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:
29.9%
Gain -1.44%
Monthly
1.55%
Yearly
20.24%
Drawdown
7.37%
$104.6M
Equity
Holdings
$104.6M
Investment
$87.28M
$37.75M
Profit -$2.03M
Realized
$20.43M
Unrealized
$17.33M
Dividends
$1.47M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.44%
Profit
-$2.03M
Win %
72%
This Week
Compared To Last Week
Gain
-1.9%
Profit
-$2.03M
Win %
72%
This Month
Compared to last month
Gain
0.14%
Profit
$147,020.84
Win %
72%
This Year
Compared to last year
Gain
-2.18%
Profit
-$2.35M
Win %
69%
EAT Brinker International Inc.
+11.07%
+$32,843.4 
TER Teradyne, Inc.
+6.11%
+$20,514.3 
GLW Corning Incorporated
+5.18%
+$33,330 
ACLS Axcelis Technologies, Inc.
+5.01%
+$33,900 
RMBS Rambus Inc.
+4.76%
+$10,235.7 
LRCX Lam Research Corporation
+4.72%
+$29,399.98 
AMAT Applied Materials, Inc.
+4.29%
+$45,756.26 
DRI Darden Restaurants, Inc.
+4.01%
+$15,628.4 
RYZ Ryerson Holding Corporation
+4.01%
+$12,663.99 
WDC Western Digital Corporation
+3.69%
+$32,825.12 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+3.6%
+$30,583 
EQIX Equinix, Inc.
+3.56%
+$6,618.6 
TSCO Tractor Supply Company
+3.23%
+$5,529 
NVDA NVIDIA Corporation
+3.03%
+$74,335.15 
FIX Comfort Systems USA, Inc.
+3.01%
+$15,230.97 
IRTC Irhythm Technologies Inc.
+2.86%
+$4,663.2 
GNRC Generac Holdings Inc.
+2.8%
+$5,858.8 
XPO XPO Inc.
+2.72%
+$6,758.81 
JBL Jabil Inc.
+2.68%
+$30,751.03 
CW Curtiss-Wright Corporation
+2.51%
+$28,754.97 
TR Tootsie Roll Industries, Inc.
+2.45%
+$4,111.83 
ELV Elevance Health, Inc.
+2.25%
+$17,540 
MRVL Marvell Technology, Inc.
+2.25%
+$15,359.41 
FFIV F5 Inc.
+2.16%
+$5,638.5 
FOA Finance of America Companies Inc.
+2.09%
+$41,175 
WMB The Williams Companies, Inc.
+1.92%
+$4,920.6 
CAE CAE Inc.
+1.88%
+$1,356.6 
CF CF Industries Holdings, Inc.
+1.88%
+$7,823.41 
AMD Advanced Micro Devices, Inc.
+1.81%
+$34,827.37 
HEI Heico Corporation
+1.68%
+$12,545.4 
LHX L3Harris Technologies, Inc.
+1.65%
+$5,758.41 
CLH Clean Harbors Inc.
+1.64%
+$8,262.02 
QRVO Qorvo Inc.
+1.61%
+$4,149.6 
TD The Toronto-Dominion Bank
+1.6%
+$1,241.6 
RY Royal Bank of Canada
+1.53%
+$2,254.01 
SHAK Shake Shack Inc.
+1.52%
+$1,460.6 
ODFL Old Dominion Freight Line, Inc.
+1.49%
+$5,038.2 
RKLB Rocket Lab Corporation
+1.45%
+$2,320 
DXCM DexCom, Inc.
+1.42%
+$4,089.4 
BMO Bank of Montreal
+1.32%
+$1,176 
SCI Service Corporation International
+1.26%
+$4,242 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.2%
+$2,742.9 
ICLN iShares Global Clean Energy ETF
+1.15%
+$315 
PWR Quanta Services Inc.
+1.11%
+$12,052.77 
CASY Casey's General Stores Inc.
+1.1%
+$17,072.7 
GATX GATX Corporation
+1.1%
+$1,735.5 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.04%
+$5,669.98 
ROK Rockwell Automation, Inc.
+0.98%
+$5,355.8 
SU Suncor Energy Inc.
+0.95%
+$1,188 
HSBC HSBC Holdings plc Sponsored ADR
+0.88%
+$1,801.8 
AEP American Electric Power Company, Inc.
+0.87%
+$3,017.4 
PANW Palo Alto Networks, Inc.
+0.84%
+$25,391.18 
PH Parker-Hannifin Corporation
+0.77%
+$9,508.66 
TDY Teledyne Technologies Incorporated
+0.7%
+$3,548.26 
IMO Imperial Oil Limited
+0.69%
+$990 
TEX Terex Corporation
+0.69%
+$3,720.05 
MT ArcelorMittal S.A.
+0.64%
+$930.6 
LNN Lindsay Corporation
+0.63%
+$1,742.4 
ALGN Align Technology, Inc.
+0.61%
+$938.94 
TRN Trinity Industries Inc.
+0.49%
+$621.6 
AMGN Amgen Inc.
+0.45%
+$1,673.21 
BSX Boston Scientific Corporation
+0.45%
+$1,299.5 
LLY Eli Lilly and Company
+0.43%
+$8,784.17 
WTS Watts Water Technologies Inc.
+0.42%
+$2,608.18 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$29 
NYT New York Times Co.
+0.34%
+$1,243 
SNY Sanofi American Depositary Receipt
+0.34%
+$318 
LH Labcorp Holdings Inc.
+0.33%
+$1,229.59 
CCJ Cameco Corporation
+0.3%
+$672 
DE Deere & Company
+0.29%
+$1,474.21 
NOC Northrop Grumman Corporation
+0.28%
+$1,320.3 
RIO Rio Tinto Plc Sponsored ADR
+0.23%
+$377.2 
RRX Regal Rexnord Corporation
+0.2%
+$469 
ASH Ashland Inc.
+0.19%
+$2,100 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.15%
+$57.8 
ETN Eaton Corporation plc
+0.15%
+$294.79 
AGCO AGCO Corporation
+0.12%
+$319.2 
BHP BHP Group Ltd.
+0.11%
+$99 
FLS Flowserve Corporation
+0.11%
+$360 
HWM Howmet Aerospace Inc.
+0.1%
+$3,274.1 
ACA Arcosa Inc.
+0.1%
+$461.58 
MTD Mettler-Toledo International Inc.
+0.09%
+$283.49 
PEN Penumbra Inc.
+0.09%
+$132 
GILD Gilead Sciences Inc.
+0.07%
+$354 
BCO Brink's Company
+0.04%
+$141 
CDNMF EGR Exploration Ltd.
0%
$0 
CWT California Water Service Group
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 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 7188
71880K101
0%
$0 8298
82982T106
0%
$0 G960
G9600F104
0%
$0 NE
NE
-23.98%
-$1,836.05 BAM
BAM
-14.39%
-$60,243.84 
FSLR First Solar, Inc.
-5.87%
-$28,704.2 
TTWO Take-Two Interactive Software, Inc.
-2.99%
-$12,150 
SAP SAP SE Sponsored ADR
-2.64%
-$3,152.09 
VMC Vulcan Materials Company
-2.58%
-$5,779.81 
PHM PulteGroup Inc.
-2.46%
-$13,170.4 
IOT Samsara Inc. Class A Common Stock
-2.43%
-$4,263 
DDOG Datadog, Inc. Class A Common Stock
-2.38%
-$5,224.3 
MSFT Microsoft Corp.
-2.26%
-$36,985 
ECL Ecolab Inc.
-2.18%
-$9,362 
PNR Pentair plc
-2.11%
-$4,572.4 
CRM Salesforce Inc
-2.1%
-$6,723 
DOCU DocuSign Inc.
-2.09%
-$2,765.2 
TJX The TJX Companies, Inc.
-2.01%
-$6,979.92 
MAS Masco Corporation
-1.97%
-$6,060 
OC Owens Corning
-1.89%
-$10,143.7 
FSS Federal Signal Corp.
-1.87%
-$5,374.3 
NSSC Napco Security Technologies, Inc.
-1.87%
-$5,971.8 
AMZN Amazon.com Inc
-1.83%
-$24,800.25 
MLM Martin Marietta Materials, Inc.
-1.76%
-$7,913.68 
FLR Fluor Corporation
-1.74%
-$3,716.8 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$1,365 
TSLA Tesla, Inc.
-1.59%
-$12,825.98 
J Jacobs Solutions Inc.
-1.52%
-$5,017.5 
NVS Novartis AG Sponsored ADR
-1.48%
-$2,358.7 
SHOP Shopify Inc.
-1.44%
-$9,504 
CPRT Copart Inc.
-1.4%
-$2,648.6 
SQM Quimica y Minera Chilena S.A. ADR
-1.34%
-$2,163.1 
ALV Autoliv, Inc.
-1.26%
-$3,726.8 
URI United Rentals, Inc.
-1.25%
-$11,574.88 
WGO Winnebago Industries, Inc.
-1.25%
-$1,451.4 
ZBRA Zebra Technologies Corporation
-1.22%
-$4,174.1 
BWA BorgWarner Inc.
-1.19%
-$3,320 
GSK GSK plc Sponsored ADR
-1.18%
-$1,188 
AVAV AeroVironment Inc.
-1.13%
-$4,486.31 
PCAR PACCAR Inc.
-1.11%
-$4,557 
UL Unilever PLC Sponsored American Depositary Receipt
-1.04%
-$1,266.85 
BIDU Baidu Inc.
-1.04%
-$979 
XYZ Block, Inc.
-1%
-$1,603.7 
ORA Ormat Technologies Inc.
-0.93%
-$3,413.2 
PHG Koninklijke Philips N.V.
-0.92%
-$1,161.5 
AAPL Apple Inc.
-0.87%
-$5,479.6 
TM Toyota Motor Corporation
-0.84%
-$1,056.01 
AWK American Water Works Company, Inc.
-0.84%
-$2,314.2 
SNA Snap-on Inc.
-0.81%
-$4,074.8 
DHR Danaher Corporation
-0.8%
-$2,013 
NFLX Netflix, Inc.
-0.78%
-$7,482 
ITRI Itron Inc.
-0.7%
-$1,915.2 
BMI Badger Meter Inc.
-0.67%
-$2,202.18 
EW Edwards Lifesciences Corporation
-0.65%
-$1,964.2 
FTNT Fortinet Inc.
-0.65%
-$5,932.5 
MTCH Match Group, Inc.
-0.6%
-$682 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.58%
-$1,113.2 
TS Tenaris S.A.
-0.54%
-$899 
BP BP p.l.c. Sponsored ADR
-0.53%
-$455.4 
DAL Delta Air Lines, Inc.
-0.53%
-$2,131.2 
TDG TransDigm Group Inc.
-0.53%
-$1,180.81 
RTX RTX Corporation
-0.49%
-$2,720.32 
RDY Dr. Reddy's Laboratories Ltd.
-0.48%
-$330 
SHEL Shell plc
-0.47%
-$460.1 
SLF Sun Life Financial Inc.
-0.45%
-$684 
RSG Republic Services, Inc.
-0.38%
-$1,328.4 
LDOS Leidos Holdings Inc.
-0.36%
-$683.4 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$796 
HII Huntington Ingalls Industries Inc.
-0.32%
-$456.75 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.3%
-$242.2 
BKNG Booking Holdings Inc.
-0.29%
-$1,830 
SM SM Energy Company
-0.28%
-$545.4 
SYK Stryker Corporation
-0.27%
-$1,146.79 
WDFC WD-40 Company
-0.26%
-$542.9 
W Wayfair Inc.
-0.25%
-$1,710.8 
MLI Mueller Industries Inc.
-0.25%
-$758.2 
WM Waste Management, Inc.
-0.23%
-$858.62 
ADI Analog Devices, Inc.
-0.23%
-$1,165.79 
STLD Steel Dynamics Inc.
-0.19%
-$1,234.2 
MWA Mueller Water Products Inc.
-0.19%
-$445 
CHDN Churchill Downs Incorporated
-0.11%
-$266 
IBN ICICI Bank Limited Sponsored ADR
-0.1%
-$74.7 
VMI Valmont Industries, Inc.
-0.09%
-$561.2 
CNQ Canadian Natural Resources Limited
-0.08%
-$92.8 
OSK Oshkosh Corporation
-0.08%
-$386.4 
NUE Nucor Corporation
-0.05%
-$284.22 
CVX Chevron Corporation
-0.03%
-$45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 873 | Longs Won 523/873 59% | Profit Factor 4.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,429.22 |
| Average Win $90,188.51 | Best Trade (Aug 20) $1.74M | Sharpe Ratio -15.24 |
| Average Loss -$27,077.31 | Worst Trade (Sep 01) -$820,680 | Z-Score -3.8 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2d | Expectancy $43,245.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,861 | 3,475 | 3,089 | 2,703 | 2,317 | 1,931 | 1,544 | 1,158 | 772 | 386 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 $1.47M 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.
