J. Chad Jordan Portfolio
Invests via Processus Wealth & Capital Management, LLC | Managed by J. Chad Jordan, Grady C. Tabor
Invests via Processus Wealth & Capital Management, LLC
Managed by J. Chad Jordan, Grady C. Tabor
Automatically Tracked
J. Chad Jordan Profile
Seasoned corporate executive and investor with experience leading private equity transactions, strategic M&A and operational turnarounds across mid‑market industrials and services. J. Chad Jordan combines operating leadership, deal execution and capital-allocation experience to drive EBITDA expansion and portfolio company value creation. Active as a board director and adviser, focuses on buyouts, growth equity and carve-outs, sourcing proprietary deals and partnering with management on margin improvement and go‑to-market scaling.
Seasoned corporate executive and investor with experience leading private equity transactions, strategic M&A and operational turnarounds across mid‑market industrials and services. J. Chad Jordan combines operating leadership, deal execution and capital-allocation experience to drive EBITDA expansion and portfolio company value creation. Active as a board director and adviser, focuses on buyouts, growth equity and carve-outs, sourcing proprietary deals and partnering with management on margin improvement and go‑to-market scaling.
Investment Philosophy & Strategy
Prioritizes control-oriented private market investments in mid‑market industrials and services, combining operational playbooks with disciplined capital allocation to accelerate EBITDA growth. Targets buyouts, carve‑outs and growth equity where process-driven margin expansion, go‑to‑market scaling and hands‑on board oversight unlock value. Underwrites deals with conservative leverage, clear operational KPIs and management alignment, sourcing proprietary opportunities through executive networks and driving exits via strategic M&A or operationally led growth.
Prioritizes control-oriented private market investments in mid‑market industrials and services, combining operational playbooks with disciplined capital allocation to accelerate EBITDA growth. Targets buyouts, carve‑outs and growth equity where process-driven margin expansion, go‑to‑market scaling and hands‑on board oversight unlock value. Underwrites deals with conservative leverage, clear operational KPIs and management alignment, sourcing proprietary opportunities through executive networks and driving exits via strategic M&A or operationally led growth.
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:
54.66%
Gain
Monthly
1.49%
Yearly
19.44%
Drawdown
18.57%
$167.87M
Equity
Holdings
$167.87M
Investment
$101.05M
$73.73M
Profit +$0.19
Realized
$6.91M
Unrealized
$66.82M
Dividends
$3.15M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$0.19
Win %
80%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,002.26
Win %
80%
This Month
Compared to last month
Gain
-1.02%
Profit
-$1.73M
Win %
80%
This Year
Compared to last year
Gain
4.46%
Profit
$8.06M
Win %
80%
AMAT Applied Materials, Inc.
+2.64%
+$266,939.31 
JPM JPMorgan Chase & Co.
+2.31%
+$137,572.44 
BAC Bank of America Corporation
+1.56%
+$67,690.6 
C Citigroup Inc.
+1.27%
+$64,847.2 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$85,829.72 
PVAL Putnam Focused Large Cap Value ETF
+1.06%
+$7,276.5 
FELV Fidelity Enhanced Large Cap Value ETF
+0.94%
+$28,640.22 
CVX Chevron Corporation
+0.75%
+$16,878.4 
MA Mastercard Incorporated
+0.71%
+$34,224.61 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$2,875.62 
EMR Emerson Electric Co.
+0.69%
+$18,603.34 
COST Costco Wholesale Corporation
+0.68%
+$33,293.34 
GOOGL Alphabet Inc
+0.53%
+$38,794.01 
GOOG Alphabet Inc
+0.45%
+$32,564.6 
GD General Dynamics Corporation
+0.38%
+$10,200 
PEP PepsiCo, Inc.
+0.38%
+$2,720.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$4,297 
AMGN Amgen Inc.
+0.32%
+$12,223.08 
NVDA NVIDIA Corporation
+0.16%
+$33,793.92 
CGGR Capital Group Growth ETF
+0.11%
+$766.85 
FDX FedEx Corporation
+0.09%
+$4,647.21 
EOG EOG Resources, Inc.
+0.09%
+$1,554.84 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$2,789.36 
PLTR Palantir Technologies Inc.
-2.36%
-$82,533.9 
ULTA Ulta Beauty Inc.
-1.82%
-$34,103.72 
AAPL Apple Inc.
-1.52%
-$179,941.5 
MRK Merck & Co., Inc.
-1.42%
-$27,142.83 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$41,377.04 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$100,683.09 
AMZN Amazon.com Inc
-1.23%
-$111,932.4 
AVGO Broadcom Inc.
-0.91%
-$34,720 
RTX RTX Corporation
-0.37%
-$14,547.24 
CRM Salesforce Inc
-0.34%
-$3,342.64 
META Meta Platforms Inc Class A
-0.26%
-$4,455.85 
IWY iShares Russell Top 200 Growth ETF
0%
-$318.35 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 352 | Longs Won 267/352 75% | Profit Factor 24.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $288,044.05 | Best Trade (Jun 14) $15.56M | Sharpe Ratio -20.59 |
| Average Loss -$37,382.9 | Worst Trade (Mar 30) -$527,618.24 | Z-Score 11.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $209,460.83 |
| 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% | 0.09% |
| Consecutive Losing Trades | 4,484 | 4,036 | 3,587 | 3,139 | 2,691 | 2,242 | 1,794 | 1,345 | 897 | 448 |
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
