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:
39.15%
Gain -0.22%
Monthly
1.67%
Yearly
21.94%
Drawdown
18.85%
$177.44M
Equity
Holdings
$177.44M
Investment
$138.44M
$39.07M
Profit -$273,557.64
Realized
$69,019.61
Unrealized
$39M
Dividends
$2.97M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$273,557.64
Win %
77%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$273,557.64
Win %
77%
This Month
Compared to last month
Gain
2.4%
Profit
$4.15M
Win %
77%
This Year
Compared to last year
Gain
3.05%
Profit
$5.26M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$480,152.51 
DXCM DexCom, Inc.
+11.95%
+$59,919.75 
ETN Eaton Corporation plc
+7.32%
+$88,865.09 
GOOG Alphabet Inc
+6.88%
+$217,388.08 
GOOGL Alphabet Inc
+6.73%
+$140,482.44 
TT Trane Technologies plc
+3.33%
+$39,931.77 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$15,618.45 
META Meta Platforms Inc Class A
+3.28%
+$29,313.43 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$5,978.4 
MSFT Microsoft Corp.
+3.02%
+$214,896.2 
NVDA NVIDIA Corporation
+2.93%
+$13,435.65 
MRVL Marvell Technology, Inc.
+2.32%
+$2,871.24 
BP BP p.l.c. Sponsored ADR
+2.26%
+$7,251 
HAL Halliburton Company
+1.93%
+$20,777.21 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,092.93 
CRM Salesforce Inc
+1.83%
+$10,850.16 
HWM Howmet Aerospace Inc.
+1.8%
+$5,527.81 
FANG Diamondback Energy Inc
+1.59%
+$6,671.64 
VZ Verizon Communications Inc.
+1.52%
+$5,280.8 
LMT Lockheed Martin Corporation
+1.5%
+$21,808.01 
GE General Electric Company
+1.42%
+$5,628.57 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$8,523.59 
CGUS Capital Group Core Equity ETF
+1.29%
+$99,057.45 
MSI Motorola Solutions, Inc.
+1.14%
+$10,298.75 
VOX Vanguard Communication Services ETF
+1.12%
+$2,418.03 
UNP Union Pacific Corporation
+0.92%
+$5,321.33 
IBM International Business Machines Corporation
+0.86%
+$13,304.92 
GEV GE Vernova Inc.
+0.85%
+$9,490.02 
MCD McDonald's Corporation
+0.82%
+$2,147.21 
TSLA Tesla, Inc.
+0.76%
+$2,513.38 
MPC Marathon Petroleum Corporation
+0.76%
+$20,938.9 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,313.11 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,299.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,831.31 
VOO Vanguard S&P 500 ETF
+0.71%
+$140,498.9 
CAT Caterpillar Inc.
+0.7%
+$6,117.92 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$65,570.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,846.72 
CGGR Capital Group Growth ETF
+0.65%
+$7,365.13 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,487.28 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,991.36 
CGDV Capital Group Dividend Value ETF
+0.63%
+$38,968.55 
RJF Raymond James Financial Inc.
+0.58%
+$1,801.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$18,965.44 
STX Seagate Technology Holdings plc
+0.52%
+$1,272.7 
GM General Motors Company
+0.52%
+$3,767.86 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,084.59 
IWD iShares Russell 1000 Value ETF
+0.44%
+$947.94 
PFE Pfizer Inc.
+0.4%
+$1,697.5 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$1,223.1 
AVGO Broadcom Inc.
+0.37%
+$3,936.96 
PG Procter & Gamble Co
+0.37%
+$1,537 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,153.38 
MRK Merck & Co., Inc.
+0.32%
+$2,558.87 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,817.14 
JPM JPMorgan Chase & Co.
+0.27%
+$10,695.32 
VT Vanguard Total World Stock ETF
+0.26%
+$697 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$244.52 
WCC Wesco International Inc.
+0.24%
+$2,294.3 
CME CME Group Inc.
+0.21%
+$1,206.71 
JNJ Johnson & Johnson
+0.21%
+$1,429.94 
ADI Analog Devices, Inc.
+0.2%
+$2,265.11 
T AT&T Inc.
+0.17%
+$1,342.96 
CB Chubb Limited
+0.15%
+$842.17 
EA Electronic Arts Inc.
+0.13%
+$278.1 
NUE Nucor Corporation
+0.1%
+$288 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,477.8 
WMT Walmart Inc.
+0.09%
+$2,427.25 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$171.72 
DIS The Walt Disney Company
+0.03%
+$66.84 
AAPL Apple Inc.
-7.35%
-$995,095.16 
NXPI NXP Semiconductors N.V.
-6.53%
-$27,904 
MU Micron Technology, Inc.
-5.9%
-$117,406.49 
CTMX CytomX Therapeutics Inc.
-5.49%
-$18,405.72 
IBIT iShares Bitcoin Trust
-2.89%
-$6,676.94 
QCOM QUALCOMM Incorporated
-2.63%
-$5,813.44 
ABBV AbbVie Inc.
-2.51%
-$16,815.53 
BA Boeing Company
-2.15%
-$5,550.15 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,470.58 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,458.98 
UNH UnitedHealth Group Incorporated
-1.68%
-$14,132.95 
DRI Darden Restaurants, Inc.
-1.64%
-$6,003.69 
LRCX Lam Research Corporation
-1.58%
-$6,001.91 
F Ford Motor Company
-1.21%
-$4,735.26 
TJX The TJX Companies, Inc.
-1.21%
-$7,768.28 
SHW The Sherwin-Williams Company
-1.16%
-$4,556.57 
NEE NextEra Energy, Inc.
-1.15%
-$3,212.81 
DE Deere & Company
-1.13%
-$3,060 
INTC Intel Corporation
-1.02%
-$2,982.51 
EW Edwards Lifesciences Corporation
-0.98%
-$3,368.55 
XOM Exxon Mobil Corporation
-0.97%
-$23,378.4 
PGR Progressive Corporation
-0.87%
-$2,165.04 
O Realty Income Corporation
-0.87%
-$2,054.08 
GILD Gilead Sciences Inc.
-0.81%
-$2,096.11 
HUM Humana Inc.
-0.76%
-$1,444.81 
GGG Graco Inc.
-0.76%
-$2,700.47 
CVS CVS Health Corporation
-0.75%
-$3,423.86 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$7,118.05 
CGCB Capital Group Core Bond ETF
-0.66%
-$4,261.9 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$17,865 
LLY Eli Lilly and Company
-0.53%
-$7,515.38 
ALL Allstate Corporation
-0.49%
-$2,925.03 
DFIV Dimensional International Value ETF
-0.47%
-$1,138.59 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,000.36 
HD The Home Depot, Inc.
-0.42%
-$3,714.13 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
-0.4%
-$3,432.37 
FDX FedEx Corporation
-0.37%
-$772.8 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,106.63 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$3,205.68 
COST Costco Wholesale Corporation
-0.24%
-$782.03 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$3,541.41 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$789.26 
VB Vanguard Small-Cap ETF
-0.22%
-$2,007 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$27,397.82 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$1,740.48 
RGS Regis Corporation
-0.18%
-$1,549.35 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,500 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$332.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$257.04 
AKRE Akre Focus ETF
-0.09%
-$273.35 
CGCV Capital Group Conservative Equity ETF
-0.06%
-$313.06 
CGBL Capital Group Core Balanced ETF
-0.05%
-$130.62 
VO Vanguard Mid-Cap ETF
-0.05%
-$325.32 
V Visa Inc. Class A
-0.04%
-$623.8 
CGIE Capital Group International Equity ETF
-0.03%
-$153.17 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$67.66 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$55.42 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$135.88 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 562/772 72% | Profit Factor 14.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,696.89 |
| Average Win $74,595.49 | Best Trade (Aug 14) $3.25M | Sharpe Ratio -13.27 |
| Average Loss -$13,582.08 | Worst Trade (Mar 30) -$532,539.18 | Z-Score 17.9 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $50,609.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,583 | $9.98M | $12.54M | - | $2.55M | 25.56% | -7.354% |
| ABBV AbbVie Inc. | 2,599 | $464,192.39 | $652,193.06 | - | $188,000.67 | 40.5% | -2.513% |
| ADI Analog Devices, Inc. | 3,061 | $659,486.71 | $1.12M | - | $465,155.3 | 70.53% | +0.202% |
| AKRE Akre Focus ETF | 5,467 | $358,143 | $314,297.83 | - | -$43,845.17 | -12.24% | -0.087% |
| ALL Allstate Corporation | 2,250 | $434,891.09 | $594,179.97 | - | $159,288.88 | 36.63% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 2,973 | $411,657.64 | $1.42M | - | $1M | 243.88% | -1.904% |
| AMZN Amazon.com Inc | 13,308 | $2.93M | $3.61M | - | $681,569.76 | 23.24% | +15.321% |
| APD Air Products and Chemicals, Inc. | 2,158 | $626,297.71 | $636,372.64 | - | $10,074.93 | 1.61% | -1.769% |
| AVGO Broadcom Inc. | 2,734 | $641,059.93 | $1.06M | - | $423,231.59 | 66.02% | +0.371% |
| BA Boeing Company | 1,166 | $206,316.01 | $252,019.24 | - | $45,703.23 | 22.15% | -2.155% |
| BP BP p.l.c. Sponsored ADR | 7,251 | $246,054.87 | $327,890.22 | - | $81,835.35 | 33.26% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 2,233 | $1.01M | $1.14M | - | $130,094.96 | 12.85% | +0.365% |
| CAT Caterpillar Inc. | 1,079 | $393,830.13 | $879,179.99 | - | $485,349.86 | 123.24% | +0.701% |
| CB Chubb Limited | 1,589 | $461,433.48 | $557,230.5 | - | $95,797.02 | 20.76% | +0.151% |
| CGBL Capital Group Core Balanced ETF | 6,531 | $247,921 | $243,149.13 | - | -$4,771.87 | -1.92% | -0.054% |
| CGCB Capital Group Core Bond ETF | 25,070 | $657,452.3 | $645,552.5 | - | -$11,899.8 | -1.81% | -0.656% |
| CGCP Capital Group Core Plus Income ETF | 47,454 | $1.07M | $1.04M | - | -$29,656.86 | -2.77% | -0.68% |
| CGCV Capital Group Conservative Equity ETF | 15,653 | $492,124.85 | $518,270.83 | - | $26,145.98 | 5.31% | -0.06% |
| CGDG Capital Group Dividend Growers ETF | 39,349 | $1.29M | $1.51M | - | $215,807.55 | 16.69% | -0.234% |
| CGDV Capital Group Dividend Value ETF | 125,705 | $4.75M | $6.23M | - | $1.48M | 31.13% | +0.63% |
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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 - $254,212.53, Vanguard S&P 500 Value ETF - $236,324.42, Capital Group International Focus Equity ETF - $195,529.58, Marathon Petroleum Corporation - $172,273.26, and Nucor Corporation - $171,800.36. 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 $2.97M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $254,212.53, Vanguard S&P 500 Value ETF - $235,562.33, Capital Group International Focus Equity ETF - $187,875.1, JPMorgan Chase & Co - $103,603.05, and Exxon Mobil Corporation - $88,402.96. 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.
