Brandt Sakakeeny Portfolio
Invests via Rockingstone Advisors LLC | Managed by Brandt Sakakeeny, Eric Katzman
Invests via Rockingstone Advisors LLC
Managed by Brandt Sakakeeny, Eric Katzman
Automatically Tracked
Brandt Sakakeeny Profile
Seasoned operator-turned-investor focused on scaling technology and consumer businesses through early-stage capital, board work and strategic advisory. Brandt Sakakeeny brings hands-on founding and executive experience to growth-company governance, capital raises and go-to-market execution, with an emphasis on product-led growth, monetization and customer acquisition strategies. Active as an angel and lead seed investor, often participating in series A rounds alongside institutional VCs and advising on talent, KPIs and exit readiness. Market-relevant strengths include network-driven deal sourcing and pragmatic operational support for scaling teams.
Seasoned operator-turned-investor focused on scaling technology and consumer businesses through early-stage capital, board work and strategic advisory. Brandt Sakakeeny brings hands-on founding and executive experience to growth-company governance, capital raises and go-to-market execution, with an emphasis on product-led growth, monetization and customer acquisition strategies. Active as an angel and lead seed investor, often participating in series A rounds alongside institutional VCs and advising on talent, KPIs and exit readiness. Market-relevant strengths include network-driven deal sourcing and pragmatic operational support for scaling teams.
Investment Philosophy & Strategy
Operates as a hands‑on early-stage investor prioritizing product-led consumer and SaaS businesses with clear monetization paths and scalable go‑to‑market engines. Prefers lead or active seed/A roles, deploying concentrated capital and advisory bandwidth to de-risk growth milestones—metrics-driven CAC/LTV, retention, and unit economics guide follow-on allocation. Time horizon is growth-to-exit (3–7 years) with pragmatic risk management via staged tranches, board oversight and operational KPIs. Competitive edge comes from founder empathy, networked deal sourcing and executional support on hiring, pricing and distribution.
Operates as a hands‑on early-stage investor prioritizing product-led consumer and SaaS businesses with clear monetization paths and scalable go‑to‑market engines. Prefers lead or active seed/A roles, deploying concentrated capital and advisory bandwidth to de-risk growth milestones—metrics-driven CAC/LTV, retention, and unit economics guide follow-on allocation. Time horizon is growth-to-exit (3–7 years) with pragmatic risk management via staged tranches, board oversight and operational KPIs. Competitive edge comes from founder empathy, networked deal sourcing and executional support on hiring, pricing and distribution.
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:
5.58%
Gain
Monthly
0.51%
Yearly
6.34%
Drawdown
37.38%
$248.18M
Equity
Holdings
$248.18M
Investment
$163.34M
$118.56M
Profit -$1.9M
Realized
$33.72M
Unrealized
$84.84M
Dividends
$13.24M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.9M
Win %
81%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$2.61M
Win %
81%
This Month
Compared to last month
Gain
-0.33%
Profit
-$815,623.05
Win %
81%
This Year
Compared to last year
Gain
-0.46%
Profit
-$1.14M
Win %
81%
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.18%
+$21,308.1 
CNQ Canadian Natural Resources Limited
+1.81%
+$48,457.65 
PM Philip Morris International Inc.
+0.87%
+$33,616.66 
GLD SPDR Gold Shares
+0.82%
+$6,230.7 
CAT Caterpillar Inc.
+0.75%
+$6,122.11 
EQT EQT Corporation
+0.7%
+$15,660.24 
LLY Eli Lilly and Company
+0.61%
+$25,681.32 
PWR Quanta Services Inc.
+0.34%
+$15,359.64 
BA Boeing Company
+0.29%
+$2,861.3 
HUBB Hubbell Inc.
+0.22%
+$455.7 
NAVN Navan, Inc.
+0.21%
+$11,171.41 
EWA iShares MSCI Australia ETF
+0.21%
+$488.82 
AAPL Apple Inc.
+0.2%
+$13,219.34 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$10,903.12 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.16%
+$7,531.48 
IEF iShares 7-10 Year Treasury Bond ETF
+0.16%
+$1,043.25 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$385 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$763.14 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$227.5 
IBB iShares Biotechnology ETF
+0.08%
+$477.75 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$75.5 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$107.6 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,248.47 
ISRG Intuitive Surgical, Inc.
-12.73%
-$325,778.61 
META Meta Platforms Inc Class A
-2.83%
-$99,432.4 
KLAC KLA Corporation
-2.79%
-$7,894.8 
OMC Omnicom Group Inc.
-2.78%
-$96,042.96 
SBUX Starbucks Corporation
-2.73%
-$12,719.12 
GOOGL Alphabet Inc
-2.57%
-$178,809.15 
GOOG Alphabet Inc
-2.56%
-$11,728.8 
EWX SPDR S&P Emerging Markets Small Cap ETF
-2.51%
-$17,722.1 
DIS The Walt Disney Company
-2.44%
-$8,699.4 
HD The Home Depot, Inc.
-2.35%
-$16,070.41 
GBDC Golub Capital BDC, Inc.
-2.1%
-$5,136.6 
MCD McDonald's Corporation
-2.1%
-$4,764.19 
MKC McCormick & Company, Incorporated
-2.02%
-$32,845.79 
NVDA NVIDIA Corporation
-1.98%
-$136,844.33 
PEP PepsiCo, Inc.
-1.89%
-$10,748.81 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$46,254.15 
V Visa Inc. Class A
-1.8%
-$22,861.6 
XLC Communication Services Select Sector SPDR Fund
-1.79%
-$16,802.36 
BABA Alibaba Group Holding Limited SP ADR
-1.67%
-$4,356.4 
EWJ iShares MSCI Japan ETF
-1.63%
-$23,257.5 
MA Mastercard Incorporated
-1.61%
-$46,483.47 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.54%
-$14,802.18 
SPGI S&P Global Inc.
-1.53%
-$45,835.93 
MSFT Microsoft Corp.
-1.49%
-$58,838.66 
UBER Uber Technologies, Inc.
-1.47%
-$27,175.54 
MS Morgan Stanley
-1.46%
-$8,373.36 
TDG TransDigm Group Inc.
-1.27%
-$38,967.28 
LIN Linde plc
-1.25%
-$47,378.75 
DSI iShares MSCI KLD 400 Social ETF
-1.22%
-$6,864.52 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$10,826.4 
QQQM Invesco NASDAQ 100 ETF
-1.19%
-$17,622.6 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$14,123.36 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.13%
-$4,011.53 
PHO Invesco Water Resources ETF
-1.11%
-$24,186.97 
DES WisdomTree U.S. SmallCap Dividend Fund
-1.05%
-$2,855.78 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.98%
-$5,713 
OEF iShares S&P 100 ETF
-0.96%
-$2,142.06 
CSTM Constellium SE
-0.95%
-$46,388.16 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$3,732.9 
XLP Consumer Staples Select Sector SPDR Fund
-0.92%
-$4,649.94 
VFVA Vanguard U.S. Value Factor Fund
-0.9%
-$10,011.49 
VOO Vanguard S&P 500 ETF
-0.87%
-$13,443.8 
IGV iShares Expanded Tech-Software Sector ETF
-0.86%
-$28,008.18 
IVV iShares Core S&P 500 ETF
-0.86%
-$3,881.09 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.86%
-$2,279 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$46,985.3 
AMZN Amazon.com Inc
-0.84%
-$40,572.19 
XLF Financial Select Sector SPDR Fund
-0.83%
-$21,684.86 
VT Vanguard Total World Stock ETF
-0.82%
-$14,319.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$51,000.17 
VPL Vanguard FTSE Pacific ETF
-0.8%
-$16,786.87 
COST Costco Wholesale Corporation
-0.8%
-$18,887.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$1,729 
CLS Celestica Inc.
-0.77%
-$29,243.1 
XLB Materials Select Sector SPDR Fund
-0.77%
-$1,887.6 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$4,789.9 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$48,641.61 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.73%
-$4,366.88 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.7%
-$1,574.7 
JEPI JPMorgan Equity Premium Income Fund
-0.7%
-$3,838 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.65%
-$1,889.25 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$1,573 
IWM iShares Russell 2000 ETF
-0.61%
-$41,115.96 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$7,075.35 
XLU Utilities Select Sector SPDR Fund
-0.56%
-$2,029.8 
EFA iShares MSCI EAFE ETF
-0.56%
-$1,461.6 
LMT Lockheed Martin Corporation
-0.56%
-$3,867.75 
SPLV Invesco S&P 500 Low Volatility ETF
-0.53%
-$2,488.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.46%
-$23,082.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.43%
-$13,314.7 
VO Vanguard Mid-Cap ETF
-0.43%
-$23,163.99 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$14,626.48 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.39%
-$4,534.87 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$10,101.32 
SPOT Spotify Technology S.A.
-0.33%
-$9,682.85 
VGK Vanguard FTSE Europe ETF
-0.32%
-$17,436.1 
XLV Health Care Select Sector SPDR Fund
-0.31%
-$9,652.5 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$5,730 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$6,247.5 
XLI Industrial Select Sector SPDR Fund
-0.29%
-$2,795.75 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$3,575.4 
JPM JPMorgan Chase & Co.
-0.29%
-$11,446.38 
VNQ Vanguard Real Estate ETF
-0.27%
-$1,008.06 
LYV Live Nation Entertainment, Inc.
-0.26%
-$6,526.89 
VTV Vanguard Value ETF
-0.25%
-$1,817.07 
IQLT iShares MSCI International Quality Factor ETF
-0.23%
-$8,187.43 
TSEM Tower Semiconductor Ltd.
-0.14%
-$10,948.34 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.1%
-$248.5 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$505.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.03%
-$212.76 
JPIE JPMorgan Income ETF
-0.01%
-$108.53 
VGSH Vanguard Short-Term Treasury Fund
0%
-$208.15 Events
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Dividends
Dividend Analysis
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| Trades 1406 | Longs Won 1093/1406 77% | Profit Factor 18.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,071.51 |
| Average Win $114,703.17 | Best Trade (Jul 15) $6.39M | Sharpe Ratio -12.08 |
| Average Loss -$21,764.24 | Worst Trade (Dec 30) -$878,075.98 | Z-Score 17.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $84,323.15 |
| 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 | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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Returns
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