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:
80.84%
Gain -4.53%
Monthly
1.25%
Yearly
16.12%
Drawdown
24.68%
$329.66M
Equity
Holdings
$329.66M
Investment
$260.32M
$91.29M
Profit -$9.68M
Realized
$21.95M
Unrealized
$69.34M
Dividends
$10.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-4.53%
Profit
-$9.68M
Win %
71%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.82M
Win %
71%
This Month
Compared to last month
Gain
-2.82%
Profit
-$9.58M
Win %
71%
This Year
Compared to last year
Gain
10.03%
Profit
$30.07M
Win %
71%
PLMR Palomar Holdings Inc.
+3.46%
+$88,466.04 
KRBN KraneShares Global Carbon Strategy ETF
+3.32%
+$93,445 
ADEA Adeia Inc.
+3.27%
+$245,577.08 
CENX Century Aluminum Company
+3.23%
+$30,351 
SNEX StoneX Group Inc.
+2.99%
+$141,548.4 
SKWD Skyward Specialty Insurance Group, Inc.
+2.53%
+$71,421 
MSFT Microsoft Corp.
+2.15%
+$63,338.73 
AIOT PowerFleet Inc.
+2.13%
+$5,181.3 
PGR Progressive Corporation
+2.06%
+$18,754.96 
AVGO Broadcom Inc.
+1.98%
+$23,538.01 
EL The Estée Lauder Companies Inc. Class A
+1.84%
+$7,229.88 
EFX Equifax Inc.
+1.69%
+$8,805.01 
MMSI Merit Medical Systems, Inc.
+1.59%
+$30,551.38 
GOOG Alphabet Inc
+1.52%
+$24,307.5 
GOOGL Alphabet Inc
+1.5%
+$66,915.05 
ICE Intercontinental Exchange, Inc.
+1.37%
+$8,467.24 
CVX Chevron Corporation
+1.24%
+$2,847.28 
AMZN Amazon.com Inc
+1.12%
+$19,662.31 
ALLT Allot Ltd.
+0.99%
+$17,679.6 
JKHY Jack Henry & Associates, Inc.
+0.98%
+$24,528.38 
SCHW Charles Schwab Corporation
+0.96%
+$21,251.3 
INTU Intuit Inc.
+0.94%
+$5,460.04 
PSX Phillips 66
+0.94%
+$7,015.04 
EOG EOG Resources, Inc.
+0.86%
+$4,439.99 
ACN Accenture plc Class A
+0.81%
+$5,399.8 
TJX The TJX Companies, Inc.
+0.8%
+$5,618.44 
PLXS Plexus Corp.
+0.78%
+$29,743 
MA Mastercard Incorporated
+0.71%
+$5,667.81 
NPKI NPK International Inc.
+0.7%
+$15,515 
XOM Exxon Mobil Corporation
+0.68%
+$2,374 
ALLE Allegion plc
+0.65%
+$3,213.79 
V Visa Inc. Class A
+0.56%
+$9,652.07 
NTCT Netscout Systems Inc.
+0.56%
+$9,694.73 
VRSK Verisk Analytics Inc.
+0.55%
+$2,831.58 
BJ BJ's Wholesale Club Holdings, Inc.
+0.55%
+$7,572.99 
ACGL Arch Capital Group Ltd
+0.47%
+$2,465.28 
CEG Constellation Energy Corporation
+0.44%
+$1,213.23 
ANET Arista Networks, Inc.
+0.44%
+$1,671.68 
SF Stifel Financial Corp.
+0.4%
+$7,216.49 
HAE Haemonetics Corporation
+0.4%
+$14,276.12 
DLTR Dollar Tree, Inc.
+0.35%
+$1,641.64 
DGII Digi International Inc.
+0.34%
+$11,716.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$5,612.69 
CFR Cullen/Frost Bankers Inc.
+0.26%
+$9,664.78 
NVDA NVIDIA Corporation
+0.23%
+$5,076.58 
CVCO Cavco Industries Inc.
+0.13%
+$447 
AZZ Azz Inc.
+0.12%
+$5,046.79 
BRK-B Berkshire Hathaway Inc.
+0.11%
+$1,567.28 
EXLS ExlService Holdings Inc.
+0.09%
+$189.55 
LMAT Lemaitre Vascular Inc.
+0.06%
+$1,336.26 
MSA Msa Safety Inc.
+0.06%
+$966.5 
AM Antero Midstream Corporation
+0.04%
+$1,003.68 
OTIS Otis Worldwide Corporation
+0.04%
+$79.17 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.04%
+$3,976.98 
AVEM Avantis Emerging Markets Equity ETF
+0.03%
+$766.26 
TXN Texas Instruments Inc
+0.02%
+$126.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$347.63 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$31.43 
CTRA Coterra Energy Inc.
0%
$0 
IRMD Iridium Corporation
0%
$0 
TALK Talkspace Inc.
0%
$0 
ABEO Abeona Therapeutics Inc.
-7.43%
-$9,914.32 
WRBY Warby Parker Inc.
-6.89%
-$85,101.38 
UTI Universal Technical Institute Inc.
-5.95%
-$16,768.8 
CSL Carlisle Companies Inc.
-5.24%
-$24,751.52 
CWK Cushman & Wakefield Ltd.
-4.39%
-$80,537.4 
AVD American Vanguard Corporation
-4.21%
-$2,700.83 
KNF Knife River Corporation
-3.84%
-$41,240.76 
LPX Louisiana-Pacific Corporation
-3.6%
-$82,380.2 
GTES Gates Industrial Corporation plc
-3.42%
-$13,430.69 
WOR Worthington Enterprises Inc.
-3.21%
-$44,993.44 
FSLR First Solar, Inc.
-3.15%
-$9,899.76 
CNM Core & Main Inc.
-3.12%
-$7,795.89 
TILE Interface Inc.
-3.06%
-$31,758.47 
VECO Veeco Instruments Inc.
-3.02%
-$254,921.94 
TSLA Tesla, Inc.
-2.96%
-$8,993.45 
LEG Leggett & Platt, Inc.
-2.9%
-$37,511.68 
LLY Eli Lilly and Company
-2.73%
-$37,266.94 
GFF Griffon Corporation
-2.62%
-$80,275.2 
CARR Carrier Global Corporation
-2.49%
-$20,911.59 
CDW CDW Corporation
-2.42%
-$16,104.81 
OC Owens Corning
-2.36%
-$7,359.69 
BDX Becton, Dickinson and Company
-2.33%
-$16,132.68 
MAMA Mama's Creations Inc.
-2.15%
-$5,646.2 
AAPL Apple Inc.
-2.14%
-$58,737.25 
CRL Charles River Laboratories International, Inc.
-2.07%
-$43,207.8 
ATR AptarGroup, Inc.
-2.04%
-$7,379.1 
HAYW Hayward Holdings Inc.
-2.02%
-$5,637.02 
AMRZ Amrize Ltd.
-1.91%
-$9,776.45 
HURN Huron Consulting Group Inc.
-1.89%
-$4,374.72 
CNX CNX Resources Corporation
-1.86%
-$34,064.04 
ICFI ICF International Inc.
-1.85%
-$60,481.96 
FCFS FirstCash Holdings, Inc.
-1.85%
-$7,868.4 
LMNR Limoneira Company
-1.85%
-$82,296 
HSIC Henry Schein, Inc.
-1.84%
-$6,763.5 
BDC Belden Inc.
-1.84%
-$29,860.16 
UNP Union Pacific Corporation
-1.82%
-$9,003.5 
WMT Walmart Inc.
-1.79%
-$4,002.48 
UROY Uranium Royalty Corp.
-1.78%
-$625.95 
AMT American Tower Corporation
-1.76%
-$4,656 
XYL Xylem Inc.
-1.76%
-$4,618.08 
HD The Home Depot, Inc.
-1.72%
-$5,042.94 
BLK BlackRock, Inc.
-1.69%
-$4,775.76 
PLPC Preformed Line Products Co.
-1.68%
-$48,317.5 
JNJ Johnson & Johnson
-1.67%
-$4,371.92 
CBT Cabot Corporation
-1.66%
-$36,808.5 
ATMU Atmus Filtration Technologies Inc.
-1.64%
-$44,641.8 
PNFP Pinnacle Financial Partners Inc.
-1.63%
-$50,222.7 
CBRE CBRE Group Inc.
-1.6%
-$4,149 
MWA Mueller Water Products Inc.
-1.57%
-$3,731.21 
STE STERIS plc
-1.55%
-$6,921.98 
SFM Sprouts Farmers Market, Inc.
-1.54%
-$29,682.9 
ECL Ecolab Inc.
-1.53%
-$11,415.61 
PCAR PACCAR Inc.
-1.48%
-$7,096.65 
MAS Masco Corporation
-1.45%
-$9,330.9 
DGX Quest Diagnostics Inc.
-1.43%
-$63,338.46 
JLL Jones Lang LaSalle Inc.
-1.43%
-$46,552.66 
DKS Dick's Sporting Goods, Inc.
-1.4%
-$26,162.33 
NNN NNN REIT, Inc.
-1.35%
-$53,229.49 
DHR Danaher Corporation
-1.33%
-$16,657.28 
PNW Pinnacle West Capital Corporation
-1.33%
-$38,894.57 
ECG Everus Construction Group, Inc.
-1.31%
-$47,449.53 
FERG Ferguson Enterprises Inc
-1.29%
-$10,781.99 
GMED Globus Medical Inc.
-1.29%
-$2,383.92 
AVY Avery Dennison Corporation
-1.28%
-$8,798.64 
MDU MDU Resources Group, Inc.
-1.28%
-$39,719.97 
CROX Crocs, Inc.
-1.27%
-$20,794.74 
CCB Coastal Financial Corporation
-1.24%
-$19,748.96 
HOLX Hologic Inc.
-1.24%
-$4.91 
BKNG Booking Holdings Inc.
-1.23%
-$12,376.5 
FCN Fti Consulting Inc.
-1.21%
-$3,494.78 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$14,781.3 
KGS Kodiak Gas Services Inc.
-1.14%
-$37,563.88 
SYY Sysco Corporation
-1.11%
-$5,927.74 
VMI Valmont Industries, Inc.
-1.09%
-$31,570.36 
PNC The PNC Financial Services Group, Inc.
-1.08%
-$14,440.48 
VVV Valvoline Inc.
-1.08%
-$4,454.37 
PWP Perella Weinberg Partners
-1.07%
-$15,340.97 
UNH UnitedHealth Group Incorporated
-1.07%
-$11,922.04 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$2,703.75 
EQT EQT Corporation
-1.03%
-$4,029.01 
NSIT Insight Enterprises Inc.
-0.98%
-$4,604.69 
AVSD Avantis Responsible International Equity ETF
-0.92%
-$55,387.29 
A Agilent Technologies Inc.
-0.91%
-$3,297.6 
NEE NextEra Energy, Inc.
-0.9%
-$6,763.2 
CCJ Cameco Corporation
-0.9%
-$2,182.18 
GLW Corning Incorporated
-0.89%
-$6,251.31 
IDCC InterDigital, Inc.
-0.87%
-$27,374.17 
QCOM QUALCOMM Incorporated
-0.85%
-$3,522.98 
DCI Donaldson Company, Inc.
-0.84%
-$2,331.68 
AEP American Electric Power Company, Inc.
-0.82%
-$1,921.67 
GOOS Canada Goose Holdings Inc.
-0.81%
-$6,192.48 
TGLS Tecnoglass Inc.
-0.8%
-$28,312.4 
ADI Analog Devices, Inc.
-0.77%
-$4,718.32 
FTNT Fortinet Inc.
-0.77%
-$4,883.75 
PHG Koninklijke Philips N.V.
-0.74%
-$3,452.6 
IEFA iShares Core MSCI EAFE ETF
-0.71%
-$4,241.16 
LOPE Grand Canyon Education Inc.
-0.7%
-$33,296.48 
EXEL Exelixis Inc.
-0.7%
-$24,207.3 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$39,035.52 
IUSV iShares Core S&P U.S. Value ETF
-0.69%
-$6,747.51 
PFS Provident Financial Services Inc.
-0.67%
-$10,786.24 
NKE Nike, Inc. - Class B
-0.66%
-$1,597.9 
JPM JPMorgan Chase & Co.
-0.65%
-$4,943.91 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.65%
-$2,798.25 
EXC Exelon Corporation
-0.65%
-$2,231.1 
MOD Modine Manufacturing Company
-0.64%
-$18,591.51 
UL Unilever PLC Sponsored American Depositary Receipt
-0.62%
-$4,456.14 
COF Capital One Financial Corporation
-0.61%
-$5,079.02 
KEYS Keysight Technologies, Inc.
-0.56%
-$3,610.8 
SPGI S&P Global Inc.
-0.55%
-$2,126.45 
ARMK Aramark
-0.55%
-$9,392.38 
COST Costco Wholesale Corporation
-0.54%
-$4,045.87 
ZION Zions Bancorporation, National Association
-0.53%
-$2,367.4 
LHX L3Harris Technologies, Inc.
-0.52%
-$2,432.38 
ATRC AtriCure, Inc.
-0.52%
-$12,691.08 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$3,261.35 
ARW Arrow Electronics Inc.
-0.48%
-$2,244 
ZTS Zoetis Inc.
-0.48%
-$1,199.54 
AEM Agnico Eagle Mines Limited
-0.46%
-$2,518.74 
APH Amphenol Corporation
-0.46%
-$3,029.1 
USEW Cambria US EW ETF
-0.37%
-$6,038.57 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.36%
-$959.04 
PRI Primerica Inc.
-0.36%
-$1,682.57 
NULV Nuveen ESG Large-Cap Value ETF
-0.35%
-$1,249.02 
CVLC Calvert US Large Cap Core Responsible Index Fund
-0.33%
-$17,782.72 
VT Vanguard Total World Stock ETF
-0.32%
-$2,306.48 
OWNS CCM Affordable Housing MBS ETF
-0.29%
-$3,253.8 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.26%
-$7,449.9 
RRC Range Resources Corporation
-0.24%
-$5,216.49 
SCHB Schwab U.S. Broad Market ETF
-0.24%
-$662.27 
LIN Linde plc
-0.23%
-$1,958.6 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$2,209.64 
NULG Nuveen ESG Large-Cap Growth ETF
-0.22%
-$561.72 
CPK Chesapeake Utilities Corporation
-0.22%
-$5,082.83 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$829.93 
AAAU Goldman Sachs Physical Gold ETF
-0.2%
-$5,735.2 
MEOH Methanex Corporation
-0.2%
-$5,175.39 
IVV iShares Core S&P 500 ETF
-0.18%
-$18,181.44 
BKH Black Hills Corporation
-0.17%
-$3,646.11 
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.17%
-$612.24 
OMF OneMain Holdings Inc.
-0.17%
-$579.6 
VOO Vanguard S&P 500 ETF
-0.14%
-$449.27 
HLI Houlihan Lokey Inc.
-0.09%
-$227.76 
CLSE Convergence Long/Short Equity Fund
-0.09%
-$15,737.88 
TEL TE Connectivity plc
-0.08%
-$343.4 
FANG Diamondback Energy Inc
-0.08%
-$232.32 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.07%
-$249.25 
MRSH Marsh & McLennan Companies, Inc.
-0.04%
-$124.08 
META Meta Platforms Inc Class A
-0.03%
-$169.62 
VRSN Verisign Inc.
-0.02%
-$77.17 
WTM White Mountains Insurance Group Ltd.
-0.01%
-$55.21 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.01%
-$24.29 Events
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Dividends
Dividend Analysis
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| Trades 3037 | Longs Won 1842/3037 60% | Profit Factor 4.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,964.02 |
| Average Win $65,887.45 | Best Trade (Jul 22) $9.34M | Sharpe Ratio -20.63 |
| Average Loss -$25,167.49 | Worst Trade (Jul 22) -$897,430.83 | Z-Score 2.66 (99.22%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $30,059.11 |
| 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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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: InterDigital, Inc - $3.7M, Ciena Corporation - $3.33M, Uranium Energy Corp - $1.85M, Convergence Long/Short Equity Fund - $1.78M, and Western Alliance Bancorporation - $1.52M. 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 Charles River Laboratories International, Inc - $549,801.29. 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 $10.11M 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 - $242,846.85, and Pinnacle West Capital Corporation - $224,254.71. 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.
