Adam Sappern Portfolio
Invests via Mbb Public Markets I LLC | Managed by Adam Sappern
Invests via Mbb Public Markets I LLC
Managed by Adam Sappern
Automatically Tracked
Adam Sappern Profile
With a career centered on strategic business development, Adam Sappern has cultivated a reputation for driving growth in dynamic market environments. His extensive experience encompasses founding and scaling ventures that bridge technology and consumer engagement. Leveraging insights gained through leadership roles, he successfully navigates the complexities of entrepreneurship while forging partnerships that enhance operational efficiency and market reach. His innovative mindset has positioned him as a key player in capitalizing on emerging opportunities within the digital landscape, making him a relevant figure for investors seeking actionable intelligence in evolving markets.
With a career centered on strategic business development, Adam Sappern has cultivated a reputation for driving growth in dynamic market environments. His extensive experience encompasses founding and scaling ventures that bridge technology and consumer engagement. Leveraging insights gained through leadership roles, he successfully navigates the complexities of entrepreneurship while forging partnerships that enhance operational efficiency and market reach. His innovative mindset has positioned him as a key player in capitalizing on emerging opportunities within the digital landscape, making him a relevant figure for investors seeking actionable intelligence in evolving markets.
Investment Philosophy & Strategy
Opportunities in the intersection of technology and consumer engagement shape Adam Sappern's investment philosophy. His entrepreneurial background informs a growth-oriented approach, focusing on scalable ventures poised to disrupt traditional markets. With an emphasis on strategic partnerships, he seeks out companies that leverage innovative solutions for competitive advantage. This mindset is complemented by operational expertise, allowing him to assess businesses for their potential impact on evolving market dynamics. As a proactive investor, he targets high-growth sectors while remaining adaptable to shifts in consumer preferences and technological advancements.
Opportunities in the intersection of technology and consumer engagement shape Adam Sappern's investment philosophy. His entrepreneurial background informs a growth-oriented approach, focusing on scalable ventures poised to disrupt traditional markets. With an emphasis on strategic partnerships, he seeks out companies that leverage innovative solutions for competitive advantage. This mindset is complemented by operational expertise, allowing him to assess businesses for their potential impact on evolving market dynamics. As a proactive investor, he targets high-growth sectors while remaining adaptable to shifts in consumer preferences and technological advancements.
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:
33.18%
Gain +1.52%
Monthly
0.34%
Yearly
4.16%
Drawdown
14.98%
$1.03B
Equity
Holdings
$1.03B
Investment
$806.98M
-$29.83M
Profit +$13.35M
Realized
-$248.73M
Unrealized
$218.9M
Dividends
$218.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.52%
Profit
$13.35M
Win %
68%
This Week
Compared To Last Week
Gain
1.32%
Profit
$13.35M
Win %
68%
This Month
Compared to last month
Gain
1.3%
Profit
$13.18M
Win %
68%
This Year
Compared to last year
Gain
9.04%
Profit
$85.09M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$6.83M 
DXCM DexCom, Inc.
+11.95%
+$29,999.97 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$46,796.09 
ETN Eaton Corporation plc
+7.32%
+$24,403.22 
GOOGL Alphabet Inc
+6.73%
+$3.55M 
WY Weyerhaeuser Company
+6.51%
+$13,076.92 
ANET Arista Networks, Inc.
+5.46%
+$28,568.48 
FTNT Fortinet Inc.
+4.99%
+$20,928.6 
CBOE Cboe Global Markets Inc.
+4.62%
+$16,822.19 
APO Apollo Global Management, Inc.
+4.44%
+$9,451.8 
SNPS Synopsys, Inc.
+4.41%
+$9,365.11 
ERIE Erie Indemnity Company
+3.58%
+$5,289.84 
FFIV F5 Inc.
+3.56%
+$14,193.15 
FERG Ferguson Enterprises Inc
+3.52%
+$2.13M 
TT Trane Technologies plc
+3.33%
+$10,826.47 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$9,375.93 
META Meta Platforms Inc Class A
+3.28%
+$7,743.84 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$19,960.67 
UHS Universal Health Services, Inc.
+3.15%
+$7,441.76 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$16,559.04 
MSFT Microsoft Corp.
+3.02%
+$857,228.55 
MHK Mohawk Industries, Inc.
+2.96%
+$7,717.2 
NVDA NVIDIA Corporation
+2.93%
+$12,282.23 
LDOS Leidos Holdings Inc.
+2.84%
+$6,131.18 
APA APA Corporation
+2.73%
+$12,143.34 
GNRC Generac Holdings Inc.
+2.71%
+$9,885.2 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$4,911.15 
NTAP NetApp, Inc.
+2.6%
+$12,524.92 
MTD Mettler-Toledo International Inc.
+2.58%
+$7,530.6 
FSLR First Solar, Inc.
+2.44%
+$10,019.93 
SMCI Super Micro Computer Inc
+2.42%
+$4,356.34 
CVX Chevron Corporation
+2.35%
+$7,064.76 
CNC Centene Corporation
+2.27%
+$6,076.14 
GLW Corning Incorporated
+2.24%
+$15,865.08 
WDC Western Digital Corporation
+2.21%
+$67,071.5 
EOG EOG Resources, Inc.
+2.19%
+$6,499.94 
DVN Devon Energy Corporation
+2.17%
+$6,851.52 
CDNS Cadence Design Systems, Inc.
+2.16%
+$7,243.18 
CSCO Cisco Systems, Inc.
+2.14%
+$10,825.65 
JBL Jabil Inc.
+2.12%
+$12,021.73 
PSA Public Storage Common Stock
+2.12%
+$5,839.68 
CHTR Charter Communications Inc
+2.1%
+$2,160.5 
BEN Franklin Resources Inc.
+2.08%
+$9,150.78 
HII Huntington Ingalls Industries Inc.
+2.05%
+$8,410.23 
KEYS Keysight Technologies, Inc.
+2.04%
+$10,147.3 
OXY Occidental Petroleum Corporation
+2%
+$6,229.44 
GWW W.W. Grainger, Inc.
+1.97%
+$6,709.22 
OKE ONEOK, Inc.
+1.95%
+$4,454.4 
JCI Johnson Controls International plc
+1.93%
+$8,654.14 
ROK Rockwell Automation, Inc.
+1.93%
+$8,607.41 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,238.45 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,234.85 
TSCO Tractor Supply Company
+1.85%
+$2,713.2 
EPAM Epam Systems Inc.
+1.83%
+$2,815.8 
CRM Salesforce Inc
+1.83%
+$3,031.95 
ZBRA Zebra Technologies Corporation
+1.82%
+$4,693.5 
ORCL Oracle Corporation
+1.81%
+$3,866.94 
HWM Howmet Aerospace Inc.
+1.8%
+$9,720.98 
EXE Expand Energy Corporation
+1.74%
+$3,839.85 
VTR Ventas Inc.
+1.73%
+$6,100.83 
HCA HCA Healthcare Inc.
+1.72%
+$5,283.59 
CINF Cincinnati Financial Corporation
+1.69%
+$5,159.53 
ZTS Zoetis Inc.
+1.66%
+$1,941.66 
J Jacobs Solutions Inc.
+1.64%
+$4,571.44 
KMI Kinder Morgan, Inc.
+1.64%
+$4,805.84 
HPE Hewlett Packard Enterprise Company
+1.61%
+$11,996.6 
ACN Accenture plc Class A
+1.61%
+$2,248.66 
FANG Diamondback Energy Inc
+1.59%
+$5,215.2 
BSX Boston Scientific Corporation
+1.59%
+$1,862.96 
CDW CDW Corporation
+1.55%
+$3,345.75 
HPQ HP Inc.
+1.53%
+$3,663.76 
VZ Verizon Communications Inc.
+1.52%
+$4,218.9 
PAYC Paycom Software, Inc.
+1.51%
+$3,040.25 
LMT Lockheed Martin Corporation
+1.5%
+$4,599.79 
NOC Northrop Grumman Corporation
+1.43%
+$4,196.5 
PH Parker-Hannifin Corporation
+1.43%
+$5,674.64 
PWR Quanta Services Inc.
+1.43%
+$8,901.63 
GE General Electric Company
+1.42%
+$6,327.74 
WDAY Workday Inc.
+1.41%
+$2,305.82 
SLB Schlumberger Limited
+1.39%
+$303,953.88 
KLAC KLA Corporation
+1.38%
+$8,988.94 
DAY Dayforce Inc.
+1.36%
+$4,205.56 
CAH Cardinal Health Inc.
+1.3%
+$5,804.54 
AKAM Akamai Technologies Inc.
+1.26%
+$4,490.2 
CMCSA Comcast Corp
+1.23%
+$2,184.27 
COP ConocoPhillips
+1.22%
+$3,855.55 
VRSN Verisign Inc.
+1.2%
+$3,704.88 
WFC Wells Fargo & Company
+1.19%
+$3,780.12 
AMAT Applied Materials, Inc.
+1.18%
+$9,233.53 
RMD ResMed Inc.
+1.16%
+$2,664.42 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,871.33 
ITW Illinois Tool Works Inc.
+1.15%
+$3,331.25 
MSI Motorola Solutions, Inc.
+1.14%
+$2,859.39 
AHCO AdaptHealth Corp.
+1.12%
+$2,175.84 
BG Bunge Global S.A.
+1.1%
+$441,789.48 
EQT EQT Corporation
+1.1%
+$357,577.54 
NOW ServiceNow, Inc.
+1.05%
+$1,844.4 
ADBE Adobe Inc.
+1.01%
+$1,646.57 
URI United Rentals, Inc.
+0.99%
+$4,337.04 
BKR Baker Hughes Company
+0.98%
+$3,371.26 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,310.03 
ADP Automatic Data Processing Inc.
+0.98%
+$2,281.78 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,439.94 
UNP Union Pacific Corporation
+0.92%
+$2,926.33 
WMB The Williams Companies, Inc.
+0.89%
+$2,742.39 
SCHW Charles Schwab Corporation
+0.87%
+$3,135.86 
NDSN Nordson Corporation
+0.86%
+$3,049.79 
IBM International Business Machines Corporation
+0.86%
+$2,028.4 
GEV GE Vernova Inc.
+0.85%
+$6,481.8 
MCD McDonald's Corporation
+0.82%
+$1,892.01 
ESS Essex Property Trust, Inc.
+0.81%
+$2,004.14 
EMR Emerson Electric Co.
+0.79%
+$2,719.92 
AEE Ameren Corporation
+0.79%
+$2,236.86 
JBI Janus International Group, Inc.
+0.79%
+$792.32 
TSLA Tesla, Inc.
+0.76%
+$2,617.22 
MPC Marathon Petroleum Corporation
+0.76%
+$4,098.87 
TRGP Targa Resources Corp.
+0.76%
+$2,622.76 
STT State Street Corp
+0.73%
+$3,820.31 
AME Ametek Inc.
+0.71%
+$2,490.52 
CAT Caterpillar Inc.
+0.7%
+$4,309.19 
ROP Roper Technologies Inc.
+0.7%
+$1,286.56 
CARR Carrier Global Corporation
+0.68%
+$1,583.4 
HSIC Henry Schein, Inc.
+0.68%
+$2,121.06 
PTC PTC Inc.
+0.66%
+$1,443.6 
PLTR Palantir Technologies Inc.
+0.65%
+$2,365.59 
BLDR Builders FirstSource, Inc.
+0.65%
+$839.36 
SYY Sysco Corporation
+0.63%
+$1,921.78 
EXPE Expedia Group, Inc.
+0.62%
+$2,577.44 
IVZ Invesco Ltd.
+0.61%
+$2,952.18 
TER Teradyne, Inc.
+0.6%
+$6,347.03 
GEN Gen Digital Inc.
+0.59%
+$1,572 
RJF Raymond James Financial Inc.
+0.58%
+$1,831.13 
MO Altria Group, Inc.
+0.57%
+$1,751.88 
APH Amphenol Corporation
+0.55%
+$3,219 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,127.87 
AOS A. O. Smith Corporation
+0.54%
+$1,182.08 
EXC Exelon Corporation
+0.53%
+$1,409.52 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,963.29 
STX Seagate Technology Holdings plc
+0.52%
+$12,753.73 
GM General Motors Company
+0.52%
+$2,318.4 
DVA DaVita Inc.
+0.52%
+$2,061.47 
PSX Phillips 66
+0.51%
+$2,147 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$1,394.16 
CZR Caesars Entertainment, Inc.
+0.47%
+$1,241.94 
MOH Molina Healthcare Inc.
+0.47%
+$742.44 
HON Honeywell International Inc.
+0.47%
+$743.26 
AXON Axon Enterprise, Inc.
+0.47%
+$1,124.23 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,710.99 
NSC Norfolk Southern Corporation
+0.46%
+$1,703.47 
GTX Garrett Motion Inc.
+0.45%
+$2,207.52 
KKR KKR & Co. Inc.
+0.45%
+$990.45 
PAYX Paychex Inc.
+0.44%
+$948.6 
EBAY eBay Inc.
+0.43%
+$1,956.09 
CSX CSX Corporation
+0.42%
+$1,804.32 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,546.72 
PFE Pfizer Inc.
+0.4%
+$978.1 
RTX RTX Corporation
+0.39%
+$1,603.56 
VLO Valero Energy Corporation
+0.38%
+$2,271.71 
AVGO Broadcom Inc.
+0.37%
+$143,771.04 
PG Procter & Gamble Co
+0.37%
+$773.27 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$909.54 
OTIS Otis Worldwide Corporation
+0.36%
+$656.5 
TDG TransDigm Group Inc.
+0.36%
+$844.82 
BAC Bank of America Corporation
+0.36%
+$1,274.24 
SNA Snap-on Inc.
+0.33%
+$1,022.73 
EWZ iShares MSCI Brazil ETF
+0.33%
+$3,808.08 
RF Regions Financial Corporation
+0.32%
+$1,151 
AZO AutoZone Inc.
+0.32%
+$706.63 
GD General Dynamics Corporation
+0.32%
+$1,211.46 
MRK Merck & Co., Inc.
+0.32%
+$1,042.25 
DOV Dover Corporation
+0.27%
+$791.84 
JPM JPMorgan Chase & Co.
+0.27%
+$1,030.24 
MTCH Match Group, Inc.
+0.25%
+$813.9 
AMP Ameriprise Financial, Inc.
+0.25%
+$718.99 
NRG NRG Energy, Inc.
+0.24%
+$886.69 
ALLE Allegion plc
+0.22%
+$668.42 
CME CME Group Inc.
+0.21%
+$556.33 
SO The Southern Company
+0.21%
+$605.4 
JNJ Johnson & Johnson
+0.21%
+$846.41 
ADI Analog Devices, Inc.
+0.2%
+$925.73 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$23,372.4 
CMI Cummins Inc.
+0.19%
+$961.38 
INTU Intuit Inc.
+0.18%
+$244.53 
USB U.S. Bancorp
+0.17%
+$660.76 
T AT&T Inc.
+0.17%
+$388.8 
MS Morgan Stanley
+0.17%
+$750.96 
INVH Invitation Homes Inc.
+0.17%
+$381.6 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$765.99 
HST Host Hotels & Resorts Inc.
+0.16%
+$683.68 
VICI Vici Properties Inc.
+0.15%
+$339.8 
CB Chubb Limited
+0.15%
+$465.87 
CCL Carnival Corporation Ltd.
+0.14%
+$479.04 
DELL Dell Technologies Inc.
+0.14%
+$1,435.28 
EA Electronic Arts Inc.
+0.13%
+$475.47 
XYL Xylem Inc.
+0.13%
+$329.55 
DTE DTE Energy Company
+0.12%
+$323.51 
MMM 3M Company
+0.12%
+$353.21 
ISRG Intuitive Surgical, Inc.
+0.1%
+$188.99 
C Citigroup Inc.
+0.1%
+$482.78 
NUE Nucor Corporation
+0.1%
+$496 
WM Waste Management, Inc.
+0.1%
+$259.6 
AFL Aflac Inc.
+0.09%
+$285.36 
WMT Walmart Inc.
+0.09%
+$301.31 
ABT Abbott Laboratories
+0.09%
+$184.5 
TECH Bio-Techne Corporation
+0.08%
+$252.23 
FDS FactSet Research Systems Inc.
+0.07%
+$99.63 
AEP American Electric Power Company, Inc.
+0.06%
+$171.71 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$170.11 
DIS The Walt Disney Company
+0.03%
+$77.64 
TAP Molson Coors Beverage Company
+0.02%
+$43.97 
ANSS Ansys, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
HES Hess Corporation
0%
$0 
HOLX Hologic Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
JNPR Juniper Networks Inc.
0%
$0 
K Kellanova Inc.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$23,640.75 
CTVA Corteva Inc.
-11.9%
-$44,337.73 
IMXI International Money Express Inc.
-9.33%
-$17,298.38 
AAPL Apple Inc.
-7.35%
-$29,374.96 
EIX Edison International
-6.81%
-$23,600.08 
NXPI NXP Semiconductors N.V.
-6.53%
-$19,392 
SYK Stryker Corporation
-6.42%
-$16,442.24 
TROW T. Rowe Price Group, Inc.
-6.31%
-$20,699.97 
PARA Paramount Global
-6.04%
-$15,613.61 
LIN Linde plc
-5.95%
-$17,096.91 
MU Micron Technology, Inc.
-5.9%
-$125,202.61 
IP International Paper Company
-5.38%
-$10,994.48 
MRNA Moderna, Inc.
-5.35%
-$23,811.1 
LYV Live Nation Entertainment, Inc.
-5.14%
-$19,982.17 
TSN Tyson Foods Inc.
-4.43%
-$11,905.94 
TYL Tyler Technologies Inc.
-4.24%
-$6,087.24 
TECK Teck Resources Ltd.
-3.6%
-$1.27M 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$6,886.1 
SW Smurfit WestRock PLC
-3.26%
-$8,738.9 
GPN Global Payments Inc.
-3.18%
-$7,164.95 
ES Eversource Energy
-3.05%
-$9,488.25 
CI The Cigna Group
-2.99%
-$6,974.11 
AVY Avery Dennison Corporation
-2.91%
-$6,937.68 
MOS Mosaic Company
-2.85%
-$5,961.8 
INCY Incyte Corporation
-2.82%
-$14,914.06 
DECK Deckers Outdoor Corporation
-2.82%
-$6,111.75 
APTV Aptiv PLC
-2.79%
-$6,659.82 
MLM Martin Marietta Materials, Inc.
-2.75%
-$7,385.42 
AJG Arthur J. Gallagher & Co.
-2.75%
-$5,505.27 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$6,314.89 
VRSK Verisk Analytics Inc.
-2.75%
-$4,966.5 
EQIX Equinix, Inc.
-2.7%
-$8,249 
FIS Fidelity National Information Services, Inc.
-2.67%
-$4,293.93 
QCOM QUALCOMM Incorporated
-2.63%
-$6,751.1 
POOL Pool Corporation
-2.61%
-$3,951.13 
ON ON Semiconductor Corporation
-2.54%
-$12,581.91 
KYTX Kyverna Therapeutics, Inc.
-2.54%
-$116,750.63 
ABBV AbbVie Inc.
-2.51%
-$7,848.11 
KMX CarMax Inc.
-2.45%
-$5,158.08 
ALGN Align Technology, Inc.
-2.45%
-$6,553.5 
ICE Intercontinental Exchange, Inc.
-2.42%
-$5,594.04 
DLR Digital Realty Trust, Inc.
-2.42%
-$8,041.74 
SJM The J.M. Smucker Company
-2.41%
-$6,932.5 
BIIB Biogen Inc.
-2.4%
-$8,610.4 
MGM MGM Resorts International
-2.39%
-$8,253.48 
CSGP CoStar Group, Inc.
-2.38%
-$2,286.2 
YUM Yum! Brands, Inc.
-2.37%
-$6,104.52 
NVR NVR, Inc.
-2.25%
-$5,098.69 
PCG PG&E Corporation
-2.25%
-$6,036.4 
BAX Baxter International Inc.
-2.21%
-$4,498.75 
CPT Camden Property Trust
-2.19%
-$5,460.96 
BXP Boston Properties, Inc.
-2.16%
-$5,815.6 
BA Boeing Company
-2.15%
-$6,835.35 
NEM Newmont Corporation
-2.14%
-$11,147.9 
TXT Textron Inc.
-2.1%
-$6,104.87 
CCJ Cameco Corporation
-2.1%
-$702,750.25 
CPAY Corpay, Inc.
-2.05%
-$5,999.5 
KHC The Kraft Heinz Company
-2.01%
-$4,480.09 
LH Labcorp Holdings Inc.
-2.01%
-$6,937.67 
WSM Williams-Sonoma, Inc.
-2%
-$7,148.46 
NFLX Netflix, Inc.
-2%
-$4,175.6 
EFX Equifax Inc.
-1.99%
-$3,541.59 
LVS Las Vegas Sands Corp.
-1.97%
-$5,755.54 
AWK American Water Works Company, Inc.
-1.93%
-$4,876.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$22,009.73 
LW Lamb Weston Holdings, Inc.
-1.87%
-$4,858 
IRM Iron Mountain Inc.
-1.86%
-$6,813.84 
GIS General Mills, Inc.
-1.84%
-$2,990.88 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$5,596.9 
UAL United Airlines Holdings, Inc.
-1.8%
-$7,776.01 
SYF Synchrony Financial
-1.79%
-$6,546.72 
BBY Best Buy Co., Inc.
-1.78%
-$5,355.48 
CBRE CBRE Group Inc.
-1.77%
-$5,615.37 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,651.56 
PHM PulteGroup Inc.
-1.76%
-$5,302.74 
DHI D.R. Horton, Inc.
-1.7%
-$4,569.5 
LEN Lennar Corporation
-1.67%
-$2,938.6 
ADM Archer-Daniels-Midland Co
-1.66%
-$7,411.54 
AON Aon plc
-1.64%
-$3,961.17 
DRI Darden Restaurants, Inc.
-1.64%
-$4,393.44 
SOLV Solventum Corporation
-1.59%
-$4,536.06 
LRCX Lam Research Corporation
-1.58%
-$15,608.74 
CPRT Copart Inc.
-1.52%
-$2,182.95 
FICO Fair Isaac Corporation
-1.45%
-$2,303.24 
RL Ralph Lauren Corporation
-1.44%
-$6,422.21 
KDP Keurig Dr Pepper Inc.
-1.43%
-$3,582 
IEX IDEX Corporation
-1.42%
-$4,611.48 
NI NiSource Inc.
-1.42%
-$4,194.56 
HRL Hormel Foods Corporation
-1.42%
-$3,157.56 
LUV Southwest Airlines Co.
-1.38%
-$4,679.01 
WYNN Wynn Resorts, Limited
-1.38%
-$4,257.57 
NKE Nike, Inc. - Class B
-1.37%
-$2,025.36 
DPZ Domino's Pizza Inc.
-1.37%
-$2,674.36 
PPG PPG Industries Inc.
-1.35%
-$3,463.94 
DD DuPont de Nemours, Inc.
-1.32%
-$4,809.09 
MNST Monster Beverage Corporation
-1.3%
-$5,821.68 
DAL Delta Air Lines, Inc.
-1.3%
-$6,259.45 
AER AerCap Holdings N.V.
-1.29%
-$1.66M 
FCX Freeport-McMoRan Inc.
-1.28%
-$429,282.18 
GRMN Garmin Ltd.
-1.27%
-$4,689.87 
IT Gartner Inc.
-1.24%
-$1,124.8 
CLX The Clorox Company
-1.24%
-$2,142 
HSY The Hershey Company
-1.23%
-$3,274.36 
MDLZ Mondelez International, Inc.
-1.22%
-$3,325.64 
STE STERIS plc
-1.22%
-$3,231.52 
F Ford Motor Company
-1.21%
-$4,484.88 
TJX The TJX Companies, Inc.
-1.21%
-$4,252.78 
IQV IQVIA Holdings Inc.
-1.17%
-$235,410.03 
AIZ Assurant Inc.
-1.16%
-$3,923.99 
SHW The Sherwin-Williams Company
-1.16%
-$3,048.35 
AVB AvalonBay Communities, Inc.
-1.16%
-$2,541.07 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$3,683.82 
SRE Sempra
-1.15%
-$3,835.72 
NEE NextEra Energy, Inc.
-1.15%
-$3,660.24 
AES AES Corporation
-1.15%
-$3,481.94 
WRB W.R. Berkley Corporation
-1.15%
-$3,440.64 
OMC Omnicom Group Inc.
-1.14%
-$2,890.16 
DE Deere & Company
-1.13%
-$3,692.39 
RCL Royal Caribbean Group
-1.13%
-$4,353.45 
VTRS Viatris Inc.
-1.13%
-$5,430.8 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,705.7 
PKG Packaging Corporation of America
-1.12%
-$3,643.74 
IR Ingersoll Rand Inc.
-1.11%
-$2,953.48 
PNR Pentair plc
-1.1%
-$2,130.87 
TKO Tko Group Holdings Inc.
-1.09%
-$7,722 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$2,364.88 
TXN Texas Instruments Inc
-1.08%
-$4,113.27 
LOW Lowe's Companies Inc.
-1.08%
-$2,571.91 
PLD Prologis Inc.
-1.08%
-$3,616.62 
MCK McKesson Corporation
-1.08%
-$3,672.08 
DLTR Dollar Tree, Inc.
-1.06%
-$5,187.08 
CTAS Cintas Corporation
-1.04%
-$2,747.51 
DOC Healthpeak Properties, Inc.
-1.04%
-$2,780.92 
INTC Intel Corporation
-1.02%
-$9,928.68 
NDAQ Nasdaq, Inc.
-1.02%
-$3,186.45 
KO The Coca-Cola Company
-1.02%
-$3,459.6 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$2,429.34 
SWK Stanley Black & Decker Inc.
-1.01%
-$3,057.44 
EQR Equity Residential
-1%
-$2,405.97 
UPS United Parcel Service, Inc.
-1%
-$2,283.75 
ROL Rollins, Inc.
-0.99%
-$1,910.26 
PPL PPL Corporation
-0.98%
-$2,603.65 
VMC Vulcan Materials Company
-0.98%
-$2,846.2 
EW Edwards Lifesciences Corporation
-0.98%
-$2,999.65 
XOM Exxon Mobil Corporation
-0.97%
-$3,425.67 
MET MetLife Inc.
-0.97%
-$2,998.6 
EWJ iShares MSCI Japan ETF
-0.96%
-$346,033.8 
MCHP Microchip Technology Incorporated
-0.96%
-$3,543.85 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,346 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,142.13 
CRL Charles River Laboratories International, Inc.
-0.9%
-$3,150.24 
RVTY Revvity Inc.
-0.9%
-$2,436.78 
MAS Masco Corporation
-0.87%
-$2,177.28 
PGR Progressive Corporation
-0.87%
-$1.1M 
O Realty Income Corporation
-0.87%
-$2,733.36 
ATO Atmos Energy Corporation
-0.85%
-$2,557.42 
TRMB Trimble Inc.
-0.84%
-$1,708.8 
FE FirstEnergy Corp.
-0.82%
-$2,466.8 
GILD Gilead Sciences Inc.
-0.81%
-$2,664.28 
PCAR PACCAR Inc.
-0.81%
-$2,754 
MCO Moody's Corporation
-0.81%
-$2,277.57 
D Dominion Energy, Inc.
-0.8%
-$2,479.68 
KMB Kimberly-Clark Corporation
-0.8%
-$1,620.96 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$2,546.77 
WAT Waters Corporation
-0.79%
-$2,191.66 
VMD Viemed Healthcare Inc.
-0.77%
-$2,104.56 
HUM Humana Inc.
-0.76%
-$2,716.01 
PYPL PayPal Holdings Inc
-0.76%
-$1,609.96 
ULTA Ulta Beauty Inc.
-0.76%
-$2,944.47 
CVS CVS Health Corporation
-0.75%
-$2,997.26 
SPGI S&P Global Inc.
-0.74%
-$1,538.08 
ED Consolidated Edison, Inc.
-0.74%
-$1,962.63 
MA Mastercard Incorporated
-0.74%
-$2,044.25 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,664.06 
BLK BlackRock, Inc.
-0.73%
-$2,138.64 
MAR Marriott International Inc. - Class A
-0.71%
-$2,771.92 
DASH DoorDash, Inc.
-0.69%
-$1,828.95 
DUK Duke Energy Corporation
-0.67%
-$1,819.44 
LKQ LKQ Corporation
-0.66%
-$923.85 
BRO Brown & Brown Inc.
-0.66%
-$1,009.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$311,192.34 
AMGN Amgen Inc.
-0.64%
-$173,164.22 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,961.36 
AMT American Tower Corporation
-0.63%
-$1,334.31 
BALL Ball Corp.
-0.63%
-$2,044.67 
HAS Hasbro Inc.
-0.62%
-$2,647.92 
PM Philip Morris International Inc.
-0.61%
-$2,027.22 
ECL Ecolab Inc.
-0.61%
-$1,756.17 
MSCI MSCI Inc.
-0.61%
-$1,540 
DHR Danaher Corporation
-0.61%
-$1,457.75 
ACGL Arch Capital Group Ltd
-0.6%
-$1,756.19 
AMCR Amcor plc
-0.6%
-$1,467.5 
ROST Ross Stores, Inc.
-0.59%
-$3,120.01 
WEC WEC Energy Group Inc.
-0.57%
-$1,532.17 
VLTO Veralto Corporation
-0.57%
-$1,418.58 
SBUX Starbucks Corporation
-0.57%
-$1,610.4 
PRU Prudential Financial, Inc.
-0.56%
-$1,597.35 
DGX Quest Diagnostics Inc.
-0.55%
-$2,020.15 
WAB Wabtec Corporation
-0.55%
-$2,153.6 
COF Capital One Financial Corporation
-0.54%
-$1,653.2 
LLY Eli Lilly and Company
-0.53%
-$1,881.91 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$941.36 
SBAC SBA Communications Corporation
-0.51%
-$1,086.51 
WELL Welltower Inc.
-0.51%
-$2,094.4 
STLD Steel Dynamics Inc.
-0.49%
-$2,512.26 
ALL Allstate Corporation
-0.49%
-$1,589.92 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,589.67 
DFIV Dimensional International Value ETF
-0.47%
-$37,800 
SPG Simon Property Group, Inc.
-0.46%
-$1,579.32 
CF CF Industries Holdings, Inc.
-0.46%
-$1,967.36 
PEP PepsiCo, Inc.
-0.46%
-$1,064.32 
COO The Cooper Companies, Inc.
-0.45%
-$1,056.99 
CPB The Campbell's Company
-0.45%
-$683.5 
TRV The Travelers Companies, Inc.
-0.43%
-$1,610.44 
TEL TE Connectivity plc
-0.43%
-$1,593.1 
HD The Home Depot, Inc.
-0.42%
-$1,004.98 
GL Globe Life Inc.
-0.4%
-$1,475.33 
AIG American International Group Inc.
-0.39%
-$953.25 
ETR Entergy Corporation
-0.38%
-$1,259.93 
HLMN Hillman Solutions Corp.
-0.38%
-$649.5 
AXP American Express Company
-0.38%
-$1,200.14 
LII Lennox International Inc.
-0.38%
-$742.61 
CMS CMS Energy Corporation
-0.37%
-$988.47 
FDX FedEx Corporation
-0.37%
-$1,185.65 
MDT Medtronic plc
-0.37%
-$904.96 
GPC Genuine Parts Company
-0.37%
-$955.88 
RSG Republic Services, Inc.
-0.37%
-$867.36 
ABNB Airbnb, Inc.
-0.37%
-$1,162.56 
UDR UDR Inc.
-0.37%
-$831.18 
KVUE Kenvue Inc.
-0.36%
-$813.75 
TMUS T-Mobile US, Inc.
-0.36%
-$638.81 
DG Dollar General Corporation
-0.35%
-$1,416.59 
ADSK Autodesk, Inc.
-0.33%
-$739.2 
CL Colgate-Palmolive Company
-0.33%
-$824.7 
IFF International Flavors & Fragrances Inc.
-0.33%
-$837.72 
TFC Truist Financial Corporation
-0.33%
-$1,060.11 
PNW Pinnacle West Capital Corporation
-0.33%
-$958.32 
EG Everest Group, Ltd.
-0.32%
-$890.56 
SWKS Skyworks Solutions Inc.
-0.32%
-$739.4 
L Loews Corporation
-0.31%
-$1,054.07 
CEG Constellation Energy Corporation
-0.31%
-$906.39 
VST Vistra Corp
-0.29%
-$40,354.64 
EVRG Evergy Inc.
-0.29%
-$918.23 
MTB M&T Bank Corporation
-0.29%
-$961.35 
COR Cencora, Inc.
-0.28%
-$873.99 
MKTX MarketAxess Holdings Inc.
-0.28%
-$553.83 
CCI Crown Castle Inc.
-0.27%
-$518.49 
CNP CenterPoint Energy Inc.
-0.26%
-$799.91 
BX Blackstone Inc.
-0.25%
-$546.89 
A Agilent Technologies Inc.
-0.24%
-$721.84 
HUBB Hubbell Inc.
-0.24%
-$866.41 
COST Costco Wholesale Corporation
-0.24%
-$658.91 
HBAN Huntington Bancshares Incorporated
-0.23%
-$688.26 
PFG Principal Financial Group, Inc.
-0.22%
-$785.5 
KR Kroger Co.
-0.21%
-$506.52 
PODD Insulet Corporation
-0.2%
-$329.98 
BKNG Booking Holdings Inc.
-0.18%
-$467.53 
NTRS Northern Trust Corporation
-0.17%
-$803.49 
EMN Eastman Chemical Company
-0.17%
-$335.4 
FITB Fifth Third Bancorp
-0.16%
-$551.25 
LNT Alliant Energy Corporation
-0.15%
-$470.69 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$525.36 
ELV Elevance Health, Inc.
-0.15%
-$335.99 
TPR Tapestry Inc.
-0.14%
-$744.24 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$293.42 
KIM Kimco Realty Corporation
-0.12%
-$372.48 
MKC McCormick & Company, Incorporated
-0.12%
-$192.66 
EXR Extra Space Storage Inc.
-0.12%
-$300.42 
STZ Constellation Brands, Inc.
-0.12%
-$214.95 
CFG Citizens Financial Group, Inc.
-0.11%
-$473.52 
ALB Albemarle Corporation
-0.1%
-$391.8 
KEY KeyCorp
-0.09%
-$316.44 
REG Regency Centers Corporation
-0.09%
-$243.67 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$100.21 
V Visa Inc. Class A
-0.04%
-$106.95 
XEL Xcel Energy Inc.
-0.04%
-$110.97 
TGT Target Corporation
-0.01%
-$48.41 
UBER Uber Technologies, Inc.
-0.01%
-$34.45 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3500 | Longs Won 2161/3500 61% | Profit Factor 0.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.34M |
| Average Win $433,951.94 | Best Trade (Aug 03) $26.33M | Sharpe Ratio -8.64 |
| Average Loss -$722,628.31 | Worst Trade (Mar 31) -$265.16M | Z-Score -9.2 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy -$8,522.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 388.19% | 258.06% | 203.23% | 171.55% | 150.42% | 135.11% | 123.38% | 114.05% | 106.4% |
| Consecutive Losing Trades | 1,420 | 1,278 | 1,136 | 994 | 852 | 710 | 568 | 426 | 284 | 142 |
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
FAQ
Which stocks have generated the highest profits for Adam Sappern?
The largest contributions to the portfolio's profits come from the following stocks: Cameco Corporation - $35.64M, iShares MSCI Brazil ETF - $26.08M, Energy Select Sector SPDR Fund - $24.45M, Apple Inc - $23.6M, and Invesco S&P 500 Equal Weight ETF - $22.89M. 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: VANGUARD TOTAL STOCK MKT ETF - $342.09M, Vanguard FTSE Emerging Markets ETF - $121.49M, VANGUARD FTSE DEVELOPED MARKETS ETF - $115.07M, Humana Inc - $16.96M, and Vanguard Real Estate ETF - $12.43M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Sappern's portfolio generate?
The portfolio generates substantial dividend income, with a total of $218.81M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $39.39M, VANGUARD FTSE DEVELOPED MARKETS ETF - $35.36M, iShares MSCI Brazil ETF - $19.98M, Vanguard FTSE Emerging Markets ETF - $19.59M, and Progressive Corporation - $9.37M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Sappern's monthly returns?
Adam Sappern'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 Adam Sappern's strategy be considered aggressive or moderate?
Adam Sappern'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 Adam Sappern's strategy?
Adam Sappern's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
