AJP
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
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:
33.53%
Gain +1.97%
Monthly
0.58%
Yearly
7.21%
Drawdown
17.44%
$329.29M
Equity
Holdings
$329.29M
Investment
$256.28M
$93.32M
Profit +$7.12M
Realized
$20.31M
Unrealized
$73.01M
Dividends
$9.44M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.97%
Profit
$7.12M
Win %
67%
This Week
Compared To Last Week
Gain
1.43%
Profit
$4.63M
Win %
67%
This Month
Compared to last month
Gain
1.48%
Profit
$4.8M
Win %
67%
This Year
Compared to last year
Gain
1.79%
Profit
$12.06M
Win %
67%
AIOT PowerFleet Inc.
+9.63%
+$21,300.9 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$62,640.23 
IDCC InterDigital, Inc.
+8.96%
+$274,342.25 
FSLR First Solar, Inc.
+8.88%
+$32,789.25 
VECO Veeco Instruments Inc.
+8.51%
+$905,134.23 
AZZ Azz Inc.
+7.12%
+$296,276.26 
PLPC Preformed Line Products Co.
+6.9%
+$213,563.35 
QCOM QUALCOMM Incorporated
+6.16%
+$28,425.14 
DGII Digi International Inc.
+6.15%
+$210,905.64 
CVCO Cavco Industries Inc.
+6.1%
+$20,526.24 
UROY Uranium Royalty Corp.
+6.09%
+$2,128.23 
GTES Gates Industrial Corporation plc
+6.08%
+$22,728.86 
BDC Belden Inc.
+5.94%
+$100,438.72 
ADEA Adeia Inc.
+5.74%
+$523,700.52 
OC Owens Corning
+5.54%
+$13,829.27 
TXN Texas Instruments Inc
+5.33%
+$38,081.25 
MOD Modine Manufacturing Company
+5.21%
+$171,272.3 
PWP Perella Weinberg Partners
+5.17%
+$68,583.16 
ECG Everus Construction Group, Inc.
+5.03%
+$187,617.6 
GLW Corning Incorporated
+5.01%
+$38,466.09 
KEYS Keysight Technologies, Inc.
+4.98%
+$32,905.2 
ADI Analog Devices, Inc.
+4.95%
+$31,645.13 
GFF Griffon Corporation
+4.94%
+$150,014.28 
KNF Knife River Corporation
+4.66%
+$44,392.92 
TSLA Tesla, Inc.
+4.63%
+$14,100.66 
LEG Leggett & Platt, Inc.
+4.55%
+$54,509.16 
NKE Nike, Inc. - Class B
+4.54%
+$10,992.45 
PLXS Plexus Corp.
+4.51%
+$188,473.5 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$103,955.94 
FTNT Fortinet Inc.
+4.45%
+$24,145.26 
NTCT Netscout Systems Inc.
+4.43%
+$75,323.84 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$84,190.35 
HAYW Hayward Holdings Inc.
+4.25%
+$11,662.8 
DKS Dick's Sporting Goods, Inc.
+4.2%
+$77,617.51 
LPX Louisiana-Pacific Corporation
+4.18%
+$92,910 
CCJ Cameco Corporation
+4.17%
+$11,222.64 
DLTR Dollar Tree, Inc.
+4.14%
+$17,050.67 
CSL Carlisle Companies Inc.
+4.14%
+$18,577.33 
VVV Valvoline Inc.
+4.12%
+$15,486.7 
MAS Masco Corporation
+4.11%
+$23,818.35 
SNEX StoneX Group Inc.
+4.04%
+$232,001.28 
OMF OneMain Holdings Inc.
+4.02%
+$12,693.24 
AVSE Avantis Responsible Emerging Markets Equity ETF
+3.98%
+$404,353.75 
TGLS Tecnoglass Inc.
+3.96%
+$127,788.4 
SKWD Skyward Specialty Insurance Group, Inc.
+3.78%
+$88,085.9 
GOOS Canada Goose Holdings Inc.
+3.67%
+$27,866.16 
AMRZ Amrize Ltd.
+3.56%
+$18,523.8 
AVGO Broadcom Inc.
+3.47%
+$41,396.07 
AEM Agnico Eagle Mines Limited
+3.46%
+$21,109.44 
ALLE Allegion plc
+3.43%
+$16,032.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$8,915.52 
WRBY Warby Parker Inc.
+3.36%
+$39,277.56 
ARW Arrow Electronics Inc.
+3.33%
+$16,100.7 
ATRC AtriCure, Inc.
+3.27%
+$63,455.4 
CROX Crocs, Inc.
+3.22%
+$46,967.43 
NULG Nuveen ESG Large-Cap Growth ETF
+3.22%
+$7,904.85 
CENX Century Aluminum Company
+3.22%
+$43,035 
ABEO Abeona Therapeutics Inc.
+3.17%
+$3,241.22 
VMI Valmont Industries, Inc.
+3.17%
+$88,593.64 
FCFS FirstCash Holdings, Inc.
+3.15%
+$13,286.64 
PCAR PACCAR Inc.
+3.15%
+$13,624.05 
AAAU Goldman Sachs Physical Gold ETF
+3.09%
+$89,254.05 
EL The Estée Lauder Companies Inc. Class A
+3.08%
+$12,592.44 
LHX L3Harris Technologies, Inc.
+3.05%
+$15,375.51 
ANET Arista Networks, Inc.
+3.04%
+$10,436.6 
TILE Interface Inc.
+3.03%
+$28,928.48 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$17,713.08 
CBT Cabot Corporation
+2.93%
+$59,629.77 
TEL TE Connectivity plc
+2.8%
+$11,433.2 
CARR Carrier Global Corporation
+2.68%
+$22,256.78 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.66%
+$11,113.05 
AVSD Avantis Responsible International Equity ETF
+2.62%
+$153,263.31 
UTI Universal Technical Institute Inc.
+2.59%
+$7,196.61 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$142,407.36 
ECL Ecolab Inc.
+2.57%
+$18,024.6 
COF Capital One Financial Corporation
+2.44%
+$17,494.54 
VT Vanguard Total World Stock ETF
+2.44%
+$17,415.9 
ARMK Aramark
+2.29%
+$36,963.56 
HD The Home Depot, Inc.
+2.26%
+$6,236.64 
APH Amphenol Corporation
+2.21%
+$14,443.1 
NVDA NVIDIA Corporation
+2.17%
+$47,092.36 
DCI Donaldson Company, Inc.
+2.15%
+$5,522.4 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$4,898.25 
LLY Eli Lilly and Company
+2.13%
+$28,010.97 
ALLT Allot Ltd.
+2.12%
+$33,149.25 
WOR Worthington Enterprises Inc.
+2.1%
+$30,414.56 
MSA Msa Safety Inc.
+2.07%
+$31,217.95 
SCHB Schwab U.S. Broad Market ETF
+1.85%
+$4,919.71 
BKNG Booking Holdings Inc.
+1.84%
+$16,372.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$7,152.59 
CEG Constellation Energy Corporation
+1.82%
+$4,820.13 
XYL Xylem Inc.
+1.79%
+$4,104.96 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$5,882.29 
CLSE Convergence Long/Short Equity Fund
+1.76%
+$306,888.66 
EXEL Exelixis Inc.
+1.75%
+$57,104.4 
HSIC Henry Schein, Inc.
+1.74%
+$5,719.75 
PHG Koninklijke Philips N.V.
+1.73%
+$7,682.03 
VOO Vanguard S&P 500 ETF
+1.72%
+$5,382.01 
IVV iShares Core S&P 500 ETF
+1.72%
+$167,380.15 
AVY Avery Dennison Corporation
+1.7%
+$11,373.8 
ATR AptarGroup, Inc.
+1.67%
+$5,233.69 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$15,586.92 
PLMR Palomar Holdings Inc.
+1.6%
+$34,214.43 
ATMU Atmus Filtration Technologies Inc.
+1.54%
+$38,795.85 
FERG Ferguson Enterprises Inc
+1.52%
+$12,273.51 
SFM Sprouts Farmers Market, Inc.
+1.5%
+$32,981 
AMZN Amazon.com Inc
+1.45%
+$24,577.8 
SYY Sysco Corporation
+1.41%
+$7,226.63 
JPM JPMorgan Chase & Co.
+1.4%
+$9,577.42 
AAPL Apple Inc.
+1.39%
+$33,270.75 
NSIT Insight Enterprises Inc.
+1.37%
+$6,085.5 
HAE Haemonetics Corporation
+1.37%
+$49,736.16 
SF Stifel Financial Corp.
+1.31%
+$21,533.08 
ICFI ICF International Inc.
+1.26%
+$37,283.4 
CNM Core & Main Inc.
+1.25%
+$3,427.98 
LIN Linde plc
+1.23%
+$10,521.09 
CFR Cullen/Frost Bankers Inc.
+1.14%
+$37,738.04 
IUSV iShares Core S&P U.S. Value ETF
+1.04%
+$9,902.19 
PRI Primerica Inc.
+0.95%
+$3,930.96 
KGS Kodiak Gas Services Inc.
+0.95%
+$31,980.06 
ZION Zions Bancorporation, National Association
+0.94%
+$3,862.6 
CCB Coastal Financial Corporation
+0.94%
+$13,501.84 
GOOG Alphabet Inc
+0.91%
+$14,954.85 
CRL Charles River Laboratories International, Inc.
+0.91%
+$15,796.4 
LOPE Grand Canyon Education Inc.
+0.86%
+$44,168.8 
NULV Nuveen ESG Large-Cap Value ETF
+0.72%
+$2,498.04 
OTIS Otis Worldwide Corporation
+0.7%
+$1,293.11 
PNFP Pinnacle Financial Partners Inc.
+0.66%
+$18,567.18 
MRSH Marsh & McLennan Companies, Inc.
+0.59%
+$1,535.49 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$16,762.41 
BLK BlackRock, Inc.
+0.57%
+$1,512.72 
PFS Provident Financial Services Inc.
+0.56%
+$8,763.82 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$6,795.52 
OWNS CCM Affordable Housing MBS ETF
+0.55%
+$6,182.22 
UNP Union Pacific Corporation
+0.49%
+$2,160.84 
MEOH Methanex Corporation
+0.46%
+$12,703.23 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.45%
+$1,530.6 
GOOGL Alphabet Inc
+0.42%
+$19,164.4 
TJX The TJX Companies, Inc.
+0.39%
+$2,945.15 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$4,279.88 
IRMD Iridium Corporation
+0.27%
+$594.1 
NPKI NPK International Inc.
+0.2%
+$4,654.5 
ZTS Zoetis Inc.
+0.15%
+$389.04 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.06%
+$146.68 
UYLD Angel Oak UltraShort Income Fund
+0.04%
+$184.88 
DGX Quest Diagnostics Inc.
+0.03%
+$1,258.38 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$347.63 
CNX
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
HOLX Hologic Inc.
0%
$0 
LMAT Lemaitre Vascular Inc.
0%
$0 
MMMB MamaMancini's Holdings, Inc.
0%
$0 
TALK Talkspace Inc.
0%
$0 
USEW
0%
$0 
AVD American Vanguard Corporation
-5.97%
-$4,296.77 
EFX Equifax Inc.
-3.94%
-$19,224.25 
SPGI S&P Global Inc.
-3.03%
-$11,042.22 
VRSN Verisign Inc.
-2.96%
-$13,146.36 
RRC Range Resources Corporation
-2.94%
-$66,655.15 
HURN Huron Consulting Group Inc.
-2.75%
-$6,068.16 
EOG EOG Resources, Inc.
-2.71%
-$14,060 
XOM Exxon Mobil Corporation
-2.68%
-$9,567.22 
INTU Intuit Inc.
-2.58%
-$14,670 
FANG Diamondback Energy Inc
-2.52%
-$7,201.92 
FCN Fti Consulting Inc.
-2.41%
-$6,833.45 
CVX Chevron Corporation
-2.1%
-$4,863.56 
PSX Phillips 66
-2.03%
-$13,361.12 
CPK Chesapeake Utilities Corporation
-1.86%
-$40,662.64 
MSFT Microsoft Corp.
-1.77%
-$52,495.56 
ACN Accenture plc Class A
-1.74%
-$13,778.8 
AMT American Tower Corporation
-1.69%
-$5,036.24 
BJ BJ's Wholesale Club Holdings, Inc.
-1.65%
-$22,718.97 
A Agilent Technologies Inc.
-1.58%
-$5,729.58 
CBRE CBRE Group Inc.
-1.57%
-$3,872.4 
DHR Danaher Corporation
-1.54%
-$17,269.68 
CVLC Calvert US Large Cap Core Responsible Index Fund
-1.48%
-$79,993.09 
EXLS ExlService Holdings Inc.
-1.48%
-$3,260.26 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$15,017.77 
WTM White Mountains Insurance Group Ltd.
-1.31%
-$4,866.8 
LMNR Limoneira Company
-1.29%
-$55,961.28 
JKHY Jack Henry & Associates, Inc.
-1.28%
-$26,833.06 
V Visa Inc. Class A
-1.21%
-$18,727.75 
MDU MDU Resources Group, Inc.
-1.11%
-$34,571.08 
PGR Progressive Corporation
-0.97%
-$8,698.27 
ICE Intercontinental Exchange, Inc.
-0.97%
-$5,997.6 
COST Costco Wholesale Corporation
-0.82%
-$6,427.89 
PNW Pinnacle West Capital Corporation
-0.66%
-$18,631.31 
AM Antero Midstream Corporation
-0.63%
-$13,549.68 
SCHW Charles Schwab Corporation
-0.62%
-$11,926.75 
VRSK Verisk Analytics Inc.
-0.57%
-$2,665.8 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$3,656.32 
MA Mastercard Incorporated
-0.54%
-$3,896.64 
UNH UnitedHealth Group Incorporated
-0.54%
-$5,724.65 
META Meta Platforms Inc Class A
-0.45%
-$2,745.38 
STE STERIS plc
-0.43%
-$1,828.06 
NNN NNN REIT, Inc.
-0.41%
-$15,094.93 
GMED Globus Medical Inc.
-0.41%
-$794.64 
NEE NextEra Energy, Inc.
-0.39%
-$2,789.82 
BDX Becton, Dickinson and Company
-0.28%
-$1,792.52 
KRBN KraneShares Global Carbon Strategy ETF
-0.28%
-$7,645.5 
HLI Houlihan Lokey Inc.
-0.27%
-$648.24 
EXC Exelon Corporation
-0.22%
-$743.7 
ACGL Arch Capital Group Ltd
-0.2%
-$924.48 
BKH Black Hills Corporation
-0.2%
-$3,926.58 
CWK Cushman & Wakefield Ltd.
-0.15%
-$2,684.58 
MMSI Merit Medical Systems, Inc.
-0.15%
-$2,589.1 
CDW CDW Corporation
-0.13%
-$847.62 
AEP American Electric Power Company, Inc.
-0.1%
-$229.19 
WMT Walmart Inc.
-0.09%
-$215.82 
JLL Jones Lang LaSalle Inc.
-0.06%
-$1,771.56 
JNJ Johnson & Johnson
-0.05%
-$119.15 
MWA Mueller Water Products Inc.
-0.04%
-$93.28 Events
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Dividends
Dividend Analysis
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| Trades 3037 | Longs Won 1805/3037 59% | Profit Factor 4.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,776.89 |
| Average Win $68,775.74 | Best Trade (Jun 11) $9.17M | Sharpe Ratio -4.27 |
| Average Loss -$25,017.89 | Worst Trade (Jun 10) -$949,782 | Z-Score 1.32 (81.3%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $30,727.09 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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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