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:
51.72%
Gain +0.11%
Monthly
1.25%
Yearly
16.1%
Drawdown
18.66%
$540M
Equity
Holdings
$540M
Investment
$432.73M
$133.94M
Profit +$285,218.53
Realized
$26.67M
Unrealized
$107.27M
Dividends
$22.45M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$285,218.53
Win %
68%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$2.58M
Win %
68%
This Month
Compared to last month
Gain
0.81%
Profit
$4.36M
Win %
68%
This Year
Compared to last year
Gain
0.52%
Profit
$2.77M
Win %
69%
SEV Aptera Motors Corp.
+4.82%
+$709.89 
AR Antero Resources Corporation
+3.21%
+$12,138.75 
F Ford Motor Company
+3.13%
+$4,205.35 
ROK Rockwell Automation, Inc.
+2.78%
+$10,184.68 
C Citigroup Inc.
+2.75%
+$11,682.19 
GE General Electric Company
+2.67%
+$9,653.72 
RTX RTX Corporation
+2.58%
+$12,262.08 
KMI Kinder Morgan, Inc.
+2.27%
+$12,241.84 
JPM JPMorgan Chase & Co.
+2.19%
+$154,436.68 
PM Philip Morris International Inc.
+2.17%
+$6,181.71 
AZO AutoZone Inc.
+1.98%
+$12,739.62 
BP BP p.l.c. Sponsored ADR
+1.95%
+$10,669.05 
TT Trane Technologies plc
+1.89%
+$7,257.6 
AM Antero Midstream Corporation
+1.83%
+$5,613.7 
COP ConocoPhillips
+1.53%
+$13,065.57 
BAC Bank of America Corporation
+1.44%
+$8,046.74 
MSI Motorola Solutions, Inc.
+1.44%
+$5,402.99 
ALL Allstate Corporation
+1.42%
+$4,142.57 
BA Boeing Company
+1.42%
+$2,942.34 
LIN Linde plc
+1.42%
+$6,184.28 
EPD Enterprise Products Partners L.P.
+1.41%
+$3,491.5 
FANG Diamondback Energy Inc
+1.35%
+$56,701.84 
XAR SPDR S&P Aerospace & Defense ETF
+1.35%
+$2,911.02 
AMT American Tower Corporation
+1.33%
+$45,084.6 
LLY Eli Lilly and Company
+1.24%
+$6,968.25 
MPLX MPLX LP
+1.21%
+$2,797.95 
PGR Progressive Corporation
+1.18%
+$41,141.52 
MO Altria Group, Inc.
+1.18%
+$6,313.59 
XLE Energy Select Sector SPDR Fund
+1.17%
+$3,113.76 
WMB The Williams Companies, Inc.
+1.14%
+$3,567.64 
PG Procter & Gamble Co
+1.13%
+$11,936.68 
PSA Public Storage Common Stock
+1.13%
+$4,329.01 
JNJ Johnson & Johnson
+1.1%
+$11,013.98 
ATO Atmos Energy Corporation
+1.09%
+$2,497.34 
IRM Iron Mountain Inc.
+1.08%
+$2,021.54 
HD The Home Depot, Inc.
+1.08%
+$30,409.56 
DIS The Walt Disney Company
+1.07%
+$2,846.16 
SO The Southern Company
+1.06%
+$10,216.3 
WEC WEC Energy Group Inc.
+1.06%
+$2,464.87 
ET Energy Transfer L.P.
+1.06%
+$6,355.86 
KO The Coca-Cola Company
+1.05%
+$9,421.61 
LOW Lowe's Companies Inc.
+1.04%
+$7,341.55 
PSX Phillips 66
+1.03%
+$10,142.52 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$24,094.28 
XLF Financial Select Sector SPDR Fund
+1%
+$3,211.78 
NEE NextEra Energy, Inc.
+0.99%
+$2,836.86 
ASML ASML Holding N.V. New York Registry Shares
+0.96%
+$1,900.8 
CVX Chevron Corporation
+0.95%
+$46,412.63 
FDX FedEx Corporation
+0.85%
+$1,772.54 
PHM PulteGroup Inc.
+0.81%
+$2,203.4 
AAPL Apple Inc.
+0.81%
+$77,998.46 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$3,020.4 
IGRO iShares International Dividend Growth ETF
+0.78%
+$3,150.27 
EFA iShares MSCI EAFE ETF
+0.77%
+$17,235.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.77%
+$3,675.84 
ISRG Intuitive Surgical, Inc.
+0.76%
+$2,350.47 
UPSD Aptus Large Cap Upside ETF
+0.71%
+$20,152.14 
MRK Merck & Co., Inc.
+0.7%
+$5,617.01 
VZ Verizon Communications Inc.
+0.7%
+$2,671.27 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.7%
+$207,080.39 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.69%
+$2,350.61 
PDT John Hancock Premium Dividend Fund
+0.68%
+$2,973.84 
V Visa Inc. Class A
+0.68%
+$30,780.11 
VYM Vanguard High Dividend Yield ETF
+0.67%
+$2,072.59 
TSLA Tesla, Inc.
+0.66%
+$10,514.84 
SYK Stryker Corporation
+0.66%
+$1,441.91 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$1,724 
CAT Caterpillar Inc.
+0.62%
+$4,403.14 
OSCV Opus Small Cap Value ETF
+0.6%
+$147,129.12 
NVDA NVIDIA Corporation
+0.53%
+$46,618.08 
T AT&T Inc.
+0.53%
+$3,582.5 
CL Colgate-Palmolive Company
+0.52%
+$2,291.52 
IYR iShares U.S. Real Estate ETF
+0.52%
+$1,365 
XOM Exxon Mobil Corporation
+0.5%
+$35,435.1 
ROP Roper Technologies Inc.
+0.49%
+$1,449.62 
AB AllianceBernstein Holding L.P.
+0.49%
+$1,371.39 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.44%
+$1,670.08 
VIG Vanguard Dividend Appreciation ETF
+0.43%
+$3,113.28 
MDIV FT Multi-Asset Diversified Income Fund
+0.42%
+$762.88 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.42%
+$909.3 
WSM Williams-Sonoma, Inc.
+0.39%
+$1,010.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$2,762.5 
CTAS Cintas Corporation
+0.36%
+$941.62 
WMT Walmart Inc.
+0.36%
+$18,212.68 
ABBV AbbVie Inc.
+0.36%
+$1,333.14 
GLD SPDR Gold Shares
+0.28%
+$1,702.37 
RSP Invesco S&P 500 Equal Weight ETF
+0.25%
+$10,985.02 
MPC Marathon Petroleum Corporation
+0.24%
+$1,332.83 
IJR iShares Core S&P Small-Cap ETF
+0.18%
+$3,777.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.18%
+$957.03 
ABT Abbott Laboratories
+0.09%
+$217.46 
SPYI NEOS S&P 500 High Income ETF
+0.08%
+$182.25 
VRTX Vertex Pharmaceuticals Incorporated
+0.08%
+$466.87 
BKAG BNY Mellon Core Bond ETF
+0.07%
+$3,197.7 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$158.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.07%
+$633.06 
DUBS Aptus Large Cap Enhanced Yield ETF
+0.07%
+$15,482.94 
JUCY Aptus Enhanced Yield ETF
+0.07%
+$13,853.08 
AMZN Amazon.com Inc
+0.06%
+$3,586.84 
IVV iShares Core S&P 500 ETF
+0.06%
+$1,040.98 
VOO Vanguard S&P 500 ETF
+0.06%
+$1,588.01 
DEFR Aptus Deferred Income ETF
+0.06%
+$805.63 
IJH iShares Core S&P Mid-Cap ETF
+0.06%
+$1,200.23 
USPX Franklin U.S. Equity Index ETF
+0.05%
+$173.81 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$15,376.55 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$9,304.84 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$372.52 
MUB iShares National Muni Bond ETF
+0.03%
+$68.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$46.48 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$54.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$67.05 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$218.27 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$557.18 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$15.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 7840
78409V112
0%
$0 
OCUL Ocular Therapeutix Inc.
-3.86%
-$182,012.4 
PANW Palo Alto Networks, Inc.
-3.72%
-$16,952.31 
CRWD CrowdStrike Holdings, Inc.
-3.67%
-$34,731.8 
NOW ServiceNow, Inc.
-2.82%
-$128,050.9 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.61%
-$73,570.41 
AMD Advanced Micro Devices, Inc.
-2.56%
-$49,523.73 
VG Venture Global Inc.
-2.4%
-$3,642 
ABTC Gryphon Digital Mining, Inc
-2.33%
-$250.46 
MARA MARA Holdings Inc
-2.22%
-$47,771.62 
INTC Intel Corporation
-2.18%
-$15,271.36 
NFLX Netflix, Inc.
-2.06%
-$4,970.87 
ORCL Oracle Corporation
-2.05%
-$11,959.45 
UNH UnitedHealth Group Incorporated
-1.96%
-$8,496.02 
META Meta Platforms Inc Class A
-1.68%
-$17,336.77 
AVGO Broadcom Inc.
-1.57%
-$53,858.54 
AMAT Applied Materials, Inc.
-1.53%
-$6,260.83 
ANET Arista Networks, Inc.
-1.5%
-$4,762.14 
APP AppLovin Corporation Class A Common Stock
-1.07%
-$65,256.22 
FSK FS KKR Capital Corp.
-1.07%
-$2,499.41 
FSCO FS Credit Opportunities Corp.
-1.07%
-$572.83 
TMO Thermo Fisher Scientific Inc.
-1%
-$3,266.5 
XLK State Street Technology Select Sector SPDR ETF
-0.95%
-$4,543.02 
SCHW Charles Schwab Corporation
-0.84%
-$2,190.67 
VGT Vanguard Information Technology ETF
-0.83%
-$4,750.14 
CSCO Cisco Systems, Inc.
-0.78%
-$3,878.6 
FPX First Trust US Equity Opportunities ETF
-0.74%
-$3,559.95 
RA Brookfield Real Assets Income Fund Inc.
-0.69%
-$1,279.92 
QQQM Invesco NASDAQ 100 ETF
-0.68%
-$19,539.27 
GOOGL Alphabet Inc
-0.67%
-$11,966.2 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$11,756.34 
SPEM SPDR Portfolio Emerging Markets ETF
-0.63%
-$81,876.93 
PWR Quanta Services Inc.
-0.63%
-$24,250.38 
GOOG Alphabet Inc
-0.57%
-$1,843.17 
APH Amphenol Corporation
-0.54%
-$36,190.88 
FUBO FuboTV Inc.
-0.53%
-$1,477.71 
MSFT Microsoft Corp.
-0.47%
-$51,109.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.35%
-$1,154.55 
VUG Vanguard Growth ETF
-0.35%
-$809.87 
BR Broadridge Financial Solutions, Inc.
-0.34%
-$1,293 
CPRT Copart Inc.
-0.34%
-$9,850.65 
PII Polaris Inc.
-0.34%
-$549 
IBM International Business Machines Corporation
-0.33%
-$1,195.81 
CHE Chemed Corporation
-0.21%
-$8,387.16 
MCD McDonald's Corporation
-0.21%
-$663 
IWM iShares Russell 2000 ETF
-0.2%
-$514.07 
AGD Abrdn Global Dynamic Dividend Fund
-0.18%
-$260.74 
ETN Eaton Corporation plc
-0.17%
-$341.03 
UBER Uber Technologies, Inc.
-0.11%
-$281.52 
DRSK Aptus Defined Risk ETF
-0.11%
-$44,859.27 
BNDX Vanguard Total International Bond ETF
-0.09%
-$176.4 
IDUB Aptus International Enhanced Fund
-0.07%
-$28,216.05 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.06%
-$156.84 
WM Waste Management, Inc.
-0.05%
-$99.55 
ACIO Aptus Collared Investment Opportunity ETF
-0.04%
-$25,846.24 
ADME Aptus Drawdown Managed Equity Fund
-0.04%
-$8,963.28 
XLV Health Care Select Sector SPDR Fund
-0.03%
-$76.3 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1446 | Longs Won 982/1446 67% | Profit Factor 6.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $626,502.18 |
| Average Win $161,311.27 | Best Trade (Oct 15) $13.95M | Sharpe Ratio -10.68 |
| Average Loss -$52,732.25 | Worst Trade (Jun 29) -$2.33M | Z-Score 7.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $92,627.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 492 | $200,209 | $200,209 | - | - | - | 0.0 |
| AAPL Apple Inc. | 28,057 | $5.52M | $9.67M | - | $4.16M | 75.4% | +0.813% |
| AB AllianceBernstein Holding L.P. | 8,067 | $287,298.74 | $281,780.31 | - | -$5,518.43 | -1.92% | +0.489% |
| ABBV AbbVie Inc. | 1,307 | $263,813.16 | $371,736.94 | - | $107,923.78 | 40.91% | +0.36% |
| ABT Abbott Laboratories | 2,289 | $274,413.17 | $239,829.97 | - | -$34,583.2 | -12.6% | +0.091% |
| ABTC Gryphon Digital Mining, Inc | 1,318.22 | $33,254.73 | $10,479.89 | - | -$22,774.84 | -68.49% | -2.334% |
| ACIO Aptus Collared Investment Opportunity ETF | 1.29M | $45.12M | $61.07M | - | $15.95M | 35.35% | -0.042% |
| ADME Aptus Drawdown Managed Equity Fund | 448,164 | $18.07M | $25.37M | - | $7.3M | 40.43% | -0.035% |
| AGD Abrdn Global Dynamic Dividend Fund | 13,037 | $122,284.94 | $146,275.14 | - | $23,990.2 | 19.62% | -0.178% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,165 | $166,791.58 | $218,296.95 | - | $51,505.37 | 30.88% | +0.418% |
| ALL Allstate Corporation | 1,222 | $260,896.51 | $296,933.78 | - | $36,037.27 | 13.81% | +1.415% |
| AM Antero Midstream Corporation | 15,380 | $195,463.37 | $311,983.3 | - | $116,519.93 | 59.61% | +1.832% |
| AMAT Applied Materials, Inc. | 952 | $254,402.4 | $403,108.69 | - | $148,706.29 | 58.45% | -1.529% |
| AMD Advanced Micro Devices, Inc. | 3,437 | $506,170.48 | $1.88M | - | $1.38M | 271.98% | -2.563% |
| AMT American Tower Corporation | 18,630 | $3.77M | $3.42M | - | -$345,861.37 | -9.17% | +1.334% |
| AMZN Amazon.com Inc | 23,817 | $4.43M | $6.07M | - | $1.64M | 36.97% | +0.059% |
| ANET Arista Networks, Inc. | 1,713 | $249,303.57 | $313,136.4 | - | $63,832.83 | 25.6% | -1.498% |
| APH Amphenol Corporation | 82,252 | $2.82M | $6.67M | - | $3.85M | 136.51% | -0.54% |
| APP AppLovin Corporation Class A Common Stock | 21,752 | $2.3M | $6.01M | - | $3.71M | 160.77% | -1.074% |
| AR Antero Resources Corporation | 10,375 | $357,548.13 | $390,203.75 | - | $32,655.62 | 9.13% | +3.211% |
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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 - $887,994.2, 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 $22.45M 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 S&P 500 ETF Trust - $689,450.88. 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.
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