Adam Amante Portfolio
Invests via Fortress Financial Solutions LLC | Managed by Adam Amante
Invests via Fortress Financial Solutions LLC
Managed by Adam Amante
Automatically Tracked
Deploys private capital into growth-stage technology and healthcare companies, combining active board work with financial and operational playbooks to drive scale and exit readiness. Adam Amante brings experience across venture and corporate development roles, leading deal execution, diligence and post-investment value creation for minority and control investments. Market relevance centers on revenue-driven growth strategies, partnerships that accelerate distribution, and pragmatic governance improvements to improve liquidity timelines.
Deploys private capital into growth-stage technology and healthcare companies, combining active board work with financial and operational playbooks to drive scale and exit readiness. Adam Amante brings experience across venture and corporate development roles, leading deal execution, diligence and post-investment value creation for minority and control investments. Market relevance centers on revenue-driven growth strategies, partnerships that accelerate distribution, and pragmatic governance improvements to improve liquidity timelines.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare investments, combining minority and control stakes with active board involvement and hands-on operational playbooks to accelerate scale and exit readiness. Underwrites opportunities through revenue and unit-economics-driven diligence, prioritizing capital efficiency, commercial partnerships that expand distribution, and governance fixes that shorten liquidity timelines. Deploys milestone-based capital, targets three- to seven-year horizons, and leans on repeatable go-to-market and partnership plays to de-risk execution.
Focuses on growth-stage technology and healthcare investments, combining minority and control stakes with active board involvement and hands-on operational playbooks to accelerate scale and exit readiness. Underwrites opportunities through revenue and unit-economics-driven diligence, prioritizing capital efficiency, commercial partnerships that expand distribution, and governance fixes that shorten liquidity timelines. Deploys milestone-based capital, targets three- to seven-year horizons, and leans on repeatable go-to-market and partnership plays to de-risk execution.
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:
0.61%
Gain
Monthly
0.03%
Yearly
0.4%
Drawdown
23.86%
$104.26M
Equity
Holdings
$104.26M
Investment
$87.75M
$16.94M
Profit -$951,702.47
Realized
$423,037.32
Unrealized
$16.52M
Dividends
$3.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$951,702.47
Win %
70%
This Week
Compared To Last Week
Gain
-1.89%
Profit
-$2.01M
Win %
70%
This Month
Compared to last month
Gain
-1.26%
Profit
-$1.33M
Win %
70%
This Year
Compared to last year
Gain
10.65%
Profit
$10.04M
Win %
66%
COST Costco Wholesale Corporation
+2.9%
+$27,365.36 
T AT&T Inc.
+2.78%
+$16,019.18 
MLI Mueller Industries Inc.
+2.4%
+$14,741.16 
AMLP Alerian MLP ETF
+1.6%
+$15,815.1 
UNH UnitedHealth Group Incorporated
+1.47%
+$7,342.72 
AAPL Apple Inc.
+1.46%
+$80,348.93 
MSFT Microsoft Corp.
+1.15%
+$11,082.16 
JNJ Johnson & Johnson
+1.12%
+$4,984.56 
CVX Chevron Corporation
+1.11%
+$2,151.3 
GLAD Gladstone Capital Corporation
+1%
+$2,823.2 
APO Apollo Global Management, Inc.
+0.92%
+$2,260.16 
IJR iShares Core S&P Small-Cap ETF
+0.49%
+$15,896.9 
PLTR Palantir Technologies Inc.
+0.42%
+$3,344.94 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$13,861.94 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$1,271.4 
AEP American Electric Power Company, Inc.
+0.33%
+$2,420.04 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$8,589.84 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$284.96 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-9.82%
-$100,477.28 
BHP BHP Group Ltd.
-5.76%
-$15,552.12 
AVGO Broadcom Inc.
-5.52%
-$78,538.68 
GOOGL Alphabet Inc
-4.78%
-$43,708.28 
MPWR Monolithic Power Systems, Inc.
-4.43%
-$42,511.64 
SLV iShares Silver Trust
-3.93%
-$11,992.5 
FIX Comfort Systems USA, Inc.
-3.46%
-$72,984.32 
NVDA NVIDIA Corporation
-2.98%
-$73,956.1 
APH Amphenol Corporation
-2.7%
-$27,400.45 
EME EMCOR Group, Inc.
-2.63%
-$9,326.03 
HEI Heico Corporation
-2.51%
-$15,822.76 
FTEC Fidelity MSCI Information Technology Index ETF
-2.36%
-$8,659.2 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$23,124.32 
GLD SPDR Gold Shares
-2.07%
-$23,893.29 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$16,491.92 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$267,883 
AMZN Amazon.com Inc
-1.85%
-$24,268.1 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$62,672.04 
JPM JPMorgan Chase & Co.
-1.42%
-$9,097.25 
VEU Vanguard FTSE All-World ex-US ETF
-1.27%
-$8,730.16 
TSLA Tesla, Inc.
-1.24%
-$12,671.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.23%
-$6,640.08 
MGC Vanguard Mega Cap ETF
-1.02%
-$30,419.34 
ESGV Vanguard ESG U.S. Stock ETF
-0.91%
-$11,729.08 
PFF iShares Preferred and Income Securities ETF
-0.86%
-$51,168.58 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$2,057.25 
IVV iShares Core S&P 500 ETF
-0.83%
-$79,966.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$33,977.04 
FEZ SPDR Euro Stoxx 50 ETF
-0.67%
-$4,333.42 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.44%
-$1,011.09 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.27%
-$3,061.24 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$1,319.05 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$6,772.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.06%
-$228.27 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$250.43 
VCRB Vanguard Core Bond ETF
-0.02%
-$342.96 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$34.9 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 340 | Longs Won 210/340 61% | Profit Factor 10.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,656.49 |
| Average Win $89,373.81 | Best Trade (Jul 15) $3.59M | Sharpe Ratio -9.72 |
| Average Loss -$14,079.01 | Worst Trade (Jul 14) -$270,689.97 | Z-Score 3.9 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $49,818.32 |
| 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 | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
