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:
19.65%
Gain +1%
Monthly
1.3%
Yearly
16.74%
Drawdown
8.13%
$145.78M
Equity
Holdings
$145.78M
Investment
$125.92M
$20.88M
Profit +$1.24M
Realized
$1.01M
Unrealized
$19.86M
Dividends
$2.85M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$1.24M
Win %
64%
This Week
Compared To Last Week
Gain
0.92%
Profit
$1.32M
Win %
64%
This Month
Compared to last month
Gain
2.66%
Profit
$3.78M
Win %
64%
This Year
Compared to last year
Gain
2.07%
Profit
$2.95M
Win %
65%
TSLA Tesla, Inc.
+3.8%
+$7,843.49 
META Meta Platforms Inc Class A
+2.79%
+$52,922.03 
AAPL Apple Inc.
+1%
+$17,713.85 
GOOGL Alphabet Inc
+0.82%
+$5,733.04 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$111,767.25 
HDV iShares Core High Dividend ETF
+0.65%
+$1,800.44 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.42%
+$1,344.15 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$1,483.07 
AMZN Amazon.com Inc
0%
$0 
JPM JPMorgan Chase & Co.
0%
+$0.01 
MSFT Microsoft Corp.
0%
+$0.02 
NVDA NVIDIA Corporation
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.01 
SBUX Starbucks Corporation
0%
$0 
TEL TE Connectivity plc
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
+$0.03 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
-$0.08 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
$0 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
FLV American Century Focused Large Cap Value ETF
0%
+$51.36 
IAGG iShares International Aggregate Bond Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.04 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
+$0.23 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.08 
VB Vanguard Small-Cap ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
-$0.07 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.1 
VTV Vanguard Value ETF
0%
+$0.23 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 256 | Longs Won 175/256 68% | Profit Factor 17.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,281.13 |
| Average Win $126,723.7 | Best Trade (Aug 14) $2.06M | Sharpe Ratio -93.98 |
| Average Loss -$16,060.48 | Worst Trade (Aug 24) -$612,120.33 | Z-Score 3.88 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $81,545.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,885 | $1.31M | $1.8M | - | $483,988.42 | 36.88% | +0.996% |
| ACWI iShares MSCI ACWI ETF | 2,792 | $359,030.17 | $451,326.8 | - | $92,296.63 | 25.71% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 127,559 | $8.14M | $9.92M | - | $1.77M | 21.78% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 107,267 | $10.65M | $10.45M | - | -$195,957.65 | -1.84% | 0.0 |
| AMZN Amazon.com Inc | 3,306 | $720,651.31 | $883,627.68 | - | $162,976.37 | 22.62% | 0.0 |
| AVDE Avantis International Equity ETF | 82,988 | $6.3M | $7.8M | - | $1.51M | 23.97% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 83,210 | $5.83M | $7.78M | - | $1.95M | 33.55% | 0.0 |
| BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF | 8,688 | $396,984.14 | $385,269.36 | - | -$11,714.78 | -2.95% | 0.0 |
| BBHY JPMorgan BetaBuilders U.S. High Yield Fund | 11,015 | $513,541.46 | $504,542.07 | - | -$8,999.39 | -1.75% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 4,094 | $301,721.7 | $295,914.32 | - | -$5,807.38 | -1.92% | 0.0 |
 BRK-B Berkshire Hathaway Inc. | 2,826 | $1.37M | $1.44M | - | $67,656.4 | 4.93% | -0.016% |
 COST Costco Wholesale Corporation | 224 | $223,340 | $212,704.8 | - | -$10,635.2 | -4.76% | -0.001% |
| FLV American Century Focused Large Cap Value ETF | 128,393 | $9.14M | $11.24M | - | $2.1M | 22.98% | 0.0 |
| GOOGL Alphabet Inc | 2,033 | $447,655.79 | $704,149.88 | - | $256,494.09 | 57.3% | +0.821% |
| HDV iShares Core High Dividend ETF | 9,476 | $222,646.93 | $277,267.76 | - | $54,620.83 | 24.53% | +0.654% |
| IAGG iShares International Aggregate Bond Fund | 70,882 | $3.6M | $3.54M | - | -$62,766.9 | -1.74% | 0.0 |
| JMST JPMorgan Ultra-Short Municipal Income Fund | 7,464 | $380,072.71 | $379,768.32 | - | -$304.39 | -0.08% | 0.0 |
| JPM JPMorgan Chase & Co. | 960 | $282,541.84 | $350,572.8 | - | $68,030.96 | 24.08% | 0.0 |
| JPST JPMorgan Ultra-Short Income ETF | 125,148 | $6.34M | $6.31M | - | -$23,506.58 | -0.37% | 0.0 |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 3,449 | $378,390.74 | $367,490.95 | - | -$10,899.79 | -2.88% | +0.405% |
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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 Jim Cullen?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $402,788.59, Vanguard Value ETF - $368,987.57, Schwab U.S. Broad Market ETF - $309,378.46, VANGUARD TOTAL STOCK MKT ETF - $217,585.93, and JPMorgan Ultra-Short Income ETF - $217,430.7. 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 - $146,382.71 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 $2.85M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $402,788.59, JPMorgan Ultra-Short Income ETF - $217,430.7, ISHARES MSCI ACWI EX U.S. ETF - $200,370.41, Avantis International Equity ETF - $168,051.38, and American Century Focused Large Cap Value ETF - $146,500.74. 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.
