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:
56.95%
Gain -0.26%
Monthly
1.22%
Yearly
15.72%
Drawdown
12.35%
$342.75M
Equity
Holdings
$342.75M
Investment
$273.62M
$122.83M
Profit -$805,139.86
Realized
$53.71M
Unrealized
$69.13M
Dividends
$22.06M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$805,139.86
Win %
76%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$3.69M
Win %
76%
This Month
Compared to last month
Gain
-0.23%
Profit
-$805,139.86
Win %
76%
This Year
Compared to last year
Gain
2.64%
Profit
$8.82M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$188,950.91 
GOOG Alphabet Inc
+6.88%
+$18,215.21 
GOOGL Alphabet Inc
+6.73%
+$200,387.46 
META Meta Platforms Inc Class A
+3.28%
+$11,792.55 
FDG American Century Focused Dynamic Growth ETF
+3.17%
+$141,383.16 
MSFT Microsoft Corp.
+3.02%
+$365,029.35 
NVDA NVIDIA Corporation
+2.93%
+$536,792.05 
CVX Chevron Corporation
+2.35%
+$18,387.36 
CSCO Cisco Systems, Inc.
+2.14%
+$134,789.67 
OKE ONEOK, Inc.
+1.95%
+$4,042.02 
ACN Accenture plc Class A
+1.61%
+$61,024.12 
HPQ HP Inc.
+1.53%
+$54,003.15 
LMT Lockheed Martin Corporation
+1.5%
+$3,823.09 
WFC Wells Fargo & Company
+1.19%
+$44,924.88 
AMAT Applied Materials, Inc.
+1.18%
+$7,445.83 
VUG Vanguard Growth ETF
+1.1%
+$6,029.19 
VDE Vanguard Energy ETF
+1.02%
+$2,528.24 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+0.94%
+$10,017.08 
IBM International Business Machines Corporation
+0.86%
+$2,515.44 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$2,020.12 
MCD McDonald's Corporation
+0.82%
+$35,642.36 
AEE Ameren Corporation
+0.79%
+$3,206.94 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+0.77%
+$1,839.66 
TSLA Tesla, Inc.
+0.76%
+$2,907.5 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,780.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,007.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,113.37 
CAT Caterpillar Inc.
+0.7%
+$1,525.23 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,475.44 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,217.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$96,468.54 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,270.72 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$7,672.56 
MO Altria Group, Inc.
+0.57%
+$26,645.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$15,592.83 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,309.82 
EXC Exelon Corporation
+0.53%
+$20,679.12 
STX Seagate Technology Holdings plc
+0.52%
+$1,477.4 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$1,284.6 
NSC Norfolk Southern Corporation
+0.46%
+$2,103.38 
OHI Omega Healthcare Investors Inc.
+0.46%
+$13,178.31 
PFE Pfizer Inc.
+0.4%
+$918.5 
RTX RTX Corporation
+0.39%
+$893.76 
AVGO Broadcom Inc.
+0.37%
+$24,798.24 
PG Procter & Gamble Co
+0.37%
+$22,378.19 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,041.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$878.72 
BAC Bank of America Corporation
+0.36%
+$18,378.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$15,474.17 
MRK Merck & Co., Inc.
+0.32%
+$722.03 
JPM JPMorgan Chase & Co.
+0.27%
+$18,643.02 
CM Canadian Imperial Bank of Commerce
+0.24%
+$678.16 
SO The Southern Company
+0.21%
+$1,019.6 
JNJ Johnson & Johnson
+0.21%
+$8,514.98 
USB U.S. Bancorp
+0.17%
+$8,281.88 
T AT&T Inc.
+0.17%
+$795.2 
DELL Dell Technologies Inc.
+0.14%
+$8,219.12 
RITM Rithm Capital Corp.
+0.1%
+$103.41 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,505.96 
C Citigroup Inc.
+0.1%
+$3,981.72 
WMT Walmart Inc.
+0.09%
+$1,978.84 
ABT Abbott Laboratories
+0.09%
+$321.48 
AEP American Electric Power Company, Inc.
+0.06%
+$1,648.22 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$246.88 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.45M 
EIX Edison International
-6.81%
-$294,719.6 
MU Micron Technology, Inc.
-5.9%
-$29,429.07 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$5,480.73 
ES Eversource Energy
-3.05%
-$107,192.25 
QCOM QUALCOMM Incorporated
-2.63%
-$4,899.73 
ABBV AbbVie Inc.
-2.51%
-$32,945.24 
MTN Vail Resorts, Inc.
-2.25%
-$105,938.55 
BA Boeing Company
-2.15%
-$5,478.75 
KHC The Kraft Heinz Company
-2.01%
-$119,250 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,422.74 
BBY Best Buy Co., Inc.
-1.78%
-$93,224.04 
NLY Annaly Capital Management, Inc.
-1.56%
-$63,869.4 
GLD SPDR Gold Shares
-1.49%
-$3,911.51 
NKE Nike, Inc. - Class B
-1.37%
-$44,617.66 
F Ford Motor Company
-1.21%
-$42,066.18 
TJX The TJX Companies, Inc.
-1.21%
-$74,090.49 
NEE NextEra Energy, Inc.
-1.15%
-$43,288.6 
AES AES Corporation
-1.15%
-$30,989.98 
LOW Lowe's Companies Inc.
-1.08%
-$69,877.47 
PLD Prologis Inc.
-1.08%
-$38,049.56 
INTC Intel Corporation
-1.02%
-$2,763.03 
KO The Coca-Cola Company
-1.02%
-$88,448.4 
O Realty Income Corporation
-0.87%
-$33,844.16 
GILD Gilead Sciences Inc.
-0.81%
-$1,869.27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$2,088.24 
DUK Duke Energy Corporation
-0.67%
-$33,895.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$5,129.85 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$12,025.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,080.67 
AMGN Amgen Inc.
-0.64%
-$22,563.13 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$18,366.39 
AMT American Tower Corporation
-0.63%
-$25,018.63 
PM Philip Morris International Inc.
-0.61%
-$36,440.45 
SBUX Starbucks Corporation
-0.57%
-$23,676 
PRU Prudential Financial, Inc.
-0.56%
-$26,889.22 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,962.9 
LLY Eli Lilly and Company
-0.53%
-$2,531.69 
SPG Simon Property Group, Inc.
-0.46%
-$16,788.3 
PEP PepsiCo, Inc.
-0.46%
-$22,304 
HD The Home Depot, Inc.
-0.42%
-$2,325.5 
ORI Old Republic International Corp.
-0.39%
-$20,349.68 
VGT Vanguard Information Technology ETF
-0.38%
-$2,708.57 
FDVV Fidelity High Dividend ETF
-0.35%
-$14,625.16 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$17,789.7 
TFC Truist Financial Corporation
-0.33%
-$13,310.36 
SWKS Skyworks Solutions Inc.
-0.32%
-$7,579.8 
FLCB Franklin U.S. Core Bond ETF
-0.31%
-$2,756.95 
FBND Fidelity Total Bond ETF
-0.27%
-$4,691.88 
VTV Vanguard Value ETF
-0.27%
-$854.9 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$2,327.4 
MUSI American Century Multisector Income ETF
-0.24%
-$654.58 
COST Costco Wholesale Corporation
-0.24%
-$813.95 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,377.46 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$6,223.15 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$478.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,641.75 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$7,100 
SCMC Sterling Capital Multi-Strategy Income ETF
-0.04%
-$397.65 
V Visa Inc. Class A
-0.04%
-$102.75 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$96.82 Events
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Dividends
Dividend Analysis
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| Trades 1466 | Longs Won 1061/1466 72% | Profit Factor 8.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,363.25 |
| Average Win $132,244.41 | Best Trade (Aug 28) $10.89M | Sharpe Ratio -12.74 |
| Average Loss -$43,157.67 | Worst Trade (Sep 01) -$1.13M | Z-Score 10.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $83,787.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,079 | $11.93M | $18.25M | - | $6.32M | 53.03% | -7.354% |
| ABBV AbbVie Inc. | 5,092 | $806,521.58 | $1.28M | - | $471,264.9 | 58.43% | -2.513% |
| ABT Abbott Laboratories | 3,572 | $391,838.1 | $377,560.4 | - | -$14,277.7 | -3.64% | +0.085% |
| ACN Accenture plc Class A | 23,203 | $2.89M | $3.85M | - | $962,460.76 | 33.33% | +1.611% |
| AEE Ameren Corporation | 3,729 | $289,770.09 | $408,735.69 | - | $118,965.6 | 41.06% | +0.791% |
| AEP American Electric Power Company, Inc. | 23,546 | $3.22M | $3.01M | - | -$210,975.9 | -6.55% | +0.055% |
| AES AES Corporation | 182,294 | $2.05M | $2.68M | - | $629,860 | 30.78% | -1.145% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 5,054 | $194,003.33 | $240,201.46 | - | $46,198.13 | 23.81% | +0.772% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 4,282 | $365,297 | $272,849.04 | - | -$92,447.96 | -25.31% | +0.473% |
| AMAT Applied Materials, Inc. | 1,262 | $249,709.21 | $640,679.55 | - | $390,970.34 | 156.57% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,128 | $182,918.24 | $537,097.19 | - | $354,178.95 | 193.63% | -1.904% |
| AMGN Amgen Inc. | 9,098 | $2.65M | $3.5M | - | $851,363.73 | 32.09% | -0.64% |
| AMT American Tower Corporation | 22,744 | $3.72M | $3.94M | - | $222,602.84 | 5.98% | -0.631% |
| AMZN Amazon.com Inc | 5,237 | $887,509.91 | $1.42M | - | $534,754.5 | 60.25% | +15.321% |
| AVEM Avantis Emerging Markets Equity ETF | 27,844 | $2.04M | $2.49M | - | $453,482.91 | 22.24% | +0.101% |
| AVGO Broadcom Inc. | 17,221 | $3.9M | $6.7M | - | $2.8M | 71.9% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,172 | $541,440.74 | $773,228.16 | - | $231,787.42 | 42.81% | +0.032% |
| BA Boeing Company | 1,151 | $272,719.48 | $248,777.14 | - | -$23,942.34 | -8.78% | -2.155% |
| BAC Bank of America Corporation | 83,540 | $3.13M | $5.18M | - | $2.05M | 65.44% | +0.356% |
| BBY Best Buy Co., Inc. | 59,759 | $4.53M | $5.15M | - | $620,298.34 | 13.68% | -1.776% |
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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 Chad Tobin?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.14M, Exxon Mobil Corporation - $4.41M, American Century Focused Dynamic Growth ETF - $3.24M, Microsoft Corp - $2.92M, and JPMorgan Chase & Co - $2.66M. 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 $22.06M earned over time. The largest contributors to dividend income include Altria Group, Inc - $988,932.6, AGNC Investment Corp. 10.1219% Perpetual Preferred Stock - $795,888.58, Annaly Capital Management, Inc - $709,180.75, Exxon Mobil Corporation - $580,076.05, and Chevron Corporation - $522,118.03. 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.
