Jon Deven Mouton Portfolio
Invests via CAP Partners, LLC | Managed by Jon Deven Mouton, Mike Organ
Invests via CAP Partners, LLC
Managed by Jon Deven Mouton, Mike Organ
Automatically Tracked
Jon Deven Mouton Profile
Growth-oriented investor and operating executive focused on technology and financial services investments across early growth to buyout stages. Jon Deven Mouton brings experience in corporate strategy, deal execution and portfolio management, having led go-to-market and M&A initiatives and overseen scalable operational improvements. Market-facing profile emphasizes value creation through revenue acceleration, data-driven product scaling and disciplined capital allocation for PE and VC-backed companies.
Growth-oriented investor and operating executive focused on technology and financial services investments across early growth to buyout stages. Jon Deven Mouton brings experience in corporate strategy, deal execution and portfolio management, having led go-to-market and M&A initiatives and overseen scalable operational improvements. Market-facing profile emphasizes value creation through revenue acceleration, data-driven product scaling and disciplined capital allocation for PE and VC-backed companies.
Investment Philosophy & Strategy
Growth-to-buyout investor who blends operator experience with rigorous deal discipline to scale technology and financial-services businesses. Focuses on revenue acceleration, data-driven product scaling and go-to-market optimization as primary value levers, allocating capital to opportunities where operational playbooks and M&A can unlock asymmetrical returns. Employs a hands-on portfolio approach, staged capital deployment, KPI-led performance management and downside protection through conservative structuring and exit-ready positioning.
Growth-to-buyout investor who blends operator experience with rigorous deal discipline to scale technology and financial-services businesses. Focuses on revenue acceleration, data-driven product scaling and go-to-market optimization as primary value levers, allocating capital to opportunities where operational playbooks and M&A can unlock asymmetrical returns. Employs a hands-on portfolio approach, staged capital deployment, KPI-led performance management and downside protection through conservative structuring and exit-ready positioning.
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:
6.61%
Gain
Monthly
0.21%
Yearly
2.55%
Drawdown
32.85%
$197.01M
Equity
Holdings
$197.01M
Investment
$149.65M
$54.11M
Profit -$703,225.6
Realized
$6.75M
Unrealized
$47.36M
Dividends
$8.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$703,225.6
Win %
77%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$776,574.81
Win %
77%
This Month
Compared to last month
Gain
0.12%
Profit
$226,456.77
Win %
77%
This Year
Compared to last year
Gain
11.53%
Profit
$20.36M
Win %
77%
BTI British American Tobacco p.l.c. ADR
+5.33%
+$18,326.15 
MAIN Main Street Capital Corporation
+3.41%
+$7,256.34 
HCA HCA Healthcare Inc.
+3%
+$11,855.54 
O Realty Income Corporation
+2.98%
+$16,216.66 
IBM International Business Machines Corporation
+2.94%
+$10,352.37 
SMBK SmartFinancial Inc.
+2.71%
+$10,124.8 
PM Philip Morris International Inc.
+2.69%
+$6,528.83 
SHOP Shopify Inc.
+2.57%
+$59,341.98 
MA Mastercard Incorporated
+2.46%
+$14,107.52 
MO Altria Group, Inc.
+2.42%
+$11,853.72 
COST Costco Wholesale Corporation
+2.29%
+$10,474.02 
WMT Walmart Inc.
+2.21%
+$16,419.06 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$74,980.62 
HD The Home Depot, Inc.
+1.99%
+$8,119.2 
V Visa Inc. Class A
+1.96%
+$17,022.48 
MSFT Microsoft Corp.
+1.89%
+$31,636.65 
OKE ONEOK, Inc.
+1.87%
+$14,162.7 
SCHH Schwab U.S. REIT ETF
+1.85%
+$5,220.74 
SDY SPDR S&P Dividend ETF
+1.84%
+$5,830.75 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.75%
+$5,396.88 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.64%
+$4,750.12 
IYRI Neos Real Estate High Income ETF
+1.53%
+$11,427.36 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$70,148.7 
AAPL Apple Inc.
+1.4%
+$69,068.77 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$48,902.03 
RKT Rocket Companies, Inc. Class A
+1.31%
+$5,174.4 
AVSC Avantis U.S. Small Cap Equity ETF
+1.06%
+$50,890.37 
XOM Exxon Mobil Corporation
+0.89%
+$3,481.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$3,496.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$2,013.46 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$22,595.66 
FENY Fidelity MSCI Energy Index ETF
+0.72%
+$3,777.07 
VFLO VictoryShares Free Cash Flow ETF
+0.69%
+$25,250.94 
DAL Delta Air Lines, Inc.
+0.48%
+$1,504.09 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$14,731.75 
VTV Vanguard Value ETF
+0.41%
+$988.2 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.4%
+$6,709.8 
MELI MercadoLibre, Inc.
+0.38%
+$2,863.35 
AMZN Amazon.com Inc
+0.37%
+$17,140.9 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.35%
+$2,825.28 
VB Vanguard Small-Cap ETF
+0.31%
+$917.6 
XLF Financial Select Sector SPDR Fund
+0.28%
+$720.16 
GOOG Alphabet Inc
+0.28%
+$9,789.06 
SPGP Invesco S&P 500 GARP ETF
+0.27%
+$768.57 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$7,073.28 
GOOGL Alphabet Inc
+0.21%
+$2,304.7 
UCBI United Community Banks, Inc.
+0.2%
+$1,378.86 
JQUA JPMorgan U.S. Quality Factor ETF
+0.09%
+$2,013.44 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$693.42 
CM Canadian Imperial Bank of Commerce
+0.04%
+$145.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$115.35 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$125.25 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$256.89 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$110.14 
PLTR Palantir Technologies Inc.
+0.01%
+$47.96 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$121.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$61.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GFLW
0%
$0 
NDIV Amplify Natural Resources Dividend Income ETF
0%
$0 
CLSK CleanSpark, Inc.
-6.97%
-$11,980.56 
CRSP Crispr Therapeutics AG
-5.47%
-$12,085.81 
AMD Advanced Micro Devices, Inc.
-5.4%
-$53,291.76 
GE General Electric Company
-5.37%
-$26,644.95 
AVGO Broadcom Inc.
-4.2%
-$47,340.49 
CAT Caterpillar Inc.
-3.36%
-$21,114.94 
MSTR Strategy Inc.
-3.04%
-$62,361.28 
SLV iShares Silver Trust
-2.97%
-$8,571.5 
SPMO Invesco S&P 500 Momentum ETF
-2.85%
-$42,727.24 
ANET Arista Networks, Inc.
-2.75%
-$25,507.44 
GEV GE Vernova Inc.
-2.68%
-$10,039.4 
NVDA NVIDIA Corporation
-2.56%
-$161,467.82 
XAIX Xtrackers AI and Big Data ETF
-2.56%
-$36,188.67 
XAR SPDR S&P Aerospace & Defense ETF
-2.48%
-$16,848.4 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$7,828 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$30,267.69 
COIN Coinbase Global, Inc.
-1.99%
-$21,543.48 
FTEC Fidelity MSCI Information Technology Index ETF
-1.91%
-$41,152.5 
META Meta Platforms Inc Class A
-1.71%
-$14,967.81 
GLD SPDR Gold Shares
-1.68%
-$6,656.25 
SGOL abrdn Physical Gold Shares ETF
-1.64%
-$3,042.92 
XMMO Invesco S&P MidCap Momentum ETF
-1.64%
-$10,530.96 
IAUM iShares Gold Trust Micro
-1.62%
-$4,094.41 
CWB SPDR Bloomberg Convertible Securities ETF
-1.61%
-$10,489.27 
AVEM Avantis Emerging Markets Equity ETF
-1.58%
-$46,012.85 
IAUI Neos Gold High Income ETF
-1.53%
-$4,659 
TSLA Tesla, Inc.
-1.51%
-$124,069.32 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$4,191.36 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$205,787.25 
QQQI Neos NASDAQ-100 High Income ETF
-1.25%
-$22,171.1 
IQQQ ProShares Nasdaq-100 High Income ETF
-1.24%
-$5,460.72 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.19%
-$16,326.43 
SCHE Schwab Emerging Markets Equity ETF
-1.18%
-$28,988.45 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.16%
-$2,439.53 
AVEE Avantis Emerging Markets Small Cap Equity ETF
-1.15%
-$11,164.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.13%
-$8,949.48 
SCHF Schwab International Equity ETF
-1.04%
-$52,003.95 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1%
-$14,365.96 
AVDV Avantis International Small Cap Value ETF
-0.93%
-$9,138.5 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.9%
-$5,687.5 
IBIT iShares Bitcoin Trust
-0.9%
-$4,710.42 
AVDE Avantis International Equity ETF
-0.8%
-$21,632.55 
CTA Simplify Managed Futures Strategy ETF
-0.65%
-$2,737.35 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$4,223.68 
QDVO Amplify CWP Growth & Income ETF
-0.62%
-$3,087.84 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.59%
-$5,159.93 
BTCI Neos Bitcoin High Income ETF
-0.55%
-$1,154.08 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.47%
-$9,073.2 
NIHI NEOS MSCI EAFE High Income ETF
-0.47%
-$1,789.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.44%
-$4,438.43 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.44%
-$1,290.01 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$1,893.45 
SBAR Simplify Barrier Income ETF
-0.39%
-$1,162.6 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.38%
-$5,638.95 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.37%
-$1,411.2 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.29%
-$1,855.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$10,275.5 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$2,980.56 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$33,360.4 
GPIX S&P 500 Core Premium Income Fund
-0.26%
-$5,076.26 
BLK BlackRock, Inc.
-0.25%
-$616.59 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.25%
-$1,037.41 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.21%
-$639 
SPYI NEOS S&P 500 High Income ETF
-0.21%
-$3,574.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.2%
-$1,959 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.18%
-$559.33 
BNDX Vanguard Total International Bond ETF
-0.18%
-$722.41 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.18%
-$1,040.88 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$522.7 
ISPY ProShares S&P High Income ETF
-0.17%
-$866 
SCMB Schwab Municipal Bond ETF
-0.16%
-$910.68 
MLN VanEck Long Muni ETF
-0.14%
-$708.95 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$294.45 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$557.64 
FLXR TCW Flexible Income ETF
-0.09%
-$770.32 
MBB iShares MBS ETF
-0.08%
-$1,216.05 
GBDC Golub Capital BDC, Inc.
-0.08%
-$109.5 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$402.56 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$509.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$899.65 
VO Vanguard Mid-Cap ETF
-0.03%
-$1,275.27 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$67.96 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$34.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$36.52 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$17.09 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
0%
-$5.64 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1255 | Longs Won 939/1255 74% | Profit Factor 12.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,848.34 |
| Average Win $62,601.58 | Best Trade (Jul 15) $4.77M | Sharpe Ratio -80.79 |
| Average Loss -$14,785.54 | Worst Trade (Jul 13) -$772,411.5 | Z-Score 18.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $43,116.05 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
