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:
112.31%
Gain -0.77%
Monthly
1.14%
Yearly
14.53%
Drawdown
25.72%
$379.51M
Equity
Holdings
$379.51M
Investment
$210.07M
$164.78M
Profit -$2.14M
Realized
-$4.67M
Unrealized
$169.44M
Dividends
$9.82M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$2.14M
Win %
79%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.14M
Win %
79%
This Month
Compared to last month
Gain
0.38%
Profit
$1.42M
Win %
79%
This Year
Compared to last year
Gain
-0.79%
Profit
-$2.91M
Win %
77%
CRWD CrowdStrike Holdings, Inc.
+13.86%
+$1.01M 
PANW Palo Alto Networks, Inc.
+13.09%
+$523,938.99 
HUBS HubSpot, Inc.
+11.24%
+$84,163.68 
COIN Coinbase Global, Inc.
+9.23%
+$27,327.32 
FTNT Fortinet Inc.
+9.05%
+$73,475.96 
GWRE GUIDEWIRE SOFTWARE INC
+8.56%
+$29,016.36 
CVLT Commvault Systems Inc.
+7.8%
+$17,238 
NOW ServiceNow, Inc.
+7.41%
+$186,236.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+5.99%
+$31,532.65 
MANH Manhattan Associates Inc.
+4.82%
+$36,887.4 
CRM Salesforce Inc
+4.68%
+$30,431.17 
XE X-Energy Inc.
+4.62%
+$8,671.23 
DDOG Datadog, Inc. Class A Common Stock
+4%
+$90,671.88 
NFLX Netflix, Inc.
+3.77%
+$201,012.8 
HONA Honeywell Aerospace Inc.
+3.67%
+$19,882.43 
PLTR Palantir Technologies Inc.
+3.64%
+$149,777.46 
TTWO Take-Two Interactive Software, Inc.
+3.45%
+$15,185.04 
GOOGL Alphabet Inc
+3.22%
+$129,144.51 
GOOG Alphabet Inc
+3.06%
+$447,469.38 
CING Cingulate Inc.
+2.99%
+$4,500 
META Meta Platforms Inc Class A
+2.71%
+$790,860.84 
CRSP Crispr Therapeutics AG
+2.4%
+$7,192 
GKOS Glaukos Corporation
+2.39%
+$9,884 
SYK Stryker Corporation
+2.3%
+$4,501.4 
WM Waste Management, Inc.
+2.18%
+$5,739.61 
MSFT Microsoft Corp.
+1.97%
+$402,623.04 
SUN Sunoco L.P.
+1.93%
+$4,473 
GILD Gilead Sciences Inc.
+1.89%
+$5,512.14 
ABBV AbbVie Inc.
+1.78%
+$9,581.36 
XHE SPDR S&P Health Care Equipment ETF
+1.62%
+$3,649.99 
NOC Northrop Grumman Corporation
+1.61%
+$21,301.73 
COST Costco Wholesale Corporation
+1.56%
+$6,363 
LHX L3Harris Technologies, Inc.
+1.39%
+$3,406.6 
RSG Republic Services, Inc.
+1.38%
+$3,070 
V Visa Inc. Class A
+1.32%
+$16,440.72 
FDN First Trust Dow Jones Internet Index Fund
+1.31%
+$34,977.82 
ODFL Old Dominion Freight Line, Inc.
+1.14%
+$5,038.82 
ABT Abbott Laboratories
+1.11%
+$4,821.71 
FJET Starfighters Space, Inc.
+1.03%
+$240 
TTC The Toro Company
+1%
+$2,795.58 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.97%
+$6,238.22 
USAR USA Rare Earth, Inc.
+0.96%
+$1,890 
PRI Primerica Inc.
+0.96%
+$12,560.7 
AXP American Express Company
+0.95%
+$6,745.2 
ETON Eton Pharmaceuticals Inc.
+0.95%
+$6,210 
MA Mastercard Incorporated
+0.92%
+$24,101.46 
LRGC AB US Large Cap Strategic Equities ETF
+0.9%
+$11,209.66 
SNOW Snowflake Inc.
+0.89%
+$53,759.64 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$17,792.26 
AWK American Water Works Company, Inc.
+0.89%
+$2,895.06 
LYV Live Nation Entertainment, Inc.
+0.79%
+$2,762.1 
FJUN FT Vest US Equity Buffer ETF - June
+0.72%
+$1,566 
HD The Home Depot, Inc.
+0.7%
+$25,050.48 
MRK Merck & Co., Inc.
+0.63%
+$2,457 
PG Procter & Gamble Co
+0.59%
+$2,700.4 
PHM PulteGroup Inc.
+0.58%
+$3,113.97 
ITB iShares U.S. Home Construction ETF
+0.55%
+$3,978.8 
LEN Lennar Corporation
+0.53%
+$1,077.37 
ESN Essential 40 Stock ETF
+0.51%
+$6,583.08 
EWTX Edgewise Therapeutics, Inc.
+0.49%
+$24,943.6 
SLDB Solid Biosciences Inc.
+0.46%
+$2,955.92 
KAI Kadant Inc.
+0.39%
+$1,278.16 
ITW Illinois Tool Works Inc.
+0.36%
+$976.01 
ULTA Ulta Beauty Inc.
+0.32%
+$3,192.84 
JNJ Johnson & Johnson
+0.28%
+$952.5 
ABNB Airbnb, Inc.
+0.27%
+$1,061.22 
UNP Union Pacific Corporation
+0.27%
+$971.28 
AAPL Apple Inc.
+0.24%
+$81,894.24 
TGTX TG Therapeutics, Inc.
+0.2%
+$9,460.88 
FHB First Hawaiian, Inc.
+0.1%
+$186.57 
OKLO Oklo Inc.
+0.06%
+$185.02 
AB AllianceBernstein Holding L.P.
+0.03%
+$57 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GLW Corning Incorporated
-13.63%
-$187,790.32 
SITM SiTime Corporation
-12.16%
-$64,476.54 
SMTC Semtech Corporation
-12.08%
-$61,640.5 
LITE Lumentum Holdings Inc.
-9.92%
-$29,992 
ARM Arm Holdings plc American Depositary Receipt
-9.73%
-$269,836.1 
VRT Vertiv Holdings Co
-7.64%
-$183,246.03 
AMSC American Superconductor Corporation
-7.62%
-$76,101.75 
STRL Sterling Infrastructure, Inc.
-7.47%
-$30,497.83 
MRVL Marvell Technology, Inc.
-7.32%
-$472,780.8 
DRAM Roundhill Memory ETF
-7.16%
-$41,923.51 
CEG Constellation Energy Corporation
-7.08%
-$116,040.96 
AMAT Applied Materials, Inc.
-7.07%
-$51,196.1 
ECG Everus Construction Group, Inc.
-6.92%
-$132,750.04 
CRWV CoreWeave, Inc.
-6.75%
-$18,631 
FLEX Flex Ltd.
-6.44%
-$17,866.7 
POWL Powell Industries Inc.
-6.44%
-$437,074.41 
KLAC KLA Corporation
-6.39%
-$71,205.75 
SOLS Sollensys Corp
-6.19%
-$56,776.62 
DELL Dell Technologies Inc.
-5.81%
-$578,118.4 
FTXL First Trust Nasdaq Semiconductor ETF
-5.79%
-$18,740.17 
INTC Intel Corporation
-5.59%
-$8,464 
ATOM Atomera Inc.
-5.3%
-$163,656.9 
MU Micron Technology, Inc.
-5.25%
-$31,045.38 
NXPI NXP Semiconductors N.V.
-5.24%
-$56,139.09 
AGX Argan Inc.
-5.01%
-$14,248.47 
SMH VanEck Semiconductor ETF
-4.89%
-$30,391.34 
AVGO Broadcom Inc.
-4.77%
-$760,467.18 
AMD Advanced Micro Devices, Inc.
-4.4%
-$649,746.56 
PWR Quanta Services Inc.
-4.4%
-$80,077.5 
NRG NRG Energy, Inc.
-4.4%
-$24,286.33 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.36%
-$75,649.32 
CAT Caterpillar Inc.
-4.27%
-$11,355.5 
EME EMCOR Group, Inc.
-4.01%
-$128,946.09 
TT Trane Technologies plc
-3.75%
-$16,517 
ORCL Oracle Corporation
-3.75%
-$31,223.98 
NVDA NVIDIA Corporation
-3.35%
-$778,716.24 
RBC RBC Bearings Incorporated
-3.16%
-$27,352.48 
EMR Emerson Electric Co.
-2.56%
-$6,649.5 
NGG National Grid plc Sponsored ADR
-2.45%
-$14,825.52 
FCX Freeport-McMoRan Inc.
-2.43%
-$24,108.6 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.34%
-$13,340.65 
SF Stifel Financial Corp.
-2.25%
-$31,145.04 
ROK Rockwell Automation, Inc.
-2.21%
-$24,834 
MC Moelis & Company
-2.06%
-$14,934.48 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$9,931.29 
KRYS Krystal Biotech Inc.
-2.01%
-$42,649.43 
TXN Texas Instruments Inc
-1.99%
-$15,996.53 
FWD AB Disruptors ETF
-1.9%
-$177,951.35 
GE General Electric Company
-1.88%
-$3,489.92 
RCL Royal Caribbean Group
-1.86%
-$3,327.87 
TSLA Tesla, Inc.
-1.77%
-$42,333.21 
JPM JPMorgan Chase & Co.
-1.71%
-$20,937.42 
VGT Vanguard Information Technology ETF
-1.57%
-$14,079 
IDN Intellicheck, Inc.
-1.54%
-$400 
APD Air Products and Chemicals, Inc.
-1.5%
-$7,106.8 
JOBY Joby Aviation, Inc.
-1.49%
-$5,244 
VKTX Viking Therapeutics Inc.
-1.41%
-$44,264.25 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.32%
-$5,725.72 
AMZN Amazon.com Inc
-1.26%
-$381,600.72 
WTS Watts Water Technologies Inc.
-1.21%
-$9,408.73 
CR Crane NXT Co.
-1.21%
-$2,440 
MOG-A Moog Inc.
-1.2%
-$2,197.5 
RTX RTX Corporation
-1.17%
-$25,865.68 
SSD Simpson Manufacturing Co., Inc.
-1.09%
-$3,440.9 
TDY Teledyne Technologies Incorporated
-1.06%
-$11,037.4 
QCOM QUALCOMM Incorporated
-1.02%
-$35,645.04 
PAA Plains All American Pipeline, L.P.
-0.96%
-$2,395 
CVX Chevron Corporation
-0.89%
-$4,409.66 
FXL First Trust Technology AlphaDEX Fund
-0.88%
-$2,850 
WSO Watsco Inc.
-0.87%
-$2,429.7 
NEE NextEra Energy, Inc.
-0.81%
-$7,423.6 
QQQ Invesco QQQ Trust, Series 1
-0.8%
-$15,914.4 
COF Capital One Financial Corporation
-0.76%
-$2,001.81 
REAL The RealReal, Inc.
-0.76%
-$9,637.95 
ARKX ARK Space & Defense Innovation ETF
-0.69%
-$20,729.06 
GOLF Acushnet Holdings Corp.
-0.66%
-$4,302.48 
EPD Enterprise Products Partners L.P.
-0.54%
-$9,374.4 
TOL Toll Brothers Inc
-0.5%
-$1,253.24 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$5,606.48 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.41%
-$1,586.76 
LSTR Landstar System Inc.
-0.4%
-$775.56 
ET Energy Transfer L.P.
-0.33%
-$7,283.36 
FAPR FT Vest U.S. Equity Buffer ETF
-0.27%
-$561.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.26%
-$1,811.68 
USA Liberty All Star Equity Fund
-0.26%
-$250.72 
BUFC AB Conservative Buffer ETF
-0.25%
-$1,430 
FJUL FT Vest US Equity Buffer ETF
-0.23%
-$616 
IWMI Neos Russell 2000 High Income ETF
-0.21%
-$794.86 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.21%
-$450 
FAUG FT Vest U.S. Equity Buffer ETF
-0.2%
-$598 
TSHA Taysha Gene Therapies Inc.
-0.2%
-$8,120.27 
NSC Norfolk Southern Corporation
-0.1%
-$373.86 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.08%
-$225 
YEAR AB Ultra Short Income ETF
-0.06%
-$503.97 
CSX CSX Corporation
-0.04%
-$469.16 Events
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Dividends
Dividend Analysis
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| Trades 2187 | Longs Won 1178/2187 53% | Profit Factor 4.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,751.62 |
| Average Win $178,084.97 | Best Trade (Sep 08) $16.31M | Sharpe Ratio -10.79 |
| Average Loss -$44,606.16 | Worst Trade (Jun 30) -$2.06M | Z-Score 6.43 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 3d | Expectancy $75,343.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 101,104 | $17.94M | $33.68M | - | $15.73M | 87.7% | +0.244% |
| AB AllianceBernstein Holding L.P. | 5,700 | $217,854 | $205,770 | - | -$12,084 | -5.55% | +0.028% |
| ABBV AbbVie Inc. | 2,092 | $314,655.62 | $547,476.4 | - | $232,820.78 | 73.99% | +1.781% |
| ABNB Airbnb, Inc. | 2,307 | $300,072.12 | $393,689.55 | - | $93,617.43 | 31.2% | +0.27% |
| ABT Abbott Laboratories | 4,267 | $427,734.13 | $439,842.36 | - | $12,108.23 | 2.83% | +1.108% |
| AGX Argan Inc. | 688 | $206,654.8 | $270,404.64 | - | $63,749.84 | 30.85% | -5.006% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 5,315 | $434,399.47 | $556,905.7 | - | $122,506.23 | 28.2% | -2.339% |
| AMAT Applied Materials, Inc. | 1,586 | $240,878.19 | $672,797.06 | - | $431,918.87 | 179.31% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 28,598 | $3.4M | $14.11M | - | $10.71M | 314.9% | -4.402% |
| AMSC American Superconductor Corporation | 33,823 | $852,972.49 | $922,691.44 | - | $69,718.95 | 8.17% | -7.619% |
| AMZN Amazon.com Inc | 117,778 | $19.24M | $29.86M | - | $10.62M | 55.21% | -1.262% |
| APD Air Products and Chemicals, Inc. | 1,630 | $495,478 | $467,924.1 | - | -$27,553.9 | -5.56% | -1.496% |
| ARKX ARK Space & Defense Innovation ETF | 94,223 | $3.31M | $2.98M | - | -$335,433.88 | -10.12% | -0.691% |
| ARM Arm Holdings plc American Depositary Receipt | 10,475 | $1.46M | $2.5M | - | $1.05M | 71.86% | -9.728% |
| ATOM Atomera Inc. | 743,895 | $5.79M | $2.92M | - | -$2.87M | -49.52% | -5.301% |
| AVGO Broadcom Inc. | 44,034 | $4.11M | $15.18M | - | $11.07M | 269.39% | -4.771% |
| AWK American Water Works Company, Inc. | 2,373 | $447,880.43 | $329,633.43 | - | -$118,247 | -26.4% | +0.886% |
| AXP American Express Company | 2,190 | $358,284 | $717,816.3 | - | $359,532.3 | 100.35% | +0.949% |
| BRK-B Berkshire Hathaway Inc. | 3,919 | $2.08M | $2.02M | - | -$62,843.13 | -3.02% | +0.89% |
| BUFC AB Conservative Buffer ETF | 13,000 | $494,716 | $561,210 | - | $66,494 | 13.44% | -0.254% |
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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 - $1.77M, 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 - $1.38M, 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 $9.82M earned over time. The largest contributors to dividend income include Microsoft Corp - $629,619.28, Energy Transfer L.P - $558,869.16, Apple Inc - $553,834.36, Enterprise Products Partners L.P - $436,682.98, and The Home Depot, Inc - $435,217.77. 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.
