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:
85.64%
Gain +0.36%
Monthly
1.56%
Yearly
20.39%
Drawdown
21.59%
$638.88M
Equity
Holdings
$638.88M
Investment
$485.95M
$168.29M
Profit +$1.04M
Realized
$15.36M
Unrealized
$152.93M
Dividends
$30.83M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$1.04M
Win %
74%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$1.33M
Win %
74%
This Month
Compared to last month
Gain
1.1%
Profit
$6.95M
Win %
74%
This Year
Compared to last year
Gain
2.21%
Profit
$13.84M
Win %
75%
CRM Salesforce Inc
+1.72%
+$8,140.78 
DAVA Endava plc
+1.69%
+$931.03 
AAPL Apple Inc.
+1.55%
+$92,204.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$3,671.38 
DON WisdomTree U.S. MidCap Dividend Fund
+1.44%
+$3,042.29 
XOM Exxon Mobil Corporation
+1.36%
+$7,323.33 
WFC Wells Fargo & Company
+1.35%
+$4,297.21 
DFSV Dimensional US Small Cap Value ETF
+1.32%
+$45,472 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$3,029.56 
DFSI Dimensional International Sustainability Core 1 ETF
+1.17%
+$75,086.69 
JPM JPMorgan Chase & Co.
+1.15%
+$6,710.55 
FMDE Fidelity Enhanced Mid Cap ETF
+1.12%
+$2,749.42 
PLTR Palantir Technologies Inc.
+1.07%
+$4,761.5 
TSLA Tesla, Inc.
+1.04%
+$13,745.42 
VO Vanguard Mid-Cap ETF
+1.01%
+$4,680.98 
RBLX Roblox Corporation
+1%
+$23,322.81 
MAR Marriott International Inc. - Class A
+0.97%
+$3,897.86 
DFIV Dimensional International Value ETF
+0.94%
+$7,539.78 
DIHP Dimensional International High Profitability Portfolio
+0.89%
+$22,505.95 
AXP American Express Company
+0.89%
+$2,063.6 
CL Colgate-Palmolive Company
+0.87%
+$1,998.27 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.87%
+$48,170.56 
MUB iShares National Muni Bond ETF
+0.82%
+$4,757.56 
DISV Dimensional International Small Cap Equity Fund
+0.8%
+$26,494.25 
DFAI Dimensional International Core Equity Market ETF
+0.8%
+$638,234.52 
WMT Walmart Inc.
+0.78%
+$2,737 
DFLV Dimensional US Large Cap Value ETF
+0.76%
+$1,953.32 
DFSU Dimensional US Sustainability Core 1 ETF
+0.76%
+$49,174.42 
EFA iShares MSCI EAFE ETF
+0.75%
+$2,371.98 
PRCH Porch Group Inc.
+0.74%
+$10,522.2 
V Visa Inc. Class A
+0.74%
+$7,460.55 
LLY Eli Lilly and Company
+0.73%
+$2,590.17 
ABT Abbott Laboratories
+0.73%
+$2,564.28 
MRK Merck & Co., Inc.
+0.71%
+$1,689.2 
JNJ Johnson & Johnson
+0.7%
+$5,171.94 
AVDE Avantis International Equity ETF
+0.69%
+$15,811.24 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$6,592.8 
MSFT Microsoft Corp.
+0.62%
+$379,932 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.62%
+$7,225.72 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$1,951.19 
MA Mastercard Incorporated
+0.57%
+$3,732.96 
EXPD Expeditors International of Washington, Inc.
+0.57%
+$1,650.93 
DFAW Dimensional World Equity ETF
+0.56%
+$4,240.81 
DFNM Dimensional National Municipal Bond ETF
+0.56%
+$151,734.7 
CRWD CrowdStrike Holdings, Inc.
+0.53%
+$2,332.3 
COST Costco Wholesale Corporation
+0.49%
+$34,752.13 
UNH UnitedHealth Group Incorporated
+0.48%
+$1,384.83 
ASML ASML Holding N.V. New York Registry Shares
+0.48%
+$867.91 
GE General Electric Company
+0.47%
+$1,000.1 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$7,169.76 
GS The Goldman Sachs Group, Inc.
+0.42%
+$1,665.78 
CSX CSX Corporation
+0.41%
+$1,120.2 
DFAT Dimensional US Targeted Value ETF
+0.4%
+$2,627.64 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.39%
+$12,178.52 
SBUX Starbucks Corporation
+0.38%
+$1,517 
IWB iShares Russell 1000 ETF
+0.38%
+$1,337.61 
VTV Vanguard Value ETF
+0.37%
+$1,184.9 
IXUS iShares Core International Stock ETF
+0.36%
+$1,344.7 
WM Waste Management, Inc.
+0.35%
+$1,042.01 
DFUS Dimensional U.S. Equity Market ETF
+0.35%
+$12,552.07 
SCHX Schwab U.S. Large-Cap ETF
+0.33%
+$1,014.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.33%
+$741.3 
PCAR PACCAR Inc.
+0.32%
+$5,480.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$2,279.42 
BAC Bank of America Corporation
+0.29%
+$721.5 
UNP Union Pacific Corporation
+0.28%
+$597.79 
MDY SPDR S&P MidCap 400 ETF Trust
+0.27%
+$548.7 
RTX RTX Corporation
+0.26%
+$577.92 
QUAL iShares MSCI USA Quality Factor ETF
+0.25%
+$921.15 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$855.54 
ROUS Hartford Multifactor US Equity ETF
+0.2%
+$901.93 
AVUS Avantis U.S. Equity ETF
+0.19%
+$6,224.75 
DFAR Dimensional US Real Estate ETF
+0.19%
+$67,159.45 
VXF Vanguard Extended Market ETF
+0.19%
+$397.74 
VT Vanguard Total World Stock ETF
+0.18%
+$763.28 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$203,251.35 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$1,577.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$5,376.63 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.13%
+$358.12 
META Meta Platforms Inc Class A
+0.13%
+$3,321.13 
IVV iShares Core S&P 500 ETF
+0.12%
+$4,186.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$1,683.12 
ESGV Vanguard ESG U.S. Stock ETF
+0.1%
+$682.92 
VOO Vanguard S&P 500 ETF
+0.09%
+$1,214.87 
ABBV AbbVie Inc.
+0.06%
+$1,076.46 
CSCO Cisco Systems, Inc.
+0.03%
+$100.02 
DFAS Dimensional U.S. Small Cap ETF
+0.03%
+$66.7 
AMZN Amazon.com Inc
+0.01%
+$1,125.07 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFCA Dimensional California Municipal Bond ETF
0%
$0 
WDC Western Digital Corporation
-3.45%
-$3,951.51 
MU Micron Technology, Inc.
-3.32%
-$21,527.27 
ARM Arm Holdings plc American Depositary Receipt
-2.66%
-$7,282.83 
KLAC KLA Corporation
-2.42%
-$1,232.24 
AMD Advanced Micro Devices, Inc.
-2.25%
-$19,430.37 
SPCX Space Exploration Technologies Corp. Class A
-2.23%
-$5,448.26 
NFLX Netflix, Inc.
-2.02%
-$8,561.28 
AVGO Broadcom Inc.
-1.98%
-$58,702.11 
LRCX Lam Research Corporation
-1.96%
-$53,833.58 
NRIX Nurix Therapeutics Inc.
-1.92%
-$8,296.32 
AMAT Applied Materials, Inc.
-1.8%
-$17,554.34 
INTC Intel Corporation
-1.43%
-$2,940.32 
ORCL Oracle Corporation
-1.03%
-$26,695.87 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.88%
-$32,517.63 
DHR Danaher Corporation
-0.76%
-$9,618 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$2,328.72 
SPMO Invesco S&P 500 Momentum ETF
-0.69%
-$6,147 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$8,768.62 
DFAE Dimensional Emerging Core Equity Market ETF
-0.63%
-$319,065.36 
DFEV Dimensional Emerging Markets Value ETF
-0.58%
-$1,337.52 
SCHW Charles Schwab Corporation
-0.45%
-$1,491 
VGT Vanguard Information Technology ETF
-0.44%
-$4,895.64 
NVDA NVIDIA Corporation
-0.43%
-$42,437.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$1,453 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$2,871.96 
CAT Caterpillar Inc.
-0.28%
-$496.46 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.25%
-$1,045.69 
NULG Nuveen ESG Large-Cap Growth ETF
-0.18%
-$1,212.4 
GOOGL Alphabet Inc
-0.17%
-$3,830.87 
TMO Thermo Fisher Scientific Inc.
-0.16%
-$479.52 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.13%
-$435.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.11%
-$50,422.4 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.1%
-$53,759.09 
GOOG Alphabet Inc
-0.07%
-$5,168.75 
DUHP Dimensional US High Profitability ETF
-0.05%
-$1,256.22 
VUG Vanguard Growth ETF
-0.03%
-$262.26 
DELL Dell Technologies Inc.
-0.01%
-$73.51 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1099 | Longs Won 818/1099 74% | Profit Factor 10.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $227,439.78 | Best Trade (Oct 16) $34.37M | Sharpe Ratio -10.69 |
| Average Loss -$63,184.4 | Worst Trade (Oct 14) -$4.16M | Z-Score 12.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $153,130.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,101 | 9,091 | 8,081 | 7,071 | 6,061 | 5,051 | 4,040 | 3,030 | 2,020 | 1,010 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,397 | $3.17M | $6.04M | - | $2.87M | 90.69% | +1.55% |
| ABBV AbbVie Inc. | 5,980 | $1.04M | $1.7M | - | $654,429.38 | 62.84% | +0.064% |
| ABT Abbott Laboratories | 3,352 | $432,328 | $353,451.64 | - | -$78,876.36 | -18.24% | +0.731% |
| AMAT Applied Materials, Inc. | 2,268 | $409,012.01 | $957,708.36 | - | $548,696.35 | 134.15% | -1.8% |
| AMD Advanced Micro Devices, Inc. | 1,536 | $313,838.45 | $844,154.88 | - | $530,316.43 | 168.98% | -2.25% |
| AMZN Amazon.com Inc | 44,985 | $8.56M | $11.46M | - | $2.9M | 33.92% | +0.01% |
| ARM Arm Holdings plc American Depositary Receipt | 1,117 | $396,055 | $266,147.59 | - | -$129,907.41 | -32.8% | -2.664% |
| ASML ASML Holding N.V. New York Registry Shares | 110 | $218,838 | $183,186.3 | - | -$35,651.7 | -16.29% | +0.476% |
| AVDE Avantis International Equity ETF | 25,502 | $1.61M | $2.29M | - | $687,248.51 | 42.82% | +0.695% |
| AVEM Avantis Emerging Markets Equity ETF | 14,143 | $926,399.8 | $1.28M | - | $352,127.4 | 38.01% | -0.681% |
| AVGO Broadcom Inc. | 8,620 | $2.37M | $2.91M | - | $538,856.19 | 22.73% | -1.978% |
| AVUS Avantis U.S. Equity ETF | 24,899 | $2.48M | $3.24M | - | $755,976.63 | 30.47% | +0.193% |
| AXP American Express Company | 737 | $248,705.04 | $233,385.79 | - | -$15,319.25 | -6.16% | +0.892% |
| BAC Bank of America Corporation | 4,810 | $248,309.81 | $249,398.5 | - | $1,088.69 | 0.44% | +0.29% |
| BND Vanguard Total Bond Market Index Fund | 4,759 | $346,517.37 | $336,984.79 | - | -$9,532.58 | -2.75% | +0.582% |
| BRK-B Berkshire Hathaway Inc. | 2,010 | $716,187.74 | $1.06M | - | $347,021.86 | 48.45% | +0.624% |
| CAT Caterpillar Inc. | 241 | $170,738.79 | $176,792.78 | - | $6,053.99 | 3.55% | -0.28% |
| CL Colgate-Palmolive Company | 2,467 | $222,647.26 | $230,615.16 | - | $7,967.9 | 3.58% | +0.874% |
| CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | 561,746 | $54.02M | $52M | - | -$2.02M | -3.75% | -0.103% |
| COST Costco Wholesale Corporation | 7,210 | $4.61M | $7.09M | - | $2.47M | 53.64% | +0.493% |
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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 - $5.01M, Dimensional International Core Equity Market ETF - $4.95M, Dimensional Short-Duration Fixed Income ETF - $4.79M, Dimensional U.S. Core Equity 2 ETF - $4.39M, and Microsoft Corp - $3.89M. 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 - $350,213.24, 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 $30.83M earned over time. The largest contributors to dividend income include PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund - $5.01M, Dimensional International Core Equity Market ETF - $4.95M, Dimensional Short-Duration Fixed Income ETF - $4.79M, Dimensional U.S. Core Equity 2 ETF - $3.41M, and Dimensional US Real Estate ETF - $3M. 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.
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