James Petitpren Portfolio
Invests via ORBA Wealth Advisors, L.L.C. | Managed by Michael Furla
Invests via ORBA Wealth Advisors, L.L.C.
Managed by Michael Furla
Automatically Tracked
James Petitpren Profile
Seasoned investor and operator focused on growth-stage technology and fintech companies. James Petitpren combines operating experience in product and strategy with venture investing, sourcing cross-border deals and driving revenue scale-ups. Active in board roles, capital formation and M&A advisement; investment style emphasizes unit economics, go-to-market execution and founder alignment.
Seasoned investor and operator focused on growth-stage technology and fintech companies. James Petitpren combines operating experience in product and strategy with venture investing, sourcing cross-border deals and driving revenue scale-ups. Active in board roles, capital formation and M&A advisement; investment style emphasizes unit economics, go-to-market execution and founder alignment.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where operational insight accelerates revenue scale-ups. Prefers investments with clear unit-economics improvement paths, repeatable go-to-market motions and aligned founders, deploying capital to support product development, international expansion and M&A-driven consolidation. Investment tempo is active and board-led, with a medium-to-long horizon, disciplined emphasis on metric-driven underwriting, staged capital deployment, and value creation via go-to-market optimization and strategic partnerships.
Focuses on growth-stage technology and fintech opportunities where operational insight accelerates revenue scale-ups. Prefers investments with clear unit-economics improvement paths, repeatable go-to-market motions and aligned founders, deploying capital to support product development, international expansion and M&A-driven consolidation. Investment tempo is active and board-led, with a medium-to-long horizon, disciplined emphasis on metric-driven underwriting, staged capital deployment, and value creation via go-to-market optimization and strategic partnerships.
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:
17%
Gain
Monthly
0.52%
Yearly
6.38%
Drawdown
15.84%
$94.51M
Equity
Holdings
$94.51M
Investment
$71.72M
$51.04M
Profit -$160,099.13
Realized
$28.25M
Unrealized
$22.78M
Dividends
$8.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$160,099.13
Win %
82%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$141,739.7
Win %
82%
This Month
Compared to last month
Gain
-0.33%
Profit
-$310,187.91
Win %
82%
This Year
Compared to last year
Gain
12.71%
Profit
$10.66M
Win %
80%
MRK Merck & Co., Inc.
+3.56%
+$9,424.78 
SBUX Starbucks Corporation
+3.05%
+$12,858.46 
UNH UnitedHealth Group Incorporated
+2.76%
+$35,693.22 
COST Costco Wholesale Corporation
+2.41%
+$5,658.88 
MSFT Microsoft Corp.
+2.09%
+$14,249.23 
DIS The Walt Disney Company
+1.77%
+$6,957.4 
AAPL Apple Inc.
+1.65%
+$135,896.4 
FTCS First Trust Capital Strength ETF
+1.55%
+$31,721.25 
RWO SPDR Dow Jones Global Real Estate ETF
+1.4%
+$10,720.93 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$30,767.35 
ET Energy Transfer L.P.
+1.18%
+$3,666 
DE Deere & Company
+1.17%
+$6,904.35 
MPLX MPLX LP
+1.11%
+$4,222.5 
EPD Enterprise Products Partners L.P.
+1.05%
+$8,910.81 
PFE Pfizer Inc.
+0.85%
+$4,251.45 
IWD iShares Russell 1000 Value ETF
+0.83%
+$1,990.66 
MLPX Global X MLP & Energy Infrastructure ETF
+0.81%
+$2,159.4 
ARLP Alliance Resource Partners, L.P.
+0.79%
+$2,475.72 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.38%
+$12,115.96 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$3,744 
MDY SPDR S&P MidCap 400 ETF Trust
+0.33%
+$2,772.48 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$3,243.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.29%
+$5,223.27 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$2,180.68 
BAC Bank of America Corporation
+0.14%
+$515.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.14%
+$3,431.67 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
LRCX Lam Research Corporation
-4.79%
-$162,431.81 
CGGO Capital Group Global Growth Equity ETF
-1.94%
-$48,523.8 
VGT Vanguard Information Technology ETF
-1.84%
-$12,326.4 
AVEM Avantis Emerging Markets Equity ETF
-1.65%
-$43,271.36 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$7,915.2 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$50,666.71 
IPAC iShares Core MSCI Pacific ETF
-1.21%
-$7,497 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$25,383.57 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.08%
-$13,282.1 
SCHF Schwab International Equity ETF
-1.07%
-$5,421.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$7,888.32 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$43,002 
CGGR Capital Group Growth ETF
-0.96%
-$6,853.5 
AVDE Avantis International Equity ETF
-0.83%
-$19,223.81 
AVIV Avantis International Large Cap Value ETF
-0.72%
-$11,621.16 
EFA iShares MSCI EAFE ETF
-0.7%
-$5,878.53 
NTSX WisdomTree U.S. Efficient Core Fund
-0.4%
-$4,148.16 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$1,065.71 
VXF Vanguard Extended Market ETF
-0.32%
-$816.97 
IEUR iShares Core MSCI Europe ETF
-0.3%
-$2,259.68 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$12,904.32 
IVV iShares Core S&P 500 ETF
-0.27%
-$12,399.75 
VOO Vanguard S&P 500 ETF
-0.27%
-$3,057.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$5,996.77 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.18%
-$1,557.83 
NEE NextEra Energy, Inc.
-0.16%
-$857.24 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$1,905.93 
CGDV Capital Group Dividend Value ETF
-0.13%
-$1,407.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$276.93 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.1%
-$563 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.06%
-$296.94 
SMB VanEck Short Muni ETF
-0.06%
-$287.52 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.04%
-$118.44 
BINC iShares Flexible Income Active ETF
-0.04%
-$480.14 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$201.7 
HYBL SPDR Blackstone High Income Fund
-0.02%
-$273.5 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$51.96 Events
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Dividends
Dividend Analysis
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| Trades 655 | Longs Won 509/655 77% | Profit Factor 31.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,508.83 |
| Average Win $103,578.93 | Best Trade (Jul 16) $3.22M | Sharpe Ratio -10.63 |
| Average Loss -$11,539.81 | Worst Trade (Jul 10) -$259,235.65 | Z-Score 4.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $77,918.87 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
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Returns
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