Score
0.07 (5.55%)
Commissions
$0
Avg. Trade Length
2y 1m 1d
Expectancy
$157,183.73
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 1,965 1,768 1,572 1,375 1,179 982 786 589 393 196
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No 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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Account USV