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:
22.85%
Gain -0.5%
Monthly
1.04%
Yearly
13.22%
Drawdown
16.49%
$187.98M
Equity
Holdings
$187.98M
Investment
$159.56M
$15.78M
Profit -$838,339.13
Realized
-$12.64M
Unrealized
$28.42M
Dividends
$3.52M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$838,339.13
Win %
76%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.11M
Win %
76%
This Month
Compared to last month
Gain
1.39%
Profit
$2.58M
Win %
76%
This Year
Compared to last year
Gain
-2.08%
Profit
-$4M
Win %
77%
TSLA Tesla, Inc.
+3.8%
+$22,260.58 
INTC Intel Corporation
+3.58%
+$5,664.09 
LRCX Lam Research Corporation
+3.34%
+$7,848.01 
AAPL Apple Inc.
+1%
+$13,668.41 
GOOGL Alphabet Inc
+0.82%
+$3,093.53 
SMH VanEck Semiconductor ETF
+0.73%
+$11,947.59 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$11,081.86 
AVLV Avantis U.S. Large Cap Value ETF
+0.5%
+$51,264.31 
BUFF Innovator Laddered Allocation Fund
+0.28%
+$14,307.15 
PHYL PGIM Active High Yield Bond ETF
+0.24%
+$5,694.4 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.07%
+$219.28 
KJUL Innovator U.S. Small Cap Power Buffer ETF
0%
+$1.34 
RWK Invesco S&P Midcap 400 Revenue ETF
0%
+$2.23 
ABBV AbbVie Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CMCT Creative Media & Community Trust
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
JCI Johnson Controls International plc
0%
+$0.07 
JNJ Johnson & Johnson
0%
+$0.01 
MSFT Microsoft Corp.
0%
+$0.02 
MSI Motorola Solutions, Inc.
0%
+$0.01 
NVDA NVIDIA Corporation
0%
$0 
ORN Orion Group Holdings Inc.
0%
$0 
PRPL Purple Innovation Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
BDEC Innovator U.S. Equity Buffer ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
BUFB Innovator Laddered Allocation Buffer ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.02 
IWM iShares Russell 2000 ETF
0%
+$0.01 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.02 
IWY iShares Russell Top 200 Growth ETF
0%
-$0.04 
LVHI Franklin International Low Volatility High Dividend ETF
0%
$0 
NJUL Innovator Growth 100 Power Buffer ETF
0%
-$0.51 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.25 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SHYL Xtrackers Short Duration High Yield Bond ETF
0%
-$0.22 
SPMO Invesco S&P 500 Momentum ETF
0%
-$1.78 
SPHB Invesco S&P 500 High Beta ETF
0%
+$0.03 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
HYBI Neos Enhanced Income Cash Alternative ETF
0%
$0 
NRGV Energy Vault Holdings Inc.
-5.87%
-$3,622.96 
UNH UnitedHealth Group Incorporated
-1.61%
-$3,715.57 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$123.6 
BJUL Innovator U.S. Equity Buffer ETF
-0.01%
-$25.93 
COST Costco Wholesale Corporation
0%
-$1.47 
PAPR Innovator U.S. Equity Power Buffer ETF April
0%
-$2.13 Events
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Dividends
Dividend Analysis
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| Trades 337 | Longs Won 240/337 71% | Profit Factor 1.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $163,461.16 | Best Trade (Aug 14) $4.98M | Sharpe Ratio -11.01 |
| Average Loss -$241,767.8 | Worst Trade (Dec 30) -$19.56M | Z-Score 7.77 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $46,822.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.12% | 0.93% | 5.37% | 25.14% |
| Consecutive Losing Trades | 778 | 700 | 622 | 544 | 467 | 389 | 311 | 233 | 156 | 78 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,541 | $1.14M | $1.39M | - | $249,028.44 | 21.9% | +0.996% |
| ABBV AbbVie Inc. | 1,137 | $199,814.95 | $282,840.11 | - | $83,025.16 | 41.55% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 556 | $322,986 | $268,509.07 | - | -$54,476.93 | -16.87% | 0.0 |
| AMZN Amazon.com Inc | 4,154 | $915,693.41 | $1.11M | - | $194,587.71 | 21.25% | 0.0 |
| AVGO Broadcom Inc. | 870 | $247,096.26 | $361,963.5 | - | $114,867.24 | 46.49% | 0.0 |
| AVLV Avantis U.S. Large Cap Value ETF | 109,073 | $9.95M | $10.34M | - | $394,871.59 | 3.97% | +0.498% |
| BAC Bank of America Corporation | 6,741 | $384,102 | $436,884.21 | - | $52,782.21 | 13.74% | 0.0 |
| BDEC Innovator U.S. Equity Buffer ETF | 4,067 | $183,665.44 | $222,094.8 | - | $38,429.36 | 20.92% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 16,230 | $1.26M | $1.23M | - | -$35,980.88 | -2.85% | 0.0 |
| BJUL Innovator U.S. Equity Buffer ETF | 6,325 | $282,953.5 | $351,770.57 | - | $68,817.07 | 24.32% | -0.007% |
| BND Vanguard Total Bond Market Index Fund | 57,612 | $4.18M | $4.16M | - | -$13,153.67 | -0.31% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,545 | $776,598.92 | $787,826.4 | - | $11,227.48 | 1.45% | -0.016% |
| BUFB Innovator Laddered Allocation Buffer ETF | 49,188 | $1.62M | $1.98M | - | $352,553.79 | 21.72% | 0.0 |
| BUFF Innovator Laddered Allocation Fund | 95,381 | $4.25M | $5.13M | - | $884,443.73 | 20.82% | +0.28% |
| BUFQ FT Nasdaq Buffer ETF July. | 277,068 | $8.66M | $10.98M | - | $2.33M | 26.87% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 265,438 | $8.59M | $9.91M | - | $1.33M | 15.43% | 0.0 |
| CAT Caterpillar Inc. | 201 | $214,045 | $171,975.6 | - | -$42,069.4 | -19.65% | 0.0 |
| CMCT Creative Media & Community Trust | 16,280 | $52,910 | $75,702 | - | $22,792 | 43.08% | 0.0 |
| COST Costco Wholesale Corporation | 293 | $269,387.38 | $278,225.48 | - | $8,838.1 | 3.28% | -0.001% |
| CRWD CrowdStrike Holdings, Inc. | 4,468 | $413,467.14 | $990,913.04 | - | $577,445.9 | 139.66% | 0.0 |
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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 Sherod Bigelow?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Momentum ETF - $1.72M, ISHARES S&P 500 VALUE ETF - $1.3M, Berkshire Hathaway Inc - $921,006.84, Innovator U.S. Equity Ultra Buffered ETF July - $825,497.99, and First Trust Preferred Securities and Income ETF - $818,018.27. 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: Pathward Financial, Inc - $19.24M, Invesco S&P Midcap 400 Revenue ETF - $523,829.53, Innovator Growth 100 Power Buffer ETF - January - $213,524.24, Innovator U.S. Equity Buffer ETF - January - $164,309.64, and XRP ETF - $100,936.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sherod Bigelow's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.52M earned over time. The largest contributors to dividend income include First Trust Preferred Securities and Income ETF - $818,018.27, Schwab International Equity ETF - $386,008.53, Pathward Financial, Inc - $324,958.15, Xtrackers Short Duration High Yield Bond ETF - $296,811.17, and Invesco S&P 500 Momentum ETF - $231,714.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sherod Bigelow's monthly returns?
Sherod Bigelow'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 Sherod Bigelow's strategy be considered aggressive or moderate?
Sherod Bigelow'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 Sherod Bigelow's strategy?
Sherod Bigelow'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.
