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:
72.63%
Gain +0.18%
Monthly
0.81%
Yearly
10.12%
Drawdown
19.39%
$249.89M
Equity
Holdings
$249.89M
Investment
$198.43M
$68.08M
Profit +$329,315.92
Realized
$16.62M
Unrealized
$51.46M
Dividends
$15.65M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$329,315.92
Win %
75%
This Week
Compared To Last Week
Gain
1.29%
Profit
$3.18M
Win %
75%
This Month
Compared to last month
Gain
-0.34%
Profit
-$844,628.09
Win %
75%
This Year
Compared to last year
Gain
-0.09%
Profit
-$218,784.22
Win %
73%
SHOP Shopify Inc.
+7.82%
+$13,550.46 
TWLO Twilio Inc.
+4.77%
+$100,265.13 
ORCL Oracle Corporation
+3.17%
+$10,531.56 
LUV Southwest Airlines Co.
+2.83%
+$3,187.18 
FCX Freeport-McMoRan Inc.
+2.46%
+$45,697.37 
APLD Applied Digital Corporation
+2.45%
+$6,617.79 
GOOGL Alphabet Inc
+1.91%
+$57,446.94 
PRME Prime Medicine Inc.
+1.88%
+$1,146.3 
RIOT Riot Platforms, Inc.
+1.86%
+$2,988 
MRVL Marvell Technology, Inc.
+1.6%
+$32,593.96 
EMR Emerson Electric Co.
+1.6%
+$37,181.43 
HOOD Robinhood Markets, Inc.
+1.56%
+$6,408.32 
PFGC Performance Food Group Co.
+1.56%
+$4,525.92 
MDB MongoDB Inc.
+1.45%
+$22,389.48 
MU Micron Technology, Inc.
+1.38%
+$35,397.5 
UBER Uber Technologies, Inc.
+1.1%
+$20,303.4 
XBI SPDR S&P Biotech ETF
+1.08%
+$15,784.86 
EW Edwards Lifesciences Corporation
+1.02%
+$14,797.8 
CP Canadian Pacific Kansas City Limited
+0.94%
+$17,633.28 
BKNG Booking Holdings Inc.
+0.93%
+$13,155.39 
META Meta Platforms Inc Class A
+0.86%
+$15,600.13 
SYK Stryker Corporation
+0.85%
+$9,797.65 
KO The Coca-Cola Company
+0.8%
+$11,970 
AAPL Apple Inc.
+0.73%
+$16,800.87 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$16,197.27 
IWM iShares Russell 2000 ETF
+0.67%
+$13,796 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.66%
+$7,545.23 
VRT Vertiv Holdings Co
+0.61%
+$10,273.68 
VBK Vanguard Small-Cap Growth ETF
+0.59%
+$15,994.29 
CSX CSX Corporation
+0.54%
+$12,506.75 
URA Global X Uranium ETF
+0.51%
+$2,455.86 
ANET Arista Networks, Inc.
+0.49%
+$10,846.39 
IGM iShares Expanded Tech Sector ETF
+0.47%
+$13,200.63 
IJH iShares Core S&P Mid-Cap ETF
+0.46%
+$3,665.88 
JLL Jones Lang LaSalle Inc.
+0.45%
+$5,048.12 
IWF iShares Russell 1000 Growth ETF
+0.43%
+$933.12 
PLTR Palantir Technologies Inc.
+0.42%
+$1,247.75 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$3,519.18 
MELI MercadoLibre, Inc.
+0.39%
+$7,977.86 
VST Vistra Corp
+0.36%
+$4,328.37 
DE Deere & Company
+0.32%
+$6,181.43 
IEFA iShares Core MSCI EAFE ETF
+0.3%
+$4,912.53 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$24,848.36 
CEG Constellation Energy Corporation
+0.22%
+$3,019.82 
AXP American Express Company
+0.2%
+$2,327.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.18%
+$567.58 
IWB iShares Russell 1000 ETF
+0.18%
+$11,347.41 
SCHX Schwab U.S. Large-Cap ETF
+0.16%
+$7,402.35 
KR Kroger Co.
+0.15%
+$1,443.15 
FITB Fifth Third Bancorp
+0.13%
+$1,463.28 
TLT iShares 20+ Year Treasury Bond ETF
+0.13%
+$5,281.5 
NU Nu Holdings Ltd.
+0.11%
+$1,747.28 
AMZN Amazon.com Inc
+0.1%
+$2,946.06 
ASML ASML Holding N.V. New York Registry Shares
+0.1%
+$1,829.27 
AMD Advanced Micro Devices, Inc.
+0.1%
+$4,362.58 
MDT Medtronic plc
+0.09%
+$1,359.44 
TSLA Tesla, Inc.
+0.09%
+$1,668.53 
IEI iShares 3-7 Year Treasury Bond ETF
+0.07%
+$2,858.4 
PH Parker-Hannifin Corporation
+0.06%
+$1,157.01 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.05%
+$5,544.76 
IBTL iShares iBonds Dec 2031 Term Fund
+0.05%
+$5,368.05 
CBRE CBRE Group Inc.
+0.05%
+$671.76 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.05%
+$2,141.07 
IBTI iShares iBonds Dec 2028 Term ETF
+0.05%
+$4,909.78 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$4,517.3 
NVDA NVIDIA Corporation
+0.02%
+$825.22 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.02%
+$2,506.05 
PB Prosperity Bancshares Inc.
+0.01%
+$63.19 
DLR Digital Realty Trust, Inc.
+0.01%
+$23.18 
IBTH iShares iBonds Dec 2027 Term
+0.01%
+$1,217.19 
HONIV Honeywell International Inc.
0%
$0 H591
H5919C104
0%
$0 
VLO Valero Energy Corporation
-3.02%
-$12,759.11 
FANG Diamondback Energy Inc
-2.22%
-$9,798.6 
COP ConocoPhillips
-2.08%
-$31,884.8 
LLY Eli Lilly and Company
-1.99%
-$31,588.82 
FTNT Fortinet Inc.
-1.93%
-$40,830.4 
LPLA LPL Financial Holdings Inc.
-1.77%
-$20,169.35 
PANW Palo Alto Networks, Inc.
-1.68%
-$8,807.05 
ARGX argenx SE American Depositary Receipt
-1.6%
-$3,584.36 
EOG EOG Resources, Inc.
-1.54%
-$7,756.44 
JNJ Johnson & Johnson
-1.31%
-$4,219.68 
KLAC KLA Corporation
-1.31%
-$7,635.87 
LMT Lockheed Martin Corporation
-1.29%
-$6,159.65 
CRS Carpenter Technology Corporation
-1.24%
-$11,289.66 
APP AppLovin Corporation Class A Common Stock
-1.2%
-$18,182.55 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.19%
-$8,589.18 
OIH VanEck Oil Services ETF
-1.09%
-$14,753.13 
JPM JPMorgan Chase & Co.
-1.04%
-$17,228.04 
GD General Dynamics Corporation
-1.02%
-$18,241.13 
NFLX Netflix, Inc.
-0.99%
-$798.62 
CAT Caterpillar Inc.
-0.98%
-$2,378.04 
HONA Honeywell Aerospace Inc.
-0.95%
-$6,649.6 
WELL Welltower Inc.
-0.93%
-$4,808.7 
MSFT Microsoft Corp.
-0.7%
-$18,958.15 
EQT EQT Corporation
-0.7%
-$11,756.5 
NOW ServiceNow, Inc.
-0.68%
-$1,924.15 
WFC Wells Fargo & Company
-0.67%
-$17,352.44 
QCOM QUALCOMM Incorporated
-0.62%
-$1,275.34 
AMAT Applied Materials, Inc.
-0.58%
-$7,203.81 
TMUS T-Mobile US, Inc.
-0.56%
-$7,979.16 
NBIX Neurocrine Biosciences Inc.
-0.56%
-$4,889.66 
C Citigroup Inc.
-0.53%
-$7,817.79 
GS The Goldman Sachs Group, Inc.
-0.52%
-$6,035.77 
RDDT Reddit Inc Class A
-0.45%
-$1,006.56 
SRE Sempra
-0.45%
-$4,382.56 
CRDO Credo Technology Group Holding Ltd.
-0.44%
-$1,729.38 
XOM Exxon Mobil Corporation
-0.41%
-$2,691 
HALO Halozyme Therapeutics Inc.
-0.36%
-$8,422.8 
NLR VanEck Uranium and Nuclear ETF
-0.34%
-$3,925.4 
NEE NextEra Energy, Inc.
-0.33%
-$3,361.8 
AVGO Broadcom Inc.
-0.32%
-$4,449.06 
LRCX Lam Research Corporation
-0.27%
-$7,294.72 
CCJ Cameco Corporation
-0.26%
-$4,890.24 
V Visa Inc. Class A
-0.26%
-$4,378.6 
D Dominion Energy, Inc.
-0.17%
-$1,939.96 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.08%
-$695.97 
RDVY First Trust Rising Dividend Achievers ETF
-0.07%
-$2,777.52 
LIN Linde plc
-0.07%
-$741.2 
O Realty Income Corporation
-0.07%
-$190.12 
APH Amphenol Corporation
-0.05%
-$1,360.64 
FTCS First Trust Capital Strength ETF
-0.05%
-$2,559.74 
IWD iShares Russell 1000 Value ETF
-0.04%
-$75.87 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.03%
-$92.42 
AA Alcoa Corporation
-0.02%
-$141.86 Events
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Dividends
Dividend Analysis
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| Trades 1721 | Longs Won 1084/1721 62% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,215.26 |
| Average Win $86,893.31 | Best Trade (Sep 03) $3.95M | Sharpe Ratio -94.33 |
| Average Loss -$40,987.7 | Worst Trade (Dec 30) -$674,138.4 | Z-Score 7.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $39,560.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 14,186 | $888,936.84 | $633,121.18 | - | -$255,815.66 | -28.78% | -0.022% |
| AAPL Apple Inc. | 6,802 | $1.25M | $2.32M | - | $1.08M | 86.31% | +0.729% |
| AMAT Applied Materials, Inc. | 2,688 | $355,631.7 | $1.24M | - | $885,041.58 | 248.86% | -0.577% |
| AMD Advanced Micro Devices, Inc. | 7,152 | $1.04M | $4.41M | - | $3.36M | 321.73% | +0.099% |
| AMZN Amazon.com Inc | 11,331 | $1.97M | $2.93M | - | $961,333.32 | 48.8% | +0.101% |
| ANET Arista Networks, Inc. | 10,739 | $1.18M | $2.22M | - | $1.04M | 87.92% | +0.492% |
| APH Amphenol Corporation | 34,016 | $1.5M | $2.74M | - | $1.24M | 83.03% | -0.05% |
| APLD Applied Digital Corporation | 9,591 | $222,564.5 | $276,988.08 | - | $54,423.58 | 24.45% | +2.448% |
| APP AppLovin Corporation Class A Common Stock | 4,609 | $885,432.08 | $1.5M | - | $618,138.94 | 69.81% | -1.195% |
| ARGX argenx SE American Depositary Receipt | 226 | $209,676.02 | $219,748.84 | - | $10,072.82 | 4.8% | -1.605% |
| ASML ASML Holding N.V. New York Registry Shares | 1,071 | $832,278.68 | $1.83M | - | $1M | 120.44% | +0.1% |
| AVGO Broadcom Inc. | 3,852 | $854,247.46 | $1.39M | - | $538,269.8 | 63.01% | -0.318% |
| AXP American Express Company | 3,785 | $1.18M | $1.19M | - | $5,461.36 | 0.46% | +0.196% |
| BKNG Booking Holdings Inc. | 8,406 | $1.38M | $1.43M | - | $47,715.31 | 3.45% | +0.929% |
| BRK-B Berkshire Hathaway Inc. | 1,764 | $665,684.05 | $889,056 | - | $223,371.95 | 33.56% | +0.397% |
| C Citigroup Inc. | 10,858 | $766,797.9 | $1.46M | - | $691,757.24 | 90.21% | -0.533% |
| CAT Caterpillar Inc. | 298 | $170,715.26 | $240,938.96 | - | $70,223.7 | 41.13% | -0.977% |
| CBRE CBRE Group Inc. | 9,598 | $1.08M | $1.38M | - | $291,399.57 | 26.89% | +0.049% |
| CCJ Cameco Corporation | 20,376 | $1.05M | $1.89M | - | $846,796.92 | 80.8% | -0.257% |
| CEG Constellation Energy Corporation | 5,162 | $1.23M | $1.36M | - | $128,092.03 | 10.43% | +0.223% |
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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 - $2.43M, 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 $15.65M earned over time. The largest contributors to dividend income include First Trust Enhanced Short Maturity Fund - $2.48M, First Trust Global Tactical Commodity Strategy Fund - $1.1M, First Trust Institutional Preferred Securities and Income ETF - $771,560.56, iShares 20+ Year Treasury Bond ETF - $745,064.33, and iShares iBonds Dec 2027 Term - $693,362.51. 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.
