Richard Egan Portfolio
Invests via Pacific Capital Partners Ltd. | Managed by Richard Egan
Invests via Pacific Capital Partners Ltd.
Managed by Richard Egan
Automatically Tracked
Co-founder and former CEO of EMC Corporation, Richard Egan built the company into a global enterprise storage and information-management leader and steered it through rapid commercial expansion and public-market growth. His operating track record centers on scaling hardware and software platforms for large enterprises, positioning assets for strategic partnerships and exits, and pursuing product-led M&A to consolidate market share. Relevant to investors, the business model emphasized recurring software and services revenue and high enterprise customer retention.
Co-founder and former CEO of EMC Corporation, Richard Egan built the company into a global enterprise storage and information-management leader and steered it through rapid commercial expansion and public-market growth. His operating track record centers on scaling hardware and software platforms for large enterprises, positioning assets for strategic partnerships and exits, and pursuing product-led M&A to consolidate market share. Relevant to investors, the business model emphasized recurring software and services revenue and high enterprise customer retention.
Investment Philosophy & Strategy
Adopts an operator-investor mindset that prioritizes durable enterprise software and services with high retention and recurring revenue. Focuses capital on scaling product-led platforms, using strategic M&A to accelerate share consolidation and to secure channel or OEM partnerships. Emphasizes deep operational due diligence, margin expansion through software mix, and customer-base stickiness as primary value levers. Prefers long-term holds that allow for integration and commercialization, balances growth investments with disciplined risk controls, and targets opportunities where infrastructure leadership and strategic exits are achievable.
Adopts an operator-investor mindset that prioritizes durable enterprise software and services with high retention and recurring revenue. Focuses capital on scaling product-led platforms, using strategic M&A to accelerate share consolidation and to secure channel or OEM partnerships. Emphasizes deep operational due diligence, margin expansion through software mix, and customer-base stickiness as primary value levers. Prefers long-term holds that allow for integration and commercialization, balances growth investments with disciplined risk controls, and targets opportunities where infrastructure leadership and strategic exits are achievable.
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:
36.33%
Gain -0.52%
Monthly
0.89%
Yearly
11.21%
Drawdown
18.56%
$113.25M
Equity
Holdings
$113.25M
Investment
$101.96M
$55.83M
Profit -$532,880.85
Realized
$44.55M
Unrealized
$11.29M
Dividends
$3.82M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$532,880.85
Win %
69%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$532,880.85
Win %
69%
This Month
Compared to last month
Gain
2.02%
Profit
$2.24M
Win %
69%
This Year
Compared to last year
Gain
1.27%
Profit
$1.42M
Win %
65%
MU Micron Technology, Inc.
+4.92%
+$49,014.37 
AMAT Applied Materials, Inc.
+4.29%
+$101,633 
KLAC KLA Corporation
+3.88%
+$52,304.94 
WT WisdomTree, Inc.
+3.32%
+$118,593.61 
NVDA NVIDIA Corporation
+3.03%
+$98,718.14 
IBKR Interactive Brokers Group Inc.
+2.09%
+$48,618.68 
AMD Advanced Micro Devices, Inc.
+1.81%
+$78,402.48 
RYAN Ryan Specialty Holdings Inc.
+1.66%
+$16,086.7 
SCHW Charles Schwab Corporation
+1.52%
+$109,952.16 
SOLV Solventum Corporation
+1.42%
+$20,576.32 
MDLN Medline Inc.
+1.31%
+$13,925.55 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.2%
+$40,312.02 
LYV Live Nation Entertainment, Inc.
+1.09%
+$39,114 
JPM JPMorgan Chase & Co.
+0.87%
+$23,933.01 
AJG Arthur J. Gallagher & Co.
+0.77%
+$16,165.58 
TDW Tidewater Inc.
+0.45%
+$3,645.72 
LLY Eli Lilly and Company
+0.43%
+$11,871.77 
WAT Waters Corporation
+0.28%
+$9,080.32 
WST West Pharmaceutical Services, Inc.
+0.26%
+$3,404 
AZO AutoZone Inc.
+0.11%
+$6,788.18 
MSGNF Man Sang International Ltd.
0%
$0 
EYE National Vision Holdings Inc.
-11.56%
-$245,720.45 
META Meta Platforms Inc Class A
-3.38%
-$27,242.91 
PGR Progressive Corporation
-2.35%
-$158,897.18 
MSFT Microsoft Corp.
-2.26%
-$88,991.6 
CSGP CoStar Group, Inc.
-1.99%
-$16,466.58 
AMZN Amazon.com Inc
-1.83%
-$64,111.39 
BRK-A Berkshire Hathaway Inc.
-1.34%
-$165,814.08 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$8,242.96 
V Visa Inc. Class A
-0.94%
-$29,988.09 
MIDD The Middleby Corporation
-0.87%
-$36,089.04 
NFLX Netflix, Inc.
-0.78%
-$8,159.44 
INTU Intuit Inc.
-0.51%
-$7,182.96 
BF-B Brown-Forman Corporation
-0.39%
-$12,151.04 
RGLD Royal Gold Inc.
-0.27%
-$10,933.59 
SIRI Sirius XM Holdings Inc.
-0.25%
-$2,987.18 
GOOG Alphabet Inc
-0.18%
-$4,287.15 
ITT Itt Inc.
-0.17%
-$3,641.4 
COO The Cooper Companies, Inc.
-0.12%
-$4,560.84 
AVGO Broadcom Inc.
-0.01%
-$112.3 Events
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Dividends
Dividend Analysis
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| Trades 430 | Longs Won 270/430 62% | Profit Factor 2.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $801,995.9 |
| Average Win $338,336.58 | Best Trade (Dec 31) $11.96M | Sharpe Ratio -15.68 |
| Average Loss -$221,984.43 | Worst Trade (Dec 31) -$5.26M | Z-Score -3.35 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $129,845.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.82% |
| Consecutive Losing Trades | 510 | 459 | 408 | 357 | 306 | 255 | 204 | 153 | 102 | 51 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AJG Arthur J. Gallagher & Co. | 8,290 | $1.8M | $2.12M | - | $322,315.4 | 17.95% | +0.769% |
| AMAT Applied Materials, Inc. | 4,509 | $1.54M | $2.47M | - | $930,477.33 | 60.38% | +4.288% |
| AMD Advanced Micro Devices, Inc. | 9,106 | $1.85M | $4.4M | - | $2.55M | 137.39% | +1.815% |
| AMZN Amazon.com Inc | 12,848 | $2.82M | $3.43M | - | $612,591.62 | 21.71% | -1.833% |
| AVGO Broadcom Inc. | 3,745 | $1.41M | $1.56M | - | $143,433.25 | 10.14% | -0.007% |
| AZO AutoZone Inc. | 2,108 | $7.7M | $6.42M | - | -$1.28M | -16.65% | +0.106% |
| BF-B Brown-Forman Corporation | 110,464 | $2.95M | $3.08M | - | $131,145.33 | 4.44% | -0.392% |
| BRK-A Berkshire Hathaway Inc. | 16 | $11.74M | $12.23M | - | $491,525.92 | 4.19% | -1.337% |
| BRK-B Berkshire Hathaway Inc. | 1,276 | $638,285.95 | $650,657.92 | - | $12,371.97 | 1.94% | -1.251% |
| COO The Cooper Companies, Inc. | 50,676 | $3.63M | $3.89M | - | $259,939.6 | 7.16% | -0.117% |
| CSGP CoStar Group, Inc. | 26,559 | $960,096.92 | $810,049.5 | - | -$150,047.42 | -15.63% | -1.992% |
| EYE National Vision Holdings Inc. | 96,361 | $1.7M | $1.88M | - | $183,085.9 | 10.79% | -11.559% |
| FWONK Liberty Media Corporation Series C Formula One Group Common Stock | 32,774 | $3.07M | $3.4M | - | $329,015.42 | 10.73% | +1.201% |
| GOOG Alphabet Inc | 6,805 | $2.11M | $2.33M | - | $217,885.08 | 10.32% | -0.184% |
| IBKR Interactive Brokers Group Inc. | 25,861 | $1.73M | $2.37M | - | $635,922.26 | 36.66% | +2.094% |
| INTU Intuit Inc. | 4,152 | $1.48M | $1.39M | - | -$93,614.08 | -6.31% | -0.514% |
| ITT Itt Inc. | 10,115 | $1.95M | $2.19M | - | $237,207.93 | 12.15% | -0.166% |
| JPM JPMorgan Chase & Co. | 7,622 | $2.37M | $2.78M | - | $417,855.83 | 17.66% | +0.867% |
| KLAC KLA Corporation | 6,723 | $989,901.24 | $1.4M | - | $410,163.51 | 41.43% | +3.881% |
| LLY Eli Lilly and Company | 2,257 | $2.4M | $2.75M | - | $356,642.21 | 14.88% | +0.433% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Richard Egan?
The largest contributions to the portfolio's profits come from the following stocks: ICON plc - $6.32M, Woodward Inc - $5.52M, Advanced Micro Devices, Inc - $5.22M, CRH plc - $5.05M, and Intercontinental Exchange, Inc - $3.67M. 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: Avantor Inc - $6.5M, UnitedHealth Group Incorporated - $3.27M, CONMED Corporation - $3.02M, Charter Communications Inc - $1.17M, and Fortrea Holdings Inc - $1.07M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Egan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.82M earned over time. The largest contributors to dividend income include Blackstone Mortgage Trust Inc - $607,300, CRH plc - $359,620, Royalty Pharma plc - $308,141.25, MetLife Inc - $185,361.88, and UnitedHealth Group Incorporated - $174,627.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Egan's monthly returns?
Richard Egan'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 Egan's strategy be considered aggressive or moderate?
Richard Egan'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 Egan's strategy?
Richard Egan'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.
