Jill R. Seidman Portfolio
Invests via Expect Equity LLC | Managed by Jill R. Seidman
Invests via Expect Equity LLC
Managed by Jill R. Seidman
Automatically Tracked
Jill R. Seidman Profile
Seasoned investor and board director with operational and finance experience, Jill R. Seidman has worked across private equity, growth investing and corporate strategy, advising companies in healthcare, technology and financial services. Known for governance, portfolio management and M&A oversight, she focuses on scaling revenue models, capital structure optimization and exit preparedness for founder-led and PE-backed businesses.
Seasoned investor and board director with operational and finance experience, Jill R. Seidman has worked across private equity, growth investing and corporate strategy, advising companies in healthcare, technology and financial services. Known for governance, portfolio management and M&A oversight, she focuses on scaling revenue models, capital structure optimization and exit preparedness for founder-led and PE-backed businesses.
Investment Philosophy & Strategy
Combines operational rigor and finance discipline to back founder-led and PE-backed companies in healthcare, technology and financial services. Prioritizes investments where board governance, capital-structure optimization and repeatable revenue scaling can drive exit value; targets mid-market growth and buyout opportunities where she can secure significant influence. Emphasizes measurable KPIs, staged capital deployment, active portfolio oversight and pragmatic M&A-driven exit planning on a medium-to-long time horizon.
Combines operational rigor and finance discipline to back founder-led and PE-backed companies in healthcare, technology and financial services. Prioritizes investments where board governance, capital-structure optimization and repeatable revenue scaling can drive exit value; targets mid-market growth and buyout opportunities where she can secure significant influence. Emphasizes measurable KPIs, staged capital deployment, active portfolio oversight and pragmatic M&A-driven exit planning on a medium-to-long time horizon.
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:
36.27%
Gain +1.29%
Monthly
1.45%
Yearly
18.88%
Drawdown
23.14%
$144.68M
Equity
Holdings
$144.68M
Investment
$126.98M
$32.33M
Profit +$1.57M
Realized
$14.63M
Unrealized
$17.7M
Dividends
$2.29M
Goals
Avg. 40% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.29%
Profit
$1.57M
Win %
59%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$383,607.9
Win %
59%
This Month
Compared to last month
Gain
2.23%
Profit
$3.16M
Win %
59%
This Year
Compared to last year
Gain
-3.97%
Profit
-$5.98M
Win %
61%
VYX NCR Voyix Corp
+5.89%
+$82,526.45 
ROCK Gibraltar Industries Inc.
+5.29%
+$132,437.98 
CPRT Copart Inc.
+4.89%
+$53,850.5 
SARO StandardAero, Inc.
+4.73%
+$113,488.43 
BIRK Birkenstock Holding plc
+4.33%
+$64,312.5 
KRC Kilroy Realty Corporation
+4.08%
+$57,790.48 
COO The Cooper Companies, Inc.
+3.94%
+$90,828 
YUMC Yum China Holdings Inc.
+3.59%
+$87,358 
SN SharkNinja, Inc.
+3.58%
+$151,761.82 
IOT Samsara Inc. Class A Common Stock
+3.47%
+$89,245.46 
TYL Tyler Technologies Inc.
+3.28%
+$60,332.25 
HQY HealthEquity Inc.
+2.89%
+$62,920 
CNM Core & Main Inc.
+2.76%
+$55,865.6 
CON Concentra Group Holdings Inc.
+2.75%
+$140,234.5 
CUZ Cousins Properties Incorporated
+2.7%
+$105,154.73 
INFU InfuSystem Holdings Inc.
+2.57%
+$64,686.65 
BEPC Brookfield Renewable Corporation
+2.56%
+$31,158.72 
FHN First Horizon Corporation
+2.54%
+$91,589.45 
ADNT Adient plc
+2.45%
+$30,529.14 
IGIC International General Insurance Holdings Ltd.
+2.34%
+$25,630.1 
KNSL Kinsale Capital Group Inc.
+2.29%
+$11,850.3 
AVY Avery Dennison Corporation
+2.1%
+$45,666.5 
NCLH Norwegian Cruise Line Holdings Ltd.
+1.98%
+$29,100.87 
LW Lamb Weston Holdings, Inc.
+1.9%
+$43,154.7 
SE Sea Ltd.
+1.6%
+$34,195.5 
MAMA Mama's Creations Inc.
+1.58%
+$26,999.32 
COLB Columbia Banking System, Inc.
+1.57%
+$62,948.46 
BRKR Bruker Corporation
+1.54%
+$60,645.15 
ACNT Ascent Industries Co.
+1.48%
+$22,660.4 
EWBC East West Bancorp Inc.
+1.47%
+$47,168.25 
ISRG Intuitive Surgical, Inc.
+1.27%
+$18,304.43 
RDNT RadNet Inc.
+1.19%
+$26,109.26 
CXT Crane NXT Co.
+1.1%
+$27,468.8 
VSEC VSE Corporation
+1.07%
+$23,184.3 
CHEF The Chefs' Warehouse, Inc.
+1.03%
+$24,626.16 
VMD Viemed Healthcare Inc.
+0.98%
+$20,208.49 
CACI Caci International Inc.
+0.65%
+$26,200.13 
CMC Commercial Metals Company
+0.61%
+$16,352 
LYTS Lsi Industries Inc.
+0.55%
+$15,642.99 
EPAC Enerpac Tool Group Corp.
+0.27%
+$2,792.81 
BV Brightview Holdings Inc.
+0.24%
+$2,912.1 
OSK Oshkosh Corporation
+0.23%
+$6,735.25 
OPCH Option Care Health Inc.
+0.1%
+$3,845.13 
LNTH Lantheus Holdings, Inc.
+0.05%
+$1,664.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTMI TTM Technologies, Inc.
-7.09%
-$83,635.3 
MOD Modine Manufacturing Company
-4.69%
-$47,071.4 
CECO CECO Environmental Corp.
-4.29%
-$84,326.7 
MKSI MKS Instruments Inc.
-4.16%
-$104,046.07 
TTI Tetra Technologies Inc.
-3.28%
-$5,591.77 
BELFB Bel Fuse Inc.
-3.03%
-$52,230.55 
VITL Vital Farms Inc.
-2.92%
-$29,479.58 
ST Sensata Technologies Holding plc
-1.88%
-$30,759.75 
LAKE Lakeland Industries Inc.
-1.45%
-$11,625.8 
TIC Acuren Corporation
-1.32%
-$15,924.97 
SLB Schlumberger Limited
-1.28%
-$22,284.04 
SM SM Energy Company
-1.26%
-$45,986.88 
ITRI Itron Inc.
-1.07%
-$13,585.86 
HAE Haemonetics Corporation
-1.03%
-$51,385.07 
LMB Limbach Holdings Inc.
-0.29%
-$4,842.18 
GVA Granite Construction Incorporated
-0.29%
-$3,671.64 
ATI ATI Inc.
-0.28%
-$12,001.85 
SYNA Synaptics Incorporated
-0.2%
-$4,062.49 
NEOG Neogen Corporation
-0.12%
-$2,523.81 
FLS Flowserve Corporation
-0.01%
-$183.97 Events
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Dividends
Dividend Analysis
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No Data
| Trades 252 | Longs Won 157/252 62% | Profit Factor 2.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,296.15 |
| Average Win $315,679.52 | Best Trade (Jun 30) $2.67M | Sharpe Ratio -45.89 |
| Average Loss -$181,375.36 | Worst Trade (Oct 14) -$1.15M | Z-Score 0.42 (32.57%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $128,297.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 797 | 718 | 638 | 558 | 478 | 399 | 319 | 239 | 159 | 80 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACNT Ascent Industries Co. | 113,302 | $1.47M | $1.56M | - | $85,652.38 | 5.81% | +1.475% |
| ADNT Adient plc | 70,998 | $1.3M | $1.28M | - | -$26,979 | -2.07% | +2.447% |
| ATI ATI Inc. | 22,645 | $2.28M | $4.24M | - | $1.96M | 86.17% | -0.282% |
| AVY Avery Dennison Corporation | 12,650 | $2.27M | $2.22M | - | -$46,655.1 | -2.06% | +2.101% |
| BELFB Bel Fuse Inc. | 7,715 | $620,122.86 | $1.67M | - | $1.05M | 169.46% | -3.031% |
| BEPC Brookfield Renewable Corporation | 43,276 | $1.61M | $1.25M | - | -$356,594.12 | -22.2% | +2.557% |
| BIRK Birkenstock Holding plc | 43,750 | $1.64M | $1.55M | - | -$90,170.11 | -5.5% | +4.334% |
| BRKR Bruker Corporation | 70,930 | $3.97M | $4M | - | $32,355.35 | 0.81% | +1.538% |
| BV Brightview Holdings Inc. | 116,484 | $1.8M | $1.23M | - | -$565,763.05 | -31.43% | +0.237% |
| CACI Caci International Inc. | 6,718 | $2.82M | $4.08M | - | $1.27M | 44.96% | +0.646% |
| CECO CECO Environmental Corp. | 31,524 | $952,970.62 | $1.88M | - | $929,485.04 | 97.54% | -4.288% |
| CHEF The Chefs' Warehouse, Inc. | 21,048 | $1.06M | $2.4M | - | $1.34M | 127.06% | +1.035% |
| CMC Commercial Metals Company | 40,880 | $2.14M | $2.69M | - | $548,903.12 | 25.69% | +0.613% |
| CNM Core & Main Inc. | 49,880 | $2.54M | $2.08M | - | -$458,063.02 | -18.07% | +2.763% |
| COLB Columbia Banking System, Inc. | 143,065 | $3.84M | $4.07M | - | $229,194.5 | 5.96% | +1.57% |
| CON Concentra Group Holdings Inc. | 136,150 | $2.88M | $5.24M | - | $2.36M | 82.25% | +2.75% |
| COO The Cooper Companies, Inc. | 42,050 | $3.05M | $2.4M | - | -$652,923.03 | -21.4% | +3.936% |
| CPRT Copart Inc. | 41,907 | $1.27M | $1.15M | - | -$117,130.07 | -9.21% | +4.892% |
| CUZ Cousins Properties Incorporated | 145,041 | $4.41M | $4M | - | -$408,350.66 | -9.26% | +2.699% |
| CXT Crane NXT Co. | 47,360 | $2.01M | $2.53M | - | $512,435.2 | 25.45% | +1.099% |
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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 Jill R. Seidman?
The largest contributions to the portfolio's profits come from the following stocks: TTM Technologies, Inc - $3.98M, MKS Instruments Inc - $3.74M, Bel Fuse Inc - $2.67M, CECO Environmental Corp - $2.19M, and Modine Manufacturing Company - $1.47M. 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: Lakeland Industries Inc - $1.27M, Nomad Foods Ltd - $885,260.08, Northern Oil and Gas Inc - $867,256.89, Integra LifeSciences Holdings Corporation - $769,076, and Civitas Resources Inc - $766,372. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jill R. Seidman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.29M earned over time. The largest contributors to dividend income include Columbia Banking System, Inc - $354,542.8, Cousins Properties Incorporated - $325,808.64, First Horizon Corporation - $176,561.91, Northern Oil and Gas Inc - $140,319, and Hasbro Inc - $138,120.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jill R. Seidman's monthly returns?
Jill R. Seidman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jill R. Seidman's strategy be considered aggressive or moderate?
Jill R. Seidman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jill R. Seidman's strategy?
Jill R. Seidman'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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