Adam Weisner Portfolio
Invests via Sherman Porfolios LLC | Managed by Adam Weisner
Invests via Sherman Porfolios LLC
Managed by Adam Weisner
Automatically Tracked
Seasoned investor and operator focused on technology and consumer growth equity, bringing hands-on scaling experience and deal execution across venture and private markets. Adam Weisner is a former founder and investment professional who combines financial analysis, capital-raising and board-level governance to drive revenue expansion and operational improvements. He specializes in growth-stage value creation, strategic M&A and structuring follow-on financings for founder-led businesses.
Seasoned investor and operator focused on technology and consumer growth equity, bringing hands-on scaling experience and deal execution across venture and private markets. Adam Weisner is a former founder and investment professional who combines financial analysis, capital-raising and board-level governance to drive revenue expansion and operational improvements. He specializes in growth-stage value creation, strategic M&A and structuring follow-on financings for founder-led businesses.
Investment Philosophy & Strategy
Focuses on growth equity in technology and consumer businesses, prioritizing founder-led companies with clear unit economics and scalable go-to-market models. Emphasizes active board-level partnership, operational roadmaps and follow-on financing cadence to accelerate revenue expansion and margin improvement. Employs rigorous financial underwriting, milestone-based capital deployment and a multi-stage exit time horizon of three to seven years. Risk is managed via stage-appropriate covenants, concentrated but diversified sector exposure, and a bias toward companies where hands-on operating experience drives measurable value creation.
Focuses on growth equity in technology and consumer businesses, prioritizing founder-led companies with clear unit economics and scalable go-to-market models. Emphasizes active board-level partnership, operational roadmaps and follow-on financing cadence to accelerate revenue expansion and margin improvement. Employs rigorous financial underwriting, milestone-based capital deployment and a multi-stage exit time horizon of three to seven years. Risk is managed via stage-appropriate covenants, concentrated but diversified sector exposure, and a bias toward companies where hands-on operating experience drives measurable value creation.
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:
33.19%
Gain +0.79%
Monthly
1.44%
Yearly
18.67%
Drawdown
16.09%
$1.44B
Equity
Holdings
$1.44B
Investment
$1.26B
$143.99M
Profit +$8.79M
Realized
-$26.71M
Unrealized
$170.7M
Dividends
$15.27M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.79%
Profit
$8.79M
Win %
75%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$9.33M
Win %
75%
This Month
Compared to last month
Gain
-0.36%
Profit
-$5.2M
Win %
75%
This Year
Compared to last year
Gain
2.25%
Profit
$31.53M
Win %
67%
PLTR Palantir Technologies Inc.
+7.99%
+$163,732.77 
TSLA Tesla, Inc.
+6.59%
+$35,766.3 
FNV Franco-Nevada Corporation
+3.77%
+$11,178.54 
CRM Salesforce Inc
+3.58%
+$159,086.4 
META Meta Platforms Inc Class A
+3.54%
+$130,998.71 
AMT American Tower Corporation
+3.18%
+$158,756.05 
MSFT Microsoft Corp.
+3.12%
+$336,210.29 
OMC Omnicom Group Inc.
+2.82%
+$154,543.33 
C Citigroup Inc.
+2.8%
+$203,664.16 
WMT Walmart Inc.
+2.42%
+$12,101.69 
MRVL Marvell Technology, Inc.
+2.31%
+$16,013 
NVDA NVIDIA Corporation
+2.22%
+$111,990.57 
MET MetLife Inc.
+2.2%
+$142,294.4 
EIX Edison International
+2.15%
+$4,484.04 
RGLD Royal Gold Inc.
+2.14%
+$10,010.78 
ELV Elevance Health, Inc.
+2.08%
+$109,733.31 
IQV IQVIA Holdings Inc.
+2%
+$117,505.19 
IAU iShares Gold Trust
+1.9%
+$6,696.64 
GLD SPDR Gold Shares
+1.87%
+$1.62M 
SGOL abrdn Physical Gold Shares ETF
+1.87%
+$5,732.22 
AZN AstraZeneca PLC American Depositary Shares
+1.81%
+$97,196.89 
GOOG Alphabet Inc
+1.68%
+$65,388.7 
AMZN Amazon.com Inc
+1.6%
+$61,650.82 
JPM JPMorgan Chase & Co.
+1.59%
+$115,560.22 
SRFM Surf Air Mobility Inc.
+1.42%
+$285.19 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.4%
+$52,544.7 
INTU Intuit Inc.
+1.37%
+$32,012.82 
QQQ Invesco QQQ Trust, Series 1
+1.26%
+$52,486.8 
SCHX Schwab U.S. Large-Cap ETF
+1.18%
+$464,825.99 
CW Curtiss-Wright Corporation
+1.15%
+$2,574 
SCHF Schwab International Equity ETF
+1.14%
+$364,128.64 
SCHB Schwab U.S. Broad Market ETF
+1.14%
+$79,574.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.12%
+$10,453.43 
SPY SPDR S&P 500 ETF Trust
+1.08%
+$264,002.48 
XLRE The Real Estate Select Sector SPDR Fund
+1.06%
+$47,074.28 
VZ Verizon Communications Inc.
+1%
+$65,279 
VEEV Veeva Systems Inc.
+0.91%
+$48,572.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.89%
+$2.22M 
WM Waste Management, Inc.
+0.85%
+$45,559.01 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.73%
+$46,287.84 
SPLV Invesco S&P 500 Low Volatility ETF
+0.72%
+$1,550.34 
AAPL Apple Inc.
+0.68%
+$53,458.04 
ADP Automatic Data Processing Inc.
+0.68%
+$40,038.7 
SO The Southern Company
+0.67%
+$34,766.44 
SCHM Schwab U.S. Mid-Cap ETF
+0.64%
+$2,216.03 
DFAS Dimensional U.S. Small Cap ETF
+0.52%
+$33,558 
EEM iShares MSCI Emerging Markets ETF
+0.49%
+$19,619.16 
RTX RTX Corporation
+0.46%
+$2,967.63 
DUK Duke Energy Corporation
+0.46%
+$23,844.7 
SCHE Schwab Emerging Markets Equity ETF
+0.44%
+$24,967.63 
MRK Merck & Co., Inc.
+0.41%
+$35,139.12 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$20,706.84 
MSIF MSC Income Fund Inc.
+0.32%
+$562.92 
IWM iShares Russell 2000 ETF
+0.3%
+$791,394.33 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$17,656.89 
PANW Palo Alto Networks, Inc.
+0.2%
+$14,584.51 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.2%
+$2,511.45 
IJS iShares S&P Small-Cap 600 Value ETF
+0.19%
+$495,667.12 
BND Vanguard Total Bond Market Index Fund
+0.19%
+$57,089.61 
IYM iShares U.S. Basic Materials ETF
+0.18%
+$1,321.24 
IEF iShares 7-10 Year Treasury Bond ETF
+0.17%
+$23,611.52 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$1,559.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.16%
+$2,191.28 
AMGN Amgen Inc.
+0.16%
+$12,241.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$59,556.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.11%
+$5,920.36 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$2,798.18 
IYZ iShares U.S. Telecommunications ETF
+0.08%
+$203.49 
ROIV Roivant Sciences Ltd
+0.06%
+$150.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$38.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$112.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BPRE
BPRE
0%
$0 
AVGO Broadcom Inc.
-2.72%
-$178,292.52 
ABT Abbott Laboratories
-1.68%
-$80,740.74 
SLB Schlumberger Limited
-1.26%
-$5,085.18 
KMB Kimberly-Clark Corporation
-0.9%
-$51,509.78 
COP ConocoPhillips
-0.88%
-$96,184.3 
TXN Texas Instruments Inc
-0.83%
-$60,182.56 
XOM Exxon Mobil Corporation
-0.71%
-$68,344.29 
UL Unilever PLC Sponsored American Depositary Receipt
-0.62%
-$31,685.52 
CION Cion Investment Corporation
-0.55%
-$5,868 
LPTH Lightpath Technologies Inc.
-0.48%
-$505.77 
PSX Phillips 66
-0.46%
-$47,637.62 
MCD McDonald's Corporation
-0.43%
-$19,034.57 
MA Mastercard Incorporated
-0.4%
-$13,202.34 
XLE Energy Select Sector SPDR Fund
-0.37%
-$138,026.93 
PEP PepsiCo, Inc.
-0.29%
-$15,203.21 
DXCM DexCom, Inc.
-0.28%
-$13,269.5 
GPC Genuine Parts Company
-0.25%
-$14,258.58 
PG Procter & Gamble Co
-0.24%
-$12,524.76 
ABBV AbbVie Inc.
-0.2%
-$14,460.16 
IP International Paper Company
-0.15%
-$7,046.65 
CVX Chevron Corporation
-0.11%
-$7,924.8 
QCOM QUALCOMM Incorporated
-0.08%
-$7,612.76 
MMM 3M Company
-0.04%
-$213.99 
GD General Dynamics Corporation
-0.01%
-$380.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 506 | Longs Won 326/506 64% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.81M |
| Average Win $792,186.55 | Best Trade (Aug 17) $51.63M | Sharpe Ratio -1.14 |
| Average Loss -$632,822.52 | Worst Trade (Mar 31) -$45.23M | Z-Score 2.39 (98.29%) |
| Commissions $0 | Avg. Trade Length 6m 1w 1d | Expectancy $284,566.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.27% |
| Consecutive Losing Trades | 2,268 | 2,041 | 1,814 | 1,587 | 1,361 | 1,134 | 907 | 680 | 454 | 227 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,299 | $6.27M | $7.95M | - | $1.68M | 26.88% | +0.677% |
| ABBV AbbVie Inc. | 27,808 | $6.34M | $7.26M | - | $928,426.28 | 14.66% | -0.199% |
| ABT Abbott Laboratories | 43,409 | $5.3M | $4.71M | - | -$581,948.25 | -10.99% | -1.684% |
| ADP Automatic Data Processing Inc. | 21,073 | $5.19M | $5.96M | - | $775,049.44 | 14.93% | +0.676% |
| AMGN Amgen Inc. | 17,242 | $5.67M | $7.65M | - | $1.97M | 34.77% | +0.16% |
| AMT American Tower Corporation | 28,891 | $4.99M | $5.15M | - | $168,579.46 | 3.38% | +3.178% |
| AMZN Amazon.com Inc | 15,092 | $3.44M | $3.91M | - | $472,612.09 | 13.75% | +1.602% |
| AVGO Broadcom Inc. | 17,865 | $6.18M | $6.38M | - | $199,467.68 | 3.23% | -2.718% |
| AZN AstraZeneca PLC American Depositary Shares | 33,173 | $6.54M | $5.46M | - | -$1.08M | -16.56% | +1.813% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,541 | $232,196.65 | $232,285.51 | - | $88.86 | 0.04% | +0.016% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 496,303 | $38.61M | $37.22M | - | -$1.38M | -3.58% | +0.16% |
| BND Vanguard Total Bond Market Index Fund | 422,886 | $31.07M | $30.43M | - | -$636,065.81 | -2.05% | +0.188% |
| BPRE BPRE | 219,883 | $3.3M | $3.65M | - | $354,012 | 10.73% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 10,458 | $5.25M | $5.3M | - | $59,142.94 | 1.13% | +0.392% |
| C Citigroup Inc. | 54,166 | $6.31M | $7.48M | - | $1.17M | 18.48% | +2.799% |
| CION Cion Investment Corporation | 143,122 | $1.38M | $1.06M | - | -$323,601.16 | -23.38% | -0.55% |
| COP ConocoPhillips | 79,821 | $8.7M | $10.85M | - | $2.16M | 24.78% | -0.878% |
| CRM Salesforce Inc | 17,292 | $3.23M | $4.6M | - | $1.37M | 42.57% | +3.581% |
| CVX Chevron Corporation | 33,020 | $5.09M | $6.99M | - | $1.9M | 37.36% | -0.113% |
| CW Curtiss-Wright Corporation | 400 | $220,508 | $227,186 | - | $6,678 | 3.03% | +1.146% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Adam Weisner?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $10.17M, iShares U.S. Telecommunications ETF - $9.84M, SPDR Gold Shares - $6.01M, iShares U.S. Financials ETF - $3.87M, and Marriott International Inc. - Class A - $3.47M. 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: Microsoft Corp - $44.91M, S&P Global Inc - $30.06M, The Goldman Sachs Group, Inc - $4.98M, The Walt Disney Company - $3.69M, and Sea Ltd - $3.38M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Weisner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.27M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.24M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.08M, iShares S&P Small-Cap 600 Value ETF - $1.05M, The Goldman Sachs Group, Inc - $785,731.5, and iShares U.S. Telecommunications ETF - $689,188.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Weisner's monthly returns?
Adam Weisner'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 Adam Weisner's strategy be considered aggressive or moderate?
Adam Weisner'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 Adam Weisner's strategy?
Adam Weisner's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
