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:
39.9%
Gain +0.18%
Monthly
1.21%
Yearly
15.55%
Drawdown
13%
$587.83M
Equity
Holdings
$587.83M
Investment
$517.99M
$115.72M
Profit +$615,004.38
Realized
$43.45M
Unrealized
$72.27M
Dividends
$17.2M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$615,004.38
Win %
63%
This Week
Compared To Last Week
Gain
0.11%
Profit
$615,004.38
Win %
63%
This Month
Compared to last month
Gain
-1.16%
Profit
-$6.92M
Win %
63%
This Year
Compared to last year
Gain
-1.22%
Profit
-$7.28M
Win %
66%
GOOG Alphabet Inc
+2.34%
+$8,392.56 
FSK FS KKR Capital Corp.
+2.07%
+$2,500.74 
MSFT Microsoft Corp.
+1.94%
+$104,702.46 
AAPL Apple Inc.
+1.17%
+$395,527.42 
NTRS Northern Trust Corporation
+1.11%
+$3,114 
NOC Northrop Grumman Corporation
+0.98%
+$5,233.21 
JNJ Johnson & Johnson
+0.97%
+$9,126.49 
BA Boeing Company
+0.94%
+$2,649.24 
JPM JPMorgan Chase & Co.
+0.85%
+$70,094.8 
ATR AptarGroup, Inc.
+0.76%
+$2,460.36 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$967.5 
AVGO Broadcom Inc.
+0.34%
+$41,217.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.21%
+$2,582.36 
CEF Sprott Physical Gold and Silver Trust
+0.12%
+$1,132.5 
LLY Eli Lilly and Company
+0.12%
+$338.99 
IBB iShares Biotechnology ETF
+0.1%
+$216.03 
IWB iShares Russell 1000 ETF
+0.07%
+$293.45 
NVDA NVIDIA Corporation
+0.06%
+$13,189.58 
NASA Tema Space Innovators ETF
+0.04%
+$2,148.39 
SLV iShares Silver Trust
+0.04%
+$90.56 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$856.72 
VOO Vanguard S&P 500 ETF
+0.03%
+$94 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$112.33 
CLOZ Panagram BBB-B CLO ETF
+0.02%
+$234.31 
IWY iShares Russell Top 200 Growth ETF
+0.02%
+$57.52 
AMLP Alerian MLP ETF
+0.02%
+$123.69 
VEEV Veeva Systems Inc.
+0.02%
+$108.71 
AAAU Goldman Sachs Physical Gold ETF
+0.01%
+$709.64 
HD The Home Depot, Inc.
+0.01%
+$26.99 
GOOGL Alphabet Inc
+0.01%
+$2,515.89 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$15.39 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.01%
+$2,948.78 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$18.7 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
-$1.13 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CLOX Eldridge AAA CLO ETF
0%
$0 
CLS Celestica Inc.
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
EWW iShares MSCI Mexico ETF
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FGD First Trust Dow Jones Global Select Dividend Index Fund
0%
$0 
FXH First Trust Health Care AlphaDEX Fund
0%
$0 
FXU First Trust Utilities AlphaDEX Fund
0%
$0 
G2004J103
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GVAL Cambria Global Value ETF
0%
$0 
HIMU
0%
$0 
HYLS FT Tactical High Yield ETF
0%
$0 
IGHG ProShares Investment Grade Interest Rate Hedged ETF
0%
$0 
IGLD FT Vest Gold Strategy Target Fund
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
MDIV FT Multi-Asset Diversified Income Fund
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MSIF MSC Income Fund Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PSA Public Storage Common Stock
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
0%
-$15.74 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SMMU PIMCO Short Term Municipal Bond Active ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UFO Procure Space ETF
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
MU Micron Technology, Inc.
-2.25%
-$6,225 
AEP American Electric Power Company, Inc.
-1.44%
-$9,163 
TSLA Tesla, Inc.
-1.22%
-$3,524.25 
NEE NextEra Energy, Inc.
-1.06%
-$4,213.25 
ABBV AbbVie Inc.
-0.94%
-$3,938.14 
LMT Lockheed Martin Corporation
-0.45%
-$1,029.59 
EME EMCOR Group, Inc.
-0.28%
-$1,259.99 
AMAX Adaptive Hedged Multi-Asset Income ETF
-0.27%
-$7,241.06 
O Realty Income Corporation
-0.15%
-$472.9 
MO Altria Group, Inc.
-0.14%
-$282.9 
RYT Invesco S&P 500 Equal Weight ETF
-0.12%
-$18,722.06 
DON WisdomTree U.S. MidCap Dividend Fund
-0.06%
-$143.32 
CVX Chevron Corporation
-0.04%
-$118.14 
HBAN Huntington Bancshares Incorporated
-0.03%
-$128.75 
PH Parker-Hannifin Corporation
-0.02%
-$692.01 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$1,155.09 
PG Procter & Gamble Co
-0.02%
-$78.15 
AEE Ameren Corporation
-0.02%
-$50.34 
XLP Consumer Staples Select Sector SPDR Fund
-0.02%
-$3,761.19 
AMZN Amazon.com Inc
-0.02%
-$2,736.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$53.17 
PM Philip Morris International Inc.
-0.01%
-$30.58 
ETR Entergy Corporation
-0.01%
-$18.41 
ISRG Intuitive Surgical, Inc.
-0.01%
-$1,573.38 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$61.5 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$2,294.27 
XOM Exxon Mobil Corporation
-0.01%
-$46.21 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.01%
-$22.95 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$15.17 Events
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Dividends
Dividend Analysis
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| Trades 782 | Longs Won 405/782 51% | Profit Factor 8.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $703,845.43 |
| Average Win $324,522.19 | Best Trade (Jul 28) $8.03M | Sharpe Ratio -15.42 |
| Average Loss -$41,685.51 | Worst Trade (Jul 28) -$4.49M | Z-Score -9.53 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $147,974.49 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Adam Stalnaker?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Morningstar Dividend Leaders Index Fund - $12.06M, Alphabet Inc - $3.75M, Apple Inc - $3.61M, NVIDIA Corporation - $3.53M, and VanEck Uranium and Nuclear ETF - $3.26M. 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: Netflix, Inc - $2.35M, Health Care Select Sector SPDR Fund - $319,505.15, Boeing Company - $76,336.89, iShares Russell 2000 ETF - $47,213.76, and Progressive Corporation - $31,206.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Stalnaker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.2M earned over time. The largest contributors to dividend income include First Trust Morningstar Dividend Leaders Index Fund - $5.18M, Strive Enhanced Income Short Duration Fund - $1.44M, Consumer Staples Select Sector SPDR Fund - $1.01M, JPMorgan Equity Premium Income Fund - $539,963.41, and Adaptive Hedged Multi-Asset Income ETF - $508,546.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Stalnaker's monthly returns?
Adam Stalnaker's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Adam Stalnaker's strategy be considered aggressive or moderate?
Adam Stalnaker's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Adam Stalnaker's strategy?
Adam Stalnaker's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
