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:
97%
Gain +3.62%
Monthly
2.21%
Yearly
30.08%
Drawdown
25.03%
$800.88M
Equity
Holdings
$800.88M
Investment
$596.23M
$306.51M
Profit +$21.68M
Realized
$101.85M
Unrealized
$204.65M
Dividends
$11.01M
Goals
Avg. 24% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.62%
Profit
$21.68M
Win %
73%
This Week
Compared To Last Week
Gain
-3.63%
Profit
-$30.12M
Win %
73%
This Month
Compared to last month
Gain
-10.36%
Profit
-$92.58M
Win %
73%
This Year
Compared to last year
Gain
-10.39%
Profit
-$92.86M
Win %
76%
WAB Wabtec Corporation
+10.76%
+$21,496.88 
CME CME Group Inc.
+7.04%
+$76,736.5 
CBOE Cboe Global Markets Inc.
+4.99%
+$38,757.3 
TSSI TSS, Inc.
+3.82%
+$27,758.62 
SM SM Energy Company
+3.75%
+$44,717.97 
WBI WaterBridge Infrastructure LLC
+3.33%
+$43,353.2 
CHRD Chord Energy Corp
+3.31%
+$31,976.88 
GRRR Gorilla Technology Group Inc.
+3.3%
+$35,536.62 
LAR Lithium Argentina AG
+3.02%
+$24,341.47 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.82%
+$834,731.45 
ALB Albemarle Corporation
+2.55%
+$16,570.74 
FCX Freeport-McMoRan Inc.
+2.45%
+$260,482.5 
CYRX Cryoport Inc.
+2.4%
+$17,573.4 
DE Deere & Company
+2.21%
+$25,194.24 
QCOM QUALCOMM Incorporated
+2.06%
+$31,896.15 
LMT Lockheed Martin Corporation
+2.05%
+$24,151.2 
STLD Steel Dynamics Inc.
+2.05%
+$313,276.42 
LB LandBridge Company LLC
+2.03%
+$22,096.55 
VSAT Viasat Inc.
+1.91%
+$24,209.7 
MRK Merck & Co., Inc.
+1.71%
+$47,340.72 
FSLR First Solar, Inc.
+1.69%
+$9,848.15 
GOLD Gold.com, Inc.
+1.64%
+$14,396.25 
AEP American Electric Power Company, Inc.
+1.63%
+$17,165.75 
IXC iShares Global Energy ETF
+1.62%
+$62,680.64 
VSCO Victoria's Secret & Co.
+1.61%
+$26,828.2 
WMB The Williams Companies, Inc.
+1.56%
+$39,262.05 
DAN Dana Inc.
+1.51%
+$11,004.14 
CL Colgate-Palmolive Company
+1.48%
+$3,276.3 
NUE Nucor Corporation
+1.48%
+$32,702.55 
JNJ Johnson & Johnson
+1.46%
+$56,762.94 
NEE NextEra Energy, Inc.
+1.43%
+$32,306.4 
GD General Dynamics Corporation
+1.4%
+$26,660.61 
STRL Sterling Infrastructure, Inc.
+1.37%
+$17,480.29 
EVRG Evergy Inc.
+1.37%
+$15,998.72 
MRVL Marvell Technology, Inc.
+1.36%
+$272,750.4 
XOM Exxon Mobil Corporation
+1.35%
+$10,481.65 
ANDE The Andersons, Inc.
+1.28%
+$12,967 
PKG Packaging Corporation of America
+1.28%
+$16,590.6 
GS The Goldman Sachs Group, Inc.
+1.28%
+$39,796.11 
CRDO Credo Technology Group Holding Ltd.
+1.24%
+$21,075.26 
DRI Darden Restaurants, Inc.
+1.24%
+$17,356.8 
CRC California Resources Corp
+1.24%
+$9,589.14 
WEC WEC Energy Group Inc.
+1.2%
+$11,718.99 
GILD Gilead Sciences Inc.
+1.2%
+$16,429.92 
YUM Yum! Brands, Inc.
+1.15%
+$2,788.5 
AMD Advanced Micro Devices, Inc.
+1.08%
+$23,337.72 
PG Procter & Gamble Co
+1.08%
+$9,152 
UGI UGI Corporation
+0.99%
+$9,171 
ADM Archer-Daniels-Midland Co
+0.96%
+$28,931.92 
BLK BlackRock, Inc.
+0.94%
+$8,635.76 
CVX Chevron Corporation
+0.92%
+$82,030.08 
JCI Johnson Controls International plc
+0.9%
+$24,222.71 
LEN Lennar Corporation
+0.88%
+$9,522.72 
CSCO Cisco Systems, Inc.
+0.87%
+$33,805.1 
ICHR Ichor Holdings Ltd.
+0.81%
+$12,827.1 
TSN Tyson Foods Inc.
+0.79%
+$12,880.35 
KR Kroger Co.
+0.78%
+$10,520.1 
ITW Illinois Tool Works Inc.
+0.74%
+$5,630.04 
RTX RTX Corporation
+0.73%
+$8,617.98 
BMRN Biomarin Pharmaceutical Inc.
+0.73%
+$9,104.39 
CMI Cummins Inc.
+0.65%
+$24,114.45 
HWM Howmet Aerospace Inc.
+0.65%
+$1,998 
ABT Abbott Laboratories
+0.64%
+$2,240 
WM Waste Management, Inc.
+0.63%
+$8,230.37 
ORCL Oracle Corporation
+0.62%
+$1,678.75 
CALY BlackRock Short-Term California Muni Bond ETF
+0.6%
+$7,534.12 
CAT Caterpillar Inc.
+0.59%
+$29,842.56 
ZION Zions Bancorporation, National Association
+0.56%
+$13,926.12 
DIS The Walt Disney Company
+0.52%
+$63,177 
AMN Amn Healthcare Services Inc.
+0.51%
+$9,451.4 
BMY Bristol-Myers Squibb Company
+0.51%
+$7,640.57 
EMR Emerson Electric Co.
+0.49%
+$2,499 
MCHP Microchip Technology Incorporated
+0.46%
+$13,788 
BAC Bank of America Corporation
+0.44%
+$13,303.71 
BA Boeing Company
+0.41%
+$32,417.65 
ZIM ZIM Integrated Shipping Services Ltd.
+0.38%
+$3,982.21 
MU Micron Technology, Inc.
+0.34%
+$99,388.56 
JPM JPMorgan Chase & Co.
+0.33%
+$14,791.17 
PWR Quanta Services Inc.
+0.33%
+$43,696.95 
ADI Analog Devices, Inc.
+0.33%
+$7,301.25 
GOOG Alphabet Inc
+0.32%
+$6,962.92 
IJH iShares Core S&P Mid-Cap ETF
+0.3%
+$2,058.5 
DK Delek US Holdings Inc.
+0.3%
+$5,212.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.3%
+$681.97 
AGX Argan Inc.
+0.28%
+$2,752 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$2,489.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$955.53 
RPRX Royalty Pharma plc
+0.24%
+$2,917.88 
MP MP Materials Corp.
+0.24%
+$10,971.62 
IYJ iShares U.S. Industrials ETF
+0.23%
+$445.85 
HD The Home Depot, Inc.
+0.19%
+$3,886.14 
VEU Vanguard FTSE All-World ex-US ETF
+0.18%
+$1,280.55 
TBPH Theravance Biopharma Inc.
+0.18%
+$1,772.88 
P Everpure Inc.
+0.17%
+$22,501.18 
ANET Arista Networks, Inc.
+0.16%
+$25,007.92 
LASR nLIGHT, Inc.
+0.16%
+$1,773.12 
GOOGL Alphabet Inc
+0.15%
+$45,666.07 
PEP PepsiCo, Inc.
+0.12%
+$1,608.75 
XLRE The Real Estate Select Sector SPDR Fund
+0.11%
+$1,427.6 
VLO Valero Energy Corporation
+0.1%
+$309.99 
SBUX Starbucks Corporation
+0.06%
+$959.52 
APD Air Products and Chemicals, Inc.
+0.05%
+$565.08 
CMCSA Comcast Corp
+0.04%
+$529.89 
HSHP Himalaya Shipping Ltd.
+0.03%
+$358.07 
ABBV AbbVie Inc.
+0.02%
+$872.78 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.02%
+$84 
XOMA XOMA Corporation
0%
$0 
RDDT Reddit Inc Class A
-8.55%
-$1.44M 
GEV GE Vernova Inc.
-6.16%
-$1.26M 
AGL Agilon Health Inc.
-4.31%
-$168,795.06 
RIGL Rigel Pharmaceuticals, Inc.
-3.68%
-$46,060.82 
DAVE Dave Inc. Class A Common Stock
-3.63%
-$78,471.18 
CB Chubb Limited
-3.44%
-$71,638.4 
BLLN BillionToOne, Inc.
-3.42%
-$53,971.12 
CLMB Climb Global Solutions Inc.
-3.35%
-$38,057.4 
SOFI SoFi Technologies, Inc.
-3.13%
-$494,627.84 
NUTX Nutex Health Inc.
-3.11%
-$49,187.88 
MRSH Marsh & McLennan Companies, Inc.
-3.07%
-$48,628.83 
NTRS Northern Trust Corporation
-3.02%
-$55,972.98 
STAA Staar Surgical Company
-2.97%
-$26,297.28 
REAL The RealReal, Inc.
-2.94%
-$33,360.6 
OSCR Oscar Health, Inc.
-2.6%
-$51,883.2 
APP AppLovin Corporation Class A Common Stock
-2.55%
-$271,096.54 
SHOP Shopify Inc.
-2.32%
-$430,768.11 
META Meta Platforms Inc Class A
-2.22%
-$383,254.3 
MSFT Microsoft Corp.
-1.98%
-$15,724.16 
HRTG Heritage Insurance Holdings, Inc.
-1.97%
-$19,578.2 
RELY Remitly Global, Inc.
-1.76%
-$23,487.04 
HCI HCI Group, Inc.
-1.74%
-$19,986.78 
GLW Corning Incorporated
-1.59%
-$7,257.18 
PENN PENN Entertainment, Inc.
-1.55%
-$20,893.62 
AMZN Amazon.com Inc
-1.51%
-$306,382.2 
CMBT CMB.TECH NV
-1.48%
-$17,826.84 
SYM Symbotic Inc. Class A
-1.47%
-$163,219.77 
LLY Eli Lilly and Company
-1.41%
-$330,573.34 
CARE Carter Bankshares, Inc.
-1.29%
-$17,018.97 
VRT Vertiv Holdings Co
-1.27%
-$239,801.88 
WFC Wells Fargo & Company
-1.26%
-$36,258.15 
SNPS Synopsys, Inc.
-1.01%
-$120,196.26 
AAPL Apple Inc.
-0.99%
-$346,543.18 
WMT Walmart Inc.
-0.99%
-$10,442.2 
ALNY Alnylam Pharmaceuticals Inc
-0.97%
-$109,420.5 
DOX Amdocs Limited
-0.95%
-$9,836.75 
CRWD CrowdStrike Holdings, Inc.
-0.91%
-$18,061.2 
HZO Marinemax Inc.
-0.9%
-$10,566 
ENTG Entegris, Inc.
-0.88%
-$102,392.58 
MCHB Mechanics Bank
-0.87%
-$8,848.42 
FIGS Figs Inc.
-0.78%
-$7,637.84 
GNK Genco Shipping & Trading Limited
-0.75%
-$7,878.73 
UNH UnitedHealth Group Incorporated
-0.71%
-$17,136.8 
REGN Regeneron Pharmaceuticals, Inc.
-0.65%
-$64,363.03 
TER Teradyne, Inc.
-0.64%
-$85,969.16 
VUG Vanguard Growth ETF
-0.63%
-$1,462.05 
ISRG Intuitive Surgical, Inc.
-0.61%
-$28,274.52 
LRCX Lam Research Corporation
-0.58%
-$98,908.41 
EGBN Eagle Bancorp Inc.
-0.57%
-$5,648.82 
BBJP JPMorgan BetaBuilders Japan Fund
-0.55%
-$1,239.43 
DBI Designer Brands Inc.
-0.52%
-$4,365.3 
IYW iShares U.S. Technology ETF
-0.51%
-$6,015 
SHIP Seanergy Maritime Holdings Corp.
-0.49%
-$5,052.15 
IGM iShares Expanded Tech Sector ETF
-0.43%
-$1,215 
HOOD Robinhood Markets, Inc.
-0.42%
-$111,407.85 
FIVE Five Below, Inc.
-0.42%
-$3,822.7 
IYC iShares U.S. Consumer Discretionary ETF
-0.36%
-$793.42 
TSLA Tesla, Inc.
-0.34%
-$69,382.94 
MKC McCormick & Company, Incorporated
-0.3%
-$4,165.31 
QQQ Invesco QQQ Trust, Series 1
-0.28%
-$8,526.42 
NVDA NVIDIA Corporation
-0.28%
-$130,913.61 
SPCX Space Exploration Technologies Corp. Class A
-0.24%
-$10,935 
SMMD iShares Russell 2500 ETF
-0.19%
-$2,067.62 
BGB Blackstone Strategic Credit Fund
-0.18%
-$282.18 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$465.45 
LITE Lumentum Holdings Inc.
-0.15%
-$26,943.09 
IVV iShares Core S&P 500 ETF
-0.14%
-$507.86 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$1,060.53 
C Citigroup Inc.
-0.14%
-$26,788.14 
IYH iShares U.S. Healthcare ETF
-0.13%
-$507.51 
VOO Vanguard S&P 500 ETF
-0.13%
-$1,385.51 
AVGO Broadcom Inc.
-0.12%
-$4,228.34 
SCHA Schwab U.S. Small-Cap ETF
-0.12%
-$552.6 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$4,410.9 
NSC Norfolk Southern Corporation
-0.08%
-$1,586.29 
IBM International Business Machines Corporation
-0.04%
-$916.52 
OMC Omnicom Group Inc.
-0.03%
-$258.22 
MCD McDonald's Corporation
-0.02%
-$274.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1690 | Longs Won 964/1690 57% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $397,391.22 | Best Trade (Jul 22) $29.77M | Sharpe Ratio -9.84 |
| Average Loss -$105,478.4 | Worst Trade (Jul 30) -$5.33M | Z-Score -3.12 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $181,365.57 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $12.43M, Alibaba Group Holding Limited SP ADR - $8.24M, Boston Scientific Corporation - $6.2M, Robinhood Markets, Inc - $5.43M, and ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $5.38M. 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, Rocket Companies, Inc. Class A - $4.7M, lululemon athletica inc - $3.53M, Spotify Technology S.A - $3.36M, and ICON plc - $1.59M. 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 $11.01M earned over time. The largest contributors to dividend income include Citigroup Inc - $512,785.6, Pfizer Inc - $479,848.73, Apple Inc - $283,506.99, Blackstone Inc - $273,612.63, and iShares Global Energy ETF - $242,116.56. 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.
