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:
57.37%
Gain -0.4%
Monthly
1.43%
Yearly
18.52%
Drawdown
14.34%
$405.23M
Equity
Holdings
$405.23M
Investment
$297.14M
$147.92M
Profit -$1.54M
Realized
$39.84M
Unrealized
$108.09M
Dividends
$18M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$1.54M
Win %
80%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$3.97M
Win %
80%
This Month
Compared to last month
Gain
-0.38%
Profit
-$1.54M
Win %
80%
This Year
Compared to last year
Gain
1.31%
Profit
$5.35M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$238,416.57 
GOOG Alphabet Inc
+6.88%
+$77,753.45 
GOOGL Alphabet Inc
+6.73%
+$191,376.99 
FTNT Fortinet Inc.
+4.99%
+$377,746.6 
META Meta Platforms Inc Class A
+3.28%
+$39,603.18 
MSFT Microsoft Corp.
+3.02%
+$153,756.07 
NVDA NVIDIA Corporation
+2.93%
+$161,690.27 
CVX Chevron Corporation
+2.35%
+$238,172.36 
ORLY O'Reilly Automotive Inc.
+2.28%
+$139,956.7 
BP BP p.l.c. Sponsored ADR
+2.26%
+$7,016 
GLW Corning Incorporated
+2.24%
+$11,441.28 
DVN Devon Energy Corporation
+2.17%
+$13,655.04 
CSCO Cisco Systems, Inc.
+2.14%
+$8,796.6 
JBL Jabil Inc.
+2.12%
+$136,300.65 
GWW W.W. Grainger, Inc.
+1.97%
+$94,062.8 
OKE ONEOK, Inc.
+1.95%
+$63,162 
JCI Johnson Controls International plc
+1.93%
+$98,595.48 
AVAV AeroVironment Inc.
+1.91%
+$46,062.64 
LHX L3Harris Technologies, Inc.
+1.9%
+$12,471.74 
ORCL Oracle Corporation
+1.81%
+$10,436.58 
ADT ADT Inc.
+1.73%
+$4,011.02 
KMI Kinder Morgan, Inc.
+1.64%
+$3,449.16 
SHEL Shell plc
+1.62%
+$8,136.45 
VZ Verizon Communications Inc.
+1.52%
+$58,127.3 
PH Parker-Hannifin Corporation
+1.43%
+$111,789.05 
GE General Electric Company
+1.42%
+$24,244.59 
KLAC KLA Corporation
+1.38%
+$98,285.67 
COP ConocoPhillips
+1.22%
+$5,263.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$21,339.56 
TNL Travel + Leisure Co.
+1.13%
+$74,205.59 
DOCU DocuSign Inc.
+0.99%
+$9,127.08 
ADP Automatic Data Processing Inc.
+0.98%
+$27,430.58 
RBBN Ribbon Communications Inc.
+0.94%
+$408 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$2,259.65 
UNP Union Pacific Corporation
+0.92%
+$11,467.69 
WMB The Williams Companies, Inc.
+0.89%
+$22,870.89 
IBM International Business Machines Corporation
+0.86%
+$1,392.38 
GEV GE Vernova Inc.
+0.85%
+$2,035.95 
CP Canadian Pacific Kansas City Limited
+0.83%
+$3,874.11 
FHI Federated Hermes Inc.
+0.82%
+$41,900.39 
MCD McDonald's Corporation
+0.82%
+$20,174.09 
TSLA Tesla, Inc.
+0.76%
+$22,986.21 
MPC Marathon Petroleum Corporation
+0.76%
+$3,484.64 
TRGP Targa Resources Corp.
+0.76%
+$4,153.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$98,715.78 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,778.21 
CAT Caterpillar Inc.
+0.7%
+$7,013.78 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,603.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,479.68 
PLTR Palantir Technologies Inc.
+0.65%
+$7,603.98 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$40,017.72 
IVZ Invesco Ltd.
+0.61%
+$32,918.4 
ET Energy Transfer L.P.
+0.59%
+$2,099.04 
MO Altria Group, Inc.
+0.57%
+$4,432.35 
AVUS Avantis U.S. Equity ETF
+0.57%
+$17,740.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,762.23 
PSX Phillips 66
+0.51%
+$3,379.26 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$21,139.66 
PFE Pfizer Inc.
+0.4%
+$5,639.5 
RTX RTX Corporation
+0.39%
+$8,284.08 
VLO Valero Energy Corporation
+0.38%
+$4,067.42 
AVGO Broadcom Inc.
+0.37%
+$1,238.4 
PG Procter & Gamble Co
+0.37%
+$7,893.29 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,094.4 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$1,393.67 
MRK Merck & Co., Inc.
+0.32%
+$1,581.82 
SMH VanEck Semiconductor ETF
+0.3%
+$14.67 
JPM JPMorgan Chase & Co.
+0.27%
+$9,353.94 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$8,106.6 
NRG NRG Energy, Inc.
+0.24%
+$1,839.62 
SO The Southern Company
+0.21%
+$516.6 
JNJ Johnson & Johnson
+0.21%
+$4,645.98 
ADI Analog Devices, Inc.
+0.2%
+$1,213.58 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,440.53 
OGE Oge Energy Corp.
+0.19%
+$11,985.39 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$2,707.6 
T AT&T Inc.
+0.17%
+$2,886.6 
CB Chubb Limited
+0.15%
+$7,062.25 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$2,121.88 
DELL Dell Technologies Inc.
+0.14%
+$12,524.4 
RFG Invesco S&P MidCap 400 Pure Growth ETF
+0.13%
+$949.6 
MMM 3M Company
+0.12%
+$1,105.82 
BDX Becton, Dickinson and Company
+0.1%
+$572.05 
NUE Nucor Corporation
+0.1%
+$460.5 
WMT Walmart Inc.
+0.09%
+$2,012.94 
ABT Abbott Laboratories
+0.09%
+$1,342.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,689.32 
DIS The Walt Disney Company
+0.03%
+$406.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$85,188.82 
AAPL Apple Inc.
-7.35%
-$1.2M 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$39,491 
ES Eversource Energy
-3.05%
-$19,084.5 
IBIT iShares Bitcoin Trust
-2.89%
-$10,795.04 
QCOM QUALCOMM Incorporated
-2.63%
-$8,786 
ABBV AbbVie Inc.
-2.51%
-$188,458.16 
SGI Somnigroup International Inc.
-2.3%
-$100,709.84 
BYD Boyd Gaming Corporation
-2.29%
-$36,343.46 
CPAY Corpay, Inc.
-2.05%
-$105,515.86 
NFLX Netflix, Inc.
-2%
-$4,419.42 
GT The Goodyear Tire & Rubber Company
-1.84%
-$2,990 
APD Air Products and Chemicals, Inc.
-1.77%
-$26,337.6 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,288.37 
DRI Darden Restaurants, Inc.
-1.64%
-$67,013.52 
GPS Gap Inc-The
-1.42%
-$5,357.75 
BKH Black Hills Corporation
-1.41%
-$5,601.84 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,984.51 
HSY The Hershey Company
-1.23%
-$2,629.08 
F Ford Motor Company
-1.21%
-$9,637.56 
TJX The TJX Companies, Inc.
-1.21%
-$61,188.16 
SHW The Sherwin-Williams Company
-1.16%
-$6,052.81 
NEE NextEra Energy, Inc.
-1.15%
-$14,057.18 
DE Deere & Company
-1.13%
-$10,852.78 
OTTR Otter Tail Corporation
-1.1%
-$9,590.28 
TXN Texas Instruments Inc
-1.08%
-$4,819.95 
LOW Lowe's Companies Inc.
-1.08%
-$6,585.28 
PRI Primerica Inc.
-1.04%
-$51,784.63 
INTC Intel Corporation
-1.02%
-$3,119.22 
NDAQ Nasdaq, Inc.
-1.02%
-$48,890.91 
KO The Coca-Cola Company
-1.02%
-$23,613.3 
UPS United Parcel Service, Inc.
-1%
-$3,862.95 
XOM Exxon Mobil Corporation
-0.97%
-$140,986.44 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$6,551.96 
ARLP Alliance Resource Partners, L.P.
-0.92%
-$87,281.28 
LNC Lincoln National Corporation
-0.89%
-$3,749.86 
GILD Gilead Sciences Inc.
-0.81%
-$2,353.98 
MCO Moody's Corporation
-0.81%
-$37,461.5 
CVS CVS Health Corporation
-0.75%
-$32,126.93 
MA Mastercard Incorporated
-0.74%
-$50,056.55 
BLK BlackRock, Inc.
-0.73%
-$2,513.7 
MAR Marriott International Inc. - Class A
-0.71%
-$34,150.81 
AMGN Amgen Inc.
-0.64%
-$1,644.25 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,976.4 
PM Philip Morris International Inc.
-0.61%
-$9,548.48 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$724.23 
CARY Angel Oak Income ETF
-0.59%
-$2,597.5 
PRU Prudential Financial, Inc.
-0.56%
-$2,493.65 
WAB Wabtec Corporation
-0.55%
-$3,907.2 
HNGE Hinge Health Inc.
-0.53%
-$16,715.6 
LLY Eli Lilly and Company
-0.53%
-$21,871.84 
IWM iShares Russell 2000 ETF
-0.47%
-$287.73 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
-0.47%
-$875 
AVDE Avantis International Equity ETF
-0.46%
-$46,835.46 
PEP PepsiCo, Inc.
-0.46%
-$4,378.88 
HD The Home Depot, Inc.
-0.42%
-$2,527.06 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$106.5 
AXP American Express Company
-0.38%
-$1,154.42 
BTU Peabody Energy Corporation
-0.37%
-$2,092.64 
MDT Medtronic plc
-0.37%
-$3,079.36 
AWR American States Water Co.
-0.37%
-$1,120 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,278.93 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$763.29 
EVRG Evergy Inc.
-0.29%
-$1,285.91 
COR Cencora, Inc.
-0.28%
-$17,403.26 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$6,802.55 
COST Costco Wholesale Corporation
-0.24%
-$1,753.3 
JHSC John Hancock Multifactor Small Cap ETF
-0.23%
-$5,900.18 
NFG National Fuel Gas Company
-0.19%
-$691.84 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,106.82 
FITB Fifth Third Bancorp
-0.16%
-$9,630.81 
TPR Tapestry Inc.
-0.14%
-$6,929.37 
CFG Citizens Financial Group, Inc.
-0.11%
-$5,577.76 
TXNM TxnM Energy Inc.
-0.09%
-$1,104.95 
HOOD Robinhood Markets, Inc.
-0.05%
-$102.84 
V Visa Inc. Class A
-0.04%
-$2,567.84 
KALU Kaiser Aluminum Corporation
-0.03%
-$204.21 Events
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Dividends
Dividend Analysis
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| Trades 1464 | Longs Won 1079/1464 73% | Profit Factor 9.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $492,509.56 |
| Average Win $153,322.48 | Best Trade (Aug 14) $7.39M | Sharpe Ratio -10.17 |
| Average Loss -$45,481.58 | Worst Trade (Mar 30) -$1.28M | Z-Score 13.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $101,041.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,818 | $9.61M | $15.08M | - | $5.47M | 56.97% | -7.354% |
| ABBV AbbVie Inc. | 29,128 | $4.54M | $7.31M | - | $2.77M | 61% | -2.513% |
| ABT Abbott Laboratories | 14,918 | $1.64M | $1.58M | - | -$66,083.61 | -4.02% | +0.085% |
| ADI Analog Devices, Inc. | 1,640 | $403,020.73 | $602,552.4 | - | $199,531.67 | 49.51% | +0.202% |
| ADP Automatic Data Processing Inc. | 10,591 | $2.49M | $2.82M | - | $336,535.89 | 13.54% | +0.982% |
| ADT ADT Inc. | 30,854 | $248,662 | $235,724.56 | - | -$12,937.44 | -5.2% | +1.731% |
| AMGN Amgen Inc. | 663 | $217,055.39 | $255,361.08 | - | $38,305.69 | 17.65% | -0.64% |
| AMZN Amazon.com Inc | 6,608 | $1.13M | $1.79M | - | $667,556.47 | 59.23% | +15.321% |
| APD Air Products and Chemicals, Inc. | 4,960 | $1.36M | $1.46M | - | $102,893.59 | 7.57% | -1.769% |
| ARLP Alliance Resource Partners, L.P. | 363,672 | $7.8M | $9.44M | - | $1.64M | 20.98% | -0.916% |
| ASML ASML Holding N.V. New York Registry Shares | 133 | $264,824 | $216,657 | - | -$48,167 | -18.19% | -1.359% |
| AVAV AeroVironment Inc. | 16,451 | $2.34M | $2.46M | - | $116,573.2 | 4.98% | +1.91% |
| AVDE Avantis International Equity ETF | 111,513 | $7.79M | $10.17M | - | $2.38M | 30.5% | -0.458% |
| AVGO Broadcom Inc. | 860 | $237,059.49 | $334,780.8 | - | $97,721.31 | 41.22% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 16,322 | $1.09M | $1.5M | - | $410,680.39 | 37.55% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 24,640 | $3.16M | $3.14M | - | -$11,827 | -0.37% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 42,233 | $4.59M | $5.29M | - | $701,372.48 | 15.28% | +0.032% |
| AWR American States Water Co. | 3,500 | $281,469.83 | $299,740 | - | $18,270.17 | 6.49% | -0.372% |
| AXP American Express Company | 909 | $170,341.06 | $305,651.25 | - | $135,310.19 | 79.43% | -0.376% |
| BDX Becton, Dickinson and Company | 3,365 | $642,823.73 | $557,311.3 | - | -$85,512.43 | -13.3% | +0.103% |
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FAQ
Which stocks have generated the highest profits for Ronald Loyd Richardson?
The largest contributions to the portfolio's profits come from the following stocks: Sprouts Farmers Market, Inc - $10.37M, KLA Corporation - $8.18M, Synchrony Financial - $2.79M, Alliance Resource Partners, L.P - $2.56M, and Oracle Corporation - $2.36M. 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: Lyft Inc - $1.28M, Zoetis Inc - $1.24M, PulteGroup Inc - $678,158.84, Atkore Inc - $673,624.56, and Ulta Beauty Inc - $644,032.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ronald Loyd Richardson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18M earned over time. The largest contributors to dividend income include Alliance Resource Partners, L.P - $2.56M, Exxon Mobil Corporation - $995,150.07, Chevron Corporation - $907,426.8, Verizon Communications Inc - $755,366.85, and Oge Energy Corp - $664,596.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ronald Loyd Richardson's monthly returns?
Ronald Loyd Richardson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ronald Loyd Richardson's strategy be considered aggressive or moderate?
Ronald Loyd Richardson'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 Ronald Loyd Richardson's strategy?
Ronald Loyd Richardson'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.
