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:
26.87%
Gain -0.81%
Monthly
1.18%
Yearly
15.07%
Drawdown
16.57%
$106.28M
Equity
Holdings
$106.28M
Investment
$87.75M
$18.59M
Profit -$690,209.87
Realized
$60,851.63
Unrealized
$18.53M
Dividends
$3.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$690,209.87
Win %
64%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$637,311.44
Win %
64%
This Month
Compared to last month
Gain
-2.33%
Profit
-$2.54M
Win %
64%
This Year
Compared to last year
Gain
12.79%
Profit
$12.05M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$185,703.71 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$77,883.64 
GOOGL Alphabet Inc
+6.73%
+$55,455.96 
APO Apollo Global Management, Inc.
+4.44%
+$10,776.12 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$28,854.24 
MSFT Microsoft Corp.
+3.02%
+$33,246.4 
NVDA NVIDIA Corporation
+2.93%
+$66,607.23 
CVX Chevron Corporation
+2.35%
+$4,813.8 
GLW Corning Incorporated
+2.24%
+$17,783.07 
FIX Comfort Systems USA, Inc.
+1.88%
+$38,729.56 
AMLP Alerian MLP ETF
+0.89%
+$9,116.94 
MGC Vanguard Mega Cap ETF
+0.87%
+$25,457.19 
TSLA Tesla, Inc.
+0.76%
+$6,102.91 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,735.51 
IVV iShares Core S&P 500 ETF
+0.69%
+$64,680.96 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$8,556.5 
PLTR Palantir Technologies Inc.
+0.65%
+$4,778.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$83,760.6 
HEI Heico Corporation
+0.62%
+$3,933.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$24,342.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$19,328.76 
APH Amphenol Corporation
+0.55%
+$5,693.54 
AVGO Broadcom Inc.
+0.37%
+$5,192.64 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$11,207.53 
JPM JPMorgan Chase & Co.
+0.27%
+$1,738.06 
JNJ Johnson & Johnson
+0.21%
+$957.18 
T AT&T Inc.
+0.17%
+$1,076.92 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$806.67 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$666.68 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$5,792.67 
AEP American Electric Power Company, Inc.
+0.06%
+$393.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$71.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$412,598.04 
SLV iShares Silver Trust
-2.13%
-$6,669 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,427.45 
BHP BHP Group Ltd.
-1.64%
-$4,457.01 
GLD SPDR Gold Shares
-1.49%
-$17,416.35 
GLAD Gladstone Capital Corporation
-1.01%
-$2,682.04 
MLI Mueller Industries Inc.
-0.67%
-$4,806.9 
EME EMCOR Group, Inc.
-0.62%
-$2,277.34 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,267.18 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$4,870.32 
VCRB Vanguard Core Bond ETF
-0.25%
-$4,410.53 
COST Costco Wholesale Corporation
-0.24%
-$2,343.81 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,482.47 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$652.01 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$652.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$383.31 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$840.92 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$12,503.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,726.56 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,849.6 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$537.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$895.38 Events
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Dividends
Dividend Analysis
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| Trades 340 | Longs Won 201/340 59% | Profit Factor 9.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $259,433.9 |
| Average Win $103,499.91 | Best Trade (Aug 17) $3.76M | Sharpe Ratio -9.7 |
| Average Loss -$15,920.65 | Worst Trade (Aug 02) -$316,863.73 | Z-Score 2.04 (95.86%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $54,677.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,827 | $4.18M | $5.2M | - | $1.02M | 24.38% | -7.354% |
| AEP American Electric Power Company, Inc. | 5,628 | $572,030 | $719,539.8 | - | $147,509.8 | 25.79% | +0.055% |
| AMLP Alerian MLP ETF | 18,606 | $979,403 | $1.03M | - | $49,880.92 | 5.09% | +0.894% |
| AMZN Amazon.com Inc | 5,147 | $1.13M | $1.4M | - | $268,088.68 | 23.73% | +15.321% |
| APH Amphenol Corporation | 25,880 | $472,691.46 | $1.04M | - | $567,037.54 | 119.96% | +0.551% |
| APO Apollo Global Management, Inc. | 2,018 | $321,892.19 | $253,440.62 | - | -$68,451.57 | -21.27% | +4.441% |
| AVEM Avantis Emerging Markets Equity ETF | 8,963 | $608,279.66 | $802,278.13 | - | $193,998.47 | 31.89% | +0.101% |
| AVGO Broadcom Inc. | 3,606 | $857,323.42 | $1.4M | - | $546,420.26 | 63.74% | +0.371% |
| BHP BHP Group Ltd. | 3,161 | $229,927 | $267,072.89 | - | $37,145.89 | 16.16% | -1.641% |
| COST Costco Wholesale Corporation | 1,028 | $959,495.52 | $978,542.93 | - | $19,047.41 | 1.99% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 5,116 | $605,953.02 | $976,439.76 | - | $370,486.74 | 61.14% | +3.045% |
| CVX Chevron Corporation | 1,065 | $220,458 | $209,623.95 | - | -$10,834.05 | -4.91% | +2.35% |
| EME EMCOR Group, Inc. | 461 | $340,364 | $367,615.23 | - | $27,251.23 | 8.01% | -0.616% |
| ESGV Vanguard ESG U.S. Stock ETF | 9,614 | $1.04M | $1.27M | - | $233,423.74 | 22.54% | +0.679% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 4,259 | $200,253 | $228,793.48 | - | $28,540.48 | 14.25% | -0.167% |
| FEZ SPDR Euro Stoxx 50 ETF | 9,524 | $601,628.34 | $664,489.48 | - | $62,861.14 | 10.45% | +0.1% |
| FIX Comfort Systems USA, Inc. | 1,216 | $515,499.78 | $2.1M | - | $1.59M | 308.01% | +1.876% |
| FTEC Fidelity MSCI Information Technology Index ETF | 1,320 | $244,175.76 | $356,532.01 | - | $112,356.25 | 46.01% | -0.354% |
| GLAD Gladstone Capital Corporation | 14,116 | $398,210.11 | $263,545.72 | - | -$134,664.39 | -33.82% | -1.007% |
| GLD SPDR Gold Shares | 3,099 | $773,329.87 | $1.15M | - | $378,072.62 | 48.89% | -1.49% |
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FAQ
Which stocks have generated the highest profits for Adam Amante?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $607,918.13, iShares Preferred and Income Securities ETF - $487,798.51, JPMorgan Equity Premium Income Fund - $422,009.1, JPMorgan Nasdaq Equity Premium Income ETF - $331,125.03, and Vanguard Short-Term Corporate Bond ETF - $277,654.89. 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: Microsoft Corp - $117,440.11, UnitedHealth Group Incorporated - $81,687.06, Manhattan Bridge Capital Inc - $76,463.46, Tetra Tech, Inc - $74,108.3, and Apollo Global Management, Inc - $67,093.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Amante's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.54M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $607,918.13, iShares Preferred and Income Securities ETF - $487,798.51, JPMorgan Equity Premium Income Fund - $425,139.06, JPMorgan Nasdaq Equity Premium Income ETF - $331,125.03, and Vanguard Short-Term Corporate Bond ETF - $277,654.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Amante's monthly returns?
Adam Amante's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Adam Amante's strategy be considered aggressive or moderate?
Adam Amante's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Adam Amante's strategy?
Adam Amante's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
