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:
0.22%
Gain
Monthly
0.01%
Yearly
0.14%
Drawdown
26.65%
$164.82M
Equity
Holdings
$164.82M
Investment
$130.46M
$34.6M
Profit -$815,619.42
Realized
$231,586.53
Unrealized
$34.37M
Dividends
$2.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$815,619.42
Win %
77%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$425,974.97
Win %
77%
This Month
Compared to last month
Gain
0.47%
Profit
$770,440.54
Win %
77%
This Year
Compared to last year
Gain
13.11%
Profit
$19.1M
Win %
77%
ALL Allstate Corporation
+3.32%
+$18,903.14 
MRK Merck & Co., Inc.
+3.02%
+$24,225.36 
CB Chubb Limited
+2.92%
+$16,401.6 
GE General Electric Company
+2.81%
+$11,003.05 
HWM Howmet Aerospace Inc.
+2.06%
+$6,204.9 
JNJ Johnson & Johnson
+1.83%
+$12,530.91 
FANG Diamondback Energy Inc
+1.81%
+$7,317.45 
LMT Lockheed Martin Corporation
+1.71%
+$22,229.91 
GILD Gilead Sciences Inc.
+1.69%
+$4,483.55 
ABBV AbbVie Inc.
+1.57%
+$10,286.22 
APD Air Products and Chemicals, Inc.
+1.53%
+$10,107.55 
CVS CVS Health Corporation
+1.51%
+$7,513.87 
LHX L3Harris Technologies, Inc.
+1.51%
+$4,217.07 
T AT&T Inc.
+1.41%
+$10,637.65 
VZ Verizon Communications Inc.
+1.37%
+$5,383.8 
XOM Exxon Mobil Corporation
+1.32%
+$29,337.93 
MPC Marathon Petroleum Corporation
+1.27%
+$37,868.9 
CVX Chevron Corporation
+1.26%
+$2,732.95 
LLY Eli Lilly and Company
+1.17%
+$14,608.5 
MSI Motorola Solutions, Inc.
+1.11%
+$9,560.97 
O Realty Income Corporation
+1.1%
+$3,016 
REGN Regeneron Pharmaceuticals, Inc.
+1.08%
+$4,585.45 
WMT Walmart Inc.
+1.04%
+$28,865.81 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$11,444.12 
F Ford Motor Company
+1.02%
+$5,159.82 
BP BP p.l.c. Sponsored ADR
+0.99%
+$3,102.7 
UNP Union Pacific Corporation
+0.97%
+$6,418.22 
PFE Pfizer Inc.
+0.91%
+$4,044.4 
DE Deere & Company
+0.85%
+$2,298.88 
UNH UnitedHealth Group Incorporated
+0.79%
+$5,294.7 
JPM JPMorgan Chase & Co.
+0.78%
+$28,764.02 
BA Boeing Company
+0.72%
+$1,795.64 
NEE NextEra Energy, Inc.
+0.69%
+$1,955.09 
PG Procter & Gamble Co
+0.62%
+$2,707.2 
EA Electronic Arts Inc.
+0.57%
+$1,223.54 
BBY Best Buy Co., Inc.
+0.54%
+$1,588.49 
MGV Vanguard Mega Cap Value ETF
+0.37%
+$1,230.46 
NUE Nucor Corporation
+0.32%
+$1,460.25 
ZTS Zoetis Inc.
+0.31%
+$1,099.92 
ETN Eaton Corporation plc
+0.28%
+$3,508.65 
GEV GE Vernova Inc.
+0.23%
+$2,707.93 
HD The Home Depot, Inc.
+0.22%
+$2,095.08 
TJX The TJX Companies, Inc.
+0.22%
+$1,372.58 
CGCB Capital Group Core Bond ETF
+0.21%
+$763.01 
SHW The Sherwin-Williams Company
+0.21%
+$791.59 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.2%
+$1,754.4 
MU Micron Technology, Inc.
+0.17%
+$3,138.85 
DRI Darden Restaurants, Inc.
+0.16%
+$770.88 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$1,652.38 
CMCSA Comcast Corp
+0.14%
+$306.53 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$2,291.94 
VOOV Vanguard S&P 500 Value ETF
+0.14%
+$16,859.66 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$740.58 
COST Costco Wholesale Corporation
+0.02%
+$61.27 
CGDG Capital Group Dividend Growers ETF
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$40,001.32 
RGS Regis Corporation
-4.04%
-$39,268.14 
LRCX Lam Research Corporation
-2.96%
-$12,131.62 
AMD Advanced Micro Devices, Inc.
-2.93%
-$42,639.59 
NXPI NXP Semiconductors N.V.
-2.83%
-$13,274.78 
TSLA Tesla, Inc.
-2.78%
-$11,440.83 
IBM International Business Machines Corporation
-2.58%
-$40,749 
GOOGL Alphabet Inc
-2.54%
-$56,272.31 
GOOG Alphabet Inc
-2.48%
-$78,222.3 
MSFT Microsoft Corp.
-2.36%
-$142,092.7 
VOX Vanguard Communication Services ETF
-2.35%
-$5,431.55 
NVDA NVIDIA Corporation
-2.08%
-$9,977.65 
ADI Analog Devices, Inc.
-1.86%
-$21,376.35 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$22,784.19 
V Visa Inc. Class A
-1.83%
-$27,260.29 
CGGR Capital Group Growth ETF
-1.79%
-$20,678.62 
DXCM DexCom, Inc.
-1.77%
-$6,263.82 
IBIT iShares Bitcoin Trust
-1.75%
-$4,253.86 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$5,911.36 
CGXU Capital Group International Focus Equity ETF
-1.67%
-$54,699.68 
QQQM Invesco NASDAQ 100 ETF
-1.64%
-$142,255.71 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$27,279.98 
VOOG Vanguard S&P 500 Growth ETF
-1.52%
-$9,501.84 
AVGO Broadcom Inc.
-1.47%
-$14,838.97 
HCA HCA Healthcare Inc.
-1.42%
-$2,538.08 
DIS The Walt Disney Company
-1.23%
-$2,853.03 
AKRE Akre Focus ETF
-1.16%
-$3,609.31 
CGGO Capital Group Global Growth Equity ETF
-1%
-$3,231.1 
MTUM iShares MSCI USA Momentum Factor ETF
-0.99%
-$6,690 
CGUS Capital Group Core Equity ETF
-0.92%
-$66,142.88 
CGIE Capital Group International Equity ETF
-0.91%
-$5,225.55 
TT Trane Technologies plc
-0.87%
-$11,194.04 
VT Vanguard Total World Stock ETF
-0.84%
-$2,235.5 
IQV IQVIA Holdings Inc.
-0.84%
-$2,131.36 
CTMX CytomX Therapeutics Inc.
-0.82%
-$3,067.62 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$3,768.48 
IVV iShares Core S&P 500 ETF
-0.79%
-$3,312.92 
VOO Vanguard S&P 500 ETF
-0.78%
-$146,416.24 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$6,250.95 
CRM Salesforce Inc
-0.73%
-$4,179.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$26,154.77 
STE STERIS plc
-0.72%
-$3,356.8 
GM General Motors Company
-0.68%
-$4,776.89 
CGDV Capital Group Dividend Value ETF
-0.63%
-$36,616.58 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,320.88 
AMZN Amazon.com Inc
-0.44%
-$12,969.91 
GGG Graco Inc.
-0.41%
-$1,367.41 
JPC Nuveen Preferred & Income Opportunities Fund
-0.38%
-$382.68 
VB Vanguard Small-Cap ETF
-0.38%
-$3,347.04 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$804.77 
HAL Halliburton Company
-0.28%
-$3,446.2 
FDX FedEx Corporation
-0.27%
-$593.31 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$2,954.31 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.24%
-$653.4 
CME CME Group Inc.
-0.22%
-$1,294.15 
EUSA iShares MSCI USA Equal Weighted ETF
-0.2%
-$1,942.51 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$375.48 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$1,212.3 
CGCV Capital Group Conservative Equity ETF
-0.08%
-$179.4 
WCC Wesco International Inc.
-0.06%
-$586.95 
VO Vanguard Mid-Cap ETF
-0.06%
-$387 
AAPL Apple Inc.
-0.06%
-$7,670.68 
CAT Caterpillar Inc.
-0.05%
-$506.19 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$262.02 
RJF Raymond James Financial Inc.
-0.02%
-$48.87 
MCD McDonald's Corporation
-0.01%
-$41.04 Events
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Dividends
Dividend Analysis
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| Trades 652 | Longs Won 479/652 73% | Profit Factor 11.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,877.29 |
| Average Win $78,827.62 | Best Trade (Jul 17) $3.03M | Sharpe Ratio -14.85 |
| Average Loss -$18,264.59 | Worst Trade (Mar 30) -$532,539.18 | Z-Score 16.22 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $53,065.42 |
| 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 | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
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Returns
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Option values are updated at end of day.
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