J. Adam Causey Portfolio
Invests via Jackson Thornton Wealth Management LLC | Managed by J. Adam Causey
Invests via Jackson Thornton Wealth Management LLC
Managed by J. Adam Causey
Automatically Tracked
J. Adam Causey Profile
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
J. Adam Causey has established a notable career as an operating executive in the finance sector, leading initiatives that drive operational efficiency and strategic growth within organizations. With extensive experience at the intersection of investment management and corporate leadership, he effectively navigates complex market landscapes to deliver impactful results. His role in guiding teams through transformative projects highlights his capabilities in optimizing processes while maintaining rigorous oversight of financial performance. As a well-regarded leader with strong interpersonal skills, he enhances organizational dynamics and fosters innovation across teams.
Investment Philosophy & Strategy
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
Growth in competitive markets requires innovative strategies, a principle that underpins J. Adam Causey's investment approach. Drawing from a rich background as an operational executive in finance, he prioritizes initiatives that promote efficiency while capturing emerging opportunities. By leveraging his profound understanding of market dynamics, decisions are often driven by the potential for transformative impact on organizational performance. A keen focus on scalability allows him to identify ventures with robust growth trajectories and sustainable business models. This proactive stance toward capital allocation reflects an unwavering commitment to fostering innovation and achieving lasting value.
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:
122.31%
Gain +0.65%
Monthly
1.41%
Yearly
18.3%
Drawdown
28.06%
$1.29B
Equity
Holdings
$1.29B
Investment
$916.75M
$383.05M
Profit +$3.15M
Realized
$7.8M
Unrealized
$375.25M
Dividends
$57.22M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$3.15M
Win %
74%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$17.13M
Win %
74%
This Month
Compared to last month
Gain
-0.46%
Profit
-$5.94M
Win %
74%
This Year
Compared to last year
Gain
2.2%
Profit
$27.81M
Win %
72%
FFAI Faraday Future Intelligent Electric Inc.
+22.27%
+$171.89 
MTCH Match Group, Inc.
+8.1%
+$24,942.48 
PH Parker-Hannifin Corporation
+7.31%
+$18,443.69 
EOG EOG Resources, Inc.
+6.92%
+$35,915.14 
CVS CVS Health Corporation
+6.3%
+$21,231.25 
DXCM DexCom, Inc.
+5.18%
+$13,584.72 
ONTO Onto Innovation Inc.
+4.2%
+$7,226.81 
AM Antero Midstream Corporation
+3.83%
+$9,457.56 
AMKR Amkor Technology Inc.
+3.73%
+$9,784.68 
UNIT Uniti Group Inc.
+3.71%
+$16,259.04 
FIS Fidelity National Information Services, Inc.
+3.31%
+$10,860.16 
PODD Insulet Corporation
+2.89%
+$8,935.87 
CHTR Charter Communications Inc
+2.79%
+$9,620.31 
STM STMicroelectronics N.V.
+2.75%
+$5,119.95 
UTHR United Therapeutics Corporation
+2.68%
+$5,209.82 
IRDM Iridium Communications Inc.
+2.56%
+$5,422.52 
OSK Oshkosh Corporation
+2.56%
+$7,429 
PCTY Paylocity Holding Corporation
+2.49%
+$12,534.11 
EXE Expand Energy Corporation
+2.48%
+$9,301.5 
KMX CarMax Inc.
+2.45%
+$10,426.39 
DVN Devon Energy Corporation
+2.42%
+$7,824.42 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$6,674.91 
RBLX Roblox Corporation
+2.24%
+$6,451.65 
AMD Advanced Micro Devices, Inc.
+2.21%
+$23,704.93 
OBDC Blue Owl Capital Corporation
+2.1%
+$12,034.29 
WM Waste Management, Inc.
+2.1%
+$6,025.4 
FDX FedEx Corporation
+2.01%
+$24,685.44 
DKNG DraftKings Inc.
+1.88%
+$9,466.08 
STX Seagate Technology Holdings plc
+1.82%
+$17,017.8 
QCOM QUALCOMM Incorporated
+1.82%
+$5,599.88 
DUOL Duolingo, Inc.
+1.8%
+$4,225.75 
CI The Cigna Group
+1.74%
+$3,868.68 
COKE Coca-Cola Consolidated Inc.
+1.71%
+$3,444.38 
AR Antero Resources Corporation
+1.69%
+$5,399.8 
AVGO Broadcom Inc.
+1.54%
+$51,326.8 
NWSA News Corporation
+1.34%
+$4,586.41 
TJX The TJX Companies, Inc.
+1.34%
+$11,526.04 
KLAC KLA Corporation
+1.26%
+$4,486.25 
FTI TechnipFMC plc
+1.23%
+$12,900.45 
TAP Molson Coors Beverage Company
+1.22%
+$4,166.19 
ALV Autoliv, Inc.
+1.19%
+$2,521.42 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$82,163.05 
CVX Chevron Corporation
+1.12%
+$9,177.19 
NEM Newmont Corporation
+1.09%
+$5,351.16 
HWM Howmet Aerospace Inc.
+1%
+$2,434.82 
META Meta Platforms Inc Class A
+0.9%
+$16,101.34 
EPD Enterprise Products Partners L.P.
+0.87%
+$2,121.89 
BMY Bristol-Myers Squibb Company
+0.82%
+$11,125.4 
NOW ServiceNow, Inc.
+0.79%
+$3,956.92 
CRS Carpenter Technology Corporation
+0.75%
+$4,226.89 
ZM Zoom Video Communications, Inc.
+0.66%
+$3,283.5 
WCN Waste Connections Inc.
+0.65%
+$3,216.45 
COST Costco Wholesale Corporation
+0.62%
+$4,037.53 
JCI Johnson Controls International plc
+0.59%
+$2,472.33 
KMI Kinder Morgan, Inc.
+0.53%
+$2,121.74 
AAPL Apple Inc.
+0.45%
+$45,328.36 
ADI Analog Devices, Inc.
+0.45%
+$1,718.55 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.45%
+$2,480.9 
MLM Martin Marietta Materials, Inc.
+0.44%
+$904.05 
GD General Dynamics Corporation
+0.44%
+$1,856.43 
GOOG Alphabet Inc
+0.43%
+$12,810.75 
ARW Arrow Electronics Inc.
+0.36%
+$1,019.25 
CPRT Copart Inc.
+0.35%
+$1,126.5 
DFAR Dimensional US Real Estate ETF
+0.34%
+$45,188.73 
PAYX Paychex Inc.
+0.31%
+$1,951.01 
EVR Evercore Inc.
+0.3%
+$1,106.76 
V Visa Inc. Class A
+0.28%
+$2,547.28 
CORT Corcept Therapeutics Incorporated
+0.28%
+$775.62 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$108,395.1 
TURF T. Rowe Price Natural Resources ETF
+0.26%
+$843.12 
SSNC SS&C Technologies Holdings Inc.
+0.25%
+$675 
DG Dollar General Corporation
+0.25%
+$1,111.04 
JEF Jefferies Financial Group Inc.
+0.25%
+$1,019.2 
MOH Molina Healthcare Inc.
+0.25%
+$1,879.2 
PEP PepsiCo, Inc.
+0.23%
+$1,543.09 
ACN Accenture plc Class A
+0.22%
+$868.68 
WELL Welltower Inc.
+0.22%
+$745.16 
DOV Dover Corporation
+0.21%
+$748.9 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.21%
+$1,194.15 
DFGR Dimensional Global Real Estate ETF
+0.2%
+$1,164.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$664.3 
DRI Darden Restaurants, Inc.
+0.2%
+$400.15 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$394,367.68 
WAB Wabtec Corporation
+0.17%
+$670.14 
SYY Sysco Corporation
+0.17%
+$405.3 
AON Aon plc
+0.16%
+$1,412.28 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$455.63 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$715.12 
SYK Stryker Corporation
+0.12%
+$450 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$324.88 
AVDV Avantis International Small Cap Value ETF
+0.11%
+$14,363.52 
MA Mastercard Incorporated
+0.11%
+$676.42 
WWD Woodward Inc.
+0.1%
+$296.02 
ED Consolidated Edison, Inc.
+0.08%
+$260.46 
SAN Banco Santander S.A. Sponsored ADR
+0.07%
+$297.55 
USB U.S. Bancorp
+0.03%
+$93.98 
BYND Beyond Meat Inc.
+0.02%
+$1.3 
OC Owens Corning
+0.01%
+$26.31 
A Agilent Technologies Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AIT Applied Industrial Technologies Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BURL Burlington Stores Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHE Chemed Corporation
0%
$0 
CIEN Ciena Corporation
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
CPB The Campbell's Company
0%
$0 
CR Crane NXT Co.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ES Eversource Energy
0%
$0 
EXEL Exelixis Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLS Flowserve Corporation
0%
$0 
FLEX Flex Ltd.
0%
$0 
GFS GlobalFoundries Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HRZN Horizon Technology Finance Corporation
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HUBS HubSpot, Inc.
0%
$0 
IFF International Flavors & Fragrances Inc.
0%
$0 
IP International Paper Company
0%
$0 
ITT Itt Inc.
0%
$0 
JBL Jabil Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KEY KeyCorp
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDB MongoDB Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MLI Mueller Industries Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MT ArcelorMittal S.A.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NEWT NewtekOne Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NTNX Nutanix, Inc.
0%
$0 
NYT New York Times Co.
0%
$0 
ORCL Oracle Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PB Prosperity Bancshares Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PBF PBF Energy Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
STT State Street Corp
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOL Toll Brothers Inc
0%
$0 
TREX Trex Company, Inc.
0%
$0 
TT Trane Technologies plc
0%
$0 
TTC The Toro Company
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VFC V.F. Corporation
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRSN Verisign Inc.
0%
$0 
WAL Western Alliance Bancorporation
0%
$0 
WDC Western Digital Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVRE Avantis Real Estate ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
TGRT T. Rowe Price Growth ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
RBC RBC Bearings Incorporated
0%
$0 
CPAY Corpay, Inc.
0%
$0 
RBRK Rubrik, Inc.
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
MPT Medical Properties Trust, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 G200
G2004J103
0%
$0 
IT Gartner Inc.
-18.98%
-$95,694.55 
GTM ZoomInfo Technologies Inc.
-9.84%
-$4,350.96 
NWL Newell Brands Inc.
-9.24%
-$9,190.11 
ATI ATI Inc.
-8.62%
-$21,115.65 
AYI Acuity Brands Inc.
-8.55%
-$34,096.56 
RHI Robert Half Inc.
-6.78%
-$20,627.75 
BWA BorgWarner Inc.
-5.6%
-$27,836.81 
BHP BHP Group Ltd.
-5.47%
-$16,816.71 
CSGP CoStar Group, Inc.
-4.8%
-$17,832.1 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$12,254 
OCSL Oaktree Specialty Lending Corporation
-3.73%
-$38,027.7 
DT Dynatrace, Inc.
-3.64%
-$14,444.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.6%
-$470,938.59 
BA Boeing Company
-3.35%
-$21,844.71 
IQV IQVIA Holdings Inc.
-3.33%
-$8,572.2 
FRT Federal Realty Investment Trust
-3.22%
-$21,344.4 
DFAE Dimensional Emerging Core Equity Market ETF
-3.12%
-$268,796.66 
BAH Booz Allen Hamilton Holding Corporation
-3.04%
-$7,340.88 
MTZ MasTec, Inc. Common Stock
-3.04%
-$7,218.68 
DD DuPont de Nemours, Inc.
-3.01%
-$7,343.78 
ILMN Illumina, Inc.
-3%
-$23,683.72 
MOS Mosaic Company
-2.99%
-$7,771.4 
NET Cloudflare Inc.
-2.98%
-$10,531.06 
DUHP Dimensional US High Profitability ETF
-2.95%
-$191,901.25 
ARCC Ares Capital Corporation
-2.9%
-$18,430.72 
COTY Coty Inc.
-2.83%
-$875.04 
DFAU Dimensional US Core Equity Market ETF
-2.8%
-$439,766.05 
DFIS Dimensional International Small Cap ETF
-2.7%
-$75,214.04 
TEAM Atlassian Corporation Class A
-2.66%
-$21,542.57 
AVSC Avantis U.S. Small Cap Equity ETF
-2.6%
-$44,621.6 
MU Micron Technology, Inc.
-2.6%
-$93,333.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.59%
-$1.37M 
LIN Linde plc
-2.58%
-$12,581.3 
ANET Arista Networks, Inc.
-2.53%
-$19,875.17 
NMR Nomura Holdings Inc. Sponsored ADR
-2.52%
-$3,377.75 
AVUS Avantis U.S. Equity ETF
-2.46%
-$15,620.27 
FTNT Fortinet Inc.
-2.45%
-$17,402.58 
DHR Danaher Corporation
-2.44%
-$13,171.12 
MFG Mizuho Financial Group Inc. ADR
-2.43%
-$8,204.04 
MHK Mohawk Industries, Inc.
-2.41%
-$6,896.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$6,226.27 
EXPE Expedia Group, Inc.
-2.38%
-$12,897.2 
VLUE iShares MSCI USA Value Factor ETF
-2.25%
-$108,698.91 
TPR Tapestry Inc.
-2.22%
-$6,827.02 
KKR KKR & Co. Inc.
-2.18%
-$5,359 
KNX Knight-Swift Transportation Holdings Inc.
-2.16%
-$4,059.09 
UNH UnitedHealth Group Incorporated
-2.13%
-$21,475.88 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$71,626.45 
JBHT J.B. Hunt Transport Services, Inc.
-1.98%
-$30,593.55 
DISV Dimensional International Small Cap Equity Fund
-1.97%
-$814,586.45 
BRKR Bruker Corporation
-1.93%
-$3,786.49 
INTU Intuit Inc.
-1.84%
-$9,684.18 
TW Tradeweb Markets Inc.
-1.8%
-$4,305.6 
DFAT Dimensional US Targeted Value ETF
-1.79%
-$3.63M 
DFIC Dimensional International Core Equity Market ETF
-1.78%
-$201,209.52 
DFUV Dimensional US Marketwide Value ETF
-1.77%
-$1.67M 
GE General Electric Company
-1.75%
-$18,155.74 
GEV GE Vernova Inc.
-1.74%
-$14,075.04 
DIHP Dimensional International High Profitability Portfolio
-1.72%
-$77,094.54 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$124,882.17 
EWBC East West Bancorp Inc.
-1.69%
-$3,600 
IWD iShares Russell 1000 Value ETF
-1.68%
-$4,594.45 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-1.67%
-$73,321.54 
NVT nVent Electric plc
-1.62%
-$5,680.78 
DFSV Dimensional US Small Cap Value ETF
-1.59%
-$558,895.36 
PFE Pfizer Inc.
-1.55%
-$6,384.8 
UBS UBS Group AG
-1.55%
-$5,024.82 
RF Regions Financial Corporation
-1.54%
-$5,063.66 
HRB H&R Block Inc.
-1.5%
-$5,691.81 
HPE Hewlett Packard Enterprise Company
-1.48%
-$6,194.39 
NWG NatWest Group plc Sponsored ADR
-1.46%
-$3,809.96 
DECK Deckers Outdoor Corporation
-1.45%
-$5,227.2 
FRSH Freshworks Inc. Class A Common Stock
-1.43%
-$2,360.82 
NFLX Netflix, Inc.
-1.43%
-$4,209.26 
TRV The Travelers Companies, Inc.
-1.39%
-$9,672.54 
MANH Manhattan Associates Inc.
-1.39%
-$5,125.82 
IBM International Business Machines Corporation
-1.35%
-$7,158.18 
AMP Ameriprise Financial, Inc.
-1.33%
-$4,723.31 
AME Ametek Inc.
-1.33%
-$6,759.98 
RY Royal Bank of Canada
-1.29%
-$3,306.04 
GOOGL Alphabet Inc
-1.29%
-$38,806.48 
IRM Iron Mountain Inc.
-1.27%
-$3,123.36 
INTC Intel Corporation
-1.24%
-$17,374.97 
XYL Xylem Inc.
-1.22%
-$3,275.02 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$4,971.12 
INCY Incyte Corporation
-1.19%
-$8,005.96 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$4,268.16 
FDS FactSet Research Systems Inc.
-1.13%
-$4,600.1 
OMF OneMain Holdings Inc.
-1.04%
-$3,386.4 
JNJ Johnson & Johnson
-1.03%
-$11,573.7 
DOCU DocuSign Inc.
-1.03%
-$4,116.43 
IVLU iShares MSCI International Value Factor ETF
-1.02%
-$9,204.75 
ARMK Aramark
-1%
-$4,385.58 
VRT Vertiv Holdings Co
-1%
-$6,925 
ABBV AbbVie Inc.
-0.97%
-$4,497.6 
GM General Motors Company
-0.95%
-$12,220.45 
ALGN Align Technology, Inc.
-0.89%
-$2,539.68 
CBSH Commerce Bancshares, Inc.
-0.89%
-$2,742.75 
ITW Illinois Tool Works Inc.
-0.85%
-$2,836.14 
HLT Hilton Worldwide Holdings Inc.
-0.84%
-$3,400.34 
NNN NNN REIT, Inc.
-0.78%
-$3,353.31 
VEEV Veeva Systems Inc.
-0.77%
-$6,134.66 
SPGI S&P Global Inc.
-0.77%
-$3,705.2 
NVS Novartis AG Sponsored ADR
-0.76%
-$2,581.02 
EIX Edison International
-0.71%
-$8,594.68 
AXP American Express Company
-0.65%
-$1,570.92 
AEG Aegon N.V.
-0.63%
-$1,046.88 
TSLA Tesla, Inc.
-0.63%
-$9,673.73 
BLK BlackRock, Inc.
-0.59%
-$2,166.74 
ADBE Adobe Inc.
-0.56%
-$1,966.21 
IVZ Invesco Ltd.
-0.55%
-$2,181.35 
APH Amphenol Corporation
-0.53%
-$3,094.94 
TFC Truist Financial Corporation
-0.49%
-$1,279.2 
JPM JPMorgan Chase & Co.
-0.48%
-$7,850.08 
MEDP Medpace Holdings Inc.
-0.47%
-$1,517.96 
EQIX Equinix, Inc.
-0.44%
-$3,525.79 
DFIV Dimensional International Value ETF
-0.43%
-$402,557.25 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$1,496.26 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.34%
-$87,849.92 
WMT Walmart Inc.
-0.33%
-$4,218 
DFNM Dimensional National Municipal Bond ETF
-0.31%
-$9,466.35 
KO The Coca-Cola Company
-0.31%
-$4,790.07 
CL Colgate-Palmolive Company
-0.3%
-$776.44 
MNST Monster Beverage Corporation
-0.3%
-$1,017.24 
VTR Ventas Inc.
-0.29%
-$1,031.13 
PLD Prologis Inc.
-0.29%
-$1,187.33 
TXT Textron Inc.
-0.28%
-$870.73 
GAB Gabelli Equity Trust Inc.
-0.28%
-$209.27 
FR First Industrial Realty Trust Inc.
-0.26%
-$771.21 
LECO Lincoln Electric Holdings, Inc.
-0.25%
-$744.8 
ABT Abbott Laboratories
-0.24%
-$1,374.75 
MRVL Marvell Technology, Inc.
-0.23%
-$588 
DX Dynex Capital Inc.
-0.2%
-$1,528.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$79,632.85 
BIIB Biogen Inc.
-0.17%
-$640.15 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$542.42 
IVV iShares Core S&P 500 ETF
-0.16%
-$1,487.06 
AMZN Amazon.com Inc
-0.14%
-$6,713.29 
EFX Equifax Inc.
-0.14%
-$417.25 
PM Philip Morris International Inc.
-0.14%
-$762.38 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$16,283.54 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$387.03 
NTRS Northern Trust Corporation
-0.13%
-$586.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$2,215.83 
NVDA NVIDIA Corporation
-0.1%
-$10,447.98 
UAL United Airlines Holdings, Inc.
-0.1%
-$382.31 
INVH Invitation Homes Inc.
-0.1%
-$327.33 
S SentinelOne Inc.
-0.1%
-$472.1 
GPK Graphic Packaging Holding Company
-0.08%
-$312.44 
VUG Vanguard Growth ETF
-0.08%
-$287.28 
CBRE CBRE Group Inc.
-0.07%
-$212.29 
DINO HF Sinclair Corporation
-0.07%
-$193.68 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$10,756.65 
JHG Janus Henderson Group plc
-0.04%
-$107.14 Events
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Dividends
Dividend Analysis
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| Trades 2006 | Longs Won 1329/2006 66% | Profit Factor 15.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $307,865.58 | Best Trade (Aug 14) $65.04M | Sharpe Ratio -11.71 |
| Average Loss -$38,555.87 | Worst Trade (Jun 30) -$3.24M | Z-Score 17.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $190,952.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,286 | $429,042.62 | $463,687.46 | - | $34,644.84 | 8.07% | 0.0 |
| AAPL Apple Inc. | 32,148 | $7.04M | $10.04M | - | $3M | 42.59% | +0.453% |
| ABBV AbbVie Inc. | 1,874 | $476,576.94 | $456,881.2 | - | -$19,695.74 | -4.13% | -0.975% |
| ABNB Airbnb, Inc. | 7,381 | $947,926.16 | $1.13M | - | $177,602.6 | 18.74% | 0.0 |
| ABT Abbott Laboratories | 5,499 | $498,979.26 | $579,924.54 | - | $80,945.28 | 16.22% | -0.236% |
| ACN Accenture plc Class A | 2,286 | $284,469.84 | $391,157.46 | - | $106,687.62 | 37.5% | +0.223% |
| ADBE Adobe Inc. | 1,356 | $420,342.61 | $349,671.72 | - | -$70,670.89 | -16.81% | -0.559% |
| ADI Analog Devices, Inc. | 1,005 | $294,793.02 | $381,297 | - | $86,503.98 | 29.34% | +0.453% |
| ADP Automatic Data Processing Inc. | 2,160 | $598,685.45 | $583,394.39 | - | -$15,291.06 | -2.55% | 0.0 |
| ADSK Autodesk, Inc. | 1,236 | $240,303.12 | $296,677.08 | - | $56,373.96 | 23.46% | 0.0 |
| AEG Aegon N.V. | 17,448 | $131,474.07 | $164,709.12 | - | $33,235.05 | 25.28% | -0.632% |
| AEP American Electric Power Company, Inc. | 2,822 | $340,938.92 | $356,898.34 | - | $15,959.42 | 4.68% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 73,861 | $1.88M | $1.88M | - | $8,863.32 | 0.47% | -0.117% |
| AIT Applied Industrial Technologies Inc. | 914 | $309,069.09 | $327,339.97 | - | $18,270.88 | 5.91% | 0.0 |
| AKAM Akamai Technologies Inc. | 2,062 | $243,749.02 | $252,120.74 | - | $8,371.72 | 3.43% | 0.0 |
| ALGN Align Technology, Inc. | 1,628 | $254,264.34 | $282,083.56 | - | $27,819.22 | 10.94% | -0.892% |
| ALV Autoliv, Inc. | 1,727 | $200,625.59 | $215,149.66 | - | $14,524.07 | 7.24% | +1.186% |
| AM Antero Midstream Corporation | 11,676 | $265,629 | $256,521.72 | - | -$9,107.28 | -3.43% | +3.828% |
| AMAT Applied Materials, Inc. | 1,025 | $443,760.62 | $547,595.99 | - | $103,835.37 | 23.4% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,230 | $652,330.9 | $1.1M | - | $446,345.5 | 68.42% | +2.205% |
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FAQ
Which stocks have generated the highest profits for J. Adam Causey?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $9.96M, Dimensional U.S. Core Equity 2 ETF - $8.68M, Dimensional US Targeted Value ETF - $7.11M, Dimensional US Marketwide Value ETF - $5.85M, and Dimensional World ex U.S. Core Equity 2 ETF - $4.89M. 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: Vanguard Real Estate ETF - $465,812.89, Nio Inc - $380,288.25, Roblox Corporation - $326,425.42, Atlassian Corporation Class A - $275,715.13, and Gap Inc-The - $248,995.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. Adam Causey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57.22M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $9.31M, Dimensional US Targeted Value ETF - $9.11M, Dimensional U.S. Core Equity 2 ETF - $7.75M, Dimensional World ex U.S. Core Equity 2 ETF - $5.67M, and Dimensional US Marketwide Value ETF - $4.45M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Adam Causey's monthly returns?
J. Adam Causey's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can J. Adam Causey's strategy be considered aggressive or moderate?
J. Adam Causey's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow J. Adam Causey's strategy?
J. Adam Causey's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
