Adam J. Peck

Adam J. Peck Portfolio

Invests via Riverwater Partners LLC | Managed by Adam J. Peck, Nathan Fredrick, CFA
Invests via Riverwater Partners LLC
Managed by Adam J. Peck, Nathan Fredrick, CFA
Automatically Tracked
Tracking: 0 Updated: 7 hours ago
Adam J. Peck Profile

Adam J. Peck has cultivated a robust career at the intersection of entrepreneurship and investment management. With experience spanning various sectors, he leverages his background to enhance growth opportunities for emerging ventures. His leadership approach focuses on operational excellence and strategic market expansion, fostering innovation in developing businesses. A notable figure in private equity circles, Peck contributes valuable insights into scalable business models and transformative growth strategies. His involvement with multiple startups showcases his commitment to advancing entrepreneurial ecosystems while delivering substantial value through effective governance.

Adam J. Peck has cultivated a robust career at the intersection of entrepreneurship and investment management. With experience spanning various sectors, he leverages his background to enhance growth opportunities for emerging ventures. His leadership approach focuses on operational excellence and strategic market expansion, fostering innovation in developing businesses. A notable figure in private equity circles, Peck contributes valuable insights into scalable business models and transformative growth strategies. His involvement with multiple startups showcases his commitment to advancing entrepreneurial ecosystems while delivering substantial value through effective governance.

Investment Philosophy & Strategy

With a focus on transformational growth, Adam J. Peck identifies unique investment opportunities that leverage his extensive entrepreneurial background. His approach reflects a deep understanding of operational dynamics and market trends, allowing him to create substantial value in emerging businesses. The emphasis on scalable business models informs both his investment strategies and governance frameworks. By supporting startups with innovative insights, he nurtures an environment conducive to sustainable expansion. Peck's strategic foresight ensures that investments not only yield financial returns but also contribute positively to broader economic landscapes.

With a focus on transformational growth, Adam J. Peck identifies unique investment opportunities that leverage his extensive entrepreneurial background. His approach reflects a deep understanding of operational dynamics and market trends, allowing him to create substantial value in emerging businesses. The emphasis on scalable business models informs both his investment strategies and governance frameworks. By supporting startups with innovative insights, he nurtures an environment conducive to sustainable expansion. Peck's strategic foresight ensures that investments not only yield financial returns but also contribute positively to broader economic landscapes.

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:
95.94%
Gain -0.28%
Monthly
1.24%
Yearly
15.93%
Drawdown
24.96%
$336.47M
Equity
Holdings
$336.47M
Investment
$272.51M
$97.23M
Profit -$523,821.15
Realized
$33.27M
Unrealized
$63.96M
Dividends
$10.51M

Goals

Avg. 50% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$523,821.15
Win %
72%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$4.75M
Win %
72%
This Month
Compared to last month
Gain
-0.59%
Profit
-$2M
Win %
72%
This Year
Compared to last year
Gain
0.02%
Profit
$395,063.62
Win %
69%
Oceaneering International, Inc. logo
OII Oceaneering International, Inc.
+4.91%
+$61,399.24
Apple Inc. logo
AAPL Apple Inc.
+3.16%
+$95,343.11
Stevanato Group S.p.A. logo
STVN Stevanato Group S.p.A.
+2.82%
+$141,048.78
InterDigital, Inc. logo
IDCC InterDigital, Inc.
+2.33%
+$156,712.92
First Solar, Inc. logo
FSLR First Solar, Inc.
+2.03%
+$5,895.72
Devon Energy Corporation logo
DVN Devon Energy Corporation
+1.84%
+$4,536
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
+1.71%
+$40,847.87
Ferrari N.V. logo
RACE Ferrari N.V.
+1.45%
+$6,563.7
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.37%
+$3,584.55
White Mountains Insurance Group Ltd. logo
WTM White Mountains Insurance Group Ltd.
+1.27%
+$4,123.8
Pdf Solutions Inc. logo
PDFS Pdf Solutions Inc.
+1.18%
+$24,869.22
Coastal Financial Corporation logo
CCB Coastal Financial Corporation
+1.16%
+$10,944.45
Fortinet Inc. logo
FTNT Fortinet Inc.
+1.15%
+$6,933.6
Accenture plc Class A logo
ACN Accenture plc Class A
+1.07%
+$8,739.36
Methanex Corporation logo
MEOH Methanex Corporation
+0.98%
+$29,623
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
+0.96%
+$13,781.05
EQT Corporation logo
EQT EQT Corporation
+0.85%
+$3,555.86
Houlihan Lokey Inc. logo
HLI Houlihan Lokey Inc.
+0.85%
+$2,618.61
Range Resources Corporation logo
RRC Range Resources Corporation
+0.81%
+$20,555.72
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+0.8%
+$3,596.91
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+0.79%
+$3,640.38
CDW Corporation logo
CDW CDW Corporation
+0.69%
+$7,059.92
American Vanguard Corporation logo
AVD American Vanguard Corporation
+0.68%
+$368.3
Alphabet Inc logo
GOOGL Alphabet Inc
+0.67%
+$23,569.81
Alphabet Inc logo
GOOG Alphabet Inc
+0.64%
+$4,779.9
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
+0.64%
+$8,055.63
Primerica Inc. logo
PRI Primerica Inc.
+0.6%
+$2,214.4
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+0.48%
+$2,539.41
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.47%
+$11,699.5
Ally Financial Inc. logo
ALLY Ally Financial Inc.
+0.47%
+$855.47
AptarGroup, Inc. logo
ATR AptarGroup, Inc.
+0.46%
+$1,949.36
Provident Financial Services Inc. logo
PFS Provident Financial Services Inc.
+0.43%
+$6,777.24
CNX Resources Corporation logo
CNX CNX Resources Corporation
+0.41%
+$6,848.4
Cullen/Frost Bankers Inc. logo
CFR Cullen/Frost Bankers Inc.
+0.37%
+$14,272.2
Netscout Systems Inc. logo
NTCT Netscout Systems Inc.
+0.37%
+$17,914.03
PACCAR Inc. logo
PCAR PACCAR Inc.
+0.34%
+$1,538.32
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.33%
+$3,498.09
Knight-Swift Transportation Holdings Inc. logo
KNX Knight-Swift Transportation Holdings Inc.
+0.29%
+$2,619.8
Grand Canyon Education Inc. logo
LOPE Grand Canyon Education Inc.
+0.27%
+$14,268.8
Lemaitre Vascular Inc. logo
LMAT Lemaitre Vascular Inc.
+0.21%
+$3,806.92
Ares Capital Corporation logo
ARCC Ares Capital Corporation
+0.18%
+$374.92
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.16%
+$763.6
Zions Bancorporation, National Association logo
ZION Zions Bancorporation, National Association
+0.13%
+$565.92
The Middleby Corporation logo
MIDD The Middleby Corporation
+0.11%
+$1,346.62
Progressive Corporation logo
PGR Progressive Corporation
+0.1%
+$1,066.22
Eli Lilly and Company logo
LLY Eli Lilly and Company
+0.07%
+$1,004
KraneShares Global Carbon Strategy ETF logo
KRBN KraneShares Global Carbon Strategy ETF
+0.06%
+$1,286.04
TE Connectivity plc logo
TEL TE Connectivity plc
+0.05%
+$172.04
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+0.04%
+$297.85
Dollar Tree, Inc. logo
DLTR Dollar Tree, Inc.
+0.03%
+$123.76
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$769.22
Talkspace Inc. logo
TALK Talkspace Inc.
0%
$0
Limoneira Company logo
LMNR Limoneira Company
-11.31%
-$570,268.53
Century Aluminum Company logo
CENX Century Aluminum Company
-7.59%
-$135,091.16
Kaiser Aluminum Corporation logo
KALU Kaiser Aluminum Corporation
-5.81%
-$42,844.88
Perella Weinberg Partners logo
PWP Perella Weinberg Partners
-5.52%
-$41,105.6
Intel Corporation logo
INTC Intel Corporation
-4.92%
-$10,930.7
Abeona Therapeutics Inc. logo
ABEO Abeona Therapeutics Inc.
-4.91%
-$6,904.77
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-4.49%
-$19,554.88
Cushman & Wakefield Ltd. logo
CWK Cushman & Wakefield Ltd.
-3.87%
-$69,514.53
Worthington Enterprises Inc. logo
WOR Worthington Enterprises Inc.
-3.53%
-$53,855.64
Cavco Industries Inc. logo
CVCO Cavco Industries Inc.
-3.29%
-$10,567.08
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.12%
-$10,946.62
Cameco Corporation logo
CCJ Cameco Corporation
-3.08%
-$8,420.25
Modine Manufacturing Company logo
MOD Modine Manufacturing Company
-3.06%
-$47,372.7
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-3.06%
-$23,882.4
Louisiana-Pacific Corporation logo
LPX Louisiana-Pacific Corporation
-3.01%
-$8,435.08
Hayward Holdings Inc. logo
HAYW Hayward Holdings Inc.
-2.94%
-$11,012.04
Carrier Global Corporation logo
CARR Carrier Global Corporation
-2.85%
-$16,759.05
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-2.65%
-$4,020.54
Corning Incorporated logo
GLW Corning Incorporated
-2.64%
-$20,042.85
NPK International Inc. logo
NPKI NPK International Inc.
-2.48%
-$64,017.16
Antero Midstream Corporation logo
AM Antero Midstream Corporation
-2.43%
-$57,446.39
Gates Industrial Corporation plc logo
GTES Gates Industrial Corporation plc
-2.39%
-$9,350.46
Masco Corporation logo
MAS Masco Corporation
-2.38%
-$13,564.38
Fortune Brands Innovations Inc. logo
FBIN Fortune Brands Innovations Inc.
-2.26%
-$4,256.84
Haemonetics Corporation logo
HAE Haemonetics Corporation
-2.25%
-$110,774.62
The Estée Lauder Companies Inc. Class A logo
EL The Estée Lauder Companies Inc. Class A
-2.25%
-$10,331.88
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.24%
-$75,275.25
Carlisle Companies Inc. logo
CSL Carlisle Companies Inc.
-2.23%
-$11,340.18
Griffon Corporation logo
GFF Griffon Corporation
-2.19%
-$73,915.6
Quest Diagnostics Inc. logo
DGX Quest Diagnostics Inc.
-2.15%
-$109,557.63
Simpson Manufacturing Co., Inc. logo
SSD Simpson Manufacturing Co., Inc.
-2.05%
-$3,504.16
Capital One Financial Corporation logo
COF Capital One Financial Corporation
-2.02%
-$25,047.82
Crocs, Inc. logo
CROX Crocs, Inc.
-1.97%
-$58,767.23
Amrize Ltd. logo
AMRZ Amrize Ltd.
-1.97%
-$7,956.62
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
-1.96%
-$15,708.5
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-1.96%
-$6,065.77
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$30,488.22
Core & Main Inc. logo
CNM Core & Main Inc.
-1.87%
-$4,324.32
Abbott Laboratories logo
ABT Abbott Laboratories
-1.87%
-$9,233.39
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$45,847.89
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$12,888.14
Danaher Corporation logo
DHR Danaher Corporation
-1.85%
-$9,717.56
Avantis Responsible Emerging Markets Equity ETF logo
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.83%
-$176,720.06
Kodiak Gas Services Inc. logo
KGS Kodiak Gas Services Inc.
-1.81%
-$51,024.92
MDU Resources Group, Inc. logo
MDU MDU Resources Group, Inc.
-1.76%
-$52,374.45
Azz Inc. logo
AZZ Azz Inc.
-1.75%
-$66,426.58
Belden Inc. logo
BDC Belden Inc.
-1.74%
-$33,240.75
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
-1.74%
-$62,374.37
Atmus Filtration Technologies Inc. logo
ATMU Atmus Filtration Technologies Inc.
-1.72%
-$35,128.8
Msa Safety Inc. logo
MSA Msa Safety Inc.
-1.72%
-$32,343.67
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-1.71%
-$5,974.36
Schlumberger Limited logo
SLB Schlumberger Limited
-1.67%
-$5,783.03
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-1.66%
-$7,651.18
Donaldson Company, Inc. logo
DCI Donaldson Company, Inc.
-1.66%
-$4,593.67
Koninklijke Philips N.V. logo
PHG Koninklijke Philips N.V.
-1.58%
-$7,071.69
Interface Inc. logo
TILE Interface Inc.
-1.54%
-$30,254.52
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-1.53%
-$12,687.95
Adeia Inc. logo
ADEA Adeia Inc.
-1.53%
-$91,792.03
Everus Construction Group, Inc. logo
ECG Everus Construction Group, Inc.
-1.51%
-$33,530.88
Werner Enterprises Inc. logo
WERN Werner Enterprises Inc.
-1.49%
-$10,372.14
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
-1.46%
-$11,505.32
Mueller Water Products Inc. logo
MWA Mueller Water Products Inc.
-1.42%
-$4,881.04
Owens Corning logo
OC Owens Corning
-1.37%
-$3,674.88
Exelixis Inc. logo
EXEL Exelixis Inc.
-1.35%
-$47,317.84
Jones Lang LaSalle Inc. logo
JLL Jones Lang LaSalle Inc.
-1.28%
-$45,096.3
CBRE Group Inc. logo
CBRE CBRE Group Inc.
-1.28%
-$3,198.72
Stifel Financial Corp. logo
SF Stifel Financial Corp.
-1.28%
-$24,728.24
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.28%
-$3,387.78
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
-1.27%
-$8,115.06
STERIS plc logo
STE STERIS plc
-1.25%
-$5,356.8
Veeco Instruments Inc. logo
VECO Veeco Instruments Inc.
-1.25%
-$25,986.19
Caterpillar Inc. logo
CAT Caterpillar Inc.
-1.25%
-$1,989
Linde plc logo
LIN Linde plc
-1.25%
-$6,559.14
Valmont Industries, Inc. logo
VMI Valmont Industries, Inc.
-1.22%
-$33,130.28
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.15%
-$4,681.52
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
-1.13%
-$4,682.2
Preformed Line Products Co. logo
PLPC Preformed Line Products Co.
-1.12%
-$41,138.15
Nuveen ESG Large-Cap Growth ETF logo
NULG Nuveen ESG Large-Cap Growth ETF
-1.09%
-$2,709.7
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.06%
-$7,354.35
Vertex Pharmaceuticals Incorporated logo
VRTX Vertex Pharmaceuticals Incorporated
-1.05%
-$3,096.5
Chesapeake Utilities Corporation logo
CPK Chesapeake Utilities Corporation
-1.03%
-$23,849.5
Cabot Corporation logo
CBT Cabot Corporation
-0.97%
-$19,123.8
Merit Medical Systems, Inc. logo
MMSI Merit Medical Systems, Inc.
-0.95%
-$21,732.97
Henry Schein, Inc. logo
HSIC Henry Schein, Inc.
-0.94%
-$3,447.68
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.92%
-$11,604.15
Sprouts Farmers Market, Inc. logo
SFM Sprouts Farmers Market, Inc.
-0.92%
-$17,525.19
OneMain Holdings Inc. logo
OMF OneMain Holdings Inc.
-0.91%
-$4,239.09
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$5,583.01
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
-0.9%
-$5,515.1
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
-0.86%
-$6,913.15
Avantis Responsible International Equity ETF logo
AVSD Avantis Responsible International Equity ETF
-0.86%
-$48,800.7
PowerFleet Inc. logo
AIOT PowerFleet Inc.
-0.84%
-$1,439.25
BlackRock, Inc. logo
BLK BlackRock, Inc.
-0.84%
-$2,574
Red Violet Inc. logo
RDVT Red Violet Inc.
-0.84%
-$19,666.87
NNN REIT, Inc. logo
NNN NNN REIT, Inc.
-0.84%
-$25,440.83
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.81%
-$7,387.9
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-0.78%
-$3,139.48
Knife River Corporation logo
KNF Knife River Corporation
-0.78%
-$6,002.1
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.76%
-$10,736.36
Insight Enterprises Inc. logo
NSIT Insight Enterprises Inc.
-0.75%
-$6,181.48
Avery Dennison Corporation logo
AVY Avery Dennison Corporation
-0.71%
-$5,791.2
Nuveen ESG Large-Cap Value ETF logo
NULV Nuveen ESG Large-Cap Value ETF
-0.69%
-$2,519.33
iShares ESG Aware U.S. Aggregate Bond ETF logo
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.69%
-$20,897.28
Calvert US Large Cap Core Responsible Index Fund logo
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.69%
-$40,613.95
Fti Consulting Inc. logo
FCN Fti Consulting Inc.
-0.68%
-$2,369
Huron Consulting Group Inc. logo
HURN Huron Consulting Group Inc.
-0.68%
-$3,154.23
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
-0.67%
-$1,531.35
Valvoline Inc. logo
VVV Valvoline Inc.
-0.66%
-$2,436
ExlService Holdings Inc. logo
EXLS ExlService Holdings Inc.
-0.66%
-$2,355.13
CCM Affordable Housing MBS ETF logo
OWNS CCM Affordable Housing MBS ETF
-0.65%
-$7,253.95
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-0.63%
-$5,866.35
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.61%
-$1,612.98
Exelon Corporation logo
EXC Exelon Corporation
-0.61%
-$1,950.93
Vanguard Large-Cap Index Fund ETF Shares logo
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$2,123.61
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.6%
-$1,956.73
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.59%
-$2,720.44
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.58%
-$61,940.74
Dick's Sporting Goods, Inc. logo
DKS Dick's Sporting Goods, Inc.
-0.57%
-$6,748.04
Digi International Inc. logo
DGII Digi International Inc.
-0.54%
-$18,074.55
Aramark logo
ARMK Aramark
-0.53%
-$7,211.1
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
-0.51%
-$1,748.58
Plexus Corp. logo
PLXS Plexus Corp.
-0.51%
-$17,272.31
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.49%
-$10,902.67
Mama's Creations Inc. logo
MAMA Mama's Creations Inc.
-0.47%
-$885.86
Phillips 66 logo
PSX Phillips 66
-0.45%
-$4,130
Cambria US EW ETF logo
USEW Cambria US EW ETF
-0.45%
-$7,406.18
Intuit Inc. logo
INTU Intuit Inc.
-0.45%
-$1,334.3
Palomar Holdings Inc. logo
PLMR Palomar Holdings Inc.
-0.44%
-$11,132.52
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.42%
-$3,960
Pinnacle West Capital Corporation logo
PNW Pinnacle West Capital Corporation
-0.41%
-$11,099.1
Lifeway Foods Inc. logo
LWAY Lifeway Foods Inc.
-0.4%
-$6,518
Sunbelt Rentals Holdings, Inc. logo
SUNB Sunbelt Rentals Holdings, Inc.
-0.4%
-$2,329.57
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.38%
-$22,409.28
Fresenius Medical Care AG & Co. KGaA ADR logo
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.36%
-$1,224.48
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.35%
-$1,755.6
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$3,690.57
Allot Ltd. logo
ALLT Allot Ltd.
-0.33%
-$5,684.25
Skyward Specialty Insurance Group, Inc. logo
SKWD Skyward Specialty Insurance Group, Inc.
-0.33%
-$11,068.36
Chevron Corporation logo
CVX Chevron Corporation
-0.31%
-$998.46
Johnson & Johnson logo
JNJ Johnson & Johnson
-0.3%
-$2,305.6
Allegion plc logo
ALLE Allegion plc
-0.27%
-$1,722
StoneX Group Inc. logo
SNEX StoneX Group Inc.
-0.26%
-$7,839.45
AtriCure, Inc. logo
ATRC AtriCure, Inc.
-0.26%
-$9,801.49
Bank of America Corporation logo
BAC Bank of America Corporation
-0.26%
-$570.88
Convergence Long/Short Equity Fund logo
CLSE Convergence Long/Short Equity Fund
-0.21%
-$35,657.79
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
-0.18%
-$1,149.02
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.18%
-$1,346.73
Visa Inc. Class A logo
V Visa Inc. Class A
-0.13%
-$1,225.76
Ecolab Inc. logo
ECL Ecolab Inc.
-0.12%
-$461.44
Calvert Ultra-Short Investment Grade ETF logo
CVSB Calvert Ultra-Short Investment Grade ETF
-0.06%
-$138.06
Microsoft Corp. logo
MSFT Microsoft Corp.
-0.05%
-$1,738.5
Angel Oak UltraShort Income Fund logo
UYLD Angel Oak UltraShort Income Fund
-0.04%
-$175.72
ICF International Inc. logo
ICFI ICF International Inc.
-0.04%
-$1,370.39
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-0.03%
-$75.44
Black Hills Corporation logo
BKH Black Hills Corporation
-0.03%
-$569.6
Pinnacle Financial Partners Inc. logo
PNFP Pinnacle Financial Partners Inc.
-0.01%
-$561.12
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.01%
-$96.25
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Dividends

Dividend Analysis

Yearly
$
Trades
3238
Longs Won
2012/3238 62%
Profit Factor
3.45
Profitability
Shorts Won
0/0 0%
Standard Deviation
$219,635.68
Average Win
$68,051.78
Best Trade
(Sep 04) $8.93M
Sharpe Ratio
-14.2
Average Loss
-$32,371.75
Worst Trade
(Sep 03) -$1.11M
Z-Score
-4.45 (100%)
Commissions
$0
Avg. Trade Length
1y 5m 1w 3d
Expectancy
$30,028.54
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 10,417 9,375 8,333 7,292 6,250 5,208 4,167 3,125 2,083 1,042
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
2,855 $354,108.61 $408,579.05 - $54,470.44 15.38%
-1.133%
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
82,626 $2.59M $3.52M - $933,126.1 36.07%
-1.741%
Apple Inc. logo
AAPL Apple Inc.
9,563 $2.1M $3.11M - $1.02M 48.48%
+3.162%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,039 $264,228.09 $264,280.04 - $51.95 0.02%
+1.375%
Abeona Therapeutics Inc. logo
ABEO Abeona Therapeutics Inc.
24,304 $137,238.14 $133,815.39 - -$3,422.75 -2.49%
-4.907%
Abbott Laboratories logo
ABT Abbott Laboratories
4,687 $425,298.38 $483,979.62 - $58,681.24 13.8%
-1.872%
Arch Capital Group Ltd logo
ACGL Arch Capital Group Ltd
6,499 $625,052.84 $623,502.36 - -$1,550.48 -0.25%
-0.184%
Accenture plc Class A logo
ACN Accenture plc Class A
4,624 $1.22M $821,638.56 - -$400,069.1 -32.75%
+1.075%
ISHARES MSCI ACWI EX U.S. ETF logo
ACWX ISHARES MSCI ACWI EX U.S. ETF
3,422 $222,464.22 $262,159.42 - $39,695.2 17.84%
-1.276%
Adeia Inc. logo
ADEA Adeia Inc.
223,883 $4.17M $5.91M - $1.74M 41.72%
-1.53%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
1,684 $357,223.12 $609,262.78 - $252,039.66 70.56%
-0.897%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
3,852 $253,643.09 $756,417.24 - $502,774.15 198.22%
-3.061%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
1,845 $209,555.92 $228,484.8 - $18,928.88 9.03%
-0.666%
PowerFleet Inc. logo
AIOT PowerFleet Inc.
57,570 $220,301.2 $169,543.65 - -$50,757.55 -23.04%
-0.842%
Allegion plc logo
ALLE Allegion plc
4,200 $587,241.84 $635,544 - $48,302.16 8.23%
-0.27%
Allot Ltd. logo
ALLT Allot Ltd.
227,370 $2.06M $1.7M - -$357,703.93 -17.35%
-0.332%
Ally Financial Inc. logo
ALLY Ally Financial Inc.
4,387 $201,582.65 $184,363.67 - -$17,218.98 -8.54%
+0.466%
Antero Midstream Corporation logo
AM Antero Midstream Corporation
103,507 $2.03M $2.31M - $272,565.68 13.4%
-2.43%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
323 $233,529 $147,418.01 - -$86,110.99 -36.87%
-2.655%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
673 $390,952.41 $339,750.31 - -$51,202.1 -13.1%
-3.121%
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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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FAQ
Which stocks have generated the highest profits for Adam J. Peck?
The largest contributions to the portfolio's profits come from the following stocks: Veeco Instruments Inc - $5.87M, InterDigital, Inc - $3.7M, Ciena Corporation - $3.33M, Modine Manufacturing Company - $2.36M, and StoneX Group Inc - $2.19M. 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: Vestis Corporation - $1.15M, Gold.com, Inc - $687,296.11, Haemonetics Corporation - $651,443.35, InfuSystem Holdings Inc - $584,048.74, and National CineMedia, Inc - $535,912.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam J. Peck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.51M earned over time. The largest contributors to dividend income include KraneShares Global Carbon Strategy ETF - $725,730.97, iShares MSCI EAFE Value ETF - $668,805.88, Convergence Long/Short Equity Fund - $481,647.24, Avantis Responsible Emerging Markets Equity ETF - $304,848.61, and NNN REIT, Inc - $257,572.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam J. Peck's monthly returns?
Adam J. Peck'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 Adam J. Peck's strategy be considered aggressive or moderate?
Adam J. Peck'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 Adam J. Peck's strategy?
Adam J. Peck'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.
Account USV