JC
Jamie Cahal Portfolio
Invests via Corient IA LLC | Managed by Jamie Cahal
Invests via Corient IA LLC
Managed by Jamie Cahal
Automatically Tracked
Experienced technology investor and operator focused on growth-stage software and fintech companies, with a track record of scaling product and GTM functions and advising boards on commercialization and M&A. Jamie Cahal has led or supported multiple Series A–C financings, driven revenue and customer expansion strategies, and worked closely with founders and LPs on capital formation. They combine operating leadership with investor perspective across SaaS and payments.
Experienced technology investor and operator focused on growth-stage software and fintech companies, with a track record of scaling product and GTM functions and advising boards on commercialization and M&A. Jamie Cahal has led or supported multiple Series A–C financings, driven revenue and customer expansion strategies, and worked closely with founders and LPs on capital formation. They combine operating leadership with investor perspective across SaaS and payments.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech opportunities, prioritizing capital-efficient SaaS and payments businesses with clear product-market fit and scalable GTM motion. Prefers active, operator-led investing: driving revenue operations, customer expansion, and commercialization while advising boards on capital strategy and M&A. Allocates capital to Series A–C rounds with a bias toward repeatable unit economics, measurable retention, and leadership teams capable of rapid scale. Risk discipline emphasizes milestone-based deployment, tight unit-level KPIs, and near-term monetization paths to de-risk follow-on rounds.
Focuses on growth-stage software and fintech opportunities, prioritizing capital-efficient SaaS and payments businesses with clear product-market fit and scalable GTM motion. Prefers active, operator-led investing: driving revenue operations, customer expansion, and commercialization while advising boards on capital strategy and M&A. Allocates capital to Series A–C rounds with a bias toward repeatable unit economics, measurable retention, and leadership teams capable of rapid scale. Risk discipline emphasizes milestone-based deployment, tight unit-level KPIs, and near-term monetization paths to de-risk follow-on rounds.
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:
27.54%
Gain -0.5%
Monthly
1.32%
Yearly
17.05%
Drawdown
7.37%
$102.15M
Equity
Holdings
$102.15M
Investment
$87.25M
$35.27M
Profit -$689,797.37
Realized
$20.37M
Unrealized
$14.9M
Dividends
$1.58M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$689,797.37
Win %
68%
This Week
Compared To Last Week
Gain
-1.81%
Profit
-$1.88M
Win %
68%
This Month
Compared to last month
Gain
-0.72%
Profit
-$743,045.82
Win %
68%
This Year
Compared to last year
Gain
-4.53%
Profit
-$4.87M
Win %
68%
RYZ Ryerson Holding Corporation
+4.42%
+$13,462.62 
TS Tenaris S.A.
+3.51%
+$6,231 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+2.87%
+$1,128.8 
BP BP p.l.c. Sponsored ADR
+2.36%
+$2,267.1 
IBN ICICI Bank Limited Sponsored ADR
+2.29%
+$1,680.75 
SM SM Energy Company
+2.28%
+$5,181.3 
UL Unilever PLC Sponsored American Depositary Receipt
+2.25%
+$2,835.8 
CNQ Canadian Natural Resources Limited
+2.24%
+$2,702.8 
SHEL Shell plc
+2.06%
+$2,279.1 
MLM Martin Marietta Materials, Inc.
+2.06%
+$8,180.99 
RTX RTX Corporation
+2.05%
+$9,496.32 
NOC Northrop Grumman Corporation
+2.03%
+$8,213.4 
AEP American Electric Power Company, Inc.
+2.02%
+$7,078.2 
VMC Vulcan Materials Company
+1.93%
+$3,790.81 
IMO Imperial Oil Limited
+1.91%
+$2,717 
PHG Koninklijke Philips N.V.
+1.9%
+$2,253.31 
NUE Nucor Corporation
+1.68%
+$8,688.4 
TJX The TJX Companies, Inc.
+1.63%
+$5,262.8 
SU Suncor Energy Inc.
+1.58%
+$2,366.1 
TM Toyota Motor Corporation
+1.53%
+$1,940.4 
ROK Rockwell Automation, Inc.
+1.47%
+$7,576.2 
CVX Chevron Corporation
+1.41%
+$2,321.24 
BHP BHP Group Ltd.
+1.38%
+$1,133.55 
AWK American Water Works Company, Inc.
+1.2%
+$3,227.71 
IRTC Irhythm Technologies Inc.
+1.17%
+$1,715.2 
STLD Steel Dynamics Inc.
+1.15%
+$6,679.22 
GSK GSK plc Sponsored ADR
+1.12%
+$1,089 
CASY Casey's General Stores Inc.
+1.11%
+$14,058.72 
SLF Sun Life Financial Inc.
+1.08%
+$1,615 
RRX Regal Rexnord Corporation
+1.02%
+$2,137.3 
LHX L3Harris Technologies, Inc.
+1.02%
+$2,989 
ALV Autoliv, Inc.
+1.02%
+$2,855.6 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.01%
+$865 
TSCO Tractor Supply Company
+0.97%
+$1,576.25 
SCI Service Corporation International
+0.93%
+$3,030 
TDG TransDigm Group Inc.
+0.93%
+$1,888.2 
WMB The Williams Companies, Inc.
+0.93%
+$2,265.6 
RIO Rio Tinto Plc Sponsored ADR
+0.85%
+$1,254.6 
BCO Brink's Company
+0.84%
+$2,481.6 
HWM Howmet Aerospace Inc.
+0.84%
+$20,886.5 
AAPL Apple Inc.
+0.82%
+$5,809.2 
ADI Analog Devices, Inc.
+0.79%
+$4,247.79 
LLY Eli Lilly and Company
+0.78%
+$16,307.57 
HII Huntington Ingalls Industries Inc.
+0.7%
+$817.8 
DRI Darden Restaurants, Inc.
+0.7%
+$2,670 
HSBC HSBC Holdings plc Sponsored ADR
+0.69%
+$1,287 
RY Royal Bank of Canada
+0.62%
+$850.51 
ORA Ormat Technologies Inc.
+0.59%
+$1,706.6 
NVS Novartis AG Sponsored ADR
+0.57%
+$880.65 
TD The Toronto-Dominion Bank
+0.56%
+$428.8 
CHDN Churchill Downs Incorporated
+0.55%
+$1,197 
MAS Masco Corporation
+0.53%
+$1,555.4 
BMO Bank of Montreal
+0.51%
+$411.6 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.5%
+$1,014.65 
HEI Heico Corporation
+0.5%
+$3,126.18 
ASH Ashland Inc.
+0.5%
+$5,325 
WGO Winnebago Industries, Inc.
+0.49%
+$424.8 
PCAR PACCAR Inc.
+0.44%
+$1,519 
RDY Dr. Reddy's Laboratories Ltd.
+0.43%
+$302.5 
SYK Stryker Corporation
+0.38%
+$1,366.39 
AMGN Amgen Inc.
+0.34%
+$1,326.1 
PH Parker-Hannifin Corporation
+0.34%
+$3,768.61 
TR Tootsie Roll Industries, Inc.
+0.31%
+$508.68 
SNA Snap-on Inc.
+0.31%
+$1,372.5 
OC Owens Corning
+0.3%
+$1,145.8 
CWT California Water Service Group
+0.26%
+$532.8 
SNY Sanofi American Depositary Receipt
+0.26%
+$222.6 
BWA BorgWarner Inc.
+0.26%
+$600 
MWA Mueller Water Products Inc.
+0.14%
+$267 
ELV Elevance Health, Inc.
+0.09%
+$800.02 
SHAK Shake Shack Inc.
+0.08%
+$73.7 
WM Waste Management, Inc.
+0.07%
+$243 
CPRT Copart Inc.
+0.05%
+$96.9 
NVDA NVIDIA Corporation
+0.04%
+$902.4 
ACA Arcosa Inc.
0%
+$0.02 
CDNMF EGR Exploration Ltd.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SQM Quimica y Minera Chilena S.A. ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 4662
46625H100
0%
$0 0207
02079K107
0%
$0 2333
23331A109
0%
$0 3030
30303M102
0%
$0 BAM
BAM
0%
$0 N659
N6596X109
0%
$0 3023
30231G102
0%
$0 BOX
BOX
0%
$0 CNX
CNX
0%
$0 0028
00287Y109
0%
$0 0084
00846U101
0%
$0 0546
05464C101
0%
$0 1113
11135F101
0%
$0 M224
M22465104
0%
$0 1641
16411R208
0%
$0 2216
22160K105
0%
$0 H171
H17182108
0%
$0 2575
25754A201
0%
$0 3021
30212P303
0%
$0 N316
N3167Y103
0%
$0 4516
45168D104
0%
$0 4612
46120E602
0%
$0 6533
65339F101
0%
$0 G670
G6700G107
0%
$0 7045
70450Y103
0%
$0 7270
72703H101
0%
$0 7434
74340W103
0%
$0 7588
75886F107
0%
$0 7613
76131D103
0%
$0 7754
77543R102
0%
$0 M879
M87915274
0%
$0 9038
90384S303
0%
$0 9253
92532F100
0%
$0 9410
94106B101
0%
$0 9504
95040Q104
0%
$0 9898
98980G102
0%
$0 AZN
AZN
0%
$0 G326
G3265R107
0%
$0 9233
92338C103
0%
$0 0320
03209R103
0%
$0 N070
N07059210
0%
$0 0926
09260D107
0%
$0 1127
11271J107
0%
$0 1364
13646K108
0%
$0 1846
18467V109
0%
$0 2278
22788C105
0%
$0 2925
29250N105
0%
$0 G364
G3643J108
0%
$0 4507
45073V108
0%
$0 G549
G54950103
0%
$0 6047
60471A101
0%
$0 H591
H5919C104
0%
$0 6890
68902V107
0%
$0 6960
69608A108
0%
$0 L868
L8681T102
0%
$0 G899
G8994E103
0%
$0 9035
90353T100
0%
$0 H420
H42097107
0%
$0 9027
90278Q108
0%
$0 9841
98419M100
0%
$0 9858
98585X104
0%
$0 9898
98980L101
0%
$0 0684
06849F108
0%
$0 2614
26142V105
0%
$0 3647
36472T109
0%
$0 1891
18915M107
0%
$0 2525
25253X207
0%
$0 5502
55024U109
0%
$0 G162
G16258108
0%
$0 G200
G2004J103
0%
$0 1113
11133T103
0%
$0 8953
89531P105
0%
$0 2967
29670G102
0%
$0 4643
46438F101
0%
$0 8742
87422Q109
0%
$0 NE
NE
0%
$0 7188
71880K101
0%
$0 8298
82982T106
0%
$0 G960
G9600F104
0%
$0 
PANW Palo Alto Networks, Inc.
-7.82%
-$229,073.52 
FTNT Fortinet Inc.
-7.58%
-$77,857 
DDOG Datadog, Inc. Class A Common Stock
-7.43%
-$17,604.2 
IOT Samsara Inc. Class A Common Stock
-7.24%
-$13,419.75 
RKLB Rocket Lab Corporation
-6.13%
-$6,770 
DOCU DocuSign Inc.
-4.44%
-$7,682.35 
WDC Western Digital Corporation
-4.17%
-$30,156.46 
RMBS Rambus Inc.
-3.81%
-$7,894.2 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.76%
-$26,661.27 
AMD Advanced Micro Devices, Inc.
-3.53%
-$80,252.72 
FFIV F5 Inc.
-3.4%
-$9,771.29 
CRM Salesforce Inc
-3.33%
-$13,316.42 
LRCX Lam Research Corporation
-3.18%
-$17,639.98 
GLW Corning Incorporated
-3.01%
-$16,826.56 
AMAT Applied Materials, Inc.
-3.01%
-$26,247.92 
ACLS Axcelis Technologies, Inc.
-3.01%
-$17,300 
MRVL Marvell Technology, Inc.
-2.95%
-$22,894.23 
JBL Jabil Inc.
-2.91%
-$26,919.23 
NFLX Netflix, Inc.
-2.52%
-$23,607 
TER Teradyne, Inc.
-2.27%
-$6,894.14 
MSFT Microsoft Corp.
-2.13%
-$37,375 
BIDU Baidu Inc.
-2.1%
-$1,539.7 
TEX Terex Corporation
-2.06%
-$8,587.77 
SHOP Shopify Inc.
-2.02%
-$15,508.8 
CCJ Cameco Corporation
-1.87%
-$3,494.4 
FSLR First Solar, Inc.
-1.81%
-$6,556.9 
FSS Federal Signal Corp.
-1.7%
-$4,303.9 
ZBRA Zebra Technologies Corporation
-1.7%
-$5,713.81 
AVAV AeroVironment Inc.
-1.7%
-$4,242.7 
LNN Lindsay Corporation
-1.69%
-$4,513.3 
EW Edwards Lifesciences Corporation
-1.65%
-$4,668.99 
MTCH Match Group, Inc.
-1.63%
-$2,231.99 
ODFL Old Dominion Freight Line, Inc.
-1.63%
-$4,989.6 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$4,464 
W Wayfair Inc.
-1.58%
-$11,646.6 
AGCO AGCO Corporation
-1.53%
-$4,335.8 
TTWO Take-Two Interactive Software, Inc.
-1.52%
-$5,159.7 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.52%
-$3,509 
LH Labcorp Holdings Inc.
-1.47%
-$5,556.41 
DE Deere & Company
-1.42%
-$7,484.38 
ETN Eaton Corporation plc
-1.4%
-$2,481.6 
TSLA Tesla, Inc.
-1.36%
-$11,906.4 
PWR Quanta Services Inc.
-1.33%
-$13,851.03 
XPO XPO Inc.
-1.28%
-$2,958.5 
FIX Comfort Systems USA, Inc.
-1.25%
-$5,542.51 
XYZ Block, Inc.
-1.2%
-$1,948.8 
ITRI Itron Inc.
-1.13%
-$2,538.97 
SAP SAP SE Sponsored ADR
-1.09%
-$1,402.2 
FLR Fluor Corporation
-1.05%
-$2,020 
GNRC Generac Holdings Inc.
-1%
-$1,925.44 
DXCM DexCom, Inc.
-0.93%
-$2,632.35 
TRN Trinity Industries Inc.
-0.9%
-$1,021.2 
DAL Delta Air Lines, Inc.
-0.87%
-$3,019.21 
AMZN Amazon.com Inc
-0.84%
-$10,685.45 
MLI Mueller Industries Inc.
-0.83%
-$2,252.3 
GILD Gilead Sciences Inc.
-0.79%
-$4,389.6 
CLH Clean Harbors Inc.
-0.77%
-$3,985.2 
DHR Danaher Corporation
-0.65%
-$1,830 
VMI Valmont Industries, Inc.
-0.61%
-$3,379.39 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$44 
J Jacobs Solutions Inc.
-0.58%
-$1,850.9 
OSK Oshkosh Corporation
-0.58%
-$2,415 
ALGN Align Technology, Inc.
-0.57%
-$753.92 
NYT New York Times Co.
-0.56%
-$2,175.25 
PNR Pentair plc
-0.46%
-$788.9 
FOA Finance of America Companies Inc.
-0.46%
-$4,575 
MT ArcelorMittal S.A.
-0.44%
-$554.4 
MTD Mettler-Toledo International Inc.
-0.4%
-$1,362.91 
EQIX Equinix, Inc.
-0.38%
-$674.57 
NSSC Napco Security Technologies, Inc.
-0.37%
-$1,089.45 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.33%
-$2,856 
WDFC WD-40 Company
-0.32%
-$569.6 
ECL Ecolab Inc.
-0.31%
-$1,343.9 
CAE CAE Inc.
-0.27%
-$172.9 
EAT Brinker International Inc.
-0.24%
-$670 
ICLN iShares Global Clean Energy ETF
-0.24%
-$60 
BKNG Booking Holdings Inc.
-0.2%
-$1,020 
FLS Flowserve Corporation
-0.2%
-$560 
PEN Penumbra Inc.
-0.18%
-$257.4 
LDOS Leidos Holdings Inc.
-0.18%
-$301.5 
BSX Boston Scientific Corporation
-0.17%
-$423.75 
BMI Badger Meter Inc.
-0.15%
-$447.7 
NVO Novo Nordisk A/S Sponsored ADR
-0.14%
-$96.25 
GATX GATX Corporation
-0.13%
-$186.9 
CF CF Industries Holdings, Inc.
-0.12%
-$531 
URI United Rentals, Inc.
-0.1%
-$805.92 
TDY Teledyne Technologies Incorporated
-0.08%
-$388.42 
WTS Watts Water Technologies Inc.
-0.08%
-$469.78 
RSG Republic Services, Inc.
-0.04%
-$161.98 
PHM PulteGroup Inc.
-0.04%
-$161.6 
CW Curtiss-Wright Corporation
-0.01%
-$97.2 Events
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Dividends
Dividend Analysis
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No Data
| Trades 872 | Longs Won 513/872 58% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $151,661.73 |
| Average Win $89,674.63 | Best Trade (Oct 15) $2.03M | Sharpe Ratio -15.23 |
| Average Loss -$29,902.35 | Worst Trade (Oct 16) -$1.39M | Z-Score -3 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $40,445.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,413 | 3,072 | 2,730 | 2,389 | 2,048 | 1,706 | 1,365 | 1,024 | 683 | 341 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0028 00287Y109 | 3,877 | $975,608 | $975,608 | - | - | - | 0.0 |
| 0084 00846U101 | 2,030 | $269,645 | $269,645 | - | - | - | 0.0 |
| 0207 02079K107 | 5,140 | $1.82M | $1.82M | - | - | - | 0.0 |
| 0320 03209R103 | 6,670 | $134,601 | $134,601 | - | - | - | 0.0 |
| 0546 05464C101 | 1,220 | $683,944 | $683,944 | - | - | - | 0.0 |
| 0684 06849F108 | 10,890 | $399,990 | $399,990 | - | - | - | 0.0 |
| 0926 09260D107 | 2,030 | $238,870 | $238,870 | - | - | - | 0.0 |
| 1113 11133T103 | 440 | $60,258 | $60,258 | - | - | - | 0.0 |
| 1113 11135F101 | 3,620 | $1.37M | $1.37M | - | - | - | 0.0 |
| 1127 11271J107 | 7,475 | $318,360 | $318,360 | - | - | - | 0.0 |
| 1364 13646K108 | 1,100 | $95,315 | $95,315 | - | - | - | 0.0 |
| 1641 16411R208 | 1,620 | $387,196 | $387,196 | - | - | - | 0.0 |
| 1846 18467V109 | 13,240 | $737,865 | $737,865 | - | - | - | 0.0 |
| 1891 18915M107 | 890 | $218,299 | $218,299 | - | - | - | 0.0 |
| 2216 22160K105 | 750 | $701,603 | $701,603 | - | - | - | 0.0 |
| 2278 22788C105 | 1,220 | $931,031 | $931,031 | - | - | - | 0.0 |
| 2333 23331A109 | 2,660 | $433,261 | $433,261 | - | - | - | 0.0 |
| 2525 25253X207 | 35,000 | $246,400 | $246,400 | - | - | - | 0.0 |
| 2575 25754A201 | 890 | $263,476 | $263,476 | - | - | - | 0.0 |
| 2614 26142V105 | 4,350 | $109,881 | $109,881 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jamie Cahal?
The largest contributions to the portfolio's profits come from the following stocks: Palo Alto Networks, Inc - $1.24M, ASML Holding N.V. New York Registry Shares - $976,093.99, 69608a108 - $938,692, n07059210 - $905,897.48, and 83404d109 - $765,860. 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: 81762p102 - $642,950, Roblox Corporation - $254,075.55, Palantir Technologies Inc - $238,953.1, m22465104 - $211,799.75, and n3167y103 - $204,120.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jamie Cahal's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.58M earned over time. The largest contributors to dividend income include Sanofi American Depositary Receipt - $37,599.65, Tenaris S.A - $36,696, Volkswagen AG Unsponsored American Depositary Receipt Preferred - $35,095, Fresenius Medical Care AG & Co. KGaA ADR - $32,642.75, and Koninklijke Philips N.V - $29,765.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jamie Cahal's monthly returns?
Jamie Cahal'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 Jamie Cahal's strategy be considered aggressive or moderate?
Jamie Cahal's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Jamie Cahal's strategy?
Jamie Cahal'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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