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:
78.23%
Gain
Monthly
1.53%
Yearly
20.04%
Drawdown
18.68%
$249.94M
Equity
Holdings
$249.94M
Investment
$162.41M
$124.46M
Profit -$553.66
Realized
$34.34M
Unrealized
$90.12M
Dividends
$13.96M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$553.66
Win %
81%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$4.14M
Win %
81%
This Month
Compared to last month
Gain
0.54%
Profit
$1.34M
Win %
81%
This Year
Compared to last year
Gain
0.41%
Profit
$1.07M
Win %
81%
LMT Lockheed Martin Corporation
+3.65%
+$26,257.5 
CNQ Canadian Natural Resources Limited
+3.56%
+$114,322.6 
EQT EQT Corporation
+3.56%
+$84,861.23 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.82%
+$33,324.3 
PM Philip Morris International Inc.
+2.65%
+$107,568.8 
CVX Chevron Corporation
+2.58%
+$76,449.62 
PEP PepsiCo, Inc.
+2.42%
+$9,127.85 
MKC McCormick & Company, Incorporated
+1.4%
+$17,818.88 
XLU Utilities Select Sector SPDR Fund
+1.34%
+$4,457.6 
JPM JPMorgan Chase & Co.
+1.25%
+$48,172.43 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$47,125.7 
SPGI S&P Global Inc.
+1.14%
+$31,868.34 
COST Costco Wholesale Corporation
+1.14%
+$27,750 
XLP Consumer Staples Select Sector SPDR Fund
+1.08%
+$5,062.84 
LIN Linde plc
+1.06%
+$38,059.05 
SPLV Invesco S&P 500 Low Volatility ETF
+1.04%
+$4,673.9 
BA Boeing Company
+0.78%
+$6,997.44 
V Visa Inc. Class A
+0.71%
+$9,967.1 
NAVN Navan, Inc.
+0.71%
+$39,246.3 
XLB Materials Select Sector SPDR Fund
+0.71%
+$1,742.4 
SBUX Starbucks Corporation
+0.66%
+$2,762.88 
XLF Financial Select Sector SPDR Fund
+0.45%
+$11,744.5 
HD The Home Depot, Inc.
+0.45%
+$2,734.15 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.45%
+$5,260.45 
TDG TransDigm Group Inc.
+0.45%
+$12,678.6 
LLY Eli Lilly and Company
+0.43%
+$19,604.14 
AAPL Apple Inc.
+0.43%
+$28,935.74 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.36%
+$1,273.5 
VNQ Vanguard Real Estate ETF
+0.35%
+$1,217.28 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$3,195.9 
VYMI Vanguard International High Dividend Yield Index Fund
+0.26%
+$5,414.5 
EFV iShares MSCI EAFE Value ETF
+0.23%
+$4,351.5 
VTV Vanguard Value ETF
+0.2%
+$1,535.6 
MA Mastercard Incorporated
+0.18%
+$5,739.8 
VYM Vanguard High Dividend Yield ETF
+0.17%
+$4,753.56 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$3,896.9 
IQLT iShares MSCI International Quality Factor ETF
+0.1%
+$3,549.75 
VGK Vanguard FTSE Europe ETF
+0.09%
+$4,837.36 
FLOT iShares Floating Rate Bond ETF
+0.08%
+$670.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$625.45 
JPIE JPMorgan Income ETF
+0.04%
+$428.1 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$4,843.24 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$75.5 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$35 
CSTM Constellium SE
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.03%
-$535,895.74 
TSEM Tower Semiconductor Ltd.
-6.78%
-$430,937.1 
KLAC KLA Corporation
-5%
-$11,248.8 
IGV iShares Expanded Tech-Software Sector ETF
-4.8%
-$182,017.04 
META Meta Platforms Inc Class A
-3.72%
-$144,262.07 
CLS Celestica Inc.
-3.63%
-$139,808.24 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$209,140.36 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.8%
-$192,234.95 
IBB iShares Biotechnology ETF
-2.61%
-$17,262.7 
QQQM Invesco NASDAQ 100 ETF
-2.51%
-$37,898.49 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$31,322.2 
GOOGL Alphabet Inc
-2.47%
-$166,792.01 
GOOG Alphabet Inc
-2.32%
-$10,368 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.15%
-$12,706.5 
MSFT Microsoft Corp.
-1.93%
-$102,435.13 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$17,634.16 
AMZN Amazon.com Inc
-1.87%
-$92,296.4 
BABA Alibaba Group Holding Limited SP ADR
-1.82%
-$4,811.64 
EEM iShares MSCI Emerging Markets ETF
-1.74%
-$16,072.8 
IWM iShares Russell 2000 ETF
-1.69%
-$105,411.52 
PWR Quanta Services Inc.
-1.61%
-$73,878.3 
NVDA NVIDIA Corporation
-1.43%
-$102,157.4 
DSI iShares MSCI KLD 400 Social ETF
-1.39%
-$8,181.55 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$33,483.32 
UBER Uber Technologies, Inc.
-1.29%
-$23,133.4 
OEF iShares S&P 100 ETF
-1.25%
-$2,898 
GBDC Golub Capital BDC, Inc.
-1.22%
-$3,250.5 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-1.22%
-$3,203.2 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.19%
-$8,349.42 
LYV Live Nation Entertainment, Inc.
-1.16%
-$27,774 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$74,276.25 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$62,470.1 
VOO Vanguard S&P 500 ETF
-1.1%
-$17,313.48 
IVV iShares Core S&P 500 ETF
-1.09%
-$5,068.53 
PFF iShares Preferred and Income Securities ETF
-1.06%
-$9,427.72 
VPL Vanguard FTSE Pacific ETF
-1%
-$21,054 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.98%
-$6,048 
IWR iShares Russell Mid-Cap ETF
-0.98%
-$2,354 
VT Vanguard Total World Stock ETF
-0.94%
-$16,281.23 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$3,462.4 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.89%
-$1,914 
MS Morgan Stanley
-0.86%
-$4,101.24 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.84%
-$8,092.1 
CAT Caterpillar Inc.
-0.66%
-$4,069.92 
VO Vanguard Mid-Cap ETF
-0.61%
-$32,026.4 
EWJ iShares MSCI Japan ETF
-0.58%
-$8,599.25 
SPOT Spotify Technology S.A.
-0.55%
-$19,080.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$1,066 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.41%
-$1,050.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$1,081.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$2,019.6 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.31%
-$710 
EWA iShares MSCI Australia ETF
-0.28%
-$651.76 
ISRG Intuitive Surgical, Inc.
-0.27%
-$7,599.16 
XLV Health Care Select Sector SPDR Fund
-0.27%
-$9,233.76 
VFVA Vanguard U.S. Value Factor Fund
-0.25%
-$2,804.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$12,189 
JEPI JPMorgan Equity Premium Income Fund
-0.21%
-$1,151.4 
AGRO Adecoagro S.A.
-0.2%
-$343.6 
OMC Omnicom Group Inc.
-0.2%
-$1,280.64 
GLD SPDR Gold Shares
-0.18%
-$5,961.9 
PHO Invesco Water Resources ETF
-0.17%
-$3,707.94 
EFA iShares MSCI EAFE ETF
-0.12%
-$302.4 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$1,467.48 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$650.8 
XLI Industrial Select Sector SPDR Fund
-0.08%
-$685.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$90 Events
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Dividends
Dividend Analysis
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| Trades 1480 | Longs Won 1155/1480 78% | Profit Factor 16.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,403.01 |
| Average Win $114,789.93 | Best Trade (Oct 17) $6.41M | Sharpe Ratio -8.58 |
| Average Loss -$24,977.76 | Worst Trade (Dec 30) -$878,075.98 | Z-Score 19.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w | Expectancy $84,097.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,819 | $2.94M | $6.81M | - | $3.87M | 131.44% | +0.427% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,000 | $290,700 | $286,140 | - | -$4,560 | -1.57% | -0.031% |
| AGRO Adecoagro S.A. | 17,180 | $174,205 | $172,315.4 | - | -$1,889.6 | -1.08% | -0.199% |
| AMZN Amazon.com Inc | 19,390 | $2.01M | $4.85M | - | $2.84M | 141.62% | -1.868% |
| BA Boeing Company | 4,728 | $879,019.84 | $899,312.88 | - | $20,293.04 | 2.31% | +0.784% |
| BABA Alibaba Group Holding Limited SP ADR | 2,382 | $264,171.78 | $259,900.02 | - | -$4,271.76 | -1.62% | -1.818% |
| BND Vanguard Total Bond Market Index Fund | 3,500 | $251,685.07 | $247,870 | - | -$3,815.07 | -1.52% | +0.014% |
| BRK-B Berkshire Hathaway Inc. | 7,295 | $2.47M | $3.88M | - | $1.41M | 57.3% | +1.229% |
| CAT Caterpillar Inc. | 834 | $210,167.73 | $609,453.84 | - | $399,286.11 | 189.98% | -0.663% |
| CLS Celestica Inc. | 12,221 | $699,791.66 | $3.71M | - | $3.01M | 430.57% | -3.629% |
| CNQ Canadian Natural Resources Limited | 61,796 | $1.87M | $3.32M | - | $1.45M | 77.48% | +3.561% |
| COST Costco Wholesale Corporation | 2,500 | $1.3M | $2.47M | - | $1.17M | 89.52% | +1.135% |
| CRWD CrowdStrike Holdings, Inc. | 31,193 | $2.63M | $7.09M | - | $4.46M | 169.57% | -7.025% |
| CSTM Constellium SE | 170,710 | $2M | $4.35M | - | $2.35M | 117.54% | 0.0 |
| CVX Chevron Corporation | 13,507 | $2.76M | $3.04M | - | $280,540.86 | 10.17% | +2.581% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 11,200 | $412,384.01 | $611,968 | - | $199,583.99 | 48.4% | -0.979% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 6,565 | $217,956.92 | $251,833.4 | - | $33,876.48 | 15.54% | -0.415% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 550 | $264,314 | $285,505 | - | $21,191 | 8.02% | -0.377% |
| DSI iShares MSCI KLD 400 Social ETF | 3,991 | $307,048.37 | $580,610.68 | - | $273,562.31 | 89.09% | -1.39% |
| EEM iShares MSCI Emerging Markets ETF | 14,480 | $693,587.19 | $910,068 | - | $216,480.81 | 31.21% | -1.735% |
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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 - $8.24M, Celestica Inc - $5.15M, JPMorgan Ultra-Short Income ETF - $2.04M, Meta Platforms Inc Class A - $1.95M, and SPDR S&P 500 ETF Trust - $1.64M. 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 $13.96M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.98M, Vanguard Short-Term Treasury Fund - $766,907.76, New Mountain Finance Corporation - $615,642.42, TransDigm Group Inc - $535,220, and VANGUARD FTSE DEVELOPED MARKETS ETF - $475,062.2. 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.
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