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:
28.92%
Gain +0.83%
Monthly
0.19%
Yearly
2.3%
Drawdown
15.87%
$36.38M
Equity
Holdings
$36.38M
Investment
$34.76M
$6.53M
Profit +$233,506.03
Realized
$4.91M
Unrealized
$1.62M
Dividends
$1.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$233,506.03
Win %
58%
This Week
Compared To Last Week
Gain
1.16%
Profit
$416,829.45
Win %
58%
This Month
Compared to last month
Gain
0.35%
Profit
$127,695.04
Win %
58%
This Year
Compared to last year
Gain
7.58%
Profit
$2.56M
Win %
58%
HYAC
HYACWS
+918.4%
+$92.26 
BAERW Wildfire New Pubco Inc.
+13.05%
+$162.75 
SAIL SailPoint, Inc.
+6.88%
+$13,575.06 AAMW
AAMWS
+6.06%
+$0.38 
NTSK Netskope Inc. Class A Common Stock
+4.75%
+$42,200 
ANNAW Aleanna Inc.
+4.71%
+$739.01 
IGACU Invest Green Acquisition Corporation Unit
+3.63%
+$17,385.3 
JAKK JAKKS Pacific, Inc.
+3.45%
+$16,560.72 
WBI WaterBridge Infrastructure LLC Class A
+3.39%
+$38,400 
KRMN Karman Holdings Inc. Common Stock
+2.49%
+$2,150 
VIA Via Transportation Inc. Class A Common Stock
+2.28%
+$13,894.12 
COHR Coherent Corp.
+2.17%
+$6,749.98 
ATEX Anterix Inc.
+2.1%
+$30,800 
HTFL HeartFlow Inc.
+1.96%
+$17,274.72 
PACS PACS Group, Inc.
+1.79%
+$6,375 
KGS Kodiak Gas Services Inc.
+1.61%
+$7,100 
FIG Figma Inc. Class A Common Stock
+1.37%
+$2,310 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.22%
+$24,100 
SLDE Slide Insurance Holdings, Inc. Common Stock
+1.12%
+$3,641.88 
BEAGR Bold Eagle Acquisition Corp Rights
+1.04%
+$370.75 
BETA BETA Technologies Inc. Class A Common Stock
+1.02%
+$171.95 
LAKE Lakeland Industries, Inc.
+0.92%
+$1,749.3 
KVYO Klaviyo Inc. Class A Common Stock
+0.85%
+$1,143.45 
SNDA Sonida Senior Living, Inc.
+0.68%
+$2,900.76 
CTRE CareTrust REIT, Inc.
+0.59%
+$1,075 
CRCL Circle Internet Group, Inc. Class A
+0.57%
+$2,450 
KMTS Kestra Medical Technologies, Ltd.
+0.55%
+$101.22 
VERA Vera Therapeutics, Inc. Class A Common Stock
+0.47%
+$337.5 
NP Neptune Insurance Holdings Inc. Class A Common Stock
+0.4%
+$1,207.5 
MESHU Meshflow Acquisition Corp. Unit
+0.39%
+$1,000 
GTEN Gores Holdings X Inc. Class A Ordinary Shares
+0.29%
+$1,848.96 
KBONU Karbon Capital Partners Corp. Units
+0.25%
+$625 
WAY Waystar Holding Corp.
+0.15%
+$294.75 
CAI Caris Life Sciences, Inc. Common Stock
+0.15%
+$1,095.04 
LMRI Lumexa Imaging Holdings, Inc.
+0.08%
+$90 
APACU StoneBridge Acquisition II Corporation Unit
0%
$0 
RGS Regis Corp.
0%
$0 
HYAC Haymaker Acquisition Corp. IV
0%
$0 
FACT FACT II Acquisition Corp. Common Stock
0%
$0 
MACIW Melar Acquisition Corp I
0%
$0 
ABPWW Atlantic Coast Acquisition Corp. Warrants
0%
$0 
NHICW NewHold Investment Corp II Warrant
0%
$0 
HCACU Hall Chadwick Acquisition Corp. Unit
0%
$0 
LOKVW Live Oak Acquisition Corp. Warrant
0%
$0 
AXINU Axiom Intelligence Acquisition Corporation
0%
$0 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
$0 
CAEP Cantor Equity Partners III, Inc.
0%
$0 
SOCAU Solarius Capital Acquisition Corp. Unit
0%
$0 
CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares
0%
$0 
BIXIU Bitcoin Infrastructure Acquisition Corp. Ltd. Units
0%
$0 
FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares
0%
$0 EVAC
EVACU
0%
$0 AIIA
AIIAU
0%
$0 ALUB
ALUBU
0%
$0 BEBE
BEBEU
0%
$0 
TDWDU Tailwind 2.0 Acquisition Corp.
0%
$0 
SVAQU Silicon Valley Acquisition Corp.
0%
$0 
JENA-UN Jena Acquisition Corporation II
0%
$0 
OTGAU OTG Acquisition Corp. I Unit
0%
$0 
TLNCU Talon Capital Corp. Unit
0%
$0 
BDCIU BTC Development Corp.
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 
CRANU Crane Harbor Acquisition Corp. Units
0%
$0 
ITHAU Ithax Acquisition Corp III Unit
0%
$0 
DYORU Insight Digital Partners II Units
0%
$0 
SBXE-UN SilverBox Corp V
0%
$0 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
0%
$0 VALW
VALWS
0%
$0 PAII
PAIIU
0%
$0 BDMD
BDMDW
-63.37%
-$14.04 
RSVRW Reservoir Media, Inc.
-54.27%
-$93.91 GCTS
GCTSWS
-44.18%
-$20.82 EQVW
EQVWS
-34.56%
-$3.5 
POLEW Andretti Acquisition Corp.
-19.4%
-$290.42 
COCHW Envoy Medical Inc. Warrant
-12.54%
-$1,955.87 
FIGR Figure Technology Solutions, Inc. Class A Common Stock
-4.33%
-$10,413 
GEMI Gemini Space Station, Inc. Class A Common Stock
-3.79%
-$547.56 LOKV
LOKV
-3.74%
-$20 
BLSH Bullish Inc.
-3.73%
-$10,900 
KIDZ KIDZ AI Inc.
-3.64%
-$0.72 
LOAR Loar Holdings Inc.
-3.35%
-$5,036.57 
CRBG Corebridge Financial Inc.
-2.92%
-$10,400 
COGT Cogent Biosciences, Inc.
-2.87%
-$900 
CTGO Contango Silver & Gold Inc.
-2.73%
-$3,013.85 
BRCB Black Rock Coffee Bar Inc. Class A Common Stock
-2.59%
-$5,000 
OMCC Old Market Capital Corporation
-2.56%
-$4,049.1 
KLAR Klarna Group plc
-2.53%
-$4,155.34 
MIAX Miami International Holdings, Inc.
-2.37%
-$10,790 
SFD Smithfield Foods, Inc.
-1.94%
-$3,650 
BACCU Blue Acquisition Corp
-1.82%
-$3,948.2 
TTAM Titan America SA
-1.67%
-$1,150 
CHYM Chime Financial Inc. Class A
-1.57%
-$5,937.5 
IMNM Immunome, Inc.
-1.53%
-$2,800 
AERO Aero Grow International, Inc.
-1.51%
-$2,300 
CLAR Clarus Corporation
-1.44%
-$1,650 
ETOR eToro Group Ltd.
-1.4%
-$1,700 
ALH Alliance Laundry Holdings Inc.
-1.4%
-$11,856.6 
WLTH Wealthfront Corporation
-1.38%
-$506.69 
ULS UL Solutions Inc. Class A Common Stock
-1.28%
-$6,142.9 
DLHC DLH Holdings Corp.
-1.07%
-$1,392.24 
MDU MDU Resources Group Inc.
-1.03%
-$1,000 
LGN Legence Corp. Class A Common Stock
-0.85%
-$6,189.23 
ALDF Aldel Financial II Inc. Class A Ordinary Shares
-0.82%
-$2,700 
GROW U.S. Global Investors Inc.
-0.78%
-$897.76 
GRVY Gravity Co., Ltd. Sponsored ADR
-0.76%
-$1,230 
SARO StandardAero Inc.
-0.74%
-$2,400 
VOYG Voyager Technologies Inc. Class A Common Stock
-0.67%
-$400 
PXED Phoenix Education Partners Inc.
-0.65%
-$848.32 
RAPP Rapport Therapeutics, Inc.
-0.64%
-$1,020 
NLOP Net Lease Office Properties
-0.62%
-$200.34 
ASIC Ategrity Specialty Insurance Company Holdings
-0.59%
-$1,442 
ONCHU 1RT Acquisition Corp. Unit
-0.57%
-$600 
RGR Sturm, Ruger & Company, Inc.
-0.56%
-$7,018.52 
OGE OGE Energy Corp.
-0.47%
-$230 
CTRI Centuri Holdings, Inc.
-0.41%
-$1,200 
NHIC NewHold Investment Corp III Class A Ordinary Shares
-0.35%
-$750 
MBVIU M3-Brigade Acquisition VI Corp. Unit
-0.29%
-$1,500 
RVMD Revolution Medicines, Inc.
-0.21%
-$1,950 
BLRKU Bluerock Acquisition Corp.
-0.2%
-$1,000 
FLY Firefly Aerospace Inc.
-0.11%
-$64.1 
VHCPU Vine Hill Capital Investment Corp. II Units
-0.1%
-$500 
BEAG Bold Eagle Acquisition Corp. Class A Ordinary Shares
-0.1%
-$1,176.62 
DRDB Roman DBDR Acquisition Corp. II
-0.09%
-$500.38 
MDLN Medline Inc. Class A Common Stock
-0.09%
-$600 
ITT ITT Inc.
-0.09%
-$400 
OMDA Omada Health, Inc. Common Stock
-0.05%
-$88.43 Events
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Dividends
Dividend Analysis
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| Trades 1765 | Longs Won 1011/1765 57% | Profit Factor 1.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66,315.8 |
| Average Win $20,797.49 | Best Trade (Oct 16) $1.31M | Sharpe Ratio -45.48 |
| Average Loss -$19,231.18 | Worst Trade (Mar 30) -$481,050 | Z-Score -13.34 (100%) |
| Commissions $0 | Avg. Trade Length 8m 5d | Expectancy $3,697.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 1,890 | 1,701 | 1,512 | 1,323 | 1,134 | 945 | 756 | 567 | 378 | 189 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMW AAMWS | 38,725 | $6.2 | $6.57 | - | $0.37 | 5.97% | +6.063% |
| 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 | $149,800 | - | -$69,800 | -31.79% | -1.512% |
| AIIA AIIAU | 50,000 | $509 | $509 | - | - | - | 0.0 |
| ALDF Aldel Financial II Inc. Class A Ordinary Shares | 30,000 | $314,700 | $326,700 | - | $12,000 | 3.81% | -0.82% |
| ALH Alliance Laundry Holdings Inc. | 39,522 | $804,272.7 | $835,495.08 | - | $31,222.38 | 3.88% | -1.399% |
| ALUB ALUBU | 15,000 | $151.5 | $151.5 | - | - | - | 0.0 |
| ANNAW Aleanna Inc. | 74,647 | $10,450.58 | $16,414.88 | - | $5,964.3 | 57.07% | +4.714% |
| APACU StoneBridge Acquisition II Corporation Unit | 60,000 | $598,200 | $627,000 | - | $28,800 | 4.81% | 0.0 |
| ASIC Ategrity Specialty Insurance Company Holdings | 10,300 | $204,156 | $243,698 | - | $39,542 | 19.37% | -0.588% |
| ATEX Anterix Inc. | 20,000 | $429,400 | $1.49M | - | $1.06M | 247.93% | +2.105% |
| AXINU Axiom Intelligence Acquisition Corporation | 20,000 | $201,800 | $209,800 | - | $8,000 | 3.96% | 0.0 |
| BACCU Blue Acquisition Corp | 19,741 | $198,199.64 | $213,202.8 | - | $15,003.16 | 7.57% | -1.818% |
| BAERW Wildfire New Pubco Inc. | 17,690 | $773.05 | $1,409.89 | - | $636.84 | 82.38% | +13.05% |
| BDCIU BTC Development Corp. | 15,000 | $151,500 | $154,350 | - | $2,850 | 1.88% | 0.0 |
| BDMD BDMDW | 108,100 | $22.16 | $8.12 | - | -$14.04 | -63.36% | -63.366% |
| BEAG Bold Eagle Acquisition Corp. Class A Ordinary Shares | 117,662 | $1.23M | $1.24M | - | $4,706.48 | 0.38% | -0.095% |
| BEAGR Bold Eagle Acquisition Corp Rights | 148,300 | $46,566.2 | $35,947.92 | - | -$10,618.28 | -22.8% | +1.042% |
| BEBE BEBEU | 50,000 | $497 | $497 | - | - | - | 0.0 |
| BETA BETA Technologies Inc. Class A Common Stock | 905 | $25,530.05 | $17,004.95 | - | -$8,525.1 | -33.39% | +1.022% |
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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 ADR - $868,070.75, Sandisk Corp - $531,992.3, and AA Mission Acquisition Corp. II Class A Ordinary Shares - $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. Class A - $472,053.53, Nkgen Biotech Inc - $380,654.92, PACS Group, Inc - $373,250, UDR Inc - $365,350, and Fluence Energy, Inc. Class A Common Stock - $362,900. 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 $1.06M earned over time. The largest contributors to dividend income include Corebridge Financial Inc - $176,859, 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.
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