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:
96.98%
Gain +0.48%
Monthly
2.06%
Yearly
27.7%
Drawdown
21.67%
$180.88M
Equity
Holdings
$180.88M
Investment
$102.45M
$86.7M
Profit +$652,244.4
Realized
$8.28M
Unrealized
$78.43M
Dividends
$3.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$652,244.4
Win %
87%
This Week
Compared To Last Week
Gain
0.81%
Profit
$1.46M
Win %
87%
This Month
Compared to last month
Gain
1.23%
Profit
$2.19M
Win %
87%
This Year
Compared to last year
Gain
5.89%
Profit
$10.06M
Win %
86%
PLTR Palantir Technologies Inc.
+2.09%
+$116,126.4 
AMZN Amazon.com Inc
+1.89%
+$186,329.86 
MRK Merck & Co., Inc.
+1.78%
+$41,793.16 
CRWD CrowdStrike Holdings, Inc.
+1.39%
+$144,321.12 
GOOGL Alphabet Inc
+1.29%
+$91,982.66 
GOOG Alphabet Inc
+1.28%
+$90,947.23 
MA Mastercard Incorporated
+1.22%
+$53,521.92 
AMGN Amgen Inc.
+1.21%
+$54,234.93 
IWP iShares Russell Mid-Cap Growth ETF
+0.96%
+$48,836.91 
CGGR Capital Group Growth ETF
+0.93%
+$7,066.6 
AVGO Broadcom Inc.
+0.86%
+$32,045.53 
EMR Emerson Electric Co.
+0.77%
+$22,937.08 
TMO Thermo Fisher Scientific Inc.
+0.74%
+$28,712.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.58%
+$7,088.23 
EOG EOG Resources, Inc.
+0.48%
+$8,822.28 
IWY iShares Russell Top 200 Growth ETF
+0.46%
+$42,445.34 
CVX Chevron Corporation
+0.44%
+$10,606.98 
IWS iShares Russell Mid-Cap Value ETF
+0.33%
+$25,403.54 
RTX RTX Corporation
+0.26%
+$9,372.54 
PVAL Putnam Focused Large Cap Value ETF
+0.2%
+$1,593.46 
FELV Fidelity Enhanced Large Cap Value ETF
+0.19%
+$5,903.52 
BAC Bank of America Corporation
+0.18%
+$7,479.44 
NVDA NVIDIA Corporation
+0.1%
+$23,768.36 
META Meta Platforms Inc Class A
+0.09%
+$1,861.08 
IVE ISHARES S&P 500 VALUE ETF
+0.07%
+$276.87 
GD General Dynamics Corporation
+0.06%
+$1,457.19 
C Citigroup Inc.
+0.04%
+$1,740.13 
AAPL Apple Inc.
-2.16%
-$295,178.5 
PEP PepsiCo, Inc.
-2.1%
-$14,660.8 
PNFP Pinnacle Financial Partners Inc.
-1.11%
-$7,508.55 
GEV GE Vernova Inc.
-1.04%
-$23,865.78 
FBK FB Financial Corp
-0.62%
-$4,031.94 
ULTA Ulta Beauty Inc.
-0.51%
-$11,953.63 
AMAT Applied Materials, Inc.
-0.39%
-$33,824.51 
FDX FedEx Corporation
-0.26%
-$10,017.69 
COST Costco Wholesale Corporation
-0.26%
-$12,171.08 
JPM JPMorgan Chase & Co.
-0.02%
-$1,145.17 Events
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Dividends
Dividend Analysis
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| Trades 389 | Longs Won 318/389 81% | Profit Factor 26.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.1M |
| Average Win $283,525.32 | Best Trade (Oct 07) $18.78M | Sharpe Ratio -14.24 |
| Average Loss -$48,715.09 | Worst Trade (Mar 30) -$527,618.24 | Z-Score 24.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $222,885.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 3,717 | 3,346 | 2,974 | 2,602 | 2,230 | 1,859 | 1,487 | 1,115 | 743 | 372 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,215 | $7.81M | $13.39M | - | $5.58M | 71.5% | -2.156% |
| AMAT Applied Materials, Inc. | 17,083 | $2.86M | $8.67M | - | $5.81M | 203.45% | -0.389% |
| AMGN Amgen Inc. | 11,001 | $3.18M | $4.54M | - | $1.36M | 42.67% | +1.21% |
| AMZN Amazon.com Inc | 38,738 | $6.43M | $10.03M | - | $3.6M | 56.04% | +1.893% |
| AVGO Broadcom Inc. | 10,354 | $3.23M | $3.76M | - | $526,652.67 | 16.28% | +0.859% |
| BAC Bank of America Corporation | 78,731 | $2.75M | $4.23M | - | $1.47M | 53.49% | +0.177% |
| C Citigroup Inc. | 34,804 | $1.98M | $4.46M | - | $2.48M | 125.41% | +0.039% |
| CGGR Capital Group Growth ETF | 15,880 | $694,876.67 | $767,083.4 | - | $72,206.73 | 10.39% | +0.93% |
| COST Costco Wholesale Corporation | 5,019 | $3.45M | $4.75M | - | $1.3M | 37.66% | -0.256% |
| CRWD CrowdStrike Holdings, Inc. | 39,432 | $3.35M | $10.52M | - | $7.16M | 213.52% | +1.392% |
| CVX Chevron Corporation | 11,467 | $1.76M | $2.44M | - | $680,649.42 | 38.77% | +0.437% |
| EMR Emerson Electric Co. | 18,648 | $1.97M | $2.99M | - | $1.02M | 51.42% | +0.773% |
| EOG EOG Resources, Inc. | 12,253 | $1.48M | $1.83M | - | $346,061.5 | 23.34% | +0.485% |
| FBK FB Financial Corp | 12,218 | $676,266 | $642,422.44 | - | -$33,843.56 | -5% | -0.624% |
| FDX FedEx Corporation | 13,181 | $2.76M | $3.84M | - | $1.08M | 39.17% | -0.261% |
| FELV Fidelity Enhanced Large Cap Value ETF | 73,794 | $2.17M | $3.11M | - | $943,037.41 | 43.53% | +0.19% |
| GD General Dynamics Corporation | 7,669 | $2.06M | $2.53M | - | $470,167.77 | 22.81% | +0.058% |
| GEV GE Vernova Inc. | 2,297 | $2.7M | $2.27M | - | -$427,011.88 | -15.82% | -1.04% |
| GOOG Alphabet Inc | 20,553 | $3.07M | $7.18M | - | $4.11M | 133.74% | +1.283% |
| GOOGL Alphabet Inc | 20,509 | $3.02M | $7.24M | - | $4.21M | 139.23% | +1.288% |
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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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FAQ
Which stocks have generated the highest profits for J. Chad Jordan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $6.15M, Applied Materials, Inc - $932,667.41, CrowdStrike Holdings, Inc - $746,663.6, QUALCOMM Incorporated - $712,531.37, and RTX Corporation - $476,062.84. 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: Adobe Inc - $649,850.32, Salesforce Inc - $569,228.75, lululemon athletica inc - $427,066, iShares Russell 2000 ETF - $335,774.18, and Comcast Corp - $232,369.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. Chad Jordan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.59M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $307,283.9, iShares Russell Mid-Cap Value ETF - $266,454.01, Amgen Inc - $254,595.32, FedEx Corporation - $236,150.95, and Bank of America Corporation - $231,850.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Chad Jordan's monthly returns?
J. Chad Jordan'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 J. Chad Jordan's strategy be considered aggressive or moderate?
J. Chad Jordan'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 J. Chad Jordan's strategy?
J. Chad Jordan'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.
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