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:
17.01%
Gain +0.21%
Monthly
1.02%
Yearly
12.92%
Drawdown
8.13%
$143.01M
Equity
Holdings
$143.01M
Investment
$125.92M
$18.1M
Profit +$263,208.15
Realized
$1.01M
Unrealized
$17.09M
Dividends
$3.3M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$263,208.15
Win %
59%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$673,787.75
Win %
59%
This Month
Compared to last month
Gain
0.52%
Profit
$733,289.34
Win %
59%
This Year
Compared to last year
Gain
0.12%
Profit
$175,296.48
Win %
61%
ROP Roper Technologies Inc.
+3.29%
+$16,699.47 
SBUX Starbucks Corporation
+2.38%
+$15,331.32 
WMT Walmart Inc.
+2.37%
+$12,334.14 
XLB Materials Select Sector SPDR Fund
+1.6%
+$6,306.73 
MSFT Microsoft Corp.
+1.09%
+$8,859.28 
FLV American Century Focused Large Cap Value ETF
+1.07%
+$116,555.17 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.07%
+$29,193.27 
TAXF American Century Diversified Municipal Bond ETF
+0.95%
+$10,422 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$15,949.71 
MUB iShares National Muni Bond ETF
+0.83%
+$7,899.06 
VTEB Vanguard Tax-Exempt Bond ETF
+0.79%
+$25,939.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.76%
+$2,690.22 
VTV Vanguard Value ETF
+0.76%
+$38,450.16 
HDV iShares Core High Dividend ETF
+0.73%
+$2,037.34 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
+0.72%
+$2,715.87 
COST Costco Wholesale Corporation
+0.7%
+$1,545.6 
SCHA Schwab U.S. Small-Cap ETF
+0.69%
+$25,628.24 
VB Vanguard Small-Cap ETF
+0.66%
+$3,414.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$59,533.18 
BND Vanguard Total Bond Market Index Fund
+0.56%
+$1,617.13 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$6,104.16 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.36%
+$1,066.05 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.36%
+$1,082.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$7,211.65 
VO Vanguard Mid-Cap ETF
+0.33%
+$12,074.83 
AVDE Avantis International Equity ETF
+0.28%
+$20,747 
SUB iShares Short-Term National Muni Bond ETF
+0.25%
+$5,003.2 
AAPL Apple Inc.
+0.23%
+$4,708.06 
SHYD VanEck Short High Yield Municipal Fund
+0.23%
+$6,228.28 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.18%
+$881.2 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$6,024.97 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.17%
+$2,252.56 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$2,375.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$373.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$2,613.12 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,502.96 
SCHB Schwab U.S. Broad Market ETF
+0.03%
+$1,592.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$1,239.89 
VT Vanguard Total World Stock ETF
+0.01%
+$311.94 
GOOGL Alphabet Inc
0%
-$0.02 
NVDA NVIDIA Corporation
-2.25%
-$43,472.88 
TSLA Tesla, Inc.
-1.99%
-$4,595.85 
VGT Vanguard Information Technology ETF
-1.31%
-$15,876.21 
AVEM Avantis Emerging Markets Equity ETF
-1.18%
-$89,034.45 
TEL TE Connectivity plc
-1.02%
-$4,339.34 
QQQ Invesco QQQ Trust, Series 1
-0.84%
-$26,822.94 
AMZN Amazon.com Inc
-0.53%
-$4,463.11 
META Meta Platforms Inc Class A
-0.49%
-$11,802.32 
JPM JPMorgan Chase & Co.
-0.4%
-$1,296 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$4,510.12 
XLI Industrial Select Sector SPDR Fund
-0.32%
-$3,432.76 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.06%
-$5,740.15 
ACWI iShares MSCI ACWI ETF
-0.04%
-$181.48 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$6,531.43 Events
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Dividends
Dividend Analysis
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| Trades 256 | Longs Won 166/256 64% | Profit Factor 13.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,634.39 |
| Average Win $118,010.82 | Best Trade (Oct 14) $1.98M | Sharpe Ratio -94.04 |
| Average Loss -$16,536.88 | Worst Trade (Oct 14) -$353,447.71 | Z-Score 1.34 (82.1%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $70,708.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,885 | $1.31M | $2.02M | - | $710,560.92 | 54.14% | +0.233% |
| ACWI iShares MSCI ACWI ETF | 2,792 | $359,030.17 | $443,048.52 | - | $84,018.35 | 23.4% | -0.041% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 127,559 | $8.14M | $9.48M | - | $1.33M | 16.35% | -0.061% |
| AGG iShares Core U.S. Aggregate Bond ETF | 107,267 | $10.65M | $10.23M | - | -$416,391.34 | -3.91% | +0.585% |
| AMZN Amazon.com Inc | 3,306 | $720,651.31 | $835,525.38 | - | $114,874.07 | 15.94% | -0.531% |
| AVDE Avantis International Equity ETF | 82,988 | $6.3M | $7.43M | - | $1.13M | 18.01% | +0.28% |
| AVEM Avantis Emerging Markets Equity ETF | 83,210 | $5.83M | $7.48M | - | $1.66M | 28.48% | -1.176% |
| BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | 8,688 | $396,984.14 | $377,525.75 | - | -$19,458.39 | -4.9% | +0.725% |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 11,015 | $513,541.46 | $486,422.4 | - | -$27,119.06 | -5.28% | +0.181% |
| BND Vanguard Total Bond Market Index Fund | 4,094 | $301,721.7 | $289,834.73 | - | -$11,886.97 | -3.94% | +0.561% |
| BRK-B Berkshire Hathaway Inc. | 2,826 | $1.37M | $1.49M | - | $120,191.74 | 8.75% | +0.41% |
| COST Costco Wholesale Corporation | 224 | $223,340 | $221,513.6 | - | -$1,826.4 | -0.82% | +0.703% |
| FLV American Century Focused Large Cap Value ETF | 128,393 | $9.14M | $10.98M | - | $1.84M | 20.12% | +1.073% |
| GOOGL Alphabet Inc | 2,033 | $447,655.79 | $706,752.12 | - | $259,096.33 | 57.88% | 0.0 |
| HDV iShares Core High Dividend ETF | 9,476 | $222,646.93 | $282,053.14 | - | $59,406.21 | 26.68% | +0.728% |
| IAGG iShares International Aggregate Bond Fund | 70,882 | $3.6M | $3.5M | - | -$104,941.69 | -2.91% | +0.173% |
| JMST JPMorgan Ultra-Short Municipal Income Fund | 7,464 | $380,072.71 | $378,574.08 | - | -$1,498.63 | -0.39% | +0.099% |
| JPM JPMorgan Chase & Co. | 960 | $282,541.84 | $320,572.8 | - | $38,030.96 | 13.46% | -0.403% |
| JPST JPMorgan Ultra-Short Income ETF | 125,148 | $6.34M | $6.3M | - | -$41,027.3 | -0.65% | +0.04% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 3,449 | $378,390.74 | $356,764.56 | - | -$21,626.18 | -5.72% | +0.76% |
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FAQ
Which stocks have generated the highest profits for Jim Cullen?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $438,944.01, Vanguard Value ETF - $392,272.8, Schwab U.S. Broad Market ETF - $322,260.57, JPMorgan Ultra-Short Income ETF - $238,913.61, and VANGUARD TOTAL STOCK MKT ETF - $227,466.76. 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: Roper Technologies Inc - $145,144.2 and Costco Wholesale Corporation - $13,765.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jim Cullen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.3M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $438,944.01, JPMorgan Ultra-Short Income ETF - $238,913.61, ISHARES MSCI ACWI EX U.S. ETF - $200,370.41, Avantis International Equity ETF - $195,030.78, and American Century Focused Large Cap Value ETF - $190,796.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jim Cullen's monthly returns?
Jim Cullen's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Jim Cullen's strategy be considered aggressive or moderate?
Jim Cullen's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Jim Cullen's strategy?
Jim Cullen's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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