Sherod Bigelow Portfolio
Invests via Seros Financial LLC | Managed by Sherod Bigelow
Invests via Seros Financial LLC
Managed by Sherod Bigelow
Automatically Tracked
Focuses on sourcing and executing growth-stage and buyout transactions in North America, with attention to operational uplift and cashflow resilience. Sherod Bigelow draws on prior experience in corporate finance and portfolio operations to manage deal origination, due diligence, and post-acquisition integration.
Focuses on sourcing and executing growth-stage and buyout transactions in North America, with attention to operational uplift and cashflow resilience. Sherod Bigelow draws on prior experience in corporate finance and portfolio operations to manage deal origination, due diligence, and post-acquisition integration.
Investment Philosophy & Strategy
Prioritizes growth-stage and middle‑market buyouts in North America, targeting companies with clear cashflow improvement potential and operational levers for margin expansion. Employs hands‑on value creation: rigorous diligence, measurable KPIs, and active post‑close integration to drive revenue scaling and cost discipline. Capital allocation favors resilient business models with repeatable revenue, conservative leverage, and three‑ to seven‑year value realization horizons.
Prioritizes growth-stage and middle‑market buyouts in North America, targeting companies with clear cashflow improvement potential and operational levers for margin expansion. Employs hands‑on value creation: rigorous diligence, measurable KPIs, and active post‑close integration to drive revenue scaling and cost discipline. Capital allocation favors resilient business models with repeatable revenue, conservative leverage, and three‑ to seven‑year value realization horizons.
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:
4.66%
Gain
Monthly
0.25%
Yearly
3%
Drawdown
20.65%
$177.03M
Equity
Holdings
$177.03M
Investment
$148.71M
$34.11M
Profit -$2.33M
Realized
$5.79M
Unrealized
$28.32M
Dividends
$3.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.33M
Win %
82%
This Week
Compared To Last Week
Gain
-2.96%
Profit
-$5.39M
Win %
82%
This Month
Compared to last month
Gain
-3.08%
Profit
-$5.63M
Win %
82%
This Year
Compared to last year
Gain
12.67%
Profit
$19.91M
Win %
82%
VRSK Verisk Analytics Inc.
+4.65%
+$19,831.37 
ABBV AbbVie Inc.
+4.01%
+$10,562.4 
COST Costco Wholesale Corporation
+2.9%
+$7,373.74 
UNH UnitedHealth Group Incorporated
+1.47%
+$4,989.6 
AAPL Apple Inc.
+1.46%
+$21,774 
AUSF Global X Adaptive U.S. Factor ETF
+1.37%
+$3,592.82 
SHOP Shopify Inc.
+1.25%
+$3,936.24 
MSI Motorola Solutions, Inc.
+1.22%
+$2,524.76 
MSFT Microsoft Corp.
+1.15%
+$8,376.32 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.89%
+$4,659.05 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$2,449 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$2,660.8 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$54,029.64 
SHYL Xtrackers Short Duration High Yield Bond ETF
0%
$0 
ORN Orion Group Holdings Inc.
-5.73%
-$133,276.16 
AVGO Broadcom Inc.
-5.52%
-$18,709.02 
GOOGL Alphabet Inc
-4.78%
-$19,852.91 
SMH VanEck Semiconductor ETF
-4.33%
-$61,984.3 
SPMO Invesco S&P 500 Momentum ETF
-3.57%
-$999,940.16 
NVDA NVIDIA Corporation
-2.98%
-$27,369.78 
SPHB Invesco S&P 500 High Beta ETF
-2.96%
-$28,305.45 
META Meta Platforms Inc Class A
-2.91%
-$9,029.46 
IWY iShares Russell Top 200 Growth ETF
-2.36%
-$28,214.34 
CRWD CrowdStrike Holdings, Inc.
-2.19%
-$20,285.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.01%
-$6,510.76 
QQQM Invesco NASDAQ 100 ETF
-2.01%
-$26,139.44 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$352,145.8 
AMZN Amazon.com Inc
-1.85%
-$18,694.97 
PRPL Purple Innovation Inc.
-1.77%
-$57 
XLG Invesco S&P 500 Top 50 ETF
-1.55%
-$166,625.58 
CMCT Creative Media & Community Trust
-1.51%
-$1,157.27 
SCHF Schwab International Equity ETF
-1.38%
-$178,824.2 
TSLA Tesla, Inc.
-1.24%
-$8,790.6 
JCI Johnson Controls International plc
-1.23%
-$12,496 
XSMO Invesco S&P SmallCap Momentum ETF
-1.04%
-$115,878.45 
NJUL Innovator Growth 100 Power Buffer ETF
-1.02%
-$4,010.57 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.95%
-$5,149.77 
BUFQ FT Nasdaq Buffer ETF July.
-0.86%
-$91,161.54 
SPY SPDR S&P 500 ETF Trust
-0.84%
-$13,324.65 
IVV iShares Core S&P 500 ETF
-0.83%
-$2,645.94 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$37,979.76 
BJUL Innovator U.S. Equity Buffer ETF
-0.63%
-$2,142.17 
BUFB Innovator Laddered Allocation Buffer ETF
-0.51%
-$9,770.8 
BDEC Innovator U.S. Equity Buffer ETF
-0.49%
-$1,212.9 
BUFF Innovator Laddered Allocation Fund
-0.41%
-$20,169.82 
IWM iShares Russell 2000 ETF
-0.41%
-$1,070.39 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$35,119.44 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.36%
-$1,362.3 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.22%
-$502.35 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.21%
-$1,216.8 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.18%
-$521.22 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.14%
-$424.12 
PHYL PGIM Active High Yield Bond ETF
-0.1%
-$2,159.82 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.1%
-$283.32 
FPE First Trust Preferred Securities and Income ETF
-0.08%
-$7,776.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$652.57 
LVHI Franklin International Low Volatility High Dividend ETF
-0.05%
-$5,392.24 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$1,352.05 Events
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Dividends
Dividend Analysis
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| Trades 277 | Longs Won 197/277 71% | Profit Factor 20.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,868.98 |
| Average Win $182,212.89 | Best Trade (Jul 15) $5.24M | Sharpe Ratio -12.04 |
| Average Loss -$22,380.2 | Worst Trade (Mar 31) -$286,680.45 | Z-Score 5.09 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $123,124.64 |
| 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 | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
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Returns
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Option values are updated at end of day.
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