JMP
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:
71.19%
Gain +0.01%
Monthly
0.67%
Yearly
8.4%
Drawdown
22.86%
$392.48M
Equity
Holdings
$392.48M
Investment
$224.78M
$164.59M
Profit +$70,972.35
Realized
-$12.91M
Unrealized
$177.5M
Dividends
$9.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$70,972.35
Win %
80%
This Week
Compared To Last Week
Gain
0.02%
Profit
$70,972.35
Win %
80%
This Month
Compared to last month
Gain
-3.74%
Profit
-$15.26M
Win %
80%
This Year
Compared to last year
Gain
10.53%
Profit
$39.19M
Win %
79%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$423,415.39 
KLAC KLA Corporation
+5.55%
+$93,899.45 
CRWV CoreWeave, Inc.
+5.02%
+$14,911 
AMD Advanced Micro Devices, Inc.
+4.73%
+$742,545.04 
REAL The RealReal, Inc.
+4.47%
+$58,742.64 
QCOM QUALCOMM Incorporated
+4.32%
+$184,082.43 
WTS Watts Water Technologies Inc.
+3.81%
+$27,727.13 
LITE Lumentum Holdings Inc.
+3.59%
+$10,422.21 
PWR Quanta Services Inc.
+3.58%
+$93,301.24 
ECG Everus Construction Group, Inc.
+3.58%
+$82,507.28 
GWRE GUIDEWIRE SOFTWARE INC
+3.41%
+$9,720.24 
FCX Freeport-McMoRan Inc.
+3.12%
+$29,781.09 
TGTX TG Therapeutics, Inc.
+3.06%
+$145,394.86 
NNOX Nano-X Imaging Ltd.
+2.92%
+$550 
AGX Argan Inc.
+2.89%
+$11,676.97 
CEG Constellation Energy Corporation
+2.86%
+$44,280.92 
ATOM Atomera Inc.
+2.86%
+$149,577.25 
EWTX Edgewise Therapeutics, Inc.
+2.65%
+$104,961.6 
AMAT Applied Materials, Inc.
+2.64%
+$24,033.43 
GS The Goldman Sachs Group, Inc.
+2.62%
+$8,946.3 
STRL Sterling Infrastructure, Inc.
+2.44%
+$16,331.56 
TSHA Taysha Gene Therapies Inc.
+2.33%
+$110,397.56 
SOLS Sollensys Corp.
+2.33%
+$27,854.79 
JPM JPMorgan Chase & Co.
+2.31%
+$24,929.07 
FTXL First Trust Nasdaq Semiconductor ETF
+2.27%
+$8,272.18 
AXP American Express Company
+2.18%
+$15,220.52 
SYK Stryker Corporation
+2.15%
+$5,129.92 
GKOS Glaukos Corporation
+2.05%
+$8,343.6 
SMTC Semtech Corporation
+1.92%
+$9,577 
MANH Manhattan Associates Inc.
+1.87%
+$9,980.89 
FCN Fti Consulting Inc.
+1.84%
+$3,832.4 
TSLA Tesla, Inc.
+1.82%
+$54,199.6 
SF Stifel Financial Corp.
+1.76%
+$28,162.26 
SMH VanEck Semiconductor ETF
+1.73%
+$11,497.95 
VRT Vertiv Holdings Co
+1.68%
+$50,952.89 
ET Energy Transfer L.P.
+1.65%
+$35,974.88 
UNP Union Pacific Corporation
+1.65%
+$5,648.77 
WFC Wells Fargo & Company
+1.61%
+$3,657.5 
GLW Corning Incorporated
+1.5%
+$22,358.05 
AWK American Water Works Company, Inc.
+1.5%
+$5,920.38 
COF Capital One Financial Corporation
+1.48%
+$3,386.72 
POWL Powell Industries Inc.
+1.46%
+$171,028.5 
CAT Caterpillar Inc.
+1.44%
+$4,736.04 
NRG NRG Energy, Inc.
+1.43%
+$8,614.59 
EME EMCOR Group, Inc.
+1.42%
+$53,510.2 
ADI Analog Devices, Inc.
+1.37%
+$4,397.83 
NEE NextEra Energy, Inc.
+1.35%
+$13,501 
TXN Texas Instruments Inc
+1.35%
+$12,019.77 
ABBV AbbVie Inc.
+1.32%
+$6,624.48 
AMSC American Superconductor Corporation
+1.29%
+$15,923.73 
FXL First Trust Technology AlphaDEX Fund
+1.27%
+$3,990 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,051.5 
SITM SiTime Corporation
+1.2%
+$7,214.12 
ITW Illinois Tool Works Inc.
+1.17%
+$3,045.55 
WHR Whirlpool Corporation
+1.13%
+$1,977.6 
PRI Primerica Inc.
+1.09%
+$13,633.59 
NSC Norfolk Southern Corporation
+1.09%
+$4,076.28 
ABNB Airbnb, Inc.
+1.08%
+$3,736.5 
JNJ Johnson & Johnson
+1.07%
+$3,660.14 
DELL Dell Technologies Inc.
+1.05%
+$75,354.8 
V Visa Inc. Class A
+1.05%
+$11,883.8 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.97%
+$5,219.2 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$3,645.48 
RSG Republic Services, Inc.
+0.89%
+$1,860 
PG Procter & Gamble Co
+0.86%
+$5,119.37 
FTNT Fortinet Inc.
+0.85%
+$8,314.21 
HUBS HubSpot, Inc.
+0.83%
+$6,099.29 
ESN Essential 40 Stock ETF
+0.83%
+$10,106 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$5,475.96 
IWMI Neos Russell 2000 High Income ETF
+0.76%
+$2,800 
NXPI NXP Semiconductors N.V.
+0.76%
+$10,466.61 
CVX Chevron Corporation
+0.75%
+$3,257.78 
HD The Home Depot, Inc.
+0.73%
+$27,638.94 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$5,002.41 
FWD AB Disruptors ETF
+0.72%
+$82,196.02 
MA Mastercard Incorporated
+0.71%
+$16,603.95 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$14,078.74 
EMR Emerson Electric Co.
+0.69%
+$1,843.4 
COST Costco Wholesale Corporation
+0.68%
+$2,996.99 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$42,193.33 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$12,035.53 
VGT Vanguard Information Technology ETF
+0.58%
+$4,984.8 
HON Honeywell International Inc.
+0.54%
+$8,429.96 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$6,683.23 
GOOGL Alphabet Inc
+0.53%
+$22,698.44 
VKTX Viking Therapeutics Inc.
+0.49%
+$14,718.9 
GOOG Alphabet Inc
+0.45%
+$78,248 
CSX CSX Corporation
+0.42%
+$4,691.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$776.02 
NGG National Grid plc Sponsored ADR
+0.39%
+$2,516.8 
ROK Rockwell Automation, Inc.
+0.38%
+$4,707.5 
TDY Teledyne Technologies Incorporated
+0.37%
+$4,078.56 
FAUG FT Vest U.S. Equity Buffer ETF
+0.34%
+$988 
BUFC AB Conservative Buffer ETF
+0.33%
+$2,376.9 
LRGC AB US Large Cap Strategic Equities ETF
+0.3%
+$4,106.38 
WM Waste Management, Inc.
+0.3%
+$894.97 
FJUL FT Vest US Equity Buffer ETF
+0.2%
+$519.2 
FJUN FT Vest US Equity Buffer ETF - June
+0.17%
+$360 
NVDA NVIDIA Corporation
+0.16%
+$34,353.28 
SYFI AB Short Duration High Yield ETF
+0.13%
+$826.47 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$412.04 
AB AllianceBernstein Holding L.P.
+0.11%
+$228 
MSFT Microsoft Corp.
+0.1%
+$17,053.57 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.07%
+$150 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,252.98 
ORCL Oracle Corporation
+0.02%
+$201.74 
LEN
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
LYV
0%
$0 
SNOW
0%
$0 
FJET Starfighters Space, Inc.
-8.44%
-$7,695 
CING Cingulate Inc.
-4.13%
-$2,100 
PLTR Palantir Technologies Inc.
-2.36%
-$85,636.32 
ZTS Zoetis Inc.
-2.25%
-$3,777.12 
JOBY Joby Aviation, Inc.
-2.24%
-$6,762 
KAI Kadant Inc.
-2.12%
-$7,521.48 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$53,521.13 
ULTA Ulta Beauty Inc.
-1.82%
-$21,882.33 
MC Moelis & Company
-1.78%
-$13,916.22 
ABT Abbott Laboratories
-1.64%
-$3,332.49 
ETON Eton Pharmaceuticals Inc.
-1.62%
-$5,980 
TTC The Toro Company
-1.59%
-$4,418.82 
AAPL Apple Inc.
-1.52%
-$477,319.5 
MU Micron Technology, Inc.
-1.43%
-$8,641.57 
MRK Merck & Co., Inc.
-1.42%
-$5,121.44 
LHX L3Harris Technologies, Inc.
-1.4%
-$5,111.46 
GOLF Acushnet Holdings Corp.
-1.29%
-$14,954.24 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$78,387.03 
AMZN Amazon.com Inc
-1.23%
-$370,460.51 
NFLX Netflix, Inc.
-1.14%
-$73,786.2 
KRYS Krystal Biotech Inc.
-1.11%
-$25,672.15 
SLDB Solid Biosciences Inc.
-1.11%
-$7,218.48 
MSGE Madison Square Garden Entertainment Corp.
-1.05%
-$3,666 
WSO Watsco Inc.
-1.01%
-$4,017.06 
PATH Uipath Inc.
-0.94%
-$1,200 
AVGO Broadcom Inc.
-0.91%
-$155,683.63 
NOW ServiceNow, Inc.
-0.9%
-$16,335.49 
CRSP Crispr Therapeutics AG
-0.86%
-$2,709 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$4,964.68 
ITB iShares U.S. Home Construction ETF
-0.81%
-$7,312.24 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.72%
-$5,388.81 
PHM PulteGroup Inc.
-0.67%
-$3,745.79 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.65%
-$2,850 
OKLO Oklo Inc.
-0.64%
-$3,108 
RBC RBC Bearings Incorporated
-0.63%
-$6,685.02 
USA Liberty All Star Equity Fund
-0.52%
-$501.45 
TT Trane Technologies plc
-0.41%
-$1,880.56 
COIN Coinbase Global, Inc.
-0.41%
-$1,033.48 
NOC Northrop Grumman Corporation
-0.4%
-$5,996.22 
RTX RTX Corporation
-0.37%
-$7,698.39 
MRVL Marvell Technology, Inc.
-0.36%
-$34,841.28 
CRM Salesforce Inc
-0.34%
-$1,515.92 
SSD Simpson Manufacturing Co., Inc.
-0.32%
-$1,122.81 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$7,562 
META Meta Platforms Inc Class A
-0.26%
-$66,163.96 
GILD Gilead Sciences Inc.
-0.22%
-$569.52 
ASG Liberty All-Star Growth Fund, Inc.
-0.19%
-$130 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$3,857.06 
PAA Plains All American Pipeline, L.P.
-0.18%
-$390.4 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$899.22 
MDT Medtronic plc
-0.16%
-$332.8 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$673.53 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,401.87 
TOL Toll Brothers Inc
-0.07%
-$202.73 
YEAR AB Ultra Short Income ETF
-0.03%
-$213.76 Events
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Dividends
Dividend Analysis
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| Trades 2064 | Longs Won 1103/2064 53% | Profit Factor 5.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,161.25 |
| Average Win $183,462.73 | Best Trade (Jun 14) $14.44M | Sharpe Ratio -19.72 |
| Average Loss -$39,294.55 | Worst Trade (Jun 30) -$2.06M | Z-Score -1.13 (74.36%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $79,744.78 |
| 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 | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
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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