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:
57.13%
Gain +0.45%
Monthly
1.37%
Yearly
17.78%
Drawdown
18.7%
$191.8M
Equity
Holdings
$191.8M
Investment
$151.86M
$59.82M
Profit +$609,230.47
Realized
$19.88M
Unrealized
$39.94M
Dividends
$8.99M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$609,230.47
Win %
65%
This Week
Compared To Last Week
Gain
0.32%
Profit
$609,230.47
Win %
65%
This Month
Compared to last month
Gain
1.5%
Profit
$2.83M
Win %
65%
This Year
Compared to last year
Gain
-1.18%
Profit
-$2.02M
Win %
67%
AMX América Móvil, S.A.B. de C.V.
+3.66%
+$44,580.9 
CCJ Cameco Corporation
+3.5%
+$195,327.08 
CPA Copa Holdings S.A.
+3.16%
+$30,117.72 
ABT Abbott Laboratories
+2.58%
+$74,592 
AVGO Broadcom Inc.
+2.06%
+$9,736.25 
EOG EOG Resources, Inc.
+2.02%
+$32,110.95 
BWXT Bwx Technologies Inc.
+2%
+$13,941.18 
MDT Medtronic plc
+1.67%
+$74,560.32 
SD SandRidge Energy Inc.
+1.47%
+$13,149.2 
EQT EQT Corporation
+1.47%
+$3,090.68 
COP ConocoPhillips
+1.44%
+$54,462.63 
NVDA NVIDIA Corporation
+1.4%
+$4,996.56 
IBN ICICI Bank Limited Sponsored ADR
+1.29%
+$48,301.3 
FCX Freeport-McMoRan Inc.
+0.97%
+$13,050.08 
UNM Unum Group
+0.97%
+$25,714 
HUBB Hubbell Inc.
+0.94%
+$19,256.76 
TJX The TJX Companies, Inc.
+0.94%
+$1,843.86 
RBA Rb Global Inc.
+0.77%
+$30,832.83 
SCHW Charles Schwab Corporation
+0.67%
+$39,501.15 
WSM Williams-Sonoma, Inc.
+0.65%
+$1,664.02 
HIG The Hartford Insurance Group, Inc.
+0.64%
+$24,577.74 
PEG Public Service Enterprise Group Incorporated
+0.59%
+$6,486 
ZM Zoom Video Communications, Inc.
+0.57%
+$10,390.65 
RJF Raymond James Financial Inc.
+0.57%
+$7,688.7 
PM Philip Morris International Inc.
+0.56%
+$47,048.4 
TOST Toast Inc.
+0.55%
+$13,233.66 
EMR Emerson Electric Co.
+0.53%
+$7,022.76 
SPGI S&P Global Inc.
+0.51%
+$6,132.78 
GOOGL Alphabet Inc
+0.47%
+$2,273.6 
SYF Synchrony Financial
+0.39%
+$4,808.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.38%
+$858.41 
HSY The Hershey Company
+0.37%
+$3,949.2 
SO The Southern Company
+0.37%
+$7,928.25 
VOO Vanguard S&P 500 ETF
+0.36%
+$1,575.42 
CINF Cincinnati Financial Corporation
+0.35%
+$6,945.45 
MCK McKesson Corporation
+0.34%
+$6,658.49 
OPRA Opera Limited ADR
+0.29%
+$7,631 
AME Ametek Inc.
+0.24%
+$3,301.86 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.23%
+$8,908 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$461.65 
XEL Xcel Energy Inc.
+0.2%
+$834.04 
RTO Rentokil Initial plc Sponsored ADR
+0.17%
+$1,624.28 
EME EMCOR Group, Inc.
+0.17%
+$481.95 
AEP American Electric Power Company, Inc.
+0.16%
+$2,082.4 
LDOS Leidos Holdings Inc.
+0.16%
+$3,330.37 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$355.71 
XOM Exxon Mobil Corporation
+0.13%
+$315.84 
JCI Johnson Controls International plc
+0.12%
+$7,683.39 
AAPL Apple Inc.
+0.12%
+$943.82 
EQNR Equinor ASA Sponsored ADR
+0.05%
+$331.14 
OSK Oshkosh Corporation
+0.04%
+$316.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$483.67 
AVB AvalonBay Communities, Inc.
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
ACT Enact Holdings, Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-4.29%
-$66,579.61 
TGT Target Corporation
-3.06%
-$26,165.72 
INTC Intel Corporation
-2.36%
-$21,911.4 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-1.66%
-$42,161.11 
GPC Genuine Parts Company
-1.45%
-$13,996.88 
PHM PulteGroup Inc.
-1.37%
-$13,009.68 
TER Teradyne, Inc.
-1.32%
-$102,536.51 
AZN AstraZeneca PLC American Depositary Shares
-1.22%
-$14,369.28 
AGI Alamos Gold Inc.
-1.2%
-$44,286.06 
DHI D.R. Horton, Inc.
-1.11%
-$6,284.98 
B BARRICK MINING CORP Common Stock (ABR0)
-1.06%
-$35,450.1 
FCPT Four Corners Property Trust Inc.
-0.93%
-$3,991.2 
QCOM QUALCOMM Incorporated
-0.84%
-$19,755.26 
AEM Agnico Eagle Mines Limited
-0.79%
-$83,411.18 
DGX Quest Diagnostics Inc.
-0.7%
-$11,163.48 
AMAT Applied Materials, Inc.
-0.67%
-$10,837.15 
FSM Fortuna Mining Corp
-0.62%
-$8,684.55 
MAS Masco Corporation
-0.61%
-$12,455.94 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.61%
-$14,387.5 
WPM Wheaton Precious Metals Corp.
-0.51%
-$39,448.68 
PPG PPG Industries Inc.
-0.49%
-$2,545.64 
CSX CSX Corporation
-0.43%
-$6,396 
ORI Old Republic International Corp.
-0.32%
-$1,667.28 
FNV Franco-Nevada Corporation
-0.29%
-$6,373.9 
BKE Buckle Inc.
-0.26%
-$2,640 
ROK Rockwell Automation, Inc.
-0.25%
-$8,619.54 
IMO Imperial Oil Limited
-0.2%
-$2,333.5 
SRE Sempra
-0.18%
-$1,184.26 
UL Unilever PLC Sponsored American Depositary Receipt
-0.18%
-$4,130.6 
SCCO Southern Copper Corporation
-0.14%
-$9,469.37 
JBL Jabil Inc.
-0.13%
-$1,898.52 
TMUS T-Mobile US, Inc.
-0.01%
-$50.4 
ALL Allstate Corporation
-0.01%
-$86.18 
CSCO Cisco Systems, Inc.
-0.01%
-$403.52 Events
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Dividends
Dividend Analysis
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| Trades 887 | Longs Won 554/887 62% | Profit Factor 4.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,721.36 |
| Average Win $138,532.29 | Best Trade (Aug 28) $8.59M | Sharpe Ratio -10.42 |
| Average Loss -$50,361.93 | Worst Trade (Oct 01) -$632,060 | Z-Score 2.47 (98.66%) |
| Commissions $0 | Avg. Trade Length 1y 2d | Expectancy $67,440.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,802 | 3,422 | 3,042 | 2,662 | 2,281 | 1,901 | 1,521 | 1,141 | 760 | 380 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,302 | $529,088.8 | $769,098.2 | - | $240,009.4 | 45.36% | +0.123% |
| ABT Abbott Laboratories | 29,600 | $3.73M | $2.96M | - | -$768,729.99 | -20.61% | +2.585% |
| ACT Enact Holdings, Inc. | 21,035 | $838,752.29 | $995,376.2 | - | $156,623.91 | 18.67% | 0.0 |
| AEM Agnico Eagle Mines Limited | 57,724 | $3.58M | $10.52M | - | $6.94M | 194.08% | -0.787% |
| AEP American Electric Power Company, Inc. | 10,960 | $1.1M | $1.31M | - | $211,860.34 | 19.25% | +0.159% |
| AGI Alamos Gold Inc. | 113,554 | $3.1M | $3.64M | - | $542,782.15 | 17.52% | -1.201% |
| ALL Allstate Corporation | 4,307 | $665,513.32 | $963,562.04 | - | $298,048.72 | 44.78% | -0.009% |
| AMAT Applied Materials, Inc. | 3,002 | $614,629.36 | $1.61M | - | $995,733.5 | 162.01% | -0.668% |
| AME Ametek Inc. | 5,503 | $1.13M | $1.39M | - | $259,552.9 | 22.97% | +0.238% |
| AMX América Móvil, S.A.B. de C.V. | 57,155 | $1.22M | $1.26M | - | $43,802.75 | 3.6% | +3.664% |
| AVB AvalonBay Communities, Inc. | 12,238 | $2.4M | $2.25M | - | -$145,791.21 | -6.08% | 0.0 |
| AVGO Broadcom Inc. | 1,331 | $502,785 | $482,427.6 | - | -$20,357.4 | -4.05% | +2.06% |
| AZN AstraZeneca PLC American Depositary Shares | 7,484 | $1.47M | $1.16M | - | -$313,327.84 | -21.27% | -1.224% |
| B BARRICK MINING CORP Common Stock (ABR0) | 83,412 | $3.45M | $3.32M | - | -$134,179.39 | -3.88% | -1.056% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 87,197 | $1.79M | $2.34M | - | $546,525.2 | 30.5% | -0.612% |
| BKE Buckle Inc. | 24,000 | $1.1M | $1.03M | - | -$69,034.02 | -6.3% | -0.256% |
| BRK-B Berkshire Hathaway Inc. | 501 | $262,663.93 | $252,183.36 | - | -$10,480.57 | -3.99% | +0.141% |
| BWXT Bwx Technologies Inc. | 5,173 | $504,706.24 | $711,571.96 | - | $206,865.72 | 40.99% | +1.998% |
| CCJ Cameco Corporation | 65,546 | $2.85M | $5.78M | - | $2.93M | 102.58% | +3.498% |
| CINF Cincinnati Financial Corporation | 12,185 | $1.89M | $1.98M | - | $88,559.75 | 4.68% | +0.352% |
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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 - $2.54M, Allison Transmission Holdings Inc - $2.17M, Southern Copper Corporation - $2.15M, 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 $8.99M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $690,988, 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.
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