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:
27.96%
Gain +0.77%
Monthly
1.15%
Yearly
14.78%
Drawdown
16.09%
$1.39B
Equity
Holdings
$1.39B
Investment
$1.26B
$94.72M
Profit +$9.64M
Realized
-$26.02M
Unrealized
$120.74M
Dividends
$19.06M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$9.64M
Win %
67%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$5.52M
Win %
67%
This Month
Compared to last month
Gain
1.01%
Profit
$13.85M
Win %
67%
This Year
Compared to last year
Gain
-1.26%
Profit
-$17.73M
Win %
64%
SRFM Surf Air Mobility Inc.
+10.42%
+$2,636.46 
IP International Paper Company
+6.94%
+$283,788.02 
INTU Intuit Inc.
+6.75%
+$142,543.8 
VEEV Veeva Systems Inc.
+5.47%
+$309,910.77 
KMB Kimberly-Clark Corporation
+4.17%
+$217,602.54 
CRM Salesforce Inc
+3.85%
+$157,097.82 
DXCM DexCom, Inc.
+3.53%
+$156,314.71 
RGLD Royal Gold Inc.
+3.5%
+$14,203.02 
WM Waste Management, Inc.
+3.49%
+$184,439.82 
IQV IQVIA Holdings Inc.
+3.36%
+$196,213.38 
CION Cion Investment Corporation
+3.35%
+$32,202.45 
AZN AstraZeneca PLC American Depositary Shares
+3.28%
+$176,148.66 
AMGN Amgen Inc.
+3.02%
+$221,904.71 
ADP Automatic Data Processing Inc.
+2.73%
+$161,020.9 
QCOM QUALCOMM Incorporated
+2.62%
+$245,494.1 
MA Mastercard Incorporated
+2.48%
+$84,347.96 
OMC Omnicom Group Inc.
+2.28%
+$120,014.13 
FNV Franco-Nevada Corporation
+1.91%
+$5,120.64 
MCD McDonald's Corporation
+1.77%
+$71,718.9 
WMT Walmart Inc.
+1.74%
+$9,506.77 
LPTH Lightpath Technologies Inc.
+1.7%
+$1,490.81 
ABT Abbott Laboratories
+1.7%
+$75,965.75 
GPC Genuine Parts Company
+1.62%
+$89,325.81 
UL Unilever PLC Sponsored American Depositary Receipt
+1.42%
+$71,670.57 
SGOL abrdn Physical Gold Shares ETF
+1.41%
+$4,041.95 
IAU iShares Gold Trust
+1.39%
+$4,578.53 
MSIF MSC Income Fund Inc.
+1.38%
+$2,251.68 
GLD SPDR Gold Shares
+1.37%
+$1.11M 
MSFT Microsoft Corp.
+1.3%
+$150,584.12 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$88,282.7 
IJS iShares S&P Small-Cap 600 Value ETF
+1.18%
+$2.88M 
ABBV AbbVie Inc.
+1.08%
+$84,536.32 
SCHM Schwab U.S. Mid-Cap ETF
+1.04%
+$3,496.39 
AMT American Tower Corporation
+1.03%
+$53,593.09 
IWM iShares Russell 2000 ETF
+0.94%
+$2.31M 
DFAS Dimensional U.S. Small Cap ETF
+0.92%
+$56,729 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$37,456.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$10,719.62 
IEF iShares 7-10 Year Treasury Bond ETF
+0.75%
+$98,873.24 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.73%
+$44,359.18 
ROIV Roivant Sciences Ltd
+0.71%
+$1,801.92 
MMM 3M Company
+0.7%
+$3,546.09 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.67%
+$243,188.47 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$182,855.91 
IYM iShares U.S. Basic Materials ETF
+0.6%
+$4,235.74 
C Citigroup Inc.
+0.6%
+$39,812.01 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$4,677.61 
GD General Dynamics Corporation
+0.49%
+$15,699.75 
SPLV Invesco S&P 500 Low Volatility ETF
+0.49%
+$1,033.56 
EIX Edison International
+0.49%
+$1,021.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.47%
+$6,152.44 
GOOG Alphabet Inc
+0.46%
+$18,499.65 
META Meta Platforms Inc Class A
+0.46%
+$20,938.56 
MET MetLife Inc.
+0.43%
+$28,861.6 
PG Procter & Gamble Co
+0.4%
+$21,570.42 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,870.2 
SCHF Schwab International Equity ETF
+0.35%
+$108,100.69 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.35%
+$842,694.46 
VZ Verizon Communications Inc.
+0.34%
+$19,583.7 
PEP PepsiCo, Inc.
+0.3%
+$14,461.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.28%
+$2,569.91 
SCHB Schwab U.S. Broad Market ETF
+0.27%
+$19,002.8 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.26%
+$14,531.81 
AMZN Amazon.com Inc
+0.18%
+$6,866.86 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$65,468.45 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$40,469.19 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$2,798.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$50.82 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$112.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BPRE
BPRE
0%
$0 
PSX Phillips 66
-3.42%
-$410,371.62 
MRVL Marvell Technology, Inc.
-3.07%
-$25,258.97 
IYZ iShares U.S. Telecommunications ETF
-1.9%
-$4,476.78 
XLE Energy Select Sector SPDR Fund
-1.86%
-$721,771.83 
NVDA NVIDIA Corporation
-1.62%
-$80,458.15 
PANW Palo Alto Networks, Inc.
-1.54%
-$124,806.35 
AVGO Broadcom Inc.
-1.5%
-$92,630.02 
TSLA Tesla, Inc.
-1.44%
-$8,030.86 
XOM Exxon Mobil Corporation
-1.43%
-$149,062.22 
CVX Chevron Corporation
-1.37%
-$100,545.9 
TXN Texas Instruments Inc
-0.91%
-$72,815.22 
EEM iShares MSCI Emerging Markets ETF
-0.89%
-$33,887.64 
SLB Schlumberger Limited
-0.67%
-$2,263.95 
CW Curtiss-Wright Corporation
-0.57%
-$1,136 
RTX RTX Corporation
-0.49%
-$2,903.81 
PLTR Palantir Technologies Inc.
-0.44%
-$10,766.33 
JPM JPMorgan Chase & Co.
-0.41%
-$28,277.54 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$16,791.12 
COP ConocoPhillips
-0.37%
-$42,305.13 
MRK Merck & Co., Inc.
-0.33%
-$27,771.24 
DUK Duke Energy Corporation
-0.27%
-$14,090.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.22%
-$8,353.53 
SCHE Schwab Emerging Markets Equity ETF
-0.18%
-$9,835.74 
SO The Southern Company
-0.17%
-$8,764.65 
ELV Elevance Health, Inc.
-0.16%
-$8,786.42 
AAPL Apple Inc.
-0.15%
-$12,149.5 Events
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Dividends
Dividend Analysis
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| Trades 506 | Longs Won 313/506 61% | Profit Factor 1.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.11M |
| Average Win $690,672.94 | Best Trade (Oct 15) $23.44M | Sharpe Ratio -1.14 |
| Average Loss -$631,181.89 | Worst Trade (Mar 31) -$45.23M | Z-Score 0.82 (58.97%) |
| Commissions $0 | Avg. Trade Length 6m 2w 6d | Expectancy $187,186.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 2,193 | 1,974 | 1,754 | 1,535 | 1,316 | 1,096 | 877 | 658 | 439 | 219 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,299 | $6.27M | $8.32M | - | $2.06M | 32.82% | -0.146% |
| ABBV AbbVie Inc. | 27,808 | $6.34M | $7.92M | - | $1.58M | 25.01% | +1.079% |
| ABT Abbott Laboratories | 43,409 | $5.3M | $4.55M | - | -$750,809.26 | -14.18% | +1.7% |
| ADP Automatic Data Processing Inc. | 21,073 | $5.19M | $6.07M | - | $878,330.32 | 16.92% | +2.726% |
| AMGN Amgen Inc. | 17,242 | $5.67M | $7.57M | - | $1.89M | 33.38% | +3.02% |
| AMT American Tower Corporation | 28,891 | $4.99M | $5.24M | - | $250,629.9 | 5.03% | +1.034% |
| AMZN Amazon.com Inc | 15,092 | $3.44M | $3.84M | - | $404,245.33 | 11.76% | +0.179% |
| AVGO Broadcom Inc. | 17,865 | $6.18M | $6.09M | - | -$89,856 | -1.45% | -1.497% |
| AZN AstraZeneca PLC American Depositary Shares | 33,173 | $6.54M | $5.55M | - | -$991,208.78 | -15.15% | +3.277% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,541 | $232,196.65 | $232,590.43 | - | $393.78 | 0.17% | +0.022% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 496,303 | $38.61M | $36.51M | - | -$2.1M | -5.43% | +0.671% |
| BND Vanguard Total Bond Market Index Fund | 422,886 | $31.07M | $29.95M | - | -$1.12M | -3.59% | +0.614% |
| BPRE BPRE | 219,883 | $3.3M | $3.3M | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 10,458 | $5.25M | $5.52M | - | $279,074.68 | 5.32% | +0.361% |
| C Citigroup Inc. | 54,166 | $6.31M | $6.66M | - | $349,010.14 | 5.53% | +0.601% |
| CION Cion Investment Corporation | 143,122 | $1.38M | $993,982.29 | - | -$390,009.77 | -28.18% | +3.348% |
| COP ConocoPhillips | 79,821 | $8.7M | $11.32M | - | $2.62M | 30.12% | -0.372% |
| CRM Salesforce Inc | 17,292 | $3.23M | $4.24M | - | $1.01M | 31.27% | +3.85% |
| CVX Chevron Corporation | 33,020 | $5.09M | $7.23M | - | $2.15M | 42.2% | -1.371% |
| CW Curtiss-Wright Corporation | 400 | $220,508 | $199,056 | - | -$21,452 | -9.73% | -0.567% |
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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 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 - $44.89M, 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 $19.06M earned over time. The largest contributors to dividend income include iShares S&P Small-Cap 600 Value ETF - $2.12M, iShares Russell 2000 ETF - $1.32M, Vanguard Total Bond Market Index Fund - $1.24M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.08M, and The Goldman Sachs Group, Inc - $785,731.5. 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.
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