Ronald Loyd Richardson Portfolio
Invests via VISTA INVESTMENT PARTNERS LLC | Managed by Ronald Loyd Richardson, Al Mertens, Steven Hawes
Invests via VISTA INVESTMENT PARTNERS LLC
Managed by Ronald Loyd Richardson, Al Mertens, Steven Hawes
Automatically Tracked
Ronald Loyd Richardson Profile
Seasoned corporate executive and investor with a background in operational leadership, M&A and private-equity style value creation. Ronald Loyd Richardson has led turnarounds, managed cross-border integrations and served on boards, with sector focus on industrials and services. Market-facing profile emphasizes capital allocation, EBITDA improvement and strategic divestitures.
Seasoned corporate executive and investor with a background in operational leadership, M&A and private-equity style value creation. Ronald Loyd Richardson has led turnarounds, managed cross-border integrations and served on boards, with sector focus on industrials and services. Market-facing profile emphasizes capital allocation, EBITDA improvement and strategic divestitures.
Investment Philosophy & Strategy
Combines operationally driven private-equity style investing with a focus on industrials and services, prioritizing hands-on capital allocation to drive EBITDA improvement, working-capital optimization and margin expansion. Prefers control or structured minority stakes where governance and operating levers enable rapid value creation, pursuing strategic bolt-on acquisitions and disciplined divestitures. Time horizon is medium-to-long, emphasizing operational turnarounds, integration execution and cash-flow conversion. Risk discipline hinges on conservative leverage, clear exit pathways and measurable performance KPIs tied to management incentives.
Combines operationally driven private-equity style investing with a focus on industrials and services, prioritizing hands-on capital allocation to drive EBITDA improvement, working-capital optimization and margin expansion. Prefers control or structured minority stakes where governance and operating levers enable rapid value creation, pursuing strategic bolt-on acquisitions and disciplined divestitures. Time horizon is medium-to-long, emphasizing operational turnarounds, integration execution and cash-flow conversion. Risk discipline hinges on conservative leverage, clear exit pathways and measurable performance KPIs tied to management incentives.
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:
15.28%
Gain
Monthly
0.47%
Yearly
5.76%
Drawdown
25.7%
$401.14M
Equity
Holdings
$401.14M
Investment
$297.14M
$146.01M
Profit +$2.85M
Realized
$42.01M
Unrealized
$104M
Dividends
$17.38M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.85M
Win %
77%
This Week
Compared To Last Week
Gain
1.34%
Profit
$5.3M
Win %
77%
This Month
Compared to last month
Gain
0.96%
Profit
$3.81M
Win %
77%
This Year
Compared to last year
Gain
0.28%
Profit
$1.26M
Win %
78%
ABT Abbott Laboratories
+10.33%
+$137,618.55 
GT The Goodyear Tire & Rubber Company
+6.83%
+$10,580 
AVAV AeroVironment Inc.
+5.95%
+$138,188.4 
DOCU DocuSign Inc.
+4.82%
+$41,658.36 
ADT ADT Inc.
+4.21%
+$8,793.39 
CFG Citizens Financial Group, Inc.
+4.13%
+$204,982.68 
IBM International Business Machines Corporation
+3.82%
+$5,883.04 
ORLY O'Reilly Automotive Inc.
+3.78%
+$220,132.9 
MDT Medtronic plc
+3.75%
+$29,013.35 
MRK Merck & Co., Inc.
+3.59%
+$17,129.52 
NDAQ Nasdaq, Inc.
+3.57%
+$164,313.78 
COR Cencora, Inc.
+3.51%
+$203,459.37 
UPS United Parcel Service, Inc.
+3.5%
+$14,550.44 
ADP Automatic Data Processing Inc.
+3.48%
+$91,198.04 
UNP Union Pacific Corporation
+3.41%
+$42,241.32 
PM Philip Morris International Inc.
+3.37%
+$49,280.28 
WEN The Wendy's Company
+3.36%
+$5,198 
HSY The Hershey Company
+3.29%
+$6,759.63 
AWR American States Water Co.
+3.29%
+$9,730 
T AT&T Inc.
+3.15%
+$48,711.37 
ABBV AbbVie Inc.
+3.06%
+$217,586.16 
GILD Gilead Sciences Inc.
+2.99%
+$8,668.02 
AMGN Amgen Inc.
+2.92%
+$6,948.24 
OTTR Otter Tail Corporation
+2.92%
+$25,774.37 
COST Costco Wholesale Corporation
+2.9%
+$20,447.71 
PEP PepsiCo, Inc.
+2.86%
+$26,478.54 
MRSH Marsh & McLennan Companies, Inc.
+2.83%
+$17,928 
VZ Verizon Communications Inc.
+2.8%
+$99,646.8 
TJX The TJX Companies, Inc.
+2.79%
+$134,487.18 
KO The Coca-Cola Company
+2.78%
+$60,082.73 
PSX Phillips 66
+2.77%
+$17,021.76 
TPR Tapestry Inc.
+2.72%
+$126,048.54 
CP Canadian Pacific Kansas City Limited
+2.65%
+$12,736.8 
MCD McDonald's Corporation
+2.62%
+$63,731.5 
MPC Marathon Petroleum Corporation
+2.58%
+$11,255.76 
MSFT Microsoft Corp.
+2.52%
+$112,701.59 
CPAY Corpay, Inc.
+2.5%
+$119,676.71 
MA Mastercard Incorporated
+2.48%
+$156,176.28 
OKE ONEOK, Inc.
+2.47%
+$81,675 
BMY Bristol-Myers Squibb Company
+2.47%
+$8,389.7 
NFG National Fuel Gas Company
+2.41%
+$8,345.32 
MO Altria Group, Inc.
+2.41%
+$19,320.5 
FITB Fifth Third Bancorp
+2.4%
+$148,742.51 
VLO Valero Energy Corporation
+2.36%
+$23,618.38 
LOW Lowe's Companies Inc.
+2.31%
+$14,026.33 
MCO Moody's Corporation
+2.29%
+$111,660.17 
SGI Somnigroup International Inc.
+2.24%
+$107,249.44 
BDX Becton, Dickinson and Company
+2.21%
+$11,541.95 
WMT Walmart Inc.
+2.2%
+$49,919.92 
PRU Prudential Financial, Inc.
+2.19%
+$9,107.28 
DIS The Walt Disney Company
+2.15%
+$28,323.68 
DRI Darden Restaurants, Inc.
+2.09%
+$81,048.8 
CTVA Corteva Inc.
+2.09%
+$14,144.71 
V Visa Inc. Class A
+2.08%
+$135,371.34 
LNC Lincoln National Corporation
+1.99%
+$7,453.99 
BKH Black Hills Corporation
+1.83%
+$7,469.12 
BYD Boyd Gaming Corporation
+1.81%
+$29,038.17 
PG Procter & Gamble Co
+1.76%
+$38,721.8 
AAPL Apple Inc.
+1.74%
+$277,530.33 
COWZ Pacer US Cash Cows 100 ETF
+1.71%
+$12,133.69 
PRI Primerica Inc.
+1.7%
+$80,142.4 
GWW W.W. Grainger, Inc.
+1.67%
+$80,725.86 
UNH UnitedHealth Group Incorporated
+1.5%
+$4,682.48 
KMI Kinder Morgan, Inc.
+1.48%
+$3,150.68 
CB Chubb Limited
+1.44%
+$64,626.25 
EPD Enterprise Products Partners L.P.
+1.37%
+$15,499.95 
CVX Chevron Corporation
+1.37%
+$130,678.64 
SHW The Sherwin-Williams Company
+1.36%
+$6,841.67 
HD The Home Depot, Inc.
+1.33%
+$8,253.74 
ET Energy Transfer L.P.
+1.28%
+$4,460.46 
ES Eversource Energy
+1.27%
+$7,930.67 
JNJ Johnson & Johnson
+1.12%
+$24,281.82 
PFE Pfizer Inc.
+1.11%
+$15,508.62 
AVUV Avantis U.S. Small Cap Value ETF
+1.08%
+$57,145.47 
SO The Southern Company
+1.08%
+$2,634.66 
LLY Eli Lilly and Company
+1.02%
+$42,209.44 
XOM Exxon Mobil Corporation
+1.02%
+$135,457.56 
COP ConocoPhillips
+1.01%
+$4,101.9 
DE Deere & Company
+0.97%
+$9,137.1 
OGE Oge Energy Corp.
+0.94%
+$61,258.66 
APD Air Products and Chemicals, Inc.
+0.89%
+$12,995.2 
NFLX Netflix, Inc.
+0.87%
+$1,938.49 
EVRG Evergy Inc.
+0.85%
+$3,911.34 
TXNM TxnM Energy Inc.
+0.8%
+$10,055.05 
VFLO VictoryShares Free Cash Flow ETF
+0.79%
+$25,333.12 
TNL Travel + Leisure Co.
+0.76%
+$49,761.57 
GPS Gap Inc-The
+0.74%
+$2,771.25 
MMM 3M Company
+0.55%
+$4,634.08 
JHSC John Hancock Multifactor Small Cap ETF
+0.53%
+$13,677.69 
WMB The Williams Companies, Inc.
+0.52%
+$14,158.17 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$1,781.88 
PH Parker-Hannifin Corporation
+0.51%
+$39,418.92 
ARLP Alliance Resource Partners, L.P.
+0.49%
+$43,640.64 
DVN Devon Energy Corporation
+0.48%
+$2,915.92 
WAB Wabtec Corporation
+0.48%
+$3,028.08 
TRGP Targa Resources Corp.
+0.45%
+$2,577.98 
HNGE Hinge Health Inc.
+0.4%
+$14,208.26 
SHEL Shell plc
+0.38%
+$1,771.2 
AXP American Express Company
+0.36%
+$1,190.79 
MAR Marriott International Inc. - Class A
+0.34%
+$16,237.62 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$10,137.6 
PNC The PNC Financial Services Group, Inc.
+0.28%
+$12,756.8 
CVS CVS Health Corporation
+0.26%
+$11,386.76 
AVLV Avantis U.S. Large Cap Value ETF
+0.1%
+$1,550.59 
IVZ Invesco Ltd.
+0.03%
+$1,828.8 
CARY Angel Oak Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.64%
-$70,063.68 
HOOD Robinhood Markets, Inc.
-7.5%
-$22,264.86 
INTC Intel Corporation
-6.39%
-$22,069.32 
KTOS Kratos Defense & Security Solutions, Inc.
-5.76%
-$15,031.93 
GE General Electric Company
-5.66%
-$98,231.6 
SPCE Virgin Galactic Holdings Inc.
-5.35%
-$1,544.25 
GS The Goldman Sachs Group, Inc.
-5.11%
-$17,952.3 
ORCL Oracle Corporation
-4.99%
-$29,863.98 
AVGO Broadcom Inc.
-4.68%
-$15,879.9 
DELL Dell Technologies Inc.
-4.39%
-$404,918.33 
CAT Caterpillar Inc.
-4.36%
-$49,325.37 
QCOM QUALCOMM Incorporated
-4.21%
-$16,492.98 
RING iShares MSCI Global Gold Miners ETF
-4.08%
-$50,927.75 
SMH VanEck Semiconductor ETF
-4.07%
-$216.56 
JBL Jabil Inc.
-4.01%
-$267,383.13 
GOOGL Alphabet Inc
-3.82%
-$120,820.46 
GOOG Alphabet Inc
-3.82%
-$47,897.75 
TXN Texas Instruments Inc
-3.75%
-$18,002.88 
NRG NRG Energy, Inc.
-3.73%
-$29,549.86 
BTU Peabody Energy Corporation
-3.67%
-$22,626.67 
GEV GE Vernova Inc.
-3.37%
-$8,701.15 
RIO Rio Tinto Plc Sponsored ADR
-3.16%
-$6,834.91 
HONA Honeywell Aerospace Inc.
-3.06%
-$57,405.27 
RBBN Ribbon Communications Inc.
-2.97%
-$1,326 
ADI Analog Devices, Inc.
-2.92%
-$18,730.93 
CSCO Cisco Systems, Inc.
-2.59%
-$10,461.8 
NVDA NVIDIA Corporation
-2.56%
-$154,327.65 
KLAC KLA Corporation
-2.33%
-$206,241.2 
FTNT Fortinet Inc.
-2.01%
-$161,891.4 
META Meta Platforms Inc Class A
-1.84%
-$28,115.81 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-1.72%
-$2,051.99 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$107,165.38 
KALU Kaiser Aluminum Corporation
-1.65%
-$13,678.72 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.61%
-$23,981.6 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$6,512.5 
JCI Johnson Controls International plc
-1.56%
-$79,089.18 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.5%
-$10,858.68 
VBK Vanguard Small-Cap Growth ETF
-1.4%
-$36,156.66 
RTX RTX Corporation
-1.31%
-$25,345.44 
IBIT iShares Bitcoin Trust
-1.2%
-$4,510.49 
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$2,865.49 
BLK BlackRock, Inc.
-1.03%
-$3,537.45 
TSLA Tesla, Inc.
-1.01%
-$38,918.12 
AVDE Avantis International Equity ETF
-1%
-$101,476.83 
JPM JPMorgan Chase & Co.
-0.99%
-$34,330.95 
LHX L3Harris Technologies, Inc.
-0.92%
-$6,356.71 
FHI Federated Hermes Inc.
-0.87%
-$44,465.72 
BP BP p.l.c. Sponsored ADR
-0.8%
-$2,315.28 
IVV iShares Core S&P 500 ETF
-0.62%
-$1,353.96 
AMZN Amazon.com Inc
-0.62%
-$10,374.56 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$84,111.3 
VOO Vanguard S&P 500 ETF
-0.6%
-$11,821.95 
NUE Nucor Corporation
-0.59%
-$2,578.8 
F Ford Motor Company
-0.56%
-$4,283.36 
AVUS Avantis U.S. Equity ETF
-0.38%
-$11,950.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.35%
-$1,818.55 
IWM iShares Russell 2000 ETF
-0.26%
-$159.39 
PLTR Palantir Technologies Inc.
-0.1%
-$1,204.28 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.09%
-$175 
NEE NextEra Energy, Inc.
-0.04%
-$487.13 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1464 | Longs Won 1033/1464 70% | Profit Factor 12.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $481,580.67 |
| Average Win $153,828.7 | Best Trade (Jul 13) $6.71M | Sharpe Ratio -10.22 |
| Average Loss -$29,924.32 | Worst Trade (Dec 30) -$1.08M | Z-Score 5.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 6d | Expectancy $99,732.01 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
