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:
66.41%
Gain +0.01%
Monthly
1.74%
Yearly
23.08%
Drawdown
20.56%
$849.01M
Equity
Holdings
$849.01M
Investment
$569.89M
$376.51M
Profit +$60,224.27
Realized
$94.38M
Unrealized
$282.13M
Dividends
$10.12M
Goals
Avg. 34.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$60,224.27
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$60,224.27
Win %
78%
This Month
Compared to last month
Gain
-0.37%
Profit
-$3.15M
Win %
78%
This Year
Compared to last year
Gain
-6.15%
Profit
$5.05M
Win %
79%
AUGO Aura Minerals Inc.
+7.62%
+$44,401.62 
ALB Albemarle Corporation
+7.14%
+$60,662.41 
ALGT Allegiant Travel Company
+6.45%
+$25,929.6 
TER Teradyne, Inc.
+5.72%
+$748,830.69 
CTRN Citi Trends Inc.
+5.57%
+$50,326.83 
AMD Advanced Micro Devices, Inc.
+4.73%
+$91,508.96 
ANET Arista Networks, Inc.
+4.37%
+$581,203.34 
QCOM QUALCOMM Incorporated
+4.32%
+$102,851.04 
P Everpure Inc.
+4.28%
+$18,108.09 
AEIS Advanced Energy Industries Inc.
+4.1%
+$38,710.9 
WTS Watts Water Technologies Inc.
+3.81%
+$38,774 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$476,147.88 
GEV GE Vernova Inc.
+3.73%
+$619,482.12 
LITE Lumentum Holdings Inc.
+3.59%
+$816,736.82 
PWR Quanta Services Inc.
+3.58%
+$468,706.69 
ECG Everus Construction Group, Inc.
+3.58%
+$49,780.9 
SANM Sanmina Corporation
+3.33%
+$53,249.16 
TSN Tyson Foods Inc.
+3.22%
+$49,880.14 
FCX Freeport-McMoRan Inc.
+3.12%
+$336,575.79 
MKSI MKS Instruments Inc.
+3%
+$50,595.18 
CEG Constellation Energy Corporation
+2.86%
+$234,397.74 
CME CME Group Inc.
+2.8%
+$218,405.55 
RL Ralph Lauren Corporation
+2.71%
+$26,999.09 
SCHW Charles Schwab Corporation
+2.71%
+$8,159.99 
NEM Newmont Corporation
+2.71%
+$5,280 
GS The Goldman Sachs Group, Inc.
+2.62%
+$77,832.78 
UAL United Airlines Holdings, Inc.
+2.58%
+$411,212.1 
IDCC InterDigital, Inc.
+2.56%
+$18,169.93 
TPL Texas Pacific Land Corporation
+2.53%
+$24,130.11 
T AT&T Inc.
+2.52%
+$4,909.12 
VZ Verizon Communications Inc.
+2.49%
+$5,981.04 
MCHP Microchip Technology Incorporated
+2.48%
+$80,658.7 
LEU Centrus Energy Corp.
+2.46%
+$9,469.22 
STRL Sterling Infrastructure, Inc.
+2.44%
+$57,232 
RIGL Rigel Pharmaceuticals, Inc.
+2.4%
+$16,444.85 
JPM JPMorgan Chase & Co.
+2.31%
+$93,679.24 
CMCSA Comcast Corp
+2.21%
+$27,262.67 
JBL Jabil Inc.
+2.1%
+$31,497.96 
NTRS Northern Trust Corporation
+2.1%
+$35,716.91 
NUE Nucor Corporation
+2.09%
+$50,881.39 
EYE National Vision Holdings Inc.
+1.97%
+$12,353.04 
DINO HF Sinclair Corporation
+1.95%
+$12,061.84 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+1.94%
+$15,427.7 
SMTC Semtech Corporation
+1.92%
+$18,739.52 
VICR Vicor Corporation
+1.92%
+$38,565.29 
TSLA Tesla, Inc.
+1.82%
+$386,735.44 
MCY Mercury General Corporation
+1.81%
+$17,574.22 
TIGO Millicom International Cellular S.A.
+1.8%
+$28,195.1 
TPC Tutor Perini Corporation
+1.78%
+$16,348.8 
PKG Packaging Corporation of America
+1.71%
+$21,179.96 
ADM Archer-Daniels-Midland Co
+1.7%
+$45,550.62 
VRT Vertiv Holdings Co
+1.68%
+$329,140.4 
GFI Gold Fields Ltd. Sponsored ADR
+1.67%
+$12,210 
CYRX Cryoport Inc.
+1.67%
+$10,814.4 
TEX Terex Corporation
+1.62%
+$13,446.66 
WFC Wells Fargo & Company
+1.61%
+$85,198.47 
BAC Bank of America Corporation
+1.56%
+$41,875.98 
DE Deere & Company
+1.55%
+$205,546.98 
BLK BlackRock, Inc.
+1.52%
+$14,109.28 
UFCS United Fire Group, Inc.
+1.51%
+$18,123.12 
GLW Corning Incorporated
+1.5%
+$33,559.6 
POWL Powell Industries Inc.
+1.46%
+$20,425.5 
CAT Caterpillar Inc.
+1.44%
+$71,778.24 
OMC Omnicom Group Inc.
+1.44%
+$13,771.06 
EME EMCOR Group, Inc.
+1.42%
+$187,360.6 
ADI Analog Devices, Inc.
+1.37%
+$32,250.74 
XLF Financial Select Sector SPDR Fund
+1.37%
+$2,923.2 
NEE NextEra Energy, Inc.
+1.35%
+$29,230.7 
ABBV AbbVie Inc.
+1.32%
+$52,554.8 
C Citigroup Inc.
+1.27%
+$261,886.96 
ATRO Astronics Corporation
+1.27%
+$6,529 
EVRG Evergy Inc.
+1.26%
+$14,022.32 
ZIM ZIM Integrated Shipping Services Ltd.
+1.24%
+$9,396.8 
ZION Zions Bancorporation, National Association
+1.22%
+$28,489.32 
VLO Valero Energy Corporation
+1.2%
+$3,742.33 
SITM SiTime Corporation
+1.2%
+$19,246.29 
LRCX Lam Research Corporation
+1.18%
+$221,857.87 
ITW Illinois Tool Works Inc.
+1.17%
+$8,367.81 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$5,526 
STLD Steel Dynamics Inc.
+1.15%
+$211,521.06 
SWX Southwest Gas Holdings Inc.
+1.12%
+$11,231.61 
NSC Norfolk Southern Corporation
+1.09%
+$19,833.84 
JNJ Johnson & Johnson
+1.07%
+$39,011.86 
HOOD Robinhood Markets, Inc.
+1.04%
+$187,444.8 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$12,252.24 
SMMD iShares Russell 2500 ETF
+0.98%
+$10,101.57 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$7,314.05 
KR Kroger Co.
+0.92%
+$13,508.05 
PG Procter & Gamble Co
+0.86%
+$7,363.46 
CVX Chevron Corporation
+0.75%
+$107,972.83 
UNH UnitedHealth Group Incorporated
+0.73%
+$20,528.64 
HD The Home Depot, Inc.
+0.73%
+$14,313.32 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,833.01 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$6,494.42 
CRUS Cirrus Logic, Inc.
+0.71%
+$7,494.8 
EMR Emerson Electric Co.
+0.69%
+$3,610.36 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$1,962 
YUM Yum! Brands, Inc.
+0.68%
+$1,716 
INCY Incyte Corporation
+0.65%
+$6,622.7 
WMB The Williams Companies, Inc.
+0.64%
+$15,839.25 
IYW iShares U.S. Technology ETF
+0.61%
+$7,934.23 
CMI Cummins Inc.
+0.59%
+$21,395.11 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$17,593.31 
AEP American Electric Power Company, Inc.
+0.58%
+$5,988.75 
PTCT PTC Therapeutics, Inc.
+0.58%
+$5,069.7 
VOO Vanguard S&P 500 ETF
+0.55%
+$21,293.45 
HON Honeywell International Inc.
+0.54%
+$1,573.18 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$18,569.41 
GOOGL Alphabet Inc
+0.53%
+$163,931.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$2,688.01 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,253.42 
BBJP JPMorgan BetaBuilders Japan Fund
+0.46%
+$1,027.83 
GOOG Alphabet Inc
+0.45%
+$10,182.4 
WMT Walmart Inc.
+0.45%
+$5,350.87 
BMY Bristol-Myers Squibb Company
+0.4%
+$5,561.17 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$3,032.37 
GD General Dynamics Corporation
+0.38%
+$6,902.05 
PEP PepsiCo, Inc.
+0.38%
+$5,172.12 
WEC WEC Energy Group Inc.
+0.33%
+$3,136.12 
DRI Darden Restaurants, Inc.
+0.3%
+$4,382.91 
XOM Exxon Mobil Corporation
+0.28%
+$2,351.67 
IXC iShares Global Energy ETF
+0.28%
+$10,554.12 
VUG Vanguard Growth ETF
+0.18%
+$592.2 
IYC iShares U.S. Consumer Discretionary ETF
+0.16%
+$357.6 
NVDA NVIDIA Corporation
+0.16%
+$73,046.08 
PFE Pfizer Inc.
+0.15%
+$316.44 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$188.11 
MSFT Microsoft Corp.
+0.1%
+$927.58 
VISN Vistance Networks, Inc.
+0.08%
+$502.28 
CL Colgate-Palmolive Company
+0.07%
+$146.7 
CB Chubb Limited
+0.06%
+$1,214.76 
PANW Palo Alto Networks, Inc.
+0.03%
+$117.18 
ORCL Oracle Corporation
+0.02%
+$98.04 
MCD McDonald's Corporation
+0.01%
+$179.2 
AMOT Allied Motion Technologies, Inc.
0%
$0 
ARWR
0%
$0 
BFHIV Bread Financial Holdings, Inc.
0%
$0 
EQT
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
LUNR Intuitive Machines, Inc.
-13.12%
-$191,195.22 
RDDT Reddit Inc Class A
-6.44%
-$842,980.25 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$113,036.93 
ISSC Innovative Solutions & Support, Inc.
-4.59%
-$43,318.08 
RKT Rocket Companies, Inc. Class A
-2.68%
-$344,334.6 
LLY Eli Lilly and Company
-2.41%
-$539,238.39 
PLTR Palantir Technologies Inc.
-2.36%
-$250,574.44 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$198,148.92 
NKE Nike, Inc. - Class B
-2.24%
-$34,462.77 
AAOI Applied Optoelectronics, Inc.
-2.16%
-$37,680.43 
SHOP Shopify Inc.
-2.02%
-$216,537.46 
FIVE Five Below, Inc.
-1.72%
-$16,286.35 
ABT Abbott Laboratories
-1.64%
-$5,882.94 
AAPL Apple Inc.
-1.52%
-$502,020 
LMT Lockheed Martin Corporation
-1.52%
-$19,522.23 
MU Micron Technology, Inc.
-1.43%
-$427,729 
FSLR First Solar, Inc.
-1.42%
-$30,733.4 
MRK Merck & Co., Inc.
-1.42%
-$36,872.67 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$22,785.4 
AMZN Amazon.com Inc
-1.23%
-$234,839.69 
BA Boeing Company
-1.16%
-$93,708.07 
IBM International Business Machines Corporation
-0.95%
-$27,112.89 
AVGO Broadcom Inc.
-0.91%
-$33,159.03 
RPRX Royalty Pharma plc
-0.76%
-$8,889.3 
DDS Dillard's Inc.
-0.69%
-$5,956.68 
CSCO Cisco Systems, Inc.
-0.6%
-$29,227.82 
SNPS Synopsys, Inc.
-0.53%
-$42,309.6 
ISRG Intuitive Surgical, Inc.
-0.45%
-$45,438.6 
SM SM Energy Company
-0.42%
-$7,187.44 
RTX RTX Corporation
-0.37%
-$4,245.3 
MRVL Marvell Technology, Inc.
-0.36%
-$95,872.35 
UVE Universal Insurance Holdings, Inc.
-0.34%
-$3,907.34 
CBOE Cboe Global Markets Inc.
-0.34%
-$2,800.68 
AA Alcoa Corporation
-0.3%
-$3,142.65 
DIS The Walt Disney Company
-0.3%
-$1,407 
META Meta Platforms Inc Class A
-0.26%
-$33,387.93 
GILD Gilead Sciences Inc.
-0.22%
-$4,902.52 
MIRM Mirum Pharmaceuticals Inc.
-0.2%
-$2,039.12 
AUPH Aurinia Pharmaceuticals Inc.
-0.19%
-$1,824.39 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$32,074.28 Events
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Dividends
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| Trades 1518 | Longs Won 897/1518 59% | Profit Factor 7.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.49M |
| Average Win $480,000.49 | Best Trade (Jun 14) $28.24M | Sharpe Ratio -11.99 |
| Average Loss -$88,109.03 | Worst Trade (Jun 14) -$5.68M | Z-Score -1.46 (85.87%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $248,027.69 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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