JF
Justin Fulmer Portfolio
Invests via Shelton Wealth Management LLC | Managed by Keith Shelton, Sam Shelton
Invests via Shelton Wealth Management LLC
Managed by Keith Shelton, Sam Shelton
Automatically Tracked
Justin Fulmer Profile
With a robust entrepreneurial background, Justin Fulmer has established himself as an influential figure in the startup ecosystem. His ventures span various sectors, showcasing a keen ability to identify market opportunities and drive innovative solutions. Known for his leadership acumen, he effectively steers teams towards achieving ambitious growth targets while fostering collaborative cultures. Beyond founding multiple startups, he actively engages with other entrepreneurs and investors to cultivate strong networks that amplify business success. This dual role as both operator and mentor positions him at the forefront of investment relevance within dynamic markets.
With a robust entrepreneurial background, Justin Fulmer has established himself as an influential figure in the startup ecosystem. His ventures span various sectors, showcasing a keen ability to identify market opportunities and drive innovative solutions. Known for his leadership acumen, he effectively steers teams towards achieving ambitious growth targets while fostering collaborative cultures. Beyond founding multiple startups, he actively engages with other entrepreneurs and investors to cultivate strong networks that amplify business success. This dual role as both operator and mentor positions him at the forefront of investment relevance within dynamic markets.
Investment Philosophy & Strategy
Growth potential within emerging sectors captures attention as Justin Fulmer applies his entrepreneurial insights to foster innovative startups. His ability to identify transformative opportunities is complemented by strategic collaborations that enhance market impact. Leveraging a rich network of industry connections, he cultivates partnerships that are key for scaling ventures effectively. By encouraging a culture of agility and adaptability within teams, operational excellence becomes a priority in pursuit of ambitious growth objectives. As an operator who prioritizes mentorship, he not only builds companies but also elevates fellow entrepreneurs, reinforcing the interconnected nature of success in the startup landscape.
Growth potential within emerging sectors captures attention as Justin Fulmer applies his entrepreneurial insights to foster innovative startups. His ability to identify transformative opportunities is complemented by strategic collaborations that enhance market impact. Leveraging a rich network of industry connections, he cultivates partnerships that are key for scaling ventures effectively. By encouraging a culture of agility and adaptability within teams, operational excellence becomes a priority in pursuit of ambitious growth objectives. As an operator who prioritizes mentorship, he not only builds companies but also elevates fellow entrepreneurs, reinforcing the interconnected nature of success in the startup landscape.
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:
40.25%
Gain +0.46%
Monthly
0.48%
Yearly
5.87%
Drawdown
14.83%
$251.67M
Equity
Holdings
$251.67M
Investment
$194.08M
$65.54M
Profit +$1.29M
Realized
$7.95M
Unrealized
$57.59M
Dividends
$14.44M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.29M
Win %
75%
This Week
Compared To Last Week
Gain
0.18%
Profit
$457,163.53
Win %
75%
This Month
Compared to last month
Gain
0.58%
Profit
$1.46M
Win %
75%
This Year
Compared to last year
Gain
-1.08%
Profit
$421,277.84
Win %
74%
KLAC KLA Corporation
+5.55%
+$62,599.68 
AMD Advanced Micro Devices, Inc.
+4.73%
+$259,637.6 
ANET Arista Networks, Inc.
+4.38%
+$83,227.5 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$104,286 
LPLA LPL Financial Holdings Inc.
+3.58%
+$37,527.84 
JEF Jefferies Financial Group Inc.
+3.32%
+$13,458.06 
FCX Freeport-McMoRan Inc.
+3.1%
+$52,182.61 
APLD Applied Digital Corporation
+2.97%
+$12,539.85 
CEG Constellation Energy Corporation
+2.86%
+$34,277.1 
CRVS Corvus Pharmaceuticals Inc.
+2.85%
+$4,048.44 
ZS Zscaler Inc.
+2.7%
+$8,848.95 
AMAT Applied Materials, Inc.
+2.64%
+$49,469.46 
GS The Goldman Sachs Group, Inc.
+2.61%
+$34,977.95 
FITB Fifth Third Bancorp
+2.47%
+$19,417.2 
JPM JPMorgan Chase & Co.
+2.3%
+$35,327.51 
AXP American Express Company
+2.18%
+$18,744.18 
SYK Stryker Corporation
+2.11%
+$22,067.33 
CCJ Cameco Corporation
+2.01%
+$42,828.78 
TSLA Tesla, Inc.
+1.82%
+$36,400 
D Dominion Energy, Inc.
+1.81%
+$18,550.97 
RIOT Riot Platforms, Inc.
+1.8%
+$5,406.88 
TMUS T-Mobile US, Inc.
+1.78%
+$24,023.97 
WELL Welltower Inc.
+1.68%
+$7,797.77 
WFC Wells Fargo & Company
+1.64%
+$40,250.25 
VRT Vertiv Holdings Co
+1.63%
+$46,327.2 
LIN Linde plc
+1.58%
+$17,056.74 
PB Prosperity Bancshares Inc.
+1.57%
+$7,077.28 
BAC Bank of America Corporation
+1.5%
+$5,294.57 
URA Global X Uranium ETF
+1.5%
+$8,000.47 
CAT Caterpillar Inc.
+1.48%
+$4,022.64 
COP ConocoPhillips
+1.39%
+$15,546.03 
O Realty Income Corporation
+1.32%
+$4,083.15 
NEE NextEra Energy, Inc.
+1.3%
+$11,111.1 
C Citigroup Inc.
+1.27%
+$22,321.16 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.22%
+$8,466 
VLO Valero Energy Corporation
+1.2%
+$3,281.07 
LRCX Lam Research Corporation
+1.19%
+$53,033.96 
VST Vistra Corp
+1.13%
+$10,310.26 
CBRE CBRE Group Inc.
+1.12%
+$14,489.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$41,524.24 
JNJ Johnson & Johnson
+1.07%
+$3,070.2 
V Visa Inc. Class A
+1.05%
+$15,470.94 
IJR iShares Core S&P Small-Cap ETF
+1%
+$24,094.73 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$97,675.2 
KR Kroger Co.
+0.91%
+$6,375.94 
IWM iShares Russell 2000 ETF
+0.9%
+$19,018.58 
NLR VanEck Uranium and Nuclear ETF
+0.87%
+$10,178.64 
CP Canadian Pacific Kansas City Limited
+0.87%
+$13,257.92 
FTNT Fortinet Inc.
+0.85%
+$12,964.2 
BKNG Booking Holdings Inc.
+0.82%
+$10,597.5 
SRE Sempra
+0.82%
+$5,984.25 
XBI SPDR S&P Biotech ETF
+0.75%
+$9,609.9 
NU Nu Holdings Ltd.
+0.74%
+$9,783.54 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,984.01 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$20,824.16 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,902.72 
EMR Emerson Electric Co.
+0.66%
+$13,781.4 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,283.02 
IVV iShares Core S&P 500 ETF
+0.58%
+$1,535.1 
JLL Jones Lang LaSalle Inc.
+0.58%
+$6,551.48 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.57%
+$26,460.54 
HON Honeywell International Inc.
+0.55%
+$6,951.45 
IWB iShares Russell 1000 ETF
+0.55%
+$33,697.38 
OIH VanEck Oil Services ETF
+0.54%
+$8,399.52 
GOOGL Alphabet Inc
+0.53%
+$18,981.58 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$21,894.74 
NET Cloudflare Inc.
+0.46%
+$6,172.95 
CSX CSX Corporation
+0.43%
+$10,364.8 
FTCS First Trust Capital Strength ETF
+0.41%
+$21,472.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,280.4 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$10,565.93 
GD General Dynamics Corporation
+0.35%
+$5,733.03 
FANG Diamondback Energy Inc
+0.29%
+$1,531.2 
XOM Exxon Mobil Corporation
+0.28%
+$1,945.45 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$3,520.22 
NVDA NVIDIA Corporation
+0.14%
+$4,558.97 
MSFT Microsoft Corp.
+0.1%
+$2,114.8 
KO The Coca-Cola Company
+0.1%
+$1,273.76 
PH Parker-Hannifin Corporation
+0.09%
+$1,704.82 
EOG EOG Resources, Inc.
+0.08%
+$463.1 
ORCL Oracle Corporation
+0.05%
+$200.68 
PANW Palo Alto Networks, Inc.
+0.03%
+$186 
IBTI iShares iBonds Dec 2028 Term ETF
+0.02%
+$2,292.16 
CTA-PA EIDP, Inc.
0%
$0 
EQT
0%
$0 
TEM Tempus AI, Inc.
-3.57%
-$11,165.16 
MDB MongoDB Inc.
-3.42%
-$27,171.2 
LLY Eli Lilly and Company
-2.41%
-$32,505.85 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$45,235.87 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$4,488.74 
HALO Halozyme Therapeutics Inc.
-1.74%
-$22,179.36 
ABT Abbott Laboratories
-1.68%
-$2,946.01 
ONON On Holding AG
-1.59%
-$20,745.62 
LMT Lockheed Martin Corporation
-1.53%
-$7,485.37 
AAPL Apple Inc.
-1.52%
-$31,887 
MU Micron Technology, Inc.
-1.42%
-$63,960.17 
PRME Prime Medicine Inc.
-1.42%
-$802.64 
JKK iShares Morningstar Small-Cap Growth ETF
-1.36%
-$15,879.36 
MELI MercadoLibre, Inc.
-1.27%
-$20,400 
AMZN Amazon.com Inc
-1.23%
-$38,403.04 
TWLO Twilio Inc.
-1.17%
-$27,493.28 
NFLX Netflix, Inc.
-1.14%
-$1,021.14 
UBER Uber Technologies, Inc.
-1.12%
-$16,762.98 
TMDX TransMedics Group Inc.
-0.92%
-$8,940.64 
AVGO Broadcom Inc.
-0.91%
-$12,810 
NOW ServiceNow, Inc.
-0.87%
-$2,467.8 
EW Edwards Lifesciences Corporation
-0.77%
-$8,878.32 
BSX Boston Scientific Corporation
-0.59%
-$1,160.32 
ETN Eaton Corporation plc
-0.55%
-$9,269.4 
MRVL Marvell Technology, Inc.
-0.36%
-$15,268.17 
AA Alcoa Corporation
-0.3%
-$2,209.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$10,942.58 
META Meta Platforms Inc Class A
-0.26%
-$3,021.8 
MDT Medtronic plc
-0.21%
-$2,065.84 
IBTL iShares iBonds Dec 2031 Term Fund
-0.12%
-$12,395.6 
CRS Carpenter Technology Corporation
-0.12%
-$1,636.68 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$4,885.72 
LOW Lowe's Companies Inc.
-0.12%
-$359.32 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.1%
-$1,003.08 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$10,302.02 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$7,003.45 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.06%
-$200.32 
IBTH iShares iBonds Dec 2027 Term
-0.04%
-$4,563.9 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$2,163.83 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1599 | Longs Won 968/1599 60% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $211,306.79 |
| Average Win $88,687.37 | Best Trade (Jun 12) $4.26M | Sharpe Ratio -10.9 |
| Average Loss -$32,193.04 | Worst Trade (Dec 31) -$614,993.12 | Z-Score 2.64 (99.18%) |
| Commissions $0 | Avg. Trade Length 1y 6m 6d | Expectancy $40,985.35 |
| 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 | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
