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: Oct 23 at 04:18 PM
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:
102.29%
Gain -1.04%
Monthly
1.15%
Yearly
14.65%
Drawdown
24.96%
$327.62M
Equity
Holdings
$327.62M
Investment
$272.51M
$88.38M
Profit -$2.67M
Realized
$33.27M
Unrealized
$55.11M
Dividends
$10.89M

Goals

Avg. 43.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
87%
Today
Compared To Yesterday
Gain
-1.04%
Profit
-$2.67M
Win %
73%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$595,082.32
Win %
73%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.4M
Win %
73%
This Year
Compared to last year
Gain
-2.62%
Profit
-$8.47M
Win %
70%
SLB N.V. logo
SLB SLB N.V.
+7.02%
+$21,161.88
Devon Energy Corporation logo
DVN Devon Energy Corporation
+4.97%
+$12,322.8
Methanex Corporation logo
MEOH Methanex Corporation
+4.71%
+$139,230.52
Veeco Instruments Inc. logo
VECO Veeco Instruments Inc.
+4.69%
+$89,256.71
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+4.29%
+$24,421.52
Oceaneering International, Inc. logo
OII Oceaneering International, Inc.
+3.95%
+$37,278.11
Range Resources Corporation logo
RRC Range Resources Corporation
+3.72%
+$98,546.54
Micron Technology Inc. logo
MU Micron Technology Inc.
+3.42%
+$12,414.72
CNX Resources Corporation logo
CNX CNX Resources Corporation
+3.27%
+$53,417.52
Kodiak Gas Services Inc. logo
KGS Kodiak Gas Services Inc.
+3.05%
+$59,162.51
Fortinet, Inc. logo
FTNT Fortinet, Inc.
+2.88%
+$19,221.48
Chevron Corporation logo
CVX Chevron Corporation
+2.77%
+$9,342.31
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+2.71%
+$13,644.37
NetScout Systems, Inc. logo
NTCT NetScout Systems, Inc.
+2.58%
+$129,357.36
Red Violet, Inc. logo
RDVT Red Violet, Inc.
+2.55%
+$62,619.33
EQT Corporation logo
EQT EQT Corporation
+2.21%
+$9,252.87
Digi International Inc. logo
DGII Digi International Inc.
+2.21%
+$78,660.48
Fresenius Medical Care AG - Depositary Receipt logo
FMS Fresenius Medical Care AG - Depositary Receipt
+2.14%
+$7,270.35
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
+2.11%
+$7,201.11
Insight Enterprises, Inc. logo
NSIT Insight Enterprises, Inc.
+2.08%
+$18,719.81
Texas Instruments Inc. logo
TXN Texas Instruments Inc.
+2.03%
+$15,067.12
PowerFleet, Inc. logo
AIOT PowerFleet, Inc.
+1.91%
+$2,878.5
Intel Corporation logo
INTC Intel Corporation
+1.84%
+$3,284.44
Antero Midstream Corporation Common Stock logo
AM Antero Midstream Corporation Common Stock
+1.79%
+$38,297.59
Allegion plc logo
ALLE Allegion plc
+1.78%
+$13,230
Arista Networks Inc. logo
ANET Arista Networks Inc.
+1.75%
+$7,149.07
NPK International Inc. logo
NPKI NPK International Inc.
+1.67%
+$34,397.28
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+1.66%
+$2,015.52
Huron Consulting Group Inc. logo
HURN Huron Consulting Group Inc.
+1.54%
+$9,306.51
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+1.51%
+$9,817.7
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
+1.45%
+$8,691.98
Allot Ltd. logo
ALLT Allot Ltd.
+1.35%
+$27,284.4
Coastal Financial Corporation logo
CCB Coastal Financial Corporation
+1.2%
+$10,745.46
ASML Holding N.V. NY Registered Shares logo
ASML ASML Holding N.V. NY Registered Shares
+1.15%
+$7,201.94
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+1.15%
+$5,076.49
The Estée Lauder Companies Inc. Class A Common Stock logo
EL The Estée Lauder Companies Inc. Class A Common Stock
+1%
+$5,026.32
Modine Manufacturing Company logo
MOD Modine Manufacturing Company
+0.99%
+$11,136.74
PDF Solutions, Inc. logo
PDFS PDF Solutions, Inc.
+0.95%
+$16,824.75
Belden Inc. logo
BDC Belden Inc.
+0.91%
+$15,323.17
Corning Incorporated logo
GLW Corning Incorporated
+0.9%
+$4,999.44
Phillips 66 logo
PSX Phillips 66
+0.83%
+$8,295
Haemonetics Corporation logo
HAE Haemonetics Corporation
+0.79%
+$43,833.4
Stevanato Group S.p.A. logo
STVN Stevanato Group S.p.A.
+0.77%
+$37,118.1
Aramark logo
ARMK Aramark
+0.7%
+$8,893.69
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+0.7%
+$25,521.06
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.66%
+$8,264.72
Abbott Laboratories logo
ABT Abbott Laboratories
+0.56%
+$2,671.59
Pinnacle Financial Partners Inc. logo
PNFP Pinnacle Financial Partners Inc.
+0.54%
+$20,200.32
Sunbelt Rentals Holdings Inc. logo
SUNB Sunbelt Rentals Holdings Inc.
+0.47%
+$2,972.21
Gates Industrial Corporation plc logo
GTES Gates Industrial Corporation plc
+0.46%
+$1,706.83
First Solar Inc. logo
FSLR First Solar Inc.
+0.41%
+$994.54
Preformed Line Products Co. logo
PLPC Preformed Line Products Co.
+0.34%
+$10,168.8
Cullen/Frost Bankers, Inc. logo
CFR Cullen/Frost Bankers, Inc.
+0.34%
+$12,845.22
Zions Bancorporation, National Association logo
ZION Zions Bancorporation, National Association
+0.33%
+$1,383.36
Avantis Emerging Markets Equity ETF logo
AVEM Avantis Emerging Markets Equity ETF
+0.33%
+$7,279.47
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$4,323.77
Ferguson Enterprises Inc. logo
FERG Ferguson Enterprises Inc.
+0.28%
+$2,328.45
Valmont Industries, Inc. logo
VMI Valmont Industries, Inc.
+0.28%
+$6,942.12
TE Connectivity plc logo
TEL TE Connectivity plc
+0.24%
+$923.61
KraneShares Global Carbon Strategy ETF logo
KRBN KraneShares Global Carbon Strategy ETF
+0.22%
+$4,822.65
Convergence Long/Short Equity ETF logo
CLSE Convergence Long/Short Equity ETF
+0.2%
+$33,110.81
Black Hills Corporation logo
BKH Black Hills Corporation
+0.18%
+$3,987.2
Provident Financial Services, Inc. Common Stock logo
PFS Provident Financial Services, Inc. Common Stock
+0.15%
+$2,395.99
Avantis Responsible Emerging Markets Equity ETF logo
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.15%
+$13,230.25
Koninklijke Philips N.V. ADR logo
PHG Koninklijke Philips N.V. ADR
+0.09%
+$447.57
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.05%
+$1,577.47
iShares 0-3 Month Treasury Bond ETF logo
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$2,051.24
Air Products and Chemicals Inc. logo
APD Air Products and Chemicals Inc.
+0.04%
+$127.38
STERIS plc logo
STE STERIS plc
+0.03%
+$128.96
Linde plc logo
LIN Linde plc
+0.01%
+$67.63
Nuveen ESG Large-Cap Growth ETF logo
NULG Nuveen ESG Large-Cap Growth ETF
0%
+$1.99
Talkspace Inc. logo
TALK Talkspace Inc.
0%
$0
Calvert Ultra-Short Investment Grade ETF logo
CVSB Calvert Ultra-Short Investment Grade ETF
0%
$0
Angel Oak UltraShort Income ETF logo
UYLD Angel Oak UltraShort Income ETF
0%
+$0.87
Dollar Tree Inc. logo
DLTR Dollar Tree Inc.
-5.46%
-$26,752.52
Kaiser Aluminum Corporation logo
KALU Kaiser Aluminum Corporation
-5.34%
-$26,894.09
CBRE Group Inc. Class A Common Stock logo
CBRE CBRE Group Inc. Class A Common Stock
-4.99%
-$11,737.62
Sprouts Farmers Market Inc. logo
SFM Sprouts Farmers Market Inc.
-4.2%
-$75,593.73
Accenture plc logo
ACN Accenture plc
-4.16%
-$49,731.07
American Vanguard Corporation logo
AVD American Vanguard Corporation
-3.77%
-$982.12
Abeona Therapeutics Inc. logo
ABEO Abeona Therapeutics Inc.
-3.69%
-$4,010.16
DICK'S Sporting Goods, Inc. logo
DKS DICK'S Sporting Goods, Inc.
-3.19%
-$42,086.46
Jones Lang LaSalle Incorporated logo
JLL Jones Lang LaSalle Incorporated
-3.11%
-$98,451.71
Cushman & Wakefield Ltd. logo
CWK Cushman & Wakefield Ltd.
-2.85%
-$47,024.54
Knight-Swift Transportation Holdings Inc. Class A Common Stock logo
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
-2.81%
-$22,988.74
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-2.65%
-$26,205.05
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-2.63%
-$9,697.12
Primerica Inc. logo
PRI Primerica Inc.
-2.54%
-$9,292.8
Everus Construction Group, Inc. logo
ECG Everus Construction Group, Inc.
-2.5%
-$46,033.92
Valvoline Inc. logo
VVV Valvoline Inc.
-2.5%
-$9,865.8
Intuit Inc. logo
INTU Intuit Inc.
-2.41%
-$8,148.14
Perella Weinberg Partners Class A Common Stock logo
PWP Perella Weinberg Partners Class A Common Stock
-2.39%
-$14,166.33
Limoneira Company logo
LMNR Limoneira Company
-2.19%
-$80,984.88
Caterpillar Inc. logo
CAT Caterpillar Inc.
-2.15%
-$2,952.3
Fortune Brands Innovations, Inc. logo
FBIN Fortune Brands Innovations, Inc.
-2.06%
-$4,164.3
Werner Enterprises Inc. logo
WERN Werner Enterprises Inc.
-2.02%
-$10,550.97
AgileThought, Inc. Class A Common Stock logo
A AgileThought, Inc. Class A Common Stock
-1.95%
-$9,678.45
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.94%
-$31,864.37
ExlService Holdings, Inc. Common Stock logo
EXLS ExlService Holdings, Inc. Common Stock
-1.91%
-$8,414.84
Skyward Specialty Insurance Group, Inc. logo
SKWD Skyward Specialty Insurance Group, Inc.
-1.89%
-$70,299.07
PACCAR Inc. logo
PCAR PACCAR Inc.
-1.87%
-$7,672.84
Carlisle Companies Incorporated logo
CSL Carlisle Companies Incorporated
-1.83%
-$9,698.66
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.79%
-$13,833.57
Masco Corporation logo
MAS Masco Corporation
-1.73%
-$11,064.62
OneMain Holdings, Inc. logo
OMF OneMain Holdings, Inc.
-1.67%
-$7,102.34
Vertex Pharmaceuticals Incorporated Common Stock logo
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.65%
-$4,960.02
Danaher Corp. logo
DHR Danaher Corp.
-1.63%
-$9,615
FTI Consulting Inc. logo
FCN FTI Consulting Inc.
-1.55%
-$5,635
Union Pacific Corp. logo
UNP Union Pacific Corp.
-1.53%
-$7,569.6
BlackRock, Inc. logo
BLK BlackRock, Inc.
-1.52%
-$4,933.51
Knife River Corporation logo
KNF Knife River Corporation
-1.5%
-$10,803.78
Century Aluminum Company logo
CENX Century Aluminum Company
-1.5%
-$18,285.82
Cavco Industries Inc. logo
CVCO Cavco Industries Inc.
-1.49%
-$4,853.35
Owens Corning logo
OC Owens Corning
-1.49%
-$3,612.24
InterDigital Inc. logo
IDCC InterDigital Inc.
-1.47%
-$96,484.44
LeMaitre Vascular Inc. logo
LMAT LeMaitre Vascular Inc.
-1.39%
-$26,741.07
Unilever PLC Sponsored ADR logo
UL Unilever PLC Sponsored ADR
-1.38%
-$11,637.42
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.36%
-$12,064.83
Mama's Creations, Inc. logo
MAMA Mama's Creations, Inc.
-1.36%
-$2,233.26
Palomar Holdings Inc. logo
PLMR Palomar Holdings Inc.
-1.35%
-$37,524.27
Cabot Corporation logo
CBT Cabot Corporation
-1.35%
-$25,041.58
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.34%
-$7,574.14
Cameco Corporation logo
CCJ Cameco Corporation
-1.33%
-$2,861.25
Ferrari N.V. logo
RACE Ferrari N.V.
-1.25%
-$5,576.34
Visa Inc. Class A logo
V Visa Inc. Class A
-1.22%
-$13,144.32
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.18%
-$3,281.64
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
-1.16%
-$7,877.3
Houlihan Lokey, Inc. logo
HLI Houlihan Lokey, Inc.
-1.13%
-$3,453.39
The Charles Schwab Corporation logo
SCHW The Charles Schwab Corporation
-1.13%
-$24,217.97
Grand Canyon Education Inc. logo
LOPE Grand Canyon Education Inc.
-1.11%
-$64,289.82
Costco Wholesale Corp logo
COST Costco Wholesale Corp
-1.1%
-$9,503.36
Capital One Financial Corp. logo
COF Capital One Financial Corp.
-1.1%
-$13,081.12
The Middleby Corporation logo
MIDD The Middleby Corporation
-1.09%
-$14,657.91
Stifel Financial Corp. logo
SF Stifel Financial Corp.
-1.06%
-$17,285.76
Louisiana-Pacific Corporation logo
LPX Louisiana-Pacific Corporation
-1.03%
-$3,191.65
Arch Capital Group Ltd. logo
ACGL Arch Capital Group Ltd.
-1.03%
-$6,856.44
NNN REIT, Inc. logo
NNN NNN REIT, Inc.
-1.02%
-$29,566.37
Avery Dennison Corporation logo
AVY Avery Dennison Corporation
-1.02%
-$9,072.88
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-1.01%
-$4,153.8
AptarGroup Inc. logo
ATR AptarGroup Inc.
-1%
-$4,455.71
Ares Capital Corp. logo
ARCC Ares Capital Corp.
-0.98%
-$1,981.72
The Progressive Corporation logo
PGR The Progressive Corporation
-0.98%
-$11,474.02
MDU Resources Group Inc. logo
MDU MDU Resources Group Inc.
-0.98%
-$28,843.9
Merit Medical Systems, Inc. logo
MMSI Merit Medical Systems, Inc.
-0.95%
-$23,399.88
Exelon Corp. logo
EXC Exelon Corp.
-0.93%
-$3,055.23
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
-0.92%
-$2,223.22
Simpson Manufacturing Co., Inc. logo
SSD Simpson Manufacturing Co., Inc.
-0.91%
-$1,645.6
Ecolab Inc. logo
ECL Ecolab Inc.
-0.88%
-$3,691.51
MSA Safety Incorporated logo
MSA MSA Safety Incorporated
-0.8%
-$14,927.85
Plexus Corp. logo
PLXS Plexus Corp.
-0.75%
-$22,529.1
AZZ Inc. logo
AZZ AZZ Inc.
-0.74%
-$27,174.51
Jack Henry & Associates, Inc. logo
JKHY Jack Henry & Associates, Inc.
-0.69%
-$16,935.52
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
-0.68%
-$6,052
Ally Financial Inc. logo
ALLY Ally Financial Inc.
-0.66%
-$1,140.62
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.66%
-$2,746.63
White Mountains Insurance Group, Ltd. logo
WTM White Mountains Insurance Group, Ltd.
-0.66%
-$2,329.71
CDW Corporation logo
CDW CDW Corporation
-0.63%
-$7,492.16
Exelixis Inc. logo
EXEL Exelixis Inc.
-0.63%
-$24,557.36
Henry Schein, Inc. logo
HSIC Henry Schein, Inc.
-0.62%
-$2,235.76
Hayward Holdings, Inc. logo
HAYW Hayward Holdings, Inc.
-0.59%
-$2,117.7
Donaldson Company, Inc. logo
DCI Donaldson Company, Inc.
-0.57%
-$1,526.09
Bank of America Corporation logo
BAC Bank of America Corporation
-0.56%
-$1,016.89
Avantis Responsible International Equity ETF logo
AVSD Avantis Responsible International Equity ETF
-0.56%
-$30,628.23
Quest Diagnostics Incorporated logo
DGX Quest Diagnostics Incorporated
-0.55%
-$28,739.97
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
-0.53%
-$17,351.46
Pinnacle West Capital Corporation logo
PNW Pinnacle West Capital Corporation
-0.51%
-$15,313.95
BJ's Wholesale Club Holdings, Inc. logo
BJ BJ's Wholesale Club Holdings, Inc.
-0.51%
-$8,755.02
Cambria US EW ETF logo
USEW Cambria US EW ETF
-0.48%
-$7,909.88
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.47%
-$3,870.87
Core & Main Inc. logo
CNM Core & Main Inc.
-0.45%
-$1,053.36
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.45%
-$6,710
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$2,588.77
The PNC Financial Services Group, Inc. logo
PNC The PNC Financial Services Group, Inc.
-0.42%
-$4,953.3
UnitedHealth Group Inc. logo
UNH UnitedHealth Group Inc.
-0.37%
-$5,103.93
Carrier Global Corp. logo
CARR Carrier Global Corp.
-0.35%
-$2,031.4
Interface, Inc. logo
TILE Interface, Inc.
-0.34%
-$7,135.5
Worthington Enterprises Inc. logo
WOR Worthington Enterprises Inc.
-0.33%
-$5,360.04
StoneX Group Inc. logo
SNEX StoneX Group Inc.
-0.32%
-$7,996.24
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
-0.32%
-$3,501.31
Mueller Water Products Inc. Class A logo
MWA Mueller Water Products Inc. Class A
-0.31%
-$1,004.92
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.28%
-$6,179.6
Apple Inc. logo
AAPL Apple Inc.
-0.27%
-$8,893.59
Nuveen ESG Large-Cap Value ETF logo
NULV Nuveen ESG Large-Cap Value ETF
-0.26%
-$953.26
Chesapeake Utilities Corporation logo
CPK Chesapeake Utilities Corporation
-0.25%
-$6,051.32
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.25%
-$14,096.02
Amrize Ltd logo
AMRZ Amrize Ltd
-0.23%
-$889.56
Lifeway Foods, Inc. logo
LWAY Lifeway Foods, Inc.
-0.22%
-$3,259
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.2%
-$1,818.56
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.2%
-$975.81
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.2%
-$21,041.57
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.19%
-$635.12
Alphabet Inc logo
GOOGL Alphabet Inc
-0.19%
-$6,491.01
Vanguard Morningstar Large-Cap ETF logo
VV Vanguard Morningstar Large-Cap ETF
-0.17%
-$603.18
iShares MSCI ACWI ex U.S. ETF logo
ACWX iShares MSCI ACWI ex U.S. ETF
-0.17%
-$427.75
AtriCure Inc. logo
ATRC AtriCure Inc.
-0.15%
-$6,443.64
Crocs, Inc. logo
CROX Crocs, Inc.
-0.14%
-$4,575.21
Griffon Corporation logo
GFF Griffon Corporation
-0.13%
-$4,490.2
Atmus Filtration Technologies Inc. logo
ATMU Atmus Filtration Technologies Inc.
-0.12%
-$2,415.11
Schwab U.S. Broad Market ETF logo
SCHB Schwab U.S. Broad Market ETF
-0.12%
-$313.63
Calvert US-L-C Core Responsible Index Fund logo
CVLC Calvert US-L-C Core Responsible Index Fund
-0.12%
-$6,873.13
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-0.11%
-$1,033.6
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.1%
-$311.7
Alphabet Inc logo
GOOG Alphabet Inc
-0.1%
-$723.22
iShares ESG Aware U.S. Aggregate Bond ETF logo
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$2,938.68
CCM Affordable Housing MBS ETF logo
OWNS CCM Affordable Housing MBS ETF
-0.1%
-$1,061.71
ICF International, Inc. logo
ICFI ICF International, Inc.
-0.09%
-$3,394.16
Adeia Inc. logo
ADEA Adeia Inc.
-0.07%
-$3,358.24
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
-0.07%
-$179.19
NextEra Energy Inc. logo
NEE NextEra Energy Inc.
-0.04%
-$255.3
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Dividends

Dividend Analysis

Yearly
$
Trades
3238
Longs Won
2021/3238 62%
Profit Factor
3.08
Profitability
Shorts Won
0/0 0%
Standard Deviation
$210,481.2
Average Win
$64,723.16
Best Trade
(Oct 15) $9.15M
Sharpe Ratio
-14.2
Average Loss
-$34,858.57
Worst Trade
(Oct 23) -$1.17M
Z-Score
6.61 (100%)
Commissions
$0
Avg. Trade Length
1y 5m 3w 1d
Expectancy
$27,295.44
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 9,434 8,491 7,547 6,604 5,660 4,717 3,774 2,830 1,887 943
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
AgileThought, Inc. Class A Common Stock logo
A AgileThought, Inc. Class A Common Stock
2,855 $354,108.61 $486,777.5 - $132,668.89 37.47%
-1.95%
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
82,626 $2.59M $3.26M - $673,267.33 26.02%
-0.529%
Apple Inc. logo
AAPL Apple Inc.
9,563 $2.1M $3.32M - $1.23M 58.51%
-0.267%
AbbVie Inc. logo
ABBV AbbVie Inc.
1,039 $264,228.09 $296,000.71 - $31,772.62 12.02%
-0.105%
Abeona Therapeutics Inc. logo
ABEO Abeona Therapeutics Inc.
24,304 $137,238.14 $104,628.72 - -$32,609.42 -23.76%
-3.691%
Abbott Laboratories logo
ABT Abbott Laboratories
4,687 $425,298.38 $483,135.96 - $57,837.58 13.6%
+0.556%
Arch Capital Group Ltd. logo
ACGL Arch Capital Group Ltd.
6,499 $625,052.84 $660,525.86 - $35,473.02 5.68%
-1.027%
Accenture plc logo
ACN Accenture plc
4,624 $1.22M $1.15M - -$75,025.02 -6.14%
-4.157%
iShares MSCI ACWI ex U.S. ETF logo
ACWX iShares MSCI ACWI ex U.S. ETF
3,422 $222,464.22 $251,602.55 - $29,138.33 13.1%
-0.17%
Adeia Inc. logo
ADEA Adeia Inc.
223,883 $4.17M $4.76M - $590,143.61 14.16%
-0.071%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
1,684 $357,223.12 $659,437.56 - $302,214.44 84.6%
+1.511%
Agnico Eagle Mines Limited logo
AEM Agnico Eagle Mines Limited
3,852 $253,643.09 $670,652.46 - $417,009.37 164.41%
-1.161%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
1,845 $209,555.92 $238,807.57 - $29,251.65 13.96%
-0.922%
PowerFleet, Inc. logo
AIOT PowerFleet, Inc.
57,570 $220,301.2 $153,711.9 - -$66,589.3 -30.23%
+1.908%
Allegion plc logo
ALLE Allegion plc
4,200 $587,241.84 $754,614 - $167,372.16 28.5%
+1.785%
Allot Ltd. logo
ALLT Allot Ltd.
227,370 $2.06M $2.05M - -$8,690.98 -0.42%
+1.347%
Ally Financial Inc. logo
ALLY Ally Financial Inc.
4,387 $201,582.65 $171,312.35 - -$30,270.3 -15.02%
-0.661%
Antero Midstream Corporation Common Stock logo
AM Antero Midstream Corporation Common Stock
103,507 $2.03M $2.17M - $137,489.05 6.76%
+1.795%
Applied Materials Inc. logo
AMAT Applied Materials Inc.
323 $233,529 $123,327.86 - -$110,201.14 -47.19%
+1.661%
Advanced Micro Devices Inc. logo
AMD Advanced Micro Devices Inc.
673 $390,952.41 $349,037.99 - -$41,914.42 -10.72%
+2.107%
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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 - $3.72M, Ciena Corp - $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 Common Stock - $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 $10.89M 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 ETF - $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