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

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Tracking: 0 Updated: Jul 16 at 05:00 PM

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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.

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.

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:

2.51%

Gain

Monthly

0.08%

Yearly

0.98%

Drawdown

24.28%

$185.67M

Equity

Holdings

$185.67M

Investment

$150.41M

$37.93M

Profit +$506,040.98

Realized

$2.67M

Unrealized

$35.26M

Dividends

$7.63M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$506,040.98

Win %

70%

This Week

Compared To Last Week

Gain

0.15%

Profit

$274,785.24

Win %

70%

This Month

Compared to last month

Gain

0.23%

Profit

$422,087.28

Win %

70%

This Year

Compared to last year

Gain

9.67%

Profit

$16.37M

Win %

75%

Gainers
Losers

MCBS MetroCity Bankshares Inc.

+3.57%

+$16,670.72

HD The Home Depot, Inc.

+1.99%

+$22,950

FLQM Franklin U.S. Mid Cap Multifactor Index Fund

+1.67%

+$236,276.04

AVUV Avantis U.S. Small Cap Value ETF

+1.38%

+$528,051.82

AFL Aflac Inc.

+1.38%

+$3,425.17

RSP Invesco S&P 500 Equal Weight ETF

+0.78%

+$5,157.31

IJH iShares Core S&P Mid-Cap ETF

+0.44%

+$1,015.05

QGRO American Century U.S. Quality Growth ETF

-0.52%

-$162,035.33

DFIS Dimensional International Small Cap ETF

-0.5%

-$4,815.36

SCHK Schwab 1000 Index ETF

-0.29%

-$4,863.18

VOO Vanguard S&P 500 ETF

-0.28%

-$2,012.4

VONE Vanguard Russell 1000 ETF

-0.17%

-$92,439.68

FBND Fidelity Total Bond ETF

-0.1%

-$40,745.79

FIXD First Trust TCW Opportunistic Fixed Income Fund

-0.08%

-$255.95

BOND PIMCO Active Bond Exchange-Traded Fund

-0.07%

-$337.44

Events

Dividends

Dividend Analysis

No Data

Trades 83	Longs Won 62/83 74%	Profit Factor 58.33
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.38M
Average Win $622,437.17	Best Trade (Jul 16) $19.03M	Sharpe Ratio -11.46
Average Loss -$31,506.37	Worst Trade (Jul 13) -$680,429.75	Z-Score 2.68 (99.26%)
Commissions $0	Avg. Trade Length 1y 2m 2w 5d	Expectancy $456,981.58

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%	0.13%	4.3%
Consecutive Losing Trades	5,882	5,294	4,706	4,118	3,529	2,941	2,353	1,765	1,176	588