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:
60.42%
Gain -0.1%
Monthly
1.42%
Yearly
18.45%
Drawdown
14.24%
$394.57M
Equity
Holdings
$394.57M
Investment
$300.91M
$155.04M
Profit -$487,710.01
Realized
$61.38M
Unrealized
$93.66M
Dividends
$19.24M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$487,710.01
Win %
79%
This Week
Compared To Last Week
Gain
0.26%
Profit
$1.04M
Win %
79%
This Month
Compared to last month
Gain
2.96%
Profit
$11.35M
Win %
79%
This Year
Compared to last year
Gain
2.19%
Profit
$8.46M
Win %
78%
EOG EOG Resources, Inc.
+2.78%
+$24,910.65 
KMI Kinder Morgan, Inc.
+2.65%
+$5,786.37 
MSI Motorola Solutions, Inc.
+2.51%
+$15,627.03 
F Ford Motor Company
+2.48%
+$25,128.34 
BP BP p.l.c. Sponsored ADR
+2.47%
+$8,839.42 
RTX RTX Corporation
+2.39%
+$44,052.68 
COP ConocoPhillips
+2.17%
+$11,001.76 
NFG National Fuel Gas Company
+2.13%
+$7,157.62 
SHEL Shell plc
+2.06%
+$12,064.89 
NUE Nucor Corporation
+2.05%
+$9,615.24 
PEP PepsiCo, Inc.
+2.04%
+$17,962.87 
TRGP Targa Resources Corp.
+2.01%
+$11,641.76 
PM Philip Morris International Inc.
+1.93%
+$31,277.58 
GE General Electric Company
+1.68%
+$25,219.06 
ARLP Alliance Resource Partners, L.P.
+1.67%
+$152,742.24 
SO The Southern Company
+1.65%
+$3,802.89 
EVRG Evergy Inc.
+1.63%
+$7,126.14 
JPM JPMorgan Chase & Co.
+1.6%
+$53,417.76 
MAR Marriott International Inc. - Class A
+1.57%
+$76,961.81 
CVX Chevron Corporation
+1.51%
+$174,727.75 
KO The Coca-Cola Company
+1.42%
+$34,450.38 
TNL Travel + Leisure Co.
+1.39%
+$75,166 
DVN Devon Energy Corporation
+1.39%
+$9,747.55 
HD The Home Depot, Inc.
+1.37%
+$7,552.76 
EPD Enterprise Products Partners L.P.
+1.36%
+$14,597.05 
OXY Occidental Petroleum Corporation
+1.36%
+$7,934.85 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.34%
+$1,689.87 
KALU Kaiser Aluminum Corporation
+1.3%
+$5,236.09 
BLK BlackRock, Inc.
+1.28%
+$4,492.8 
OGE Oge Energy Corp.
+1.27%
+$80,068.8 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$47,125.94 
PG Procter & Gamble Co
+1.2%
+$16,975.96 
LOW Lowe's Companies Inc.
+1.19%
+$6,574.88 
COST Costco Wholesale Corporation
+1.17%
+$8,938.54 
ET Energy Transfer L.P.
+1.11%
+$3,848.24 
NEE NextEra Energy, Inc.
+1.09%
+$11,944.78 
UGI UGI Corporation
+1.08%
+$7,518.42 
HXL Hexcel Corporation
+1.06%
+$3,519.75 
MO Altria Group, Inc.
+1.06%
+$8,863.14 
MRK Merck & Co., Inc.
+1.05%
+$5,914.98 
ES Eversource Energy
+1.05%
+$5,865.1 
XOM Exxon Mobil Corporation
+1%
+$159,964.34 
TXN Texas Instruments Inc
+0.96%
+$4,272 
DMB BNY Mellon Municipal Bond Infrastructure Fund, Inc.
+0.94%
+$1,575 
RIO Rio Tinto Plc Sponsored ADR
+0.93%
+$1,923.01 
ORLY O'Reilly Automotive Inc.
+0.92%
+$55,312.83 
WMB The Williams Companies, Inc.
+0.88%
+$22,142.39 
DIS The Walt Disney Company
+0.86%
+$12,917.33 
PSX Phillips 66
+0.86%
+$7,691.58 
VZ Verizon Communications Inc.
+0.86%
+$31,500.1 
AAPL Apple Inc.
+0.81%
+$135,023.65 
AXP American Express Company
+0.79%
+$2,261.35 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$29,087.71 
OTTR Otter Tail Corporation
+0.75%
+$5,927.49 
T AT&T Inc.
+0.68%
+$13,294.24 
CB Chubb Limited
+0.68%
+$31,384.93 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$1,301.05 
BKH Black Hills Corporation
+0.67%
+$2,753.76 
V Visa Inc. Class A
+0.65%
+$46,881.59 
LLY Eli Lilly and Company
+0.63%
+$28,112.11 
PH Parker-Hannifin Corporation
+0.59%
+$44,154.75 
PRI Primerica Inc.
+0.59%
+$26,994 
FITB Fifth Third Bancorp
+0.59%
+$30,839.01 
ADT ADT Inc.
+0.58%
+$1,229 
LNC Lincoln National Corporation
+0.57%
+$2,087.73 
JNJ Johnson & Johnson
+0.51%
+$11,503.7 
DRI Darden Restaurants, Inc.
+0.51%
+$21,534.04 
DG Dollar General Corporation
+0.45%
+$2,131.2 
WEN The Wendy's Company
+0.45%
+$845.46 
ABBV AbbVie Inc.
+0.44%
+$35,994.37 
AVDE Avantis International Equity ETF
+0.43%
+$42,943.29 
WMT Walmart Inc.
+0.42%
+$18,337.5 
AWR American States Water Co.
+0.39%
+$1,120 
APD Air Products and Chemicals, Inc.
+0.39%
+$5,689.46 
PFE Pfizer Inc.
+0.37%
+$4,660.48 
GAP Gap Inc.
+0.36%
+$1,570.37 
GEV GE Vernova Inc.
+0.34%
+$785.97 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$2,286 
CAH Cardinal Health Inc.
+0.34%
+$18,382.73 
CVS CVS Health Corporation
+0.34%
+$12,311.03 
CAT Caterpillar Inc.
+0.32%
+$4,011.26 
ADP Automatic Data Processing Inc.
+0.31%
+$9,393.17 
MCD McDonald's Corporation
+0.25%
+$9,290.55 
VLO Valero Energy Corporation
+0.19%
+$2,825.33 
AMGN Amgen Inc.
+0.17%
+$483.99 
COWZ Pacer US Cash Cows 100 ETF
+0.14%
+$1,147.03 
NVDA NVIDIA Corporation
+0.12%
+$7,478.19 
TXNM TxnM Energy Inc.
+0.12%
+$801.43 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$296.78 
AVUV Avantis U.S. Small Cap Value ETF
+0.09%
+$2,184.74 
WM Waste Management, Inc.
+0.07%
+$557.37 
MA Mastercard Incorporated
+0.06%
+$4,045.88 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$3,446.96 
GS The Goldman Sachs Group, Inc.
+0.04%
+$90.77 
CP Canadian Pacific Kansas City Limited
+0.01%
+$53.48 
AVLV Avantis U.S. Large Cap Value ETF
+0.01%
+$174.31 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 OKE
OKE
0%
$0 
FTNT Fortinet Inc.
-6.92%
-$596,652.69 
PLTR Palantir Technologies Inc.
-6.3%
-$121,551.12 
RBBN Ribbon Communications Inc.
-4.71%
-$1,364.76 
INTC Intel Corporation
-4.11%
-$13,119.17 
SPCE Virgin Galactic Holdings Inc.
-4.07%
-$1,118.25 
HNGE Hinge Health Inc.
-3.71%
-$210,141.69 
HUM Humana Inc.
-3.45%
-$127,122.66 
ORCL Oracle Corporation
-3.29%
-$19,908.42 
GLW Corning Incorporated
-2.91%
-$18,421.13 
HOOD Robinhood Markets, Inc.
-2.9%
-$8,048.74 
AVGO Broadcom Inc.
-2.85%
-$8,611.07 
DELL Dell Technologies Inc.
-2.71%
-$218,771.25 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-2.71%
-$45,928.21 
JBL Jabil Inc.
-2.67%
-$155,636.08 
NFLX Netflix, Inc.
-2.45%
-$5,354.24 
META Meta Platforms Inc Class A
-2.21%
-$24,610.51 
WAT Waters Corporation
-2.01%
-$4,197.1 
MSFT Microsoft Corp.
-1.88%
-$115,299.66 
VBK Vanguard Small-Cap Growth ETF
-1.85%
-$45,470.8 
CPAY Corpay, Inc.
-1.76%
-$92,435.33 
CSCO Cisco Systems, Inc.
-1.72%
-$6,427.85 
GOOGL Alphabet Inc
-1.55%
-$44,949.54 
IVZ Invesco Ltd.
-1.54%
-$79,381.32 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$95,563.7 
DE Deere & Company
-1.46%
-$15,114.09 
BYD Boyd Gaming Corporation
-1.45%
-$19,241.43 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$14,011.14 
GOOG Alphabet Inc
-1.41%
-$15,445.08 
UNH UnitedHealth Group Incorporated
-1.34%
-$4,084.09 
BDX Becton, Dickinson and Company
-1.3%
-$8,497.41 
ETN Eaton Corporation plc
-1.22%
-$58,112.88 
QCOM QUALCOMM Incorporated
-1.08%
-$4,218.22 
TSLA Tesla, Inc.
-1.07%
-$37,900.27 
IBIT iShares Bitcoin Trust
-0.94%
-$1,977.36 
AVAV AeroVironment Inc.
-0.9%
-$18,419.34 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.85%
-$6,918.5 
GILD Gilead Sciences Inc.
-0.78%
-$2,701.08 
SFNC Simmons First National Corporation
-0.74%
-$2,110.35 
MDT Medtronic plc
-0.71%
-$6,549.08 
CFG Citizens Financial Group, Inc.
-0.62%
-$26,941.37 
AMZN Amazon.com Inc
-0.62%
-$10,200.42 
PRU Prudential Financial, Inc.
-0.55%
-$2,312.96 
IVV iShares Core S&P 500 ETF
-0.54%
-$1,199.34 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$74,027.63 
VOO Vanguard S&P 500 ETF
-0.51%
-$10,149.27 
MCO Moody's Corporation
-0.5%
-$23,048.08 
UPS United Parcel Service, Inc.
-0.4%
-$1,406.34 
UNP Union Pacific Corporation
-0.35%
-$4,300.96 
FHI Federated Hermes Inc.
-0.31%
-$14,213.85 
NDAQ Nasdaq, Inc.
-0.28%
-$12,789.14 
MMM 3M Company
-0.26%
-$2,269.54 
FDX FedEx Corporation
-0.23%
-$6,233.55 
KTOS Kratos Defense & Security Solutions, Inc.
-0.23%
-$499.23 
VFLO VictoryShares Free Cash Flow ETF
-0.18%
-$6,491.37 
GWW W.W. Grainger, Inc.
-0.15%
-$7,125.72 
JCI Johnson Controls International plc
-0.14%
-$7,338.24 
SHW The Sherwin-Williams Company
-0.13%
-$667.94 
ABT Abbott Laboratories
-0.12%
-$2,296 
CARY Angel Oak Income ETF
-0.07%
-$319.37 
WAB Wabtec Corporation
-0.07%
-$508.22 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.07%
-$246.48 
BMY Bristol-Myers Squibb Company
-0.05%
-$173.31 
MPC Marathon Petroleum Corporation
-0.03%
-$180.86 
COR Cencora, Inc.
-0.02%
-$54.88 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.01%
-$39.31 Events
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Dividends
Dividend Analysis
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| Trades 1606 | Longs Won 1174/1606 73% | Profit Factor 9.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $512,023.97 |
| Average Win $148,474.26 | Best Trade (Sep 29) $9.43M | Sharpe Ratio -9.93 |
| Average Loss -$44,595.11 | Worst Trade (Mar 30) -$1.28M | Z-Score 16.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $96,540.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 48,745 | $9.59M | $16.81M | - | $7.21M | 75.19% | +0.81% |
| ABBV AbbVie Inc. | 29,145 | $4.54M | $8.3M | - | $3.75M | 82.55% | +0.436% |
| ABT Abbott Laboratories | 18,368 | $1.98M | $1.92M | - | -$63,420.9 | -3.2% | -0.119% |
| ADP Automatic Data Processing Inc. | 10,554 | $2.48M | $3.02M | - | $547,221.28 | 22.09% | +0.312% |
| ADT ADT Inc. | 30,725 | $247,620.97 | $212,002.5 | - | -$35,618.47 | -14.38% | +0.583% |
| AMGN Amgen Inc. | 663 | $217,055.39 | $288,245.88 | - | $71,190.49 | 32.8% | +0.168% |
| AMZN Amazon.com Inc | 6,456 | $1.1M | $1.63M | - | $530,580.89 | 48.06% | -0.62% |
| APD Air Products and Chemicals, Inc. | 4,969 | $1.36M | $1.48M | - | $117,229.88 | 8.61% | +0.386% |
| ARLP Alliance Resource Partners, L.P. | 363,672 | $7.8M | $9.31M | - | $1.51M | 19.4% | +1.667% |
| ASML ASML Holding N.V. New York Registry Shares | 117 | $232,965.47 | $195,221.52 | - | -$37,743.95 | -16.2% | +0.671% |
| AVAV AeroVironment Inc. | 16,594 | $2.36M | $2.03M | - | -$337,428.03 | -14.28% | -0.901% |
| AVDE Avantis International Equity ETF | 111,541 | $7.8M | $10.07M | - | $2.27M | 29.15% | +0.428% |
| AVGO Broadcom Inc. | 876 | $242,680.68 | $293,022 | - | $50,341.32 | 20.74% | -2.855% |
| AVLV Avantis U.S. Large Cap Value ETF | 17,431 | $1.19M | $1.63M | - | $434,027.97 | 36.36% | +0.011% |
| AVUV Avantis U.S. Small Cap Value ETF | 20,807 | $2.59M | $2.51M | - | -$77,154.33 | -2.98% | +0.087% |
| AWR American States Water Co. | 3,500 | $281,469.83 | $290,710 | - | $9,240.17 | 3.28% | +0.387% |
| AXP American Express Company | 910 | $170,645.17 | $287,883.05 | - | $117,237.88 | 68.7% | +0.792% |
| BDX Becton, Dickinson and Company | 3,372 | $644,076.67 | $644,861.28 | - | $784.61 | 0.12% | -1.301% |
| BKH Black Hills Corporation | 5,453 | $405,703.4 | $416,472.87 | - | $10,769.47 | 2.65% | +0.666% |
| BLK BlackRock, Inc. | 312 | $295,933.18 | $354,176.16 | - | $58,242.98 | 19.68% | +1.285% |
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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 Ronald Loyd Richardson?
The largest contributions to the portfolio's profits come from the following stocks: KLA Corporation - $17.77M, Sprouts Farmers Market, Inc - $10.37M, Exxon Mobil Corporation - $4.73M, Dell Technologies Inc - $3.66M, and Synchrony Financial - $2.79M. 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: Lyft Inc - $1.28M, Zoetis Inc - $1.24M, Tapestry Inc - $1.02M, PulteGroup Inc - $678,158.84, and Atkore Inc - $673,624.56. 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 $19.24M earned over time. The largest contributors to dividend income include Alliance Resource Partners, L.P - $2.56M, Exxon Mobil Corporation - $1.09M, Chevron Corporation - $1M, Verizon Communications Inc - $814,015.06, and Oge Energy Corp - $721,812.53. 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.
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