TS
Thomas Stadum Portfolio
Invests via Fjell Capital LLC | Managed by Thomas Stadum
Invests via Fjell Capital LLC
Managed by Thomas Stadum
Automatically Tracked
Seasoned operator-turned-investor with a track record in early-stage technology companies, Thomas Stadum combines founder-level operating experience with active angel and seed investing. Focuses on SaaS, fintech and marketplace models, evaluating unit economics, go-to-market efficiency and founder-market fit. Regular advisor and board observer for startups scaling from seed to Series A; sources deals through European and Nordic networks and allocates across direct angel rounds and smaller syndicates. Investment style is hands-on, operationally oriented.
Seasoned operator-turned-investor with a track record in early-stage technology companies, Thomas Stadum combines founder-level operating experience with active angel and seed investing. Focuses on SaaS, fintech and marketplace models, evaluating unit economics, go-to-market efficiency and founder-market fit. Regular advisor and board observer for startups scaling from seed to Series A; sources deals through European and Nordic networks and allocates across direct angel rounds and smaller syndicates. Investment style is hands-on, operationally oriented.
Investment Philosophy & Strategy
Combines founder-level operating experience with selective angel and seed investing, prioritizing SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market engines. Prefers hands-on, operational partnerships with founders, taking board observer or advisory roles to de-risk execution. Allocates capital across direct seed rounds and small syndicates, biasing toward European/Nordic deal flow. Investment horizon is growth-oriented, seed to Series A, disciplined on unit economics and founder-market fit, and pragmatic about dilution and follow-on reserve.
Combines founder-level operating experience with selective angel and seed investing, prioritizing SaaS, fintech and marketplace businesses with clear unit economics and scalable go-to-market engines. Prefers hands-on, operational partnerships with founders, taking board observer or advisory roles to de-risk execution. Allocates capital across direct seed rounds and small syndicates, biasing toward European/Nordic deal flow. Investment horizon is growth-oriented, seed to Series A, disciplined on unit economics and founder-market fit, and pragmatic about dilution and follow-on reserve.
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:
28.46%
Gain +0.32%
Monthly
1.17%
Yearly
15.02%
Drawdown
16.07%
$179.64M
Equity
Holdings
$179.64M
Investment
$153.57M
$27.06M
Profit +$469,997.26
Realized
$993,079.35
Unrealized
$26.07M
Dividends
$4.07M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$469,997.26
Win %
65%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.15M
Win %
65%
This Month
Compared to last month
Gain
0.68%
Profit
$1.22M
Win %
65%
This Year
Compared to last year
Gain
-2.26%
Profit
-$2.71M
Win %
64%
MRSH Marsh & McLennan Companies, Inc.
+5.49%
+$43,884.4 
ADBE Adobe Inc.
+3.93%
+$8,292.04 
CRM Salesforce Inc
+3.59%
+$17,033.17 
LOW Lowe's Companies Inc.
+3.56%
+$10,494.44 
NFLX Netflix, Inc.
+3.48%
+$8,258.62 
HD The Home Depot, Inc.
+3.19%
+$26,271.95 
DHR Danaher Corporation
+3.14%
+$18,647.25 
WM Waste Management, Inc.
+3.07%
+$68,894.34 
CASY Casey's General Stores Inc.
+2.83%
+$46,044.43 
BX Blackstone Inc.
+2.45%
+$30,720.76 
XLV Health Care Select Sector SPDR Fund
+2.45%
+$6,398.5 
USB U.S. Bancorp
+1.96%
+$4,979.13 
ICE Intercontinental Exchange, Inc.
+1.83%
+$30,070.85 
GRPM Invesco S&P MidCap 400 GARP ETF
+1.74%
+$69,362.21 
KKR KKR & Co. Inc.
+1.57%
+$5,003.4 
BINV Brandes International Equity Fund
+1.55%
+$73,454.28 
XLC Communication Services Select Sector SPDR Fund
+1.37%
+$3,472.38 
DWLD Davis Select Worldwide ETF
+1.32%
+$171,370.45 
SDY SPDR S&P Dividend ETF
+1.3%
+$2,856.51 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.29%
+$9,037.44 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.29%
+$55,206.65 
XLF Financial Select Sector SPDR Fund
+1.14%
+$9,812.74 
VOX Vanguard Communication Services ETF
+1.09%
+$2,243.46 
MRK Merck & Co., Inc.
+1.06%
+$20,384.52 
XLP Consumer Staples Select Sector SPDR Fund
+1.05%
+$5,116.88 
MSFT Microsoft Corp.
+1.03%
+$68,878.12 
FTCA Franklin California Municipal Income ETF
+0.95%
+$4,761.77 
FLMI Franklin Dynamic Municipal Bond ETF
+0.9%
+$63,457.17 
CGHM Capital Group Municipal High-Income ETF
+0.85%
+$16,003.74 
NEE NextEra Energy, Inc.
+0.82%
+$12,893.55 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$11,077.07 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.74%
+$9,669.84 
VTV Vanguard Value ETF
+0.7%
+$31,352.88 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.65%
+$35,354.65 
UITB VictoryShares Core Intermediate Bond ETF
+0.63%
+$52,108.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$6,979.05 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$1,984.88 
COST Costco Wholesale Corporation
+0.61%
+$20,126.92 
UNP Union Pacific Corporation
+0.55%
+$3,638.76 
AAPL Apple Inc.
+0.55%
+$38,692.49 
IJH iShares Core S&P Mid-Cap ETF
+0.5%
+$4,156.92 
GTO Invesco Total Return Bond ETF
+0.49%
+$18,127.78 
DE Deere & Company
+0.48%
+$8,975.5 
IEFA iShares Core MSCI EAFE ETF
+0.47%
+$8,395.2 
VO Vanguard Mid-Cap ETF
+0.46%
+$2,828.39 
DNP DNP Select Income Fund Inc.
+0.41%
+$949.32 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$1,063.81 
GOOGL Alphabet Inc
+0.36%
+$22,214.82 
ARES Ares Management Corporation
+0.36%
+$4,125.6 
VBK Vanguard Small-Cap Growth ETF
+0.34%
+$737.58 
GOOG Alphabet Inc
+0.31%
+$2,522.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.23%
+$2,046.72 
CGGR Capital Group Growth ETF
+0.21%
+$6,875.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$867.44 
SO The Southern Company
+0.18%
+$955.36 
PSH PGIM Short Duration High Yield Fund
+0.16%
+$3,981.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$309.96 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$999.81 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$256.11 
VOO Vanguard S&P 500 ETF
+0.08%
+$800.26 
IVV iShares Core S&P 500 ETF
+0.06%
+$2,739.93 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$290.18 
RTX RTX Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
-3.92%
-$158,402.04 
AMAT Applied Materials, Inc.
-3.83%
-$27,083.84 
KLAC KLA Corporation
-3.48%
-$132,044.38 
CAT Caterpillar Inc.
-2.94%
-$16,603.06 
CRWD CrowdStrike Holdings, Inc.
-2.85%
-$32,245.13 
AVGO Broadcom Inc.
-1.98%
-$111,644.37 
NVDA NVIDIA Corporation
-1.7%
-$136,213.93 
KMI Kinder Morgan, Inc.
-1.42%
-$7,902.1 
SPMO Invesco S&P 500 Momentum ETF
-1.42%
-$10,314.63 
XLK State Street Technology Select Sector SPDR ETF
-1.29%
-$27,460.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$13,659.48 
VGT Vanguard Information Technology ETF
-1.08%
-$6,889.4 
CVX Chevron Corporation
-1.07%
-$21,652.26 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$2,776.32 
VUG Vanguard Growth ETF
-0.39%
-$24,839.5 
MU Micron Technology, Inc.
-0.27%
-$1,985.31 
XLI Industrial Select Sector SPDR Fund
-0.25%
-$1,467.04 
JPM JPMorgan Chase & Co.
-0.22%
-$5,905.7 
EPD Enterprise Products Partners L.P.
-0.14%
-$578.25 
AMZN Amazon.com Inc
-0.13%
-$6,709.48 
META Meta Platforms Inc Class A
-0.05%
-$1,881.51 Events
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Dividends
Dividend Analysis
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| Trades 483 | Longs Won 312/483 64% | Profit Factor 6.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,179.13 |
| Average Win $102,768.71 | Best Trade (Oct 14) $2.94M | Sharpe Ratio -14.43 |
| Average Loss -$29,235.66 | Worst Trade (Oct 14) -$448,885.25 | Z-Score 4.24 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $56,034.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,581 | $5.33M | $7.1M | - | $1.76M | 33.05% | +0.548% |
| ADBE Adobe Inc. | 877 | $210,427 | $219,368.39 | - | $8,941.39 | 4.25% | +3.928% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,930 | $1.13M | $1.14M | - | $10,338.65 | 0.92% | +0.617% |
| AMAT Applied Materials, Inc. | 1,582 | $524,849.26 | $679,484.82 | - | $154,635.56 | 29.46% | -3.833% |
| AMD Advanced Micro Devices, Inc. | 7,081 | $914,484.13 | $3.88M | - | $2.97M | 324.67% | -3.919% |
| AMZN Amazon.com Inc | 20,967 | $4.63M | $5.32M | - | $687,618.33 | 14.84% | -0.126% |
| ARES Ares Management Corporation | 10,314 | $1.64M | $1.16M | - | -$477,973.46 | -29.1% | +0.356% |
| ASML ASML Holding N.V. New York Registry Shares | 241 | $257,836.31 | $394,873.68 | - | $137,037.37 | 53.15% | -0.698% |
| AVGO Broadcom Inc. | 16,251 | $3.85M | $5.52M | - | $1.66M | 43.21% | -1.984% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 19,345 | $1.77M | $1.77M | - | -$2,998.53 | -0.17% | +0.016% |
| BINV Brandes International Equity Fund | 108,021 | $3.88M | $4.81M | - | $926,328.42 | 23.86% | +1.551% |
| BND Vanguard Total Bond Market Index Fund | 4,616 | $337,006.1 | $326,951.28 | - | -$10,054.82 | -2.98% | +0.611% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 14,992 | $1.38M | $1.32M | - | -$60,656.3 | -4.4% | +0.739% |
| BRK-B Berkshire Hathaway Inc. | 509 | $254,455.09 | $268,975.96 | - | $14,520.87 | 5.71% | +0.397% |
| BX Blackstone Inc. | 11,793 | $1.83M | $1.28M | - | -$541,912.67 | -29.69% | +2.453% |
| CASY Casey's General Stores Inc. | 2,492 | $1.63M | $1.67M | - | $45,978.78 | 2.82% | +2.827% |
| CAT Caterpillar Inc. | 754 | $616,676.15 | $548,127.84 | - | -$68,548.31 | -11.12% | -2.94% |
| CGGR Capital Group Growth ETF | 68,752 | $2.6M | $3.26M | - | $658,596.46 | 25.29% | +0.211% |
| CGHM Capital Group Municipal High-Income ETF | 78,067 | $1.97M | $1.9M | - | -$64,324.85 | -3.27% | +0.847% |
| COST Costco Wholesale Corporation | 3,377 | $3.1M | $3.34M | - | $231,659.45 | 7.46% | +0.607% |
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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 Stadum?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $790,483.01, Vanguard Mid-Cap ETF - $757,141.86, VictoryShares Core Intermediate Bond ETF - $490,209.4, Invesco Total Return Bond ETF - $385,023.13, and iShares Broad USD Investment Grade Corporate Bond ETF - $326,075.78. 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: Adobe Inc - $445,682.29, Chipotle Mexican Grill, Inc - $439,336.7, Salesforce Inc - $330,222.43, iShares Core S&P Small-Cap ETF - $235,508.42, and KKR & Co. Inc - $81,287.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Stadum's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.07M earned over time. The largest contributors to dividend income include VictoryShares Core Intermediate Bond ETF - $490,209.4, Invesco Total Return Bond ETF - $400,694.01, iShares Broad USD Investment Grade Corporate Bond ETF - $326,075.78, PGIM Short Duration High Yield Fund - $271,904.56, and PGIM Active High Yield Bond ETF - $255,040.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Stadum's monthly returns?
Thomas Stadum'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 Stadum's strategy be considered aggressive or moderate?
Thomas Stadum'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 Stadum's strategy?
Thomas Stadum'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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