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:
26.83%
Gain +0.9%
Monthly
0.19%
Yearly
2.26%
Drawdown
14.97%
$914.72M
Equity
Holdings
$914.72M
Investment
$883.3M
-$125.99M
Profit +$7.8M
Realized
-$157.41M
Unrealized
$31.42M
Dividends
$220.91M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$7.8M
Win %
62%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$2.42M
Win %
62%
This Month
Compared to last month
Gain
2.59%
Profit
$23.07M
Win %
62%
This Year
Compared to last year
Gain
-0.98%
Profit
-$9.02M
Win %
72%
IBP Installed Building Products Inc.
+4.71%
+$8,485 
JBI Janus International Group, Inc.
+4.4%
+$3,565.44 
KYTX Kyverna Therapeutics, Inc.
+3.52%
+$122,895.4 
UNF UniFirst Corp.
+3.05%
+$6,729.52 
HLMN Hillman Solutions Corp.
+2.93%
+$4,438.25 
FTDR Frontdoor, Inc.
+2.5%
+$5,369.01 
RUSHA Rush Enterprises Inc.
+2.42%
+$7,629.61 
MDLN Medline Inc.
+2.38%
+$2.09M 
PGR Progressive Corporation
+2.01%
+$4.04M 
AHCO AdaptHealth Corp.
+1.81%
+$2,054.36 
LSTR Landstar System Inc.
+1.42%
+$2,726.4 
VMD Viemed Healthcare Inc.
+1.29%
+$2,923 
FERG Ferguson Enterprises Inc
+1.16%
+$1.44M 
IMXI International Money Express Inc.
+1.04%
+$1,559.69 
AMG Affiliated Managers Group Inc.
+0.98%
+$3,254.15 
SAIA Saia, Inc.
+0.96%
+$1,983.78 
VTEB Vanguard Tax-Exempt Bond ETF
+0.8%
+$613,473.9 
GOOGL Alphabet Inc
+0.74%
+$102,799.6 
AER AerCap Holdings N.V.
+0.45%
+$789,648.33 
TECK Teck Resources Ltd.
+0.33%
+$25,849.02 
LNTH Lantheus Holdings, Inc.
+0.04%
+$80.68 Events
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Dividends
Dividend Analysis
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| Trades 3557 | Longs Won 2154/3557 60% | Profit Factor 0.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.27M |
| Average Win $401,386.36 | Best Trade (Sep 30) $23.18M | Sharpe Ratio -6.78 |
| Average Loss -$706,041.41 | Worst Trade (Mar 31) -$265.16M | Z-Score -7.99 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 1d | Expectancy -$35,420.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 22,257.19% | 4,373.32% | 1,688.27% | 859.31% | 508.93% | 331.73% | 231.01% | 168.85% | 128.06% |
| Consecutive Losing Trades | 1,295 | 1,166 | 1,036 | 907 | 777 | 648 | 518 | 389 | 259 | 130 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AER AerCap Holdings N.V. | 1.22M | $139.36M | $177.44M | - | $38.08M | 27.32% | +0.447% |
| AHCO AdaptHealth Corp. | 18,132 | $179,090.16 | $115,379.36 | - | -$63,710.8 | -35.57% | +1.813% |
| AMG Affiliated Managers Group Inc. | 894 | $213,156.42 | $335,974.14 | - | $122,817.72 | 57.62% | +0.978% |
 AMZN Amazon.com Inc | 735,480 | $160.37M | $185.68M | - | $25.3M | 15.78% | -0.64% |
 EQT EQT Corporation | 475,000 | $17.56M | $24.8M | - | $7.24M | 41.2% | -1.024% |
 ESI Element Solutions Inc. | 7,444 | $254,138.16 | $261,284.4 | - | $7,146.24 | 2.81% | -2.119% |
| FERG Ferguson Enterprises Inc | 557,772 | $123.9M | $125.79M | - | $1.89M | 1.53% | +1.157% |
| FTDR Frontdoor, Inc. | 2,811 | $213,720.33 | $220,129.41 | - | $6,409.08 | 3% | +2.5% |
| GOOGL Alphabet Inc | 40,000 | $6.19M | $14.01M | - | $7.82M | 126.47% | +0.739% |
 GTX Garrett Motion Inc. | 15,768 | $136,485.84 | $386,000.64 | - | $249,514.8 | 182.81% | -3.432% |
| HLMN Hillman Solutions Corp. | 21,650 | $180,306.24 | $155,988.25 | - | -$24,317.99 | -13.49% | +2.929% |
| IBP Installed Building Products Inc. | 1,000 | $246,660 | $188,815 | - | -$57,845 | -23.45% | +4.705% |
| IMXI International Money Express Inc. | 14,179 | $143,066.11 | $150,864.56 | - | $7,798.45 | 5.45% | +1.045% |
| JBI Janus International Group, Inc. | 19,808 | $161,237.12 | $84,679.2 | - | -$76,557.92 | -47.48% | +4.396% |
| KYTX Kyverna Therapeutics, Inc. | 614,477 | $4.08M | $3.62M | - | -$459,193.9 | -11.27% | +3.518% |
| LNTH Lantheus Holdings, Inc. | 2,017 | $223,765.98 | $201,780.68 | - | -$21,985.3 | -9.83% | +0.04% |
| LSTR Landstar System Inc. | 1,136 | $234,936.16 | $194,971.68 | - | -$39,964.48 | -17.01% | +1.418% |
| MDLN Medline Inc. | 2.44M | $102.54M | $89.81M | - | -$12.73M | -12.41% | +2.383% |
| PGR Progressive Corporation | 941,511 | $239.24M | $205.01M | - | -$34.23M | -14.31% | +2.01% |
| RUSHA Rush Enterprises Inc. | 7,197.75 | $211,484.29 | $322,747.11 | - | $111,262.82 | 52.61% | +2.421% |
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Option values are updated at end of day.
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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 Sappern?
The largest contributions to the portfolio's profits come from the following stocks: Cameco Corporation - $50.14M, iShares MSCI Brazil ETF - $26.24M, Progressive Corporation - $25.65M, Energy Select Sector SPDR Fund - $24.45M, and Broadcom Inc - $23.96M. 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 - $107.61M, Humana Inc - $16.98M, 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 $220.91M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $39.39M, VANGUARD FTSE DEVELOPED MARKETS ETF - $35.11M, iShares MSCI Brazil ETF - $19.94M, Vanguard FTSE Emerging Markets ETF - $19.59M, and Progressive Corporation - $13.29M. 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Adam Sappern's strategy?
Adam Sappern'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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