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:
28.01%
Gain -1.02%
Monthly
1.24%
Yearly
15.95%
Drawdown
15.48%
$147.36M
Equity
Holdings
$147.36M
Investment
$121.15M
$26.49M
Profit -$1.2M
Realized
$282,984.15
Unrealized
$26.2M
Dividends
$3.75M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$1.2M
Win %
65%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$1.79M
Win %
65%
This Month
Compared to last month
Gain
-0.81%
Profit
-$1.2M
Win %
65%
This Year
Compared to last year
Gain
0.27%
Profit
$412,973.6
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$712,651.96 
GOOG Alphabet Inc
+6.88%
+$48,995.01 
GOOGL Alphabet Inc
+6.73%
+$390,191.55 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$22,810.48 
META Meta Platforms Inc Class A
+3.28%
+$78,340.04 
ARES Ares Management Corporation
+3.2%
+$39,243.41 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$20,619.84 
MSFT Microsoft Corp.
+3.02%
+$166,422.66 
NVDA NVIDIA Corporation
+2.93%
+$204,846.5 
CVX Chevron Corporation
+2.35%
+$39,744.36 
CRM Salesforce Inc
+1.83%
+$9,598.98 
KMI Kinder Morgan, Inc.
+1.64%
+$6,262.88 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,693.5 
KLAC KLA Corporation
+1.38%
+$49,356.98 
AMAT Applied Materials, Inc.
+1.18%
+$6,590.32 
VUG Vanguard Growth ETF
+1.1%
+$26,976.51 
UNP Union Pacific Corporation
+0.92%
+$5,964.8 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$5,003.95 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,349.55 
CAT Caterpillar Inc.
+0.7%
+$3,634.46 
CGGR Capital Group Growth ETF
+0.65%
+$19,732.18 
DWLD Davis Select Worldwide ETF
+0.61%
+$81,042.7 
KKR KKR & Co. Inc.
+0.45%
+$1,765.8 
CASY Casey's General Stores Inc.
+0.4%
+$6,405 
RTX RTX Corporation
+0.39%
+$6,577.2 
AVGO Broadcom Inc.
+0.37%
+$22,269.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$760.74 
MRK Merck & Co., Inc.
+0.32%
+$5,718 
JPM JPMorgan Chase & Co.
+0.27%
+$6,776.46 
SO The Southern Company
+0.21%
+$1,105.2 
USB U.S. Bancorp
+0.17%
+$495.65 
FTCA Franklin California Municipal Income ETF
+0.14%
+$815.22 
WM Waste Management, Inc.
+0.1%
+$2,003.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$798.15 
AAPL Apple Inc.
-7.35%
-$471,176.32 
MU Micron Technology, Inc.
-5.9%
-$41,820.25 
ICE Intercontinental Exchange, Inc.
-2.42%
-$36,497.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$68,653.35 
DNP DNP Select Income Fund Inc.
-1.74%
-$4,444.1 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,744.62 
NEE NextEra Energy, Inc.
-1.15%
-$19,293.02 
DE Deere & Company
-1.13%
-$20,073.57 
LOW Lowe's Companies Inc.
-1.08%
-$3,970.23 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$8,626.75 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$11,761.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,138.01 
DHR Danaher Corporation
-0.61%
-$3,516.45 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$9,452.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,410.36 
PSH PGIM Short Duration High Yield Fund
-0.42%
-$12,609.87 
HD The Home Depot, Inc.
-0.42%
-$4,327.13 
VGT Vanguard Information Technology ETF
-0.38%
-$2,249.76 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$4,241.4 
VTV Vanguard Value ETF
-0.27%
-$5,187.78 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$770.45 
BX Blackstone Inc.
-0.25%
-$3,647.44 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$20,860.41 
COST Costco Wholesale Corporation
-0.24%
-$7,669.82 
GTO Invesco Total Return Bond ETF
-0.22%
-$9,968.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,966.34 
EPD Enterprise Products Partners L.P.
-0.18%
-$714.01 
XLF Financial Select Sector SPDR Fund
-0.1%
-$967.08 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$5,418.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,380.96 
BINV Brandes International Equity Fund
-0.04%
-$2,039.52 
HYFI AB High Yield ETF
-0.03%
-$491.24 Events
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Dividends
Dividend Analysis
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| Trades 400 | Longs Won 261/400 65% | Profit Factor 8.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,107.19 |
| Average Win $115,278.43 | Best Trade (Aug 03) $2.96M | Sharpe Ratio -14.47 |
| Average Loss -$25,907 | Worst Trade (Dec 30) -$402,082.14 | Z-Score 3.66 (99.97%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $66,216.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,216 | $4.88M | $5.94M | - | $1.06M | 21.65% | -7.354% |
| AMAT Applied Materials, Inc. | 1,117 | $287,057.6 | $567,067.4 | - | $280,009.8 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,430 | $956,639.86 | $3.54M | - | $2.58M | 269.81% | -1.904% |
| AMZN Amazon.com Inc | 19,752 | $4.33M | $5.36M | - | $1.03M | 23.88% | +15.321% |
| ARES Ares Management Corporation | 9,885 | $1.59M | $1.27M | - | -$326,314.81 | -20.49% | +3.199% |
| ASML ASML Holding N.V. New York Registry Shares | 256 | $273,884.22 | $417,024 | - | $143,139.78 | 52.26% | -1.359% |
| AVGO Broadcom Inc. | 15,465 | $3.58M | $6.02M | - | $2.45M | 68.39% | +0.371% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 26,605 | $2.44M | $2.44M | - | -$556.54 | -0.02% | +0.033% |
| BINV Brandes International Equity Fund | 101,976 | $3.62M | $4.58M | - | $961,473.99 | 26.54% | -0.044% |
| BND Vanguard Total Bond Market Index Fund | 4,055 | $297,652 | $292,892.65 | - | -$4,759.35 | -1.6% | -0.262% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 14,138 | $1.3M | $1.28M | - | -$25,190.82 | -1.93% | -0.33% |
| BRK-B Berkshire Hathaway Inc. | 409 | $204,660 | $209,219.86 | - | $4,559.86 | 2.23% | +0.365% |
| BX Blackstone Inc. | 11,398 | $1.78M | $1.46M | - | -$324,796.34 | -18.24% | -0.25% |
| CASY Casey's General Stores Inc. | 1,830 | $1.23M | $1.59M | - | $367,877.16 | 30.01% | +0.403% |
| CAT Caterpillar Inc. | 641 | $525,054.13 | $522,293.21 | - | -$2,760.92 | -0.53% | +0.701% |
| CGGR Capital Group Growth ETF | 68,042 | $2.57M | $3.05M | - | $481,672.89 | 18.74% | +0.651% |
| CGHM Capital Group Municipal High-Income ETF | 67,520 | $1.71M | $1.71M | - | -$1,246.59 | -0.07% | -0.549% |
| COST Costco Wholesale Corporation | 3,364 | $3.09M | $3.2M | - | $109,312.17 | 3.53% | -0.239% |
| CRM Salesforce Inc | 2,900 | $928,966.85 | $533,658.01 | - | -$395,308.84 | -42.55% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 3,656 | $521,774.06 | $697,784.16 | - | $176,010.1 | 33.73% | +3.045% |
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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 Stadum?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $619,134.47, VictoryShares Core Intermediate Bond ETF - $460,110.03, Invesco Total Return Bond ETF - $396,888.31, KLA Corporation - $311,803.96, and iShares Broad USD Investment Grade Corporate Bond ETF - $303,911.94. 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 - $238,389.43, iShares Core S&P Small-Cap ETF - $235,508.42, and KKR & Co. Inc - $69,738.3. 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 $3.75M earned over time. The largest contributors to dividend income include VictoryShares Core Intermediate Bond ETF - $460,110.03, Invesco Total Return Bond ETF - $381,270.39, iShares Broad USD Investment Grade Corporate Bond ETF - $303,911.94, PGIM Short Duration High Yield Fund - $271,904.56, and PGIM Active High Yield Bond ETF - $255,042.8. 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.
