James M. Perkins Portfolio
Invests via Quantum Private Wealth LLC | Managed by James M. Perkins
Invests via Quantum Private Wealth LLC
Managed by James M. Perkins
Automatically Tracked
James M. Perkins Profile
With a notable career as an entrepreneurial founder, James M. Perkins has successfully established and scaled multiple ventures across diverse sectors. His focus on innovative business models has positioned his companies at the forefront of their industries, particularly in technology and consumer services. With deep operational expertise, he navigates complex market dynamics to identify emerging opportunities for growth. Throughout his professional journey, he has demonstrated exceptional leadership capabilities by fostering agile team environments that enhance creativity and drive execution. As a seasoned operator with extensive experience in capital deployment, Perkins continues to play a critical role in shaping the landscape of modern entrepreneurship.
With a notable career as an entrepreneurial founder, James M. Perkins has successfully established and scaled multiple ventures across diverse sectors. His focus on innovative business models has positioned his companies at the forefront of their industries, particularly in technology and consumer services. With deep operational expertise, he navigates complex market dynamics to identify emerging opportunities for growth. Throughout his professional journey, he has demonstrated exceptional leadership capabilities by fostering agile team environments that enhance creativity and drive execution. As a seasoned operator with extensive experience in capital deployment, Perkins continues to play a critical role in shaping the landscape of modern entrepreneurship.
Investment Philosophy & Strategy
James M. Perkins possesses a distinctive ability to pinpoint transformative opportunities within fast-paced sectors, leveraging his entrepreneurial insights and operational acumen. His strategic vision enables him to navigate intricate market landscapes effectively, often identifying disruptive trends ahead of competitors. With a focus on scalable business models, he cultivates initiatives that prioritize innovation while adapting swiftly to evolving customer demands. This mindset fosters an environment conducive to creative problem-solving and sustainable growth across various ventures. By championing dynamic team collaboration, he ensures that objectives align with broader market shifts, positioning his endeavors for long-term success.
James M. Perkins possesses a distinctive ability to pinpoint transformative opportunities within fast-paced sectors, leveraging his entrepreneurial insights and operational acumen. His strategic vision enables him to navigate intricate market landscapes effectively, often identifying disruptive trends ahead of competitors. With a focus on scalable business models, he cultivates initiatives that prioritize innovation while adapting swiftly to evolving customer demands. This mindset fosters an environment conducive to creative problem-solving and sustainable growth across various ventures. By championing dynamic team collaboration, he ensures that objectives align with broader market shifts, positioning his endeavors for long-term success.
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:
93.53%
Gain +2.86%
Monthly
1.06%
Yearly
13.47%
Drawdown
25.73%
$361.54M
Equity
Holdings
$361.54M
Investment
$210.07M
$146.85M
Profit +$7.95M
Realized
-$4.62M
Unrealized
$151.47M
Dividends
$9.61M
Goals
Avg. 36.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.86%
Profit
$7.95M
Win %
78%
This Week
Compared To Last Week
Gain
-2.72%
Profit
-$10.1M
Win %
78%
This Month
Compared to last month
Gain
-5.25%
Profit
-$20.03M
Win %
78%
This Year
Compared to last year
Gain
-5.49%
Profit
-$20.88M
Win %
76%
MANH Manhattan Associates Inc.
+21.32%
+$136,050.75 
GWRE GUIDEWIRE SOFTWARE INC
+4.93%
+$18,911.18 
NOW ServiceNow, Inc.
+4.65%
+$97,480.1 
SYK Stryker Corporation
+1.63%
+$4,011.49 
RSG Republic Services, Inc.
+1.05%
+$2,280 
GOOGL Alphabet Inc
+0.9%
+$35,577.12 
SLDB Solid Biosciences Inc.
+0.88%
+$5,172.86 
ABT Abbott Laboratories
+0.68%
+$3,114.91 
CRSP Crispr Therapeutics AG
+0.19%
+$522 
FAUG FT Vest U.S. Equity Buffer ETF
+0.06%
+$182 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.04%
+$125 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.02%
+$122.8 
YEAR AB Ultra Short Income ETF
+0.01%
+$81.28 
FAPR FT Vest U.S. Equity Buffer ETF
0%
+$8.64 
FJUL FT Vest US Equity Buffer ETF
0%
+$8.8 
AB AllianceBernstein Holding L.P.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AGX Argan Inc.
0%
-$0.01 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
+$0.02 
AMAT Applied Materials, Inc.
0%
$0 
AMSC American Superconductor Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ARKX ARK Space & Defense Innovation ETF
0%
$0 
ATOM Atomera Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BUFC AB Conservative Buffer ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CING Cingulate Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
-$0.01 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVLT Commvault Systems Inc.
0%
+$0.01 
CVX Chevron Corporation
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.04 
EMR Emerson Electric Co.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETON Eton Pharmaceuticals Inc.
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FHB First Hawaiian, Inc.
0%
$0 
FJET Starfighters Space, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
+$1.62 
FTNT Fortinet Inc.
0%
$0 
FTXL First Trust Nasdaq Semiconductor ETF
0%
$0 
FWD AB Disruptors ETF
0%
$0 
FXL First Trust Technology AlphaDEX Fund
0%
$0 
GKOS Glaukos Corporation
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IDN Intellicheck, Inc.
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KLAC KLA Corporation
0%
$0 
KRYS Krystal Biotech Inc.
0%
-$0.06 
LHX L3Harris Technologies, Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MOG-A Moog Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.08 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
POWL Powell Industries Inc.
0%
$0 
PRI Primerica Inc.
0%
$0 
PWR Quanta Services Inc.
0%
+$0.03 
QCOM QUALCOMM Incorporated
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REAL The RealReal, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.03 
SITM SiTime Corporation
0%
-$0.01 
SMH VanEck Semiconductor ETF
0%
+$0.02 
SMTC Semtech Corporation
0%
$0 
SNOW Snowflake Inc.
0%
+$0.18 
SOLS Sollensys Corp
0%
$0 
SSD Simpson Manufacturing Co., Inc.
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
-$0.02 
SUN Sunoco L.P.
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TGTX TG Therapeutics, Inc.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TSHA Taysha Gene Therapies Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TTC The Toro Company
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
-$0.02 
ULTA Ulta Beauty Inc.
0%
+$0.02 
USA Liberty All Star Equity Fund
0%
$0 
V Visa Inc. Class A
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
WSO Watsco Inc.
0%
-$0.01 
WTS Watts Water Technologies Inc.
0%
$0 
XE X-Energy Inc.
0%
$0 
XHE SPDR S&P Health Care Equipment ETF
0%
$0 
MU Micron Technology, Inc.
-9.94%
-$49,407.2 
CR Crane NXT Co.
-8.66%
-$19,610 
JOBY Joby Aviation, Inc.
-8.53%
-$34,224 
ARM Arm Holdings plc American Depositary Receipt
-8.11%
-$207,928.85 
USAR USA Rare Earth, Inc.
-7.04%
-$12,474 
OKLO Oklo Inc.
-6.92%
-$25,347.74 
CAT Caterpillar Inc.
-6.91%
-$18,895.49 
DRAM Roundhill Memory ETF
-6.11%
-$28,940.12 
AMD Advanced Micro Devices, Inc.
-5.51%
-$716,665.88 
INTC Intel Corporation
-5.12%
-$6,506.24 
MC Moelis & Company
-4.87%
-$37,788.76 
COIN Coinbase Global, Inc.
-4.65%
-$13,198.88 
LSTR Landstar System Inc.
-4.04%
-$8,418.77 
KAI Kadant Inc.
-3.85%
-$14,920.07 
GE General Electric Company
-3.56%
-$7,439.04 
NVDA NVIDIA Corporation
-3.55%
-$744,673.41 
JPM JPMorgan Chase & Co.
-3.53%
-$43,318.8 
LEN Lennar Corporation
-3.52%
-$7,833.15 
SPCX Space Exploration Technologies Corp. Class A
-3.32%
-$12,406.04 
SF Stifel Financial Corp.
-3.21%
-$47,194.72 
TSLA Tesla, Inc.
-2.97%
-$59,672.16 
TDY Teledyne Technologies Incorporated
-2.82%
-$31,693.57 
AVGO Broadcom Inc.
-2.78%
-$466,320.06 
DIA SPDR Dow Jones Industrial Average ETF Trust
-2.18%
-$15,520.97 
QQQ Invesco QQQ Trust, Series 1
-2.04%
-$38,417.89 
ORCL Oracle Corporation
-1.85%
-$12,312.12 
PG Procter & Gamble Co
-1.83%
-$8,572.2 
AMZN Amazon.com Inc
-1.82%
-$495,845.38 
HD The Home Depot, Inc.
-1.8%
-$71,572.8 
SPY SPDR S&P 500 ETF Trust
-1.54%
-$18,080.38 
AXP American Express Company
-1.52%
-$11,234.7 
RTX RTX Corporation
-1.52%
-$37,126.17 
EWTX Edgewise Therapeutics, Inc.
-1.49%
-$68,028 
LRGC AB US Large Cap Strategic Equities ETF
-1.31%
-$16,130.26 
META Meta Platforms Inc Class A
-1.31%
-$351,092.25 
GILD Gilead Sciences Inc.
-1.18%
-$3,234.08 
WM Waste Management, Inc.
-1.17%
-$3,464.73 
MRK Merck & Co., Inc.
-1.08%
-$3,861.03 
NEE NextEra Energy, Inc.
-0.92%
-$9,085.6 
GOLF Acushnet Holdings Corp.
-0.79%
-$6,300.06 
UNP Union Pacific Corporation
-0.77%
-$2,888.29 
CEG Constellation Energy Corporation
-0.72%
-$10,763.78 
MSFT Microsoft Corp.
-0.71%
-$115,682.49 
AAPL Apple Inc.
-0.56%
-$191,086.56 
PLTR Palantir Technologies Inc.
-0.43%
-$13,034.82 
FDN First Trust Dow Jones Internet Index Fund
-0.17%
-$4,337.54 
FJUN FT Vest US Equity Buffer ETF - June
-0.08%
-$180 
ABNB Airbnb, Inc.
-0.07%
-$230.7 
IWMI Neos Russell 2000 High Income ETF
-0.04%
-$144.52 
DELL Dell Technologies Inc.
-0.01%
-$701.78 
HUBS HubSpot, Inc.
0%
-$33.28 
ESN Essential 40 Stock ETF
0%
-$25.3 Events
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Dividends
Dividend Analysis
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| Trades 2187 | Longs Won 1154/2187 52% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $614,609.28 |
| Average Win $165,885.72 | Best Trade (Jul 30) $15.96M | Sharpe Ratio -11.38 |
| Average Loss -$43,155.67 | Worst Trade (Jun 30) -$2.06M | Z-Score -3.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $67,147.83 |
| 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 | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for James M. Perkins?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $1.74M, Activision Blizzard Inc - $1.65M, Advanced Micro Devices, Inc - $1.54M, Marvell Technology, Inc - $1.52M, and NVIDIA Corporation - $1.32M. 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: Netflix, Inc - $2.29M, Exact Sciences Corp - $1.49M, Edwards Lifesciences Corporation - $1.37M, Teladoc Health Inc - $1.3M, and The Walt Disney Company - $1.26M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James M. Perkins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.61M earned over time. The largest contributors to dividend income include Microsoft Corp - $592,156.4, Apple Inc - $526,536.28, Energy Transfer L.P - $523,492.84, The Home Depot, Inc - $435,217.77, and Enterprise Products Partners L.P - $411,684.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James M. Perkins's monthly returns?
James M. Perkins'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 James M. Perkins's strategy be considered aggressive or moderate?
James M. Perkins's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow James M. Perkins's strategy?
James M. Perkins's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
