Robert M. Mangold Jr. Portfolio

Invests via Greenbush Financial Group LLC | Managed by Robert M. Mangold Jr., Michael Ruger

Invests via Greenbush Financial Group LLC

Managed by Robert M. Mangold Jr., Michael Ruger

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 04:00 PM

Veteran investor and corporate executive focused on private equity, growth capital and board governance across industrial and services sectors. Robert M. Mangold Jr. is recognized for operating experience in buyouts and restructurings, portfolio-company oversight, and strategic M&A execution; frequently serves on boards and works with family-office and institutional LPs to deploy capital and optimize exit outcomes. Market-facing skills include capital allocation, performance improvement initiatives, and investor relations, with a pragmatic, value-oriented investment style.

Investment Philosophy & Strategy

Prefers private equity and growth-capital investments in industrials and services, deploying a value-oriented, operationally focused approach that prioritizes buyouts, restructurings and strategic M&A to drive returns. Emphasizes rigorous capital allocation, active board oversight and hands-on performance improvement to accelerate EBITDA expansion and de-risk exits. Targets mid-market companies where governance, operational fixes and focused growth initiatives unlock value over a multi-year horizon. Risk discipline centers on cash-flow resilience, conservative leverage and alignment with family-office and institutional LP partners to optimize timing and execution of liquidity events.

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:

0.31%

Gain

Monthly

0.02%

Yearly

0.2%

Drawdown

23.61%

$330.56M

Equity

Holdings

$330.56M

Investment

$277.98M

$53.17M

Profit -$291,622.14

Realized

$589,636.37

Unrealized

$52.58M

Dividends

$6.64M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$291,622.14

Win %

67%

This Week

Compared To Last Week

Gain

-1.04%

Profit

-$3.46M

Win %

67%

This Month

Compared to last month

Gain

-0.88%

Profit

-$2.94M

Win %

67%

This Year

Compared to last year

Gain

9.45%

Profit

$28.53M

Win %

68%

Gainers
Losers

GEV GE Vernova Inc.

+2.37%

+$11,461.24

PANW Palo Alto Networks, Inc.

+2.04%

+$140,196.93

OPK Opko Health Inc.

+1.26%

+$150

MCK McKesson Corporation

+0.98%

+$2,001.34

GLD SPDR Gold Shares

+0.97%

+$134,325.3

GNRC Generac Holdings Inc.

+0.69%

+$12,900.42

VTV Vanguard Value ETF

+0.32%

+$71,881.1

CGCB Capital Group Core Bond ETF

+0.13%

+$18,575.97

BND Vanguard Total Bond Market Index Fund

+0.12%

+$27,167.28

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.12%

+$7,052.19

NLR VanEck Uranium and Nuclear ETF

+0.1%

+$350.13

JCPB JPMorgan Core Plus Bond ETF

+0.07%

+$8,252.55

CGCP Capital Group Core Plus Income ETF

+0.07%

+$8,487.48

REGN Regeneron Pharmaceuticals, Inc.

+0.07%

+$215.16

BSV Vanguard Short-Term Bond ETF

+0.04%

+$824.18

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$1,570.17

MFSV

META Meta Platforms Inc Class A

-4.76%

-$101,358.93

MSFT Microsoft Corp.

-2.11%

-$62,381.06

TSLA Tesla, Inc.

-2.07%

-$119,117.16

PLTR Palantir Technologies Inc.

-2.04%

-$6,291.04

GOOG Alphabet Inc

-1.95%

-$113,802.08

CGGR Capital Group Growth ETF

-1.16%

-$265,580.96

NVDA NVIDIA Corporation

-1.09%

-$59,538.76

MCD McDonald's Corporation

-0.54%

-$1,254.92

VOO Vanguard S&P 500 ETF

-0.51%

-$243,691.79

SPY SPDR S&P 500 ETF Trust

-0.49%

-$5,021.06

VXUS Vanguard Total International Stock Index Fund Investor Shares

-0.49%

-$89,331.21

VTI VANGUARD TOTAL STOCK MKT ETF

-0.48%

-$57,786.13

AMZN Amazon.com Inc

-0.48%

-$18,444

JGRO JPMorgan Active Growth ETF

-0.46%

-$45,977.76

CGDV Capital Group Dividend Value ETF

-0.44%

-$68,902.34

AAPL Apple Inc.

-0.31%

-$18,404.04

CGBL Capital Group Core Balanced ETF

-0.2%

-$41,343.07

AMD Advanced Micro Devices, Inc.

-0.15%

-$7,323.04

VO Vanguard Mid-Cap ETF

-0.06%

-$6,605.87

Events

Dividends

Dividend Analysis

No Data

Trades 194	Longs Won 130/194 67%	Profit Factor 24.78
Profitability	Shorts Won 0/0 0%	Standard Deviation $810,464.04
Average Win $426,189.74	Best Trade (Jul 14) $6.2M	Sharpe Ratio -50.51
Average Loss -$34,933.49	Worst Trade (Jun 29) -$569,599.1	Z-Score 6.64 (100%)
Commissions $0	Avg. Trade Length 10m 2w	Expectancy $274,066.61

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	9,434	8,491	7,547	6,604	5,660	4,717	3,774	2,830	1,887	943