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:
63.63%
Gain +0.33%
Monthly
0.82%
Yearly
10.25%
Drawdown
19.39%
$248.01M
Equity
Holdings
$248.01M
Investment
$198.43M
$66.2M
Profit +$367,316.47
Realized
$16.62M
Unrealized
$49.58M
Dividends
$15.27M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$367,316.47
Win %
79%
This Week
Compared To Last Week
Gain
1.65%
Profit
$4.03M
Win %
79%
This Month
Compared to last month
Gain
1.65%
Profit
$4.03M
Win %
79%
This Year
Compared to last year
Gain
-0.85%
Profit
-$2.1M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$408,822.37 
GOOGL Alphabet Inc
+6.73%
+$190,388.31 
VRT Vertiv Holdings Co
+6.18%
+$95,099.2 
ANET Arista Networks, Inc.
+5.46%
+$100,194.93 
FTNT Fortinet Inc.
+4.99%
+$93,016 
LPLA LPL Financial Holdings Inc.
+4.28%
+$49,925.08 
MDB MongoDB Inc.
+3.56%
+$43,871.24 
TWLO Twilio Inc.
+3.36%
+$50,626.26 
META Meta Platforms Inc Class A
+3.28%
+$43,298.3 
CRS Carpenter Technology Corporation
+3.17%
+$36,158.6 
MSFT Microsoft Corp.
+3.02%
+$73,044.01 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$12,464.21 
NVDA NVIDIA Corporation
+2.93%
+$85,672.95 
OIH VanEck Oil Services ETF
+2.39%
+$30,738.57 
MRVL Marvell Technology, Inc.
+2.32%
+$33,619.92 
EOG EOG Resources, Inc.
+2.19%
+$11,314.48 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,659.2 
ORCL Oracle Corporation
+1.81%
+$5,165.16 
FANG Diamondback Energy Inc
+1.59%
+$7,418.94 
LMT Lockheed Martin Corporation
+1.5%
+$7,715.22 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$9,922.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,191.36 
PH Parker-Hannifin Corporation
+1.43%
+$29,994.53 
KLAC KLA Corporation
+1.38%
+$7,905.78 
COP ConocoPhillips
+1.22%
+$17,446.41 
WFC Wells Fargo & Company
+1.19%
+$30,516.36 
HONA Honeywell Aerospace Inc.
+1.18%
+$10,057.52 
AMAT Applied Materials, Inc.
+1.18%
+$15,859.25 
EQT EQT Corporation
+1.1%
+$19,482.2 
NOW ServiceNow, Inc.
+1.05%
+$2,400.04 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$40,248.92 
CP Canadian Pacific Kansas City Limited
+0.83%
+$15,697.92 
EMR Emerson Electric Co.
+0.79%
+$18,055.33 
TSLA Tesla, Inc.
+0.76%
+$12,304.94 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,537.92 
CAT Caterpillar Inc.
+0.7%
+$1,689.66 
PLTR Palantir Technologies Inc.
+0.65%
+$1,288 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$28,128.93 
AA Alcoa Corporation
+0.65%
+$4,113.94 
IWB iShares Russell 1000 ETF
+0.64%
+$38,522.13 
APH Amphenol Corporation
+0.55%
+$7,483.43 
IWD iShares Russell 1000 Value ETF
+0.44%
+$935.73 
CSX CSX Corporation
+0.42%
+$10,505.67 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$10,230.45 
VLO Valero Energy Corporation
+0.38%
+$1,278.06 
AVGO Broadcom Inc.
+0.37%
+$5,546.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,281.04 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$13,424.49 
GD General Dynamics Corporation
+0.32%
+$6,147.58 
JPM JPMorgan Chase & Co.
+0.27%
+$4,436.8 
JNJ Johnson & Johnson
+0.21%
+$631.76 
C Citigroup Inc.
+0.1%
+$1,411.43 
PB Prosperity Bancshares Inc.
+0.07%
+$315.95 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$92.43 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
H5919C104
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$52,243.25 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$114,294.4 
RIOT Riot Platforms, Inc.
-8.82%
-$12,948 
AAPL Apple Inc.
-7.35%
-$166,785.04 
SYK Stryker Corporation
-6.42%
-$93,939.7 
LIN Linde plc
-5.95%
-$65,966.82 
MU Micron Technology, Inc.
-5.9%
-$127,267.8 
SHOP Shopify Inc.
-4.29%
-$6,599.25 
PRME Prime Medicine Inc.
-3.31%
-$1,910.5 
XBI SPDR S&P Biotech ETF
-2.94%
-$40,957.94 
QCOM QUALCOMM Incorporated
-2.63%
-$4,205.47 
DLR Digital Realty Trust, Inc.
-2.42%
-$5,412.53 
ARGX argenx SE American Depositary Receipt
-2.15%
-$4,239.76 
CCJ Cameco Corporation
-2.1%
-$37,695.6 
APLD Applied Digital Corporation
-2.07%
-$5,562.78 
NFLX Netflix, Inc.
-2%
-$1,597.24 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$36,733.78 
AMD Advanced Micro Devices, Inc.
-1.9%
-$66,084.62 
JLL Jones Lang LaSalle Inc.
-1.85%
-$21,929.82 
CBRE CBRE Group Inc.
-1.77%
-$25,434.8 
URA Global X Uranium ETF
-1.64%
-$7,255.95 
LRCX Lam Research Corporation
-1.58%
-$41,811.3 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$15,804.9 
LUV Southwest Airlines Co.
-1.38%
-$1,701.63 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$24,033.18 
FCX Freeport-McMoRan Inc.
-1.28%
-$20,853.45 
SRE Sempra
-1.15%
-$12,367.21 
NEE NextEra Energy, Inc.
-1.15%
-$13,059.3 
DE Deere & Company
-1.13%
-$19,019.57 
NU Nu Holdings Ltd.
-1.1%
-$18,637.6 
KO The Coca-Cola Company
-1.02%
-$15,390 
EW Edwards Lifesciences Corporation
-0.98%
-$13,975.7 
XOM Exxon Mobil Corporation
-0.97%
-$6,334.2 
HALO Halozyme Therapeutics Inc.
-0.91%
-$16,003.32 
O Realty Income Corporation
-0.87%
-$2,661.68 
D Dominion Energy, Inc.
-0.8%
-$9,876.16 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$27,665 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$10,316.25 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,853.75 
LLY Eli Lilly and Company
-0.53%
-$8,342.93 
FTCS First Trust Capital Strength ETF
-0.51%
-$29,010.33 
WELL Welltower Inc.
-0.51%
-$2,637.04 
IWM iShares Russell 2000 ETF
-0.47%
-$10,039.9 
MELI MercadoLibre, Inc.
-0.41%
-$8,674.73 
AXP American Express Company
-0.38%
-$4,806.91 
MDT Medtronic plc
-0.37%
-$5,437.76 
TMUS T-Mobile US, Inc.
-0.36%
-$5,463.9 
PFGC Performance Food Group Co.
-0.31%
-$1,131.48 
CEG Constellation Energy Corporation
-0.31%
-$4,181.22 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$39,280.86 
VST Vistra Corp
-0.29%
-$3,649.41 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$26,562.04 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$7,248.76 
KR Kroger Co.
-0.21%
-$1,924.2 
IBTL iShares iBonds Dec 2031 Term Fund
-0.19%
-$20,291.23 
BKNG Booking Holdings Inc.
-0.18%
-$2,858.21 
FITB Fifth Third Bancorp
-0.16%
-$1,881.36 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$1,840.3 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.15%
-$16,634.28 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$5,716.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$862.56 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$10,024.22 
HOOD Robinhood Markets, Inc.
-0.05%
-$133.16 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$4,910.27 
V Visa Inc. Class A
-0.04%
-$645.21 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$660.95 
UBER Uber Technologies, Inc.
-0.01%
-$260.3 Events
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Dividends
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| Trades 1721 | Longs Won 1101/1721 63% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,475.4 |
| Average Win $83,146.06 | Best Trade (Dec 31) $2.44M | Sharpe Ratio -94.32 |
| Average Loss -$40,879.02 | Worst Trade (Dec 30) -$674,138.4 | Z-Score 8.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $38,465.37 |
| 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 | 6,061 | 5,455 | 4,848 | 4,242 | 3,636 | 3,030 | 2,424 | 1,818 | 1,212 | 606 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Justin Fulmer?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $3.63M, AppLovin Corporation Class A Common Stock - $3.13M, First Trust Enhanced Short Maturity Fund - $2.39M, Lam Research Corporation - $2.17M, and Advanced Micro Devices, Inc - $2.11M. 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: RH - $685,429.08, Aspen Aerogels Inc - $674,138.4, Honeywell International Inc - $624,682.57, Affirm Holdings, Inc - $505,681.75, and Chipotle Mexican Grill, Inc - $432,632.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Fulmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.27M earned over time. The largest contributors to dividend income include First Trust Enhanced Short Maturity Fund - $2.43M, First Trust Global Tactical Commodity Strategy Fund - $1.1M, First Trust Institutional Preferred Securities and Income ETF - $767,046.03, iShares 20+ Year Treasury Bond ETF - $745,064.33, and iShares iBonds Dec 2027 Term - $659,768.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Fulmer's monthly returns?
Justin Fulmer'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 Justin Fulmer's strategy be considered aggressive or moderate?
Justin Fulmer'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 Justin Fulmer's strategy?
Justin Fulmer'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.
