Peter David N Soliman Portfolio
Invests via Second Line Capital, LLC | Managed by Peter David N. Soliman, John D. Bordelon
Invests via Second Line Capital, LLC
Managed by Peter David N. Soliman, John D. Bordelon
Automatically Tracked
Peter David N Soliman Profile
Senior investment professional and corporate operator with experience across private markets, M&A and strategic corporate development, primarily active in mid-market transactions and operational turnarounds. Known for aligning capital allocation with productivity and margin improvement initiatives, advising boards on governance and capital structure, and sourcing cross-border deal flow in technology, industrials and services sectors. Peter David N Soliman combines deal execution with portfolio management skills, often working with institutional LPs and family offices to optimize exit timing and value realization.
Senior investment professional and corporate operator with experience across private markets, M&A and strategic corporate development, primarily active in mid-market transactions and operational turnarounds. Known for aligning capital allocation with productivity and margin improvement initiatives, advising boards on governance and capital structure, and sourcing cross-border deal flow in technology, industrials and services sectors. Peter David N Soliman combines deal execution with portfolio management skills, often working with institutional LPs and family offices to optimize exit timing and value realization.
Investment Philosophy & Strategy
Deploys a value-oriented, operationally-driven private markets approach focused on mid-market buyouts, add-ons and turnaround situations. Capital allocation prioritizes productivity and margin improvement initiatives, tight governance, and disciplined capital structure optimization to accelerate cash-flow conversion. Investment horizon is typically mid-to-long, with active portfolio management and hands-on operational oversight to de-risk exits. Sector lens centers on technology-enabled services, industrials and select tech plays, using cross-border sourcing and structured deal terms to align incentives with institutional LPs and family-office partners for staged value realization.
Deploys a value-oriented, operationally-driven private markets approach focused on mid-market buyouts, add-ons and turnaround situations. Capital allocation prioritizes productivity and margin improvement initiatives, tight governance, and disciplined capital structure optimization to accelerate cash-flow conversion. Investment horizon is typically mid-to-long, with active portfolio management and hands-on operational oversight to de-risk exits. Sector lens centers on technology-enabled services, industrials and select tech plays, using cross-border sourcing and structured deal terms to align incentives with institutional LPs and family-office partners for staged value realization.
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:
54.07%
Gain -0.49%
Monthly
1.36%
Yearly
17.58%
Drawdown
18.66%
$545.9M
Equity
Holdings
$545.9M
Investment
$432.73M
$139.84M
Profit -$1.89M
Realized
$26.67M
Unrealized
$113.17M
Dividends
$21.71M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$1.89M
Win %
72%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$848,644.92
Win %
72%
This Month
Compared to last month
Gain
-0.35%
Profit
-$1.89M
Win %
72%
This Year
Compared to last year
Gain
1.62%
Profit
$8.67M
Win %
72%
ANET Arista Networks, Inc.
+6.39%
+$21,669.43 
ORCL Oracle Corporation
+5.36%
+$33,859.8 
OCUL Ocular Therapeutix Inc.
+4.82%
+$300,160.8 
GLXY Galaxy Digital Inc. Class A Common Stock
+4.72%
+$146,554.6 
AMAT Applied Materials, Inc.
+4.29%
+$21,458.11 
VG Venture Global Inc.
+3.78%
+$6,070 
MPC Marathon Petroleum Corporation
+3.52%
+$13,592.66 
INTC Intel Corporation
+3.32%
+$23,788.08 
NVDA NVIDIA Corporation
+3.03%
+$264,838.76 
CSCO Cisco Systems, Inc.
+2.87%
+$15,559.5 
FPX First Trust US Equity Opportunities ETF
+2.67%
+$13,313.41 
WMT Walmart Inc.
+2.43%
+$117,708.25 
SEV Aptera Motors Corp.
+2.28%
+$511.45 
WEC WEC Energy Group Inc.
+2.28%
+$5,324.13 
WMB The Williams Companies, Inc.
+1.92%
+$6,277.24 
MRK Merck & Co., Inc.
+1.92%
+$13,835 
AMD Advanced Micro Devices, Inc.
+1.81%
+$29,592.5 
APH Amphenol Corporation
+1.63%
+$56,137.2 
IRM Iron Mountain Inc.
+1.61%
+$3,264.29 
SCHW Charles Schwab Corporation
+1.52%
+$4,547.72 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$7,030.27 
CAT Caterpillar Inc.
+1.45%
+$11,887.54 
FDX FedEx Corporation
+1.35%
+$3,046.69 
C Citigroup Inc.
+1.33%
+$6,228.21 
BAC Bank of America Corporation
+1.27%
+$8,748.81 
FSCO FS Credit Opportunities Corp.
+1.19%
+$624.9 
VGT Vanguard Information Technology ETF
+1.19%
+$6,659.51 
PWR Quanta Services Inc.
+1.11%
+$44,439 
COP ConocoPhillips
+1.1%
+$8,308.98 
ABT Abbott Laboratories
+1.08%
+$2,723.91 
MPLX MPLX LP
+1.08%
+$2,595.2 
GLD SPDR Gold Shares
+0.99%
+$6,300.39 
ROK Rockwell Automation, Inc.
+0.98%
+$3,814.91 
IYR iShares U.S. Real Estate ETF
+0.92%
+$2,566.2 
JPM JPMorgan Chase & Co.
+0.87%
+$65,842.47 
UNH UnitedHealth Group Incorporated
+0.84%
+$3,624.4 
PANW Palo Alto Networks, Inc.
+0.84%
+$3,954.73 
ET Energy Transfer L.P.
+0.82%
+$5,145.22 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.81%
+$252,097.86 
KMI Kinder Morgan, Inc.
+0.79%
+$4,108 
IDUB Aptus International Enhanced Fund
+0.78%
+$311,936.24 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$12,699.73 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$20,665.99 
CHE Chemed Corporation
+0.72%
+$29,317.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.71%
+$5,270 
UPSD Aptus Large Cap Upside ETF
+0.67%
+$18,573.4 
SO The Southern Company
+0.65%
+$6,452.4 
AM Antero Midstream Corporation
+0.63%
+$2,153.2 
MSI Motorola Solutions, Inc.
+0.62%
+$2,370.25 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$1,282.79 
IWM iShares Russell 2000 ETF
+0.57%
+$1,578.97 
MCD McDonald's Corporation
+0.56%
+$2,055.31 
PSX Phillips 66
+0.54%
+$4,166.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.53%
+$1,496.06 
AMT American Tower Corporation
+0.52%
+$16,394.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.48%
+$2,820.72 
SPEM SPDR Portfolio Emerging Markets ETF
+0.48%
+$62,982.25 
LLY Eli Lilly and Company
+0.43%
+$2,366.99 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$9,714.6 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$1,636.05 
JNJ Johnson & Johnson
+0.41%
+$4,207.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.39%
+$1,288.8 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.39%
+$1,039.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.38%
+$3,657.68 
EFA iShares MSCI EAFE ETF
+0.38%
+$8,833.13 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$8,701.45 
XAR SPDR S&P Aerospace & Defense ETF
+0.35%
+$965.57 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$1,026.61 
VUG Vanguard Growth ETF
+0.32%
+$719.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$1,438.43 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.3%
+$67,092.74 
MDIV FT Multi-Asset Diversified Income Fund
+0.3%
+$565.1 
KO The Coca-Cola Company
+0.27%
+$2,233.99 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$656.19 
IVV iShares Core S&P 500 ETF
+0.25%
+$4,435.53 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$80,202.66 
VOO Vanguard S&P 500 ETF
+0.25%
+$6,861.83 
ATO Atmos Energy Corporation
+0.23%
+$533.13 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$1,654.4 
ACIO Aptus Collared Investment Opportunity ETF
+0.21%
+$129,231.2 
OSCV Opus Small Cap Value ETF
+0.21%
+$55,173.42 
XLF Financial Select Sector SPDR Fund
+0.21%
+$694.44 
SPYI NEOS S&P 500 High Income ETF
+0.2%
+$445.5 
USPX Franklin U.S. Equity Index ETF
+0.2%
+$664.95 
DRSK Aptus Defined Risk ETF
+0.19%
+$82,241.99 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$517.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$7,860.84 
XLE Energy Select Sector SPDR Fund
+0.16%
+$399.2 
EPD Enterprise Products Partners L.P.
+0.16%
+$418.98 
ETN Eaton Corporation plc
+0.15%
+$341.02 
ABTC Gryphon Digital Mining, Inc
+0.14%
+$13.18 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.14%
+$479.48 
AZO AutoZone Inc.
+0.11%
+$676.24 
ADME Aptus Drawdown Managed Equity Fund
+0.09%
+$23,304.53 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.08%
+$303.65 
RA Brookfield Real Assets Income Fund Inc.
+0.08%
+$159.99 
DEFR Aptus Deferred Income ETF
+0.07%
+$1,063.44 
BKAG BNY Mellon Core Bond ETF
+0.07%
+$3,197.7 
JUCY Aptus Enhanced Yield ETF
+0.07%
+$13,854.01 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$132.35 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$10,533.78 
NEE NextEra Energy, Inc.
+0.05%
+$145.48 
MUB iShares National Muni Bond ETF
+0.05%
+$113.85 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$2,228.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$46.48 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$186.26 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$436.54 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$63.88 
CL Colgate-Palmolive Company
+0.01%
+$47.74 
ISRG Intuitive Surgical, Inc.
+0.01%
+$28.83 
FUBO FuboTV Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 7840
78409V112
0%
$0 
APP AppLovin Corporation Class A Common Stock
-4.68%
-$324,539.62 
UBER Uber Technologies, Inc.
-4.05%
-$11,190.42 
META Meta Platforms Inc Class A
-3.38%
-$28,317.22 
HD The Home Depot, Inc.
-3.12%
-$100,908.78 
PHM PulteGroup Inc.
-2.46%
-$7,807.7 
ALL Allstate Corporation
-2.44%
-$7,808.59 
LOW Lowe's Companies Inc.
-2.39%
-$18,955.2 
PGR Progressive Corporation
-2.35%
-$81,303.64 
LIN Linde plc
-2.26%
-$9,834.6 
MSFT Microsoft Corp.
-2.26%
-$228,988.36 
PII Polaris Inc.
-2.24%
-$4,788.49 
WSM Williams-Sonoma, Inc.
-2.17%
-$5,608.64 
NOW ServiceNow, Inc.
-2.04%
-$79,458.6 
AMZN Amazon.com Inc
-1.83%
-$118,846.59 
TSLA Tesla, Inc.
-1.59%
-$23,415.36 
AB AllianceBernstein Holding L.P.
-1.54%
-$4,598.19 
CPRT Copart Inc.
-1.4%
-$42,513.31 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$29,257.34 
TT Trane Technologies plc
-1.12%
-$4,544.4 
F Ford Motor Company
-1.07%
-$1,638.45 
ROP Roper Technologies Inc.
-1.07%
-$3,275.09 
IBM International Business Machines Corporation
-1.02%
-$3,789.32 
T AT&T Inc.
-1.02%
-$7,165 
MO Altria Group, Inc.
-1%
-$4,717.04 
V Visa Inc. Class A
-0.94%
-$38,760.11 
AR Antero Resources Corporation
-0.93%
-$3,631.25 
BA Boeing Company
-0.87%
-$2,248.09 
AAPL Apple Inc.
-0.87%
-$74,631.62 
CTAS Cintas Corporation
-0.86%
-$2,150.55 
BR Broadridge Financial Solutions, Inc.
-0.85%
-$3,146.3 
PG Procter & Gamble Co
-0.78%
-$7,577.85 
NFLX Netflix, Inc.
-0.78%
-$1,928.5 
GE General Electric Company
-0.74%
-$3,169.54 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$4,410.02 
FSK FS KKR Capital Corp.
-0.65%
-$1,738.72 
VZ Verizon Communications Inc.
-0.61%
-$2,498.93 
AGD Abrdn Global Dynamic Dividend Fund
-0.56%
-$912.59 
BP BP p.l.c. Sponsored ADR
-0.53%
-$2,596.7 
ABBV AbbVie Inc.
-0.53%
-$1,738.32 
RTX RTX Corporation
-0.49%
-$2,798.43 
PSA Public Storage Common Stock
-0.47%
-$1,976.03 
FANG Diamondback Energy Inc
-0.43%
-$18,615.6 
MARA MARA Holdings Inc
-0.41%
-$10,329 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$935.3 
DIS The Walt Disney Company
-0.3%
-$747.72 
SYK Stryker Corporation
-0.27%
-$705.93 
WM Waste Management, Inc.
-0.23%
-$479.66 
GOOG Alphabet Inc
-0.18%
-$590.94 
PDT John Hancock Premium Dividend Fund
-0.16%
-$743.46 
IGRO iShares International Dividend Growth ETF
-0.09%
-$377.14 
GOOGL Alphabet Inc
-0.08%
-$1,323.82 
CRWD CrowdStrike Holdings, Inc.
-0.05%
-$464.6 
CVX Chevron Corporation
-0.03%
-$1,332.42 
XOM Exxon Mobil Corporation
-0.03%
-$2,036.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$140.46 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$49.82 
PM Philip Morris International Inc.
-0.02%
-$42.78 
AVGO Broadcom Inc.
-0.01%
-$297.98 Events
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Dividends
Dividend Analysis
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| Trades 1446 | Longs Won 1008/1446 69% | Profit Factor 7.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,611.42 |
| Average Win $160,220.35 | Best Trade (Aug 14) $13.89M | Sharpe Ratio -10.68 |
| Average Loss -$49,462.4 | Worst Trade (Jun 29) -$2.33M | Z-Score 9.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $96,706.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 492 | $200,209 | $200,209 | - | - | - | 0.0 |
| AAPL Apple Inc. | 28,057 | $5.52M | $8.48M | - | $2.97M | 53.76% | -0.872% |
| AB AllianceBernstein Holding L.P. | 8,067 | $287,298.74 | $294,042.15 | - | $6,743.41 | 2.35% | -1.54% |
| ABBV AbbVie Inc. | 1,307 | $263,813.16 | $325,129.31 | - | $61,316.15 | 23.24% | -0.532% |
| ABT Abbott Laboratories | 2,289 | $274,413.17 | $253,872.99 | - | -$20,540.18 | -7.49% | +1.085% |
| ABTC Gryphon Digital Mining, Inc | 1,318.22 | $33,254.73 | $9,135.3 | - | -$24,119.43 | -72.53% | +0.145% |
| ACIO Aptus Collared Investment Opportunity ETF | 1.29M | $45.12M | $61.22M | - | $16.09M | 35.67% | +0.212% |
| ADME Aptus Drawdown Managed Equity Fund | 448,164 | $18.07M | $25.45M | - | $7.38M | 40.88% | +0.092% |
| AGD Abrdn Global Dynamic Dividend Fund | 13,037 | $122,284.94 | $161,398.06 | - | $39,113.12 | 31.99% | -0.562% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,165 | $166,791.58 | $267,269.25 | - | $100,477.67 | 60.24% | +0.39% |
| ALL Allstate Corporation | 1,222 | $260,896.51 | $312,636.48 | - | $51,739.97 | 19.83% | -2.437% |
| AM Antero Midstream Corporation | 15,380 | $195,463.37 | $342,051.2 | - | $146,587.83 | 75% | +0.633% |
| AMAT Applied Materials, Inc. | 952 | $254,402.4 | $521,838.82 | - | $267,436.42 | 105.12% | +4.288% |
| AMD Advanced Micro Devices, Inc. | 3,437 | $506,170.48 | $1.66M | - | $1.15M | 227.92% | +1.815% |
| AMT American Tower Corporation | 18,630 | $3.77M | $3.18M | - | -$594,571.87 | -15.77% | +0.519% |
| AMZN Amazon.com Inc | 23,817 | $4.43M | $6.37M | - | $1.93M | 43.62% | -1.833% |
| ANET Arista Networks, Inc. | 1,713 | $249,303.57 | $360,586.5 | - | $111,282.93 | 44.64% | +6.394% |
| APH Amphenol Corporation | 41,126 | $2.82M | $3.49M | - | $676,228.99 | 23.99% | +1.632% |
| APP AppLovin Corporation Class A Common Stock | 21,752 | $2.3M | $6.61M | - | $4.3M | 186.69% | -4.682% |
| AR Antero Resources Corporation | 10,375 | $357,548.13 | $388,855 | - | $31,306.87 | 8.76% | -0.925% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Peter David N Soliman?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $5.58M, Credo Technology Group Holding Ltd - $5.22M, Aptus International Enhanced Fund - $3.49M, Aptus Enhanced Yield ETF - $3.24M, and Aptus Defined Risk ETF - $2.97M. 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: CoreWeave, Inc - $2.18M, GigaCloud Technology Inc Class A Ordinary Shares - $1.63M, Viking Therapeutics Inc - $1.38M, UnitedHealth Group Incorporated - $890,467.32, and Albemarle Corporation - $849,967.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter David N Soliman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.71M earned over time. The largest contributors to dividend income include Aptus International Enhanced Fund - $3.49M, Aptus Enhanced Yield ETF - $3.24M, Aptus Defined Risk ETF - $2.97M, SPDR Portfolio Developed World ex-US ETF - $1.81M, and SPDR Portfolio Emerging Markets ETF - $648,935.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter David N Soliman's monthly returns?
Peter David N Soliman's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Peter David N Soliman's strategy be considered aggressive or moderate?
Peter David N Soliman's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Peter David N Soliman's strategy?
Peter David N Soliman'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.
