James D. King Portfolio
Invests via Lindenwold Advisors Inc. | Managed by James D. King, Terry Morris
Invests via Lindenwold Advisors Inc.
Managed by James D. King, Terry Morris
Automatically Tracked
James D. King Profile
A seasoned operating executive, James D. King has a robust background in leading transformative initiatives across diverse sectors. With over two decades of experience at the helm of both established firms and innovative startups, he excels in driving operational excellence and strategic growth. His proficiency encompasses market expansion and corporate development, positioning organizations to navigate competitive landscapes effectively. King's insights have been invaluable in fostering partnerships that enhance value propositions for stakeholders while addressing evolving market needs. A graduate of a top-tier university with advanced studies in business management, he is recognized for his adept leadership within dynamic environments.
A seasoned operating executive, James D. King has a robust background in leading transformative initiatives across diverse sectors. With over two decades of experience at the helm of both established firms and innovative startups, he excels in driving operational excellence and strategic growth. His proficiency encompasses market expansion and corporate development, positioning organizations to navigate competitive landscapes effectively. King's insights have been invaluable in fostering partnerships that enhance value propositions for stakeholders while addressing evolving market needs. A graduate of a top-tier university with advanced studies in business management, he is recognized for his adept leadership within dynamic environments.
Investment Philosophy & Strategy
Through a unique blend of entrepreneurial vigor and operational acumen, James D. King identifies untapped market potentials that drive sustained business evolution. His diverse leadership journey equips him to navigate complex investment landscapes, applying innovative strategies to maximize value creation. Focused on scalability and strategic alignment, he actively fosters collaborations that strengthen competitive positioning while addressing shifting consumer demands. Emphasizing growth-driven initiatives, the approach is characterized by adaptability in execution and an unwavering commitment to excellence in performance.
Through a unique blend of entrepreneurial vigor and operational acumen, James D. King identifies untapped market potentials that drive sustained business evolution. His diverse leadership journey equips him to navigate complex investment landscapes, applying innovative strategies to maximize value creation. Focused on scalability and strategic alignment, he actively fosters collaborations that strengthen competitive positioning while addressing shifting consumer demands. Emphasizing growth-driven initiatives, the approach is characterized by adaptability in execution and an unwavering commitment to excellence in performance.
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:
49.01%
Gain +0.92%
Monthly
0.51%
Yearly
6.34%
Drawdown
15.17%
$230.91M
Equity
Holdings
$230.91M
Investment
$177.62M
$49.34M
Profit +$1.69M
Realized
-$3.95M
Unrealized
$53.29M
Dividends
$15.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.92%
Profit
$1.69M
Win %
58%
This Week
Compared To Last Week
Gain
0.74%
Profit
$1.69M
Win %
58%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.34M
Win %
58%
This Year
Compared to last year
Gain
9.49%
Profit
$20M
Win %
58%
META Meta Platforms Inc Class A
+7.02%
+$232,671.72 
ACN Accenture plc Class A
+3.61%
+$32,837.39 
FSV FirstService Corporation
+2.15%
+$3,475 
CDNS Cadence Design Systems, Inc.
+1.89%
+$32,982.81 
STVN Stevanato Group S.p.A.
+1.82%
+$3,468.1 
KLAC KLA Corporation
+1.8%
+$62,041.6 
LRCX Lam Research Corporation
+1.78%
+$93,345.66 
GOOGL Alphabet Inc
+1.73%
+$176,181.76 
ULTA Ulta Beauty Inc.
+1.59%
+$41,199.72 
MZTI The Marzetti Company
+1.55%
+$2,011.9 
NFLX Netflix, Inc.
+1.41%
+$10,170.7 
DSGX The Descartes Systems Group Inc.
+1.33%
+$2,989.06 
CVLT Commvault Systems Inc.
+1.21%
+$8,204 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.2%
+$5,170.39 
NUKZ Range Nuclear Renaissance ETF
+1.15%
+$4,685.4 
AMZN Amazon.com Inc
+1.1%
+$52,733.6 
ROAD Construction Partners, Inc. Class A Common Stock
+1%
+$2,136.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$287,718.16 
HRB H&R Block Inc.
+0.79%
+$1,890.7 
AMR Alpha Metallurgical Resources, Inc.
+0.69%
+$1,778.7 
WSO Watsco Inc.
+0.69%
+$4,540.32 
MEDP Medpace Holdings Inc.
+0.62%
+$5,710.5 
SEIC SEI Investments Company
+0.59%
+$2,435.36 
DELL Dell Technologies Inc.
+0.57%
+$29,575.72 
JPM JPMorgan Chase & Co.
+0.55%
+$22,870.81 
NVDA NVIDIA Corporation
+0.45%
+$47,775 
ABBV AbbVie Inc.
+0.39%
+$16,104.05 
MBB iShares MBS ETF
+0.38%
+$24,804.5 
MTG MGIC Investment Corporation
+0.37%
+$1,736.46 
CRUS Cirrus Logic, Inc.
+0.36%
+$1,825.78 
SHW The Sherwin-Williams Company
+0.35%
+$4,298.99 
EWBC East West Bancorp Inc.
+0.32%
+$2,824.9 
FDS FactSet Research Systems Inc.
+0.32%
+$951.86 
FFIN First Financial Bankshares Inc.
+0.31%
+$870.85 
PWRD TCW Transform Systems ETF
+0.29%
+$1,755.58 
GNTX Gentex Corporation
+0.27%
+$713.7 
CBSH Commerce Bancshares, Inc.
+0.24%
+$1,621.56 
BLK BlackRock, Inc.
+0.24%
+$4,758.98 
CMCSA Comcast Corp
+0.24%
+$1,755.74 
PEGA Pegasystems Inc.
+0.23%
+$428.73 
RBC RBC Bearings Incorporated
+0.22%
+$724.84 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.2%
+$11,424.89 
AAPL Apple Inc.
+0.19%
+$19,854.72 
HALO Halozyme Therapeutics Inc.
+0.15%
+$1,397.57 
VSMV VictoryShares US Minimum Volatility ETF
+0.11%
+$441.09 
MSFT Microsoft Corp.
+0.1%
+$7,698.39 
MUB iShares National Muni Bond ETF
+0.1%
+$10,553.6 
RMD ResMed Inc.
+0.07%
+$1,344.4 
RPM RPM International Inc.
+0.06%
+$261.31 
BCPC Balchem Corporation
+0.05%
+$111.36 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$422.43 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$1,638.56 
PGR Progressive Corporation
+0.02%
+$616.45 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$31.95 
GIS General Mills, Inc.
+0.01%
+$166.46 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 8816
88162GAB9
0%
$0 
MUR Murphy Oil Corporation
-3.18%
-$11,778.62 
MTDR Matador Resources Company
-3.12%
-$11,164.75 
CHRD Chord Energy Corp
-2.83%
-$9,480.64 
MUSA Murphy USA Inc.
-2.62%
-$14,387.73 
UNP Union Pacific Corporation
-2.4%
-$84,533.9 
TMUS T-Mobile US, Inc.
-2.4%
-$32,139.17 
EOG EOG Resources, Inc.
-2.09%
-$32,860.62 
CVX Chevron Corporation
-1.86%
-$39,467.9 
DVN Devon Energy Corporation
-1.81%
-$23,842.72 
CWST Casella Waste Systems Inc.
-1.52%
-$4,087.8 
BLD TopBuild Corp
-1.45%
-$4,686.08 
OC Owens Corning
-1.33%
-$4,986.3 
ZTS Zoetis Inc.
-1.3%
-$15,564.48 
NBIX Neurocrine Biosciences Inc.
-1.16%
-$3,795.81 
HD The Home Depot, Inc.
-1.14%
-$19,621.88 
TXRH Texas Roadhouse Inc.
-1.12%
-$7,404.28 
AIT Applied Industrial Technologies Inc.
-1.02%
-$7,933.2 
CSL Carlisle Companies Inc.
-1.01%
-$4,239.25 
PEP PepsiCo, Inc.
-0.96%
-$16,262.6 
EXPO Exponent Inc.
-0.91%
-$1,820.32 
ESE Esco Technologies Inc.
-0.82%
-$2,652.6 
SFM Sprouts Farmers Market, Inc.
-0.69%
-$2,202.06 
EXPD Expeditors International of Washington, Inc.
-0.68%
-$21,373.97 
WTRG Essential Utilities Inc.
-0.63%
-$4,525.32 
UNH UnitedHealth Group Incorporated
-0.63%
-$12,416.2 
AMLP Alerian MLP ETF
-0.6%
-$2,309.34 
OPCH Option Care Health Inc.
-0.56%
-$1,199.34 
ENFR Alerian Energy Infrastructure ETF
-0.51%
-$3,360.6 
MCD McDonald's Corporation
-0.45%
-$8,663.63 
ADBE Adobe Inc.
-0.42%
-$6,388.09 
AEE Ameren Corporation
-0.38%
-$7,714.98 
ATR AptarGroup, Inc.
-0.35%
-$1,242.7 
KORP American Century Diversified Corporate Bond ETF
-0.33%
-$20,657.1 
BDC Belden Inc.
-0.31%
-$1,010.14 
TTC The Toro Company
-0.29%
-$1,186.38 
AAON Aaon Inc.
-0.28%
-$506.75 
SNA Snap-on Inc.
-0.26%
-$7,793.87 
LMT Lockheed Martin Corporation
-0.23%
-$4,138.05 
PG Procter & Gamble Co
-0.23%
-$5,083.98 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$13,371.33 
MRSH Marsh & McLennan Companies, Inc.
-0.19%
-$5,097.96 
CW Curtiss-Wright Corporation
-0.18%
-$2,074 
AVGO Broadcom Inc.
-0.17%
-$3,118.1 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.16%
-$2,769 
EME EMCOR Group, Inc.
-0.14%
-$1,075.23 
CSCO Cisco Systems, Inc.
-0.12%
-$2,865.98 
V Visa Inc. Class A
-0.12%
-$4,423.42 
DFSV Dimensional US Small Cap Value ETF
-0.12%
-$3,170.93 
PSA Public Storage Common Stock
-0.1%
-$1,239.75 
CCC CCC Intelligent Solutions Holdings Inc.
-0.08%
-$77.12 
ORI Old Republic International Corp.
-0.07%
-$468 
USFD US Foods Holding Corp
-0.02%
-$81.8 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1743 | Longs Won 875/1743 50% | Profit Factor 2.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,743.52 |
| Average Win $91,175.16 | Best Trade (Aug 05) $5.73M | Sharpe Ratio -10.44 |
| Average Loss -$35,062.94 | Worst Trade (Dec 30) -$1.74M | Z-Score 1.77 (92.39%) |
| Commissions $0 | Avg. Trade Length 2y 4w | Expectancy $28,309.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,579 | 5,921 | 5,263 | 4,605 | 3,947 | 3,289 | 2,632 | 1,974 | 1,316 | 658 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8816 88162GAB9 | 10,407 | $347.39 | $347.39 | - | - | - | 0.0 |
| AAON Aaon Inc. | 2,357 | $220,238.08 | $180,416.56 | - | -$39,821.52 | -18.08% | -0.28% |
| AAPL Apple Inc. | 31,023 | $5.49M | $10.45M | - | $4.96M | 90.4% | +0.19% |
| ABBV AbbVie Inc. | 15,635 | $2.17M | $4.14M | - | $1.97M | 90.65% | +0.39% |
| ACN Accenture plc Class A | 5,021 | $2M | $943,094.43 | - | -$1.06M | -52.86% | +3.607% |
| ADBE Adobe Inc. | 6,113 | $2.59M | $1.52M | - | -$1.08M | -41.52% | -0.42% |
| AEE Ameren Corporation | 19,782 | $1.74M | $2.01M | - | $278,261.4 | 16.03% | -0.381% |
| AIT Applied Industrial Technologies Inc. | 2,404 | $479,031.02 | $765,770.16 | - | $286,739.14 | 59.86% | -1.025% |
| AMLP Alerian MLP ETF | 6,998 | $328,416.14 | $382,440.7 | - | $54,024.56 | 16.45% | -0.6% |
| AMR Alpha Metallurgical Resources, Inc. | 1,470 | $241,212.3 | $257,882.1 | - | $16,669.8 | 6.91% | +0.695% |
| AMZN Amazon.com Inc | 18,901 | $2.92M | $4.85M | - | $1.93M | 66.09% | +1.1% |
| ATR AptarGroup, Inc. | 2,890 | $451,354.06 | $358,388.9 | - | -$92,965.16 | -20.6% | -0.346% |
| AVGO Broadcom Inc. | 5,285 | $1.74M | $1.89M | - | $143,276.35 | 8.22% | -0.165% |
| AVUV Avantis U.S. Small Cap Value ETF | 48,623 | $4.25M | $5.92M | - | $1.67M | 39.28% | -0.225% |
| BCPC Balchem Corporation | 1,392 | $224,124.79 | $232,644.96 | - | $8,520.17 | 3.8% | +0.048% |
| BDC Belden Inc. | 2,971 | $357,322.17 | $328,533.18 | - | -$28,788.99 | -8.06% | -0.307% |
| BLD TopBuild Corp | 896 | $350,210.56 | $317,658.88 | - | -$32,551.68 | -9.29% | -1.454% |
| BLK BlackRock, Inc. | 1,841 | $1.89M | $1.97M | - | $86,996.45 | 4.61% | +0.242% |
| CBSH Commerce Bancshares, Inc. | 11,582.55 | $684,070.2 | $662,869.34 | - | -$21,200.86 | -3.1% | +0.245% |
| CBSTF Cannabist Company Holdings Inc. | 20,658 | $3,151.94 | $601.15 | - | -$2,550.79 | -80.93% | 0.0 |
No 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
FAQ
Which stocks have generated the highest profits for James D. King?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total International Stock Index Fund Investor Shares - $1.72M, Cadence Design Systems, Inc - $1.71M, iShares National Muni Bond ETF - $987,306.29, Apple Inc - $966,162.66, and Pacer US Small Cap Cash Cows 100 ETF - $872,053.1. 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: Zebra Technologies Corporation - $1.76M, Revvity Inc - $918,325.13, PayPal Holdings Inc - $808,369.77, Target Corporation - $766,718.34, and 3M Company - $714,216.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James D. King's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.96M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $2.41M, iShares National Muni Bond ETF - $1.07M, American Century Diversified Corporate Bond ETF - $916,829.87, PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $791,842.79, and iShares MBS ETF - $789,686.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James D. King's monthly returns?
James D. King's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can James D. King's strategy be considered aggressive or moderate?
James D. King's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow James D. King's strategy?
James D. King's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
