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:
5.09%
Gain
Monthly
0.16%
Yearly
1.97%
Drawdown
31.83%
$538.53M
Equity
Holdings
$538.53M
Investment
$428.16M
$123.79M
Profit -$3.9M
Realized
$13.42M
Unrealized
$110.37M
Dividends
$21.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.9M
Win %
71%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$7.02M
Win %
71%
This Month
Compared to last month
Gain
-1.16%
Profit
-$6.33M
Win %
71%
This Year
Compared to last year
Gain
9.27%
Profit
$45.67M
Win %
71%
ABT Abbott Laboratories
+10.41%
+$22,451.05 
CTAS Cintas Corporation
+7.05%
+$17,695.8 
KNSL Kinsale Capital Group Inc.
+4.25%
+$9,570.37 
WM Waste Management, Inc.
+3.91%
+$9,000.78 
SYK Stryker Corporation
+3.6%
+$9,661.62 
MRK Merck & Co., Inc.
+3.48%
+$25,258.2 
UNH UnitedHealth Group Incorporated
+3.46%
+$15,982.47 
ABBV AbbVie Inc.
+3.14%
+$10,001.68 
BR Broadridge Financial Solutions, Inc.
+3.12%
+$68,107.6 
AZO AutoZone Inc.
+2.87%
+$22,943.04 
VZ Verizon Communications Inc.
+2.81%
+$11,663.19 
MPC Marathon Petroleum Corporation
+2.74%
+$9,443.07 
CL Colgate-Palmolive Company
+2.72%
+$11,914.65 
PSX Phillips 66
+2.68%
+$18,066.69 
PM Philip Morris International Inc.
+2.67%
+$6,960.08 
MCD McDonald's Corporation
+2.61%
+$9,011.04 
CPRT Copart Inc.
+2.58%
+$50,973.61 
T AT&T Inc.
+2.54%
+$15,917.27 
ISRG Intuitive Surgical, Inc.
+2.53%
+$7,712.62 
LOW Lowe's Companies Inc.
+2.3%
+$12,078.92 
ROP Roper Technologies Inc.
+2.28%
+$6,178.33 
MO Altria Group, Inc.
+2.18%
+$11,580.8 
KO The Coca-Cola Company
+2.06%
+$14,040.3 
URI United Rentals, Inc.
+2.03%
+$4,771.19 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$5,145.63 
CHE Chemed Corporation
+2.02%
+$71,395.17 
PSA Public Storage Common Stock
+2.02%
+$6,379.09 
SPGI S&P Global Inc.
+1.94%
+$4,498.83 
WMT Walmart Inc.
+1.93%
+$94,149.79 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$8,608.16 
V Visa Inc. Class A
+1.79%
+$69,298.56 
LLY Eli Lilly and Company
+1.75%
+$9,660.38 
HD The Home Depot, Inc.
+1.66%
+$49,346.01 
FUBO FuboTV Inc.
+1.66%
+$5,582.46 
IYR iShares U.S. Real Estate ETF
+1.63%
+$5,056.19 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.63%
+$5,617.3 
DIS The Walt Disney Company
+1.63%
+$5,364.1 
OSCV Opus Small Cap Value ETF
+1.62%
+$403,195.8 
PG Procter & Gamble Co
+1.61%
+$18,049.92 
ET Energy Transfer L.P.
+1.48%
+$8,915.49 
CVX Chevron Corporation
+1.48%
+$63,400.9 
PHM PulteGroup Inc.
+1.46%
+$4,492.65 
IBM International Business Machines Corporation
+1.44%
+$8,036.78 
MSFT Microsoft Corp.
+1.39%
+$105,273.8 
JNJ Johnson & Johnson
+1.35%
+$14,084.78 
XOM Exxon Mobil Corporation
+1.31%
+$78,195.28 
LNG Cheniere Energy Inc.
+1.16%
+$3,454.32 
AAPL Apple Inc.
+1.12%
+$102,028 
AM Antero Midstream Corporation
+1.11%
+$3,918.75 
EPD Enterprise Products Partners L.P.
+1.11%
+$3,266.47 
XLE Energy Select Sector SPDR Fund
+1.11%
+$2,171.25 
KMI Kinder Morgan, Inc.
+1.09%
+$5,800.9 
CHDN Churchill Downs Incorporated
+1%
+$8,629.2 
FDX FedEx Corporation
+0.97%
+$2,150.25 
MSI Motorola Solutions, Inc.
+0.97%
+$3,428.6 
COP ConocoPhillips
+0.96%
+$6,874.75 
SO The Southern Company
+0.91%
+$9,906.84 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$2,352 
FANG Diamondback Energy Inc
+0.83%
+$38,039.5 
MDIV FT Multi-Asset Diversified Income Fund
+0.82%
+$2,162.12 
UBER Uber Technologies, Inc.
+0.81%
+$2,213.09 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$16,886.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$4,145.44 
ATO Atmos Energy Corporation
+0.69%
+$1,701.26 
FSK FS KKR Capital Corp.
+0.69%
+$1,648.58 
FSCO FS Credit Opportunities Corp.
+0.62%
+$312.45 
SHEL Shell plc
+0.61%
+$1,241.24 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$2,144.62 
VONV Vanguard Russell 1000 Value Index Fund
+0.6%
+$2,050.8 
VRTX Vertex Pharmaceuticals Incorporated
+0.58%
+$3,305.42 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$22,552.16 
MPLX MPLX LP
+0.55%
+$1,256.43 
WEC WEC Energy Group Inc.
+0.51%
+$1,270.78 
WMB The Williams Companies, Inc.
+0.5%
+$1,787.1 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$3,344.2 
VG Venture Global Inc.
+0.42%
+$624.92 
AB AllianceBernstein Holding L.P.
+0.34%
+$1,042.73 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$950.04 
AMZN Amazon.com Inc
+0.31%
+$19,818.4 
AMT American Tower Corporation
+0.28%
+$7,623.75 
AGD Abrdn Global Dynamic Dividend Fund
+0.25%
+$391.05 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$4,968.76 
HON Honeywell International Inc.
+0.21%
+$301.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$1,924.83 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$493.74 
GOOGL Alphabet Inc
+0.18%
+$3,334.93 
GOOG Alphabet Inc
+0.17%
+$560.59 
NFLX Netflix, Inc.
+0.16%
+$415.36 
LIN Linde plc
+0.13%
+$637.72 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.08%
+$236.17 
XLF Financial Select Sector SPDR Fund
+0.08%
+$262.04 
ALL Allstate Corporation
+0.06%
+$291 
IWM iShares Russell 2000 ETF
+0.04%
+$101.2 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$416 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$446.9 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$281.38 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,091.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$27.37 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$24.95 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$97.14 
RA Brookfield Real Assets Income Fund Inc.
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
APLD Applied Digital Corporation
-9.06%
-$228,028.89 
MP MP Materials Corp.
-9.01%
-$14,683.68 
CRDO Credo Technology Group Holding Ltd.
-8.99%
-$603,597.42 
OCUL Ocular Therapeutix Inc.
-8.94%
-$470,178.1 
USAR USA Rare Earth, Inc.
-8.52%
-$13,162.9 
GLXY Galaxy Digital Inc. Class A Common Stock
-8%
-$306,997.94 
MARA MARA Holdings Inc
-6.47%
-$209,722.59 
GE General Electric Company
-5.91%
-$24,663.52 
CRWV CoreWeave, Inc.
-5.55%
-$283,524.32 
AMD Advanced Micro Devices, Inc.
-5.53%
-$102,070.08 
INTC Intel Corporation
-5.2%
-$58,186.6 
FCX Freeport-McMoRan Inc.
-4.95%
-$73,887.32 
ETN Eaton Corporation plc
-4.95%
-$10,475.46 
ORCL Oracle Corporation
-4.6%
-$35,864.01 
MS Morgan Stanley
-4.22%
-$14,472.84 
ABTC Gryphon Digital Mining, Inc
-4.22%
-$318.53 
CAT Caterpillar Inc.
-3.83%
-$36,330 
AVGO Broadcom Inc.
-3.49%
-$40,246.25 
PWR Quanta Services Inc.
-3.43%
-$191,905.99 
CSCO Cisco Systems, Inc.
-3.12%
-$34,931.41 
ANET Arista Networks, Inc.
-3.04%
-$8,978.02 
APP AppLovin Corporation Class A Common Stock
-2.77%
-$270,352.12 
FPX First Trust US Equity Opportunities ETF
-2.75%
-$14,239.82 
XAR SPDR S&P Aerospace & Defense ETF
-2.74%
-$7,098.03 
NVDA NVIDIA Corporation
-2.44%
-$250,634.3 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$10,385.5 
APH Amphenol Corporation
-2.25%
-$68,870.7 
AMAT Applied Materials, Inc.
-2.23%
-$12,170.64 
VGT Vanguard Information Technology ETF
-2.03%
-$87,940.16 
C Citigroup Inc.
-1.92%
-$8,971.73 
NOW ServiceNow, Inc.
-1.82%
-$36,288.35 
GLD SPDR Gold Shares
-1.78%
-$9,229.6 
META Meta Platforms Inc Class A
-1.75%
-$90,641.82 
TT Trane Technologies plc
-1.6%
-$6,906.9 
VONG Vanguard Russell 1000 Growth Fund
-1.45%
-$5,037.92 
TSLA Tesla, Inc.
-1.43%
-$62,340.99 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$38,180.15 
RTX RTX Corporation
-1.38%
-$6,876.93 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$25,643.34 
CRWD CrowdStrike Holdings, Inc.
-1.35%
-$12,644.28 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$154,990.17 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$3,508.08 
IDUB Aptus International Enhanced Fund
-1.17%
-$444,506.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$8,033.11 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$318,501.82 
AIRR First Trust RBA American Industrial Renaissance ETF
-1%
-$4,342.26 
PGR Progressive Corporation
-0.94%
-$27,063 
BA Boeing Company
-0.93%
-$2,253.3 
EFA iShares MSCI EAFE ETF
-0.85%
-$19,607.59 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.76%
-$2,831.11 
IRM Iron Mountain Inc.
-0.58%
-$1,187.62 
PLTR Palantir Technologies Inc.
-0.55%
-$1,331.09 
ACIO Aptus Collared Investment Opportunity ETF
-0.52%
-$308,068.98 
DRSK Aptus Defined Risk ETF
-0.5%
-$212,028.42 
JPM JPMorgan Chase & Co.
-0.47%
-$35,035.52 
F Ford Motor Company
-0.46%
-$776.68 
DUBS Aptus Large Cap Enhanced Yield ETF
-0.39%
-$81,905.87 
BP BP p.l.c. Sponsored ADR
-0.39%
-$3,428.32 
VOO Vanguard S&P 500 ETF
-0.39%
-$9,035.28 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$115,929.46 
IVV iShares Core S&P 500 ETF
-0.38%
-$6,881.7 
DEFR Aptus Deferred Income ETF
-0.26%
-$3,678.92 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.26%
-$488.93 
PANW Palo Alto Networks, Inc.
-0.24%
-$1,080.16 
BNDX Vanguard Total International Bond ETF
-0.22%
-$463.05 
ADME Aptus Drawdown Managed Equity Fund
-0.21%
-$52,432.27 
AR Antero Resources Corporation
-0.21%
-$726.25 
JUCY Aptus Enhanced Yield ETF
-0.18%
-$35,969.36 
NEE NextEra Energy, Inc.
-0.18%
-$653.28 
VO Vanguard Mid-Cap ETF
-0.18%
-$2,309.56 
MUB iShares National Muni Bond ETF
-0.17%
-$420.5 
PDT John Hancock Premium Dividend Fund
-0.15%
-$743.3 
IGRO iShares International Dividend Growth ETF
-0.13%
-$522 
BKAG BNY Mellon Core Bond ETF
-0.11%
-$4,681.44 
UPSD Aptus Large Cap Upside ETF
-0.1%
-$2,815.89 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$196.55 
BAC Bank of America Corporation
-0.1%
-$676.56 
SCHW Charles Schwab Corporation
-0.06%
-$194.35 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$125.72 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$95.72 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$111.79 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$435.08 Events
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Dividends
Dividend Analysis
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| Trades 1281 | Longs Won 868/1281 67% | Profit Factor 6.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $649,765.08 |
| Average Win $166,731.73 | Best Trade (Jul 13) $12.98M | Sharpe Ratio -10.95 |
| Average Loss -$50,681.18 | Worst Trade (Jul 16) -$2.51M | Z-Score 8.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $96,636.86 |
| 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 | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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