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:
34.05%
Gain
Monthly
1.07%
Yearly
13.6%
Drawdown
12.76%
$229.45M
Equity
Holdings
$229.45M
Investment
$188.76M
$45.51M
Profit -$547.89
Realized
$4.34M
Unrealized
$41.17M
Dividends
$8.62M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$547.89
Win %
65%
This Week
Compared To Last Week
Gain
-0.74%
Profit
-$1.7M
Win %
65%
This Month
Compared to last month
Gain
0.49%
Profit
$1.13M
Win %
65%
This Year
Compared to last year
Gain
0.22%
Profit
$584,235.46
Win %
66%
NOC Northrop Grumman Corporation
+4.05%
+$17,519.18 
RTX RTX Corporation
+3.73%
+$7,987.62 
LMT Lockheed Martin Corporation
+3.65%
+$22,348.05 
COP ConocoPhillips
+3.37%
+$8,317.2 
PM Philip Morris International Inc.
+2.65%
+$6,423.61 
CVX Chevron Corporation
+2.58%
+$10,279.71 
XOM Exxon Mobil Corporation
+2.46%
+$57,628.6 
PEP PepsiCo, Inc.
+2.42%
+$9,743.63 
SO The Southern Company
+2.24%
+$36,262 
DUK Duke Energy Corporation
+2.18%
+$18,070.43 
KO The Coca-Cola Company
+2.06%
+$41,868.4 
TJX The TJX Companies, Inc.
+1.9%
+$5,236 
PG Procter & Gamble Co
+1.45%
+$14,745.97 
KMB Kimberly-Clark Corporation
+1.44%
+$5,562 
WFC Wells Fargo & Company
+1.35%
+$10,608.64 
XLU Utilities Select Sector SPDR Fund
+1.34%
+$9,629.76 
JPM JPMorgan Chase & Co.
+1.25%
+$27,666.57 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$20,613.86 
COST Costco Wholesale Corporation
+1.14%
+$4,129.2 
D Dominion Energy, Inc.
+1.11%
+$2,562 
NEE NextEra Energy, Inc.
+1.06%
+$6,613.32 
SPLV Invesco S&P 500 Low Volatility ETF
+1.04%
+$2,781.24 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+1.03%
+$6,290.17 
JNJ Johnson & Johnson
+0.9%
+$9,920.28 
VZ Verizon Communications Inc.
+0.88%
+$8,985.6 
C Citigroup Inc.
+0.84%
+$4,072.64 
WMT Walmart Inc.
+0.8%
+$19,911.08 
DVY iShares Select Dividend ETF
+0.78%
+$3,784.71 
ABBV AbbVie Inc.
+0.71%
+$1,721.04 
GL Globe Life Inc.
+0.7%
+$26,566.52 
SBUX Starbucks Corporation
+0.66%
+$3,546.88 
NSC Norfolk Southern Corporation
+0.64%
+$1,383.58 
NUE Nucor Corporation
+0.63%
+$2,472 
MRK Merck & Co., Inc.
+0.52%
+$3,730.08 
RF Regions Financial Corporation
+0.51%
+$14,673.68 
PFE Pfizer Inc.
+0.48%
+$1,197.56 
BHP BHP Group Ltd.
+0.47%
+$1,064.7 
XLF Financial Select Sector SPDR Fund
+0.45%
+$1,640.5 
HD The Home Depot, Inc.
+0.45%
+$3,896.2 
LLY Eli Lilly and Company
+0.43%
+$6,444.43 
AAPL Apple Inc.
+0.43%
+$23,037.34 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$21,652.4 
VOE Vanguard Mid-Cap Value ETF
+0.26%
+$1,217.94 
TIP iShares TIPS Bond ETF
+0.24%
+$892.5 
ABT Abbott Laboratories
+0.2%
+$838.11 
VTV Vanguard Value ETF
+0.2%
+$561.44 
MCD McDonald's Corporation
+0.19%
+$736.49 
RIO Rio Tinto Plc Sponsored ADR
+0.12%
+$241.78 
UCBI United Community Banks, Inc.
+0.12%
+$546.09 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.12%
+$277.75 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$190.96 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$229.67 
CGSD Capital Group Short Duration Income ETF
+0.08%
+$1,339.9 
FLOT iShares Floating Rate Bond ETF
+0.08%
+$279.2 
CGSM Capital Group Short Duration Municipal Income ETF
+0.08%
+$1,197.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$679.68 
USTB VictoryShares Short-Term Bond ETF
+0.04%
+$2,926.56 
CGMU Capital Group Municipal Income ETF
+0.04%
+$582.1 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$1,756.14 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$501.52 
CDL VictoryShares US Large Cap High Dividend ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
UPXI Upexi, Inc.
-8.12%
-$1,506.75 
PLTR Palantir Technologies Inc.
-7.22%
-$54,986 
INTC Intel Corporation
-5.79%
-$28,902.72 
MU Micron Technology, Inc.
-5.63%
-$24,889.98 
LRCX Lam Research Corporation
-4.87%
-$21,631.98 
AMAT Applied Materials, Inc.
-4.82%
-$26,376.56 
ORCL Oracle Corporation
-4.64%
-$12,748.32 
AVGO Broadcom Inc.
-4.53%
-$39,479.69 
HUM Humana Inc.
-4.37%
-$53,194.53 
META Meta Platforms Inc Class A
-3.72%
-$146,152.77 
QCOM QUALCOMM Incorporated
-3.53%
-$21,033.76 
XLK State Street Technology Select Sector SPDR ETF
-3.02%
-$15,844.4 
ETN Eaton Corporation plc
-2.79%
-$6,446.03 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$108,963.4 
GOOGL Alphabet Inc
-2.47%
-$145,864.26 
SCHW Charles Schwab Corporation
-2.34%
-$12,698.4 
CSCO Cisco Systems, Inc.
-2.24%
-$26,998.5 
CGGR Capital Group Growth ETF
-2.16%
-$236,717.69 
TSLA Tesla, Inc.
-2.13%
-$29,822.36 
VUG Vanguard Growth ETF
-2.06%
-$9,779.1 
MSFT Microsoft Corp.
-1.93%
-$101,385.62 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.9%
-$68,446.02 
AMZN Amazon.com Inc
-1.87%
-$38,684.52 
SPCX Space Exploration Technologies Corp. Class A
-1.74%
-$5,475.26 
IEMG iShares Core MSCI Emerging Markets ETF
-1.67%
-$9,664.2 
SCHA Schwab U.S. Small-Cap ETF
-1.54%
-$56,779.5 
CGGO Capital Group Global Growth Equity ETF
-1.48%
-$102,888.42 
NVDA NVIDIA Corporation
-1.43%
-$33,560.6 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.41%
-$35,738.56 
BMY Bristol-Myers Squibb Company
-1.35%
-$2,673.2 
DE Deere & Company
-1.35%
-$5,285.99 
UBER Uber Technologies, Inc.
-1.29%
-$5,222.84 
VB Vanguard Small-Cap ETF
-1.27%
-$4,511.4 
CGMM Capital Group U.S. Small and Mid Cap ETF
-1.18%
-$55,038.24 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$15,833.16 
VOO Vanguard S&P 500 ETF
-1.1%
-$19,072.98 
IVV iShares Core S&P 500 ETF
-1.09%
-$69,592.53 
CGUS Capital Group Core Equity ETF
-1.09%
-$9,012.08 
IWR iShares Russell Mid-Cap ETF
-0.98%
-$63,323.67 
ASML ASML Holding N.V. New York Registry Shares
-0.96%
-$4,266.54 
TXN Texas Instruments Inc
-0.95%
-$1,898.16 
CGDV Capital Group Dividend Value ETF
-0.93%
-$119,736.16 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$14,623.4 
BAC Bank of America Corporation
-0.91%
-$13,066.94 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.89%
-$2,200 
VFC V.F. Corporation
-0.88%
-$4,833.9 
IWN iShares Russell 2000 Value ETF
-0.85%
-$5,772.75 
IBM International Business Machines Corporation
-0.85%
-$11,535.48 
FDX FedEx Corporation
-0.67%
-$3,191.96 
CAT Caterpillar Inc.
-0.66%
-$5,480.24 
CGBL Capital Group Core Balanced ETF
-0.65%
-$13,669.68 
GPN Global Payments Inc.
-0.59%
-$5,530 
GEV GE Vernova Inc.
-0.57%
-$1,404.32 
MOAT VanEck Morningstar Wide Moat Fund
-0.54%
-$2,965.2 
SFBS ServisFirst Bancshares Inc.
-0.51%
-$6,062 
RSP Invesco S&P 500 Equal Weight ETF
-0.42%
-$1,991.09 
EMR Emerson Electric Co.
-0.42%
-$983.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.38%
-$1,531.51 
AMGN Amgen Inc.
-0.35%
-$1,657.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$1,977.55 
T AT&T Inc.
-0.3%
-$4,342.52 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.28%
-$19,293.96 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.27%
-$628.25 
CMI Cummins Inc.
-0.26%
-$561.4 
JEPI JPMorgan Equity Premium Income Fund
-0.21%
-$462.72 
GLD SPDR Gold Shares
-0.18%
-$681.1 
IAU iShares Gold Trust
-0.17%
-$8,338.2 
MUB iShares National Muni Bond ETF
-0.13%
-$719.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.12%
-$475 
DIS The Walt Disney Company
-0.12%
-$1,187.81 
IEFA iShares Core MSCI EAFE ETF
-0.09%
-$627.21 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.07%
-$641.93 
UITB VictoryShares Core Intermediate Bond ETF
-0.06%
-$3,971.75 
CGCP Capital Group Core Plus Income ETF
-0.05%
-$2,878.7 
CGCB Capital Group Core Bond ETF
-0.04%
-$2,176.99 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$1,353.98 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$294.6 Events
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Dividends
Dividend Analysis
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No Data
| Trades 993 | Longs Won 647/993 65% | Profit Factor 11.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $185,890.28 |
| Average Win $76,614.44 | Best Trade (Oct 17) $2.1M | Sharpe Ratio -94.77 |
| Average Loss -$12,289.14 | Worst Trade (Oct 17) -$200,317.3 | Z-Score 7.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 5d | Expectancy $45,833.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,779 | $3.56M | $5.42M | - | $1.86M | 52.37% | +0.427% |
| ABBV AbbVie Inc. | 852 | $211,406 | $243,177.84 | - | $31,771.84 | 15.03% | +0.713% |
| ABT Abbott Laboratories | 3,991 | $417,784.28 | $418,615.99 | - | $831.71 | 0.2% | +0.201% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,820 | $960,551.96 | $936,631.6 | - | -$23,920.36 | -2.49% | -0.031% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 25,168 | $1.99M | $2.49M | - | $506,331.21 | 25.51% | -1.414% |
| AMAT Applied Materials, Inc. | 1,273 | $306,147.17 | $521,026.18 | - | $214,879.01 | 70.19% | -4.818% |
| AMGN Amgen Inc. | 1,076 | $314,650.77 | $465,359.24 | - | $150,708.47 | 47.9% | -0.355% |
| AMZN Amazon.com Inc | 8,127 | $1.65M | $2.03M | - | $380,655.21 | 23.05% | -1.868% |
| ASML ASML Holding N.V. New York Registry Shares | 268 | $219,823.64 | $439,927.37 | - | $220,103.73 | 100.13% | -0.961% |
| AVGO Broadcom Inc. | 2,534 | $724,431.56 | $833,052.5 | - | $108,620.94 | 14.99% | -4.525% |
| BAC Bank of America Corporation | 27,802 | $1.11M | $1.42M | - | $317,648.2 | 28.7% | -0.909% |
| BHP BHP Group Ltd. | 2,730 | $198,580.2 | $227,381.7 | - | $28,801.5 | 14.5% | +0.47% |
| BMY Bristol-Myers Squibb Company | 3,260 | $203,424 | $194,785 | - | -$8,639 | -4.25% | -1.354% |
| BRK-B Berkshire Hathaway Inc. | 3,191 | $1.32M | $1.7M | - | $378,690.68 | 28.7% | +1.229% |
| BSV Vanguard Short-Term Bond ETF | 2,728 | $214,482.12 | $209,046.64 | - | -$5,435.48 | -2.53% | +0.091% |
| C Citigroup Inc. | 3,916 | $251,331.53 | $486,563 | - | $235,231.47 | 93.59% | +0.844% |
| CAT Caterpillar Inc. | 1,123 | $572,769.82 | $820,643.49 | - | $247,873.67 | 43.28% | -0.663% |
| CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF | 8,150 | $477,266.46 | $613,872.67 | - | $136,606.21 | 28.62% | +1.035% |
| CDL VictoryShares US Large Cap High Dividend ETF | 14,332 | $875,007.6 | $875,007.6 | - | - | - | 0.0 |
| CFA VictoryShares US 500 Volatility Wtd ETF | 9,891 | $786,912.54 | $979,852.9 | - | $192,940.36 | 24.52% | -0.065% |
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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: ServisFirst Bancshares Inc - $926,238.26, ProAssurance Corporation - $839,365.38, VictoryShares Short-Term Bond ETF - $604,444.24, VictoryShares Core Intermediate Bond ETF - $589,779.73, and Exxon Mobil Corporation - $503,678.75. 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 - $151,143.48, Paramount Skydance Corporation Class B Common Stock - $109,617, Oracle Corporation - $91,110.65, and Novo Nordisk A/S Sponsored ADR - $86,450.33. 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 $8.62M earned over time. The largest contributors to dividend income include VictoryShares Core Intermediate Bond ETF - $576,410.51, VictoryShares Short-Term Bond ETF - $573,253.42, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $462,794.21, Capital Group Core Bond ETF - $403,026.22, and Capital Group Core Plus Income ETF - $402,423.59. 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.
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