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:
-7.25%
Gain
Monthly
0.16%
Yearly
1.99%
Drawdown
46.73%
$623.05M
Equity
Holdings
$623.05M
Investment
$477.72M
$156.92M
Profit -$1.21M
Realized
$11.59M
Unrealized
$145.33M
Dividends
$27.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.21M
Win %
80%
This Week
Compared To Last Week
Gain
0%
Profit
-$1,140.37
Win %
80%
This Month
Compared to last month
Gain
0.3%
Profit
$1.86M
Win %
80%
This Year
Compared to last year
Gain
9.44%
Profit
$53.72M
Win %
80%
ABT Abbott Laboratories
+10.41%
+$54,496.08 
WM Waste Management, Inc.
+3.91%
+$12,362.41 
UNH UnitedHealth Group Incorporated
+3.52%
+$35,169.64 
SBUX Starbucks Corporation
+3.21%
+$14,988.37 
ABBV AbbVie Inc.
+3.14%
+$45,989.32 
NKE Nike, Inc. - Class B
+3.03%
+$14,259.25 
TMUS T-Mobile US, Inc.
+2.85%
+$6,066.58 
CL Colgate-Palmolive Company
+2.72%
+$8,117.4 
CSX CSX Corporation
+2.7%
+$7,415.93 
T AT&T Inc.
+2.54%
+$5,664.19 
CRM Salesforce Inc
+2.53%
+$8,976.06 
MA Mastercard Incorporated
+2.22%
+$12,713.92 
COST Costco Wholesale Corporation
+2.21%
+$154,586.29 
WMT Walmart Inc.
+1.93%
+$6,453.58 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.9%
+$7,175 
EXPD Expeditors International of Washington, Inc.
+1.89%
+$4,963.37 
V Visa Inc. Class A
+1.75%
+$15,282.37 
LLY Eli Lilly and Company
+1.75%
+$4,628.09 
PCAR PACCAR Inc.
+1.72%
+$33,339.12 
DFAR Dimensional US Real Estate ETF
+1.66%
+$628,366.42 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$47,652.53 
CVX Chevron Corporation
+1.48%
+$3,216.63 
DFAT Dimensional US Targeted Value ETF
+1.46%
+$9,926.64 
DAVA Endava plc
+1.45%
+$1,064.04 
MSFT Microsoft Corp.
+1.36%
+$615,494.44 
JNJ Johnson & Johnson
+1.34%
+$9,827.4 
XOM Exxon Mobil Corporation
+1.3%
+$2,689.89 
AAPL Apple Inc.
+1.12%
+$64,388.96 
DON WisdomTree U.S. MidCap Dividend Fund
+1.1%
+$2,406.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$2,542.66 
MAR Marriott International Inc. - Class A
+0.92%
+$3,560.04 
DHR Danaher Corporation
+0.92%
+$10,184.25 
WFC Wells Fargo & Company
+0.87%
+$4,880.7 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$1,889.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$1,367.62 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$1,282.05 
AXP American Express Company
+0.4%
+$1,028.16 
AMZN Amazon.com Inc
+0.28%
+$34,600.69 
VTV Vanguard Value ETF
+0.27%
+$835.06 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$402.55 
GOOGL Alphabet Inc
+0.18%
+$4,140.78 
GOOG Alphabet Inc
+0.17%
+$13,562.13 
NFLX Netflix, Inc.
+0.16%
+$715.32 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$332.86 
DFUV Dimensional US Marketwide Value ETF
+0.08%
+$1,247.13 
DUHP Dimensional US High Profitability ETF
+0.04%
+$855.47 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$195 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$388.01 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$23.5 
MU Micron Technology, Inc.
-6.14%
-$59,700.12 
AMD Advanced Micro Devices, Inc.
-5.54%
-$60,044.5 
ORCL Oracle Corporation
-4.58%
-$139,294.36 
LRCX Lam Research Corporation
-4.45%
-$164,382.75 
GS The Goldman Sachs Group, Inc.
-4.38%
-$24,280.88 
CAT Caterpillar Inc.
-3.71%
-$15,573.87 
RBLX Roblox Corporation
-3.56%
-$96,520.41 
AVGO Broadcom Inc.
-3.49%
-$112,722.5 
CSCO Cisco Systems, Inc.
-3.13%
-$11,595.5 
SPMO Invesco S&P 500 Momentum ETF
-2.87%
-$26,462.77 
DELL Dell Technologies Inc.
-2.79%
-$16,944.92 
NRIX Nurix Therapeutics Inc.
-2.72%
-$11,200.03 
NVDA NVIDIA Corporation
-2.41%
-$243,828.9 
AMAT Applied Materials, Inc.
-2.23%
-$31,020.92 
VGT Vanguard Information Technology ETF
-2.03%
-$23,120.24 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$6,263.13 
DFAE Dimensional Emerging Core Equity Market ETF
-1.8%
-$921,196.09 
META Meta Platforms Inc Class A
-1.75%
-$42,595.47 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$21,554.64 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.61%
-$53,908.95 
NULG Nuveen ESG Large-Cap Growth ETF
-1.57%
-$10,972.22 
TSLA Tesla, Inc.
-1.41%
-$26,273.7 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$15,019.11 
RTX RTX Corporation
-1.33%
-$3,280.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$4,589.78 
IXUS iShares Core International Stock ETF
-1.16%
-$4,350.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.14%
-$63,837.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$8,261.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$11,680.8 
IYM iShares U.S. Basic Materials ETF
-1.04%
-$2,381.83 
AVDE Avantis International Equity ETF
-0.92%
-$21,955.16 
VUG Vanguard Growth ETF
-0.89%
-$6,862.47 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,562.31 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.76%
-$2,105.78 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$525,175.2 
DFIV Dimensional International Value ETF
-0.63%
-$4,983.14 
VT Vanguard Total World Stock ETF
-0.62%
-$2,922.36 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.58%
-$1,692.9 
DIHP Dimensional International High Profitability Portfolio
-0.56%
-$10,579.2 
PLTR Palantir Technologies Inc.
-0.52%
-$1,597.11 
DFSI Dimensional International Sustainability Core 1 ETF
-0.5%
-$28,778.29 
JPM JPMorgan Chase & Co.
-0.47%
-$2,550.07 
DFUS Dimensional U.S. Equity Market ETF
-0.44%
-$13,000.32 
ESGV Vanguard ESG U.S. Stock ETF
-0.41%
-$2,658.51 
VOO Vanguard S&P 500 ETF
-0.39%
-$4,982.22 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$5,262.69 
IVV iShares Core S&P 500 ETF
-0.38%
-$15,161.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$5,620.56 
DFAW Dimensional World Equity ETF
-0.35%
-$2,520.1 
IWB iShares Russell 1000 ETF
-0.34%
-$1,170.4 
SCHX Schwab U.S. Large-Cap ETF
-0.34%
-$1,039.04 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$8,353.62 
PRCH Porch Group Inc.
-0.26%
-$3,007.9 
AVUS Avantis U.S. Equity ETF
-0.2%
-$6,811.05 
VO Vanguard Mid-Cap ETF
-0.18%
-$835.78 
FMDE Fidelity Enhanced Mid Cap ETF
-0.17%
-$414.89 
MUB iShares National Muni Bond ETF
-0.17%
-$1,060.79 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$654.26 
BAC Bank of America Corporation
-0.12%
-$352.05 
DFNM Dimensional National Municipal Bond ETF
-0.1%
-$25,976.53 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.1%
-$50,383.63 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$109,594.4 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$322.33 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$2,511.88 
SCHW Charles Schwab Corporation
-0.06%
-$231.72 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.05%
-$24,961.55 
DFCA Dimensional California Municipal Bond ETF
-0.05%
-$432.87 
ROUS Hartford Multifactor US Equity ETF
-0.04%
-$200.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$163.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$141.99 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$170 
DFSU Dimensional US Sustainability Core 1 ETF
-0.02%
-$1,286.15 Events
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Dividends
Dividend Analysis
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| Trades 986 | Longs Won 754/986 76% | Profit Factor 10.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $229,553.22 | Best Trade (Jul 15) $34M | Sharpe Ratio -10.26 |
| Average Loss -$69,679.99 | Worst Trade (Jul 15) -$4M | Z-Score 17.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $159,145.41 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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