Chad Whiteley Portfolio
Invests via SIERRA SUMMIT ADVISORS LLC | Managed by Chad Whiteley
Invests via SIERRA SUMMIT ADVISORS LLC
Managed by Chad Whiteley
Automatically Tracked
Chad Whiteley Profile
Operating as an investor and operator with a focus on technology-driven business models, Chad Whiteley is known for early-stage investing, board-level operational oversight and go-to-market scaling of SaaS and fintech companies. The profile emphasizes capital allocation, strategic partnerships and revenue growth initiatives; experience spans fundraising, M&A advisory and interim executive roles. Market relevance centers on startup diligence, growth-stage governance and aligning product-led GTM with measurable KPIs for investors.
Operating as an investor and operator with a focus on technology-driven business models, Chad Whiteley is known for early-stage investing, board-level operational oversight and go-to-market scaling of SaaS and fintech companies. The profile emphasizes capital allocation, strategic partnerships and revenue growth initiatives; experience spans fundraising, M&A advisory and interim executive roles. Market relevance centers on startup diligence, growth-stage governance and aligning product-led GTM with measurable KPIs for investors.
Investment Philosophy & Strategy
Operator-investor approach prioritizing early and growth-stage technology companies, with emphasis on SaaS and fintech models. Capital deployment favors founder-led teams with product-market fit and measurable unit economics; underwriting focuses on GTM scalability, CAC/LTV dynamics and recurring revenue predictability. Active board involvement and interim executive support accelerate commercialization and fundraising outcomes. Portfolio decisions balance capital efficiency with follow-on reserves, a 3–7 year growth horizon, and strict metric-driven risk controls to de-risk scaling and exit timing.
Operator-investor approach prioritizing early and growth-stage technology companies, with emphasis on SaaS and fintech models. Capital deployment favors founder-led teams with product-market fit and measurable unit economics; underwriting focuses on GTM scalability, CAC/LTV dynamics and recurring revenue predictability. Active board involvement and interim executive support accelerate commercialization and fundraising outcomes. Portfolio decisions balance capital efficiency with follow-on reserves, a 3–7 year growth horizon, and strict metric-driven risk controls to de-risk scaling and exit timing.
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:
114.55%
Gain +2.14%
Monthly
2.39%
Yearly
32.73%
Drawdown
26.22%
$854.48M
Equity
Holdings
$854.48M
Investment
$596.23M
$361M
Profit +$13.01M
Realized
$102.74M
Unrealized
$258.25M
Dividends
$11.5M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.14%
Profit
$13.01M
Win %
75%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$9.96M
Win %
75%
This Month
Compared to last month
Gain
0.99%
Profit
$8.4M
Win %
75%
This Year
Compared to last year
Gain
-4.42%
Profit
-$39.44M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$2.96M 
GOOG Alphabet Inc
+6.88%
+$146,732.36 
GOOGL Alphabet Inc
+6.73%
+$1.95M 
VRT Vertiv Holdings Co
+6.18%
+$874,099.37 
ANET Arista Networks, Inc.
+5.46%
+$833,300.16 
LASR nLIGHT, Inc.
+4.7%
+$45,657.84 
CBOE Cboe Global Markets Inc.
+4.62%
+$38,785.65 
SNPS Synopsys, Inc.
+4.41%
+$500,589.85 
WBI WaterBridge Infrastructure LLC
+3.95%
+$47,762 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$1.07M 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$356,528.18 
META Meta Platforms Inc Class A
+3.28%
+$473,841.44 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$58,881.6 
CRC California Resources Corp
+3.04%
+$22,519.95 
MSFT Microsoft Corp.
+3.02%
+$27,199.12 
LITE Lumentum Holdings Inc.
+2.99%
+$449,790.52 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$44,803.77 
NVDA NVIDIA Corporation
+2.93%
+$1.31M 
SM SM Energy Company
+2.81%
+$32,891.73 
P Everpure Inc.
+2.81%
+$365,211.81 
STRL Sterling Infrastructure, Inc.
+2.76%
+$29,529.71 
FSLR First Solar, Inc.
+2.44%
+$14,226.69 
CVX Chevron Corporation
+2.35%
+$210,668.16 
MRVL Marvell Technology, Inc.
+2.32%
+$412,027.2 
GLW Corning Incorporated
+2.24%
+$8,490.06 
CSCO Cisco Systems, Inc.
+2.14%
+$83,822.85 
FIGS Figs Inc.
+2%
+$20,049.33 
JCI Johnson Controls International plc
+1.93%
+$53,022.94 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$19,282.28 
TSSI TSS, Inc.
+1.85%
+$13,324.14 
ORCL Oracle Corporation
+1.81%
+$4,908.75 
HWM Howmet Aerospace Inc.
+1.8%
+$5,527.81 
ENTG Entegris, Inc.
+1.66%
+$161,497.49 
CHRD Chord Energy Corp
+1.54%
+$15,340.26 
REAL The RealReal, Inc.
+1.51%
+$17,156.88 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$3,352.5 
LMT Lockheed Martin Corporation
+1.5%
+$20,021.6 
PWR Quanta Services Inc.
+1.43%
+$192,430.91 
LAR Lithium Argentina AG
+1.35%
+$10,249.04 
LB LandBridge Company LLC
+1.33%
+$14,494.2 
CARE Carter Bankshares, Inc.
+1.32%
+$17,810.55 
CMCSA Comcast Corp
+1.23%
+$15,366.81 
WFC Wells Fargo & Company
+1.19%
+$33,318.3 
ITW Illinois Tool Works Inc.
+1.15%
+$9,126 
MCHB Mechanics Bank
+1.15%
+$12,008.57 
VUG Vanguard Growth ETF
+1.1%
+$2,514.72 
HSHP Himalaya Shipping Ltd.
+1.09%
+$12,174.38 
EGBN Eagle Bancorp Inc.
+0.95%
+$9,475.44 
CMBT CMB.TECH NV
+0.94%
+$11,626.2 
WMB The Williams Companies, Inc.
+0.89%
+$21,602.7 
IBM International Business Machines Corporation
+0.86%
+$20,589.58 
GEV GE Vernova Inc.
+0.85%
+$157,906.62 
MCD McDonald's Corporation
+0.82%
+$10,065.05 
DOX Amdocs Limited
+0.8%
+$8,833 
EMR Emerson Electric Co.
+0.79%
+$4,336.54 
TSLA Tesla, Inc.
+0.76%
+$127,922.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,073.95 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,440.72 
CAT Caterpillar Inc.
+0.7%
+$32,046.78 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,091.15 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,488.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$18,834.48 
IXC iShares Global Energy ETF
+0.63%
+$24,929.8 
TER Teradyne, Inc.
+0.6%
+$78,478.76 
STAA Staar Surgical Company
+0.58%
+$5,113.36 
VSCO Victoria's Secret & Co.
+0.58%
+$9,773.13 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,632 
NSC Norfolk Southern Corporation
+0.46%
+$9,278.42 
IYW iShares U.S. Technology ETF
+0.46%
+$5,196.88 
IYJ iShares U.S. Industrials ETF
+0.42%
+$819.39 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$1,115.98 
ICHR Ichor Holdings Ltd.
+0.4%
+$4,933.5 
RTX RTX Corporation
+0.39%
+$5,097.96 
VLO Valero Energy Corporation
+0.38%
+$1,190 
AVGO Broadcom Inc.
+0.37%
+$13,093.92 
PG Procter & Gamble Co
+0.37%
+$3,031.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,355.44 
BAC Bank of America Corporation
+0.36%
+$10,840.06 
ZION Zions Bancorporation, National Association
+0.35%
+$8,569.92 
GD General Dynamics Corporation
+0.32%
+$6,340.34 
MRK Merck & Co., Inc.
+0.32%
+$8,986.19 
JPM JPMorgan Chase & Co.
+0.27%
+$12,090.28 
CLMB Climb Global Solutions Inc.
+0.26%
+$3,079.79 
SYM Symbotic Inc. Class A
+0.26%
+$28,498.43 
DK Delek US Holdings Inc.
+0.24%
+$4,170.08 
CME CME Group Inc.
+0.21%
+$2,619.2 
JNJ Johnson & Johnson
+0.21%
+$8,219.77 
ADI Analog Devices, Inc.
+0.2%
+$4,322.28 
CMI Cummins Inc.
+0.19%
+$6,826.07 
CB Chubb Limited
+0.15%
+$3,112.16 
ISRG Intuitive Surgical, Inc.
+0.1%
+$4,734.23 
C Citigroup Inc.
+0.1%
+$19,345.5 
NUE Nucor Corporation
+0.1%
+$2,369.76 
WM Waste Management, Inc.
+0.1%
+$1,235.96 
WMT Walmart Inc.
+0.09%
+$958.02 
ABT Abbott Laboratories
+0.09%
+$315 
TBPH Theravance Biopharma Inc.
+0.06%
+$590.96 
AEP American Electric Power Company, Inc.
+0.06%
+$564.13 
PENN PENN Entertainment, Inc.
+0.05%
+$633.14 
DIS The Walt Disney Company
+0.03%
+$3,790.62 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$1,667.36 
XOMA XOMA Corporation
0%
$0 
BGB Blackstone Strategic Credit Fund
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$3.38M 
AAPL Apple Inc.
-7.35%
-$2.61M 
MU Micron Technology, Inc.
-5.9%
-$1.58M 
AGL Agilon Health Inc.
-5.31%
-$160,075.02 
TSN Tyson Foods Inc.
-4.43%
-$76,995.87 
SHOP Shopify Inc.
-4.29%
-$792,130.5 
HCI HCI Group, Inc.
-3.85%
-$44,906.12 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$139,603.5 
GRRR Gorilla Technology Group Inc.
-3.31%
-$32,152.18 
RIGL Rigel Pharmaceuticals, Inc.
-3.28%
-$39,845.03 
AMN Amn Healthcare Services Inc.
-3.11%
-$58,328.64 
RELY Remitly Global, Inc.
-2.9%
-$38,117.4 
QCOM QUALCOMM Incorporated
-2.63%
-$35,598.87 
ABBV AbbVie Inc.
-2.51%
-$112,959.73 
DBI Designer Brands Inc.
-2.42%
-$21,826.5 
YUM Yum! Brands, Inc.
-2.37%
-$6,138 
BA Boeing Company
-2.15%
-$184,801.85 
HRTG Heritage Insurance Holdings, Inc.
-2%
-$22,164 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$197,680.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$36,673.64 
SHIP Seanergy Maritime Holdings Corp.
-1.85%
-$22,229.46 
APD Air Products and Chemicals, Inc.
-1.77%
-$18,754.92 
GOLD Gold.com, Inc.
-1.71%
-$15,824.92 
GNK Genco Shipping & Trading Limited
-1.69%
-$18,245.48 
UNH UnitedHealth Group Incorporated
-1.68%
-$39,083.02 
LEN Lennar Corporation
-1.67%
-$18,516.4 
ADM Archer-Daniels-Midland Co
-1.66%
-$46,992.46 
DRI Darden Restaurants, Inc.
-1.64%
-$24,516.48 
AGX Argan Inc.
-1.63%
-$15,104.02 
HZO Marinemax Inc.
-1.6%
-$19,723.16 
LRCX Lam Research Corporation
-1.58%
-$249,260.38 
CYRX Cryoport Inc.
-1.57%
-$10,814.4 
DAVE Dave Inc. Class A Common Stock
-1.31%
-$24,383.75 
FCX Freeport-McMoRan Inc.
-1.28%
-$137,902.5 
NEE NextEra Energy, Inc.
-1.15%
-$25,896.4 
OMC Omnicom Group Inc.
-1.14%
-$11,749.01 
DE Deere & Company
-1.13%
-$13,219.18 
PKG Packaging Corporation of America
-1.12%
-$15,824.88 
ANDE The Andersons, Inc.
-1.03%
-$9,595.58 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$2,327.71 
RPRX Royalty Pharma plc
-1%
-$12,296.78 
XOM Exxon Mobil Corporation
-0.97%
-$7,822.89 
SOFI SoFi Technologies, Inc.
-0.97%
-$143,240.64 
MCHP Microchip Technology Incorporated
-0.96%
-$25,785.43 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$15,861.21 
FIVE Five Below, Inc.
-0.93%
-$9,067.8 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$11,856.88 
VSAT Viasat Inc.
-0.86%
-$11,503.9 
NUTX Nutex Health Inc.
-0.86%
-$12,015.55 
GILD Gilead Sciences Inc.
-0.81%
-$11,269.13 
BLK BlackRock, Inc.
-0.73%
-$7,046.33 
BLLN BillionToOne, Inc.
-0.71%
-$11,791.77 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,706.72 
MP MP Materials Corp.
-0.7%
-$28,925.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,527.02 
GS The Goldman Sachs Group, Inc.
-0.63%
-$18,545.73 
WEC WEC Energy Group Inc.
-0.57%
-$5,489.22 
SBUX Starbucks Corporation
-0.57%
-$9,595.2 
WAB Wabtec Corporation
-0.55%
-$1,212.8 
LLY Eli Lilly and Company
-0.53%
-$122,146.38 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$6,566.96 
STLD Steel Dynamics Inc.
-0.49%
-$81,269.02 
DAN Dana Inc.
-0.48%
-$3,447.05 
PEP PepsiCo, Inc.
-0.46%
-$6,240 
HD The Home Depot, Inc.
-0.42%
-$8,506.92 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,795.95 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$4,794.44 
CL Colgate-Palmolive Company
-0.33%
-$733.5 
SMMD iShares Russell 2500 ETF
-0.29%
-$3,071.95 
EVRG Evergy Inc.
-0.29%
-$3,310.05 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,536.65 
KR Kroger Co.
-0.21%
-$2,805.36 
NTRS Northern Trust Corporation
-0.17%
-$3,209.82 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$631.23 
UGI UGI Corporation
-0.17%
-$1,528.5 
MKC McCormick & Company, Incorporated
-0.12%
-$1,612.38 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$716 
ALB Albemarle Corporation
-0.1%
-$658.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$292 
HOOD Robinhood Markets, Inc.
-0.05%
-$9,902.92 
OSCR Oscar Health, Inc.
-0.03%
-$648.54 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$211.95 Events
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Dividends
Dividend Analysis
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| Trades 1690 | Longs Won 1106/1690 65% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $425,817.76 | Best Trade (Sep 08) $32.8M | Sharpe Ratio -9.54 |
| Average Loss -$187,977.32 | Worst Trade (Jun 29) -$5.27M | Z-Score 3.5 (99.95%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $213,607.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,545 | 4,091 | 3,636 | 3,182 | 2,727 | 2,273 | 1,818 | 1,364 | 909 | 455 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 106,629 | $21.71M | $32.94M | - | $11.23M | 51.7% | -7.354% |
| ABBV AbbVie Inc. | 17,459 | $2.99M | $4.38M | - | $1.39M | 46.61% | -2.513% |
| ABT Abbott Laboratories | 3,500 | $381,530.53 | $369,950 | - | -$11,580.53 | -3.04% | +0.085% |
| ADI Analog Devices, Inc. | 5,841 | $1.44M | $2.15M | - | $709,526.77 | 49.39% | +0.202% |
| ADM Archer-Daniels-Midland Co | 35,069 | $1.99M | $2.78M | - | $787,638.11 | 39.53% | -1.662% |
| AEP American Electric Power Company, Inc. | 8,059 | $740,727.39 | $1.03M | - | $289,615.76 | 39.1% | +0.055% |
| AGL Agilon Health Inc. | 31,143 | $3.59M | $2.85M | - | -$733,106.22 | -20.44% | -5.313% |
| AGX Argan Inc. | 1,600 | $1.28M | $912,687.98 | - | -$364,992.02 | -28.57% | -1.628% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 92,645 | $6.31M | $28.83M | - | $22.52M | 356.72% | +3.851% |
| ALB Albemarle Corporation | 5,487 | $978,540.42 | $645,490.68 | - | -$333,049.74 | -34.04% | -0.102% |
| ALNY Alnylam Pharmaceuticals Inc | 41,684 | $13.45M | $8.57M | - | -$4.89M | -36.32% | +0.019% |
| AMD Advanced Micro Devices, Inc. | 3,969 | $655,818.68 | $1.89M | - | $1.23M | 188.16% | -1.904% |
| AMN Amn Healthcare Services Inc. | 54,008 | $1.75M | $1.82M | - | $68,050.04 | 3.89% | -3.111% |
| AMZN Amazon.com Inc | 82,140 | $14.05M | $22.31M | - | $8.26M | 58.81% | +15.321% |
| ANDE The Andersons, Inc. | 12,967 | $886,943 | $917,804.26 | - | $30,861.26 | 3.48% | -1.035% |
| ANET Arista Networks, Inc. | 89,314 | $9.06M | $16.11M | - | $7.05M | 77.81% | +5.456% |
| APD Air Products and Chemicals, Inc. | 3,532 | $1.04M | $1.04M | - | $6,039.52 | 0.58% | -1.769% |
| APP AppLovin Corporation Class A Common Stock | 24,803 | $15.05M | $9.82M | - | -$5.23M | -34.77% | -1.973% |
| AVGO Broadcom Inc. | 9,093 | $1.63M | $3.54M | - | $1.91M | 117.45% | +0.371% |
| BA Boeing Company | 38,824 | $7.77M | $8.39M | - | $620,625.9 | 7.99% | -2.155% |
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FAQ
Which stocks have generated the highest profits for Chad Whiteley?
The largest contributions to the portfolio's profits come from the following stocks: GE Vernova Inc - $12.44M, Alibaba Group Holding Limited SP ADR - $8.21M, Boston Scientific Corporation - $6.2M, Baidu Inc - $5.93M, and Quanta Services Inc - $5.86M. 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: Marvell Technology, Inc - $5.4M, Block, Inc - $4.85M, Rocket Companies, Inc. Class A - $4.7M, Circle Internet Group, Inc - $4.59M, and lululemon athletica inc - $3.53M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chad Whiteley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.5M earned over time. The largest contributors to dividend income include Citigroup Inc - $612,497.01, Pfizer Inc - $479,848.73, Apple Inc - $312,296.82, Corebridge Financial Inc - $282,482.9, and Blackstone Inc - $273,612.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chad Whiteley's monthly returns?
Chad Whiteley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chad Whiteley's strategy be considered aggressive or moderate?
Chad Whiteley's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Chad Whiteley's strategy?
Chad Whiteley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
