Jeffrey Liguori Portfolio
Invests via NAPATREE CAPITAL LLC | Managed by Jeffrey Liguori, Aaron Simmons, Matthew R. Landon
Invests via NAPATREE CAPITAL LLC
Managed by Jeffrey Liguori, Aaron Simmons, Matthew R. Landon
Automatically Tracked
Jeffrey Liguori Profile
Seasoned investment and operating executive focused on growth-stage companies, strategic finance and value creation across technology and business services. Jeffrey Liguori combines corporate finance, M&A and operational transformation experience to support fundraising, board oversight and commercial scaling. Known for hands-on portfolio work, capital structure optimization and partnering with founders to accelerate revenue and profitability.
Seasoned investment and operating executive focused on growth-stage companies, strategic finance and value creation across technology and business services. Jeffrey Liguori combines corporate finance, M&A and operational transformation experience to support fundraising, board oversight and commercial scaling. Known for hands-on portfolio work, capital structure optimization and partnering with founders to accelerate revenue and profitability.
Investment Philosophy & Strategy
Operates as a hands-on growth-stage investor and strategic finance partner, prioritizing capital-structure optimization, revenue acceleration and operational transformation. Combines corporate finance, M&A and board-level oversight to underwrite companies with repeatable GTM, clear unit economics and scalable technology or business-services models. Prefers concentrated, active positions with three- to seven-year value-creation horizons and pragmatic risk mitigation through milestone-based capital and governance.
Operates as a hands-on growth-stage investor and strategic finance partner, prioritizing capital-structure optimization, revenue acceleration and operational transformation. Combines corporate finance, M&A and board-level oversight to underwrite companies with repeatable GTM, clear unit economics and scalable technology or business-services models. Prefers concentrated, active positions with three- to seven-year value-creation horizons and pragmatic risk mitigation through milestone-based capital and governance.
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:
3.29%
Gain
Monthly
0.11%
Yearly
1.28%
Drawdown
30.87%
$220.58M
Equity
Holdings
$220.58M
Investment
$172.96M
$50.37M
Profit -$204,141.57
Realized
$2.75M
Unrealized
$47.62M
Dividends
$9.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$204,141.57
Win %
70%
This Week
Compared To Last Week
Gain
0.12%
Profit
$256,398.74
Win %
70%
This Month
Compared to last month
Gain
0.24%
Profit
$527,651.35
Win %
70%
This Year
Compared to last year
Gain
8.23%
Profit
$16.74M
Win %
70%
ABT Abbott Laboratories
+10.99%
+$19,845.63 
BALY Bally's Corporation
+7.74%
+$158,527.55 
AVAV AeroVironment Inc.
+6.56%
+$20,066.42 
VRSK Verisk Analytics Inc.
+5.46%
+$10,794.21 
ACN Accenture plc Class A
+5.25%
+$11,274.57 
TAP Molson Coors Beverage Company
+5.23%
+$26,696.79 
ADBE Adobe Inc.
+4.78%
+$8,344.98 
CRM Salesforce Inc
+4.5%
+$16,936.63 
CNXC Concentrix Corporation
+4.47%
+$14,605.38 
AGM Federal Agricultural Mortgage Corporation
+4.11%
+$12,276.25 
MDLZ Mondelez International, Inc.
+4.09%
+$8,740.8 
ADP Automatic Data Processing Inc.
+3.99%
+$32,030.96 
WHR Whirlpool Corporation
+3.91%
+$4,696.1 
NEOG Neogen Corporation
+3.86%
+$12,171.22 
ZTS Zoetis Inc.
+3.8%
+$9,514.46 
IBM International Business Machines Corporation
+3.78%
+$10,618.72 
MRK Merck & Co., Inc.
+3.74%
+$21,968.1 
ABBV AbbVie Inc.
+3.41%
+$20,067.84 
T AT&T Inc.
+3.38%
+$5,498.4 
OHI Omega Healthcare Investors Inc.
+3.29%
+$15,457.14 
GPN Global Payments Inc.
+3.22%
+$11,297.16 
AMGN Amgen Inc.
+3.22%
+$31,265.15 
VZ Verizon Communications Inc.
+3.13%
+$8,450.04 
THO Thor Industries Inc.
+3.08%
+$14,904.13 
SBUX Starbucks Corporation
+3.06%
+$10,319.19 
HSY The Hershey Company
+3.01%
+$22,384.64 
WASH Washington Trust Bancorp Inc.
+2.99%
+$66,836.35 
CTSH Cognizant Technology Solutions Corporation
+2.94%
+$3,534.41 
PEP PepsiCo, Inc.
+2.93%
+$17,074.97 
UPBD Upbound Group, Inc.
+2.89%
+$17,684.85 
INGR Ingredion Inc.
+2.89%
+$8,953.12 
MRSH Marsh & McLennan Companies, Inc.
+2.85%
+$19,633.22 
NOMD Nomad Foods Ltd.
+2.82%
+$9,069.77 
CROX Crocs, Inc.
+2.81%
+$19,048.1 
ISRG Intuitive Surgical, Inc.
+2.8%
+$5,918.7 
GILD Gilead Sciences Inc.
+2.76%
+$15,387.61 
SPGI S&P Global Inc.
+2.72%
+$11,128.53 
COST Costco Wholesale Corporation
+2.69%
+$11,011.74 
TJX The TJX Companies, Inc.
+2.59%
+$9,931.4 
WMT Walmart Inc.
+2.59%
+$49,272.12 
MCD McDonald's Corporation
+2.57%
+$7,769.1 
GSK GSK plc Sponsored ADR
+2.56%
+$13,512.94 
BDX Becton, Dickinson and Company
+2.5%
+$4,894.5 
MA Mastercard Incorporated
+2.46%
+$5,988.26 
UNH UnitedHealth Group Incorporated
+2.25%
+$6,831.66 
SYY Sysco Corporation
+2.21%
+$9,330.76 
IP International Paper Company
+2.15%
+$16,145.23 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$17,876.52 
MSFT Microsoft Corp.
+2.09%
+$73,269.81 
V Visa Inc. Class A
+2.02%
+$26,227.86 
PG Procter & Gamble Co
+2.01%
+$7,408.28 
TGT Target Corporation
+1.89%
+$9,317.7 
DIS The Walt Disney Company
+1.86%
+$9,297.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.81%
+$9,395.76 
FIVN Five9 Inc.
+1.79%
+$10,793.48 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.74%
+$4,717.86 
FTCS First Trust Capital Strength ETF
+1.63%
+$8,160.86 
CB Chubb Limited
+1.51%
+$6,842.29 
ACM Aecom
+1.46%
+$2,200.95 
HAS Hasbro Inc.
+1.37%
+$17,456.22 
GQRE FlexShares Global Quality Real Estate Index Fund
+1.35%
+$6,017.04 
LLY Eli Lilly and Company
+1.34%
+$4,233.3 
AFL Aflac Inc.
+1.27%
+$13,254.78 
HD The Home Depot, Inc.
+1.24%
+$8,987.48 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$60,232.22 
CVS CVS Health Corporation
+1.14%
+$11,106.59 
XOM Exxon Mobil Corporation
+1.14%
+$16,867.95 
UBER Uber Technologies, Inc.
+1.12%
+$3,730.26 
PNW Pinnacle West Capital Corporation
+1.1%
+$3,750.04 
PFE Pfizer Inc.
+1.09%
+$6,505.38 
OVV Ovintiv Inc.
+1.07%
+$7,359 
JNJ Johnson & Johnson
+1.06%
+$17,154.4 
DE Deere & Company
+0.97%
+$4,024.2 
BG Bunge Global S.A.
+0.96%
+$7,621.26 
WAB Wabtec Corporation
+0.94%
+$4,313.92 
L Loews Corporation
+0.93%
+$2,702.7 
FDX FedEx Corporation
+0.93%
+$5,225.82 
HP Helmerich & Payne Inc.
+0.75%
+$4,614.5 
AAPL Apple Inc.
+0.7%
+$47,467.12 
PBT Permian Basin Royalty Trust
+0.67%
+$8,560.5 
OC Owens Corning
+0.66%
+$2,055.78 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$16,455.6 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.59%
+$26,182.6 
DAL Delta Air Lines, Inc.
+0.58%
+$7,169.58 
TMO Thermo Fisher Scientific Inc.
+0.57%
+$10,373.53 
TROW T. Rowe Price Group, Inc.
+0.53%
+$4,800.05 
GD General Dynamics Corporation
+0.51%
+$2,588.08 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$1,488.72 
BKNG Booking Holdings Inc.
+0.47%
+$1,466.25 
NFLX Netflix, Inc.
+0.44%
+$1,862.25 
HON Honeywell International Inc.
+0.42%
+$931.37 
LYB LyondellBasell Industries N.V.
+0.41%
+$1,597.68 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$14,645.02 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$1,753.24 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$21,868.56 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$4,005.45 
IWR iShares Russell Mid-Cap ETF
+0.25%
+$4,897.48 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$860 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$4,767.68 
MMM 3M Company
+0.21%
+$1,153.35 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$4,534.52 
NEE NextEra Energy, Inc.
+0.12%
+$623.04 
OGN Organon & Co.
+0.12%
+$470.5 
CPRY Calamos Russell 2000 Structured Alt Protection ETF - January
+0.07%
+$186.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.03%
+$591.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$49.16 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$68.19 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$82.87 
JPIE JPMorgan Income ETF
+0.01%
+$79.27 
SHV iShares Short Treasury Bond ETF
+0.01%
+$68.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$67.07 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$52.99 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$18.93 
AGS PlayAGS Inc.
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
GMMA GammaRoad Market Navigation ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$0.32 
GLW Corning Incorporated
-11.01%
-$153,391.85 
RGNX Regenxbio Inc.
-9.7%
-$37,680.58 
KLIC Kulicke & Soffa Industries, Inc.
-8.83%
-$128,978.59 
GE General Electric Company
-6.22%
-$49,626.81 
GS The Goldman Sachs Group, Inc.
-5.17%
-$82,133.24 
ORCL Oracle Corporation
-4.89%
-$11,880.52 
AVGO Broadcom Inc.
-4.73%
-$79,989.85 
ETN Eaton Corporation plc
-4.48%
-$34,770.87 
NRG NRG Energy, Inc.
-3.73%
-$25,313.4 
TXN Texas Instruments Inc
-3.52%
-$16,276.52 
PWR Quanta Services Inc.
-3.39%
-$21,582 
NXT Nextracker Inc.
-3.17%
-$45,949.44 
NVDA NVIDIA Corporation
-2.77%
-$112,233.95 
CSCO Cisco Systems, Inc.
-2.6%
-$52,449.4 
C Citigroup Inc.
-2.54%
-$15,006.92 
KLAC KLA Corporation
-2.37%
-$16,545.23 
ESGE iShares ESG Aware MSCI EM ETF
-2.29%
-$7,153.2 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$162,633.13 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$9,924.4 
GOOGL Alphabet Inc
-1.91%
-$97,863.27 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$8,909.92 
GOOG Alphabet Inc
-1.81%
-$59,774.69 
META Meta Platforms Inc Class A
-1.69%
-$18,973.22 
EQIX Equinix, Inc.
-1.66%
-$5,562.27 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$66,210.76 
IWP iShares Russell Mid-Cap Growth ETF
-1.48%
-$10,736.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.45%
-$14,717.79 
TSLA Tesla, Inc.
-1.44%
-$5,914.7 
RTX RTX Corporation
-1.33%
-$24,515.82 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1.26%
-$4,579.32 
JPM JPMorgan Chase & Co.
-1.21%
-$26,933.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.19%
-$5,607.87 
VEU Vanguard FTSE All-World ex-US ETF
-1.17%
-$9,618.54 
EFG iShares MSCI EAFE Growth ETF
-1.15%
-$13,067.91 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$3,821.55 
BLK BlackRock, Inc.
-1.04%
-$6,452.48 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.84%
-$6,760.82 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$51,605.8 
ZIM ZIM Integrated Shipping Services Ltd.
-0.81%
-$2,889.4 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.79%
-$3,730.18 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.77%
-$9,804.9 
ALK Alaska Air Group Inc.
-0.72%
-$4,953.85 
APAM Artisan Partners Asset Management Inc.
-0.7%
-$4,631.82 
SCHM Schwab U.S. Mid-Cap ETF
-0.69%
-$15,231.41 
OEF iShares S&P 100 ETF
-0.67%
-$2,192.4 
OPRA Opera Limited ADR
-0.59%
-$3,139.2 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$3,996.59 
IVV iShares Core S&P 500 ETF
-0.57%
-$21,958.56 
VOO Vanguard S&P 500 ETF
-0.57%
-$15,563 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$38,888.68 
AMZN Amazon.com Inc
-0.55%
-$14,772.49 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$28,383.01 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$26,656.74 
SCHX Schwab U.S. Large-Cap ETF
-0.52%
-$19,781.26 
IWB iShares Russell 1000 ETF
-0.49%
-$2,673.3 
BAC Bank of America Corporation
-0.47%
-$1,857.45 
IGOV iShares International Treasury Bond ETF
-0.46%
-$1,336.46 
XVV iShares ESG Screened S&P 500
-0.43%
-$2,614.5 
WSO Watsco Inc.
-0.4%
-$892.8 
PANW Palo Alto Networks, Inc.
-0.37%
-$2,862.11 
IYF iShares U.S. Financials ETF
-0.36%
-$2,549.76 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.34%
-$17,871.99 
IWM iShares Russell 2000 ETF
-0.26%
-$5,617.15 
NOC Northrop Grumman Corporation
-0.25%
-$1,368.82 
MFC Manulife Financial Corporation
-0.21%
-$925.11 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$328.12 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.08%
-$1,131.32 
BNDW Vanguard Total World Bond ETF
-0.07%
-$761.04 
CPSY Calamos S&P 500 Structured Alt Protection ETF – January
-0.06%
-$168.06 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$144.14 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.04%
-$576.1 
IEI iShares 3-7 Year Treasury Bond ETF
-0.03%
-$72.38 
TIP iShares TIPS Bond ETF
-0.02%
-$102.53 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$187.26 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$170.76 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$42.99 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$76.17 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$18.95 Events
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Dividends
Dividend Analysis
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| Trades 830 | Longs Won 579/830 69% | Profit Factor 7.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,093.68 |
| Average Win $101,240.03 | Best Trade (Jul 13) $2.33M | Sharpe Ratio -9.73 |
| Average Loss -$30,753.74 | Worst Trade (Jul 10) -$943,580.25 | Z-Score 10.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $60,684.78 |
| 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 | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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