Jeremy Sorci Portfolio

Invests via Premier Financial Group | Managed by Premier Financial Group, Inc.

Invests via Premier Financial Group

Managed by Premier Financial Group, Inc.

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:15 PM

Jeremy Sorci Profile

An investor focused on growth-stage technology, Jeremy Sorci has blended operating experience with venture and private-equity investments to source and scale software and marketplace businesses. Background includes leading revenue and strategy functions, supporting go-to-market expansion, and advising founders on product-market fit and capital strategy. Portfolio involvement emphasizes SaaS monetization, fintech infrastructure, and cross-border scaling; frequently active in follow-on rounds and board advisory roles.

Investment Philosophy & Strategy

Combines operating revenue leadership with growth-stage investing, targeting SaaS, fintech infrastructure and marketplaces where go-to-market expansion and monetization levers are clear. Prioritizes businesses with durable unit economics, repeatable sales motion and potential for cross-border scale. Capital deployment favors concentrated seed-to-growth stakes with active follow-on support and board-level engagement. Emphasizes metric-driven KPIs, pragmatic dilution management and outcome-oriented timelines of 3–7 years.

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:

0.38%

Gain

Monthly

0.03%

Yearly

0.37%

Drawdown

18.69%

$437.98M

Equity

Holdings

$437.98M

Investment

$354.03M

$85.34M

Profit +$939,429.3

Realized

$1.38M

Unrealized

$83.96M

Dividends

$6.49M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$939,429.3

Win %

76%

This Week

Compared To Last Week

Gain

0.37%

Profit

$1.62M

Win %

76%

This Month

Compared to last month

Gain

0.36%

Profit

$1.57M

Win %

76%

This Year

Compared to last year

Gain

10.78%

Profit

$42.56M

Win %

82%

Gainers
Losers

DFAT Dimensional US Targeted Value ETF

+1.47%

+$1.22M

IJR iShares Core S&P Small-Cap ETF

+0.76%

+$932.4

DFAS Dimensional U.S. Small Cap ETF

+0.57%

+$543,946.78

XLB Materials Select Sector SPDR Fund

+0.41%

+$11.07

VYM Vanguard High Dividend Yield ETF

+0.39%

+$25.46

DFLV Dimensional US Large Cap Value ETF

+0.21%

+$96,810.66

IWR iShares Russell Mid-Cap ETF

+0.2%

+$455.4

DFUV Dimensional US Marketwide Value ETF

+0.15%

+$48,867.94

DUHP Dimensional US High Profitability ETF

+0.07%

+$16,335.21

DFSU Dimensional US Sustainability Core 1 ETF

+0.03%

+$1,006.83

IWM iShares Russell 2000 ETF

+0.01%

+$9.82

46090E109

60935P104

60935P203

60935P302

60935P401

78643X400

MSSS

MSTU

MSTY YieldMax MSTR Option Income Strategy ETF

-3.94%

-$34.84

SGDM Sprott Gold Miners ETF

-3.73%

-$4,580

SLV iShares Silver Trust

-3.17%

-$23,044.22

XBI SPDR S&P Biotech ETF

-2.36%

-$1,690.02

PLTM GraniteShares Platinum Trust

-2.27%

-$648.61

DEXC Dimensional Emerging Markets ex China Core Equity ETF

-2.2%

-$4,004.32

GLD SPDR Gold Shares

-1.73%

-$32,664.4

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.66%

-$395,746

SPYG SPDR Portfolio S&P 500 Growth ETF

-1.2%

-$835.2

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-1%

-$856.26

BTC Grayscale Bitcoin Mini Trust ETF

-0.77%

-$32.78

SHLD Global X Defense Tech ETF

-0.66%

-$228

DFSI Dimensional International Sustainability Core 1 ETF

-0.59%

-$9,025.29

DFIV Dimensional International Value ETF

-0.53%

-$208,022.49

DIHP Dimensional International High Profitability Portfolio

-0.47%

-$102,670.88

DFUS Dimensional U.S. Equity Market ETF

-0.41%

-$128,621.32

VOTE TCW Transform 500 ETF

-0.4%

-$2,897.22

IVV iShares Core S&P 500 ETF

-0.38%

-$2,773.23

SPY SPDR S&P 500 ETF Trust

-0.38%

-$2,148.48

VOO Vanguard S&P 500 ETF

-0.38%

-$80.91

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.37%

-$11.78

VTI VANGUARD TOTAL STOCK MKT ETF

-0.34%

-$373.78

DISV Dimensional International Small Cap Equity Fund

-0.23%

-$70,055.57

SPAB SPDR Portfolio Aggregate Bond ETF

-0.14%

-$67.8

SPTI SPDR Portfolio Intermediate Term Treasury ETF

-0.05%

-$32.43

Events

Dividends

Dividend Analysis

No Data

Trades 157	Longs Won 100/157 63%	Profit Factor 1,842.12
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.42M
Average Win $853,831.77	Best Trade (Jul 16) $18.44M	Sharpe Ratio -174.27
Average Loss -$813.17	Worst Trade (Jul 16) -$25,126.75	Z-Score -2.96 (100%)
Commissions $0	Avg. Trade Length 6m 2w	Expectancy $543,546.66

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%	0.02%
Consecutive Losing Trades	500,000	450,000	400,000	350,000	300,000	250,000	200,000	150,000	100,000	50,000