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:
9.8%
Gain
Monthly
0.31%
Yearly
3.75%
Drawdown
25.48%
$189.81M
Equity
Holdings
$189.81M
Investment
$140.19M
$63.26M
Profit -$96,225.88
Realized
$13.64M
Unrealized
$49.62M
Dividends
$7.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$96,225.88
Win %
77%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$111,826.5
Win %
77%
This Month
Compared to last month
Gain
0.54%
Profit
$1.01M
Win %
77%
This Year
Compared to last year
Gain
9.38%
Profit
$16.27M
Win %
79%
ITW Illinois Tool Works Inc.
+3.71%
+$29,564.64 
BMI Badger Meter Inc.
+3.31%
+$78,774.98 
RF Regions Financial Corporation
+2.99%
+$9,399 
COST Costco Wholesale Corporation
+2.41%
+$56,522.49 
DGX Quest Diagnostics Inc.
+2.35%
+$63,027.58 
LECO Lincoln Electric Holdings, Inc.
+2.14%
+$52,243.38 
HDV iShares Core High Dividend ETF
+2.1%
+$114,103.4 
MSFT Microsoft Corp.
+2.09%
+$69,203.44 
TRMB Trimble Inc.
+2.08%
+$41,640.29 
AAPL Apple Inc.
+1.65%
+$144,514.8 
FIW First Trust Water ETF
+1.6%
+$39,689 
PG Procter & Gamble Co
+1.59%
+$14,074.09 
LLY Eli Lilly and Company
+1.24%
+$36,032.56 
MOAT VanEck Morningstar Wide Moat Fund
+1.13%
+$125,533.2 
VMC Vulcan Materials Company
+0.84%
+$20,439.88 
JNJ Johnson & Johnson
+0.73%
+$2,016 
CWCO Consolidated Water Co. Ltd.
+0.69%
+$16,912.6 
AMZN Amazon.com Inc
+0.61%
+$1,638.74 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.35%
+$18,855.71 
GOOGL Alphabet Inc
+0.27%
+$13,052.41 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$747.57 
KRMA Global X Conscious Companies ETF
+0.14%
+$544.7 
SCHY Schwab International Dividend Equity ETF
+0.06%
+$2,486.76 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$851.96 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$746.69 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$20.12 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$184.84 
CDNMF EGR Exploration Ltd.
0%
$0 
MTZ MasTec, Inc. Common Stock
-5.25%
-$244,814.91 
CRSP Crispr Therapeutics AG
-5.16%
-$44,994.35 
NRG NRG Energy, Inc.
-4.19%
-$123,420.34 
PLXS Plexus Corp.
-2.72%
-$95,826.78 
CSCO Cisco Systems, Inc.
-2.62%
-$116,122.62 
NVDA NVIDIA Corporation
-2.41%
-$134,947.84 
LCTX Lineage Cell Therapeutics Inc.
-1.63%
-$230 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$41,289.22 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$85,792.54 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$2,757.72 
PFF iShares Preferred and Income Securities ETF
-0.49%
-$22,278.75 
JPM JPMorgan Chase & Co.
-0.46%
-$13,108.54 
BLK BlackRock, Inc.
-0.43%
-$10,307.07 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$42,459.84 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$1,647.36 
SCHB Schwab U.S. Broad Market ETF
-0.27%
-$8,511.04 
VOO Vanguard S&P 500 ETF
-0.27%
-$5,775.7 
SUSA iShares MSCI USA ESG Select ETF
-0.25%
-$37,547.89 
NEE NextEra Energy, Inc.
-0.16%
-$4,267.35 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.14%
-$1,305.09 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$4,874.64 
CNQ Canadian Natural Resources Limited
-0.07%
-$2,075.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$177.98 
BUG Global X Cybersecurity ETF
-0.02%
-$860.85 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$1,150.87 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 463 | Longs Won 363/463 78% | Profit Factor 18.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $569,601.02 |
| Average Win $184,225.15 | Best Trade (Jul 15) $5.13M | Sharpe Ratio -9.93 |
| Average Loss -$36,179.26 | Worst Trade (Sep 29) -$907,796.39 | Z-Score 8.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $136,621.61 |
| 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 | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
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
