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:
13.6%
Gain
Monthly
0.69%
Yearly
8.62%
Drawdown
16.1%
$1.43B
Equity
Holdings
$1.43B
Investment
$1.29B
$131.5M
Profit -$4.55M
Realized
-$4.51M
Unrealized
$136.01M
Dividends
$14.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.55M
Win %
65%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$11.76M
Win %
65%
This Month
Compared to last month
Gain
-0.45%
Profit
-$6.42M
Win %
65%
This Year
Compared to last year
Gain
9.77%
Profit
$126.87M
Win %
73%
ROIV Roivant Sciences Ltd
+2.09%
+$5,621.78 
LPTH Lightpath Technologies Inc.
+1.95%
+$2,263.82 
PANW Palo Alto Networks, Inc.
+1.85%
+$144,838.02 
MRVL Marvell Technology, Inc.
+1.75%
+$11,021.5 
XOM Exxon Mobil Corporation
+1.52%
+$131,025.38 
FNV Franco-Nevada Corporation
+1.43%
+$3,228.97 
ABT Abbott Laboratories
+1.37%
+$58,927.5 
CVX Chevron Corporation
+1.35%
+$82,331.04 
PSX Phillips 66
+1.29%
+$105,487.2 
ABBV AbbVie Inc.
+0.95%
+$67,759.35 
GLD SPDR Gold Shares
+0.94%
+$748,135.26 
SGOL abrdn Physical Gold Shares ETF
+0.94%
+$2,608.89 
IAU iShares Gold Trust
+0.92%
+$2,952.51 
COP ConocoPhillips
+0.8%
+$72,604.8 
XLE Energy Select Sector SPDR Fund
+0.71%
+$241,760.3 
RTX RTX Corporation
+0.66%
+$4,116.36 
IYZ iShares U.S. Telecommunications ETF
+0.62%
+$3,459.25 
AMT American Tower Corporation
+0.54%
+$26,440.96 
MRK Merck & Co., Inc.
+0.32%
+$23,371.64 
MET MetLife Inc.
+0.3%
+$18,900.84 
AVGO Broadcom Inc.
+0.27%
+$18,343.08 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$1,909.11 
IEF iShares 7-10 Year Treasury Bond ETF
+0.14%
+$21,414.1 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.09%
+$1,262.6 
JPM JPMorgan Chase & Co.
+0.09%
+$6,257.78 
CW Curtiss-Wright Corporation
+0.08%
+$224 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$24,498.98 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$28,015.4 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,731.39 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.04%
+$2,009.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$266.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$51.07 
BPRE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CION Cion Investment Corporation
-6.18%
-$57,248.8 
MSIF MSC Income Fund Inc.
-2.54%
-$4,151.53 
OMC Omnicom Group Inc.
-2.52%
-$142,900.72 
META Meta Platforms Inc Class A
-2.23%
-$94,271.46 
IQV IQVIA Holdings Inc.
-2.03%
-$97,502.68 
GOOG Alphabet Inc
-1.98%
-$82,880 
MA Mastercard Incorporated
-1.83%
-$58,013.44 
PEP PepsiCo, Inc.
-1.82%
-$94,885.61 
ELV Elevance Health, Inc.
-1.82%
-$90,319.27 
MCD McDonald's Corporation
-1.78%
-$83,223.43 
DXCM DexCom, Inc.
-1.78%
-$75,058.69 
TSLA Tesla, Inc.
-1.77%
-$10,540.53 
MSFT Microsoft Corp.
-1.76%
-$155,377.68 
SRFM Surf Air Mobility Inc.
-1.68%
-$379.24 
WM Waste Management, Inc.
-1.67%
-$99,702.9 
ADP Automatic Data Processing Inc.
-1.53%
-$83,143.49 
AMGN Amgen Inc.
-1.45%
-$93,457.04 
SCHE Schwab Emerging Markets Equity ETF
-1.42%
-$81,157.32 
TXN Texas Instruments Inc
-1.36%
-$112,931.07 
IP International Paper Company
-1.32%
-$64,400.5 
C Citigroup Inc.
-1.24%
-$88,760.02 
INTU Intuit Inc.
-1.06%
-$21,671.45 
CRM Salesforce Inc
-0.97%
-$29,697.18 
VEEV Veeva Systems Inc.
-0.97%
-$37,349.57 
IJS iShares S&P Small-Cap 600 Value ETF
-0.86%
-$2.32M 
NVDA NVIDIA Corporation
-0.82%
-$38,991.64 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$32,805.76 
AAPL Apple Inc.
-0.78%
-$63,420.63 
GPC Genuine Parts Company
-0.75%
-$39,629.46 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$32,801.36 
DUK Duke Energy Corporation
-0.69%
-$37,934.61 
VZ Verizon Communications Inc.
-0.67%
-$38,737.04 
UL Unilever PLC Sponsored American Depositary Receipt
-0.67%
-$33,435.78 
PG Procter & Gamble Co
-0.66%
-$35,153.89 
IYW iShares U.S. Technology ETF
-0.66%
-$2,539.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.65%
-$25,559.91 
KMB Kimberly-Clark Corporation
-0.64%
-$36,997.8 
WMT Walmart Inc.
-0.64%
-$3,444.14 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$252,642.66 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$138,963.99 
SCHB Schwab U.S. Broad Market ETF
-0.57%
-$39,963 
PLTR Palantir Technologies Inc.
-0.56%
-$9,208.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$4,978.41 
AZN AstraZeneca PLC American Depositary Shares
-0.54%
-$30,342.13 
SPLV Invesco S&P 500 Low Volatility ETF
-0.53%
-$1,162.76 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$35,659.26 
EIX Edison International
-0.47%
-$1,400.08 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.46%
-$30,052.26 
SO The Southern Company
-0.45%
-$25,268.09 
MMM 3M Company
-0.43%
-$2,109.33 
AMZN Amazon.com Inc
-0.4%
-$15,229.17 
SCHD Schwab U.S. Dividend Equity ETF
-0.38%
-$26,530.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.33%
-$846,118.12 
XLRE The Real Estate Select Sector SPDR Fund
-0.28%
-$13,297 
IWM iShares Russell 2000 ETF
-0.26%
-$699,716.89 
QCOM QUALCOMM Incorporated
-0.25%
-$23,113.44 
IYM iShares U.S. Basic Materials ETF
-0.24%
-$2,136.96 
GD General Dynamics Corporation
-0.22%
-$7,814.94 
SCHF Schwab International Equity ETF
-0.18%
-$59,336.15 
SLB Schlumberger Limited
-0.18%
-$592.11 
RGLD Royal Gold Inc.
-0.14%
-$478.86 
BRK-B Berkshire Hathaway Inc.
-0.11%
-$5,691.33 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$955.29 
SCHM Schwab U.S. Mid-Cap ETF
-0.04%
-$147.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 431 | Longs Won 206/431 47% | Profit Factor 2.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.8M |
| Average Win $988,059.78 | Best Trade (Jul 13) $43.75M | Sharpe Ratio -1.49 |
| Average Loss -$320,185.42 | Worst Trade (Mar 31) -$45.23M | Z-Score -5.66 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 5d | Expectancy $305,101.15 |
| 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% | 0.18% |
| Consecutive Losing Trades | 4,444 | 4,000 | 3,556 | 3,111 | 2,667 | 2,222 | 1,778 | 1,333 | 889 | 444 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
