TC
Thomas Cagna Portfolio
Invests via Sandia Investment Management LP | Managed by Timothy J. (Tim) Sichler, Andrew Gottschalk Bail
Invests via Sandia Investment Management LP
Managed by Timothy J. (Tim) Sichler, Andrew Gottschalk Bail
Automatically Tracked
Thomas Cagna Profile
With a dynamic career in corporate strategy and innovation, Thomas Cagna has significantly impacted the technology sector. His expertise encompasses driving growth through transformative leadership roles at prominent companies, where he excels in aligning teams around strategic objectives and market opportunities. Known for his analytical acumen, he effectively integrates operational insights with cutting-edge technological advancements to foster product development. Having built a solid reputation for guiding organizations through critical phases of evolution, he remains a pivotal figure within competitive landscapes that demand both adaptability and forward-thinking approaches.
With a dynamic career in corporate strategy and innovation, Thomas Cagna has significantly impacted the technology sector. His expertise encompasses driving growth through transformative leadership roles at prominent companies, where he excels in aligning teams around strategic objectives and market opportunities. Known for his analytical acumen, he effectively integrates operational insights with cutting-edge technological advancements to foster product development. Having built a solid reputation for guiding organizations through critical phases of evolution, he remains a pivotal figure within competitive landscapes that demand both adaptability and forward-thinking approaches.
Investment Philosophy & Strategy
In an environment characterized by rapid technological change, Thomas Cagna leverages his rich experience to identify and exploit disruptive trends. His strategic vision transcends conventional boundaries, guiding investments toward companies that embody innovation and scalability. By combining analytical rigor with a deep understanding of operational dynamics, he cultivates high-potential portfolios that capitalize on market shifts. With a focus on transformative growth, he seeks out ventures where leadership is adaptable and competitive advantages are sustainable.
In an environment characterized by rapid technological change, Thomas Cagna leverages his rich experience to identify and exploit disruptive trends. His strategic vision transcends conventional boundaries, guiding investments toward companies that embody innovation and scalability. By combining analytical rigor with a deep understanding of operational dynamics, he cultivates high-potential portfolios that capitalize on market shifts. With a focus on transformative growth, he seeks out ventures where leadership is adaptable and competitive advantages are sustainable.
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:
24.98%
Gain -1.22%
Monthly
0.22%
Yearly
2.65%
Drawdown
15.84%
$37.51M
Equity
Holdings
$37.51M
Investment
$35.26M
$6.8M
Profit -$392,299.09
Realized
$4.55M
Unrealized
$2.25M
Dividends
$1.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.22%
Profit
-$392,299.09
Win %
60%
This Week
Compared To Last Week
Gain
-2.06%
Profit
-$787,720.37
Win %
60%
This Month
Compared to last month
Gain
-2.97%
Profit
-$1.15M
Win %
60%
This Year
Compared to last year
Gain
9.31%
Profit
$3.19M
Win %
60%
ANNAW Aleanna Inc.
+17.86%
+$3,732.35 
WLTH Wealthfront Corporation
+14.75%
+$4,560.26 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
+7.75%
+$775 
NTSK Netskope, Inc.
+4.61%
+$26,652 
DLHC DLH Holdings Corp.
+3.93%
+$5,220.9 
ITHAU Ithax Acquisition Corp III Unit
+2.67%
+$13,500 
BLRKU Bluerock Acquisition Corp.
+2.35%
+$12,000 
MACIW Melar Acquisition Corp I
+2.21%
+$66.25 
SAIL SailPoint, Inc.
+1.42%
+$2,459.25 
VIA Via Transportation, Inc.
+1.08%
+$4,773.44 
SFD Smithfield Foods, Inc.
+1%
+$2,054 
FIG Figma Inc. Class A Common Stock
+1%
+$1,540 
OMDA Omada Health, Inc.
+0.95%
+$1,811.05 
KIDZ Classover Holdings Inc.
+0.86%
+$0.36 
ONCHU 1RT Acquisition Corp. Unit
+0.77%
+$800 
NHICW NewHold Investment Corp II Warrant
+0.71%
+$125 
ASIC Ategrity Specialty Holdings
+0.7%
+$1,957 
CRBG Corebridge Financial Inc.
+0.64%
+$2,150 
PACS Pacs Group Inc.
+0.6%
+$2,025 
SNDA Sonida Senior Living Inc.
+0.4%
+$2,017.92 
RGS Regis Corporation
+0.4%
+$3,622.96 
SOCAU Solarius Capital Acquisition Corp. Unit
+0.38%
+$1,000 
JENA-UN Jena Acquisition Corporation II
+0.28%
+$750 
BETA BETA Technologies, Inc. - Class A Common Stock
+0.17%
+$31.68 
TDWDU Tailwind 2.0 Acquisition Corp.
+0.1%
+$250 
FCRS FutureCrest Acquisition Corp.
+0.1%
+$40 
BIXIU Bitcoin Infrastructure Acquisition Corp. Ltd. Units
+0.07%
+$375 
NHIC NewHold Investment Corp III
+0.05%
+$125 
APACU StoneBridge Acquisition II Corporation Unit
0%
$0 
HYAC Haymaker Acquisition Corp. IV
0%
$0 
IGACU Invest Green Acquisition Corporation Unit
0%
$0 
FACT Fact II Acquisition Corp
0%
$0 
ABPWW Atlantic Coast Acquisition Corp. Warrants
0%
$0 
HCACU Hall Chadwick Acquisition Corp. Unit
0%
$0 
LOKVW Live Oak Acquisition Corp. Warrant
0%
$0 
BACCU Blue Acquisition Corp
0%
$0 
AXINU Axiom Intelligence Acquisition Corporation
0%
$0 
GTEN Gores Holdings X, Inc.
0%
$0 
CAEP Cantor Equity Partners III, Inc.
0%
$0 HYAC
HYACWS
0%
$0 AAMW
AAMWS
0%
$0 EQVW
EQVWS
0%
$0 EVAC
EVACU
0%
$0 AIIA
AIIAU
0%
$0 ALUB
ALUBU
0%
$0 BEBE
BEBEU
0%
$0 
SVAQU Silicon Valley Acquisition Corp.
0%
$0 
OTGAU OTG Acquisition Corp. I Unit
0%
$0 
MBVIU M3-Brigade Acquisition VI Corp. Unit
0%
$0 
YCY-UN AA Mission Acquisition Corp. II
0%
$0 
VACI-UN Viking Acquisition Corp. I
0%
$0 
DNMXU Dynamix Corporation III Unit
0%
$0 
KBONU Karbon Capital Partners Corp. Units
0%
$0 
DYORU Insight Digital Partners II Units
0%
$0 
SBXE-UN SilverBox Corp V
0%
$0 VALW
VALWS
0%
$0 GCTS
GCTSWS
0%
$0 BDMD
BDMDW
0%
$0 PAII
PAIIU
0%
$0 LOKV
LOKV
0%
$0 
RSVRW Reservoir Media, Inc.
-54.27%
-$93.91 
BEAGR Bold Eagle Acquisition Corp
-18.76%
-$6,955.27 
COCHW Envoy Medical Inc. Warrant
-14.5%
-$3,499.97 
LAKE Lakeland Industries Inc.
-11.56%
-$26,342.4 
CHYM Chime Financial, Inc. – Class A Common Stock
-5.67%
-$24,500 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-5.46%
-$111,750 
MDLN Medline Inc.
-4.49%
-$30,568 
LGN Legence Corp.
-4.32%
-$47,350.19 
CTGO Contango Ore Inc.
-4.3%
-$6,485.5 
FIGR Figure Technology Solutions Inc Cl A
-4.19%
-$15,961 
BAERW Wildfire New Pubco Inc.
-4.17%
-$132.68 
AERO Aero Grow International, Inc.
-3.56%
-$5,600 
WAY Waystar Holding Corp.
-3.44%
-$5,371 
FLY Firefly Aerospace Inc.
-3.32%
-$2,323.62 
IMNM Immunome Inc.
-3.23%
-$8,450 
ALH Alliance Laundry Holdings Inc.
-3.17%
-$27,270.18 
GRVY Gravity Co., Ltd. Sponsored ADR
-2.89%
-$5,153.7 
COHR Coherent Corp.
-2.77%
-$12,585 
SARO StandardAero, Inc.
-2.54%
-$9,225 
ULS Ul Solutions Inc.
-2.46%
-$11,730.33 
CRCL Circle Internet Group, Inc.
-2.33%
-$10,850 
CLAR Clarus Corporation
-2.19%
-$2,400 
RVMD Revolution Medicines Inc.
-2.16%
-$22,393.5 
KRMN Karman Holdings Inc.
-1.95%
-$1,712.5 
ETOR eToro Group Ltd.
-1.84%
-$2,813.5 
KMTS Kestra Medical Technologies, Ltd.
-1.77%
-$278.31 
MDU MDU Resources Group, Inc.
-1.74%
-$1,700 
KGS Kodiak Gas Services Inc.
-1.72%
-$11,000 
NLOP Net Lease Office Properties.
-1.48%
-$550.93 
MIAX Miami International Holdings, Inc.
-1.47%
-$8,190 
BLSH Bullish Inc.
-1.41%
-$4,850 
NP Neptune Insurance Holdings Inc.
-1.36%
-$4,515 
HTFL HeartFlow, Inc.
-1.31%
-$9,709.37 
RGR Sturm, Ruger & Company, Inc.
-1.28%
-$12,977.65 
PXED Phoenix Education Partners, Inc.
-1.23%
-$1,776.17 
ATEX Anterix Inc.
-1.22%
-$20,400 
JAKK Jakks Pacific Inc.
-1.13%
-$4,383.72 
VOYG Voyager Technologies, Inc.
-1.13%
-$950 
LOAR Loar Holdings Inc.
-1.05%
-$1,613.1 
GROW U.S. Global Investors, Inc.
-1.05%
-$1,313.79 
SLDE Slide Insurance Holdings, Inc.
-0.97%
-$2,819.52 
KLAR Klarna Group Plc
-0.94%
-$1,612.52 
LMRI Lumexa Imaging Holdings, Inc.
-0.92%
-$1,038 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
-0.9%
-$1,600 
BDCIU BTC Development Corp.
-0.87%
-$1,350 
KVYO Klaviyo Inc.
-0.8%
-$849.42 
OGE Oge Energy Corp.
-0.73%
-$345 
ITT Itt Inc.
-0.72%
-$3,575 
OMCC Old Market Capital Corporation
-0.71%
-$1,214.73 
WBI WaterBridge Infrastructure LLC
-0.7%
-$9,200 
RAPP Rapport Therapeutics Inc.
-0.69%
-$1,826.4 
COGT Cogent Biosciences, Inc.
-0.64%
-$220 
CTRE CareTrust REIT Inc.
-0.61%
-$1,200 
GEMI Gemini Space Station, Inc.
-0.56%
-$114.08 
VERA Vera Therapeutics Inc.
-0.53%
-$450 
MESHU Meshflow Acquisition Corp. Unit
-0.39%
-$1,000 
TLNCU Talon Capital Corp. Unit
-0.38%
-$800 
TTAM Titan America S.A.
-0.37%
-$275 
VHCPU Vine Hill Capital Investment Corp. II Units
-0.29%
-$1,500 
BEAG Bold Eagle Acquisition Corp.
-0.28%
-$3,529.86 
CTRI Centuri Holdings Inc.
-0.25%
-$750 
CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares
-0.19%
-$1,000 
CRANU Crane Harbor Acquisition Corp. Units
-0.17%
-$344 
CAI Caris Life Sciences, Inc.
-0.12%
-$708 
POLEW Andretti Acquisition Corp.
-0.07%
-$1.5 
ALDF Aldel Financial II Inc.
-0.07%
-$225 
DRDB Roman DBDR Acquisition Corp
0%
-$5 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
-$1.19 Events
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Dividends
Dividend Analysis
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| Trades 1765 | Longs Won 1008/1765 57% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $68,817.1 |
| Average Win $21,273.69 | Best Trade (Aug 28) $1.46M | Sharpe Ratio -45.54 |
| Average Loss -$19,341.19 | Worst Trade (Mar 30) -$481,050 | Z-Score -7.49 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $3,854.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 1,938 | 1,744 | 1,550 | 1,357 | 1,163 | 969 | 775 | 581 | 388 | 194 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMW AAMWS | 38,725 | $6.2 | $6.2 | - | - | - | 0.0 |
| ABPWW Atlantic Coast Acquisition Corp. Warrants | 358,427 | $22,401.69 | $752.7 | - | -$21,648.99 | -96.64% | 0.0 |
| AERO Aero Grow International, Inc. | 10,000 | $219,600 | $151,600 | - | -$68,000 | -30.97% | -3.562% |
| AIIA AIIAU | 50,000 | $509 | $509 | - | - | - | 0.0 |
| ALDF Aldel Financial II Inc. | 30,000 | $314,700 | $324,075 | - | $9,375 | 2.98% | -0.069% |
| ALH Alliance Laundry Holdings Inc. | 39,522 | $804,272.7 | $832,333.32 | - | $28,060.62 | 3.49% | -3.172% |
| ALUB ALUBU | 15,000 | $151.5 | $151.5 | - | - | - | 0.0 |
| ANNAW Aleanna Inc. | 74,647 | $10,450.58 | $24,633.51 | - | $14,182.93 | 135.71% | +17.857% |
| APACU StoneBridge Acquisition II Corporation Unit | 60,000 | $598,200 | $624,000 | - | $25,800 | 4.31% | 0.0 |
| ASIC Ategrity Specialty Holdings | 10,300 | $204,156 | $281,396 | - | $77,240 | 37.83% | +0.7% |
| ATEX Anterix Inc. | 20,000 | $429,400 | $1.66M | - | $1.23M | 286.17% | -1.215% |
| AXINU Axiom Intelligence Acquisition Corporation | 20,000 | $201,800 | $214,500 | - | $12,700 | 6.29% | 0.0 |
| BACCU Blue Acquisition Corp | 19,741 | $198,199.64 | $214,979.49 | - | $16,779.85 | 8.47% | 0.0 |
| BAERW Wildfire New Pubco Inc. | 17,690 | $773.05 | $3,051.52 | - | $2,278.47 | 294.74% | -4.167% |
| BDCIU BTC Development Corp. | 15,000 | $151,500 | $153,150 | - | $1,650 | 1.09% | -0.874% |
| BDMD BDMDW | 108,100 | $22.16 | $22.16 | - | - | - | 0.0 |
| BEAG Bold Eagle Acquisition Corp. | 117,662 | $1.23M | $1.27M | - | $35,298.6 | 2.87% | -0.278% |
| BEAGR Bold Eagle Acquisition Corp | 148,300 | $46,566.2 | $30,119.73 | - | -$16,446.47 | -35.32% | -18.76% |
| BEBE BEBEU | 50,000 | $497 | $497 | - | - | - | 0.0 |
| BETA BETA Technologies, Inc. - Class A Common Stock | 905 | $25,530.05 | $18,267.42 | - | -$7,262.63 | -28.45% | +0.174% |
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FAQ
Which stocks have generated the highest profits for Thomas Cagna?
The largest contributions to the portfolio's profits come from the following stocks: Heico Corporation - $911,713.5, CrowdStrike Holdings, Inc - $879,400, Arm Holdings plc American Depositary Receipt - $868,070.75, SanDisk Corporation - $531,992.3, and AA Mission Acquisition Corp. II - $497,474. 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: Rivian Automotive, Inc - $472,053.53, Nkgen Biotech Inc - $380,654.92, Pacs Group Inc - $373,250, UDR Inc - $365,350, and Banzai International Inc - $363,833.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Cagna's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.05M earned over time. The largest contributors to dividend income include Corebridge Financial Inc - $174,359, Albertsons Companies, Inc - $84,855.68, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $50,031.93, Kenvue Inc - $45,746.2, and Kodiak Gas Services Inc - $41,222.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Cagna's monthly returns?
Thomas Cagna'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 Thomas Cagna's strategy be considered aggressive or moderate?
Thomas Cagna'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 Thomas Cagna's strategy?
Thomas Cagna'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.
