DMR
Donna M Ryberg Portfolio
Invests via Smith Thornton Advisors LLC | Managed by Donna M Ryberg
Invests via Smith Thornton Advisors LLC
Managed by Donna M Ryberg
Automatically Tracked
Donna M Ryberg Profile
Seasoned corporate executive and investor with a background in operations, corporate finance and strategic M&A across healthcare and consumer sectors. Donna M Ryberg has led cross-functional teams, executed growth initiatives and served on boards, bringing private-equity and corporate-sponsor perspectives to capital allocation and portfolio oversight. Known for integrating commercial strategy with performance improvement, she is an active advisor to CEOs on buy-and-build plans, turnaround programs and exit readiness, with experience spanning public company reporting and stakeholder engagement.
Seasoned corporate executive and investor with a background in operations, corporate finance and strategic M&A across healthcare and consumer sectors. Donna M Ryberg has led cross-functional teams, executed growth initiatives and served on boards, bringing private-equity and corporate-sponsor perspectives to capital allocation and portfolio oversight. Known for integrating commercial strategy with performance improvement, she is an active advisor to CEOs on buy-and-build plans, turnaround programs and exit readiness, with experience spanning public company reporting and stakeholder engagement.
Investment Philosophy & Strategy
Combines operational rigor and corporate‑finance discipline to favor value creation through active ownership, performance improvement and strategic M&A. Prioritizes businesses in healthcare and consumer sectors where commercial strategy, margin enhancement and integration playbooks can accelerate growth; targets platforms suitable for buy‑and‑build rollups or turnaround interventions. Allocates capital with a bias toward control or significant influence, using tight governance, KPI‑driven oversight and staged capital deployment to de‑risk execution. Time horizon is medium to long‑term, focused on exit readiness and stakeholder alignment. Risk management emphasizes operational levers, cash‑flow resilience and measurable milestone‑based decision points.
Combines operational rigor and corporate‑finance discipline to favor value creation through active ownership, performance improvement and strategic M&A. Prioritizes businesses in healthcare and consumer sectors where commercial strategy, margin enhancement and integration playbooks can accelerate growth; targets platforms suitable for buy‑and‑build rollups or turnaround interventions. Allocates capital with a bias toward control or significant influence, using tight governance, KPI‑driven oversight and staged capital deployment to de‑risk execution. Time horizon is medium to long‑term, focused on exit readiness and stakeholder alignment. Risk management emphasizes operational levers, cash‑flow resilience and measurable milestone‑based decision points.
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:
36.55%
Gain -0.41%
Monthly
1.2%
Yearly
15.42%
Drawdown
12.77%
$229.96M
Equity
Holdings
$229.96M
Investment
$184.46M
$48.66M
Profit -$705,554.69
Realized
$3.17M
Unrealized
$45.5M
Dividends
$8.1M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$705,554.69
Win %
69%
This Week
Compared To Last Week
Gain
-4.24%
Profit
-$10.18M
Win %
69%
This Month
Compared to last month
Gain
-0.31%
Profit
-$705,554.69
Win %
69%
This Year
Compared to last year
Gain
0.92%
Profit
$2.1M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$291,995.36 
ETN Eaton Corporation plc
+7.32%
+$15,995.15 
GOOGL Alphabet Inc
+6.73%
+$379,271.13 
META Meta Platforms Inc Class A
+3.28%
+$93,244.27 
MSFT Microsoft Corp.
+3.02%
+$130,574.84 
NVDA NVIDIA Corporation
+2.93%
+$61,616.69 
CVX Chevron Corporation
+2.35%
+$8,502.12 
CSCO Cisco Systems, Inc.
+2.14%
+$26,552.61 
ORCL Oracle Corporation
+1.81%
+$5,234.46 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$45,074.8 
VZ Verizon Communications Inc.
+1.52%
+$16,128 
LMT Lockheed Martin Corporation
+1.5%
+$9,907.24 
NOC Northrop Grumman Corporation
+1.43%
+$6,165.04 
CGUS Capital Group Core Equity ETF
+1.29%
+$10,483.44 
WFC Wells Fargo & Company
+1.19%
+$9,667.56 
AMAT Applied Materials, Inc.
+1.18%
+$7,321.92 
VUG Vanguard Growth ETF
+1.1%
+$4,915.98 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$34,996.2 
BRCC BRC Inc.
+0.98%
+$193.88 
SCHW Charles Schwab Corporation
+0.87%
+$5,196.1 
IBM International Business Machines Corporation
+0.86%
+$11,096.98 
GEV GE Vernova Inc.
+0.85%
+$2,135.67 
MCD McDonald's Corporation
+0.82%
+$3,447.42 
TSLA Tesla, Inc.
+0.76%
+$8,923.08 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,163.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,900.41 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,873.08 
CAT Caterpillar Inc.
+0.7%
+$6,123.59 
IVV iShares Core S&P 500 ETF
+0.69%
+$41,180.16 
PLTR Palantir Technologies Inc.
+0.65%
+$3,051.19 
CGGR Capital Group Growth ETF
+0.65%
+$64,903.74 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$26,031.72 
CGDV Capital Group Dividend Value ETF
+0.63%
+$78,929.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,188.99 
NSC Norfolk Southern Corporation
+0.46%
+$996.66 
UCBI United Community Banks, Inc.
+0.42%
+$2,047.8 
PFE Pfizer Inc.
+0.4%
+$841.8 
RTX RTX Corporation
+0.39%
+$964.32 
AVGO Broadcom Inc.
+0.37%
+$3,627.36 
PG Procter & Gamble Co
+0.37%
+$3,432.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,892.48 
BAC Bank of America Corporation
+0.36%
+$6,116.22 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$793.06 
RF Regions Financial Corporation
+0.32%
+$10,481.2 
MRK Merck & Co., Inc.
+0.32%
+$2,012.33 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$4,243.4 
JPM JPMorgan Chase & Co.
+0.27%
+$6,204 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,192.33 
SO The Southern Company
+0.21%
+$3,693.8 
JNJ Johnson & Johnson
+0.21%
+$2,294.9 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$6,320.08 
CMI Cummins Inc.
+0.19%
+$479.47 
T AT&T Inc.
+0.17%
+$2,479.08 
C Citigroup Inc.
+0.1%
+$509.56 
NUE Nucor Corporation
+0.1%
+$374.5 
WMT Walmart Inc.
+0.09%
+$2,123.44 
ABT Abbott Laboratories
+0.09%
+$361.44 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$2,677.7 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$3,487.48 
MGEE Mge Energy Inc.
+0.04%
+$85.05 
DIS The Walt Disney Company
+0.03%
+$273.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$228.88 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$561.81 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$169.94 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$20,905.94 
AAPL Apple Inc.
-7.35%
-$399,381.76 
UPXI Upexi, Inc.
-6.67%
-$945 
VFC V.F. Corporation
-4.28%
-$20,624 
GPN Global Payments Inc.
-3.18%
-$30,525.58 
QCOM QUALCOMM Incorporated
-2.63%
-$12,919.65 
ABBV AbbVie Inc.
-2.51%
-$5,512.44 
BA Boeing Company
-2.15%
-$4,779.03 
BHP BHP Group Ltd.
-1.64%
-$3,849.3 
LRCX Lam Research Corporation
-1.58%
-$7,520.02 
GLD SPDR Gold Shares
-1.49%
-$5,468.25 
IAU iShares Gold Trust
-1.46%
-$70,627.26 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,901.7 
TJX The TJX Companies, Inc.
-1.21%
-$3,623.02 
NEE NextEra Energy, Inc.
-1.15%
-$7,939.61 
DE Deere & Company
-1.13%
-$4,304.39 
TXN Texas Instruments Inc
-1.08%
-$2,101.93 
INTC Intel Corporation
-1.02%
-$4,590.48 
KO The Coca-Cola Company
-1.02%
-$19,832.4 
XOM Exxon Mobil Corporation
-0.97%
-$20,641.23 
D Dominion Energy, Inc.
-0.8%
-$2,000.88 
KMB Kimberly-Clark Corporation
-0.8%
-$3,241.04 
HUM Humana Inc.
-0.76%
-$7,893.23 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$47,661.71 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$1,705.25 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,330.76 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$31,905.72 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$42,160.37 
DUK Duke Energy Corporation
-0.67%
-$5,880 
CGCB Capital Group Core Bond ETF
-0.66%
-$37,691.89 
AMGN Amgen Inc.
-0.64%
-$2,678.41 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,485.6 
PM Philip Morris International Inc.
-0.61%
-$1,394.75 
SBUX Starbucks Corporation
-0.57%
-$3,308.4 
LLY Eli Lilly and Company
-0.53%
-$7,288.57 
CDL VictoryShares US Large Cap High Dividend ETF
-0.51%
-$5,794.98 
IWM iShares Russell 2000 ETF
-0.47%
-$979.94 
PEP PepsiCo, Inc.
-0.46%
-$2,010.24 
DVY iShares Select Dividend ETF
-0.45%
-$2,274.42 
CGMU Capital Group Municipal Income ETF
-0.44%
-$7,225.2 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$7,400.03 
HD The Home Depot, Inc.
-0.42%
-$3,896.23 
GL Globe Life Inc.
-0.4%
-$16,435.22 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$14,538.42 
FDX FedEx Corporation
-0.37%
-$1,844.6 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.37%
-$2,308.45 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$741.51 
CGSM Capital Group Short Duration Municipal Income ETF
-0.3%
-$4,791.2 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$17,754.01 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$16,498.75 
VTV Vanguard Value ETF
-0.27%
-$752.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,455.5 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$17,562.95 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,773.69 
COST Costco Wholesale Corporation
-0.24%
-$845.87 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,103.02 
VB Vanguard Small-Cap ETF
-0.22%
-$815.74 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,052.57 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$499.95 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$541.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,248.96 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.18%
-$1,751.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$809.57 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$599.98 
MUB iShares National Muni Bond ETF
-0.11%
-$731.4 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,720.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$393.72 
TIP iShares TIPS Bond ETF
-0.1%
-$443.85 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$200 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$163.68 
CGBL Capital Group Core Balanced ETF
-0.05%
-$975.92 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$69.79 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$1,415.46 
UBER Uber Technologies, Inc.
-0.01%
-$59.46 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$27.9 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$32.82 Events
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Dividends
Dividend Analysis
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| Trades 895 | Longs Won 611/895 68% | Profit Factor 15.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $205,475.6 |
| Average Win $85,203 | Best Trade (Aug 05) $2.59M | Sharpe Ratio -12.23 |
| Average Loss -$11,951.93 | Worst Trade (Jun 29) -$156,215 | Z-Score 7.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 1d | Expectancy $54,373.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,288 | $3.66M | $5.03M | - | $1.37M | 37.33% | -7.354% |
| ABBV AbbVie Inc. | 852 | $211,406 | $213,800.88 | - | $2,394.88 | 1.13% | -2.513% |
| ABT Abbott Laboratories | 4,016 | $420,382.02 | $424,491.2 | - | $4,109.18 | 0.98% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,822 | $960,746.11 | $956,368.14 | - | -$4,377.97 | -0.46% | -0.256% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 24,631 | $1.93M | $2.88M | - | $953,448.91 | 49.41% | +1.588% |
| AMAT Applied Materials, Inc. | 1,241 | $289,779.43 | $630,018.48 | - | $340,239.05 | 117.41% | +1.176% |
| AMGN Amgen Inc. | 1,080 | $315,900.57 | $415,972.8 | - | $100,072.23 | 31.68% | -0.64% |
| AMZN Amazon.com Inc | 8,093 | $1.64M | $2.2M | - | $555,273.17 | 33.8% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 263 | $210,765.28 | $428,427 | - | $217,661.72 | 103.27% | -1.359% |
| AVGO Broadcom Inc. | 2,519 | $719,164.34 | $980,596.32 | - | $261,431.98 | 36.35% | +0.371% |
| BA Boeing Company | 1,004 | $216,372 | $217,004.56 | - | $632.56 | 0.29% | -2.155% |
| BAC Bank of America Corporation | 27,801 | $1.11M | $1.72M | - | $615,678.12 | 55.64% | +0.356% |
| BHP BHP Group Ltd. | 2,730 | $198,580.2 | $230,657.7 | - | $32,077.5 | 16.15% | -1.641% |
| BRCC BRC Inc. | 1,938.8 | $60,476.01 | $19,969.64 | - | -$40,506.37 | -66.98% | +0.98% |
| BRK-B Berkshire Hathaway Inc. | 3,168 | $1.31M | $1.62M | - | $312,643.51 | 23.9% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 2,728 | $214,482.12 | $211,638.24 | - | -$2,843.88 | -1.33% | -0.077% |
| C Citigroup Inc. | 3,920 | $251,585.37 | $519,204 | - | $267,618.63 | 106.37% | +0.098% |
| CAT Caterpillar Inc. | 1,080 | $537,905.86 | $879,994.8 | - | $342,088.94 | 63.6% | +0.701% |
| CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF | 8,186 | $479,374.63 | $623,175.62 | - | $143,800.99 | 30% | -0.369% |
| CDL VictoryShares US Large Cap High Dividend ETF | 14,344 | $875,740.23 | $1.14M | - | $262,025.85 | 29.92% | -0.507% |
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FAQ
Which stocks have generated the highest profits for Donna M Ryberg?
The largest contributions to the portfolio's profits come from the following stocks: ProAssurance Corporation - $839,365.38, VictoryShares Short-Term Bond ETF - $578,452.15, VictoryShares Core Intermediate Bond ETF - $564,438.23, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $443,793.51, and Alphabet Inc - $431,005.42. 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: Snap Inc - $178,182.63, Applied Materials, Inc - $151,801.21, Paramount Skydance Corporation Class B Common Stock - $109,617, Oracle Corporation - $90,061.99, and Intel Corporation - $83,524.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donna M Ryberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.1M earned over time. The largest contributors to dividend income include VictoryShares Core Intermediate Bond ETF - $551,069.01, VictoryShares Short-Term Bond ETF - $547,261.33, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $443,973.57, Capital Group Core Bond ETF - $403,023.34, and Capital Group Core Plus Income ETF - $402,425.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donna M Ryberg's monthly returns?
Donna M Ryberg's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Donna M Ryberg's strategy be considered aggressive or moderate?
Donna M Ryberg'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 Donna M Ryberg's strategy?
Donna M Ryberg'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.
