Chad Tobin Portfolio
Invests via Slagle Financial, LLC | Managed by Chad A. Slagle, Chad A. Tobin
Invests via Slagle Financial, LLC
Managed by Chad A. Slagle, Chad A. Tobin
Automatically Tracked
Chad Tobin Profile
Seasoned growth-stage investor and operating executive with experience across technology and healthcare investing, portfolio company operations, and capital raising. Chad Tobin brings a background blending corporate development, venture capital and hands-on operational leadership, often focusing on revenue scaling, go-to-market execution and M&A. Known for structuring growth equity investments and board-level oversight, works with founders and LPs to align strategic plans and exit pathways. Active in North American middle-market transactions.
Seasoned growth-stage investor and operating executive with experience across technology and healthcare investing, portfolio company operations, and capital raising. Chad Tobin brings a background blending corporate development, venture capital and hands-on operational leadership, often focusing on revenue scaling, go-to-market execution and M&A. Known for structuring growth equity investments and board-level oversight, works with founders and LPs to align strategic plans and exit pathways. Active in North American middle-market transactions.
Investment Philosophy & Strategy
Focuses on growth‑equity investments in North American middle‑market technology and healthcare companies, prioritizing revenue scaling, repeatable go‑to‑market models and strategic M&A to accelerate exits. Capital allocation favors lead or syndicate positions that provide board seats and operational influence; horizon is multi‑year, value‑creation driven. Underwrites companies by pairing revenue and unit economics momentum with disciplined downside protections. Investment edge derives from hands‑on operating experience, rigorous commercial KPIs and founder/LP alignment.
Focuses on growth‑equity investments in North American middle‑market technology and healthcare companies, prioritizing revenue scaling, repeatable go‑to‑market models and strategic M&A to accelerate exits. Capital allocation favors lead or syndicate positions that provide board seats and operational influence; horizon is multi‑year, value‑creation driven. Underwrites companies by pairing revenue and unit economics momentum with disciplined downside protections. Investment edge derives from hands‑on operating experience, rigorous commercial KPIs and founder/LP alignment.
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:
63.99%
Gain +0.4%
Monthly
1.18%
Yearly
15.17%
Drawdown
12.35%
$343.88M
Equity
Holdings
$343.88M
Investment
$273.62M
$123.96M
Profit +$1.31M
Realized
$53.71M
Unrealized
$70.25M
Dividends
$23.82M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$1.31M
Win %
72%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1.34M
Win %
72%
This Month
Compared to last month
Gain
2.2%
Profit
$7.41M
Win %
72%
This Year
Compared to last year
Gain
2.98%
Profit
$9.95M
Win %
72%
ACN Accenture plc Class A
+2.35%
+$122,859.88 
USB U.S. Bancorp
+1.59%
+$68,514.81 
CVX Chevron Corporation
+1.57%
+$13,973.54 
TFC Truist Financial Corporation
+1.39%
+$50,501.57 
WFC Wells Fargo & Company
+1.35%
+$49,109.06 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$4,309.38 
OKE ONEOK, Inc.
+1.31%
+$2,764.37 
F Ford Motor Company
+1.3%
+$37,392.16 
BBY Best Buy Co., Inc.
+1.3%
+$72,905.98 
AAPL Apple Inc.
+1.26%
+$254,335.1 
NKE Nike, Inc. - Class B
+1.21%
+$34,617.15 
PM Philip Morris International Inc.
+1.19%
+$73,190.65 
VDE Vanguard Energy ETF
+1.17%
+$3,253.8 
MO Altria Group, Inc.
+1.17%
+$58,756.92 
JPM JPMorgan Chase & Co.
+1.15%
+$76,357.05 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$67,449.91 
TSLA Tesla, Inc.
+1.04%
+$4,644.64 
LMT Lockheed Martin Corporation
+1.02%
+$2,414.35 
HPQ HP Inc.
+0.94%
+$38,197.35 
KO The Coca-Cola Company
+0.94%
+$85,008.74 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$2,531.2 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.87%
+$15,342.79 
C Citigroup Inc.
+0.82%
+$30,937.31 
PFE Pfizer Inc.
+0.8%
+$2,158.47 
TJX The TJX Companies, Inc.
+0.79%
+$43,991.46 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$21,864.75 
V Visa Inc. Class A
+0.74%
+$2,165.3 
LLY Eli Lilly and Company
+0.73%
+$3,793.41 
ABT Abbott Laboratories
+0.73%
+$2,732.58 
WMT Walmart Inc.
+0.73%
+$17,017.68 
BA Boeing Company
+0.71%
+$1,542.34 
MRK Merck & Co., Inc.
+0.71%
+$1,813.83 
IBM International Business Machines Corporation
+0.7%
+$2,166.47 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$20,423.92 
JNJ Johnson & Johnson
+0.7%
+$28,436.82 
RITM Rithm Capital Corp.
+0.69%
+$620.46 
T AT&T Inc.
+0.68%
+$3,180.8 
CM Canadian Imperial Bank of Commerce
+0.66%
+$1,804.39 
MUSI American Century Multisector Income ETF
+0.65%
+$1,699.38 
PEP PepsiCo, Inc.
+0.64%
+$28,577 
PG Procter & Gamble Co
+0.64%
+$42,222.92 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$1,836.8 
MSFT Microsoft Corp.
+0.62%
+$90,051.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.62%
+$1,903.61 
NSC Norfolk Southern Corporation
+0.6%
+$2,632.58 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$1,686.23 
ES Eversource Energy
+0.55%
+$17,150.76 
MCD McDonald's Corporation
+0.54%
+$21,385.32 
MTN Vail Resorts, Inc.
+0.52%
+$24,482.82 
COST Costco Wholesale Corporation
+0.49%
+$1,720.74 
NLY Annaly Capital Management, Inc.
+0.49%
+$15,967.35 
PLD Prologis Inc.
+0.48%
+$14,690.02 
LOW Lowe's Companies Inc.
+0.46%
+$27,704.7 
AVUV Avantis U.S. Small Cap Value ETF
+0.43%
+$3,203.27 
AEE Ameren Corporation
+0.42%
+$1,622.12 
SWKS Skyworks Solutions Inc.
+0.42%
+$12,506.75 
AMGN Amgen Inc.
+0.4%
+$15,876.02 
AEP American Electric Power Company, Inc.
+0.4%
+$11,655.27 
FDVV Fidelity High Dividend ETF
+0.39%
+$15,954.72 
SBUX Starbucks Corporation
+0.38%
+$14,600.2 
VTV Vanguard Value ETF
+0.37%
+$1,188.18 
KHC The Kraft Heinz Company
+0.35%
+$18,225 
EXC Exelon Corporation
+0.33%
+$12,062.82 
BAC Bank of America Corporation
+0.29%
+$12,531 
RTX RTX Corporation
+0.26%
+$510.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.25%
+$1,085.05 
SPG Simon Property Group, Inc.
+0.22%
+$7,060.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.21%
+$2,740.2 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.2%
+$2,168.2 
VNQ Vanguard Real Estate ETF
+0.2%
+$654.3 
JEPI JPMorgan Equity Premium Income Fund
+0.19%
+$8,958.73 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$411.9 
NEE NextEra Energy, Inc.
+0.17%
+$5,571.8 
DUK Duke Energy Corporation
+0.16%
+$7,868.64 
SO The Southern Company
+0.16%
+$739.21 
HD The Home Depot, Inc.
+0.16%
+$836.52 
O Realty Income Corporation
+0.15%
+$5,137.06 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$1,248.77 
META Meta Platforms Inc Class A
+0.13%
+$627 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.13%
+$1,047.33 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$17,985.66 
IVV iShares Core S&P 500 ETF
+0.12%
+$917.13 
VOO Vanguard S&P 500 ETF
+0.09%
+$2,422.59 
ABBV AbbVie Inc.
+0.06%
+$916.61 
AMT American Tower Corporation
+0.06%
+$2,615.56 
CSCO Cisco Systems, Inc.
+0.03%
+$1,664.07 
EIX Edison International
+0.02%
+$549.85 
AMZN Amazon.com Inc
+0.01%
+$130.98 
AES AES Corporation
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
MU Micron Technology, Inc.
-3.32%
-$17,630.09 
QCOM QUALCOMM Incorporated
-2.68%
-$5,863.69 
STX Seagate Technology Holdings plc
-2.41%
-$5,519.5 
AMD Advanced Micro Devices, Inc.
-2.25%
-$14,269.18 
SPCX Space Exploration Technologies Corp. Class A
-2.23%
-$4,736.61 
AVGO Broadcom Inc.
-1.98%
-$117,274.84 
AMAT Applied Materials, Inc.
-1.8%
-$9,767.89 
INTC Intel Corporation
-1.59%
-$4,515.92 
FDG American Century Focused Dynamic Growth ETF
-0.84%
-$40,307.08 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$2,731.32 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$17,263.2 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-0.66%
-$1,541.47 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$4,494.96 
VGT Vanguard Information Technology ETF
-0.44%
-$3,401.46 
NVDA NVIDIA Corporation
-0.43%
-$87,428.37 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$1,607.77 
PRU Prudential Financial, Inc.
-0.38%
-$17,146.8 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$5,700.24 
GLD SPDR Gold Shares
-0.36%
-$960.48 
GILD Gilead Sciences Inc.
-0.34%
-$925.91 
TLT iShares 20+ Year Treasury Bond ETF
-0.33%
-$2,471.66 
IWY iShares Russell Top 200 Growth ETF
-0.29%
-$736.95 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.28%
-$8,032.58 
CAT Caterpillar Inc.
-0.28%
-$554.14 
OHI Omega Healthcare Investors Inc.
-0.26%
-$6,875.64 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.23%
-$11,859.8 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$7,156.62 
GOOGL Alphabet Inc
-0.17%
-$5,261.62 
FBND Fidelity Total Bond ETF
-0.14%
-$2,345.94 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.13%
-$358.87 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.08%
-$723 
FLCB Franklin U.S. Core Bond ETF
-0.07%
-$636.21 
GOOG Alphabet Inc
-0.07%
-$198.25 
VUG Vanguard Growth ETF
-0.03%
-$194.49 
ORI Old Republic International Corp.
-0.03%
-$1,197.04 
DELL Dell Technologies Inc.
-0.01%
-$734 Events
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Dividends
Dividend Analysis
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| Trades 1466 | Longs Won 1042/1466 71% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $428,911.12 |
| Average Win $138,115.63 | Best Trade (Oct 14) $10.49M | Sharpe Ratio -12.61 |
| Average Loss -$47,062.19 | Worst Trade (Oct 14) -$1.06M | Z-Score 8.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 1d | Expectancy $84,558.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,079 | $11.93M | $20.46M | - | $8.53M | 71.56% | +1.259% |
| ABBV AbbVie Inc. | 5,092 | $806,521.58 | $1.44M | - | $637,467.78 | 79.04% | +0.064% |
| ABT Abbott Laboratories | 3,572 | $391,838.1 | $376,649.54 | - | -$15,188.56 | -3.88% | +0.731% |
| ACN Accenture plc Class A | 23,203 | $2.89M | $5.34M | - | $2.45M | 85% | +2.354% |
| AEE Ameren Corporation | 3,729 | $289,770.09 | $388,505.86 | - | $98,735.77 | 34.07% | +0.419% |
| AEP American Electric Power Company, Inc. | 23,546 | $3.22M | $2.94M | - | -$283,144.39 | -8.79% | +0.398% |
| AES AES Corporation | 182,294 | $2.05M | $2.73M | - | $680,902.32 | 33.28% | 0.0 |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 5,054 | $194,003.33 | $232,610.35 | - | $38,607.02 | 19.9% | -0.658% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 4,282 | $365,297 | $365,297 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 1,262 | $249,709.21 | $532,904.74 | - | $283,195.53 | 113.41% | -1.8% |
| AMD Advanced Micro Devices, Inc. | 1,128 | $182,918.24 | $619,926.24 | - | $437,008 | 238.91% | -2.25% |
| AMGN Amgen Inc. | 9,098 | $2.65M | $3.96M | - | $1.31M | 49.45% | +0.402% |
| AMT American Tower Corporation | 22,744 | $3.72M | $4.13M | - | $407,170.4 | 10.94% | +0.063% |
| AMZN Amazon.com Inc | 5,237 | $887,509.91 | $1.33M | - | $446,799.13 | 50.34% | +0.01% |
| AVEM Avantis Emerging Markets Equity ETF | 27,844 | $2.04M | $2.52M | - | $478,264.07 | 23.46% | -0.681% |
| AVGO Broadcom Inc. | 17,221 | $3.9M | $5.81M | - | $1.91M | 49.04% | -1.978% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,172 | $541,440.74 | $746,558.95 | - | $205,118.21 | 37.88% | +0.431% |
| BA Boeing Company | 1,151 | $272,719.48 | $218,770.57 | - | -$53,948.91 | -19.78% | +0.71% |
| BAC Bank of America Corporation | 83,540 | $3.13M | $4.33M | - | $1.2M | 38.46% | +0.29% |
| BBY Best Buy Co., Inc. | 59,759 | $4.53M | $5.7M | - | $1.17M | 25.71% | +1.296% |
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FAQ
Which stocks have generated the highest profits for Chad Tobin?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.17M, Exxon Mobil Corporation - $4.41M, American Century Focused Dynamic Growth ETF - $3.24M, Microsoft Corp - $2.94M, and JPMorgan Chase & Co - $2.69M. 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: United Parcel Service, Inc - $1.04M, Intel Corporation - $598,720.04, Crown Castle Inc - $572,360.88, TPG Inc - $570,512.13, and Apple Inc - $458,243.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad Tobin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.82M earned over time. The largest contributors to dividend income include Altria Group, Inc - $1.06M, Annaly Capital Management, Inc - $842,242, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $795,888.58, Exxon Mobil Corporation - $580,076.05, and PepsiCo, Inc - $550,160.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad Tobin's monthly returns?
Chad Tobin's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chad Tobin's strategy be considered aggressive or moderate?
Chad Tobin'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 Chad Tobin's strategy?
Chad Tobin'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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