ACR
Adam Correll Rutledge Portfolio
Invests via Minot DeBlois Advisors LLC | Managed by Adam Correll Rutledge
Invests via Minot DeBlois Advisors LLC
Managed by Adam Correll Rutledge
Automatically Tracked
Adam Correll Rutledge Profile
With a dynamic career in finance and technology, Adam Correll Rutledge has established himself as an influential figure in startup investment. Leveraging his expertise as an entrepreneurial founder, he has been at the forefront of several innovative ventures that drive growth within emerging markets. His strategic vision positions him effectively to identify high-potential opportunities and guide teams through complex challenges. Known for cultivating collaborative environments, he promotes synergies between investors and tech innovators to enhance scalability and market reach. Rutledge’s profound understanding of market trends ensures his relevance within the venture capital landscape.
With a dynamic career in finance and technology, Adam Correll Rutledge has established himself as an influential figure in startup investment. Leveraging his expertise as an entrepreneurial founder, he has been at the forefront of several innovative ventures that drive growth within emerging markets. His strategic vision positions him effectively to identify high-potential opportunities and guide teams through complex challenges. Known for cultivating collaborative environments, he promotes synergies between investors and tech innovators to enhance scalability and market reach. Rutledge’s profound understanding of market trends ensures his relevance within the venture capital landscape.
Investment Philosophy & Strategy
Identifying disruptive opportunities within the tech ecosystem is fundamental to Adam Correll Rutledge's investment philosophy. His experience as a founder equips him with an instinctive understanding of what drives innovation and competitive advantage in startups. This background facilitates informed decision-making that focuses on fostering sustainable growth trajectories for emerging companies. Collaboration stands at the forefront of his strategy, as he seeks to build bridges between investors and groundbreaking technology ventures, optimizing both resource allocation and market penetration. By actively engaging with industry leaders, he not only amplifies the potential for capital efficiency but also champions ideas that are poised to reshape markets.
Identifying disruptive opportunities within the tech ecosystem is fundamental to Adam Correll Rutledge's investment philosophy. His experience as a founder equips him with an instinctive understanding of what drives innovation and competitive advantage in startups. This background facilitates informed decision-making that focuses on fostering sustainable growth trajectories for emerging companies. Collaboration stands at the forefront of his strategy, as he seeks to build bridges between investors and groundbreaking technology ventures, optimizing both resource allocation and market penetration. By actively engaging with industry leaders, he not only amplifies the potential for capital efficiency but also champions ideas that are poised to reshape markets.
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:
18.22%
Gain +0.03%
Monthly
0.78%
Yearly
9.73%
Drawdown
13.66%
$119.05M
Equity
Holdings
$119.05M
Investment
$101.95M
$19.67M
Profit +$42,102.32
Realized
$2.39M
Unrealized
$17.28M
Dividends
$4.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.03%
Profit
$42,102.32
Win %
60%
This Week
Compared To Last Week
Gain
0.14%
Profit
$170,086.91
Win %
60%
This Month
Compared to last month
Gain
1.76%
Profit
$2.06M
Win %
60%
This Year
Compared to last year
Gain
3.25%
Profit
$3.75M
Win %
65%
9288
928856301
+36.47%
+$28,707 NATO
NATO
+33.9%
+$1,951.67 
BMY Bristol-Myers Squibb Company
+4.84%
+$2.85 
IBB iShares Biotechnology ETF
+3.16%
+$5,474 
DIS The Walt Disney Company
+1.9%
+$25,020.32 
SNAP Snap Inc.
+1.75%
+$52.8 
TMO Thermo Fisher Scientific Inc.
+1.18%
+$23.97 
UPS United Parcel Service, Inc.
+1.09%
+$5,860.74 
PG Procter & Gamble Co
+1.03%
+$11,537.21 
ACN Accenture plc Class A
+0.92%
+$13,359 
SHEL Shell plc
+0.69%
+$4,556.16 
CVX Chevron Corporation
+0.6%
+$8.04 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$298.12 
FIDU Fidelity MSCI Industrials Index ETF
+0.08%
+$2.45 
AAPL Apple Inc.
0%
$0 
ABT Abbott Laboratories
0%
-$0.03 
ACCO Acco Brands Corporation
0%
$0 
ADI Analog Devices, Inc.
0%
+$0.05 
ADBE Adobe Inc.
0%
-$0.01 
ADP Automatic Data Processing Inc.
0%
-$0.01 
ALB Albemarle Corporation
0%
$0 
ALC Alcon Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
AMT American Tower Corporation
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ASPN Aspen Aerogels Inc.
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BC Brunswick Corporation
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
BX Blackstone Inc.
0%
-$0.02 
CARR Carrier Global Corporation
0%
$0 
CB Chubb Limited
0%
-$0.05 
CDNMF EGR Exploration Ltd.
0%
$0 
CHGG Chegg Inc.
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLX The Clorox Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CODI Compass Diversified Holdings
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVGI Commercial Vehicle Group, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DHR Danaher Corporation
0%
-$0.08 
DKNG DraftKings Inc.
0%
$0 
DOCN DigitalOcean Holdings Inc.
0%
$0 
DY Dycom Industries Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
EXTR Extreme Networks, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FORW Forwardly Inc.
0%
$0 
FTV Fortive Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFF Griffon Corporation
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPI Group 1 Automotive Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HMBL Humbl Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JBL Jabil Inc.
0%
$0 
JMIA Jumia Technologies AG
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MATV Mativ Holdings Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MGTI MGT Capital Investments Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MMM 3M Company
0%
$0 
MPVDF Mountain Province Diamonds Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NYT New York Times Co.
0%
$0 
OKTA Okta Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.08 
PFE Pfizer Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QBCAF Quebecor Inc.
0%
$0 
RCI Rogers Communications Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RHHBY Roche Holding AG
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SOLS Sollensys Corp
0%
$0 
STT State Street Corp
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
TDOC Teladoc Health Inc.
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
+$0.03 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
0%
$0 
TWI Titan International Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNP Union Pacific Corporation
0%
+$0.06 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLTO Veralto Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
FTXG First Trust Nasdaq Food & Beverage ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GNR SPDR S&P Global Natural Resources ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDRV iShares Self-Driving EV and Tech ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IHAK iShares Cybersecurity and Tech ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IXN iShares Global Tech ETF
0%
-$0.03 
IXC iShares Global Energy ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
IYF iShares U.S. Financials ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
POWA Invesco Bloomberg Pricing Power ETF
0%
+$0.2 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.13 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.17 
VNQ Vanguard Real Estate ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VPL Vanguard FTSE Pacific ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
NBBK NB Bancorp Inc.
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
$0 
XOVR ERShares Private-Public Crossover ETF
0%
$0 
AMTM Amentum Holdings, Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
XYZ Block, Inc.
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
RAL Ralliant Corporation
0%
$0 
WQTM WisdomTree Quantum Computing Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 F581
F58149133
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 
BBBY Bed Bath & Beyond Inc.
-3.85%
-$0.6 
AMD Advanced Micro Devices, Inc.
-0.61%
-$182.05 
MSFT Microsoft Corp.
-0.31%
-$13,130.86 
NVDA NVIDIA Corporation
-0.29%
-$10,780.49 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
-0.17%
-$877.95 
NSRGY Nestle S.A. Sponsored ADR
-0.06%
-$502.26 
SGOV iShares 0-3 Month Treasury Bond ETF
-0.01%
-$14.94 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1088 | Longs Won 726/1088 66% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $131,670.94 |
| Average Win $34,524.8 | Best Trade (Oct 21) $2.12M | Sharpe Ratio -665.08 |
| Average Loss -$14,907.25 | Worst Trade (Oct 21) -$621,381.56 | Z-Score -0.11 (8.76%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $18,077.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 9288 928856301 | 3,350 | $78,725 | $107,432 | - | $28,707 | 36.46% | +36.465% |
| AAPL Apple Inc. | 14,567 | $3.65M | $5M | - | $1.35M | 36.88% | 0.0 |
| ABT Abbott Laboratories | 12,847 | $1.44M | $1.34M | - | -$103,018.11 | -7.15% | 0.0 |
| ACCO Acco Brands Corporation | 420 | $1,747 | $1,898.4 | - | $151.4 | 8.67% | 0.0 |
| ACN Accenture plc Class A | 6,100 | $2.06M | $1.46M | - | -$601,859 | -29.21% | +0.924% |
| ADBE Adobe Inc. | 1,574 | $426,476.98 | $388,919.65 | - | -$37,557.33 | -8.81% | 0.0 |
| ADI Analog Devices, Inc. | 4,525 | $989,524.5 | $1.78M | - | $794,909.3 | 80.33% | 0.0 |
| ADP Automatic Data Processing Inc. | 6,242 | $1.78M | $1.79M | - | $14,288.6 | 0.8% | 0.0 |
| ALB Albemarle Corporation | 30 | $4,051 | $2,839.2 | - | -$1,211.8 | -29.91% | 0.0 |
| ALC Alcon Inc. | 7,878 | $651,735.19 | $520,972.14 | - | -$130,763.05 | -20.06% | 0.0 |
| ALLE Allegion plc | 3,127 | $410,352.11 | $486,060.88 | - | $75,708.77 | 18.45% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 55 | $6,643.42 | $29,410.7 | - | $22,767.28 | 342.7% | -0.615% |
| AMT American Tower Corporation | 15 | $2,751.19 | $2,745.45 | - | -$5.74 | -0.21% | 0.0 |
| AMTM Amentum Holdings, Inc. | 8 | $178.54 | $155.84 | - | -$22.7 | -12.71% | 0.0 |
| AMZN Amazon.com Inc | 13,778 | $3.02M | $3.62M | - | $596,836.53 | 19.77% | 0.0 |
| APO Apollo Global Management, Inc. | 15 | $2,477.4 | $1,664.25 | - | -$813.15 | -32.82% | 0.0 |
| ARTY iShares Future AI & Tech ETF | 125 | $4,634.09 | $8,871.25 | - | $4,237.16 | 91.43% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 1,014 | $716,178.29 | $1.67M | - | $954,001.39 | 133.21% | 0.0 |
| ASPN Aspen Aerogels Inc. | 300 | $3,564 | $1,596 | - | -$1,968 | -55.22% | 0.0 |
| ATR AptarGroup, Inc. | 10 | $1,571.33 | $1,246.3 | - | -$325.03 | -20.69% | 0.0 |
No 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
FAQ
Which stocks have generated the highest profits for Adam Correll Rutledge?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Corporate Bond ETF - $743,939.29, Vanguard Intermediate-Term Treasury Fund - $392,575.7, Alphabet Inc - $358,820.46, Intel Corporation - $302,621.09, and iShares TIPS Bond ETF - $257,563.1. 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: Broadcom Inc - $29,648.38, iShares Russell 2000 ETF - $24,024.14, Tesla, Inc - $22,425.2, Amazon.com Inc - $22,394.72, and NVIDIA Corporation - $11,461.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam Correll Rutledge's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.05M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $734,515.34, Vanguard Intermediate-Term Treasury Fund - $356,296.91, iShares TIPS Bond ETF - $257,563.1, iShares Core MSCI Emerging Markets ETF - $167,438.03, and Verizon Communications Inc - $104,174.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam Correll Rutledge's monthly returns?
Adam Correll Rutledge's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Adam Correll Rutledge's strategy be considered aggressive or moderate?
Adam Correll Rutledge'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 Adam Correll Rutledge's strategy?
Adam Correll Rutledge'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.
2026 © Marketlog. All Rights Reserved.
