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:
64.83%
Gain -0.35%
Monthly
1.5%
Yearly
19.6%
Drawdown
21.78%
$823.77M
Equity
Holdings
$823.77M
Investment
$712.2M
$133.79M
Profit -$1.38M
Realized
$22.22M
Unrealized
$111.57M
Dividends
$26.8M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$1.38M
Win %
66%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$4.28M
Win %
66%
This Month
Compared to last month
Gain
0.89%
Profit
$7.22M
Win %
66%
This Year
Compared to last year
Gain
-0.78%
Profit
-$6.37M
Win %
68%
HONA Honeywell Aerospace Inc.
+3.73%
+$17,257.06 
BTI British American Tobacco p.l.c. ADR
+2.59%
+$13,029 
TTE TotalEnergies SE
+2.49%
+$9,046.4 
USB U.S. Bancorp
+2.4%
+$9,676.56 
CMCSA Comcast Corp
+2.32%
+$4,440.47 
RTX RTX Corporation
+2.31%
+$18,429.12 
NOC Northrop Grumman Corporation
+2.29%
+$18,219.42 
PM Philip Morris International Inc.
+2.19%
+$47,212.13 
VISN Vistance Networks, Inc.
+2.12%
+$64,939.87 
C Citigroup Inc.
+2.1%
+$4,278.68 
PNC The PNC Financial Services Group, Inc.
+2.07%
+$7,133.35 
CNQ Canadian Natural Resources Limited
+1.98%
+$5,406.47 
JPM JPMorgan Chase & Co.
+1.9%
+$68,884.2 
AEP American Electric Power Company, Inc.
+1.9%
+$4,745.96 
RCL Royal Caribbean Group
+1.86%
+$16,416.87 
COP ConocoPhillips
+1.75%
+$34,204.5 
EOG EOG Resources, Inc.
+1.73%
+$5,058.24 
SO The Southern Company
+1.72%
+$5,004.63 
DUK Duke Energy Corporation
+1.71%
+$21,024.71 
MDLZ Mondelez International, Inc.
+1.7%
+$11,275.67 
TFC Truist Financial Corporation
+1.7%
+$6,748.97 
OKE ONEOK, Inc.
+1.69%
+$4,609.89 
KO The Coca-Cola Company
+1.68%
+$26,899.99 
COF Capital One Financial Corporation
+1.65%
+$6,122.69 
GE General Electric Company
+1.62%
+$27,743.98 
WFC Wells Fargo & Company
+1.61%
+$6,342.59 
PGR Progressive Corporation
+1.57%
+$5,577.6 
PSA Public Storage Common Stock
+1.57%
+$3,861.43 
ATO Atmos Energy Corporation
+1.56%
+$4,912.64 
HLT Hilton Worldwide Holdings Inc.
+1.54%
+$5,300.28 
OVBC Ohio Valley Banc Corp
+1.52%
+$12,635 
HD The Home Depot, Inc.
+1.51%
+$6,071.01 
EPD Enterprise Products Partners L.P.
+1.39%
+$6,797.34 
JNJ Johnson & Johnson
+1.39%
+$13,393.6 
PG Procter & Gamble Co
+1.38%
+$20,829.45 
BLK BlackRock, Inc.
+1.34%
+$4,785.89 
SRE Sempra
+1.34%
+$4,462.7 
LOW Lowe's Companies Inc.
+1.3%
+$16,845.3 
ARMK Aramark
+1.3%
+$2,651.22 
HEI.A Heico Corporation
+1.27%
+$6,095.99 
LIN Linde plc
+1.21%
+$12,264.98 
COST Costco Wholesale Corporation
+1.16%
+$29,499.89 
TDG TransDigm Group Inc.
+1.11%
+$4,431.38 
OR OR ROYALTIES INC COMMON STOCK
+1.11%
+$2,474.94 
AJG Arthur J. Gallagher & Co.
+1.11%
+$4,310.1 
MRK Merck & Co., Inc.
+1.06%
+$2,510.2 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$3,877.14 
DRI Darden Restaurants, Inc.
+1.03%
+$2,893 
HBAN Huntington Bancshares Incorporated
+1.01%
+$3,041.87 
HWM Howmet Aerospace Inc.
+1.01%
+$1,666.34 
TXN Texas Instruments Inc
+0.99%
+$2,091.35 
AAPL Apple Inc.
+0.93%
+$77,186.33 
DFIC Dimensional International Core Equity Market ETF
+0.9%
+$180,382.58 
CB Chubb Limited
+0.9%
+$14,623.16 
PSX Phillips 66
+0.9%
+$23,204.91 
DFSI Dimensional International Sustainability Core 1 ETF
+0.89%
+$2,126.4 
LLY Eli Lilly and Company
+0.88%
+$51,686.63 
TRV The Travelers Companies, Inc.
+0.87%
+$16,218.67 
KDP Keurig Dr Pepper Inc.
+0.86%
+$2,267.37 
BAC Bank of America Corporation
+0.86%
+$7,906.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.85%
+$4,129.05 
VNQ Vanguard Real Estate ETF
+0.83%
+$133,070.68 
XLF Financial Select Sector SPDR Fund
+0.81%
+$1,874.25 
PSR Invesco Active U.S. Real Estate Fund
+0.8%
+$5,618.39 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$6,583.83 
V Visa Inc. Class A
+0.79%
+$13,660.68 
WMT Walmart Inc.
+0.76%
+$12,121.2 
DISV Dimensional International Small Cap Equity Fund
+0.74%
+$17,936.73 
DIHP Dimensional International High Profitability Portfolio
+0.7%
+$16,359.6 
DFGR Dimensional Global Real Estate ETF
+0.69%
+$7,600.57 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$7,255.04 
SDY SPDR S&P Dividend ETF
+0.66%
+$22,911.85 
IEFA iShares Core MSCI EAFE ETF
+0.64%
+$16,786.5 
APD Air Products and Chemicals, Inc.
+0.64%
+$2,283.79 
MS Morgan Stanley
+0.57%
+$2,173.48 
SCHF Schwab International Equity ETF
+0.56%
+$40,630.95 
WELL Welltower Inc.
+0.55%
+$5,817.5 
SYK Stryker Corporation
+0.54%
+$6,085.8 
AMGN Amgen Inc.
+0.51%
+$4,100.34 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$48,581.84 
FDVV Fidelity High Dividend ETF
+0.49%
+$96,352.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$2,301.09 
MGV Vanguard Mega Cap Value ETF
+0.47%
+$1,892.55 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$5,476.05 
KKR KKR & Co. Inc.
+0.39%
+$989.4 
MA Mastercard Incorporated
+0.39%
+$4,249.4 
BA Boeing Company
+0.37%
+$906.5 
CVS CVS Health Corporation
+0.36%
+$1,658.91 
DFSV Dimensional US Small Cap Value ETF
+0.35%
+$28,147.1 
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$1,570.36 
MCD McDonald's Corporation
+0.34%
+$3,959.57 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.34%
+$22,940.72 
ABBV AbbVie Inc.
+0.31%
+$3,677.52 
EFG iShares MSCI EAFE Growth ETF
+0.3%
+$704.82 
CAT Caterpillar Inc.
+0.3%
+$6,939.69 
VIG Vanguard Dividend Appreciation ETF
+0.25%
+$640.2 
VOOV Vanguard S&P 500 Value ETF
+0.24%
+$735.35 
NVDA NVIDIA Corporation
+0.21%
+$15,548.92 
GEV GE Vernova Inc.
+0.18%
+$1,751 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.14%
+$10,625.86 
DGCB Dimensional Global Credit Fund
+0.13%
+$22,480.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$477.9 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$6,528.86 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.1%
+$2,114.1 
DFCF Dimensional Core Fixed Income ETF
+0.1%
+$8,451.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$8,025.6 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$1,145.37 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.09%
+$432.16 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$18,333.44 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$8,500.53 
CGCP Capital Group Core Plus Income ETF
+0.07%
+$7,791.1 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.07%
+$1,296.23 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$139.65 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$5,886.21 
CGCB Capital Group Core Bond ETF
+0.06%
+$669.52 
BKLN Invesco Senior Loan ETF
+0.05%
+$648.73 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.05%
+$3,964.94 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.04%
+$185.46 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$1,120.45 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$135.55 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$1,611.84 
ARCC Ares Capital Corporation
+0.03%
+$821.04 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$1,274.38 
LJUL Innovator Premium Income 15 Barrier ETF - July
+0.02%
+$605.53 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$346.48 
PAYX Paychex Inc.
+0.02%
+$73.18 
NLY Annaly Capital Management, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USAS Americas Gold and Silver Corporation
0%
$0 
WCN Waste Connections Inc.
0%
+$0.02 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MTA
MTA
0%
$0 
PANW Palo Alto Networks, Inc.
-7.26%
-$22,188.37 
PLTR Palantir Technologies Inc.
-5.74%
-$23,250.2 
INTC Intel Corporation
-4%
-$8,709.6 
CORT Corcept Therapeutics Incorporated
-3.64%
-$20,650 
MU Micron Technology, Inc.
-3.39%
-$57,827.98 
BAI iShares A.I. Innovation and Tech Active ETF
-3.19%
-$7,639.68 
CRM Salesforce Inc
-3.03%
-$60,465.36 
AMAT Applied Materials, Inc.
-2.96%
-$7,219.29 
KLAC KLA Corporation
-2.86%
-$44,046.82 
DXYZ Destiny Tech100 Inc.
-2.83%
-$47,560 
GLW Corning Incorporated
-2.75%
-$3,181.34 
AVGO Broadcom Inc.
-2.55%
-$153,077.68 
NFLX Netflix, Inc.
-2.38%
-$29,086.95 
META Meta Platforms Inc Class A
-2.14%
-$56,164.39 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$26,527.05 
MTUM iShares MSCI USA Momentum Factor ETF
-1.75%
-$4,142.23 
CSCO Cisco Systems, Inc.
-1.72%
-$9,374.4 
VGT Vanguard Information Technology ETF
-1.7%
-$26,678.08 
MSFT Microsoft Corp.
-1.53%
-$145,810.8 
ETN Eaton Corporation plc
-1.52%
-$4,886.11 
SPCX Space Exploration Technologies Corp. Class A
-1.51%
-$27,294.4 
DE Deere & Company
-1.5%
-$11,052.89 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$128,589.91 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$41,819.19 
GOOGL Alphabet Inc
-1.33%
-$49,021.6 
APH Amphenol Corporation
-1.31%
-$10,545.92 
CGGR Capital Group Growth ETF
-1.24%
-$524,898.22 
LRGE ClearBridge Large Cap Growth ESG ETF
-1.22%
-$57,509.79 
GOOG Alphabet Inc
-1.2%
-$45,154.98 
ATEC Alphatec Holdings Inc.
-1.19%
-$2,600 
MGK Vanguard Mega Cap Growth ETF
-1.17%
-$9,351.72 
UNH UnitedHealth Group Incorporated
-1.16%
-$10,825 
IBM International Business Machines Corporation
-1.15%
-$9,170.96 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.09%
-$11,873.39 
ATI ATI Inc.
-1.07%
-$2,172.1 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$4,070.28 
DFEV Dimensional Emerging Markets Value ETF
-1%
-$11,183.42 
SHOP Shopify Inc.
-0.97%
-$8,739.32 
DFAE Dimensional Emerging Core Equity Market ETF
-0.96%
-$54,862.06 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$26,206.03 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.91%
-$31,681.3 
TSLA Tesla, Inc.
-0.89%
-$79,836.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.88%
-$4,777.5 
GILD Gilead Sciences Inc.
-0.86%
-$4,604.29 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.84%
-$2,986.8 
UNP Union Pacific Corporation
-0.72%
-$2,889.11 
VB Vanguard Small-Cap ETF
-0.69%
-$318,520.62 
WMS Advanced Drainage Systems, Inc.
-0.65%
-$7,868.49 
DHR Danaher Corporation
-0.64%
-$3,957.52 
CGGO Capital Group Global Growth Equity ETF
-0.59%
-$63,900.68 
AZN AstraZeneca PLC American Depositary Shares
-0.55%
-$3,433.43 
AMZN Amazon.com Inc
-0.47%
-$24,514.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$94,070.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.42%
-$1,885.29 
IJH iShares Core S&P Mid-Cap ETF
-0.4%
-$115,121.59 
VOO Vanguard S&P 500 ETF
-0.39%
-$3,508.35 
VTHR Vanguard Russell 3000 ETF
-0.39%
-$1,177.69 
IVV iShares Core S&P 500 ETF
-0.37%
-$28,223.66 
CSX CSX Corporation
-0.37%
-$9,307.98 
CGUS Capital Group Core Equity ETF
-0.37%
-$98,630.4 
VONE Vanguard Russell 1000 ETF
-0.36%
-$1,748.88 
VT Vanguard Total World Stock ETF
-0.31%
-$65,775.15 
ABT Abbott Laboratories
-0.27%
-$1,703.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.27%
-$87,575.04 
CGDV Capital Group Dividend Value ETF
-0.26%
-$120,160.69 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$1,389.24 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.26%
-$1,381.98 
CEG Constellation Energy Corporation
-0.25%
-$2,111.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.24%
-$1,383.15 
ACWI iShares MSCI ACWI ETF
-0.22%
-$1,196.3 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.21%
-$18,243 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.18%
-$15,408.72 
DUHP Dimensional US High Profitability ETF
-0.18%
-$14,089.12 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.15%
-$16,267.4 
CGBL Capital Group Core Balanced ETF
-0.14%
-$6,881.5 
FTNY Franklin New York Municipal Income ETF
-0.13%
-$466.72 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.12%
-$940.27 
YUM Yum! Brands, Inc.
-0.1%
-$267.15 
VTWV Vanguard Russell 2000 Value Index Fund
-0.1%
-$222.84 
PBFR PGIM Laddered Fixed Income Fund ETF
-0.1%
-$10,103.73 
AME Ametek Inc.
-0.09%
-$211.6 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.09%
-$1,067.06 
IAU iShares Gold Trust
-0.08%
-$801.06 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.07%
-$368.37 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.07%
-$1,294.53 
DFSU Dimensional US Sustainability Core 1 ETF
-0.06%
-$593.32 
CGMU Capital Group Municipal Income ETF
-0.06%
-$1,010.07 
SBUX Starbucks Corporation
-0.04%
-$143 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$211.05 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.04%
-$775.24 
GLD SPDR Gold Shares
-0.04%
-$88.61 
GLDM SPDR Gold MiniShares Trust
-0.04%
-$4,090.83 
MMM 3M Company
-0.02%
-$63.36 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.02%
-$52.45 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$1,673.17 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.02%
-$1,706.56 
LJAN Innovative Premium Income Fund
-0.02%
-$590.01 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1736 | Longs Won 1154/1736 66% | Profit Factor 8.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $353,616.55 |
| Average Win $130,664.57 | Best Trade (Oct 15) $5.13M | Sharpe Ratio -11.52 |
| Average Loss -$29,198.05 | Worst Trade (Oct 16) -$1.24M | Z-Score 5.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $77,070.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,349 | $4.82M | $8.4M | - | $3.59M | 74.54% | +0.927% |
| ABBV AbbVie Inc. | 4,132 | $810,308.72 | $1.17M | - | $364,377.56 | 44.97% | +0.314% |
| ABT Abbott Laboratories | 6,085 | $668,898.24 | $635,274 | - | -$33,624.24 | -5.03% | -0.267% |
| ACWI iShares MSCI ACWI ETF | 3,418 | $368,865.91 | $543,051.84 | - | $174,185.93 | 47.22% | -0.22% |
| AEP American Electric Power Company, Inc. | 2,011 | $233,361.85 | $254,693.15 | - | $21,331.3 | 9.14% | +1.899% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 23,091 | $583,748.48 | $579,124.59 | - | -$4,623.89 | -0.79% | -0.238% |
| AJG Arthur J. Gallagher & Co. | 1,556 | $465,445.51 | $393,465.72 | - | -$71,979.79 | -15.46% | +1.108% |
| AMAT Applied Materials, Inc. | 568 | $410,700 | $237,026.4 | - | -$173,673.6 | -42.29% | -2.956% |
| AME Ametek Inc. | 920 | $222,585 | $228,426.8 | - | $5,841.8 | 2.62% | -0.093% |
| AMGN Amgen Inc. | 1,847 | $570,700.85 | $805,753.75 | - | $235,052.9 | 41.19% | +0.511% |
| AMZN Amazon.com Inc | 20,601 | $4.5M | $5.22M | - | $725,529.44 | 16.13% | -0.467% |
| APD Air Products and Chemicals, Inc. | 1,202 | $349,169.36 | $358,797 | - | $9,627.64 | 2.76% | +0.641% |
| APH Amphenol Corporation | 9,856 | $351,888.19 | $792,619.52 | - | $440,731.33 | 125.25% | -1.313% |
| ARCC Ares Capital Corporation | 164,209 | $3.12M | $3.11M | - | -$8,450.54 | -0.27% | +0.026% |
| ARMK Aramark | 3,708 | $210,985 | $206,739.54 | - | -$4,245.46 | -2.01% | +1.299% |
| ASML ASML Holding N.V. New York Registry Shares | 800 | $806,155.42 | $1.33M | - | $525,272.58 | 65.16% | +0.413% |
| ATEC Alphatec Holdings Inc. | 20,000 | $217,600 | $216,000 | - | -$1,600 | -0.74% | -1.189% |
| ATI ATI Inc. | 1,070 | $210,897 | $200,389.6 | - | -$10,507.4 | -4.98% | -1.072% |
| ATO Atmos Energy Corporation | 1,919 | $306,194.85 | $319,532.69 | - | $13,337.84 | 4.36% | +1.561% |
| AVGO Broadcom Inc. | 17,415 | $2.87M | $5.84M | - | $2.98M | 103.89% | -2.553% |
No 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
FAQ
Which stocks have generated the highest profits for Ralph Antolino, Jr?
The largest contributions to the portfolio's profits come from the following stocks: Vistance Networks, Inc - $5.09M, Dimensional Emerging Core Equity Market ETF - $2.13M, Schwab U.S. Large-Cap ETF - $1.87M, Tesla, Inc - $1.79M, and Vanguard Total World Stock ETF - $1.79M. 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: FS KKR Capital Corp - $579,484.74, UnitedHealth Group Incorporated - $376,612.38, Intel Corporation - $287,353.55, Summit Financial Group Inc - $204,561.78, and Novo Nordisk A/S Sponsored ADR - $175,408.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ralph Antolino, Jr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.8M earned over time. The largest contributors to dividend income include Vistance Networks, Inc - $2.6M, Capital Group Core Plus Income ETF - $1.79M, Vanguard Short-Term Corporate Bond ETF - $1.1M, Vanguard Small-Cap ETF - $1.02M, and Invesco BulletShares 2027 Corporate Bond ETF - $999,085.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ralph Antolino, Jr's monthly returns?
Ralph Antolino, Jr's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ralph Antolino, Jr's strategy be considered aggressive or moderate?
Ralph Antolino, Jr's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ralph Antolino, Jr's strategy?
Ralph Antolino, Jr's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
