BR
Brian Runkles Portfolio
Invests via Frederick Financial Consultants LLC | Managed by Brian Runkles, Chandru Ramachandran, Brian Williamson
Invests via Frederick Financial Consultants LLC
Managed by Brian Runkles, Chandru Ramachandran, Brian Williamson
Automatically Tracked
Veteran private equity and growth investor with a background in healthcare and technology deals, focused on value-oriented buyouts, growth equity and operational improvement. Brian Runkles is known for sourcing cross-border carve-outs, leading board-level strategy and driving EBITDA expansion through commercial scaling and cost discipline. Experience spans portfolio operational oversight, capital structuring and exits via strategic sales and IPOs, appealing to limited partners seeking active governance and sector specialization.
Veteran private equity and growth investor with a background in healthcare and technology deals, focused on value-oriented buyouts, growth equity and operational improvement. Brian Runkles is known for sourcing cross-border carve-outs, leading board-level strategy and driving EBITDA expansion through commercial scaling and cost discipline. Experience spans portfolio operational oversight, capital structuring and exits via strategic sales and IPOs, appealing to limited partners seeking active governance and sector specialization.
Investment Philosophy & Strategy
Focuses on value-oriented buyouts and growth equity in healthcare and technology, favoring cross-border carve-outs and complex corporate divestitures. Investment style emphasizes operational improvement and commercial scaling to drive EBITDA expansion, with active board governance and hands-on portfolio oversight. Capital allocation favors disciplined leverage and staged capital deployment, aligning incentives for exits via strategic sale or IPO. Strategy prioritizes sector specialization, margin expansion, and repeatable playbooks that de-risk mid-term value creation.
Focuses on value-oriented buyouts and growth equity in healthcare and technology, favoring cross-border carve-outs and complex corporate divestitures. Investment style emphasizes operational improvement and commercial scaling to drive EBITDA expansion, with active board governance and hands-on portfolio oversight. Capital allocation favors disciplined leverage and staged capital deployment, aligning incentives for exits via strategic sale or IPO. Strategy prioritizes sector specialization, margin expansion, and repeatable playbooks that de-risk mid-term value creation.
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:
0.47%
Gain
Monthly
0.03%
Yearly
0.3%
Drawdown
26.52%
$224.12M
Equity
Holdings
$224.12M
Investment
$182.13M
$42.57M
Profit -$1.05M
Realized
$585,047.99
Unrealized
$41.99M
Dividends
$3.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.05M
Win %
80%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.13M
Win %
80%
This Month
Compared to last month
Gain
-0.87%
Profit
-$1.96M
Win %
80%
This Year
Compared to last year
Gain
11.66%
Profit
$23.41M
Win %
78%
UTHR United Therapeutics Corporation
+2.73%
+$14,460 
JNJ Johnson & Johnson
+1.83%
+$15,569.96 
LMT Lockheed Martin Corporation
+1.71%
+$26,994.09 
ABBV AbbVie Inc.
+1.57%
+$10,238.34 
T AT&T Inc.
+1.41%
+$3,857.02 
XOM Exxon Mobil Corporation
+1.32%
+$8,785.36 
WFC Wells Fargo & Company
+1.32%
+$5,544.8 
CVX Chevron Corporation
+1.26%
+$2,473.11 
PM Philip Morris International Inc.
+1.25%
+$2,932.16 
WMT Walmart Inc.
+1.04%
+$2,557.73 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$3,013.5 
NSC Norfolk Southern Corporation
+1.03%
+$2,678.84 
RWR SPDR Dow Jones REIT ETF
+0.96%
+$120,706.87 
LDOS Leidos Holdings Inc.
+0.89%
+$1,433.03 
DE Deere & Company
+0.85%
+$5,207.04 
UNH UnitedHealth Group Incorporated
+0.79%
+$2,524.14 
JPM JPMorgan Chase & Co.
+0.78%
+$4,183.91 
TFC Truist Financial Corporation
+0.73%
+$2,356.38 
NEE NextEra Energy, Inc.
+0.69%
+$3,086.07 
FITE SPDR S&P Kensho Future Security ETF
+0.64%
+$102,849.07 
BAC Bank of America Corporation
+0.63%
+$2,867.67 
GLD SPDR Gold Shares
+0.55%
+$3,272.42 
GLDM SPDR Gold MiniShares Trust
+0.5%
+$5,982.27 
IDV iShares International Select Dividend ETF
+0.43%
+$2,475.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$1,694.6 
MUST Columbia Multi-Sector Municipal Income ETF
+0.24%
+$7,218.06 
HD The Home Depot, Inc.
+0.22%
+$603.72 
SHW The Sherwin-Williams Company
+0.21%
+$8,806.22 
IEI iShares 3-7 Year Treasury Bond ETF
+0.16%
+$422.91 
REVS Columbia Research Enhanced Value ETF
+0.15%
+$1,315 
USMV iShares MSCI USA Min Vol Factor ETF
+0.14%
+$329 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$950.59 
DOV Dover Corporation
+0.04%
+$144.41 
IWD iShares Russell 1000 Value ETF
+0.04%
+$613.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$266.1 
CEG Constellation Energy Corporation
+0.01%
+$20.6 
FSSL
0%
$0 
MKTN Federated Hermes MDT Market Neutral ETF
0%
$0 
NTRL First Trust Equity Market Neutral ETF
0%
$0 
QMAG
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$50,835.01 
TSLA Tesla, Inc.
-2.78%
-$46,436.97 
IBM International Business Machines Corporation
-2.58%
-$34,810.08 
GOOGL Alphabet Inc
-2.54%
-$41,017.82 
GOOG Alphabet Inc
-2.48%
-$46,305.77 
MSFT Microsoft Corp.
-2.36%
-$42,803 
KO The Coca-Cola Company
-2.29%
-$7,967.58 
NVDA NVIDIA Corporation
-2.08%
-$80,989.21 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$38,519.92 
IYW iShares U.S. Technology ETF
-1.9%
-$5,256.48 
V Visa Inc. Class A
-1.83%
-$6,803.4 
EEM iShares MSCI Emerging Markets ETF
-1.82%
-$7,551.18 
IWF iShares Russell 1000 Growth ETF
-1.68%
-$164,454.36 
VONG Vanguard Russell 1000 Growth Fund
-1.64%
-$97,159.08 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$35,846.77 
MA Mastercard Incorporated
-1.57%
-$7,568.84 
COF Capital One Financial Corporation
-1.55%
-$9,974.48 
AVGO Broadcom Inc.
-1.47%
-$12,088.98 
IUSG iShares Core S&P U.S. Growth ETF
-1.43%
-$6,621.6 
VGT Vanguard Information Technology ETF
-1.43%
-$5,098.64 
STBA S&T Bancorp, Inc.
-1.28%
-$6,114.33 
FV First Trust Dorsey Wright Focus 5 ETF
-1.26%
-$179,740.18 
QUAL iShares MSCI USA Quality Factor ETF
-1.13%
-$4,670.64 
FSK FS KKR Capital Corp.
-1.12%
-$2,156.12 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.12%
-$183,490.95 
DSI iShares MSCI KLD 400 Social ETF
-1.07%
-$2,833.28 
MAR Marriott International Inc. - Class A
-1.03%
-$13,474.58 
ACWI iShares MSCI ACWI ETF
-0.93%
-$3,092.85 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.82%
-$1,907.23 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.81%
-$1,900.86 
ESGU iShares ESG Aware MSCI USA ETF
-0.8%
-$2,016.65 
MS Morgan Stanley
-0.8%
-$3,365.25 
IVV iShares Core S&P 500 ETF
-0.79%
-$15,500.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$1,811.88 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$9,201.35 
SUSA iShares MSCI USA ESG Select ETF
-0.76%
-$2,436.95 
IWB iShares Russell 1000 ETF
-0.75%
-$2,977.39 
EFA iShares MSCI EAFE ETF
-0.73%
-$10,208.32 
AOA iShares Core Aggressive Allocation ETF
-0.67%
-$3,263.05 
GPIX S&P 500 Core Premium Income Fund
-0.62%
-$10,820.92 
NLR VanEck Uranium and Nuclear ETF
-0.56%
-$1,464.84 
MTB M&T Bank Corporation
-0.54%
-$1,651.05 
MKC McCormick & Company, Incorporated
-0.48%
-$1,825.55 
RDVY First Trust Rising Dividend Achievers ETF
-0.46%
-$43,093.16 
AMZN Amazon.com Inc
-0.44%
-$6,771.08 
IWN iShares Russell 2000 Value ETF
-0.41%
-$7,015.92 
VB Vanguard Small-Cap ETF
-0.38%
-$914.28 
BUFR FT Vestladder Buffer ETF-USD I
-0.38%
-$42,026.32 
LOW Lowe's Companies Inc.
-0.38%
-$1,237.38 
HDG ProShares Hedge Replication ETF
-0.37%
-$14,249.62 
IWM iShares Russell 2000 ETF
-0.35%
-$11,251.69 
IWO iShares Russell 2000 Growth ETF
-0.31%
-$4,480.59 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.31%
-$12,788.25 
JHMM John Hancock Multifactor Mid Cap ETF
-0.3%
-$14,185.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.3%
-$2,439.97 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.26%
-$698.06 
HSY The Hershey Company
-0.19%
-$491.44 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$2,610.8 
FSCC Federated Hermes MDT Small Cap Core ETF
-0.15%
-$20,231.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$472.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$904.5 
PEP PepsiCo, Inc.
-0.11%
-$269.08 
AAPL Apple Inc.
-0.06%
-$3,531.72 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$2,991.45 
FTLS First Trust Long/Short Equity ETF
-0.03%
-$712.06 
PNC The PNC Financial Services Group, Inc.
-0.02%
-$173.3 
MCD McDonald's Corporation
-0.01%
-$26.56 
TAXF American Century Diversified Municipal Bond ETF
0%
-$8.75 Events
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Dividends
Dividend Analysis
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| Trades 557 | Longs Won 416/557 74% | Profit Factor 24.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,992.06 |
| Average Win $106,780.24 | Best Trade (Jul 10) $6.54M | Sharpe Ratio -12.51 |
| Average Loss -$13,092.34 | Worst Trade (Mar 31) -$363,923.12 | Z-Score 17.83 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $76,435.48 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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Returns
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Option values are updated at end of day.
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