Jody White Portfolio
Invests via Farrow Financial Inc. | Managed by Jody L. White
Invests via Farrow Financial Inc.
Managed by Jody L. White
Automatically Tracked
Jody White Profile
Seasoned corporate executive and strategic investor with experience leading growth, M&A and finance functions across technology and services sectors; Jody White is known for operational turnaround expertise and board-level governance. She brings a mix of operator and investor perspectives, having managed cross-functional teams, executed bolt-on acquisitions and supported capital raises. Market-focused profile useful for private equity, growth equity and corporate development deal sourcing, diligence and portfolio operations.
Seasoned corporate executive and strategic investor with experience leading growth, M&A and finance functions across technology and services sectors; Jody White is known for operational turnaround expertise and board-level governance. She brings a mix of operator and investor perspectives, having managed cross-functional teams, executed bolt-on acquisitions and supported capital raises. Market-focused profile useful for private equity, growth equity and corporate development deal sourcing, diligence and portfolio operations.
Investment Philosophy & Strategy
Operator-investor blend focused on backing market-tested software and services businesses where disciplined capital and operational rigor unlock scale. Prioritizes growth equity and corporate carve-outs with clear path to margin expansion, using hands-on portfolio playbooks—cost optimization, bolt-on M&A, go-to-market engineering—and board governance to de-risk value creation. Capital allocation favors tranche-based commitments tied to operational milestones, mid-term horizons for commercial traction and exit optionality, and conservative leverage, emphasizing cash generation and repeatable unit economics.
Operator-investor blend focused on backing market-tested software and services businesses where disciplined capital and operational rigor unlock scale. Prioritizes growth equity and corporate carve-outs with clear path to margin expansion, using hands-on portfolio playbooks—cost optimization, bolt-on M&A, go-to-market engineering—and board governance to de-risk value creation. Capital allocation favors tranche-based commitments tied to operational milestones, mid-term horizons for commercial traction and exit optionality, and conservative leverage, emphasizing cash generation and repeatable unit economics.
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:
47.83%
Gain +0.22%
Monthly
1.17%
Yearly
15.05%
Drawdown
15.73%
$186.04M
Equity
Holdings
$186.04M
Investment
$139.48M
$63.73M
Profit +$365,368.06
Realized
$17.17M
Unrealized
$46.56M
Dividends
$7.96M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$365,368.06
Win %
72%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$997,195.31
Win %
72%
This Month
Compared to last month
Gain
1.29%
Profit
$2.36M
Win %
72%
This Year
Compared to last year
Gain
0.92%
Profit
$1.7M
Win %
75%
LLY Eli Lilly and Company
+5.23%
+$138,116.16 
LCTX Lineage Cell Therapeutics Inc.
+4.35%
+$425.84 
VMC Vulcan Materials Company
+3.29%
+$68,312.72 
BLK BlackRock, Inc.
+2.64%
+$65,250.91 
TRMB Trimble Inc.
+2.05%
+$46,153.11 
MOAT VanEck Morningstar Wide Moat Fund
+1.72%
+$178,119.37 
CRSP Crispr Therapeutics AG
+1.51%
+$14,928.68 
SCHY Schwab International Dividend Equity ETF
+1.49%
+$60,660.96 
DGX Quest Diagnostics Inc.
+1.49%
+$46,567.4 
RF Regions Financial Corporation
+1.38%
+$3,700 
JNJ Johnson & Johnson
+1.35%
+$3,830.4 
MSFT Microsoft Corp.
+1.14%
+$48,444.67 
FIW First Trust Water ETF
+1.13%
+$27,686.4 
PG Procter & Gamble Co
+1.02%
+$9,582.4 
NEE NextEra Energy, Inc.
+0.95%
+$23,162.79 
HDV iShares Core High Dividend ETF
+0.73%
+$42,699.64 
ITW Illinois Tool Works Inc.
+0.71%
+$5,631.36 
COST Costco Wholesale Corporation
+0.7%
+$17,808.9 
CNQ Canadian Natural Resources Limited
+0.68%
+$25,707.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.58%
+$4,191.36 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.54%
+$29,972.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.48%
+$24,873.12 
BRK-A Berkshire Hathaway Inc.
+0.45%
+$7,159.98 
PFF iShares Preferred and Income Securities ETF
+0.43%
+$21,484.87 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$2,069.28 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$1,626.62 
AAPL Apple Inc.
+0.33%
+$29,828.25 
IVLU iShares MSCI International Value Factor ETF
+0.27%
+$32,403.09 
SUSA iShares MSCI USA ESG Select ETF
+0.1%
+$15,310.02 
LECO Lincoln Electric Holdings, Inc.
+0.09%
+$2,278.7 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$6,033.3 
SCHB Schwab U.S. Broad Market ETF
+0.03%
+$1,010.66 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$83.92 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$1,667.04 
GOOGL Alphabet Inc
+0.01%
+$653.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$626.24 
CDNMF EGR Exploration Ltd.
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
INTC Intel Corporation
-4.54%
-$10,680 
PLXS Plexus Corp.
-4.44%
-$153,569.16 
CSCO Cisco Systems, Inc.
-4.2%
-$151,008.66 
MTZ MasTec, Inc. Common Stock
-3.34%
-$68,354.11 
CAT Caterpillar Inc.
-2.78%
-$4,158 
AVGO Broadcom Inc.
-2.5%
-$4,892.9 
NVDA NVIDIA Corporation
-2.36%
-$130,574 
BMI Badger Meter Inc.
-1.58%
-$38,716.16 
KRMA Global X Conscious Companies ETF
-0.91%
-$3,795.14 
BUG Global X Cybersecurity ETF
-0.88%
-$28,643.42 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$29,574.08 
AMZN Amazon.com Inc
-0.53%
-$1,423.01 
JPM JPMorgan Chase & Co.
-0.4%
-$11,140.2 
CWCO Consolidated Water Co. Ltd.
-0.15%
-$3,872.34 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$362.88 
NRG NRG Energy, Inc.
-0.05%
-$962.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$2,416.86 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 390/511 76% | Profit Factor 15.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $520,161.89 |
| Average Win $174,945.42 | Best Trade (Oct 14) $4.89M | Sharpe Ratio -10.16 |
| Average Loss -$37,179.63 | Worst Trade (Sep 29) -$907,796.39 | Z-Score 4.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $124,716.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,000 | 4,500 | 4,000 | 3,500 | 3,000 | 2,500 | 2,000 | 1,500 | 1,000 | 500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,514 | $5.1M | $9.12M | - | $4.02M | 78.72% | +0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,552 | $744,527.57 | $720,272 | - | -$24,255.57 | -3.26% | +0.585% |
| AMZN Amazon.com Inc | 1,058 | $204,590.84 | $267,393.63 | - | $62,802.79 | 30.7% | -0.529% |
| AVGO Broadcom Inc. | 565 | $213,429 | $190,738.35 | - | -$22,690.65 | -10.63% | -2.501% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 4,196 | $384,165.09 | $384,080.86 | - | -$84.23 | -0.02% | +0.022% |
| BLK BlackRock, Inc. | 2,300 | $2.18M | $2.53M | - | $355,925.04 | 16.33% | +2.642% |
| BMI Badger Meter Inc. | 19,072 | $2.94M | $2.41M | - | -$532,124.88 | -18.08% | -1.58% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.59M | - | -$10,554 | -0.66% | +0.453% |
| BRK-B Berkshire Hathaway Inc. | 958 | $341,680.28 | $506,312.58 | - | $164,632.3 | 48.18% | +0.41% |
| BUG Global X Cybersecurity ETF | 69,862 | $2.01M | $3.22M | - | $1.21M | 60.13% | -0.881% |
| CAT Caterpillar Inc. | 200 | $212,980 | $145,638 | - | -$67,342 | -31.62% | -2.776% |
| CDNMF EGR Exploration Ltd. | 24,976 | $278.97 | $2,497.6 | - | $2,218.63 | 795.29% | 0.0 |
| CNQ Canadian Natural Resources Limited | 73,449 | $2.52M | $3.83M | - | $1.32M | 52.35% | +0.675% |
| COST Costco Wholesale Corporation | 2,581 | $2.56M | $2.55M | - | -$4,923.56 | -0.19% | +0.703% |
| CRSP Crispr Therapeutics AG | 19,643 | $1.15M | $1M | - | -$146,089.36 | -12.73% | +1.513% |
| CSCO Cisco Systems, Inc. | 31,658 | $1.62M | $3.45M | - | $1.83M | 112.57% | -4.197% |
| CWCO Consolidated Water Co. Ltd. | 86,052 | $2.98M | $2.51M | - | -$467,689.31 | -15.71% | -0.154% |
| DGX Quest Diagnostics Inc. | 13,420 | $1.85M | $3.18M | - | $1.33M | 71.78% | +1.487% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 117,539 | $4.37M | $5.62M | - | $1.25M | 28.57% | +0.536% |
| FIW First Trust Water ETF | 23,072 | $2.36M | $2.47M | - | $113,702.55 | 4.83% | +1.134% |
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FAQ
Which stocks have generated the highest profits for Jody White?
The largest contributions to the portfolio's profits come from the following stocks: Tetra Tech, Inc - $3.79M, NVIDIA Corporation - $3.3M, MasTec, Inc. Common Stock - $2.42M, Apple Inc - $1.73M, and iShares Core S&P Total U.S. Stock Market ETF - $1.64M. 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: Teladoc Health Inc - $990,815.46, Intel Corporation - $352,268.6, Zoetis Inc - $321,348.3, Albemarle Corporation - $79,655.08, and Crispr Therapeutics AG - $74,410.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jody White's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.96M earned over time. The largest contributors to dividend income include iShares MSCI International Value Factor ETF - $924,507.39, iShares Short Treasury Bond ETF - $792,116.21, Amplify CWP Enhanced Dividend Income ETF - $697,322.43, iShares 0-3 Month Treasury Bond ETF - $506,313.8, and iShares Core S&P Total U.S. Stock Market ETF - $428,451.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jody White's monthly returns?
Jody White's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Jody White's strategy be considered aggressive or moderate?
Jody White's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Jody White's strategy?
Jody White's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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