Adam Hoffmann Portfolio
Invests via CCM Investment Group LLC | Managed by Adam Hoffmann, James Yaworski
Invests via CCM Investment Group LLC
Managed by Adam Hoffmann, James Yaworski
Automatically Tracked
Experienced private markets professional focused on growth equity and operational value creation. Adam Hoffmann leads investment sourcing and portfolio operations for mid‑market software and services, combining deal execution with hands‑on portfolio support. Background includes corporate development and strategy roles across technology and financial services, and a focus on revenue growth, margin improvement and exit readiness. Market-relevant skills: diligence, structuring, and board-level governance.
Experienced private markets professional focused on growth equity and operational value creation. Adam Hoffmann leads investment sourcing and portfolio operations for mid‑market software and services, combining deal execution with hands‑on portfolio support. Background includes corporate development and strategy roles across technology and financial services, and a focus on revenue growth, margin improvement and exit readiness. Market-relevant skills: diligence, structuring, and board-level governance.
Investment Philosophy & Strategy
Targets mid‑market growth equity opportunities in software and services, applying an operationally driven, metrics‑first approach to accelerate revenue growth and margin expansion. Prioritizes recurring‑revenue business models with clear unit economics, structuring deals to align incentives with founders and reserve capital for follow‑on growth. Emphasizes rigorous diligence, active board governance, and hands‑on portfolio support—commercial scaling, pricing optimization, and go‑to‑market execution—to enhance exit readiness over a 3–7 year horizon while preserving downside protection through covenants and staged capital deployment.
Targets mid‑market growth equity opportunities in software and services, applying an operationally driven, metrics‑first approach to accelerate revenue growth and margin expansion. Prioritizes recurring‑revenue business models with clear unit economics, structuring deals to align incentives with founders and reserve capital for follow‑on growth. Emphasizes rigorous diligence, active board governance, and hands‑on portfolio support—commercial scaling, pricing optimization, and go‑to‑market execution—to enhance exit readiness over a 3–7 year horizon while preserving downside protection through covenants and staged capital deployment.
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:
0.09%
Gain
Monthly
0%
Yearly
0.06%
Drawdown
25.3%
$1.23B
Equity
Holdings
$1.23B
Investment
$929.75M
$299.9M
Profit -$2.8M
Realized
$804,854.98
Unrealized
$299.09M
Dividends
$41.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.8M
Win %
63%
This Week
Compared To Last Week
Gain
0.15%
Profit
$1.82M
Win %
63%
This Month
Compared to last month
Gain
-0.29%
Profit
-$3.63M
Win %
63%
This Year
Compared to last year
Gain
14.31%
Profit
$153.82M
Win %
63%
ADM Archer-Daniels-Midland Co
+3.04%
+$104,464.08 
HPQ HP Inc.
+3.02%
+$82,617.02 
MUSA Murphy USA Inc.
+2.9%
+$25,449.76 
CSCO Cisco Systems, Inc.
+2.54%
+$303,049.8 
NOC Northrop Grumman Corporation
+2.04%
+$81,426.36 
LYB LyondellBasell Industries N.V.
+1.95%
+$29,984.62 
NTAP NetApp, Inc.
+1.89%
+$45,103.7 
MAN ManpowerGroup Inc.
+1.88%
+$11,606.05 
CNC Centene Corporation
+1.83%
+$53,987.31 
DOW Dow Inc.
+1.83%
+$44,556.94 
CF CF Industries Holdings, Inc.
+1.82%
+$36,307.44 
SWKS Skyworks Solutions Inc.
+1.65%
+$14,129.35 
CAT Caterpillar Inc.
+1.65%
+$256,146.93 
MO Altria Group, Inc.
+1.64%
+$124,761.59 
XOM Exxon Mobil Corporation
+1.63%
+$193,329.78 
TXT Textron Inc.
+1.57%
+$25,974.64 
CHRD Chord Energy Corp
+1.56%
+$12,992.18 
ARW Arrow Electronics Inc.
+1.53%
+$18,370.56 
QRVO Qorvo Inc.
+1.5%
+$13,731.25 
PSX Phillips 66
+1.46%
+$122,339.6 
BMY Bristol-Myers Squibb Company
+1.45%
+$83,797 
OVV Ovintiv Inc.
+1.4%
+$15,491.11 
JNJ Johnson & Johnson
+1.38%
+$175,663.65 
ABBV AbbVie Inc.
+1.34%
+$108,324 
EMR Emerson Electric Co.
+1.34%
+$44,334.96 
OXY Occidental Petroleum Corporation
+1.29%
+$34,408.92 
CVX Chevron Corporation
+1.26%
+$106,343.7 
PM Philip Morris International Inc.
+1.21%
+$112,780.21 
VLO Valero Energy Corporation
+1.14%
+$120,886.39 
CMI Cummins Inc.
+1.07%
+$43,284.79 
M Macy's Inc.
+1.06%
+$10,922.67 
LMT Lockheed Martin Corporation
+1.02%
+$64,531.85 
DVA DaVita Inc.
+0.95%
+$10,421.9 
DVN Devon Energy Corporation
+0.88%
+$23,988.64 
CAH Cardinal Health Inc.
+0.87%
+$42,516 
COP ConocoPhillips
+0.87%
+$57,323.14 
MRK Merck & Co., Inc.
+0.85%
+$69,297.84 
AVRE Avantis Real Estate ETF
+0.8%
+$468,303.81 
HAL Halliburton Company
+0.76%
+$9,476.93 
SCCO Southern Copper Corporation
+0.74%
+$6,789.95 
LH Labcorp Holdings Inc.
+0.72%
+$10,675.37 
LHX L3Harris Technologies, Inc.
+0.72%
+$28,072.44 
MPC Marathon Petroleum Corporation
+0.7%
+$70,557.94 
GD General Dynamics Corporation
+0.68%
+$36,977.5 
JCI Johnson Controls International plc
+0.67%
+$29,893.96 
SYY Sysco Corporation
+0.67%
+$15,855.95 
TER Teradyne, Inc.
+0.65%
+$13,639.44 
DGX Quest Diagnostics Inc.
+0.65%
+$12,294.4 
DKS Dick's Sporting Goods, Inc.
+0.64%
+$6,204.96 
NSC Norfolk Southern Corporation
+0.64%
+$27,234.89 
NEU NewMarket Corporation
+0.61%
+$3,962.64 
EA Electronic Arts Inc.
+0.57%
+$13,460.48 
TGT Target Corporation
+0.56%
+$30,607.59 
MCK McKesson Corporation
+0.53%
+$39,696.84 
EOG EOG Resources, Inc.
+0.52%
+$30,338.22 
ACI Albertsons Companies, Inc.
+0.5%
+$3,019.12 
KR Kroger Co.
+0.49%
+$9,160.52 
HON Honeywell International Inc.
+0.48%
+$14,605.31 
UNP Union Pacific Corporation
+0.47%
+$34,734 
DBX Dropbox Inc.
+0.36%
+$2,258.63 
SAIC Science Applications International Corporation Common Stock
+0.33%
+$1,848.78 
YUM Yum! Brands, Inc.
+0.29%
+$6,243.02 
LRCX Lam Research Corporation
+0.28%
+$61,865.1 
FOXA Fox Corporation
+0.26%
+$3,306.15 
EMN Eastman Chemical Company
+0.26%
+$1,972.08 
CI The Cigna Group
+0.25%
+$13,447.44 
DDS Dillard's Inc.
+0.22%
+$1,793.22 
ULTA Ulta Beauty Inc.
+0.21%
+$4,439.3 
FOX Fox Corporation Class B Common Stock
+0.21%
+$1,362.06 
T AT&T Inc.
+0.18%
+$10,189.58 
WSM Williams-Sonoma, Inc.
+0.18%
+$3,167.25 
HII Huntington Ingalls Industries Inc.
+0.15%
+$813.42 
GILD Gilead Sciences Inc.
+0.14%
+$9,948.7 
BC Brunswick Corporation
+0.12%
+$885.8 
BBY Best Buy Co., Inc.
+0.09%
+$1,803.97 
AGCO AGCO Corporation
+0.08%
+$228.24 
CHRW C.H. Robinson Worldwide, Inc.
+0.07%
+$1,466.91 
BWA BorgWarner Inc.
+0.02%
+$203.16 
92343E106
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
PINC Premier Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
NWL Newell Brands Inc.
-3.22%
-$8,369.02 
BLDR Builders FirstSource, Inc.
-3%
-$30,177.81 
WHR Whirlpool Corporation
-2.98%
-$8,353.8 
VFC V.F. Corporation
-2.89%
-$8,318.36 
KO The Coca-Cola Company
-2.88%
-$199,158.05 
ACM Aecom
-2.77%
-$16,928.44 
EXP Eagle Materials Inc.
-2.71%
-$12,535.35 
HCA HCA Healthcare Inc.
-2.56%
-$150,360.58 
OMC Omnicom Group Inc.
-2.53%
-$40,433.79 
KBR KBR Inc.
-2.46%
-$5,220.74 
BKNG Booking Holdings Inc.
-2.42%
-$123,876.5 
AMCR Amcor plc
-2.39%
-$25,291.8 
LEN-B Lennar Corporation
-2.28%
-$8,625.17 
NVR NVR, Inc.
-2.22%
-$39,559.55 
LOPE Grand Canyon Education Inc.
-2.2%
-$11,081.7 
TTC The Toro Company
-2.11%
-$11,505.92 
LEN Lennar Corporation
-2.09%
-$38,195.61 
LPX Louisiana-Pacific Corporation
-2.06%
-$10,925.7 
AOS A. O. Smith Corporation
-2.02%
-$14,011.7 
AMAT Applied Materials, Inc.
-1.98%
-$265,201.2 
SGI Somnigroup International Inc.
-1.96%
-$14,304.55 
GNTX Gentex Corporation
-1.95%
-$11,860.67 
DHI D.R. Horton, Inc.
-1.9%
-$48,746.41 
TOL Toll Brothers Inc
-1.89%
-$24,956.15 
FMC FMC Corporation
-1.84%
-$2,689.05 
MHK Mohawk Industries, Inc.
-1.83%
-$6,260.1 
MTD Mettler-Toledo International Inc.
-1.8%
-$21,586.52 
VAC Marriott Vacations Worldwide Corporation
-1.71%
-$8,224.98 
PVH PVH Corp.
-1.68%
-$9,891.88 
ELV Elevance Health, Inc.
-1.67%
-$66,698.38 
LKQ LKQ Corporation
-1.65%
-$10,756.02 
CDW CDW Corporation
-1.64%
-$10,899.36 
LECO Lincoln Electric Holdings, Inc.
-1.61%
-$8,648.58 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$1.19M 
FBIN Fortune Brands Innovations Inc.
-1.6%
-$7,715.4 
ITW Illinois Tool Works Inc.
-1.58%
-$82,777.14 
LOW Lowe's Companies Inc.
-1.54%
-$77,552.37 
BYD Boyd Gaming Corporation
-1.52%
-$8,254.16 
PAG Penske Automotive Group Inc.
-1.5%
-$6,429.06 
UHS Universal Health Services, Inc.
-1.47%
-$10,170 
FLO Flowers Foods, Inc.
-1.45%
-$3,151.62 
CTSH Cognizant Technology Solutions Corporation
-1.44%
-$22,666.88 
CPB The Campbell's Company
-1.44%
-$2,765.43 
ALLE Allegion plc
-1.41%
-$7,508.76 
TNL Travel + Leisure Co.
-1.4%
-$9,844.22 
CIVI Civitas Resources Inc.
-1.37%
-$4,476.78 
RL Ralph Lauren Corporation
-1.37%
-$14,352.4 
AYI Acuity Brands Inc.
-1.35%
-$6,859.68 
AN AutoNation Inc.
-1.31%
-$8,737.86 
CSL Carlisle Companies Inc.
-1.31%
-$19,309.16 
MSM MSC Industrial Direct Co., Inc.
-1.3%
-$13,612.13 
PEP PepsiCo, Inc.
-1.28%
-$61,923.26 
POOL Pool Corporation
-1.27%
-$4,113.12 
MAS Masco Corporation
-1.25%
-$20,246 
RHI Robert Half Inc.
-1.23%
-$6,384.18 
G Genpact Ltd.
-1.23%
-$3,055.36 
DXC Dxc Technology Co.
-1.23%
-$3,052.56 
JBL Jabil Inc.
-1.2%
-$16,518.67 
PHM PulteGroup Inc.
-1.19%
-$26,794.46 
DLB Dolby Laboratories Inc.
-1.18%
-$2,230.2 
HOG Harley-Davidson Inc.
-1.16%
-$3,474.48 
AVDV Avantis International Small Cap Value ETF
-1.16%
-$858,301.92 
CLX The Clorox Company
-1.15%
-$10,331.59 
GIS General Mills, Inc.
-1.11%
-$22,495.45 
HD The Home Depot, Inc.
-1.09%
-$74,045.23 
AVES Avantis Emerging Markets Value ETF
-1.06%
-$541,496.24 
HRL Hormel Foods Corporation
-1.03%
-$3,837.2 
SMG Scotts Miracle-Gro Co.
-0.97%
-$4,279.88 
BBWI Bath & Body Works, Inc.
-0.92%
-$4,815.52 
MCD McDonald's Corporation
-0.91%
-$36,665 
AMGN Amgen Inc.
-0.9%
-$65,759.29 
CROX Crocs, Inc.
-0.89%
-$7,033.14 
AAPL Apple Inc.
-0.88%
-$289,967.25 
CAG Conagra Brands Inc.
-0.86%
-$4,021.12 
ALSN Allison Transmission Holdings Inc.
-0.85%
-$5,673.22 
SCI Service Corporation International
-0.78%
-$6,398.12 
MOS Mosaic Company
-0.78%
-$5,905.37 
BKR Baker Hughes Company
-0.73%
-$14,622.94 
KDP Keurig Dr Pepper Inc.
-0.72%
-$9,945 
SNA Snap-on Inc.
-0.69%
-$7,848 
AM Antero Midstream Corporation
-0.68%
-$5,408.1 
KHC The Kraft Heinz Company
-0.67%
-$13,051.85 
CMCSA Comcast Corp
-0.66%
-$30,082.74 
IP International Paper Company
-0.66%
-$9,347.5 
CCK Crown Holdings Inc.
-0.65%
-$4,496.92 
RS Reliance Inc.
-0.63%
-$12,519.94 
EXPD Expeditors International of Washington, Inc.
-0.61%
-$16,824.27 
COLM Columbia Sportswear Company
-0.59%
-$2,932.92 
AVUV Avantis U.S. Small Cap Value ETF
-0.59%
-$748,436.74 
ADI Analog Devices, Inc.
-0.59%
-$39,513.37 
DRI Darden Restaurants, Inc.
-0.51%
-$7,409.82 
POST Post Holdings Inc.
-0.51%
-$1,307.25 
MDT Medtronic plc
-0.5%
-$26,269.32 
SJM The J.M. Smucker Company
-0.44%
-$4,223.5 
EBAY eBay Inc.
-0.43%
-$20,576.16 
CSX CSX Corporation
-0.43%
-$35,346.74 
CL Colgate-Palmolive Company
-0.41%
-$20,888.01 
CHTR Charter Communications Inc
-0.41%
-$4,283.15 
UPS United Parcel Service, Inc.
-0.37%
-$21,937.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.37%
-$473,657.25 
LSTR Landstar System Inc.
-0.33%
-$2,422 
ORLY O'Reilly Automotive Inc.
-0.31%
-$13,433.85 
AZO AutoZone Inc.
-0.28%
-$10,896.87 
FERG Ferguson Enterprises Inc
-0.28%
-$9,624.55 
BAH Booz Allen Hamilton Holding Corporation
-0.28%
-$1,090.98 
HRB H&R Block Inc.
-0.28%
-$1,795.61 
OC Owens Corning
-0.25%
-$2,065.26 
INGR Ingredion Inc.
-0.24%
-$733 
KMI Kinder Morgan, Inc.
-0.23%
-$8,534.48 
NXST Nexstar Media Group Inc.
-0.22%
-$1,770.39 
TSN Tyson Foods Inc.
-0.22%
-$2,440.62 
TPR Tapestry Inc.
-0.21%
-$5,299.5 
NEM Newmont Corporation
-0.19%
-$12,359.9 
PG Procter & Gamble Co
-0.19%
-$13,902.6 
PKG Packaging Corporation of America
-0.18%
-$1,778.48 
SON Sonoco Products Co.
-0.17%
-$723.24 
GPC Genuine Parts Company
-0.15%
-$1,983.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$161,190.77 
KMB Kimberly-Clark Corporation
-0.11%
-$3,124.09 
PFE Pfizer Inc.
-0.06%
-$3,434.85 
DOX Amdocs Limited
-0.06%
-$352.2 
MMM 3M Company
-0.06%
-$3,194.55 
STLD Steel Dynamics Inc.
-0.01%
-$480.48 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 411 | Longs Won 232/411 56% | Profit Factor 10.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.72M |
| Average Win $1.42M | Best Trade (Jul 16) $43.64M | Sharpe Ratio -10.08 |
| Average Loss -$168,820.58 | Worst Trade (Jul 10) -$2.77M | Z-Score 3.06 (99.78%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $729,674.92 |
| 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 | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
