Kaitlin Theobald Portfolio
Invests via Sherrill & Hutchins Financial Advisory, Inc | Managed by Jessica R. Sherrill, Theodore L. Noble, William F. Hutchins, III, Mark D. Sheerin, Kaitlin R. Theobald
Invests via Sherrill & Hutchins Financial Advisory, Inc
Managed by Jessica R. Sherrill, Theodore L. Noble, William F. Hutchins, III, Mark D. Sheerin, Kaitlin R. Theobald
Automatically Tracked
Kaitlin Theobald Profile
Operator-turned-investor with hands-on experience scaling high-growth technology and consumer businesses and a focus on early-stage venture investing and strategic board engagement. Kaitlin Theobald combines operating leadership in product and go-to-market with portfolio construction and founder support, advising on scaling, hiring, and capital strategy. Active in seed and Series A rounds and known for operational diligence and cross-functional execution.
Operator-turned-investor with hands-on experience scaling high-growth technology and consumer businesses and a focus on early-stage venture investing and strategic board engagement. Kaitlin Theobald combines operating leadership in product and go-to-market with portfolio construction and founder support, advising on scaling, hiring, and capital strategy. Active in seed and Series A rounds and known for operational diligence and cross-functional execution.
Investment Philosophy & Strategy
Operator-led investor approach prioritizing early-stage technology and consumer startups with strong product-market fit and repeatable go-to-market paths. Capital allocation favors seed and Series A rounds where operational value-add—particularly in product, hiring, and GTM execution—can accelerate scaling. Portfolio construction balances high-conviction, concentrated bets with follow-on reserves; underwriting emphasizes founder quality, unit-economics early signals, and defensible distribution. Time horizon is growth-focused with active board engagement and hands-on operational diligence to de-risk execution.
Operator-led investor approach prioritizing early-stage technology and consumer startups with strong product-market fit and repeatable go-to-market paths. Capital allocation favors seed and Series A rounds where operational value-add—particularly in product, hiring, and GTM execution—can accelerate scaling. Portfolio construction balances high-conviction, concentrated bets with follow-on reserves; underwriting emphasizes founder quality, unit-economics early signals, and defensible distribution. Time horizon is growth-focused with active board engagement and hands-on operational diligence to de-risk execution.
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:
34.47%
Gain -0.01%
Monthly
0.89%
Yearly
11.22%
Drawdown
16.17%
$209.67M
Equity
Holdings
$209.67M
Investment
$176.59M
$37.14M
Profit -$9,162.3
Realized
$4.04M
Unrealized
$33.11M
Dividends
$8.23M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$9,162.3
Win %
63%
This Week
Compared To Last Week
Gain
0.03%
Profit
$56,484
Win %
63%
This Month
Compared to last month
Gain
1.41%
Profit
$2.92M
Win %
63%
This Year
Compared to last year
Gain
1.41%
Profit
$2.92M
Win %
67%
LLY Eli Lilly and Company
+3.62%
+$9,079.45 
AFL Aflac Inc.
0%
$0 
HD The Home Depot, Inc.
0%
+$0.03 
MCBS MetroCity Bankshares Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
QGRO American Century U.S. Quality Growth ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
VONE Vanguard Russell 1000 ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 113 | Longs Won 81/113 71% | Profit Factor 15.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.05M |
| Average Win $489,587 | Best Trade (Oct 15) $20.02M | Sharpe Ratio -9.87 |
| Average Loss -$78,532.41 | Worst Trade (Oct 15) -$1.83M | Z-Score 2.24 (97.52%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $328,703.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.23% |
| Consecutive Losing Trades | 2,667 | 2,400 | 2,133 | 1,867 | 1,600 | 1,333 | 1,067 | 800 | 533 | 267 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AFL Aflac Inc. | 2,051 | $183,175.21 | $238,818.44 | - | $55,643.23 | 30.38% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 282,028 | $25.33M | $34.02M | - | $8.69M | 34.31% | 0.0 |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,770 | $532,085.14 | $502,451.61 | - | -$29,633.53 | -5.57% | 0.0 |
| DFIS Dimensional International Small Cap ETF | 582,466 | $20.41M | $21.02M | - | $615,633.11 | 3.02% | 0.0 |
| FBND Fidelity Total Bond ETF | 969,603 | $44.45M | $42.2M | - | -$2.25M | -5.07% | 0.0 |
| FIXD First Trust TCW Opportunistic Fixed Income Fund | 7,526 | $327,841.45 | $312,404.26 | - | -$15,437.19 | -4.71% | 0.0 |
| FLQM Franklin U.S. Mid Cap Multifactor Index Fund | 247,178 | $13.41M | $14.61M | - | $1.2M | 8.98% | 0.0 |
 GOOGL Alphabet Inc | 1,665 | $595,037.02 | $578,820.62 | - | -$16,216.4 | -2.73% | -1.736% |
| HD The Home Depot, Inc. | 3,277 | $1.11M | $963,175.87 | - | -$144,589.3 | -13.05% | 0.0 |
| IJH iShares Core S&P Mid-Cap ETF | 3,452 | $234,980.44 | $252,893.52 | - | $17,913.08 | 7.62% | 0.0 |
| LLY Eli Lilly and Company | 215 | $257,877 | $259,879.1 | - | $2,002.1 | 0.78% | +3.62% |
| MCBS MetroCity Bankshares Inc. | 13,024 | $312,836.5 | $451,151.36 | - | $138,314.86 | 44.21% | 0.0 |
| NEAR iShares Short Maturity Bond ETF | 4,237 | $214,609.8 | $211,468.67 | - | -$3,141.13 | -1.46% | 0.0 |
| QGRO American Century U.S. Quality Growth ETF | 312,589 | $33.41M | $36.98M | - | $3.57M | 10.69% | 0.0 |
| RSP Invesco S&P 500 Equal Weight ETF | 3,158 | $522,612.14 | $673,601.4 | - | $150,989.26 | 28.89% | 0.0 |
| SCHK Schwab 1000 Index ETF | 46,063 | $1.15M | $1.72M | - | $572,877.23 | 49.88% | 0.0 |
| VONE Vanguard Russell 1000 ETF | 152,949 | $33.39M | $53.73M | - | $20.33M | 60.89% | 0.0 |
 VOO Vanguard S&P 500 ETF | 1,032 | $516,969.28 | $730,067.75 | - | $213,098.47 | 41.22% | -1.086% |
| VT Vanguard Total World Stock ETF | 1,404 | $220,358 | $224,303.03 | - | $3,945.03 | 1.79% | 0.0 |
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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 Kaitlin Theobald?
The largest contributions to the portfolio's profits come from the following stocks: Fidelity Total Bond ETF - $4.7M, Vanguard Russell 1000 ETF - $3.75M, Avantis U.S. Small Cap Value ETF - $2.37M, Tesla, Inc - $543,861.38, and Franklin U.S. Mid Cap Multifactor Index Fund - $286,021.34. 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: Eli Lilly and Company - $32,561.55 and Alphabet Inc - $3,488.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kaitlin Theobald's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.23M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $4.7M, Vanguard Russell 1000 ETF - $1.53M, Avantis U.S. Small Cap Value ETF - $1.32M, Franklin U.S. Mid Cap Multifactor Index Fund - $286,021.34, and Dimensional International Small Cap ETF - $114,268.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kaitlin Theobald's monthly returns?
Kaitlin Theobald'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 Kaitlin Theobald's strategy be considered aggressive or moderate?
Kaitlin Theobald'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 Kaitlin Theobald's strategy?
Kaitlin Theobald'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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