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:
44.42%
Gain +0.99%
Monthly
0.55%
Yearly
6.78%
Drawdown
15.17%
$232.91M
Equity
Holdings
$232.91M
Investment
$177.62M
$51.34M
Profit +$1.82M
Realized
-$3.95M
Unrealized
$55.3M
Dividends
$15.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.82M
Win %
65%
This Week
Compared To Last Week
Gain
1.98%
Profit
$4.53M
Win %
65%
This Month
Compared to last month
Gain
1.98%
Profit
$4.53M
Win %
65%
This Year
Compared to last year
Gain
10.43%
Profit
$22.01M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$681,947.89 
GOOGL Alphabet Inc
+6.73%
+$654,348.87 
BDC Belden Inc.
+5.93%
+$20,618.75 
MUR Murphy Oil Corporation
+4%
+$15,143.94 
EXPO Exponent Inc.
+3.53%
+$6,694.08 
META Meta Platforms Inc Class A
+3.28%
+$88,011 
MTDR Matador Resources Company
+3.27%
+$9,938.2 
MSFT Microsoft Corp.
+3.02%
+$213,983.66 
BCPC Balchem Corporation
+2.97%
+$6,723.36 
NVDA NVIDIA Corporation
+2.93%
+$272,795.58 
OPCH Option Care Health Inc.
+2.54%
+$5,063.89 
CVX Chevron Corporation
+2.35%
+$45,742.4 
EOG EOG Resources, Inc.
+2.19%
+$34,601.69 
DVN Devon Energy Corporation
+2.17%
+$26,010.24 
CDNS Cadence Design Systems, Inc.
+2.16%
+$44,387.87 
CSCO Cisco Systems, Inc.
+2.14%
+$53,571.78 
PSA Public Storage Common Stock
+2.12%
+$28,728 
PEGA Pegasystems Inc.
+1.73%
+$2,786.67 
AAON Aaon Inc.
+1.68%
+$3,464.79 
ZTS Zoetis Inc.
+1.66%
+$21,087.38 
ROAD Construction Partners, Inc. Class A Common Stock
+1.63%
+$3,753.26 
ACN Accenture plc Class A
+1.61%
+$13,205.28 
AIT Applied Industrial Technologies Inc.
+1.58%
+$12,885.39 
CHRD Chord Energy Corp
+1.54%
+$4,937.34 
LMT Lockheed Martin Corporation
+1.5%
+$29,152.14 
KLAC KLA Corporation
+1.38%
+$48,580.1 
PWRD TCW Transform Systems ETF
+1.38%
+$8,461.32 
CMCSA Comcast Corp
+1.23%
+$9,257.53 
ESE Esco Technologies Inc.
+1.21%
+$4,588.92 
CVLT Commvault Systems Inc.
+1.19%
+$6,469.44 
RMD ResMed Inc.
+1.16%
+$20,335.26 
CW Curtiss-Wright Corporation
+1.02%
+$15,223.22 
ADBE Adobe Inc.
+1.01%
+$15,343.69 
UNP Union Pacific Corporation
+0.92%
+$33,687.52 
AMLP Alerian MLP ETF
+0.89%
+$3,429.02 
MCD McDonald's Corporation
+0.82%
+$17,171.08 
DSGX The Descartes Systems Group Inc.
+0.82%
+$1,770.22 
AEE Ameren Corporation
+0.79%
+$17,012.52 
FFIN First Financial Bankshares Inc.
+0.63%
+$1,902.56 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$14,524.49 
CCC CCC Intelligent Solutions Holdings Inc.
+0.49%
+$462.75 
AVGO Broadcom Inc.
+0.37%
+$7,610.4 
PG Procter & Gamble Co
+0.37%
+$8,165.18 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$1,393.14 
SNA Snap-on Inc.
+0.33%
+$10,927.7 
TTC The Toro Company
+0.32%
+$1,274.26 
JPM JPMorgan Chase & Co.
+0.27%
+$11,168.14 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$1,680.3 
CWST Casella Waste Systems Inc.
+0.23%
+$635.88 
DELL Dell Technologies Inc.
+0.14%
+$5,143.6 
EA Electronic Arts Inc.
+0.13%
+$3,165.21 
EWBC East West Bancorp Inc.
+0.07%
+$620.1 
ATR AptarGroup, Inc.
+0.07%
+$260.13 
FDS FactSet Research Systems Inc.
+0.07%
+$177.83 
OC Owens Corning
+0.06%
+$241.7 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$82.98 
USFD US Foods Holding Corp
+0.04%
+$163.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,944.92 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$468.16 
88162GAB9
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$41,906.7 
AAPL Apple Inc.
-7.35%
-$760,683.96 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$9,775.5 
CSL Carlisle Companies Inc.
-2.69%
-$13,256.75 
FSV FirstService Corporation
-2.54%
-$4,600.01 
ABBV AbbVie Inc.
-2.51%
-$101,158.45 
NFLX Netflix, Inc.
-2%
-$14,702.2 
CRUS Cirrus Logic, Inc.
-1.9%
-$10,657.42 
RBC RBC Bearings Incorporated
-1.89%
-$7,042.36 
GIS General Mills, Inc.
-1.84%
-$22,305.64 
STVN Stevanato Group S.p.A.
-1.73%
-$3,073 
UNH UnitedHealth Group Incorporated
-1.68%
-$37,117.55 
LRCX Lam Research Corporation
-1.58%
-$85,521.4 
BLD TopBuild Corp
-1.45%
-$4,686.08 
MUSA Murphy USA Inc.
-1.35%
-$8,723.6 
MTG MGIC Investment Corporation
-1.35%
-$6,472.24 
TXRH Texas Roadhouse Inc.
-1.33%
-$10,919.84 
WTRG Essential Utilities Inc.
-1.24%
-$8,702.5 
GNTX Gentex Corporation
-1.18%
-$3,330.6 
SHW The Sherwin-Williams Company
-1.16%
-$15,453.23 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$27,288.93 
HALO Halozyme Therapeutics Inc.
-0.91%
-$6,247.96 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$3,858.5 
PGR Progressive Corporation
-0.87%
-$22,931.94 
VSMV VictoryShares US Minimum Volatility ETF
-0.85%
-$3,474.43 
ULTA Ulta Beauty Inc.
-0.76%
-$18,618.41 
BLK BlackRock, Inc.
-0.73%
-$14,691.16 
RPM RPM International Inc.
-0.7%
-$3,610.76 
MZTI The Marzetti Company
-0.69%
-$960.52 
EME EMCOR Group, Inc.
-0.62%
-$5,058.57 
HRB H&R Block Inc.
-0.59%
-$1,404.53 
WSO Watsco Inc.
-0.46%
-$3,005.9 
PEP PepsiCo, Inc.
-0.46%
-$8,393.6 
HD The Home Depot, Inc.
-0.42%
-$7,963.42 
MBB iShares MBS ETF
-0.4%
-$26,221.9 
ORI Old Republic International Corp.
-0.39%
-$2,652 
TMUS T-Mobile US, Inc.
-0.36%
-$5,024.17 
CBSH Commerce Bancshares, Inc.
-0.29%
-$1,969.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$60,220.08 
MEDP Medpace Holdings Inc.
-0.21%
-$1,774.29 
NUKZ Range Nuclear Renaissance ETF
-0.2%
-$851.89 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$11,424.77 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$8,262.84 
MUB iShares National Muni Bond ETF
-0.11%
-$12,664.32 
SEIC SEI Investments Company
-0.06%
-$235.68 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$422.43 
V Visa Inc. Class A
-0.04%
-$1,407.32 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$461.59 Events
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Dividends
Dividend Analysis
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| Trades 1743 | Longs Won 916/1743 52% | Profit Factor 2.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,290.02 |
| Average Win $87,427.26 | Best Trade (Aug 05) $5.73M | Sharpe Ratio -10.44 |
| Average Loss -$34,750.49 | Worst Trade (Dec 30) -$1.74M | Z-Score 3.86 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 4d | Expectancy $29,457.67 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
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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: Cadence Design Systems, Inc - $1.71M, Vanguard Total International Stock Index Fund Investor Shares - $1.67M, Apple Inc - $957,786.45, iShares National Muni Bond ETF - $956,700.85, 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 $15.55M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $2.36M, iShares National Muni Bond ETF - $1.04M, American Century Diversified Corporate Bond ETF - $864,278.21, PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $768,391.7, and iShares MBS ETF - $765,661.34. 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.
