Adam Stalnaker Portfolio
Invests via Rockport Wealth LLC | Managed by Adam Stalnaker, Joseph John Kovach
Invests via Rockport Wealth LLC
Managed by Adam Stalnaker, Joseph John Kovach
Automatically Tracked
Adam Stalnaker Profile
Veteran technology operator and early-stage investor concentrating on enterprise software, cloud infrastructure and developer tools, with experience scaling startups from seed to growth. Adam Stalnaker served in product and GTM leadership roles and co-founded startups before transitioning to angel and seed investing, advising CTOs and founders on go-to-market and product-market fit. Active in SF Bay startup ecosystem and mentorship networks.
Veteran technology operator and early-stage investor concentrating on enterprise software, cloud infrastructure and developer tools, with experience scaling startups from seed to growth. Adam Stalnaker served in product and GTM leadership roles and co-founded startups before transitioning to angel and seed investing, advising CTOs and founders on go-to-market and product-market fit. Active in SF Bay startup ecosystem and mentorship networks.
Investment Philosophy & Strategy
Focuses on early-stage enterprise software, cloud infrastructure, and developer tools with a founder-first, product-market-fit driven investment approach. Prefers seed-to-growth allocations where hands-on product and GTM experience can accelerate scaling; prioritizes technical teams with clear defensibility and rapid user feedback loops. Emphasizes concentrated, conviction-led positions with follow-on reserve discipline, leverages SF Bay operator network for hiring and customer introductions, and adopts a multi-year time horizon favoring durable unit economics over short-term traction.
Focuses on early-stage enterprise software, cloud infrastructure, and developer tools with a founder-first, product-market-fit driven investment approach. Prefers seed-to-growth allocations where hands-on product and GTM experience can accelerate scaling; prioritizes technical teams with clear defensibility and rapid user feedback loops. Emphasizes concentrated, conviction-led positions with follow-on reserve discipline, leverages SF Bay operator network for hiring and customer introductions, and adopts a multi-year time horizon favoring durable unit economics over short-term traction.
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:
24.27%
Gain -1.02%
Monthly
0.83%
Yearly
10.41%
Drawdown
14.17%
$582.1M
Equity
Holdings
$582.1M
Investment
$505.23M
$111.89M
Profit -$6.46M
Realized
$35.01M
Unrealized
$76.87M
Dividends
$15.23M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$6.46M
Win %
60%
This Week
Compared To Last Week
Gain
-1.56%
Profit
-$9.23M
Win %
60%
This Month
Compared to last month
Gain
-3.63%
Profit
-$21.95M
Win %
60%
This Year
Compared to last year
Gain
-0.11%
Profit
$3.34M
Win %
62%
PM Philip Morris International Inc.
+2.51%
+$6,088.32 
T AT&T Inc.
+2.11%
+$4,519.68 
CVX Chevron Corporation
+1.64%
+$4,936.58 
XLP Consumer Staples Select Sector SPDR Fund
+1.64%
+$176,071.7 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+1.52%
+$392,110.47 
XLE Energy Select Sector SPDR Fund
+1.52%
+$106,206.99 
WMT Walmart Inc.
+1.46%
+$3,477.3 
AMLP Alerian MLP ETF
+1.21%
+$8,148.42 
XOM Exxon Mobil Corporation
+1.14%
+$7,597.3 
FE FirstEnergy Corp.
+1.12%
+$6,364.37 
FSK FS KKR Capital Corp.
+1.1%
+$1,364.04 
ETR Entergy Corporation
+0.74%
+$1,491.21 
NFLX Netflix, Inc.
+0.72%
+$58,501.45 
AEE Ameren Corporation
+0.71%
+$1,938.09 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.66%
+$292,242.72 
JNJ Johnson & Johnson
+0.64%
+$5,475.04 
AEP American Electric Power Company, Inc.
+0.6%
+$3,618.23 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.47%
+$90,475.01 
WPC W. P. Carey Inc.
+0.44%
+$2,069.43 
MSIF MSC Income Fund Inc.
+0.43%
+$5,303.65 
PSA Public Storage Common Stock
+0.34%
+$1,038.4 
AAPL Apple Inc.
+0.33%
+$102,990.58 
NEE-PN NextEra Energy, Inc. Series N J
+0.27%
+$296.16 
PG Procter & Gamble Co
+0.26%
+$989.52 
CLOX Eldridge AAA CLO ETF
+0.23%
+$1,416 
FXU First Trust Utilities AlphaDEX Fund
+0.17%
+$18,275.27 
MDIV FT Multi-Asset Diversified Income Fund
+0.12%
+$5,142.98 
HBAN Huntington Bancshares Incorporated
+0.12%
+$515 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
+0.1%
+$212.6 
BUXX Strive Enhanced Income Short Duration Fund
+0.07%
+$55,268.47 
XLU Utilities Select Sector SPDR Fund
+0.04%
+$2,985.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$124.79 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$50.15 
CLOA iShares AAA CLO ETF
0%
$0 
HIMU
0%
$0 
CCL Carnival Corporation Ltd.
-6.22%
-$27,229.12 
EME EMCOR Group, Inc.
-6.18%
-$30,702 
AVGO Broadcom Inc.
-5.17%
-$702,113.88 
GDX VanEck Gold Miners ETF
-4.87%
-$203,398.02 
PHYS Sprott Physical Gold Trust
-4.08%
-$20,193.65 
IGLD FT Vest Gold Strategy Target Fund
-3.89%
-$57,748.26 
AIRR First Trust RBA American Industrial Renaissance ETF
-3.88%
-$456,924.6 
NVDA NVIDIA Corporation
-3.77%
-$904,013.85 
NLR VanEck Uranium and Nuclear ETF
-3.49%
-$570,973.08 
ISRG Intuitive Surgical, Inc.
-3.42%
-$800,597.07 
XLI Industrial Select Sector SPDR Fund
-3.41%
-$156,189.51 
CEF Sprott Physical Gold and Silver Trust
-3.33%
-$36,420.67 
PH Parker-Hannifin Corporation
-3.29%
-$89,608.02 
RSPT Invesco S&P 500 Equal Weight ETF
-2.75%
-$409,622.2 
NTRS Northern Trust Corporation
-2.65%
-$7,053.21 
AMZN Amazon.com Inc
-2.54%
-$453,200.79 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.51%
-$233,698.77 
ITA iShares U.S. Aerospace & Defense ETF
-2.46%
-$7,594.16 
GOOG Alphabet Inc
-2.42%
-$12,414.93 
CLS Celestica Inc.
-2.38%
-$512,792.44 
SLV iShares Silver Trust
-2.31%
-$6,158.07 
GOOGL Alphabet Inc
-2.16%
-$715,677.82 
QQQ Invesco QQQ Trust, Series 1
-1.96%
-$108,930.4 
QQQI Neos NASDAQ-100 High Income ETF
-1.88%
-$9,426.56 
IWY iShares Russell Top 200 Growth ETF
-1.71%
-$5,635 
UFO Procure Space ETF
-1.62%
-$85,969.9 
VOO Vanguard S&P 500 ETF
-1.58%
-$5,928.17 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.58%
-$5,361.17 
IVV iShares Core S&P 500 ETF
-1.58%
-$19,645.76 
IWB iShares Russell 1000 ETF
-1.56%
-$6,581.43 
SPY SPDR S&P 500 ETF Trust
-1.55%
-$16,587.98 
SPYI NEOS S&P 500 High Income ETF
-1.52%
-$7,464 
MSFT Microsoft Corp.
-1.49%
-$88,464 
PLTR Palantir Technologies Inc.
-1.36%
-$2,851.21 
RDVY First Trust Rising Dividend Achievers ETF
-1.36%
-$124,868.1 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.29%
-$402,543.54 
RSP Invesco S&P 500 Equal Weight ETF
-1.28%
-$5,849.97 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.18%
-$28,493.22 
JPM JPMorgan Chase & Co.
-1.11%
-$81,581.64 
XLV Health Care Select Sector SPDR Fund
-1.09%
-$47,085.37 
AMAX Adaptive Hedged Multi-Asset Income ETF
-1.04%
-$27,268.16 
ATR AptarGroup, Inc.
-1.01%
-$2,862.3 
LMT Lockheed Martin Corporation
-1%
-$2,106.72 
JEPI JPMorgan Equity Premium Income Fund
-0.93%
-$21,061.56 
GVAL Cambria Global Value ETF
-0.88%
-$80,626.35 
BRK-B Berkshire Hathaway Inc.
-0.76%
-$1,591 
DON WisdomTree U.S. MidCap Dividend Fund
-0.74%
-$1,699.42 
HD The Home Depot, Inc.
-0.73%
-$1,593 
LLY Eli Lilly and Company
-0.71%
-$1,804.08 
IJR iShares Core S&P Small-Cap ETF
-0.7%
-$1,956.08 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.65%
-$2,845.8 
EWW iShares MSCI Mexico ETF
-0.52%
-$30,320.55 
FXH First Trust Health Care AlphaDEX Fund
-0.5%
-$85,099.48 
HYLS FT Tactical High Yield ETF
-0.2%
-$1,740.96 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.19%
-$2,378.8 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$717.3 
ABBV AbbVie Inc.
-0.18%
-$656.41 
FGD First Trust Dow Jones Global Select Dividend Index Fund
-0.18%
-$1,037.64 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.17%
-$413.24 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.1%
-$4,865.18 
TIP iShares TIPS Bond ETF
-0.09%
-$250 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.08%
-$492.8 
SUB iShares Short-Term National Muni Bond ETF
-0.08%
-$522.75 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.06%
-$144.04 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.06%
-$479.46 
CLOZ Panagram BBB-B CLO ETF
-0.04%
-$438.55 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 342/704 48% | Profit Factor 10.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $798,276.22 |
| Average Win $362,242.46 | Best Trade (May 11) $61.85M | Sharpe Ratio -14.01 |
| Average Loss -$33,150.96 | Worst Trade (Jun 05) -$3.77M | Z-Score -7.26 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 4d | Expectancy $158,929.37 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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