JDK
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:
36.8%
Gain +0.37%
Monthly
0.39%
Yearly
4.75%
Drawdown
14.02%
$223.65M
Equity
Holdings
$223.65M
Investment
$169.25M
$49.17M
Profit +$902,866.11
Realized
-$5.23M
Unrealized
$54.4M
Dividends
$14.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$902,866.11
Win %
66%
This Week
Compared To Last Week
Gain
1.13%
Profit
$2.51M
Win %
66%
This Month
Compared to last month
Gain
0.33%
Profit
$724,500.81
Win %
66%
This Year
Compared to last year
Gain
8.77%
Profit
$18.03M
Win %
66%
ROAD Construction Partners, Inc. Class A Common Stock
+7.77%
+$25,730.14 
JPM JPMorgan Chase & Co.
+2.3%
+$85,297.2 
USFD US Foods Holding Corp
+2.28%
+$8,419.84 
CMCSA Comcast Corp
+2.23%
+$16,969.51 
WSM Williams-Sonoma, Inc.
+2.09%
+$17,589.89 
GIS General Mills, Inc.
+2.04%
+$23,054.28 
FDS FactSet Research Systems Inc.
+1.93%
+$4,728.72 
EWBC East West Bancorp Inc.
+1.9%
+$16,860.29 
TMUS T-Mobile US, Inc.
+1.78%
+$26,046.63 
TTEK Tetra Tech, Inc.
+1.77%
+$5,099.49 
HRB H&R Block Inc.
+1.74%
+$3,354.37 
UNP Union Pacific Corporation
+1.65%
+$55,351.66 
ACN Accenture plc Class A
+1.63%
+$13,614.51 
BLK BlackRock, Inc.
+1.56%
+$31,026.76 
DVN Devon Energy Corporation
+1.54%
+$18,344.3 
SEIC SEI Investments Company
+1.4%
+$4,804.15 
EME EMCOR Group, Inc.
+1.4%
+$11,507.65 
MTG MGIC Investment Corporation
+1.37%
+$5,474.35 
CBSH Commerce Bancshares, Inc.
+1.36%
+$8,485.29 
FSV FirstService Corporation
+1.31%
+$2,959.98 
ABBV AbbVie Inc.
+1.3%
+$45,144.61 
RMD ResMed Inc.
+1.25%
+$19,788 
LRCX Lam Research Corporation
+1.19%
+$93,848.64 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$20,898.9 
DELL Dell Technologies Inc.
+1.08%
+$38,484.45 
FFIN First Financial Bankshares Inc.
+1.08%
+$3,083.4 
V Visa Inc. Class A
+1.05%
+$33,580.48 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$55,979.82 
WTRG Essential Utilities Inc.
+0.94%
+$2,611.7 
ATR AptarGroup, Inc.
+0.94%
+$3,115.22 
ORI Old Republic International Corp.
+0.93%
+$5,412.33 
EXPO Exponent Inc.
+0.86%
+$1,556.24 
MUR Murphy Oil Corporation
+0.86%
+$3,186.15 
PG Procter & Gamble Co
+0.85%
+$19,157.58 
CSL Carlisle Companies Inc.
+0.84%
+$3,750.61 
MTDR Matador Resources Company
+0.78%
+$2,615.34 
CVX Chevron Corporation
+0.75%
+$15,499.29 
CRUS Cirrus Logic, Inc.
+0.75%
+$5,132.58 
CVLT Commvault Systems Inc.
+0.74%
+$6,216.22 
HD The Home Depot, Inc.
+0.73%
+$13,563.19 
SNA Snap-on Inc.
+0.72%
+$22,273.49 
UNH UnitedHealth Group Incorporated
+0.71%
+$25,160.53 
AEE Ameren Corporation
+0.71%
+$15,065.05 
GNTX Gentex Corporation
+0.62%
+$1,884.8 
VSMV VictoryShares US Minimum Volatility ETF
+0.59%
+$1,858.16 
SPSC SPS Commerce Inc.
+0.58%
+$474.24 
GOOGL Alphabet Inc
+0.56%
+$58,312.29 
CCC CCC Intelligent Solutions Holdings Inc.
+0.43%
+$338.4 
PGR Progressive Corporation
+0.43%
+$10,751.96 
CUBE CubeSmart
+0.41%
+$2,475.2 
PEP PepsiCo, Inc.
+0.4%
+$7,542.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$103,854.3 
PSA Public Storage Common Stock
+0.35%
+$4,873.74 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$8,511.39 
AIT Applied Industrial Technologies Inc.
+0.31%
+$2,357.17 
CDNS Cadence Design Systems, Inc.
+0.31%
+$7,225.2 
LNTH Lantheus Holdings, Inc.
+0.25%
+$689.78 
CW Curtiss-Wright Corporation
+0.2%
+$4,049.33 
NVDA NVIDIA Corporation
+0.18%
+$13,289.66 
EXPD Expeditors International of Washington, Inc.
+0.18%
+$4,910.1 
SHW The Sherwin-Williams Company
+0.14%
+$1,707.26 
MSFT Microsoft Corp.
+0.13%
+$9,335.56 
HLMN Hillman Solutions Corp.
+0.13%
+$102.75 
TXRH Texas Roadhouse Inc.
+0.11%
+$333 
MUSA Murphy USA Inc.
+0.1%
+$620.99 
EA Electronic Arts Inc.
+0.07%
+$1,630.69 
EOG EOG Resources, Inc.
+0.05%
+$701.22 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,746.68 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$62.23 
OC Owens Corning
+0.03%
+$89.79 
MCD McDonald's Corporation
+0.01%
+$154.66 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
KLAC KLA Corporation
-89.44%
-$55.67M 
ADBE Adobe Inc.
-6.71%
-$89,623.69 
SFM Sprouts Farmers Market, Inc.
-2.04%
-$9,045 
NBIX Neurocrine Biosciences Inc.
-1.9%
-$6,847.46 
ULTA Ulta Beauty Inc.
-1.85%
-$41,709.83 
HALO Halozyme Therapeutics Inc.
-1.75%
-$9,904.7 
MEDP Medpace Holdings Inc.
-1.64%
-$14,801.86 
TTC The Toro Company
-1.62%
-$6,488.95 
LMT Lockheed Martin Corporation
-1.54%
-$28,222.97 
AAPL Apple Inc.
-1.52%
-$175,311 
MRK Merck & Co., Inc.
-1.41%
-$23,561.4 
STVN Stevanato Group S.p.A.
-1.33%
-$2,159.7 
AMZN Amazon.com Inc
-1.21%
-$55,555.54 
NFLX Netflix, Inc.
-1.14%
-$9,346.5 
FSS Federal Signal Corp.
-1.13%
-$2,437.5 
WSO Watsco Inc.
-1.01%
-$9,262.07 
DSGX The Descartes Systems Group Inc.
-0.79%
-$1,836.86 
ESE Esco Technologies Inc.
-0.71%
-$3,302.64 
RBC RBC Bearings Incorporated
-0.69%
-$3,069.66 
CSCO Cisco Systems, Inc.
-0.6%
-$16,002.33 
MMSI Merit Medical Systems, Inc.
-0.58%
-$1,010.88 
SSD Simpson Manufacturing Co., Inc.
-0.45%
-$1,173.04 
NOVTU Novanta Inc. 6.50% Tangible Equity Units due 2028
-0.41%
-$536.2 
RPM RPM International Inc.
-0.41%
-$2,047.98 
CWST Casella Waste Systems Inc.
-0.39%
-$1,031.8 
META Meta Platforms Inc Class A
-0.23%
-$6,433.65 
BCPC Balchem Corporation
-0.18%
-$416.4 
MBB iShares MBS ETF
-0.16%
-$10,167.45 
PEGA Pegasystems Inc.
-0.15%
-$265.3 
OPCH Option Care Health Inc.
-0.07%
-$131.94 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$3,445.2 
KORP American Century Diversified Corporate Bond ETF
-0.02%
-$1,314.47 
MUB iShares National Muni Bond ETF
-0.01%
-$971.41 
OAS Oasis Petroleum Inc
-0.01%
-$22.92 Events
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Dividends
Dividend Analysis
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| Trades 1634 | Longs Won 846/1634 51% | Profit Factor 2.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $313,114.85 |
| Average Win $88,482.09 | Best Trade (Jun 12) $6.44M | Sharpe Ratio -11.45 |
| Average Loss -$32,592.47 | Worst Trade (Dec 30) -$1.74M | Z-Score 2.7 (99.31%) |
| Commissions $0 | Avg. Trade Length 2y 2w 1d | Expectancy $30,093.63 |
| 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 | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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