JRS
James RG Skjong Portfolio
Invests via Ulland Investment Advisors LLC | Managed by Nathaniel (Nat) J. Beebe, CFA, Jared P. Plotz, CFA
Invests via Ulland Investment Advisors LLC
Managed by Nathaniel (Nat) J. Beebe, CFA, Jared P. Plotz, CFA
Automatically Tracked
James RG Skjong Profile
With a multifaceted background in investment and corporate leadership, James RG Skjong has established himself as a significant player in the financial services sector. His experience spans both private equity and public markets, positioning him uniquely to drive value across various investment platforms. As an operating executive, he plays a crucial role in overseeing strategic initiatives that align with long-term growth objectives while navigating complex market dynamics. Known for his analytical acumen, he combines operational insight with financial expertise to optimize performance and create sustainable competitive advantages within the organizations he engages.
With a multifaceted background in investment and corporate leadership, James RG Skjong has established himself as a significant player in the financial services sector. His experience spans both private equity and public markets, positioning him uniquely to drive value across various investment platforms. As an operating executive, he plays a crucial role in overseeing strategic initiatives that align with long-term growth objectives while navigating complex market dynamics. Known for his analytical acumen, he combines operational insight with financial expertise to optimize performance and create sustainable competitive advantages within the organizations he engages.
Investment Philosophy & Strategy
In the realm of investment, James RG Skjong exhibits a distinctive contrarian approach, strategically identifying opportunities often overlooked by conventional investors. He leverages his extensive leadership experience to uncover value in underappreciated sectors and asset classes. By applying deep analytical rigor alongside operational expertise, he adeptly evaluates potential investments while prioritizing innovative growth avenues. His commitment to navigating complex market landscapes allows for thoughtful capital allocation that seeks not only appreciation but also durability against market fluctuations. The fusion of these elements fosters an environment where transformational outcomes can flourish.
In the realm of investment, James RG Skjong exhibits a distinctive contrarian approach, strategically identifying opportunities often overlooked by conventional investors. He leverages his extensive leadership experience to uncover value in underappreciated sectors and asset classes. By applying deep analytical rigor alongside operational expertise, he adeptly evaluates potential investments while prioritizing innovative growth avenues. His commitment to navigating complex market landscapes allows for thoughtful capital allocation that seeks not only appreciation but also durability against market fluctuations. The fusion of these elements fosters an environment where transformational outcomes can flourish.
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:
69.63%
Gain -2.81%
Monthly
0.68%
Yearly
8.52%
Drawdown
21.2%
$130.71M
Equity
Holdings
$130.71M
Investment
$86.6M
$48.56M
Profit -$4.27M
Realized
$4.45M
Unrealized
$44.11M
Dividends
$5.99M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.81%
Profit
-$4.27M
Win %
75%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$1.97M
Win %
75%
This Month
Compared to last month
Gain
-3.37%
Profit
-$4.56M
Win %
75%
This Year
Compared to last year
Gain
-3.39%
Profit
-$4.59M
Win %
74%
BABA Alibaba Group Holding Limited SP ADR
+4.63%
+$53.2 
USAC Usa Compression Partners L.P.
+3.6%
+$12,220 
MRVL Marvell Technology, Inc.
+3.38%
+$45,010.9 
AXON Axon Enterprise, Inc.
+2.68%
+$153,315.52 
ISRG Intuitive Surgical, Inc.
+2.07%
+$2,142 
AVGO Broadcom Inc.
+1.95%
+$7,406.52 
SUN Sunoco L.P.
+1.93%
+$9,223.5 
DDOG Datadog, Inc. Class A Common Stock
+1.93%
+$2,994 
BITW Bitwise 10 Crypto Index Fund
+1.91%
+$392.5 
PAA Plains All American Pipeline, L.P.
+1.82%
+$5,002.5 
NRXS Neuraxis Inc.
+1.78%
+$120 
MSFT Microsoft Corp.
+1.74%
+$36,587.16 
MPWR Monolithic Power Systems, Inc.
+1.7%
+$558.87 
GOOG Alphabet Inc
+1.65%
+$177,663.2 
WES Western Midstream Partners, LP
+1.61%
+$10,841 
GOOGL Alphabet Inc
+1.54%
+$68,186.69 
MPC Marathon Petroleum Corporation
+1.52%
+$428.85 
DOW Dow Inc.
+1.52%
+$102.37 
BTCC Grayscale Bitcoin Covered Call ETF
+1.52%
+$396.4 
EPD Enterprise Products Partners L.P.
+1.48%
+$5,989 
CRM Salesforce Inc
+1.4%
+$499.51 
SCCO Southern Copper Corporation
+1.3%
+$1,135.68 
ICE Intercontinental Exchange, Inc.
+1.2%
+$15,631.2 
CVX Chevron Corporation
+1.17%
+$1,533.01 
PGR Progressive Corporation
+1.16%
+$1,025.1 
LOUP Innovator Deepwater Frontier Tech ETF
+1.01%
+$1,069.2 
AMZN Amazon.com Inc
+1%
+$53,213.36 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
+0.92%
+$2,251.5 
RDDT Reddit Inc Class A
+0.92%
+$68.06 
VRT Vertiv Holdings Co
+0.9%
+$68,999.13 
AMLP Alerian MLP ETF
+0.89%
+$7,910.4 
XOM Exxon Mobil Corporation
+0.86%
+$5,767.14 
IOT Samsara Inc. Class A Common Stock
+0.85%
+$204.75 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.84%
+$30.89 
DLR Digital Realty Trust, Inc.
+0.81%
+$343 
XLE Energy Select Sector SPDR Fund
+0.79%
+$3,626.35 
AIQ Global X Artificial Intelligence & Technology ETF
+0.73%
+$623.5 
V Visa Inc. Class A
+0.68%
+$17,382.56 
CAMT Camtek Ltd.
+0.67%
+$36.26 
INTU Intuit Inc.
+0.61%
+$3,099.36 
MA Mastercard Incorporated
+0.56%
+$297.92 
IGV iShares Expanded Tech-Software Sector ETF
+0.55%
+$4,999.02 
DRNZ REX Drone ETF
+0.55%
+$33 
ACN Accenture plc Class A
+0.52%
+$24.75 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.5%
+$21.12 
SCHW Charles Schwab Corporation
+0.49%
+$968 
SLV iShares Silver Trust
+0.47%
+$168 
META Meta Platforms Inc Class A
+0.42%
+$28,940.8 
BP BP p.l.c. Sponsored ADR
+0.39%
+$27.06 
CEG Constellation Energy Corporation
+0.39%
+$89.18 
DD DuPont de Nemours, Inc.
+0.33%
+$33.75 
RTX RTX Corporation
+0.33%
+$1,426.56 
OTIS Otis Worldwide Corporation
+0.24%
+$187.74 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.23%
+$8.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$9,830.26 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$10.54 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$10,194.96 
IUSG iShares Core S&P U.S. Growth ETF
+0.14%
+$1,401.4 
PSI Invesco Semiconductors ETF
+0.14%
+$775.4 
SJM The J.M. Smucker Company
+0.12%
+$37.38 
ET Energy Transfer L.P.
+0.12%
+$625 
APD Air Products and Chemicals, Inc.
+0.11%
+$24.75 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.11%
+$2,254.34 
MPLX MPLX LP
+0.08%
+$337.5 
VUG Vanguard Growth ETF
+0.07%
+$29.7 
DMLP Dorchester Minerals, L.P.
+0.06%
+$240 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
+0.06%
+$3 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$160.8 
BSX Boston Scientific Corporation
+0.03%
+$284.01 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$9.27 
MCI Barings Corporate Investors
+0.03%
+$3.67 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.01%
+$12.91 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
LFCR Lifecore Biomedical, Inc.
0%
$0 
LZ LegalZoom.com, Inc.
0%
$0 
SGVT Schwab Government Money Market ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONA Honeywell Aerospace Inc.
-5.39%
-$1,448.43 
USAR USA Rare Earth, Inc.
-5.05%
-$424.23 
DELL Dell Technologies Inc.
-3.3%
-$1,962.75 
BX Blackstone Inc.
-3.17%
-$498.48 
TSLA Tesla, Inc.
-2.93%
-$949.45 
EMR Emerson Electric Co.
-2.82%
-$807.7 
APG Api Group Corporation
-2.54%
-$1,530 
AI C3.ai Inc.
-2.48%
-$56.94 
LOW Lowe's Companies Inc.
-2.38%
-$40,369.44 
CDW CDW Corporation
-2.36%
-$197.82 
SOLV Solventum Corporation
-2.26%
-$267.91 
MRK Merck & Co., Inc.
-2.23%
-$2,717.88 
LLY Eli Lilly and Company
-2.23%
-$5,248 
SOLS Sollensys Corp
-2.22%
-$45.33 
SWK Stanley Black & Decker Inc.
-2.21%
-$193.03 
NFLX Netflix, Inc.
-2.16%
-$208.6 
LRCX Lam Research Corporation
-2.13%
-$1,338 
CARR Carrier Global Corporation
-2.11%
-$3,145.05 
CAT Caterpillar Inc.
-2.08%
-$8,500.2 
FDX FedEx Corporation
-2.07%
-$647 
VICR Vicor Corporation
-1.94%
-$1,783.32 
SQ Block, Inc.
-1.94%
-$19,896.94 
HD The Home Depot, Inc.
-1.92%
-$449.19 
ITW Illinois Tool Works Inc.
-1.91%
-$695.64 
FDXF FedEx Freight Holding Company Inc.
-1.86%
-$142 
ECL Ecolab Inc.
-1.79%
-$6,459.69 
PEP PepsiCo, Inc.
-1.74%
-$1,018.64 
AAPL Apple Inc.
-1.65%
-$70,385.39 
LH Labcorp Holdings Inc.
-1.63%
-$4,818.67 
SKY Skyline Champion Corporation
-1.6%
-$59,607.24 
WMT Walmart Inc.
-1.59%
-$1,716.26 
AMKR Amkor Technology Inc.
-1.52%
-$6,244.8 
DIS The Walt Disney Company
-1.5%
-$220.5 
NSC Norfolk Southern Corporation
-1.5%
-$1,530 
PNC The PNC Financial Services Group, Inc.
-1.49%
-$214.6 
JNJ Johnson & Johnson
-1.48%
-$5,538.95 
SNPS Synopsys, Inc.
-1.47%
-$11,177.1 
GRMN Garmin Ltd.
-1.41%
-$45.63 
WFC Wells Fargo & Company
-1.41%
-$1,685.1 
CPNG Coupang Inc.
-1.38%
-$828 
CCJ Cameco Corporation
-1.31%
-$896 
NKE Nike, Inc. - Class B
-1.28%
-$22.4 
BKNG Booking Holdings Inc.
-1.27%
-$1,094.87 
PANW Palo Alto Networks, Inc.
-1.25%
-$4,862.67 
NEE NextEra Energy, Inc.
-1.23%
-$485.38 
BMY Bristol-Myers Squibb Company
-1.15%
-$42 
UMH UMH Properties, Inc.
-1.15%
-$13,682.7 
RYLD Global X Russell 2000 Covered Call ETF
-1.15%
-$1,998 
LNTH Lantheus Holdings, Inc.
-1.14%
-$5,135.25 
ZETA Zeta Global Holdings Corp.
-1.11%
-$72 
COUR Coursera Inc.
-1.08%
-$15 
ETR Entergy Corporation
-1.08%
-$488 
AEP American Electric Power Company, Inc.
-1.07%
-$70.5 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.05%
-$197.5 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$219.2 
EXC Exelon Corporation
-1.02%
-$94 
GS The Goldman Sachs Group, Inc.
-1.01%
-$2,156 
JPM JPMorgan Chase & Co.
-1.01%
-$867.79 
PG Procter & Gamble Co
-1%
-$1,770 
XLI Industrial Select Sector SPDR Fund
-1%
-$179 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$1,045.2 
XYLD Global X S&P 500 Covered Call ETF
-0.94%
-$115.5 
GNRC Generac Holdings Inc.
-0.93%
-$5,223.72 
Q Qnity Electronics Inc.
-0.92%
-$141.12 
ADBE Adobe Inc.
-0.92%
-$256.06 
CNP CenterPoint Energy Inc.
-0.89%
-$232.16 
VNQ Vanguard Real Estate ETF
-0.88%
-$149.6 
RMD ResMed Inc.
-0.84%
-$42 
SPLV Invesco S&P 500 Low Volatility ETF
-0.83%
-$269.87 
WPM Wheaton Precious Metals Corp.
-0.82%
-$399.5 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.81%
-$12,111.42 
FDVV Fidelity High Dividend ETF
-0.8%
-$49.5 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$38.35 
UNH UnitedHealth Group Incorporated
-0.76%
-$19,223.38 
URA Global X Uranium ETF
-0.75%
-$1,036.46 
COST Costco Wholesale Corporation
-0.74%
-$4,306.66 
SMMD iShares Russell 2500 ETF
-0.74%
-$11,443.99 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$422.4 
VMD Viemed Healthcare Inc.
-0.74%
-$2,569.05 
VPU Vanguard Utilities ETF
-0.74%
-$352.8 
VYMI Vanguard International High Dividend Yield Index Fund
-0.73%
-$162.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$286.62 
DGRO iShares Core Dividend Growth ETF
-0.69%
-$235.4 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$230 
EW Edwards Lifesciences Corporation
-0.65%
-$344.4 
CSCO Cisco Systems, Inc.
-0.65%
-$168.63 
SCHF Schwab International Equity ETF
-0.65%
-$170.62 
VB Vanguard Small-Cap ETF
-0.63%
-$1,032.29 
PM Philip Morris International Inc.
-0.62%
-$1,574.4 
VTV Vanguard Value ETF
-0.6%
-$823.19 
SCHM Schwab U.S. Mid-Cap ETF
-0.6%
-$16,703.61 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$7.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$821.29 
VICI Vici Properties Inc.
-0.58%
-$937.75 
FRDM Freedom 100 Emerging Markets ETF
-0.57%
-$14.8 
MPV Barings Participation Investors
-0.57%
-$63 
JIVE JPMorgan International Value ETF
-0.56%
-$20.96 
MIR Mirion Technologies, Inc.
-0.56%
-$1,332.9 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.56%
-$221.54 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$249.28 
IWR iShares Russell Mid-Cap ETF
-0.53%
-$1,739.37 
VTWO Vanguard Russell 2000 ETF
-0.52%
-$24.8 
BUG Global X Cybersecurity ETF
-0.51%
-$708.75 
WFC-PL Wells Fargo & Company
-0.5%
-$430.56 
IWM iShares Russell 2000 ETF
-0.5%
-$73 
SAP SAP SE Sponsored ADR
-0.47%
-$74 
VO Vanguard Mid-Cap ETF
-0.46%
-$181.04 
MMM 3M Company
-0.44%
-$409.5 
TGT Target Corporation
-0.44%
-$257.42 
ALVO Alvotech SA
-0.43%
-$1,642.5 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$3,647.35 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$21,618.83 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.42%
-$43.2 
SUSA iShares MSCI USA ESG Select ETF
-0.31%
-$1,224.35 
HCA HCA Healthcare Inc.
-0.3%
-$397.8 
KMB Kimberly-Clark Corporation
-0.29%
-$579.2 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.28%
-$1,236 
GLD SPDR Gold Shares
-0.28%
-$118.45 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$3,436.16 
SYK Stryker Corporation
-0.27%
-$191.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$36.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$276.92 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$4,378.55 
VOO Vanguard S&P 500 ETF
-0.23%
-$2,229.4 
MO Altria Group, Inc.
-0.23%
-$124.44 
GPIX S&P 500 Core Premium Income Fund
-0.21%
-$2,211.11 
IVV iShares Core S&P 500 ETF
-0.21%
-$77.5 
NVDA NVIDIA Corporation
-0.19%
-$20,224.49 
BSM Black Stone Minerals, L.P.
-0.17%
-$592.5 
ROCY JPMorgan Equity Premium Yield ETF
-0.17%
-$27 
NRP Natural Resource Partners L.P.
-0.14%
-$738.1 
XOVR ERShares Private-Public Crossover ETF
-0.13%
-$2.5 
USB U.S. Bancorp
-0.1%
-$88.08 
APA APA Corporation
-0.1%
-$3.57 
DSI iShares MSCI KLD 400 Social ETF
-0.1%
-$523.12 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$921.63 
NVT nVent Electric plc
-0.08%
-$6.89 
CB Chubb Limited
-0.06%
-$7.87 
CVS CVS Health Corporation
-0.06%
-$0.66 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.04%
-$71.1 
KO The Coca-Cola Company
-0.04%
-$0.7 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$520 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-0.03%
-$29.5 
ITWO ProShares Russell 2000 High Income ETF
-0.02%
-$7.5 Events
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Dividends
Dividend Analysis
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| Trades 1880 | Longs Won 995/1880 52% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,699.36 |
| Average Win $76,334.82 | Best Trade (Jul 22) $6.06M | Sharpe Ratio -12.48 |
| Average Loss -$30,955.92 | Worst Trade (Sep 30) -$1.01M | Z-Score -1.63 (90.66%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 2d | Expectancy $25,828.27 |
| 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% | 0.02% |
| Consecutive Losing Trades | 4,219 | 3,797 | 3,376 | 2,954 | 2,532 | 2,110 | 1,688 | 1,266 | 844 | 422 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for James RG Skjong?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.69M, Axon Enterprise, Inc - $5.58M, Vertiv Holdings Co - $2.42M, Alphabet Inc - $2.05M, and Alphabet Inc - $1.12M. 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: Stem, Inc - $1.65M, Invesco Semiconductors ETF - $1.55M, Wells Fargo & Company - $1.39M, Super Micro Computer Inc - $1.28M, and Fidelity National Information Services, Inc - $884,129.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James RG Skjong's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.99M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $729,463.72, JPMorgan Equity Premium Income Fund - $563,296.29, UnitedHealth Group Incorporated - $403,126.06, Expand Energy Corporation - $292,510.6, and Lowe's Companies Inc - $236,789.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James RG Skjong's monthly returns?
James RG Skjong'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 James RG Skjong's strategy be considered aggressive or moderate?
James RG Skjong's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow James RG Skjong's strategy?
James RG Skjong'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.
