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:
12.38%
Gain -0.47%
Monthly
0.83%
Yearly
10.47%
Drawdown
5.49%
$177.82M
Equity
Holdings
$177.82M
Investment
$163.89M
$14.71M
Profit -$656,637.77
Realized
$777,485.19
Unrealized
$13.93M
Dividends
$4.69M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$656,637.77
Win %
63%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$778,423.75
Win %
63%
This Month
Compared to last month
Gain
-0.37%
Profit
-$656,637.77
Win %
63%
This Year
Compared to last year
Gain
0.1%
Profit
$178,468.27
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$3,608 
GOOGL Alphabet Inc
+6.73%
+$1,325.73 
MSFT Microsoft Corp.
+3.02%
+$5,366.28 
NVDA NVIDIA Corporation
+2.93%
+$228.4 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$25,232.35 
CVX Chevron Corporation
+2.35%
+$113 
CRM Salesforce Inc
+1.83%
+$175.43 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$49.8 
VZ Verizon Communications Inc.
+1.52%
+$412.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,004.48 
IHAK iShares Cybersecurity and Tech ETF
+1.43%
+$3,472.25 
GE General Electric Company
+1.42%
+$316.89 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$51,904.05 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$14,276.98 
VUG Vanguard Growth ETF
+1.1%
+$66.96 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$40,919.68 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$10,284.54 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$466.48 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$375.39 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$26.58 
GEV GE Vernova Inc.
+0.85%
+$124.65 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,074.5 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,449.66 
VOO Vanguard S&P 500 ETF
+0.71%
+$952.57 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$5,026.54 
IVV iShares Core S&P 500 ETF
+0.69%
+$83,589.12 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$3,488.59 
MJ Amplify Alternative Harvest ETF
+0.66%
+$5.25 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,726.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$248.14 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$928.71 
CGDV Capital Group Dividend Value ETF
+0.63%
+$30,993.18 
IVT InvenTrust Properties Corp.
+0.6%
+$438.48 
MO Altria Group, Inc.
+0.57%
+$329.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$99,345.46 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.52%
+$481.65 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$4,627.62 
SMH VanEck Semiconductor ETF
+0.3%
+$70.09 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$825.5 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
+0.21%
+$1,364.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$552.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$2,558.44 
SECU iShares Securitized Income Active ETF
+0.08%
+$16.2 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$323.85 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$3,937.94 
SHV iShares Short Treasury Bond ETF
+0.03%
+$3.57 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,257.94 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$62.92 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.02%
+$946.61 
CLOA iShares AAA CLO ETF
+0.02%
+$985.67 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$427.28 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 PCMM
PCMM
0%
$0 
AAPL Apple Inc.
-7.35%
-$51,492 
WPM Wheaton Precious Metals Corp.
-3.84%
-$1,305 
IBIT iShares Bitcoin Trust
-2.89%
-$283.02 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$40.32 
SLV iShares Silver Trust
-2.13%
-$1.14 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$3,428.83 
PSLV Sprott Physical Silver Trust
-1.98%
-$1,113.4 
NVAX Novavax Inc.
-1.61%
-$73.2 
PHYS Sprott Physical Gold Trust
-1.61%
-$2,391 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$2,869.09 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$179.52 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$15,945.18 
VHT Vanguard Health Care ETF
-0.76%
-$4,719.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$754.34 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,063.25 
PM Philip Morris International Inc.
-0.61%
-$374.06 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$213.4 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$5,991.71 
PRU Prudential Financial, Inc.
-0.56%
-$104.19 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$9,302.58 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,037.81 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$12,021.81 
VGT Vanguard Information Technology ETF
-0.38%
-$25,105.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,771.64 
JABS Janus Henderson Asset-Backed Securities ETF
-0.36%
-$505.08 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$22,385.47 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$16,052.76 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$2,944.62 
IAK iShares U.S. Insurance ETF
-0.31%
-$17.94 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$58,001.55 
JA Janus Henderson AA-A CLO ETF
-0.3%
-$30 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$179.52 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$241.47 
COST Costco Wholesale Corporation
-0.24%
-$57 
PFG Principal Financial Group, Inc.
-0.22%
-$25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$368.59 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$18,033.95 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$3.2 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$10,027.74 
XLF Financial Select Sector SPDR Fund
-0.1%
-$820.8 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$200.37 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$457.96 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$306.6 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$1,677.68 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$49.6 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$531.34 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$10.88 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$187.55 Events
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Dividends
Dividend Analysis
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| Trades 327 | Longs Won 221/327 67% | Profit Factor 14.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,542.91 |
| Average Win $71,654.7 | Best Trade (Aug 14) $3.85M | Sharpe Ratio -9.95 |
| Average Loss -$10,610.81 | Worst Trade (Sep 02) -$249,465.14 | Z-Score 3.95 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $44,987.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,100 | $430,856.73 | $648,711 | - | $217,854.27 | 50.56% | -7.354% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 7,182 | $859,994.57 | $894,015.36 | - | $34,020.79 | 3.96% | -0.328% |
| AMZN Amazon.com Inc | 100 | $21,939 | $27,158 | - | $5,219 | 23.79% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 8 | $7,744.53 | $13,032 | - | $5,287.47 | 68.27% | -1.359% |
| CEF Sprott Physical Gold and Silver Trust | 3,987 | $120,008.7 | $159,519.86 | - | $39,511.16 | 32.92% | -2.104% |
| CGCV Capital Group Conservative Equity ETF | 83,884 | $2.47M | $2.78M | - | $312,007.17 | 12.66% | -0.06% |
| CGDV Capital Group Dividend Value ETF | 99,978 | $3.98M | $4.95M | - | $968,632.78 | 24.31% | +0.63% |
| CGXU Capital Group International Focus Equity ETF | 51,681 | $1.49M | $1.73M | - | $241,566.48 | 16.23% | -0.535% |
| CLOA iShares AAA CLO ETF | 98,567 | $5.11M | $5.12M | - | $13,036.41 | 0.26% | +0.019% |
| COST Costco Wholesale Corporation | 25 | $24,749 | $23,797.25 | - | -$951.75 | -3.85% | -0.239% |
| CRM Salesforce Inc | 53 | $10,730.29 | $9,753.06 | - | -$977.23 | -9.11% | +1.832% |
| CVX Chevron Corporation | 25 | $3,518 | $4,920.75 | - | $1,402.75 | 39.87% | +2.35% |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | 8,921 | $540,610.4 | $655,425.87 | - | $114,815.47 | 21.24% | +0.209% |
| DGRO iShares Core Dividend Growth ETF | 816 | $52,174.94 | $63,656.16 | - | $11,481.22 | 22.01% | -0.281% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 9,846 | $824,504.14 | $949,745.16 | - | $125,241.02 | 15.19% | +0.49% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 10,941 | $788,612.01 | $1.01M | - | $219,272.91 | 27.8% | +1.031% |
| ENFR Alerian Energy Infrastructure ETF | 8,255 | $259,661.21 | $326,072.5 | - | $66,411.29 | 25.58% | +0.254% |
| FFSM Fidelity Small-Mid Cap Opportunities ETF | 2,535 | $68,927 | $93,135.9 | - | $24,208.9 | 35.12% | +0.52% |
| FLOT iShares Floating Rate Bond ETF | 18,757 | $957,545 | $957,732.44 | - | $187.44 | 0.02% | -0.02% |
| FNDF Schwab Fundamental International Large Company Index ETF | 18,724 | $788,876.46 | $1.01M | - | $222,406.75 | 28.19% | -0.589% |
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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 - $467,441.66, Vanguard Mortgage-Backed Securities Fund - $446,357.33, JPMorgan Limited Duration ETF - $390,404.26, Schwab U.S. TIPS ETF - $389,400.79, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $357,372.78. 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, 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 $4.69M earned over time. The largest contributors to dividend income include PGIM Ultra Short Bond ETF - $467,441.66, JPMorgan Limited Duration ETF - $391,977.23, Schwab U.S. TIPS ETF - $389,400.79, Vanguard Short-Term Inflation-Protected Securities Index Fund - $363,703.43, and Vanguard Mortgage-Backed Securities Fund - $354,882.26. 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.
