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:
0.65%
Gain
Monthly
0.05%
Yearly
0.62%
Drawdown
10.99%
$176.64M
Equity
Holdings
$176.64M
Investment
$163.89M
$13.53M
Profit -$374,200.42
Realized
$780,568.76
Unrealized
$12.75M
Dividends
$4.42M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$374,200.42
Win %
65%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.09M
Win %
65%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.01M
Win %
65%
This Year
Compared to last year
Gain
-0.56%
Profit
-$1M
Win %
65%
GE General Electric Company
+2.54%
+$553.77 
IAK iShares U.S. Insurance ETF
+1.85%
+$103.16 
GEV GE Vernova Inc.
+1.57%
+$244.58 
MO Altria Group, Inc.
+1.53%
+$943.29 
CVX Chevron Corporation
+1.4%
+$64.12 
PHYS Sprott Physical Gold Trust
+1.12%
+$1,601.97 
ITA iShares U.S. Aerospace & Defense ETF
+1.11%
+$1,563.03 
CEF Sprott Physical Gold and Silver Trust
+1.05%
+$1,634.67 
GLDM SPDR Gold MiniShares Trust
+1%
+$1,904.69 
PM Philip Morris International Inc.
+0.96%
+$578.52 
PRU Prudential Financial, Inc.
+0.88%
+$157.04 
PSLV Sprott Physical Silver Trust
+0.73%
+$380.9 
PFG Principal Financial Group, Inc.
+0.64%
+$72.5 
SLV iShares Silver Trust
+0.59%
+$0.3 
ENFR Alerian Energy Infrastructure ETF
+0.33%
+$1,073.15 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$18,384.19 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.13%
+$3,796.38 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$9,768.95 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$9,016.98 
VZ Verizon Communications Inc.
+0.09%
+$23.62 
SECU iShares Securitized Income Active ETF
+0.07%
+$14.18 
CLOA iShares AAA CLO ETF
+0.07%
+$3,449.84 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$74.4 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$10,285.61 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.05%
+$343.47 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.05%
+$2,366.53 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$214.62 
XLI Industrial Select Sector SPDR Fund
+0.04%
+$224.8 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$125.84 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$3,957.43 
SHV iShares Short Treasury Bond ETF
+0.04%
+$4.76 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.03%
+$629.41 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,886.91 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.03%
+$402.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$398.5 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$210.5 
JA Janus Henderson AA-A CLO ETF
+0.02%
+$2 
UYLD Angel Oak UltraShort Income Fund
+0.02%
+$1,279.17 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$427.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.01%
+$33.4 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$93.78 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$472.14 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JABS Janus Henderson Asset-Backed Securities ETF
0%
$0 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GEHC GE HealthCare Technologies Inc.
-4.26%
-$58.8 
MSFT Microsoft Corp.
-2.11%
-$3,337.18 
GOOGL Alphabet Inc
-2.11%
-$441.32 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$816.34 
XLC Communication Services Select Sector SPDR Fund
-1.66%
-$56.1 
SMH VanEck Semiconductor ETF
-1.26%
-$309.17 
IBIT iShares Bitcoin Trust
-1.25%
-$121.48 
NVDA NVIDIA Corporation
-1.23%
-$101.8 
CRM Salesforce Inc
-1.16%
-$106.53 
VUG Vanguard Growth ETF
-1.16%
-$72.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$14,652.69 
VCR Vanguard Consumer Discretionary ETF
-1.02%
-$9,902.25 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$24,156.44 
QQQM Invesco NASDAQ 100 ETF
-0.96%
-$7,257.39 
COST Costco Wholesale Corporation
-0.93%
-$219.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.92%
-$1,305 
CGXU Capital Group International Focus Equity ETF
-0.91%
-$15,762.7 
IUSG iShares Core S&P U.S. Growth ETF
-0.85%
-$33,039.32 
KTOS Kratos Defense & Security Solutions, Inc.
-0.81%
-$331.74 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$315.52 
XLG Invesco S&P 500 Top 50 ETF
-0.74%
-$29,091.33 
NVAX Novavax Inc.
-0.72%
-$36.3 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$100.28 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$267.73 
XSD SPDR S&P Semiconductor ETF
-0.67%
-$20.46 
MJ Amplify Alternative Harvest ETF
-0.67%
-$5.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.67%
-$6,399.9 
IVV iShares Core S&P 500 ETF
-0.65%
-$79,833.49 
VOO Vanguard S&P 500 ETF
-0.65%
-$872.2 
AMZN Amazon.com Inc
-0.64%
-$160 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$3,042.65 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$114,708.67 
CGDV Capital Group Dividend Value ETF
-0.56%
-$27,493.95 
IEFA iShares Core MSCI EAFE ETF
-0.54%
-$1,703 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$911.8 
VGT Vanguard Information Technology ETF
-0.51%
-$33,862.72 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-0.49%
-$3,339.13 
XLF Financial Select Sector SPDR Fund
-0.48%
-$3,762 
AAPL Apple Inc.
-0.46%
-$3,192.02 
IHAK iShares Cybersecurity and Tech ETF
-0.44%
-$1,143.8 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.42%
-$4,266.99 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.37%
-$6.24 
XLP Consumer Staples Select Sector SPDR Fund
-0.35%
-$753.65 
CGCV Capital Group Conservative Equity ETF
-0.35%
-$9,646.66 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$5,252.85 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.3%
-$278.85 
WPM Wheaton Precious Metals Corp.
-0.27%
-$84 
FRDM Freedom 100 Emerging Markets ETF
-0.26%
-$1,379.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$288.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.25%
-$5,116.88 
DGRO iShares Core Dividend Growth ETF
-0.25%
-$159.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$598.26 
SCHM Schwab U.S. Mid-Cap ETF
-0.12%
-$108.39 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$37.4 
IVT InvenTrust Properties Corp.
-0.08%
-$62.64 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$657.72 
FNDF Schwab Fundamental International Large Company Index ETF
-0.06%
-$561.72 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.05%
-$430.92 
VHT Vanguard Health Care ETF
-0.05%
-$292.46 Events
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Dividends
Dividend Analysis
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| Trades 327 | Longs Won 223/327 68% | Profit Factor 20.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,095.16 |
| Average Win $63,747.19 | Best Trade (Jul 15) $3.28M | Sharpe Ratio -85.25 |
| Average Loss -$6,569.89 | Worst Trade (Jul 14) -$165,138.74 | Z-Score 4.81 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 4d | Expectancy $41,383.35 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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