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:
33.66%
Gain -0.87%
Monthly
0.79%
Yearly
9.92%
Drawdown
18.56%
$110.74M
Equity
Holdings
$110.74M
Investment
$101.96M
$53.33M
Profit -$1.01M
Realized
$44.55M
Unrealized
$8.78M
Dividends
$3.91M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$1.01M
Win %
63%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$995,613.34
Win %
63%
This Month
Compared to last month
Gain
0.67%
Profit
$734,122.07
Win %
63%
This Year
Compared to last year
Gain
-0.98%
Profit
-$1.09M
Win %
62%
PGR Progressive Corporation
+1.95%
+$133,052.19 
RGLD Royal Gold Inc.
+1.93%
+$76,878 
AZO AutoZone Inc.
+1.47%
+$94,648.95 
AJG Arthur J. Gallagher & Co.
+1.44%
+$29,761.02 
RYAN Ryan Specialty Holdings Inc.
+1.19%
+$10,915.95 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$6,826.64 
BF-B Brown-Forman Corporation
+1%
+$31,482.24 
BRK-A Berkshire Hathaway Inc.
+0.89%
+$112,384.32 
JPM JPMorgan Chase & Co.
+0.81%
+$20,579.4 
LLY Eli Lilly and Company
+0.56%
+$15,934.44 
V Visa Inc. Class A
+0.51%
+$17,992.8 
TDW Tidewater Inc.
+0.28%
+$1,956.24 
COO The Cooper Companies, Inc.
+0.23%
+$6,587.88 
CSGP CoStar Group, Inc.
+0.09%
+$796.77 
MSGNF Man Sang International Ltd.
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.99%
-$306,780.96 
MU Micron Technology, Inc.
-5.73%
-$61,180.36 
KLAC KLA Corporation
-4.94%
-$57,952.33 
AMAT Applied Materials, Inc.
-4.78%
-$92,614.91 
META Meta Platforms Inc Class A
-4.56%
-$45,165.13 
AVGO Broadcom Inc.
-4.38%
-$56,512.05 
IBKR Interactive Brokers Group Inc.
-4.14%
-$92,065.13 
NFLX Netflix, Inc.
-3.36%
-$34,314.67 
SOLV Solventum Corporation
-2.62%
-$39,769.3 
GOOG Alphabet Inc
-2.59%
-$60,768.65 
SCHW Charles Schwab Corporation
-2.55%
-$160,905.6 
MSFT Microsoft Corp.
-2.51%
-$105,726.4 
AMZN Amazon.com Inc
-2.11%
-$69,122.24 
WAT Waters Corporation
-1.95%
-$68,537.2 
INTU Intuit Inc.
-1.81%
-$24,787.48 
MDLN Medline Inc.
-1.8%
-$19,980.18 
WT WisdomTree, Inc.
-1.78%
-$62,545.94 
EYE National Vision Holdings Inc.
-1.7%
-$28,908.3 
ITT Itt Inc.
-1.62%
-$32,924.25 
NVDA NVIDIA Corporation
-1.44%
-$46,737.6 
SIRI Sirius XM Holdings Inc.
-1.44%
-$16,642.86 
LYV Live Nation Entertainment, Inc.
-1.38%
-$46,447.68 
MIDD The Middleby Corporation
-0.73%
-$27,413.79 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.34%
-$10,159.94 
WST West Pharmaceutical Services, Inc.
-0.26%
-$3,736.96 Events
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Dividends
Dividend Analysis
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| Trades 430 | Longs Won 266/430 61% | Profit Factor 2.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $804,443.09 |
| Average Win $338,297.31 | Best Trade (Dec 31) $11.96M | Sharpe Ratio -15.68 |
| Average Loss -$223,538.27 | Worst Trade (Dec 31) -$5.26M | Z-Score -2.5 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $124,015.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.16% |
| Consecutive Losing Trades | 495 | 446 | 396 | 347 | 297 | 248 | 198 | 149 | 99 | 50 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AJG Arthur J. Gallagher & Co. | 8,290 | $1.8M | $2.1M | - | $307,642.1 | 17.13% | +1.435% |
| AMAT Applied Materials, Inc. | 4,509 | $1.54M | $1.85M | - | $305,169.12 | 19.8% | -4.777% |
| AMD Advanced Micro Devices, Inc. | 9,106 | $1.85M | $4.81M | - | $2.96M | 159.81% | -5.992% |
| AMZN Amazon.com Inc | 12,848 | $2.82M | $3.2M | - | $382,612.42 | 13.56% | -2.112% |
| AVGO Broadcom Inc. | 3,745 | $1.41M | $1.23M | - | -$181,670.2 | -12.84% | -4.382% |
| AZO AutoZone Inc. | 2,108 | $7.7M | $6.54M | - | -$1.16M | -15.04% | +1.467% |
| BF-B Brown-Forman Corporation | 110,464 | $2.95M | $3.19M | - | $235,533.81 | 7.98% | +0.997% |
| BRK-A Berkshire Hathaway Inc. | 16 | $11.74M | $12.74M | - | $1M | 8.53% | +0.89% |
| BRK-B Berkshire Hathaway Inc. | 1,276 | $638,285.95 | $677,594.32 | - | $39,308.37 | 6.16% | +1.018% |
| COO The Cooper Companies, Inc. | 50,676 | $3.63M | $2.92M | - | -$713,039.6 | -19.65% | +0.226% |
| CSGP CoStar Group, Inc. | 26,559 | $960,096.92 | $850,684.77 | - | -$109,412.15 | -11.4% | +0.094% |
| EYE National Vision Holdings Inc. | 96,361 | $1.7M | $1.67M | - | -$24,090.25 | -1.42% | -1.699% |
| FWONK Liberty Media Corporation Series C Formula One Group Common Stock | 32,774 | $3.07M | $2.97M | - | -$100,651.72 | -3.28% | -0.341% |
| GOOG Alphabet Inc | 6,805 | $2.11M | $2.29M | - | $174,401.13 | 8.26% | -2.589% |
| IBKR Interactive Brokers Group Inc. | 25,861 | $1.73M | $2.13M | - | $398,259.67 | 22.96% | -4.138% |
| INTU Intuit Inc. | 4,152 | $1.48M | $1.35M | - | -$137,251.6 | -9.25% | -1.808% |
| ITT Itt Inc. | 10,115 | $1.95M | $2M | - | $47,602.25 | 2.44% | -1.619% |
| JPM JPMorgan Chase & Co. | 7,622 | $2.37M | $2.58M | - | $212,442.93 | 8.98% | +0.805% |
| KLAC KLA Corporation | 6,723 | $989,901.24 | $1.11M | - | $125,041.08 | 12.63% | -4.941% |
| LLY Eli Lilly and Company | 2,257 | $2.4M | $2.84M | - | $443,288.44 | 18.49% | +0.564% |
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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 $3.91M 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.
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