Jason topor Portfolio
Invests via KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | Managed by Jason Robert Topor, Justin Alan Klein, Luke Gordon Guerrero
Invests via KLEIN PAVLIS & PEASLEY FINANCIAL Inc.
Managed by Jason Robert Topor, Justin Alan Klein, Luke Gordon Guerrero
Automatically Tracked
Jason topor Profile
With a robust background in financial services, Jason Topor excels as an investor-operator focused on enhancing business growth through strategic initiatives. His career encompasses leadership roles that bridge investment management and operational excellence, positioning him as a key player in navigating the evolving landscape of capital markets. His expertise is particularly evident in fostering partnerships that drive innovation and maximize returns for stakeholders. An influential figure in guiding ventures toward scalability, he leverages deep industry knowledge to identify opportunities for expansion across various sectors. Jason’s contributions resonate within both corporate strategies and entrepreneurial projects, highlighting his significance in today’s dynamic finance environment.
With a robust background in financial services, Jason Topor excels as an investor-operator focused on enhancing business growth through strategic initiatives. His career encompasses leadership roles that bridge investment management and operational excellence, positioning him as a key player in navigating the evolving landscape of capital markets. His expertise is particularly evident in fostering partnerships that drive innovation and maximize returns for stakeholders. An influential figure in guiding ventures toward scalability, he leverages deep industry knowledge to identify opportunities for expansion across various sectors. Jason’s contributions resonate within both corporate strategies and entrepreneurial projects, highlighting his significance in today’s dynamic finance environment.
Investment Philosophy & Strategy
Opportunities in transformative ventures inspire the investment strategies devised by Jason Topor. His focus on operational improvement manifests through meticulous assessments of business efficiencies and scalable growth potential. With a penchant for identifying underperforming assets ripe for revival, he embraces an entrepreneurial approach that emphasizes adaptability and innovation. The synthesis of financial acumen and practical leadership informs his decision-making process, ensuring alignment with long-term strategic goals. A deep understanding of market dynamics enables him to navigate complex environments, fostering collaboration across diverse stakeholders while unlocking new avenues for value creation.
Opportunities in transformative ventures inspire the investment strategies devised by Jason Topor. His focus on operational improvement manifests through meticulous assessments of business efficiencies and scalable growth potential. With a penchant for identifying underperforming assets ripe for revival, he embraces an entrepreneurial approach that emphasizes adaptability and innovation. The synthesis of financial acumen and practical leadership informs his decision-making process, ensuring alignment with long-term strategic goals. A deep understanding of market dynamics enables him to navigate complex environments, fostering collaboration across diverse stakeholders while unlocking new avenues for value creation.
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:
60.41%
Gain +0.26%
Monthly
1.53%
Yearly
19.98%
Drawdown
18.7%
$195.12M
Equity
Holdings
$195.12M
Investment
$151.86M
$63.14M
Profit +$415,655.41
Realized
$19.88M
Unrealized
$43.26M
Dividends
$8.54M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$415,655.41
Win %
77%
This Week
Compared To Last Week
Gain
2.34%
Profit
$4.46M
Win %
77%
This Month
Compared to last month
Gain
2.34%
Profit
$4.46M
Win %
77%
This Year
Compared to last year
Gain
0.54%
Profit
$1.3M
Win %
77%
GOOGL Alphabet Inc
+6.73%
+$31,929.87 
ZM Zoom Video Communications, Inc.
+4.06%
+$73,518.75 
NVDA NVIDIA Corporation
+2.93%
+$8,724.89 
LDOS Leidos Holdings Inc.
+2.84%
+$57,426.38 
SD SandRidge Energy Inc.
+2.58%
+$23,011.1 
EOG EOG Resources, Inc.
+2.19%
+$35,829.17 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$52,301.13 
CSCO Cisco Systems, Inc.
+2.14%
+$98,055.36 
JBL Jabil Inc.
+2.12%
+$31,788.03 
JCI Johnson Controls International plc
+1.93%
+$109,543.12 
ROK Rockwell Automation, Inc.
+1.93%
+$68,578.1 
BWXT Bwx Technologies Inc.
+1.88%
+$16,088.03 
CINF Cincinnati Financial Corporation
+1.69%
+$35,945.63 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$30,518.95 
OPRA Opera Limited ADR
+1.23%
+$34,146.49 
COP ConocoPhillips
+1.22%
+$43,153.48 
AMAT Applied Materials, Inc.
+1.18%
+$17,711.86 
EQT EQT Corporation
+1.1%
+$2,438.9 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$46,102.86 
EQNR Equinor ASA Sponsored ADR
+0.91%
+$6,126.06 
SCHW Charles Schwab Corporation
+0.87%
+$55,301.61 
EMR Emerson Electric Co.
+0.79%
+$9,635.96 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,979.2 
AME Ametek Inc.
+0.71%
+$9,355.19 
TER Teradyne, Inc.
+0.6%
+$37,912.77 
IMO Imperial Oil Limited
+0.6%
+$7,187.27 
RJF Raymond James Financial Inc.
+0.58%
+$8,628.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,148.48 
CSX CSX Corporation
+0.42%
+$6,552 
AVGO Broadcom Inc.
+0.37%
+$1,916.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$931.86 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.32%
+$11,528 
FCPT Four Corners Property Trust Inc.
+0.23%
+$1,197.36 
SO The Southern Company
+0.21%
+$5,115 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$1,714.65 
ABT Abbott Laboratories
+0.09%
+$2,664 
AEP American Electric Power Company, Inc.
+0.06%
+$767.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,381.92 
AAPL Apple Inc.
-7.35%
-$56,445.04 
FSM Fortuna Mining Corp
-3.88%
-$42,121.92 
WPM Wheaton Precious Metals Corp.
-3.84%
-$248,698.26 
FNV Franco-Nevada Corporation
-3.81%
-$76,306.04 
RTO Rentokil Initial plc Sponsored ADR
-3.67%
-$41,303.12 
AEM Agnico Eagle Mines Limited
-3.63%
-$316,327.52 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$62,268.7 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$73,170.54 
QCOM QUALCOMM Incorporated
-2.63%
-$50,661.16 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$80,909.64 
CCJ Cameco Corporation
-2.1%
-$121,260.1 
AGI Alamos Gold Inc.
-2.01%
-$64,725.78 
WSM Williams-Sonoma, Inc.
-2%
-$5,135.33 
SYF Synchrony Financial
-1.79%
-$23,698.74 
TOST Toast Inc.
-1.77%
-$46,518.32 
PHM PulteGroup Inc.
-1.76%
-$18,632.24 
DHI D.R. Horton, Inc.
-1.7%
-$10,383.89 
PPG PPG Industries Inc.
-1.35%
-$7,463.93 
FCX Freeport-McMoRan Inc.
-1.28%
-$15,100.83 
SCCO Southern Copper Corporation
-1.24%
-$72,638.48 
HSY The Hershey Company
-1.23%
-$14,348.74 
TJX The TJX Companies, Inc.
-1.21%
-$2,843.51 
AVB AvalonBay Communities, Inc.
-1.16%
-$26,556.46 
SRE Sempra
-1.15%
-$8,712.77 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$14,107.05 
MCK McKesson Corporation
-1.08%
-$20,280.34 
INTC Intel Corporation
-1.02%
-$7,226.1 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$12,722.8 
XOM Exxon Mobil Corporation
-0.97%
-$2,247.57 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$36,736.2 
MAS Masco Corporation
-0.87%
-$18,683.91 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$34,591.11 
UNM Unum Group
-0.76%
-$19,734 
SPGI S&P Global Inc.
-0.74%
-$9,655.18 
CPA Copa Holdings S.A.
-0.71%
-$7,259.88 
EME EMCOR Group, Inc.
-0.62%
-$1,763.58 
PM Philip Morris International Inc.
-0.61%
-$52,872.99 
DGX Quest Diagnostics Inc.
-0.55%
-$8,781.07 
BKE Buckle Inc.
-0.55%
-$5,759.96 
ALL Allstate Corporation
-0.49%
-$5,599.16 
ORI Old Republic International Corp.
-0.39%
-$2,361.98 
MDT Medtronic plc
-0.37%
-$16,568.96 
GPC Genuine Parts Company
-0.37%
-$3,499.22 
TMUS T-Mobile US, Inc.
-0.36%
-$1,270.06 
ACT Enact Holdings, Inc.
-0.36%
-$3,575.95 
OSK Oshkosh Corporation
-0.36%
-$3,228.3 
RBA Rb Global Inc.
-0.24%
-$13,214.17 
HUBB Hubbell Inc.
-0.24%
-$4,911.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$474.84 
XEL Xcel Energy Inc.
-0.04%
-$172.56 
TGT Target Corporation
-0.01%
-$109.37 Events
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Dividends
Dividend Analysis
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| Trades 887 | Longs Won 597/887 67% | Profit Factor 6.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,533.99 |
| Average Win $127,074.28 | Best Trade (Aug 06) $5.12M | Sharpe Ratio -10.42 |
| Average Loss -$43,323.49 | Worst Trade (Dec 31) -$583,445.97 | Z-Score 7.87 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $71,187.04 |
| 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 | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jason topor?
The largest contributions to the portfolio's profits come from the following stocks: Cameco Corporation - $2.6M, Agnico Eagle Mines Limited - $2.51M, Allison Transmission Holdings Inc - $2.17M, Southern Copper Corporation - $2.11M, and Philip Morris International Inc - $1.95M. 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: Civitas Resources Inc - $986,857.53, Skyworks Solutions Inc - $711,014.02, FactSet Research Systems Inc - $401,853.48, Innovative Industrial Properties Inc - $396,801.22, and Tractor Supply Company - $338,719.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason topor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.54M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $648,977.63, Fomento Economico Mexicano S.A.B. de C.V. ADR - $531,372.15, Philip Morris International Inc - $447,947.55, ONEOK, Inc - $379,447.89, and Buckle Inc - $377,889.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason topor's monthly returns?
Jason topor'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 Jason topor's strategy be considered aggressive or moderate?
Jason topor'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 Jason topor's strategy?
Jason topor'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.
