RH
Richard Harris Portfolio
Invests via Aspire Growth Partners LLC | Managed by Richard Harris
Invests via Aspire Growth Partners LLC
Managed by Richard Harris
Automatically Tracked
Veteran investor with experience across buyouts, growth equity and operational turnarounds, focusing on technology and healthcare sectors. Richard Harris brings senior leadership in deal sourcing, portfolio company governance and capital markets engagement, often leading value-creation programs and follow-on financings. Active on corporate boards, known for driving strategic repositioning and exit preparation. Relevant to LPs and advisors evaluating mid-market private equity allocations and management teams.
Veteran investor with experience across buyouts, growth equity and operational turnarounds, focusing on technology and healthcare sectors. Richard Harris brings senior leadership in deal sourcing, portfolio company governance and capital markets engagement, often leading value-creation programs and follow-on financings. Active on corporate boards, known for driving strategic repositioning and exit preparation. Relevant to LPs and advisors evaluating mid-market private equity allocations and management teams.
Investment Philosophy & Strategy
Combines buyout rigor with growth-equity flexibility, prioritizing control or influential minority positions in mid-market technology and healthcare companies where operational improvements unlock value. Emphasizes thesis-driven deal sourcing, hands-on governance, and staged capital deployment tied to measurable KPIs. Favors repeatable value-creation playbooks—product strategy, commercial scale-up, and margin expansion—while maintaining disciplined exit timing through active board oversight and capital markets readiness to optimize IRR and downside protection.
Combines buyout rigor with growth-equity flexibility, prioritizing control or influential minority positions in mid-market technology and healthcare companies where operational improvements unlock value. Emphasizes thesis-driven deal sourcing, hands-on governance, and staged capital deployment tied to measurable KPIs. Favors repeatable value-creation playbooks—product strategy, commercial scale-up, and margin expansion—while maintaining disciplined exit timing through active board oversight and capital markets readiness to optimize IRR and downside protection.
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:
42.31%
Gain +0.22%
Monthly
1.65%
Yearly
21.77%
Drawdown
18.85%
$180.45M
Equity
Holdings
$180.45M
Investment
$138.44M
$42.07M
Profit +$299,939.76
Realized
$69,019.61
Unrealized
$42M
Dividends
$3.34M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$299,939.76
Win %
78%
This Week
Compared To Last Week
Gain
0.14%
Profit
$251,485.68
Win %
78%
This Month
Compared to last month
Gain
2.19%
Profit
$3.86M
Win %
78%
This Year
Compared to last year
Gain
4.79%
Profit
$8.26M
Win %
76%
NUE Nucor Corporation
+2.97%
+$8,703.36 
F Ford Motor Company
+2.64%
+$8,549.77 
GM General Motors Company
+2.29%
+$15,726.72 
LMT Lockheed Martin Corporation
+2.23%
+$30,046 
PNC The PNC Financial Services Group, Inc.
+2.2%
+$4,413.2 
JPM JPMorgan Chase & Co.
+2.1%
+$80,214.9 
GEV GE Vernova Inc.
+2.03%
+$21,435.34 
LHX L3Harris Technologies, Inc.
+1.85%
+$4,397.09 
GE General Electric Company
+1.81%
+$6,322.35 
HAL Halliburton Company
+1.76%
+$19,755.38 
TSLA Tesla, Inc.
+1.73%
+$6,688.2 
BP BP p.l.c. Sponsored ADR
+1.69%
+$5,945.82 
PGR Progressive Corporation
+1.46%
+$3,620.04 
ALL Allstate Corporation
+1.4%
+$7,559.98 
DRI Darden Restaurants, Inc.
+1.4%
+$5,321.85 
MRK Merck & Co., Inc.
+1.37%
+$12,388.39 
BA Boeing Company
+1.32%
+$2,915 
TJX The TJX Companies, Inc.
+1.3%
+$7,606.48 
MSI Motorola Solutions, Inc.
+1.27%
+$12,157.96 
RJF Raymond James Financial Inc.
+1.24%
+$3,478.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.23%
+$2,884.2 
SHW The Sherwin-Williams Company
+1.16%
+$4,476.63 
DFIV Dimensional International Value ETF
+1.14%
+$2,698.88 
JNJ Johnson & Johnson
+1.13%
+$7,743.26 
WMT Walmart Inc.
+1.06%
+$30,340 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$12,348.53 
IBM International Business Machines Corporation
+1.05%
+$17,066.7 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.01%
+$12,105.66 
FANG Diamondback Energy Inc
+1%
+$4,106.21 
PG Procter & Gamble Co
+0.98%
+$4,465.99 
LLY Eli Lilly and Company
+0.96%
+$14,718.13 
VZ Verizon Communications Inc.
+0.96%
+$3,206.2 
AKRE Akre Focus ETF
+0.94%
+$2,946.71 
HWM Howmet Aerospace Inc.
+0.93%
+$2,264.4 
NEE NextEra Energy, Inc.
+0.89%
+$2,226.7 
CGIE Capital Group International Equity ETF
+0.87%
+$4,824.85 
GGG Graco Inc.
+0.86%
+$3,098.9 
HD The Home Depot, Inc.
+0.86%
+$7,054.11 
DIS The Walt Disney Company
+0.77%
+$1,893.8 
CGDG Capital Group Dividend Growers ETF
+0.74%
+$11,017.72 
MGV Vanguard Mega Cap Value ETF
+0.72%
+$2,471.63 
APD Air Products and Chemicals, Inc.
+0.69%
+$4,402.3 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.68%
+$5,876.56 
COST Costco Wholesale Corporation
+0.66%
+$2,213.07 
IJR iShares Core S&P Small-Cap ETF
+0.66%
+$1,522.8 
DXCM DexCom, Inc.
+0.65%
+$3,833.25 
MPC Marathon Petroleum Corporation
+0.65%
+$27,071.4 
VOOV Vanguard S&P 500 Value ETF
+0.61%
+$81,608.8 
CAT Caterpillar Inc.
+0.61%
+$4,866.29 
MCD McDonald's Corporation
+0.61%
+$1,444.48 
UNP Union Pacific Corporation
+0.59%
+$3,408.05 
IWD iShares Russell 1000 Value ETF
+0.58%
+$1,263.92 
O Realty Income Corporation
+0.58%
+$1,173.76 
XOM Exxon Mobil Corporation
+0.56%
+$14,974.55 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.55%
+$1,468.63 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$4,824.26 
T AT&T Inc.
+0.55%
+$4,364.62 
CB Chubb Limited
+0.54%
+$3,034.97 
FDX FedEx Corporation
+0.53%
+$1,055.03 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$2,958.75 
REGN Regeneron Pharmaceuticals, Inc.
+0.51%
+$2,629.85 
AAPL Apple Inc.
+0.5%
+$68,991.1 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$1,092.42 
CGCV Capital Group Conservative Equity ETF
+0.44%
+$2,269.68 
EUSA iShares MSCI USA Equal Weighted ETF
+0.41%
+$3,936.8 
VO Vanguard Mid-Cap ETF
+0.4%
+$2,602.56 
TT Trane Technologies plc
+0.39%
+$4,817.97 
CME CME Group Inc.
+0.37%
+$2,286.38 
CRM Salesforce Inc
+0.34%
+$2,786.27 
PFE Pfizer Inc.
+0.32%
+$1,612.62 
V Visa Inc. Class A
+0.27%
+$4,812.48 
VB Vanguard Small-Cap ETF
+0.2%
+$1,733.37 
CGDV Capital Group Dividend Value ETF
+0.19%
+$12,055.11 
DE Deere & Company
+0.18%
+$519.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.17%
+$2,791.4 
JPC Nuveen Preferred & Income Opportunities Fund
+0.15%
+$122.26 
ABBV AbbVie Inc.
+0.14%
+$1,065.62 
ADI Analog Devices, Inc.
+0.13%
+$1,606.99 
VT Vanguard Total World Stock ETF
+0.1%
+$272 
TMO Thermo Fisher Scientific Inc.
+0.07%
+$188.32 
CGBL Capital Group Core Balanced ETF
+0.07%
+$163.28 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$447.74 
CVS CVS Health Corporation
+0.04%
+$173.36 
NXPI NXP Semiconductors N.V.
+0.04%
+$148.24 
VOO Vanguard S&P 500 ETF
+0.03%
+$5,782.09 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$273.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$680.41 
CGUS Capital Group Core Equity ETF
+0.01%
+$868.92 
EA Electronic Arts Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-4.42%
-$11,463.91 
STX Seagate Technology Holdings plc
-3.52%
-$6,958.38 
MRVL Marvell Technology, Inc.
-3.41%
-$5,540.48 
AMD Advanced Micro Devices, Inc.
-3.03%
-$50,600.46 
MU Micron Technology, Inc.
-3.01%
-$63,660.61 
HUM Humana Inc.
-2.78%
-$6,192.01 
UNH UnitedHealth Group Incorporated
-1.93%
-$15,652.19 
INTC Intel Corporation
-1.72%
-$5,259.48 
AVGO Broadcom Inc.
-1.6%
-$15,050.64 
LRCX Lam Research Corporation
-1.19%
-$4,201.32 
EW Edwards Lifesciences Corporation
-1.01%
-$3,527.06 
MTUM iShares MSCI USA Momentum Factor ETF
-0.9%
-$5,983.2 
CTMX CytomX Therapeutics Inc.
-0.83%
-$2,045.08 
WCC Wesco International Inc.
-0.81%
-$7,890.36 
QCOM QUALCOMM Incorporated
-0.74%
-$1,923.23 
QQQM Invesco NASDAQ 100 ETF
-0.71%
-$71,992.21 
IWF iShares Russell 1000 Growth ETF
-0.7%
-$2,261.13 
META Meta Platforms Inc Class A
-0.69%
-$8,472.33 
GOOGL Alphabet Inc
-0.64%
-$14,004.48 
IEMG iShares Core MSCI Emerging Markets ETF
-0.63%
-$8,220.47 
QQQ Invesco QQQ Trust, Series 1
-0.63%
-$10,817.96 
RGS Regis Corporation
-0.62%
-$5,627.24 
GOOG Alphabet Inc
-0.57%
-$18,691.4 
VOOG Vanguard S&P 500 Growth ETF
-0.56%
-$3,620.64 
IBIT iShares Bitcoin Trust
-0.49%
-$1,448.77 
AMZN Amazon.com Inc
-0.48%
-$16,368.71 
CGGR Capital Group Growth ETF
-0.41%
-$4,952.41 
QGRO American Century U.S. Quality Growth ETF
-0.41%
-$1,304.64 
MSFT Microsoft Corp.
-0.4%
-$34,317.15 
NVDA NVIDIA Corporation
-0.38%
-$1,952.99 
VOX Vanguard Communication Services ETF
-0.32%
-$751.87 
GILD Gilead Sciences Inc.
-0.3%
-$920.73 
ETN Eaton Corporation plc
-0.22%
-$2,825.13 
CGGO Capital Group Global Growth Equity ETF
-0.21%
-$686.88 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$711.81 
SCHX Schwab U.S. Large-Cap ETF
-0.07%
-$314.88 
CGXU Capital Group International Focus Equity ETF
-0.06%
-$1,985 
CGCB Capital Group Core Bond ETF
-0.06%
-$376.05 
IVV iShares Core S&P 500 ETF
-0.04%
-$194.58 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 568/772 73% | Profit Factor 15.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,287.48 |
| Average Win $79,135.77 | Best Trade (Oct 16) $3.42M | Sharpe Ratio -13.04 |
| Average Loss -$14,098.47 | Worst Trade (Mar 30) -$532,539.18 | Z-Score 18.65 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $54,498.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,583 | $9.98M | $13.95M | - | $3.96M | 39.7% | +0.497% |
| ABBV AbbVie Inc. | 2,599 | $464,192.39 | $737,622.19 | - | $273,429.8 | 58.9% | +0.145% |
| ADI Analog Devices, Inc. | 3,061 | $659,486.71 | $1.24M | - | $578,611.26 | 87.74% | +0.13% |
| AKRE Akre Focus ETF | 5,467 | $358,143 | $318,119.26 | - | -$40,023.74 | -11.18% | +0.935% |
| ALL Allstate Corporation | 2,250 | $434,891.09 | $546,660 | - | $111,768.91 | 25.7% | +1.402% |
| AMD Advanced Micro Devices, Inc. | 2,973 | $411,657.64 | $1.62M | - | $1.21M | 293.75% | -3.027% |
| AMZN Amazon.com Inc | 13,308 | $2.93M | $3.37M | - | $441,360.49 | 15.05% | -0.483% |
| APD Air Products and Chemicals, Inc. | 2,158 | $626,297.71 | $644,465.12 | - | $18,167.41 | 2.9% | +0.688% |
| AVGO Broadcom Inc. | 2,734 | $641,059.93 | $926,347.55 | - | $285,287.62 | 44.5% | -1.599% |
| BA Boeing Company | 1,166 | $206,316.01 | $222,974.18 | - | $16,658.17 | 8.07% | +1.325% |
| BP BP p.l.c. Sponsored ADR | 7,251 | $246,054.87 | $357,184.26 | - | $111,129.39 | 45.16% | +1.693% |
| BRK-B Berkshire Hathaway Inc. | 2,233 | $1.01M | $1.19M | - | $174,018.11 | 17.19% | +1.052% |
| CAT Caterpillar Inc. | 1,079 | $393,830.13 | $798,621.85 | - | $404,791.72 | 102.78% | +0.613% |
| CB Chubb Limited | 1,589 | $461,433.48 | $563,618.3 | - | $102,184.82 | 22.15% | +0.541% |
| CGBL Capital Group Core Balanced ETF | 6,531 | $247,921 | $242,398.06 | - | -$5,522.94 | -2.23% | +0.067% |
| CGCB Capital Group Core Bond ETF | 25,070 | $657,452.3 | $633,142.85 | - | -$24,309.45 | -3.7% | -0.059% |
| CGCP Capital Group Core Plus Income ETF | 47,454 | $1.07M | $1.02M | - | -$53,146.59 | -4.97% | -0.07% |
| CGCV Capital Group Conservative Equity ETF | 15,653 | $492,124.85 | $520,540.51 | - | $28,415.66 | 5.77% | +0.438% |
| CGDG Capital Group Dividend Growers ETF | 39,349 | $1.29M | $1.49M | - | $200,461.44 | 15.51% | +0.743% |
| CGDV Capital Group Dividend Value ETF | 125,705 | $4.75M | $6.22M | - | $1.47M | 30.99% | +0.194% |
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FAQ
Which stocks have generated the highest profits for Richard Harris?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $306,902.07, Vanguard S&P 500 Value ETF - $291,701.82, Capital Group International Focus Equity ETF - $195,529.58, Marathon Petroleum Corporation - $181,034.26, and Nucor Corporation - $172,445.48. 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: Fiserv, Inc - $715,965.68, Zoetis Inc - $210,013.63, Comcast Corp - $77,126.71, Best Buy Co., Inc - $64,144.93, and IQVIA Holdings Inc - $49,026.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Harris's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.34M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $306,902.07, Vanguard S&P 500 Value ETF - $290,939.73, Capital Group International Focus Equity ETF - $187,875.1, JPMorgan Chase & Co - $122,376.75, and Exxon Mobil Corporation - $104,141.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Harris's monthly returns?
Richard Harris's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Richard Harris's strategy be considered aggressive or moderate?
Richard Harris'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 Richard Harris's strategy?
Richard Harris'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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