JT
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:
35.23%
Gain -0.15%
Monthly
1.03%
Yearly
13.08%
Drawdown
15.55%
$181.99M
Equity
Holdings
$181.99M
Investment
$140.66M
$52.42M
Profit -$324,735.02
Realized
$11.09M
Unrealized
$41.33M
Dividends
$7.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$324,735.02
Win %
71%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$324,735.02
Win %
71%
This Month
Compared to last month
Gain
-1.63%
Profit
-$3.01M
Win %
71%
This Year
Compared to last year
Gain
7.25%
Profit
$12.31M
Win %
71%
INTC Intel Corporation
+6.51%
+$185,577.46 
TER Teradyne, Inc.
+5.72%
+$476,373.6 
QCOM QUALCOMM Incorporated
+4.32%
+$133,633.8 
SCCO Southern Copper Corporation
+4.19%
+$322,069.93 
FSM Fortuna Mining Corp
+3.72%
+$38,163.84 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$42,309.54 
FCX Freeport-McMoRan Inc.
+3.12%
+$38,292.93 
AEM Agnico Eagle Mines Limited
+3.09%
+$278,169.76 
WPM Wheaton Precious Metals Corp.
+3.05%
+$197,858.48 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+3.03%
+$85,011.9 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$61,658.3 
CME CME Group Inc.
+2.8%
+$7,423.5 
SCHW Charles Schwab Corporation
+2.71%
+$126,780 
RJF Raymond James Financial Inc.
+2.65%
+$27,191.36 
AMAT Applied Materials, Inc.
+2.64%
+$68,184.87 
OPRA Opera Limited ADR
+2.31%
+$41,145.55 
JBL Jabil Inc.
+2.11%
+$52,981.76 
AGI Alamos Gold Inc.
+2.06%
+$76,380.38 
CCJ Cameco Corporation
+2.01%
+$158,553.25 
PM Philip Morris International Inc.
+1.95%
+$150,106.19 
TGT Target Corporation
+1.95%
+$14,004.13 
CPA Copa Holdings S.A.
+1.87%
+$18,595.2 
FCPT Four Corners Property Trust Inc.
+1.77%
+$8,572.52 
HUBB Hubbell Inc.
+1.61%
+$24,140.73 
ZM Zoom Video Communications, Inc.
+1.47%
+$24,009.44 
GPC Genuine Parts Company
+1.46%
+$9,974.06 
AVB AvalonBay Communities, Inc.
+1.45%
+$22,705.68 
RBA Rb Global Inc.
+1.42%
+$69,032.67 
COP ConocoPhillips
+1.4%
+$49,129.74 
SPGI S&P Global Inc.
+1.35%
+$11,708.14 
XEL Xcel Energy Inc.
+1.21%
+$5,285.8 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$40,862.91 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$13,154.16 
UNM Unum Group
+1.11%
+$29,431.08 
KMT Kennametal Inc.
+1.1%
+$12,371.28 
SLM SLM Corporation
+1.08%
+$1,881.84 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$20,734.8 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$33,428 
ORI Old Republic International Corp.
+0.94%
+$4,547.88 
ALL Allstate Corporation
+0.94%
+$8,071.08 
PPG PPG Industries Inc.
+0.93%
+$4,741 
ACT Enact Holdings, Inc.
+0.9%
+$7,170.6 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.82%
+$16,014.72 
SRE Sempra
+0.82%
+$5,849.25 
OSK Oshkosh Corporation
+0.81%
+$6,543.27 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.79%
+$41,391.82 
SO The Southern Company
+0.78%
+$16,584.87 
FNV Franco-Nevada Corporation
+0.75%
+$15,709.25 
MA Mastercard Incorporated
+0.71%
+$1,905.03 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,131.36 
EMR Emerson Electric Co.
+0.69%
+$7,977.2 
AEP American Electric Power Company, Inc.
+0.58%
+$8,468.25 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,388.26 
TOST Toast Inc.
+0.53%
+$6,368.7 
HSY The Hershey Company
+0.45%
+$5,054.48 
CINF Cincinnati Financial Corporation
+0.42%
+$7,587.77 
BKE Buckle Inc.
+0.42%
+$4,218 
AME Ametek Inc.
+0.4%
+$5,022.29 
ROK Rockwell Automation, Inc.
+0.38%
+$12,601.75 
MAS Masco Corporation
+0.38%
+$7,656.6 
XOM Exxon Mobil Corporation
+0.28%
+$1,078.11 
IMO Imperial Oil Limited
+0.27%
+$3,158.08 
MSFT Microsoft Corp.
+0.1%
+$166.4 
EOG EOG Resources, Inc.
+0.09%
+$1,341.6 
LDOS Leidos Holdings Inc.
+0.07%
+$258.64 
TJX The TJX Companies, Inc.
+0.04%
+$119.28 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$1,255.22 
AMX
0%
$0 
AZN
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
SDRDW Sandridge Energy, Inc.
0%
$0 
FOXA Fox Corporation
-3.59%
-$12,169.15 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.93%
-$52,029.78 
ULTA Ulta Beauty Inc.
-1.82%
-$3,463.32 
ABT Abbott Laboratories
-1.64%
-$32,951.52 
EQNR Equinor ASA Sponsored ADR
-1.55%
-$14,484.27 
AAPL Apple Inc.
-1.52%
-$8,293.5 
PHM PulteGroup Inc.
-0.67%
-$5,903.79 
BWXT Bwx Technologies Inc.
-0.63%
-$5,574.36 
CSCO Cisco Systems, Inc.
-0.6%
-$28,908.73 
MCK McKesson Corporation
-0.4%
-$4,634.64 
DGX Quest Diagnostics Inc.
-0.38%
-$4,305.07 
META Meta Platforms Inc Class A
-0.26%
-$523.45 
TSLX Sixth Street Specialty Lending Inc.
-0.24%
-$749.16 
DHI D.R. Horton, Inc.
-0.22%
-$1,397.4 
MDT Medtronic plc
-0.16%
-$5,767.84 
TLK Telkom Indonesia Persero Tbk. - ADR
-0.13%
-$480.02 
SSNC SS&C Technologies Holdings Inc.
-0.09%
-$153.12 
TSCO Tractor Supply Company
-0.03%
-$398.07 Events
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Dividends
Dividend Analysis
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| Trades 705 | Longs Won 433/705 61% | Profit Factor 4.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,731.95 |
| Average Win $154,170.46 | Best Trade (Jun 12) $6.23M | Sharpe Ratio -15.22 |
| Average Loss -$52,706.44 | Worst Trade (Jun 12) -$825,690 | Z-Score 0.75 (54.45%) |
| Commissions $0 | Avg. Trade Length 12m 2d | Expectancy $74,354.13 |
| 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 | 3,448 | 3,103 | 2,759 | 2,414 | 2,069 | 1,724 | 1,379 | 1,034 | 690 | 345 |
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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