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:
70.81%
Gain -0.53%
Monthly
1.59%
Yearly
20.81%
Drawdown
18.65%
$254.61M
Equity
Holdings
$254.61M
Investment
$163.34M
$124.64M
Profit -$1.06M
Realized
$33.37M
Unrealized
$91.27M
Dividends
$13.41M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.06M
Win %
84%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.64M
Win %
84%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.06M
Win %
84%
This Year
Compared to last year
Gain
2.12%
Profit
$5.3M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$697,065.41 
GOOG Alphabet Inc
+6.88%
+$29,769.12 
GOOGL Alphabet Inc
+6.73%
+$440,793.99 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$13,146.81 
TSEM Tower Semiconductor Ltd.
+4.03%
+$274,030.51 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$30,258.57 
META Meta Platforms Inc Class A
+3.28%
+$93,633.23 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$180,863.52 
MSFT Microsoft Corp.
+3.02%
+$134,347.58 
NVDA NVIDIA Corporation
+2.93%
+$189,886.28 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$13,807.88 
LMT Lockheed Martin Corporation
+1.5%
+$11,650.5 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$14,851.04 
PWR Quanta Services Inc.
+1.43%
+$67,798.71 
KLAC KLA Corporation
+1.38%
+$3,212.11 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$43,914.06 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$7,303.57 
EQT EQT Corporation
+1.1%
+$26,327.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$23,763.6 
OEF iShares S&P 100 ETF
+0.95%
+$2,075.99 
CNQ Canadian Natural Resources Limited
+0.85%
+$25,010.4 
MCD McDonald's Corporation
+0.82%
+$1,826.01 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7,648.75 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$6,939.94 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$39,142.41 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,905.93 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$1,849 
CAT Caterpillar Inc.
+0.7%
+$5,267.42 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$9,909.52 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,056.64 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,610.16 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$4,081.14 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,250.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,545.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$32,980 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,568.7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,315.36 
TDG TransDigm Group Inc.
+0.36%
+$11,094.47 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,823.05 
PHO Invesco Water Resources ETF
+0.27%
+$5,929.71 
JPM JPMorgan Chase & Co.
+0.27%
+$10,868.28 
VT Vanguard Total World Stock ETF
+0.26%
+$4,586.67 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$1,120 
MS Morgan Stanley
+0.17%
+$946.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2,289.9 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,010.76 
DIS The Walt Disney Company
+0.03%
+$107.4 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$487,433.08 
CLS Celestica Inc.
-6%
-$264,311.55 
LIN Linde plc
-5.95%
-$219,385.07 
LYV Live Nation Entertainment, Inc.
-5.14%
-$130,954.41 
SPOT Spotify Technology S.A.
-4.34%
-$141,619.43 
CSTM Constellium SE
-2.77%
-$135,728.32 
XLB Materials Select Sector SPDR Fund
-2.34%
-$5,856.4 
BA Boeing Company
-2.15%
-$21,967.35 
IBB iShares Biotechnology ETF
-1.87%
-$11,306.78 
EWA iShares MSCI Australia ETF
-1.61%
-$3,910.56 
GLD SPDR Gold Shares
-1.49%
-$11,633.38 
OMC Omnicom Group Inc.
-1.14%
-$37,350.04 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$38,042.16 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$21,295.37 
EWJ iShares MSCI Japan ETF
-0.96%
-$13,954.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$9,795.37 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$29,189.95 
SPGI S&P Global Inc.
-0.74%
-$20,102.43 
MA Mastercard Incorporated
-0.74%
-$22,172.27 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$32,522.13 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,467.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$33,381 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,663.2 
PM Philip Morris International Inc.
-0.61%
-$23,895.98 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$18,725.85 
SBUX Starbucks Corporation
-0.57%
-$2,578.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,995.15 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,054.16 
LLY Eli Lilly and Company
-0.53%
-$22,141.56 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$10,266.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$11,037.17 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,472.1 
IWM iShares Russell 2000 ETF
-0.47%
-$31,575.01 
PEP PepsiCo, Inc.
-0.46%
-$2,615.68 
VGK Vanguard FTSE Europe ETF
-0.44%
-$24,216.8 
HD The Home Depot, Inc.
-0.42%
-$2,734.17 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,664.48 
NAVN Navan, Inc.
-0.34%
-$18,148.5 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$682 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,808.3 
VTV Vanguard Value ETF
-0.27%
-$1,985.32 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$665 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$875 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$656.5 
HUBB Hubbell Inc.
-0.24%
-$494.76 
COST Costco Wholesale Corporation
-0.24%
-$5,688.53 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,908.74 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$14,109.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$468 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$910.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,061.76 
VFVA Vanguard U.S. Value Factor Fund
-0.14%
-$1,581.15 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$921.96 
MKC McCormick & Company, Incorporated
-0.12%
-$1,841.82 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,768.28 
JPIE JPMorgan Income ETF
-0.09%
-$868.2 
GBDC Golub Capital BDC, Inc.
-0.08%
-$183.45 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$174 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$3,286.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,685.68 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$106.5 
V Visa Inc. Class A
-0.04%
-$487.87 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$108.17 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$107.59 
UBER Uber Technologies, Inc.
-0.01%
-$249.5 Events
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Dividends
Dividend Analysis
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| Trades 1406 | Longs Won 1122/1406 79% | Profit Factor 18.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,057.25 |
| Average Win $117,545.26 | Best Trade (Aug 28) $6.91M | Sharpe Ratio -12.08 |
| Average Loss -$25,501.08 | Worst Trade (Dec 30) -$878,075.98 | Z-Score 31.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $88,651.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,879 | $2.95M | $6.14M | - | $3.19M | 108.24% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,500 | $339,150 | $340,795 | - | $1,645 | 0.49% | -0.256% |
| AMZN Amazon.com Inc | 19,320 | $1.99M | $5.25M | - | $3.26M | 163.82% | +15.321% |
| BA Boeing Company | 4,615 | $857,996.2 | $997,486.1 | - | $139,489.9 | 16.26% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 2,217 | $246,427.7 | $271,028.25 | - | $24,600.55 | 9.98% | +5.098% |
| BND Vanguard Total Bond Market Index Fund | 3,500 | $251,685.07 | $252,805 | - | $1,119.93 | 0.44% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 7,295 | $2.47M | $3.73M | - | $1.26M | 51.21% | +0.365% |
| CAT Caterpillar Inc. | 929 | $232,925.94 | $756,958.49 | - | $524,032.55 | 224.98% | +0.701% |
| CLS Celestica Inc. | 12,497 | $715,614.75 | $4.14M | - | $3.43M | 478.8% | -5.998% |
| CNQ Canadian Natural Resources Limited | 62,526 | $1.89M | $2.98M | - | $1.09M | 57.44% | +0.846% |
| COST Costco Wholesale Corporation | 2,495 | $1.3M | $2.37M | - | $1.07M | 82.66% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 32,068 | $2.7M | $6.12M | - | $3.42M | 126.57% | +3.045% |
| CSTM Constellium SE | 171,808 | $2.01M | $4.77M | - | $2.76M | 137.25% | -2.765% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 11,200 | $412,384.01 | $601,440 | - | $189,055.99 | 45.84% | +0.187% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 6,565 | $217,956.92 | $266,670.3 | - | $48,713.38 | 22.35% | -0.246% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 14,471 | $379,140 | $643,814.79 | - | $264,674.79 | 69.81% | +0.361% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 550 | $264,314 | $288,376.01 | - | $24,062.01 | 9.1% | +0.539% |
| DIS The Walt Disney Company | 3,580 | $398,826.61 | $344,360.2 | - | -$54,466.41 | -13.66% | +0.031% |
| DSI iShares MSCI KLD 400 Social ETF | 3,991 | $307,048.37 | $564,566.9 | - | $257,518.53 | 83.87% | +1.311% |
| EEM iShares MSCI Emerging Markets ETF | 13,880 | $653,513.2 | $889,569.14 | - | $236,055.94 | 36.12% | +0.786% |
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FAQ
Which stocks have generated the highest profits for Brandt Sakakeeny?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.16M, Celestica Inc - $5.06M, JPMorgan Ultra-Short Income ETF - $2M, Meta Platforms Inc Class A - $1.93M, and SPDR S&P 500 ETF Trust - $1.63M. 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: UnitedHealth Group Incorporated - $1.08M, The Estée Lauder Companies Inc. Class A - $943,057.87, WillScot Holdings Corporation - $607,518.92, Baker Hughes Company - $310,134.92, and Wynn Resorts, Limited - $216,505.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brandt Sakakeeny's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.41M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.94M, Vanguard Short-Term Treasury Fund - $738,337.66, New Mountain Finance Corporation - $615,642.42, TransDigm Group Inc - $535,220, and VANGUARD FTSE DEVELOPED MARKETS ETF - $462,455.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brandt Sakakeeny's monthly returns?
Brandt Sakakeeny'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 Brandt Sakakeeny's strategy be considered aggressive or moderate?
Brandt Sakakeeny'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 Brandt Sakakeeny's strategy?
Brandt Sakakeeny'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.
