Ralph Antolino, Jr Portfolio
Invests via AA Financial Advisors, LLC | Managed by Ralph Antolino, Jr., Christian M. Hertl, Maureen E. Armstrong, Brandon M. Boychuk, Nicholas R. Bowden, Jason R. Witt, Greg S. Palmer
Invests via AA Financial Advisors, LLC
Managed by Ralph Antolino, Jr., Christian M. Hertl, Maureen E. Armstrong, Brandon M. Boychuk, Nicholas R. Bowden, Jason R. Witt, Greg S. Palmer
Automatically Tracked
Ralph Antolino, Jr Profile
Seasoned investor and operator focused on real assets and middle‑market private equity opportunities, with experience across capital raising, portfolio management and strategic M&A. Ralph Antolino, Jr brings a blend of financial markets acumen and operational oversight supporting growth-stage companies and asset repositioning. Market-facing skills include LP relations, deal sourcing and exit execution.
Seasoned investor and operator focused on real assets and middle‑market private equity opportunities, with experience across capital raising, portfolio management and strategic M&A. Ralph Antolino, Jr brings a blend of financial markets acumen and operational oversight supporting growth-stage companies and asset repositioning. Market-facing skills include LP relations, deal sourcing and exit execution.
Investment Philosophy & Strategy
Combines an opportunistic value-oriented private equity approach targeting middle-market real assets and growth-stage companies. Prefers control and structured minority investments where active operational involvement, asset repositioning, and strategic M&A can drive value. Capital allocation emphasizes disciplined underwriting, cash-flow resilience, and defined exit pathways; horizon of 3–7+ years. Leverages LP relationships and proprietary sourcing to access off-market deals, pairs financial rigor with hands-on portfolio management to accelerate operational turnarounds and monetize through exits or capital markets.
Combines an opportunistic value-oriented private equity approach targeting middle-market real assets and growth-stage companies. Prefers control and structured minority investments where active operational involvement, asset repositioning, and strategic M&A can drive value. Capital allocation emphasizes disciplined underwriting, cash-flow resilience, and defined exit pathways; horizon of 3–7+ years. Leverages LP relationships and proprietary sourcing to access off-market deals, pairs financial rigor with hands-on portfolio management to accelerate operational turnarounds and monetize through exits or capital markets.
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:
10.08%
Gain
Monthly
0.32%
Yearly
3.85%
Drawdown
34.07%
$768.45M
Equity
Holdings
$768.45M
Investment
$650.52M
$136.72M
Profit -$2M
Realized
$18.8M
Unrealized
$117.92M
Dividends
$21.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2M
Win %
73%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$3.61M
Win %
73%
This Month
Compared to last month
Gain
-0.35%
Profit
-$2.68M
Win %
73%
This Year
Compared to last year
Gain
8.36%
Profit
$59.32M
Win %
72%
ABT Abbott Laboratories
+10.99%
+$44,252.91 
BTI British American Tobacco p.l.c. ADR
+6.81%
+$35,924 
IR Ingersoll Rand Inc.
+6.07%
+$12,560.27 
CRM Salesforce Inc
+4.5%
+$50,013.75 
SYK Stryker Corporation
+4.17%
+$44,966.84 
MDLZ Mondelez International, Inc.
+4.09%
+$10,855.2 
CFG Citizens Financial Group, Inc.
+3.9%
+$10,686.66 
IBM International Business Machines Corporation
+3.78%
+$21,964.54 
ATEC Alphatec Holdings Inc.
+3.69%
+$6,666 
PM Philip Morris International Inc.
+3.55%
+$64,726.44 
ABBV AbbVie Inc.
+3.41%
+$33,479.68 
UNP Union Pacific Corporation
+3.37%
+$14,120.7 
SHOP Shopify Inc.
+3.32%
+$20,668.67 
AMGN Amgen Inc.
+3.22%
+$32,913.12 
WCN Waste Connections Inc.
+3.07%
+$11,301.3 
SBUX Starbucks Corporation
+3.06%
+$11,920.11 
DXYZ Destiny Tech100 Inc.
+2.96%
+$47,885 
CMCSA Comcast Corp
+2.92%
+$6,358.81 
WELL Welltower Inc.
+2.88%
+$29,191.68 
MRSH Marsh & McLennan Companies, Inc.
+2.85%
+$29,146.12 
KO The Coca-Cola Company
+2.78%
+$38,824.66 
GILD Gilead Sciences Inc.
+2.76%
+$12,403.74 
COST Costco Wholesale Corporation
+2.69%
+$63,601.44 
PSX Phillips 66
+2.65%
+$45,111.74 
AJG Arthur J. Gallagher & Co.
+2.65%
+$7,924.48 
TJX The TJX Companies, Inc.
+2.59%
+$6,603.99 
WMT Walmart Inc.
+2.59%
+$36,997.74 
MCD McDonald's Corporation
+2.57%
+$28,616.19 
CSX CSX Corporation
+2.48%
+$63,509.25 
MA Mastercard Incorporated
+2.46%
+$13,625.27 
OVBC Ohio Valley Banc Corp
+2.4%
+$30,351.3 
UNH UnitedHealth Group Incorporated
+2.25%
+$9,682.89 
CORT Corcept Therapeutics Incorporated
+2.23%
+$10,004.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.21%
+$45,956.93 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$11,174.98 
LOW Lowe's Companies Inc.
+2.2%
+$28,377.63 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$9,783.51 
MSFT Microsoft Corp.
+2.09%
+$139,046.21 
PSR Invesco Active U.S. Real Estate Fund
+2.08%
+$17,101.77 
V Visa Inc. Class A
+2.02%
+$30,300.42 
PG Procter & Gamble Co
+2.01%
+$27,049.46 
FSK FS KKR Capital Corp.
+1.97%
+$5,403.41 
SDY SPDR S&P Dividend ETF
+1.93%
+$66,985.65 
HBAN Huntington Bancshares Incorporated
+1.92%
+$6,655.5 
VRTX Vertex Pharmaceuticals Incorporated
+1.85%
+$8,119.36 
VNQ Vanguard Real Estate ETF
+1.84%
+$246,738.6 
DRI Darden Restaurants, Inc.
+1.77%
+$4,923.93 
TFC Truist Financial Corporation
+1.64%
+$7,718.4 
CB Chubb Limited
+1.51%
+$26,873.49 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$121,350.15 
DFGR Dimensional Global Real Estate ETF
+1.43%
+$17,823.54 
EPD Enterprise Products Partners L.P.
+1.43%
+$7,119.24 
ARCC Ares Capital Corporation
+1.35%
+$37,849.14 
LLY Eli Lilly and Company
+1.34%
+$71,796.15 
CVX Chevron Corporation
+1.33%
+$2,453.88 
TRV The Travelers Companies, Inc.
+1.29%
+$19,603.41 
SO The Southern Company
+1.25%
+$4,753.04 
HD The Home Depot, Inc.
+1.24%
+$6,445.61 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$9,387.62 
DHR Danaher Corporation
+1.19%
+$2,916.86 
VTWV Vanguard Russell 2000 Value Index Fund
+1.18%
+$2,841.58 
CVS CVS Health Corporation
+1.14%
+$3,994.21 
DUK Duke Energy Corporation
+1.14%
+$13,599.34 
XOM Exxon Mobil Corporation
+1.14%
+$6,738.6 
USB U.S. Bancorp
+1.14%
+$5,063.59 
ATO Atmos Energy Corporation
+1.12%
+$3,443.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$3,949.64 
JNJ Johnson & Johnson
+1.06%
+$10,397.24 
EOG EOG Resources, Inc.
+1.03%
+$2,882.04 
COP ConocoPhillips
+1.01%
+$14,977.02 
NLY Annaly Capital Management, Inc.
+0.97%
+$2,335.95 
DE Deere & Company
+0.97%
+$4,617 
FENY Fidelity MSCI Energy Index ETF
+0.91%
+$3,073.44 
AZN AstraZeneca PLC American Depositary Shares
+0.74%
+$4,085 
AAPL Apple Inc.
+0.7%
+$51,275.39 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$3,567.84 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$10,151.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$43,465.2 
COF Capital One Financial Corporation
+0.63%
+$2,910.82 
VOOV Vanguard S&P 500 Value ETF
+0.62%
+$2,114.19 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$3,411.9 
APD Air Products and Chemicals, Inc.
+0.57%
+$2,181.79 
LIN Linde plc
+0.55%
+$5,901.52 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$1,253.72 
FDVV Fidelity High Dividend ETF
+0.45%
+$35,679.84 
NFLX Netflix, Inc.
+0.44%
+$5,531.18 
HON Honeywell International Inc.
+0.42%
+$2,482.37 
AEP American Electric Power Company, Inc.
+0.38%
+$975 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$843.03 
CNQ Canadian Natural Resources Limited
+0.28%
+$757.2 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$27,102.47 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$42,082.75 
MMM 3M Company
+0.21%
+$592.02 
WFC Wells Fargo & Company
+0.19%
+$814.61 
MGV Vanguard Mega Cap Value ETF
+0.18%
+$732.6 
SRE Sempra
+0.16%
+$723.6 
VB Vanguard Small-Cap ETF
+0.13%
+$48,647.22 
PLTR Palantir Technologies Inc.
+0.12%
+$320 
DUHP Dimensional US High Profitability ETF
+0.11%
+$8,649.58 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$215.96 
LJAN Innovative Premium Income Fund
+0.04%
+$1,138.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.04%
+$230.91 
BKLN Invesco Senior Loan ETF
+0.02%
+$326.02 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$1,556.88 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$375.44 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.02%
+$70.43 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$2,466.16 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$1,030.02 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$952.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$926.14 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
MTA
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USAS Americas Gold and Silver Corporation
-8.31%
-$21,507 
MU Micron Technology, Inc.
-6.37%
-$159,572.77 
GE General Electric Company
-6.22%
-$116,132.12 
MS Morgan Stanley
-5.33%
-$51,472.68 
CAT Caterpillar Inc.
-4.74%
-$145,038.25 
AVGO Broadcom Inc.
-4.73%
-$323,428.3 
ETN Eaton Corporation plc
-4.48%
-$14,954.62 
MTUM iShares MSCI USA Momentum Factor ETF
-3.38%
-$10,304.92 
GEV GE Vernova Inc.
-3.34%
-$29,900.48 
OR OR ROYALTIES INC COMMON STOCK
-3.23%
-$5,901.78 
CEG Constellation Energy Corporation
-3.15%
-$24,741.19 
NVDA NVIDIA Corporation
-2.77%
-$186,294.81 
CSCO Cisco Systems, Inc.
-2.6%
-$14,178.1 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$34,824.79 
KLAC KLA Corporation
-2.37%
-$51,497.7 
DEHP Dimensional Emerging Markets High Profitability ETF
-2.31%
-$28,177.8 
CGGO Capital Group Global Growth Equity ETF
-2.24%
-$255,803.4 
APH Amphenol Corporation
-2.23%
-$5,777.23 
VGT Vanguard Information Technology ETF
-2.18%
-$32,488.56 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$66,663.79 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$121,445.6 
VISN Vistance Networks, Inc.
-1.99%
-$127,386.06 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.93%
-$69,390.54 
HEI.A Heico Corporation
-1.92%
-$11,765.92 
GOOGL Alphabet Inc
-1.91%
-$79,046.41 
GLD SPDR Gold Shares
-1.84%
-$4,342.38 
IAU iShares Gold Trust
-1.81%
-$17,999.34 
GOOG Alphabet Inc
-1.81%
-$69,132.88 
TTE TotalEnergies SE
-1.79%
-$4,128.48 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$118,732.9 
DFEV Dimensional Emerging Markets Value ETF
-1.73%
-$20,619.82 
META Meta Platforms Inc Class A
-1.69%
-$35,419.74 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$75,991.48 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$42,587.3 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$7,316.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$7,720.96 
TSLA Tesla, Inc.
-1.44%
-$147,816.56 
RTX RTX Corporation
-1.33%
-$11,695.45 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.32%
-$2,617.93 
MGK Vanguard Mega Cap Growth ETF
-1.31%
-$10,009.35 
SCHF Schwab International Equity ETF
-1.27%
-$99,276.8 
CGGR Capital Group Growth ETF
-1.23%
-$421,753.3 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$16,235.2 
JPM JPMorgan Chase & Co.
-1.21%
-$44,043.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$4,770.84 
EFG iShares MSCI EAFE Growth ETF
-1.15%
-$2,554.29 
LRGE ClearBridge Large Cap Growth ESG ETF
-1.15%
-$51,848.29 
BA Boeing Company
-1.07%
-$3,124.53 
BLK BlackRock, Inc.
-1.04%
-$3,782.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.01%
-$4,247.69 
YUM Yum! Brands, Inc.
-0.94%
-$2,538.25 
ACWI iShares MSCI ACWI ETF
-0.84%
-$4,528.07 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$22,586.91 
PGR Progressive Corporation
-0.84%
-$2,769.72 
VT Vanguard Total World Stock ETF
-0.76%
-$155,543.59 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$137,667.6 
RCL Royal Caribbean Group
-0.7%
-$6,334.53 
CGBL Capital Group Core Balanced ETF
-0.6%
-$30,665.25 
DFSI Dimensional International Sustainability Core 1 ETF
-0.59%
-$1,482.57 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$8,664.33 
IVV iShares Core S&P 500 ETF
-0.57%
-$32,797.44 
VOO Vanguard S&P 500 ETF
-0.57%
-$3,582.65 
DIHP Dimensional International High Profitability Portfolio
-0.56%
-$13,018.8 
AMZN Amazon.com Inc
-0.55%
-$28,524.43 
VTHR Vanguard Russell 3000 ETF
-0.55%
-$1,663.36 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$1,778.91 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$111,489.84 
CGUS Capital Group Core Equity ETF
-0.53%
-$126,014.29 
VONE Vanguard Russell 1000 ETF
-0.52%
-$2,452.46 
TDG TransDigm Group Inc.
-0.49%
-$2,126.82 
BAC Bank of America Corporation
-0.47%
-$4,541.69 
CGDV Capital Group Dividend Value ETF
-0.31%
-$124,531.65 
NOC Northrop Grumman Corporation
-0.25%
-$2,075.01 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.25%
-$21,124.4 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.24%
-$21,248.28 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$66,618.45 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$4,799.68 
FTNY Franklin New York Municipal Income ETF
-0.19%
-$532.08 
LJUL Innovator Premium Income 15 Barrier ETF - July
-0.19%
-$5,232.15 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.17%
-$15,061.07 
CGMU Capital Group Municipal Income ETF
-0.16%
-$2,988 
DFSU Dimensional US Sustainability Core 1 ETF
-0.15%
-$1,404.76 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.13%
-$11,605.52 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.13%
-$10,900 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$549.43 
DFGP Dimensional Global Core Fixed Income Fund
-0.12%
-$9,936.49 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.11%
-$9,470.05 
XLF Financial Select Sector SPDR Fund
-0.1%
-$226.41 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$1,095.49 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$4,908.57 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.07%
-$5,900.6 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.07%
-$691.85 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$2,208.95 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.06%
-$423.64 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$117.82 
DGCB Dimensional Global Credit Fund
-0.06%
-$9,490.44 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$2,222.63 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.05%
-$925.4 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$641.84 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$2,438.2 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.02%
-$93.71 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$1,629.45 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$19.96 Events
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Dividends
Dividend Analysis
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| Trades 1519 | Longs Won 1050/1519 69% | Profit Factor 13.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,498 |
| Average Win $141,009.19 | Best Trade (Jul 15) $4.94M | Sharpe Ratio -10.36 |
| Average Loss -$24,184.14 | Worst Trade (Jul 16) -$857,936.03 | Z-Score 16.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 4d | Expectancy $90,004.8 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
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