James V. Thompson Jr. Portfolio
Invests via Bulwark Capital Corp | Managed by James V. Thompson Jr.
Invests via Bulwark Capital Corp
Managed by James V. Thompson Jr.
Automatically Tracked
Veteran private-equity and corporate finance executive with experience leading mid-market buyouts, operational turnarounds and portfolio management. James V. Thompson Jr. has held senior operating and investment roles across healthcare and business services, advising capital allocators on deal sourcing, due diligence and value creation strategies. Known for sector-focused diligence and governance oversight, often active with family offices and institutional LPs.
Veteran private-equity and corporate finance executive with experience leading mid-market buyouts, operational turnarounds and portfolio management. James V. Thompson Jr. has held senior operating and investment roles across healthcare and business services, advising capital allocators on deal sourcing, due diligence and value creation strategies. Known for sector-focused diligence and governance oversight, often active with family offices and institutional LPs.
Investment Philosophy & Strategy
Focuses on control-oriented mid-market buyouts and operational turnarounds with a sector lens on healthcare and business services. Emphasizes hands-on governance, rigorous sector-focused due diligence, and disciplined capital allocation that prioritizes cash-flow generation and EBITDA expansion. Pursues 3–7 year value-creation horizons driven by operational improvements, targeted add-on acquisitions, and selective strategic repositioning. Risk managed through conservative leverage, active board oversight, and measurable performance KPIs; partnership with family offices and institutional LPs to align incentives and co-invest on execution. Underwriting centers on repeatable models, margin recovery levers, and clear exit pathways to realize compounded returns from operational delta rather than multiple expansion alone.
Focuses on control-oriented mid-market buyouts and operational turnarounds with a sector lens on healthcare and business services. Emphasizes hands-on governance, rigorous sector-focused due diligence, and disciplined capital allocation that prioritizes cash-flow generation and EBITDA expansion. Pursues 3–7 year value-creation horizons driven by operational improvements, targeted add-on acquisitions, and selective strategic repositioning. Risk managed through conservative leverage, active board oversight, and measurable performance KPIs; partnership with family offices and institutional LPs to align incentives and co-invest on execution. Underwriting centers on repeatable models, margin recovery levers, and clear exit pathways to realize compounded returns from operational delta rather than multiple expansion alone.
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:
12.62%
Gain +0.32%
Monthly
0.77%
Yearly
9.63%
Drawdown
5.49%
$189.96M
Equity
Holdings
$189.96M
Investment
$175.76M
$15.04M
Profit +$464,274.49
Realized
$846,736.25
Unrealized
$14.19M
Dividends
$5.44M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$464,274.49
Win %
62%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$715,190.46
Win %
62%
This Month
Compared to last month
Gain
0.5%
Profit
$949,615.13
Win %
62%
This Year
Compared to last year
Gain
0.46%
Profit
$883,153.29
Win %
63%
CRM Salesforce Inc
+4.06%
+$508.27 
SLV iShares Silver Trust
+2.87%
+$1.44 
GEHC GE HealthCare Technologies Inc.
+2.8%
+$40.22 
WPM Wheaton Precious Metals Corp.
+2.7%
+$1,050 
MLTX MoonLake Immunotherapeutics
+2.61%
+$132.5 
PSLV Sprott Physical Silver Trust
+2.57%
+$1,362.45 
BSX Boston Scientific Corporation
+2.34%
+$201 
XLV Health Care Select Sector SPDR Fund
+2.32%
+$888.8 
PRU Prudential Financial, Inc.
+2.32%
+$397.13 
VHT Vanguard Health Care ETF
+2.27%
+$14,774.52 
KTOS Kratos Defense & Security Solutions, Inc.
+2.21%
+$581.96 
CEF Sprott Physical Gold and Silver Trust
+2.19%
+$3,448.76 
VCR Vanguard Consumer Discretionary ETF
+1.94%
+$17,726.25 
PHYS Sprott Physical Gold Trust
+1.57%
+$2,319.27 
MJ Amplify Alternative Harvest ETF
+1.55%
+$12.07 
XLF Financial Select Sector SPDR Fund
+1.52%
+$11,354.4 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+1.47%
+$1,242.15 
GLDM SPDR Gold MiniShares Trust
+1.45%
+$2,851.72 
XLC Communication Services Select Sector SPDR Fund
+1.41%
+$46.95 
SCHD Schwab U.S. Dividend Equity ETF
+1.3%
+$3,979.8 
MSFT Microsoft Corp.
+1.28%
+$71,294.8 
SCHM Schwab U.S. Mid-Cap ETF
+1.25%
+$1,140.28 
VOX Vanguard Communication Services ETF
+1.19%
+$908.26 
GE General Electric Company
+1.14%
+$220.81 
IJR iShares Core S&P Small-Cap ETF
+1.12%
+$413.44 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.01%
+$16 
PFG Principal Financial Group, Inc.
+1.01%
+$108 
VIG Vanguard Dividend Appreciation ETF
+0.96%
+$14,981 
IBIT iShares Bitcoin Trust
+0.94%
+$116.14 
DGRO iShares Core Dividend Growth ETF
+0.87%
+$550.8 
ITA iShares U.S. Aerospace & Defense ETF
+0.87%
+$1,073.9 
MO Altria Group, Inc.
+0.85%
+$524.52 
XLP Consumer Staples Select Sector SPDR Fund
+0.81%
+$1,717.35 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.74%
+$15,334.17 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$2,259.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.69%
+$6,508.96 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.68%
+$15,075.54 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.55%
+$12,108.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$20,526.54 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$4,713.66 
AMZN Amazon.com Inc
+0.54%
+$115.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.52%
+$7,218.75 
CGCV Capital Group Conservative Equity ETF
+0.5%
+$14,113.82 
SCHP Schwab U.S. TIPS ETF
+0.49%
+$49,735.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$537.67 
CGDV Capital Group Dividend Value ETF
+0.48%
+$23,268.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$87,141.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.42%
+$11,238.41 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.4%
+$868.27 
CGXU Capital Group International Focus Equity ETF
+0.36%
+$6,360.96 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$1,734.52 
VOO Vanguard S&P 500 ETF
+0.35%
+$480.2 
IVV iShares Core S&P 500 ETF
+0.34%
+$46,358.01 
IVT InvenTrust Properties Corp.
+0.34%
+$208.8 
SECU iShares Securitized Income Active ETF
+0.31%
+$7,959.75 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$1,376.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.26%
+$5,727.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.24%
+$1,071.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.19%
+$16,317.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$1,552.73 
COST Costco Wholesale Corporation
+0.15%
+$36.06 
JPLD JPMorgan Limited Duration ETF
+0.15%
+$13,896.83 
DLUX DoubleLine Ultrashort Income ETF
+0.12%
+$1,755.66 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$124 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$987.93 
IUSG iShares Core S&P U.S. Growth ETF
+0.08%
+$3,202.76 
IHAK iShares Cybersecurity and Tech ETF
+0.06%
+$163.4 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.05%
+$659.48 
XLG Invesco S&P 500 Top 50 ETF
+0.05%
+$1,925.58 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$296.12 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$1,664.72 
JABS Janus Henderson Asset-Backed Securities ETF
+0.04%
+$65.46 
UYLD Angel Oak UltraShort Income Fund
+0.04%
+$2,532.08 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$381.84 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$75.63 
VUG Vanguard Growth ETF
+0.02%
+$1.45 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$370.48 
CLOA iShares AAA CLO ETF
+0.01%
+$663.33 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$491.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$349.23 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1.21 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.01%
+$10.43 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$61.88 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 PCMM
PCMM
0%
$0 
PM Philip Morris International Inc.
-2.8%
-$1,825.92 
ENFR Alerian Energy Infrastructure ETF
-1.9%
-$5,984.87 
GEV GE Vernova Inc.
-1.85%
-$262.05 
CVX Chevron Corporation
-1.49%
-$82.5 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-1.4%
-$7,118.1 
NVDA NVIDIA Corporation
-1.39%
-$430.5 
SMH VanEck Semiconductor ETF
-1.24%
-$404.55 
FRDM Freedom 100 Emerging Markets ETF
-1.21%
-$3,347.2 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.17%
-$9,426.21 
XSD SPDR S&P Semiconductor ETF
-0.75%
-$21.81 
XLK State Street Technology Select Sector SPDR ETF
-0.75%
-$1,387.09 
IEMG iShares Core MSCI Emerging Markets ETF
-0.72%
-$932.25 
VGT Vanguard Information Technology ETF
-0.54%
-$38,212.02 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$495.7 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$4,611.24 
QQQM Invesco NASDAQ 100 ETF
-0.14%
-$2,271.3 
AAPL Apple Inc.
-0.06%
-$805.73 
TUSI Touchstone Ultra Short Income Fund
-0.06%
-$1,178.07 
JA Janus Henderson AA-A CLO ETF
-0.04%
-$4 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$2,185.01 Events
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Dividends
Dividend Analysis
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| Trades 383 | Longs Won 253/383 66% | Profit Factor 9.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,485.06 |
| Average Win $66,600.26 | Best Trade (Oct 15) $3.58M | Sharpe Ratio -81.82 |
| Average Loss -$13,934.02 | Worst Trade (Oct 14) -$268,917.48 | Z-Score 1.68 (90.77%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $39,263.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,837 | $1.01M | $1.32M | - | $305,819.16 | 30.3% | -0.061% |
| AMZN Amazon.com Inc | 85 | $18,648.15 | $21,712.4 | - | $3,064.25 | 16.43% | +0.535% |
| ASML ASML Holding N.V. New York Registry Shares | 8 | $7,744.53 | $13,200.56 | - | $5,456.03 | 70.45% | +0.004% |
| BSX Boston Scientific Corporation | 200 | $8,730 | $8,801 | - | $71 | 0.81% | +2.337% |
| CEF Sprott Physical Gold and Silver Trust | 3,987 | $120,008.7 | $161,254.21 | - | $41,245.51 | 34.37% | +2.185% |
| CGCV Capital Group Conservative Equity ETF | 85,023 | $2.5M | $2.81M | - | $312,755.21 | 12.5% | +0.504% |
| CGDV Capital Group Dividend Value ETF | 99,017 | $3.95M | $4.89M | - | $942,636.92 | 23.89% | +0.478% |
| CGXU Capital Group International Focus Equity ETF | 53,008 | $1.53M | $1.75M | - | $220,335.31 | 14.37% | +0.364% |
| CLOA iShares AAA CLO ETF | 132,666 | $6.88M | $6.88M | - | -$3,680.46 | -0.05% | +0.01% |
| COST Costco Wholesale Corporation | 25 | $24,749 | $24,586.06 | - | -$162.94 | -0.66% | +0.147% |
| CRM Salesforce Inc | 53 | $10,730.29 | $13,013.62 | - | $2,283.33 | 21.28% | +4.064% |
| CVX Chevron Corporation | 25 | $3,518 | $5,468.5 | - | $1,950.5 | 55.44% | -1.486% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 6,600 | $400,143.56 | $501,435 | - | $101,291.44 | 25.31% | -1.4% |
| DGRO iShares Core Dividend Growth ETF | 816 | $52,174.94 | $64,158 | - | $11,983.06 | 22.97% | +0.866% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9,572 | $801,559.37 | $953,562.64 | - | $152,003.27 | 18.96% | +0.687% |
| DLUX DoubleLine Ultrashort Income ETF | 29,261 | $1.46M | $1.46M | - | $292.95 | 0.02% | +0.12% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 8,454 | $623,266.36 | $794,633.73 | - | $171,367.37 | 27.5% | -1.172% |
| ENFR Alerian Energy Infrastructure ETF | 8,255 | $259,661.21 | $309,851.42 | - | $50,190.21 | 19.33% | -1.895% |
| FFSM Fidelity Small-Mid Cap Opportunities ETF | 2,535 | $68,927 | $85,885.8 | - | $16,958.8 | 24.6% | +1.468% |
| FLOT iShares Floating Rate Bond ETF | 5,042 | $257,394.14 | $256,940.32 | - | -$453.82 | -0.18% | +0.029% |
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FAQ
Which stocks have generated the highest profits for James V. Thompson Jr.?
The largest contributions to the portfolio's profits come from the following stocks: PGIM Ultra Short Bond ETF - $533,346.88, Vanguard Short-Term Inflation-Protected Securities Index Fund - $526,526.61, Vanguard Mortgage-Backed Securities Fund - $438,244.28, Schwab U.S. TIPS ETF - $437,520.32, and JPMorgan Limited Duration ETF - $418,122.91. 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: iShares Cybersecurity and Tech ETF - $72,135.55, Schwab Intermediate-Term U.S. Treasury ETF - $50,779.92, PCMM - $10,168.76, Cava Group Inc - $2,554, and The Real Estate Select Sector SPDR Fund - $2,511.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James V. Thompson Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.44M earned over time. The largest contributors to dividend income include PGIM Ultra Short Bond ETF - $533,346.88, Vanguard Short-Term Inflation-Protected Securities Index Fund - $532,857.26, Schwab U.S. TIPS ETF - $437,520.32, JPMorgan Limited Duration ETF - $429,204.62, and Vanguard Mortgage-Backed Securities Fund - $373,490.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James V. Thompson Jr.'s monthly returns?
James V. Thompson Jr.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can James V. Thompson Jr.'s strategy be considered aggressive or moderate?
James V. Thompson Jr.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow James V. Thompson Jr.'s strategy?
James V. Thompson Jr.'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.
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