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:
19.32%
Gain
Monthly
0.51%
Yearly
6.28%
Drawdown
23.85%
$339.3M
Equity
Holdings
$339.3M
Investment
$260.02M
$118.49M
Profit +$511,232.44
Realized
$39.21M
Unrealized
$79.28M
Dividends
$22.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$511,232.44
Win %
79%
This Week
Compared To Last Week
Gain
0.04%
Profit
$124,170.75
Win %
79%
This Month
Compared to last month
Gain
1.93%
Profit
$6.42M
Win %
79%
This Year
Compared to last year
Gain
10.1%
Profit
$31.13M
Win %
80%
ABT Abbott Laboratories
+10.41%
+$33,230.33 
PLD Prologis Inc.
+3.6%
+$118,700.64 
MRK Merck & Co., Inc.
+3.39%
+$7,261.55 
UNP Union Pacific Corporation
+3.3%
+$74,979.52 
OHI Omega Healthcare Investors Inc.
+3.2%
+$84,328.29 
ABBV AbbVie Inc.
+3.17%
+$39,412.08 
PM Philip Morris International Inc.
+2.98%
+$121,172.59 
O Realty Income Corporation
+2.91%
+$106,688.72 
VZ Verizon Communications Inc.
+2.81%
+$5,650.24 
AMGN Amgen Inc.
+2.79%
+$86,426.34 
NSC Norfolk Southern Corporation
+2.77%
+$12,369.06 
PEP PepsiCo, Inc.
+2.54%
+$142,546.72 
T AT&T Inc.
+2.5%
+$10,634.73 
SPG Simon Property Group, Inc.
+2.5%
+$83,249.58 
KO The Coca-Cola Company
+2.33%
+$184,984.8 
MO Altria Group, Inc.
+2.27%
+$143,566.4 
COST Costco Wholesale Corporation
+2.21%
+$7,245.92 
OKE ONEOK, Inc.
+2.05%
+$4,299.13 
HSY The Hershey Company
+1.97%
+$94,543.7 
WMT Walmart Inc.
+1.88%
+$39,851.46 
V Visa Inc. Class A
+1.79%
+$92,030.41 
LLY Eli Lilly and Company
+1.72%
+$8,298.3 
VNOM Viper Energy Inc. Class A Common Stock
+1.66%
+$29,134.08 
CVX Chevron Corporation
+1.61%
+$93,203.48 
PG Procter & Gamble Co
+1.59%
+$7,158.07 
HD The Home Depot, Inc.
+1.59%
+$48,865.05 
EIX Edison International
+1.58%
+$64,263.78 
XOM Exxon Mobil Corporation
+1.49%
+$99,373 
CVS CVS Health Corporation
+1.41%
+$33,894.52 
USB U.S. Bancorp
+1.36%
+$62,507.34 
RITM Rithm Capital Corp.
+1.35%
+$1,267.12 
PFE Pfizer Inc.
+1.33%
+$27,733.53 
AVUV Avantis U.S. Small Cap Value ETF
+1.28%
+$9,815.63 
VDE Vanguard Energy ETF
+1.23%
+$2,955.68 
DUK Duke Energy Corporation
+1.23%
+$2,429.32 
EOG EOG Resources, Inc.
+1.22%
+$48,153.55 
IBM International Business Machines Corporation
+1.21%
+$39,458.85 
CHRD Chord Energy Corp
+1.17%
+$50,231.52 
GILD Gilead Sciences Inc.
+1.12%
+$2,623.97 
MSFT Microsoft Corp.
+1.11%
+$83,721.88 
NLY Annaly Capital Management, Inc.
+1.08%
+$41,993.25 
JNJ Johnson & Johnson
+1.05%
+$39,152.01 
SO The Southern Company
+1.04%
+$34,280.96 
DVN Devon Energy Corporation
+1%
+$39,039.27 
AFG American Financial Group Inc.
+0.99%
+$20,987.03 
AAPL Apple Inc.
+0.97%
+$179,415.66 
D Dominion Energy, Inc.
+0.9%
+$35,703.04 
AEE Ameren Corporation
+0.88%
+$3,771.04 
FANG Diamondback Energy Inc
+0.83%
+$21,251.68 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,682.87 
WFC Wells Fargo & Company
+0.73%
+$35,669.22 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.67%
+$18,483.62 
LMT Lockheed Martin Corporation
+0.56%
+$20,547.85 
AMZN Amazon.com Inc
+0.52%
+$6,827.04 
BX Blackstone Inc.
+0.47%
+$13,701.6 
FDVV Fidelity High Dividend ETF
+0.42%
+$16,295.11 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$996.08 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$14,949.81 
VTV Vanguard Value ETF
+0.34%
+$1,073.25 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$19,947.4 
CM Canadian Imperial Bank of Commerce
+0.28%
+$852.38 
CME CME Group Inc.
+0.25%
+$8,706.66 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.19%
+$1,699.2 
NEE NextEra Energy, Inc.
+0.1%
+$3,746.25 
GOOGL Alphabet Inc
+0.1%
+$2,935.95 
GOOG Alphabet Inc
+0.1%
+$289.08 
SCMC Sterling Capital Multi-Strategy Income ETF
+0.05%
+$432.56 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$70.73 
SHV iShares Short Treasury Bond ETF
+0.01%
+$30.46 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$21.01 
AES AES Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.46%
-$32,767.45 
MCHP Microchip Technology Incorporated
-4.8%
-$311,650.92 
AVGO Broadcom Inc.
-3.58%
-$295,291.56 
CSCO Cisco Systems, Inc.
-3.35%
-$258,946.38 
DELL Dell Technologies Inc.
-3.31%
-$292,652.12 
NVDA NVIDIA Corporation
-2.77%
-$547,151.55 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$16,150.16 
AMAT Applied Materials, Inc.
-2.33%
-$16,689.33 
VGT Vanguard Information Technology ETF
-2.16%
-$15,865.92 
AGEM Abrdn Emerging Market Dividend Allocator ETF
-1.99%
-$5,221.03 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$8,052.61 
C Citigroup Inc.
-1.86%
-$71,805.48 
GLD SPDR Gold Shares
-1.73%
-$5,947.75 
FDG American Century Focused Dynamic Growth ETF
-1.66%
-$62,044.14 
IAUM iShares Gold Trust Micro
-1.66%
-$6,172.71 
AVEM Avantis Emerging Markets Equity ETF
-1.59%
-$34,307.08 
IWY iShares Russell Top 200 Growth ETF
-1.53%
-$3,920.54 
META Meta Platforms Inc Class A
-1.52%
-$6,149.41 
TSLA Tesla, Inc.
-1.47%
-$6,999.58 
QQQM Invesco NASDAQ 100 ETF
-1.42%
-$5,052.61 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$21,096.65 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.25%
-$29,530.5 
RTX RTX Corporation
-1.08%
-$2,204.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$3,382.44 
TPG TPG Inc.
-0.99%
-$26,871.24 
VUG Vanguard Growth ETF
-0.94%
-$4,851 
BA Boeing Company
-0.94%
-$2,274.6 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$20,117.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$2,245.76 
CCI Crown Castle Inc.
-0.64%
-$15,462.69 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.64%
-$13,270.12 
JPM JPMorgan Chase & Co.
-0.54%
-$44,486.37 
IVV iShares Core S&P 500 ETF
-0.38%
-$3,128.25 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$3,182.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$56,149.68 
VOO Vanguard S&P 500 ETF
-0.38%
-$10,406.47 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.36%
-$3,948.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,097.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$3,491.72 
TLT iShares 20+ Year Treasury Bond ETF
-0.26%
-$1,833.21 
MUSI American Century Multisector Income ETF
-0.14%
-$369.96 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$3,202.62 
FBND Fidelity Total Bond ETF
-0.11%
-$1,965.85 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.09%
-$239.8 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$7,319.32 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.08%
-$191.73 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$3,142.49 
BAC Bank of America Corporation
-0.06%
-$2,813.23 
FLCB Franklin U.S. Core Bond ETF
-0.02%
-$205.18 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.01%
-$44.8 Events
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Dividends
Dividend Analysis
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| Trades 1341 | Longs Won 1003/1341 74% | Profit Factor 11.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $423,557.34 |
| Average Win $129,850.42 | Best Trade (Jul 15) $9.9M | Sharpe Ratio -13.49 |
| Average Loss -$34,762.76 | Worst Trade (Jul 10) -$805,013.04 | Z-Score 11.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $88,359.55 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
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Returns
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