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:
16.1%
Gain -1.78%
Monthly
0.3%
Yearly
3.61%
Drawdown
35.88%
$37.81M
Equity
Holdings
$37.81M
Investment
$35.26M
$5.75M
Profit -$501,156.88
Realized
$3.21M
Unrealized
$2.55M
Dividends
$986,065.67
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.78%
Profit
-$501,156.88
Win %
63%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$376,427.07
Win %
63%
This Month
Compared to last month
Gain
-0.98%
Profit
-$374,445.56
Win %
63%
This Year
Compared to last year
Gain
10.17%
Profit
$3.49M
Win %
63%
CRCL Circle Internet Group, Inc.
+9.48%
+$28,650 
FACT-WT FACT II Acquisition Corp. Warrant - on FACT II
+7.75%
+$775 
BETA BETA Technologies, Inc. - Class A Common Stock
+7.49%
+$1,203.65 
KIDZ Classover Holdings Inc.
+7.03%
+$5.2 
COHR Coherent Corp.
+5.37%
+$22,372.5 
GEMI Gemini Space Station, Inc.
+5.25%
+$1,003.86 
KVYO Klaviyo Inc.
+4.89%
+$5,651.91 
FIGR Figure Technology Solutions Inc Cl A
+4.32%
+$12,500 
SLDE Slide Insurance Holdings, Inc.
+3.66%
+$8,813.35 
ATEX Anterix Inc.
+3.54%
+$71,000 
AXINU Axiom Intelligence Acquisition Corporation
+3.52%
+$7,500 
ASIC Ategrity Specialty Holdings
+3.31%
+$7,780.62 
FIG Figma Inc. Class A Common Stock
+3.17%
+$5,320 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+2.87%
+$66,499 
BLSH Bullish Inc.
+2.77%
+$6,200 
VIA Via Transportation, Inc.
+2.34%
+$7,160.16 
ETOR eToro Group Ltd.
+2.21%
+$3,975 
WBI WaterBridge Infrastructure LLC
+1.79%
+$24,800 
DYORU Insight Digital Partners II Units
+1.72%
+$2,613.62 
NLOP Net Lease Office Properties.
+1.68%
+$651.11 
MIAX Miami International Holdings, Inc.
+1.68%
+$9,230 
KLAR Klarna Group Plc
+1.52%
+$3,535.14 
NP Neptune Insurance Holdings Inc.
+1.32%
+$4,305 
FLY Firefly Aerospace Inc.
+1.19%
+$737.15 
RGS Regis Corporation
+0.78%
+$7,575.28 
WLTH Wealthfront Corporation
+0.76%
+$229.48 
AERO Aero Grow International, Inc.
+0.58%
+$900 
RGR Sturm, Ruger & Company, Inc.
+0.58%
+$5,826.7 
LOAR Loar Holdings Inc.
+0.56%
+$905.19 
KGS Kodiak Gas Services Inc.
+0.55%
+$3,600 
BDCIU BTC Development Corp.
+0.49%
+$750 
NHIC NewHold Investment Corp III
+0.45%
+$1,192.5 
GROW U.S. Global Investors, Inc.
+0.43%
+$560.55 
WAY Waystar Holding Corp.
+0.41%
+$590.15 
IGACU Invest Green Acquisition Corporation Unit
+0.39%
+$1,875.3 
SFD Smithfield Foods, Inc.
+0.24%
+$627 
OMDA Omada Health, Inc.
+0.24%
+$507.59 
SARO StandardAero, Inc.
+0.21%
+$825 
FCRS FutureCrest Acquisition Corp.
+0.2%
+$80 
ITHAU Ithax Acquisition Corp III Unit
+0.18%
+$965 
GRVY Gravity Co., Ltd. Sponsored ADR
+0.11%
+$172.2 
DRDB Roman DBDR Acquisition Corp
+0.1%
+$500.38 
BIXIU Bitcoin Infrastructure Acquisition Corp. Ltd. Units
+0.05%
+$250 
NTSK Netskope, Inc.
+0.04%
+$200 
ALDF Aldel Financial II Inc.
0%
+$3 
AAMWS
0%
$0 
ABPWW Atlantic Coast Acquisition Corp. Warrants
0%
$0 
AIIAU
0%
$0 
ALUBU
0%
$0 
BDMDW
0%
$0 
BEBEU
0%
$0 
BLRKU Bluerock Acquisition Corp.
0%
$0 
CAEP Cantor Equity Partners III, Inc.
0%
$0 
DNMXU Dynamix Corporation III Unit
0%
$0 
EQVWS
0%
$0 
EVACU
0%
$0 
FACT Fact II Acquisition Corp
0%
$0 
FIGXU FIGX Capital Acquisition Corp. Unit
0%
$0 
GCTSWS
0%
$0 
HCACU Hall Chadwick Acquisition Corp. Unit
0%
$0 
HYAC Haymaker Acquisition Corp. IV
0%
$0 
HYACWS
0%
$0 
JENA-UN Jena Acquisition Corporation II
0%
$0 
KBONU Karbon Capital Partners Corp. Units
0%
$0 
LOKV
0%
$0 
LOKVW Live Oak Acquisition Corp. Warrant
0%
$0 
MACIW Melar Acquisition Corp I
0%
$0 
OMCC Old Market Capital Corporation
0%
$0 
ONCHU 1RT Acquisition Corp. Unit
0%
$0 
OTGAU OTG Acquisition Corp. I Unit
0%
$0 
PAIIU
0%
$0 
SBXE-UN SilverBox Corp V
0%
$0 
SOCAU Solarius Capital Acquisition Corp. Unit
0%
$0 
SVAQU Silicon Valley Acquisition Corp.
0%
$0 
TDWDU Tailwind 2.0 Acquisition Corp.
0%
$0 
VACI-UN Viking Acquisition Corp. I
0%
$0 
VALWS
0%
$0 
YCY-UN AA Mission Acquisition Corp. II
0%
$0 
POLEW Andretti Acquisition Corp.
-55.56%
-$2,079.33 
ANNAW Aleanna Inc.
-26.14%
-$6,531.61 
COCHW Envoy Medical Inc. Warrant
-14.32%
-$3,499.97 
RSVRW Reservoir Media, Inc.
-13.11%
-$40 
BEAGR Bold Eagle Acquisition Corp
-6.9%
-$2,966 
TLNCU Talon Capital Corp. Unit
-4.09%
-$9,000 
ALH Alliance Laundry Holdings Inc.
-3.61%
-$36,360.24 
CTGO Contango Ore Inc.
-3.34%
-$4,082.05 
KMTS Kestra Medical Technologies, Ltd.
-3.21%
-$512.61 
RAPP Rapport Therapeutics Inc.
-2.87%
-$7,353 
CAI Caris Life Sciences, Inc.
-2.79%
-$10,865.44 
DLHC DLH Holdings Corp.
-2.54%
-$4,872.84 
LAKE Lakeland Industries Inc.
-2.23%
-$5,247.9 
CLAR Clarus Corporation
-2.19%
-$2,250 
SAIL SailPoint, Inc.
-2.14%
-$3,295.39 
HTFL HeartFlow, Inc.
-2.09%
-$8,276.84 
VERA Vera Therapeutics Inc.
-2.04%
-$1,962.5 
TTAM Titan America S.A.
-2.01%
-$1,700 
CTRI Centuri Holdings Inc.
-1.91%
-$7,950 
MDLN Medline Inc.
-1.85%
-$14,700 
VOYG Voyager Technologies, Inc.
-1.78%
-$1,150 
NHICW NewHold Investment Corp II Warrant
-1.62%
-$375 
RVMD Revolution Medicines Inc.
-1.54%
-$14,325 
PXED Phoenix Education Partners, Inc.
-1.43%
-$2,279.86 
CHYM Chime Financial, Inc. – Class A Common Stock
-1.3%
-$3,625 
CTRE CareTrust REIT Inc.
-1.26%
-$2,700 
MDU MDU Resources Group, Inc.
-1.18%
-$1,250 
APACU StoneBridge Acquisition II Corporation Unit
-1.16%
-$7,200 
KRMN Karman Holdings Inc.
-1.08%
-$1,250 
COGT Cogent Biosciences, Inc.
-1.05%
-$410 
MBVIU M3-Brigade Acquisition VI Corp. Unit
-1.05%
-$5,500 
CRBG Corebridge Financial Inc.
-0.97%
-$3,100 
SNDA Sonida Senior Living Inc.
-0.91%
-$4,666.44 
BACCU Blue Acquisition Corp
-0.85%
-$1,974.1 
PACS Pacs Group Inc.
-0.82%
-$2,850 
ULS Ul Solutions Inc.
-0.62%
-$3,561.57 
ITT Itt Inc.
-0.6%
-$2,875 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
-0.53%
-$822 
OGE Oge Energy Corp.
-0.51%
-$250 
CRANU Crane Harbor Acquisition Corp. Units
-0.48%
-$1,000 
GTEN Gores Holdings X, Inc.
-0.48%
-$3,081.6 
IMNM Immunome Inc.
-0.4%
-$900 
BAERW Wildfire New Pubco Inc.
-0.37%
-$17.69 
JAKK Jakks Pacific Inc.
-0.37%
-$1,461.24 
VHCPU Vine Hill Capital Investment Corp. II Units
-0.29%
-$1,500 
LMRI Lumexa Imaging Holdings, Inc.
-0.27%
-$304 
CEPV Cantor Equity Partners V, Inc. Class A Ordinary Shares
-0.19%
-$1,000 
BEAG Bold Eagle Acquisition Corp.
-0.19%
-$2,353.24 
MESHU Meshflow Acquisition Corp. Unit
-0.1%
-$250 
LGN Legence Corp.
-0.07%
-$992.5 Events
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Dividends
Dividend Analysis
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| Trades 1765 | Longs Won 929/1765 52% | Profit Factor 1.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66,127.59 |
| Average Win $18,327.79 | Best Trade (Jul 20) $1.65M | Sharpe Ratio -46.64 |
| Average Loss -$13,485.04 | Worst Trade (Jul 27) -$516,630.03 | Z-Score -11.3 (95.84%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $3,259.57 |
| 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% | 0.27% |
| Consecutive Losing Trades | 2,801 | 2,521 | 2,241 | 1,961 | 1,681 | 1,401 | 1,120 | 840 | 560 | 280 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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, Arm Holdings plc American Depositary Receipt - $868,070.75, Corebridge Financial Inc - $451,764, Viking Holdings Ltd - $445,775, and Waystar Holding Corp - $397,365. 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: Pacs Group Inc - $373,250, UDR Inc - $365,350, Banzai International Inc - $363,833.82, Lineage, Inc - $238,915, and Chime Financial, Inc. – Class A Common Stock - $202,600. 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 $986,065.67 earned over time. The largest contributors to dividend income include Corebridge Financial Inc - $174,359, Albertsons Companies, Inc - $50,605.68, Kenvue Inc - $45,746.2, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $41,594.93, and New Fortress Energy Inc - $37,571.7. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Thomas Cagna's strategy be considered aggressive or moderate?
Thomas Cagna's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Thomas Cagna's strategy?
Thomas Cagna'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.
