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:
92.27%
Gain +1.64%
Monthly
2.12%
Yearly
28.62%
Drawdown
21.67%
$178.07M
Equity
Holdings
$178.07M
Investment
$102.45M
$83.89M
Profit +$2.3M
Realized
$8.28M
Unrealized
$75.62M
Dividends
$3.27M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.64%
Profit
$2.3M
Win %
89%
This Week
Compared To Last Week
Gain
3.64%
Profit
$6.25M
Win %
89%
This Month
Compared to last month
Gain
3.64%
Profit
$6.25M
Win %
89%
This Year
Compared to last year
Gain
4.25%
Profit
$7.25M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$1.4M 
GOOG Alphabet Inc
+6.88%
+$472,102.41 
GOOGL Alphabet Inc
+6.73%
+$460,837.23 
META Meta Platforms Inc Class A
+3.28%
+$53,941.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$222,396.48 
NVDA NVIDIA Corporation
+2.93%
+$616,897.74 
CVX Chevron Corporation
+2.35%
+$51,830.84 
EOG EOG Resources, Inc.
+2.19%
+$38,964.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$16,396.8 
AMAT Applied Materials, Inc.
+1.18%
+$100,790.04 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$72,188.43 
GEV GE Vernova Inc.
+0.85%
+$19,088.07 
EMR Emerson Electric Co.
+0.79%
+$22,004.83 
PLTR Palantir Technologies Inc.
+0.65%
+$22,331.94 
CGGR Capital Group Growth ETF
+0.65%
+$4,605.2 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$16,972.62 
FBK FB Financial Corp
+0.47%
+$3,421.06 
RTX RTX Corporation
+0.39%
+$16,751.28 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$2,788.89 
AVGO Broadcom Inc.
+0.37%
+$14,909.76 
BAC Bank of America Corporation
+0.36%
+$17,320.82 
GD General Dynamics Corporation
+0.32%
+$9,356.18 
MRK Merck & Co., Inc.
+0.32%
+$6,746.3 
JPM JPMorgan Chase & Co.
+0.27%
+$17,938.02 
C Citigroup Inc.
+0.1%
+$4,524.17 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$434.58 
AAPL Apple Inc.
-7.35%
-$986,071.8 
ULTA Ulta Beauty Inc.
-0.76%
-$16,243.33 
MA Mastercard Incorporated
-0.74%
-$32,495.53 
AMGN Amgen Inc.
-0.64%
-$27,282.59 
PEP PepsiCo, Inc.
-0.46%
-$3,481.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$14,622.58 
FDX FedEx Corporation
-0.37%
-$15,158.15 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$15,858.73 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$24,238.61 
COST Costco Wholesale Corporation
-0.24%
-$11,443.17 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$755.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 389 | Longs Won 322/389 82% | Profit Factor 25.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $270,964.76 | Best Trade (Aug 07) $16.94M | Sharpe Ratio -14.68 |
| Average Loss -$50,127.18 | Worst Trade (Mar 30) -$527,618.24 | Z-Score 29.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $215,661.01 |
| 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% | 0.06% |
| Consecutive Losing Trades | 3,546 | 3,191 | 2,837 | 2,482 | 2,128 | 1,773 | 1,418 | 1,064 | 709 | 355 |
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 J. Chad Jordan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $6.12M, Applied Materials, Inc - $923,613.42, CrowdStrike Holdings, Inc - $746,663.6, QUALCOMM Incorporated - $712,531.37, and RTX Corporation - $461,505.18. 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 $3.27M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $275,796.95, iShares Russell Mid-Cap Value ETF - $238,740.85, Amgen Inc - $226,872.8, FedEx Corporation - $220,070.13, and Bank of America Corporation - $206,656.42. 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.
