JJE
John J. Edwards Portfolio
Invests via Breed's Hi LLCapital LLC | Managed by Corient Private Wealth LLC
Invests via Breed's Hi LLCapital LLC
Managed by Corient Private Wealth LLC
Automatically Tracked
John J. Edwards Profile
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
John J. Edwards has carved out a notable career as an investor-operator with deep experience in private equity and venture capital. His multifaceted background encompasses founding roles at several startups, where he not only secured funding but also guided strategic direction to achieve sustainable growth. With a keen understanding of market dynamics, he is adept at identifying high-potential opportunities within technology and healthcare sectors. This duality of expertise in both investment analysis and operational leadership enables him to drive initiatives that create value across various platforms.
Investment Philosophy & Strategy
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
Identifying value through innovation-driven investing, John J. Edwards capitalizes on his robust experience as both an investor and a founder in the technology and healthcare sectors. His strategic vision emphasizes transformative growth, where assessing market trends informs his investment choices. By leveraging operational insights from startup environments, he engages with promising ventures to facilitate their scalability and competitive edge. The focus remains on fostering long-term relationships while ensuring capital efficiency through hands-on involvement that aligns interests across stakeholders.
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:
37.57%
Gain +0.01%
Monthly
1.09%
Yearly
13.89%
Drawdown
21.19%
$251.47M
Equity
Holdings
$251.47M
Investment
$176.24M
$76.79M
Profit +$11,091.05
Realized
$1.18M
Unrealized
$75.61M
Dividends
$5.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$11,091.05
Win %
64%
This Week
Compared To Last Week
Gain
0.004%
Profit
$11,091.05
Win %
64%
This Month
Compared to last month
Gain
-2.13%
Profit
-$5.47M
Win %
64%
This Year
Compared to last year
Gain
8.74%
Profit
$20.2M
Win %
64%
AMD Advanced Micro Devices, Inc.
+4.73%
+$71,510.16 
ANET Arista Networks, Inc.
+4.37%
+$23,167.15 
QCOM QUALCOMM Incorporated
+4.32%
+$11,212.79 
ACLS Axcelis Technologies, Inc.
+3.77%
+$19,649.97 
GEV GE Vernova Inc.
+3.73%
+$37,934.39 
DPZ Domino's Pizza Inc.
+3.72%
+$5,368.44 
CME CME Group Inc.
+2.8%
+$7,805.71 
CG The Carlyle Group Inc.
+2.69%
+$4,800 
GS The Goldman Sachs Group, Inc.
+2.62%
+$26,947.33 
T AT&T Inc.
+2.52%
+$4,751.36 
JPM JPMorgan Chase & Co.
+2.31%
+$33,561.71 
AXP American Express Company
+2.18%
+$9,542.36 
SYK Stryker Corporation
+2.15%
+$8,665.76 
JBL Jabil Inc.
+2.1%
+$11,102 
KMI Kinder Morgan, Inc.
+1.85%
+$4,193.4 
TSLA Tesla, Inc.
+1.82%
+$11,611.6 
ACN Accenture plc Class A
+1.65%
+$3,822.6 
HUBB Hubbell Inc.
+1.61%
+$5,889.46 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$4,504.92 
BX Blackstone Inc.
+1.58%
+$7,983.8 
LIN Linde plc
+1.58%
+$4,723.54 
ARES Ares Management Corporation
+1.57%
+$3,845.88 
BAC Bank of America Corporation
+1.56%
+$8,734.16 
OKE ONEOK, Inc.
+1.56%
+$4,317.34 
DE Deere & Company
+1.55%
+$4,057.55 
CAT Caterpillar Inc.
+1.44%
+$8,682.75 
XLF Financial Select Sector SPDR Fund
+1.37%
+$6,552 
MCO Moody's Corporation
+1.36%
+$2,610.99 
NEE NextEra Energy, Inc.
+1.35%
+$3,459.2 
TXN Texas Instruments Inc
+1.35%
+$8,309.32 
ABBV AbbVie Inc.
+1.32%
+$30,514.64 
APD Air Products and Chemicals, Inc.
+1.26%
+$7,364 
ITW Illinois Tool Works Inc.
+1.17%
+$3,307.79 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$35,096.8 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$23,641.03 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$45,324.63 
ABNB Airbnb, Inc.
+1.08%
+$11,900.4 
JNJ Johnson & Johnson
+1.07%
+$8,956.04 
V Visa Inc. Class A
+1.05%
+$6,813.64 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$1,885.38 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$3,794.07 
IWD iShares Russell 1000 Value ETF
+0.98%
+$20,217.05 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$2,489.52 
VTV Vanguard Value ETF
+0.94%
+$109,514.52 
IWM iShares Russell 2000 ETF
+0.87%
+$13,360.45 
PG Procter & Gamble Co
+0.86%
+$3,947.16 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$23,537.1 
GM General Motors Company
+0.8%
+$2,925 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$1,653.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$32,025.29 
CVX Chevron Corporation
+0.75%
+$2,493.38 
SBUX Starbucks Corporation
+0.74%
+$1,721.4 
DXJ WisdomTree Japan Hedged Equity Fund
+0.74%
+$2,375 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,132.46 
HD The Home Depot, Inc.
+0.73%
+$4,214.98 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,617.01 
MA Mastercard Incorporated
+0.71%
+$5,742.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$8,951.02 
EMR Emerson Electric Co.
+0.69%
+$3,928.86 
COST Costco Wholesale Corporation
+0.68%
+$1,411.92 
ROP Roper Technologies Inc.
+0.68%
+$797.78 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$3,163.14 
ECL Ecolab Inc.
+0.68%
+$2,467.08 
MS Morgan Stanley
+0.65%
+$7,199.42 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$5,862.45 
WMB The Williams Companies, Inc.
+0.64%
+$2,160.17 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$13,369.06 
VGT Vanguard Information Technology ETF
+0.58%
+$61,457.76 
EWJ iShares MSCI Japan ETF
+0.57%
+$2,901.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$257,780.16 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$2,238.2 
IVV iShares Core S&P 500 ETF
+0.55%
+$20,818.21 
HON Honeywell International Inc.
+0.54%
+$1,635.05 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$23,193.81 
GOOGL Alphabet Inc
+0.53%
+$21,661.31 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$16,390 
LNG Cheniere Energy Inc.
+0.47%
+$1,141.14 
MSI Motorola Solutions, Inc.
+0.46%
+$1,345.19 
GOOG Alphabet Inc
+0.45%
+$13,036.8 
WMT Walmart Inc.
+0.45%
+$5,052.79 
VT Vanguard Total World Stock ETF
+0.44%
+$9,505.58 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,550.57 
PEP PepsiCo, Inc.
+0.38%
+$1,077.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$3,492 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$56,071.68 
WM Waste Management, Inc.
+0.3%
+$1,995.87 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$19,243.88 
XOM Exxon Mobil Corporation
+0.28%
+$2,485.74 
MMM 3M Company
+0.26%
+$1,092.27 
CARR Carrier Global Corporation
+0.24%
+$584.46 
OEF iShares S&P 100 ETF
+0.24%
+$2,235.95 
ADP Automatic Data Processing Inc.
+0.2%
+$717.66 
VGK Vanguard FTSE Europe ETF
+0.18%
+$2,052.8 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$376.1 
NVDA NVIDIA Corporation
+0.16%
+$29,114.24 
PFE Pfizer Inc.
+0.15%
+$402.44 
PH Parker-Hannifin Corporation
+0.12%
+$359.63 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$1,225.53 
MSFT Microsoft Corp.
+0.1%
+$3,819.5 
GLD SPDR Gold Shares
+0.06%
+$784.74 
TJX The TJX Companies, Inc.
+0.04%
+$293.23 
HYD VanEck High Yield Muni ETF
+0.04%
+$112.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$85.77 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$2,995.84 
PANW Palo Alto Networks, Inc.
+0.03%
+$103.32 
ORCL Oracle Corporation
+0.02%
+$184.83 
MCD McDonald's Corporation
+0.01%
+$30.65 
ADBE Adobe Inc.
-6.75%
-$17,795.12 
ADSK Autodesk, Inc.
-3.47%
-$6,683.06 
LLY Eli Lilly and Company
-2.41%
-$41,477.73 
ZTS Zoetis Inc.
-2.25%
-$6,739.89 
NKE Nike, Inc. - Class B
-2.24%
-$5,876.15 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$20,120.76 
ABT Abbott Laboratories
-1.64%
-$17,410.68 
AAPL Apple Inc.
-1.52%
-$166,320 
MRK Merck & Co., Inc.
-1.42%
-$6,125.21 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,980.16 
AMZN Amazon.com Inc
-1.23%
-$63,021.15 
NFLX Netflix, Inc.
-1.14%
-$5,235.9 
UBER Uber Technologies, Inc.
-1.01%
-$5,149.9 
AVGO Broadcom Inc.
-0.91%
-$82,775.07 
NOW ServiceNow, Inc.
-0.9%
-$2,524.96 
CSCO Cisco Systems, Inc.
-0.6%
-$2,671.81 
MDLZ Mondelez International, Inc.
-0.58%
-$2,377.25 
ETN Eaton Corporation plc
-0.57%
-$4,358.25 
BSX Boston Scientific Corporation
-0.55%
-$1,277.64 
ISRG Intuitive Surgical, Inc.
-0.45%
-$782 
NOC Northrop Grumman Corporation
-0.4%
-$900.09 
RTX RTX Corporation
-0.37%
-$1,646.98 
CRM Salesforce Inc
-0.34%
-$858.48 
DIS The Walt Disney Company
-0.3%
-$723 
META Meta Platforms Inc Class A
-0.26%
-$1,757.41 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$1,100 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,551.74 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$405.6 
MDT Medtronic plc
-0.16%
-$514.41 
LOW Lowe's Companies Inc.
-0.12%
-$260.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$216 
INTU Intuit Inc.
-0.07%
-$149.03 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$137.85 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 329/504 65% | Profit Factor 19.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $685,907.35 |
| Average Win $246,273.24 | Best Trade (Jun 14) $8.87M | Sharpe Ratio -30.33 |
| Average Loss -$24,217.75 | Worst Trade (Jun 14) -$294,376.32 | Z-Score 3.74 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 3d | Expectancy $152,352.76 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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Returns
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