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:
75.53%
Gain +1.43%
Monthly
0.54%
Yearly
6.66%
Drawdown
26.66%
$133.92M
Equity
Holdings
$133.92M
Investment
$84.83M
$50.06M
Profit +$2.44M
Realized
$977,427.79
Unrealized
$49.08M
Dividends
$5.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.43%
Profit
$2.44M
Win %
77%
This Week
Compared To Last Week
Gain
-2.45%
Profit
-$3.37M
Win %
77%
This Month
Compared to last month
Gain
-2.79%
Profit
-$3.84M
Win %
77%
This Year
Compared to last year
Gain
8.08%
Profit
$10.01M
Win %
77%
LRCX Lam Research Corporation
+12.83%
+$8,256 
MRVL Marvell Technology, Inc.
+11.02%
+$45,919.5 
PSI Invesco Semiconductors ETF
+9.37%
+$55,411.5 
CAMT Camtek Ltd.
+9.35%
+$576.46 
AMKR Amkor Technology Inc.
+9.11%
+$90,091.4 
VECO Veeco Instruments Inc.
+8.98%
+$781.44 
VICR Vicor Corporation
+8.62%
+$9,171.36 
SCCO Southern Copper Corporation
+8.17%
+$8,280.85 
MPWR Monolithic Power Systems, Inc.
+8%
+$2,945.5 
GNRC Generac Holdings Inc.
+7.5%
+$49,335 
SWK Stanley Black & Decker Inc.
+7.36%
+$552.9 
DAL Delta Air Lines, Inc.
+7.1%
+$434.4 
CRWD CrowdStrike Holdings, Inc.
+6.81%
+$40,423.08 
HON Honeywell International Inc.
+6.56%
+$4,320 
PANW Palo Alto Networks, Inc.
+6.18%
+$15,912.06 
SKY Skyline Champion Corporation
+6.04%
+$198,643.16 
VRT Vertiv Holdings Co
+5.92%
+$596,318.54 
FDX FedEx Corporation
+5.87%
+$1,873 
DELL Dell Technologies Inc.
+5.8%
+$3,220.5 
ASTLW Algoma Steel Group Inc.
+5.78%
+$2 
URA Global X Uranium ETF
+5.74%
+$8,684.82 
CAT Caterpillar Inc.
+4.73%
+$16,790.9 
GEV GE Vernova Inc.
+4.6%
+$119.58 
TSLA Tesla, Inc.
+4.56%
+$3,564.95 
AI C3.ai Inc.
+4.54%
+$127.4 
WPM Wheaton Precious Metals Corp.
+4.52%
+$2,284.2 
NVT nVent Electric plc
+4.5%
+$374.18 
JTEK JPMorgan U.S. Tech Leaders ETF
+4.37%
+$96,310.82 
PII Polaris Inc.
+4.36%
+$37.7 
NKE Nike, Inc. - Class B
+4.36%
+$76.6 
AIQ Global X Artificial Intelligence & Technology ETF
+4.21%
+$3,741 
CCJ Cameco Corporation
+4.18%
+$3,176 
GE General Electric Company
+4.17%
+$172.64 
MPV Barings Participation Investors
+4.12%
+$469 
LNTH Lantheus Holdings, Inc.
+3.96%
+$19,059.76 
RTX RTX Corporation
+3.83%
+$15,157.2 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$229.16 
LOUP Innovator Deepwater Frontier Tech ETF
+3.79%
+$3,400.4 
AVGO Broadcom Inc.
+3.69%
+$13,577.85 
SCHF Schwab International Equity ETF
+3.65%
+$941.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$1,399.38 
EMR Emerson Electric Co.
+3.62%
+$1,016.8 
TGT Target Corporation
+3.48%
+$669 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$238,275.44 
DD DuPont de Nemours Inc.
+3.3%
+$334.12 
XLI Industrial Select Sector SPDR Fund
+3.23%
+$548 
SMMD iShares Russell 2500 ETF
+3.09%
+$46,124.4 
GS The Goldman Sachs Group, Inc.
+3.07%
+$6,152 
VTWO Vanguard Russell 2000 ETF
+3.04%
+$128.39 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$575 
IWM iShares Russell 2000 ETF
+3%
+$423.5 
SLYG SPDR S&P 600 Small Cap Growth ETF
+2.96%
+$289.8 
SCHM Schwab U.S. Mid-Cap ETF
+2.9%
+$80,755.77 
BTCC Grayscale Bitcoin Covered Call ETF
+2.89%
+$1,041.93 
GBTC Grayscale Bitcoin Trust ETF
+2.87%
+$690 
ITWO ProShares Russell 2000 High Income ETF
+2.85%
+$875 
IQQQ ProShares Nasdaq-100 High Income ETF
+2.85%
+$4,315.5 
GRMN Garmin Ltd.
+2.81%
+$84.5 
APG Api Group Corporation
+2.78%
+$1,725 
VMD Viemed Healthcare Inc.
+2.76%
+$23,938.6 
ECL Ecolab Inc.
+2.76%
+$8,040.07 
BTC Grayscale Bitcoin Mini Trust ETF
+2.74%
+$75 
CARR Carrier Global Corporation
+2.72%
+$4,012.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$128,749.41 
DDOG Datadog, Inc. Class A Common Stock
+2.51%
+$942.98 
VB Vanguard Small-Cap ETF
+2.48%
+$3,954.37 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$118.62 
HD The Home Depot, Inc.
+2.42%
+$533.71 
NVDA NVIDIA Corporation
+2.42%
+$262,486.85 
BMY Bristol-Myers Squibb Company
+2.41%
+$80.4 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$645.41 
CSCO Cisco Systems, Inc.
+2.4%
+$658.35 
NRXS Neuraxis Inc.
+2.35%
+$160 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$4,751.68 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$499.4 
LLY Eli Lilly and Company
+2.31%
+$5,260 
ALVO Alvotech SA
+2.29%
+$6,887.5 
IUSG iShares Core S&P U.S. Growth ETF
+2.25%
+$24,140.76 
LOW Lowe's Companies Inc.
+2.25%
+$41,271.12 
CVS CVS Health Corporation
+2.23%
+$24.04 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+2.22%
+$1,925 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$7,018 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$24,435.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$256.7 
VUG Vanguard Growth ETF
+1.88%
+$847.8 
BKNG Booking Holdings Inc.
+1.87%
+$1,425 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$1,975.74 
VO Vanguard Mid-Cap ETF
+1.81%
+$696.88 
CEG Constellation Energy Corporation
+1.81%
+$288.75 
IJS iShares S&P Small-Cap 600 Value ETF
+1.78%
+$586.25 
ITW Illinois Tool Works Inc.
+1.77%
+$586.08 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+1.77%
+$10,524.8 
VOO Vanguard S&P 500 ETF
+1.76%
+$16,433.51 
IVV iShares Core S&P 500 ETF
+1.75%
+$1,247.54 
SUSA iShares MSCI USA ESG Select ETF
+1.73%
+$9,926.62 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$22,264.13 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$32,971.63 
VTV Vanguard Value ETF
+1.7%
+$2,250.48 
GPIX S&P 500 Core Premium Income Fund
+1.69%
+$15,087.8 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$5,624 
BX Blackstone Inc.
+1.66%
+$244.28 
DSI iShares MSCI KLD 400 Social ETF
+1.62%
+$12,292.5 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$3,411.2 
CVLT Commvault Systems Inc.
+1.49%
+$10,649.65 
MCI Barings Corporate Investors
+1.48%
+$183.75 
MRK Merck & Co., Inc.
+1.45%
+$1,655.61 
USB U.S. Bancorp
+1.4%
+$1,077.22 
AMZN Amazon.com Inc
+1.37%
+$71,087.25 
AAPL Apple Inc.
+1.36%
+$52,683.26 
BUG Global X Cybersecurity ETF
+1.35%
+$1,446.9 
JPM JPMorgan Chase & Co.
+1.35%
+$1,073.28 
XYLD Global X S&P 500 Covered Call ETF
+1.3%
+$260 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$715.2 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$545.77 
RYLD Global X Russell 2000 Covered Call ETF
+0.99%
+$1,286.5 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$48,354.3 
DLR Digital Realty Trust, Inc.
+0.97%
+$429.98 
MMM 3M Company
+0.94%
+$859.94 
HCA HCA Healthcare Inc.
+0.93%
+$1,252.8 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$301.4 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$931.29 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$10.44 
OTIS Otis Worldwide Corporation
+0.89%
+$690.06 
LZ LegalZoom.com, Inc.
+0.77%
+$6.75 
APD Air Products and Chemicals, Inc.
+0.74%
+$154.5 
ZETA Zeta Global Holdings Corp.
+0.65%
+$39 
GOOG Alphabet Inc
+0.64%
+$73,625.42 
RDDT Reddit Inc Class A
+0.59%
+$42.02 
PNC The PNC Financial Services Group, Inc.
+0.57%
+$75.24 
MPLX MPLX LP
+0.5%
+$1,400 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.47%
+$762.3 
NSC Norfolk Southern Corporation
+0.47%
+$435 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.39%
+$148.4 
WFC Wells Fargo & Company
+0.35%
+$416.15 
GOOGL Alphabet Inc
+0.33%
+$15,255.16 
ISRG Intuitive Surgical, Inc.
+0.21%
+$261 
VPU Vanguard Utilities ETF
+0.19%
+$90.65 
ENB Enbridge Inc.
+0.18%
+$29.5 
JNJ Johnson & Johnson
+0.15%
+$557.2 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$3,944 
VNQ Vanguard Real Estate ETF
+0.05%
+$8.5 
KMB Kimberly-Clark Corporation
+0.05%
+$79.75 
SPLV Invesco S&P 500 Low Volatility ETF
+0.01%
+$4.25 
LH
0%
$0 
MSTEP MicroStrategy, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
ADBE Adobe Inc.
-6.23%
-$3,400.02 
SAP SAP SE Sponsored ADR
-3.97%
-$675.5 
COP ConocoPhillips
-3.69%
-$177.2 
APA APA Corporation
-3.32%
-$128.52 
NOW ServiceNow, Inc.
-2.77%
-$382.2 
INTU Intuit Inc.
-2.71%
-$6,167.7 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.7%
-$113.5 
XOM Exxon Mobil Corporation
-2.7%
-$19,963.02 
MO Altria Group, Inc.
-2.37%
-$1,287.37 
BABA Alibaba Group Holding Limited SP ADR
-2.36%
-$27.2 
AWR American States Water Co.
-2.2%
-$53.63 
BSX Boston Scientific Corporation
-2.15%
-$13,264.16 
CRM Salesforce Inc
-2.14%
-$830.82 
DOW Dow Inc.
-2.06%
-$158.62 
CVX Chevron Corporation
-2%
-$2,721.22 
XLE Energy Select Sector SPDR Fund
-1.97%
-$9,789.75 
SOLV Solventum Corporation
-1.92%
-$226.3 
MSFT Microsoft Corp.
-1.72%
-$33,917.73 
SUN Sunoco L.P.
-1.69%
-$5,550 
IOT Samsara Inc. Class A Common Stock
-1.69%
-$621.5 
AWK American Water Works Company, Inc.
-1.68%
-$74.55 
ACN Accenture plc Class A
-1.58%
-$197.1 
EPD Enterprise Products Partners L.P.
-1.31%
-$3,465 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$240.4 
WTRG Essential Utilities Inc.
-1.18%
-$13.35 
MPC Marathon Petroleum Corporation
-1.17%
-$277.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.12%
-$41.53 
SNPS Synopsys, Inc.
-1.07%
-$10,781.93 
LNDC Landec Corp
-1.07%
-$30 
PM Philip Morris International Inc.
-1.04%
-$2,505.92 
V Visa Inc. Class A
-0.99%
-$23,073.2 
CSR Centerspace Inc.
-0.97%
-$418.38 
KO The Coca-Cola Company
-0.97%
-$16.2 
NFLX Netflix, Inc.
-0.96%
-$110.6 
PAA Plains All American Pipeline, L.P.
-0.95%
-$2,150 
VICI Vici Properties Inc.
-0.93%
-$1,616.5 
SYK Stryker Corporation
-0.93%
-$918.4 
ET Energy Transfer L.P.
-0.92%
-$2,800.02 
ICE Intercontinental Exchange, Inc.
-0.91%
-$12,369.92 
COST Costco Wholesale Corporation
-0.83%
-$5,229.77 
PGR Progressive Corporation
-0.78%
-$680 
CB Chubb Limited
-0.76%
-$88.37 
AMLP Alerian MLP ETF
-0.76%
-$6,218 
SCHW Charles Schwab Corporation
-0.72%
-$1,239.04 
UMH UMH Properties, Inc.
-0.72%
-$7,289.15 
RMD ResMed Inc.
-0.7%
-$33.75 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$6,758 
BP BP p.l.c. Sponsored ADR
-0.58%
-$184.75 
AMPL Amplitude, Inc.
-0.51%
-$1.75 
WFC-PL Wells Fargo & Company
-0.49%
-$578.34 
META Meta Platforms Inc Class A
-0.47%
-$29,494.58 
PEP PepsiCo, Inc.
-0.42%
-$256.8 
PG Procter & Gamble Co
-0.41%
-$725.7 
SHEL Shell plc
-0.41%
-$105 
ETR Entergy Corporation
-0.39%
-$172 
EW Edwards Lifesciences Corporation
-0.34%
-$178.35 
AXON Axon Enterprise, Inc.
-0.34%
-$16,942.5 
MA Mastercard Incorporated
-0.32%
-$154.84 
UNH UnitedHealth Group Incorporated
-0.32%
-$8,446.18 
SJM The J.M. Smucker Company
-0.24%
-$73.08 
WMT Walmart Inc.
-0.23%
-$163.8 
CNP CenterPoint Energy Inc.
-0.19%
-$72 
EXC Exelon Corporation
-0.17%
-$16 
CDW CDW Corporation
-0.16%
-$13.23 
NEE NextEra Energy, Inc.
-0.11%
-$42.18 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.09%
-$3.25 
AEP American Electric Power Company, Inc.
-0.05%
-$3 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$81.84 Events
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Dividends
Dividend Analysis
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| Trades 1693 | Longs Won 872/1693 51% | Profit Factor 2.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $341,567.35 |
| Average Win $87,060.12 | Best Trade (Jun 11) $7.24M | Sharpe Ratio -12.94 |
| Average Loss -$31,492.93 | Worst Trade (Sep 30) -$1.01M | Z-Score -0.5 (38.14%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy $29,569.25 |
| 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% | 0.08% |
| Consecutive Losing Trades | 4,255 | 3,830 | 3,404 | 2,979 | 2,553 | 2,128 | 1,702 | 1,277 | 851 | 426 |
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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Option values are updated at end of day.
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