Nathan White Portfolio
Invests via Paragon Capital Management Inc. | Managed by Nathan White
Invests via Paragon Capital Management Inc.
Managed by Nathan White
Automatically Tracked
Concentrates on deploying equity and structured capital into growth-stage technology and healthcare companies in North America, prioritizing revenue-scalable business models and board-level value creation. Nathan White brings prior experience in investment banking and growth equity, advising on M&A and capital raises, and draws on operational collaboration with founders to accelerate go-to-market and margin expansion.
Concentrates on deploying equity and structured capital into growth-stage technology and healthcare companies in North America, prioritizing revenue-scalable business models and board-level value creation. Nathan White brings prior experience in investment banking and growth equity, advising on M&A and capital raises, and draws on operational collaboration with founders to accelerate go-to-market and margin expansion.
Investment Philosophy & Strategy
Targets growth-stage technology and healthcare companies with revenue-scalable models, deploying a mix of equity and structured capital to align incentives and preserve optionality. Focuses on board-level collaboration to drive GTM acceleration, margin expansion and disciplined capital efficiency. Investment decisions emphasize unit economics, repeatable revenue and near-term monetization pathways, with a 3–7 year value-creation horizon and active governance to manage execution risk. Prefers North American opportunities where operational playbooks and M&A exit pathways are clear.
Targets growth-stage technology and healthcare companies with revenue-scalable models, deploying a mix of equity and structured capital to align incentives and preserve optionality. Focuses on board-level collaboration to drive GTM acceleration, margin expansion and disciplined capital efficiency. Investment decisions emphasize unit economics, repeatable revenue and near-term monetization pathways, with a 3–7 year value-creation horizon and active governance to manage execution risk. Prefers North American opportunities where operational playbooks and M&A exit pathways are clear.
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:
15.67%
Gain
Monthly
0.15%
Yearly
1.83%
Drawdown
13.66%
$125.12M
Equity
Holdings
$125.12M
Investment
$119.52M
$15.7M
Profit -$355,770.15
Realized
$10.1M
Unrealized
$5.6M
Dividends
$11.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$355,770.15
Win %
57%
This Week
Compared To Last Week
Gain
-2.07%
Profit
-$2.65M
Win %
57%
This Month
Compared to last month
Gain
-1.84%
Profit
-$2.35M
Win %
57%
This Year
Compared to last year
Gain
5.99%
Profit
$7.07M
Win %
61%
CSGP CoStar Group, Inc.
+6.84%
+$35,802 
ADBE Adobe Inc.
+4.52%
+$38,874.5 
ROP Roper Technologies Inc.
+4.33%
+$48,288 
TYL Tyler Technologies Inc.
+4.09%
+$38,551.68 
ORLY O'Reilly Automotive Inc.
+3.77%
+$56,593.68 
EEFT Euronet Worldwide, Inc.
+3.77%
+$54,126.6 
UHS Universal Health Services, Inc.
+3.74%
+$37,843.74 
ZBRA Zebra Technologies Corporation
+3.62%
+$51,069.25 
BSX Boston Scientific Corporation
+3.47%
+$24,178.63 
CRM Salesforce Inc
+3.19%
+$31,809.44 
IDXX IDEXX Laboratories, Inc.
+2.98%
+$38,429.07 
T AT&T Inc.
+2.78%
+$8,330 
BIRK Birkenstock Holding plc
+2.74%
+$38,867.82 
WDAY Workday Inc.
+2.74%
+$23,811.56 
GPN Global Payments Inc.
+2.71%
+$35,658.4 
AZO AutoZone Inc.
+2.62%
+$31,549.5 
SW Smurfit WestRock PLC
+2.57%
+$34,388.48 
NVR NVR, Inc.
+2.49%
+$26,375.85 
XLV Health Care Select Sector SPDR Fund
+2.13%
+$35,213.13 
DLB Dolby Laboratories Inc.
+1.73%
+$18,478.15 
BMRN Biomarin Pharmaceutical Inc.
+1.54%
+$22,480.64 
RC Ready Capital Corporation
+1.54%
+$1,750 
UBER Uber Technologies, Inc.
+1.45%
+$19,083.9 
MTD Mettler-Toledo International Inc.
+1.26%
+$16,712.64 
NLY Annaly Capital Management, Inc.
+1.06%
+$2,335.34 
STXV Strive 1000 Value ETF
+0.79%
+$7,341.3 
CHRD Chord Energy Corp
+0.66%
+$11,330.28 
MELI MercadoLibre, Inc.
+0.57%
+$11,949 
STXK Strive Small-Cap Equity Fund
+0.21%
+$2,495.6 
PGR Progressive Corporation
+0.2%
+$2,754.78 
EQT EQT Corporation
+0.13%
+$1,578.59 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.11%
+$1,069.1 
VB Vanguard Small-Cap ETF
+0.05%
+$1,506.15 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,747.66 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$70.74 
SHV iShares Short Treasury Bond ETF
+0.01%
+$1,216.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$652.46 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$5.72 
CTRA Coterra Energy Inc.
0%
$0 
TRI
0%
$0 
MRVL Marvell Technology, Inc.
-9.3%
-$276,508.71 
INTC Intel Corporation
-6.72%
-$49,637.16 
ARM Arm Holdings plc American Depositary Receipt
-6.4%
-$188,097.57 
AG First Majestic Silver Corp
-6.29%
-$10,600 
AMD Advanced Micro Devices, Inc.
-6.07%
-$155,444.94 
AVGO Broadcom Inc.
-5.52%
-$77,166.54 
STXE Strive Emerging Markets ex-China Mutual Fund
-3.05%
-$19,661.8 
NVDA NVIDIA Corporation
-2.98%
-$86,052.82 
META Meta Platforms Inc Class A
-2.91%
-$63,325.3 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.91%
-$32,577.97 
CART Maplebear Inc.
-2.46%
-$39,216.06 
DASH DoorDash, Inc.
-2.46%
-$26,245.34 
GLD SPDR Gold Shares
-2.07%
-$5,582.04 
LYFT Lyft Inc.
-1.88%
-$24,260.01 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.79%
-$19,473.79 
ZS Zscaler Inc.
-1.6%
-$12,508.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.78%
-$18,556.6 
STXF Strive 500 ETF
-0.72%
-$9,803.85 
AR Antero Resources Corporation
-0.67%
-$8,797.27 
AXON Axon Enterprise, Inc.
-0.6%
-$5,964.84 
TDG TransDigm Group Inc.
-0.55%
-$6,644.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.51%
-$15,187.56 
SFL SFL Corporation Ltd.
-0.4%
-$450 
NFLX Netflix, Inc.
-0.21%
-$2,134.68 
NBIX Neurocrine Biosciences Inc.
-0.1%
-$1,791.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.1%
-$1,035.3 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$10,507.58 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$2,876.1 
DSL DoubleLine Income Solutions Fund
-0.05%
-$527.43 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.03%
-$966.08 Events
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Dividends
Dividend Analysis
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| Trades 1158 | Longs Won 571/1158 49% | Profit Factor 1.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $167,930.16 |
| Average Win $87,320.11 | Best Trade (Jul 10) $2.08M | Sharpe Ratio -8.89 |
| Average Loss -$58,191.7 | Worst Trade (Jul 14) -$1.09M | Z-Score -10.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $13,558.94 |
| 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 | 2,151 | 1,935 | 1,720 | 1,505 | 1,290 | 1,075 | 860 | 645 | 430 | 215 |
Hover over the desired column for a detailed explanation.
Returns
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