Jim Cullen Portfolio
Invests via Midwestern Financial LLC /IA | Managed by Jim Cullen
Invests via Midwestern Financial LLC /IA
Managed by Jim Cullen
Automatically Tracked
Veteran investor and operator with experience in private equity, venture capital and corporate strategy, Jim Cullen brings expertise in growth-stage technology and financial-services investing. He has led due diligence, portfolio company transformations and capital raises, and is known for hands-on operational support, strategic M&A execution and board-level governance to drive scalable revenue and margin expansion.
Veteran investor and operator with experience in private equity, venture capital and corporate strategy, Jim Cullen brings expertise in growth-stage technology and financial-services investing. He has led due diligence, portfolio company transformations and capital raises, and is known for hands-on operational support, strategic M&A execution and board-level governance to drive scalable revenue and margin expansion.
Investment Philosophy & Strategy
Combines operational rigor with growth-stage capital allocation, prioritizing companies where strategic product-market fit and repeatable go-to-market models can be scaled through disciplined capital and governance. Focuses on tech and financial-services businesses, favoring revenue-driven metrics, margin expansion levers and M&A-driven inorganic growth. Investment style is hands-on: active board engagement, rigorous due diligence, staged capital deployment tied to operational milestones, and a medium-term horizon oriented to value creation and exit optionality.
Combines operational rigor with growth-stage capital allocation, prioritizing companies where strategic product-market fit and repeatable go-to-market models can be scaled through disciplined capital and governance. Focuses on tech and financial-services businesses, favoring revenue-driven metrics, margin expansion levers and M&A-driven inorganic growth. Investment style is hands-on: active board engagement, rigorous due diligence, staged capital deployment tied to operational milestones, and a medium-term horizon oriented to value creation and exit optionality.
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:
0.56%
Gain
Monthly
0.04%
Yearly
0.54%
Drawdown
14.38%
$138.3M
Equity
Holdings
$138.3M
Investment
$121.62M
$17.28M
Profit -$573,844.36
Realized
$596,553.01
Unrealized
$16.68M
Dividends
$2.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$573,844.36
Win %
68%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.24M
Win %
68%
This Month
Compared to last month
Gain
-0.52%
Profit
-$725,161.35
Win %
68%
This Year
Compared to last year
Gain
8.79%
Profit
$11.18M
Win %
68%
JPM JPMorgan Chase & Co.
+0.3%
+$974.11 
FLV American Century Focused Large Cap Value ETF
+0.22%
+$23,332.38 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
+0.12%
+$708.84 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,639.11 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.12%
+$487 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$1,446.33 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$10,832.29 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$327 
VTV Vanguard Value ETF
+0.09%
+$5,040.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.07%
+$259.56 
HDV iShares Core High Dividend ETF
+0.05%
+$141.22 
XLI Industrial Select Sector SPDR Fund
+0.04%
+$516.88 
SHYD VanEck Short High Yield Municipal Fund
+0.02%
+$467.51 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,084.12 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$187.07 
META Meta Platforms Inc Class A
-3.16%
-$68,945.6 
TSLA Tesla, Inc.
-2.16%
-$5,323.5 
MSFT Microsoft Corp.
-2.11%
-$12,823.58 
GOOGL Alphabet Inc
-2.11%
-$15,199.38 
SBUX Starbucks Corporation
-1.82%
-$18,289.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$18,786.6 
NVDA NVIDIA Corporation
-1.23%
-$22,141.5 
ROP Roper Technologies Inc.
-1.22%
-$6,038.65 
QUAL iShares MSCI USA Quality Factor ETF
-1.04%
-$22,132.9 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$29,939.8 
COST Costco Wholesale Corporation
-0.93%
-$1,966.72 
AVEM Avantis Emerging Markets Equity ETF
-0.72%
-$54,906.03 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$34,256.05 
ACWI iShares MSCI ACWI ETF
-0.65%
-$3,249.72 
AMZN Amazon.com Inc
-0.64%
-$5,289.6 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$94,011.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$18,192.88 
VT Vanguard Total World Stock ETF
-0.61%
-$19,907.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$24,727.47 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.59%
-$53,086.44 
VB Vanguard Small-Cap ETF
-0.52%
-$2,856.36 
AVDE Avantis International Equity ETF
-0.52%
-$37,354.19 
VGT Vanguard Information Technology ETF
-0.51%
-$5,711.84 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.49%
-$1,501.5 
AAPL Apple Inc.
-0.46%
-$9,027.34 
XLB Materials Select Sector SPDR Fund
-0.41%
-$1,659.63 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$6,337.44 
WMT Walmart Inc.
-0.34%
-$1,734.94 
TEL TE Connectivity plc
-0.28%
-$1,228.08 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$8,173.26 
VO Vanguard Mid-Cap ETF
-0.24%
-$7,908.42 
SCHA Schwab U.S. Small-Cap ETF
-0.2%
-$7,300.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,926.68 
TAXF American Century Diversified Municipal Bond ETF
-0.06%
-$701.37 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.04%
-$217.18 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$119.44 
MUB iShares National Muni Bond ETF
-0.03%
-$324.59 
IAGG iShares International Aggregate Bond Fund
-0.02%
-$674.58 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$90.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 207 | Longs Won 146/207 70% | Profit Factor 15.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,432.04 |
| Average Win $126,309.82 | Best Trade (Jul 10) $1.75M | Sharpe Ratio -125.91 |
| Average Loss -$19,093.7 | Worst Trade (Jul 10) -$439,028.1 | Z-Score 5.78 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $83,461.44 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
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
