Lars Phillips Portfolio
Invests via RAM Investment Partners, LLC | Managed by David K. Welty, Lars Lee Phillips, John Preston Osseward III, Nicholas Leo Wright, Aaren N. Strand
Invests via RAM Investment Partners, LLC
Managed by David K. Welty, Lars Lee Phillips, John Preston Osseward III, Nicholas Leo Wright, Aaren N. Strand
Automatically Tracked
Lars Phillips Profile
Private equity executive focused on middle-market buyouts, operational value creation and exits across technology and industrials. Known for sourcing cross-border deals, leading carve-outs, and scaling revenue and margins through hands-on portfolio governance and CFO-level transformations. Prior roles span buy-side investing, corporate development, and operating leadership at growth companies. Lars Phillips is active with direct investments and as a board director, emphasizing cash-flow improvement, bolt-on M&A and disciplined capital structure work for value realization.
Private equity executive focused on middle-market buyouts, operational value creation and exits across technology and industrials. Known for sourcing cross-border deals, leading carve-outs, and scaling revenue and margins through hands-on portfolio governance and CFO-level transformations. Prior roles span buy-side investing, corporate development, and operating leadership at growth companies. Lars Phillips is active with direct investments and as a board director, emphasizing cash-flow improvement, bolt-on M&A and disciplined capital structure work for value realization.
Investment Philosophy & Strategy
Focuses on control-oriented middle-market buyouts that blend operational transformation with disciplined financial engineering. Targets technology and industrial companies where carve-outs, cross-border synergies and CFO-led margin improvement unlock cash flow and reduce cyclicality. Deploys hands-on portfolio governance, rigorous KPI-driven turnarounds, and bolt-on acquisitions to accelerate revenue scale while actively managing capital structure to preserve optionality for exit. Investment horizon is medium-term with an emphasis on staged value creation, measurable EBITDA expansion, and sale or recapitalization pathways that crystallize realized returns.
Focuses on control-oriented middle-market buyouts that blend operational transformation with disciplined financial engineering. Targets technology and industrial companies where carve-outs, cross-border synergies and CFO-led margin improvement unlock cash flow and reduce cyclicality. Deploys hands-on portfolio governance, rigorous KPI-driven turnarounds, and bolt-on acquisitions to accelerate revenue scale while actively managing capital structure to preserve optionality for exit. Investment horizon is medium-term with an emphasis on staged value creation, measurable EBITDA expansion, and sale or recapitalization pathways that crystallize realized returns.
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:
82%
Gain -0.78%
Monthly
1.64%
Yearly
21.56%
Drawdown
21.59%
$642.37M
Equity
Holdings
$642.37M
Investment
$485.95M
$171.78M
Profit -$2.7M
Realized
$15.36M
Unrealized
$156.42M
Dividends
$28.21M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$2.7M
Win %
77%
This Week
Compared To Last Week
Gain
1.13%
Profit
$7.19M
Win %
77%
This Month
Compared to last month
Gain
-0.42%
Profit
-$2.7M
Win %
77%
This Year
Compared to last year
Gain
2.77%
Profit
$17.33M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$1.62M 
GOOG Alphabet Inc
+6.88%
+$474,904.75 
GOOGL Alphabet Inc
+6.73%
+$145,897.71 
DAVA Endava plc
+3.46%
+$2,660.1 
META Meta Platforms Inc Class A
+3.28%
+$62,463.41 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$10,197.12 
MSFT Microsoft Corp.
+3.02%
+$1.54M 
NVDA NVIDIA Corporation
+2.93%
+$260,559.04 
WDC Western Digital Corporation
+2.21%
+$3,787.82 
CSCO Cisco Systems, Inc.
+2.14%
+$8,101.62 
CRM Salesforce Inc
+1.83%
+$6,355.19 
ORCL Oracle Corporation
+1.81%
+$44,525.25 
GE General Electric Company
+1.42%
+$3,445.55 
KLAC KLA Corporation
+1.38%
+$727.08 
WFC Wells Fargo & Company
+1.19%
+$3,931.08 
AMAT Applied Materials, Inc.
+1.18%
+$13,381.25 
VUG Vanguard Growth ETF
+1.1%
+$8,130.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,254.72 
UNP Union Pacific Corporation
+0.92%
+$1,970.47 
SCHW Charles Schwab Corporation
+0.87%
+$3,230.5 
PRCH Porch Group Inc.
+0.77%
+$8,903.4 
TSLA Tesla, Inc.
+0.76%
+$8,604.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,371.03 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,588.18 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,083.41 
CAT Caterpillar Inc.
+0.7%
+$1,366.47 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$24,238.52 
IVV iShares Core S&P 500 ETF
+0.69%
+$23,813.12 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$4,341.44 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$42,891.14 
PLTR Palantir Technologies Inc.
+0.65%
+$1,780 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,670.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,928.31 
IWB iShares Russell 1000 ETF
+0.64%
+$2,156.89 
AVUS Avantis U.S. Equity ETF
+0.57%
+$17,927.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,171.28 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$1,285.69 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$226,004.63 
CSX CSX Corporation
+0.42%
+$1,176.21 
RTX RTX Corporation
+0.39%
+$1,011.36 
AVGO Broadcom Inc.
+0.37%
+$12,412.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,738.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$433,602.88 
BAC Bank of America Corporation
+0.36%
+$1,058.2 
ROUS Hartford Multifactor US Equity ETF
+0.35%
+$1,536.63 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$819.13 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$11,546.11 
MRK Merck & Co., Inc.
+0.32%
+$672.42 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,520.27 
JPM JPMorgan Chase & Co.
+0.27%
+$1,638.42 
VT Vanguard Total World Stock ETF
+0.26%
+$1,079.12 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,757.98 
DFAW Dimensional World Equity ETF
+0.22%
+$1,624.14 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$3,584.88 
JNJ Johnson & Johnson
+0.21%
+$1,548.66 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$640.82 
DELL Dell Technologies Inc.
+0.14%
+$823.2 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,272.87 
WM Waste Management, Inc.
+0.1%
+$290.18 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$239.08 
WMT Walmart Inc.
+0.09%
+$297.51 
ABT Abbott Laboratories
+0.09%
+$301.68 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$167.19 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$43.57 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
RBLX Roblox Corporation
-26.85%
-$597,704.17 
AAPL Apple Inc.
-7.35%
-$426,574.44 
MU Micron Technology, Inc.
-5.9%
-$35,934.44 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$6,304.18 
ABBV AbbVie Inc.
-2.51%
-$38,690.6 
NFLX Netflix, Inc.
-2%
-$8,503.04 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,192.67 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,033.85 
LRCX Lam Research Corporation
-1.58%
-$46,553.61 
NRIX Nurix Therapeutics Inc.
-1.57%
-$6,395.08 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,468.39 
INTC Intel Corporation
-1.02%
-$2,010.66 
XOM Exxon Mobil Corporation
-0.97%
-$4,727.7 
PCAR PACCAR Inc.
-0.81%
-$16,910.64 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$2,066.44 
MA Mastercard Incorporated
-0.74%
-$4,500.75 
MAR Marriott International Inc. - Class A
-0.71%
-$2,769.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,897.81 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$522,195.75 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$16,233.8 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,909.52 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,007.06 
DHR Danaher Corporation
-0.61%
-$6,540.24 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$39,668.44 
SBUX Starbucks Corporation
-0.57%
-$2,460 
LLY Eli Lilly and Company
-0.53%
-$1,728.66 
DFAR Dimensional US Real Estate ETF
-0.52%
-$203,954.94 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$17,113.14 
DFIV Dimensional International Value ETF
-0.47%
-$3,841.02 
AVDE Avantis International Equity ETF
-0.46%
-$10,710.84 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,067.05 
VGT Vanguard Information Technology ETF
-0.38%
-$3,898.38 
AXP American Express Company
-0.38%
-$935.98 
CL Colgate-Palmolive Company
-0.33%
-$740.1 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$9,635.89 
VXF Vanguard Extended Market ETF
-0.3%
-$656.75 
VTV Vanguard Value ETF
-0.27%
-$852.54 
DUHP Dimensional US High Profitability ETF
-0.27%
-$6,909.21 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$904.21 
COST Costco Wholesale Corporation
-0.24%
-$16,438.58 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$12,042.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,578.06 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$106,730.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$488.16 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$466.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$391.84 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$1,070.52 
IXUS iShares Core International Stock ETF
-0.15%
-$553.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$269.7 
MUB iShares National Muni Bond ETF
-0.11%
-$687.84 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$192.55 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$229.2 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$596.4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$237.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$30,253.44 
VO Vanguard Mid-Cap ETF
-0.05%
-$231.16 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$193.17 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$11,671.9 
V Visa Inc. Class A
-0.04%
-$354.03 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$68.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1099 | Longs Won 837/1099 76% | Profit Factor 11.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $224,968.06 | Best Trade (Aug 14) $35.93M | Sharpe Ratio -10.28 |
| Average Loss -$63,030.05 | Worst Trade (Aug 13) -$4.71M | Z-Score 18.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $156,309.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,397 | $3.17M | $5.37M | - | $2.21M | 69.61% | -7.354% |
| ABBV AbbVie Inc. | 5,980 | $1.04M | $1.5M | - | $459,242.18 | 44.1% | -2.513% |
| ABT Abbott Laboratories | 3,352 | $432,328 | $354,306.4 | - | -$78,021.6 | -18.05% | +0.085% |
| AMAT Applied Materials, Inc. | 2,268 | $409,012.01 | $1.15M | - | $742,383.57 | 181.51% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,536 | $313,838.45 | $731,366.38 | - | $417,527.93 | 133.04% | -1.904% |
| AMZN Amazon.com Inc | 44,985 | $8.56M | $12.22M | - | $3.66M | 42.75% | +15.321% |
| ARM Arm Holdings plc American Depositary Receipt | 1,117 | $396,055 | $267,733.73 | - | -$128,321.27 | -32.4% | -0.766% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838 | $179,190 | - | -$39,648 | -18.12% | -1.359% |
| AVDE Avantis International Equity ETF | 25,502 | $1.61M | $2.33M | - | $720,911.15 | 44.91% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 14,143 | $926,399.8 | $1.27M | - | $339,540.13 | 36.65% | +0.101% |
| AVGO Broadcom Inc. | 8,620 | $2.37M | $3.36M | - | $985,027.39 | 41.55% | +0.371% |
| AVUS Avantis U.S. Equity ETF | 24,899 | $2.48M | $3.18M | - | $695,721.05 | 28.04% | +0.567% |
| AXP American Express Company | 737 | $248,705.04 | $247,816.25 | - | -$888.79 | -0.36% | -0.376% |
| BAC Bank of America Corporation | 4,810 | $248,309.81 | $297,979.5 | - | $49,669.69 | 20% | +0.356% |
| BND Vanguard Total Bond Market Index Fund | 4,759 | $346,517.37 | $343,742.57 | - | -$2,774.8 | -0.8% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,010 | $716,187.74 | $1.03M | - | $312,007.66 | 43.57% | +0.365% |
| CAT Caterpillar Inc. | 241 | $170,738.79 | $196,369.21 | - | $25,630.42 | 15.01% | +0.701% |
| CL Colgate-Palmolive Company | 2,467 | $222,647.26 | $225,237.1 | - | $2,589.84 | 1.16% | -0.328% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 561,746 | $54.02M | $53.41M | - | -$607,435.4 | -1.12% | -0.199% |
| COST Costco Wholesale Corporation | 7,210 | $4.61M | $6.86M | - | $2.25M | 48.81% | -0.239% |
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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 Lars Phillips?
The largest contributions to the portfolio's profits come from the following stocks: PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $4.79M, Dimensional International Core Equity Market ETF - $4.59M, Dimensional Short-Duration Fixed Income ETF - $4.47M, Dimensional U.S. Core Equity 2 ETF - $4.13M, and Microsoft Corp - $3.79M. 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: Endava plc - $3.75M, Roblox Corporation - $1.1M, UnitedHealth Group Incorporated - $351,865.08, Nike, Inc. - Class B - $262,769.92, and The Walt Disney Company - $60,409.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lars Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.21M earned over time. The largest contributors to dividend income include PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $4.79M, Dimensional International Core Equity Market ETF - $4.59M, Dimensional Short-Duration Fixed Income ETF - $4.47M, Dimensional U.S. Core Equity 2 ETF - $3.14M, and Dimensional US Real Estate ETF - $2.55M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lars Phillips's monthly returns?
Lars Phillips'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 Lars Phillips's strategy be considered aggressive or moderate?
Lars Phillips'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 Lars Phillips's strategy?
Lars Phillips'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.
