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:
1.94%
Gain
Monthly
0.08%
Yearly
0.94%
Drawdown
24.92%
$214.38M
Equity
Holdings
$214.38M
Investment
$171.74M
$45.29M
Profit -$1.46M
Realized
$2.65M
Unrealized
$42.64M
Dividends
$7.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.46M
Win %
74%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$2.26M
Win %
74%
This Month
Compared to last month
Gain
-0.8%
Profit
-$1.73M
Win %
74%
This Year
Compared to last year
Gain
8.02%
Profit
$15.91M
Win %
74%
HUM Humana Inc.
+2.8%
+$30,501.58 
CSCO Cisco Systems, Inc.
+2.57%
+$30,667.5 
NOC Northrop Grumman Corporation
+1.68%
+$9,225.37 
CVX Chevron Corporation
+1.58%
+$6,288.51 
COP ConocoPhillips
+1.47%
+$2,859.84 
JNJ Johnson & Johnson
+1.37%
+$14,340.79 
XOM Exxon Mobil Corporation
+1.32%
+$30,529.92 
ABT Abbott Laboratories
+1.3%
+$5,180.64 
BRCC BRC Inc.
+1.27%
+$290.82 
IAU iShares Gold Trust
+0.84%
+$37,728.75 
GLD SPDR Gold Shares
+0.82%
+$2,928.73 
CAT Caterpillar Inc.
+0.75%
+$5,904.64 
LLY Eli Lilly and Company
+0.61%
+$6,406.11 
BMY Bristol-Myers Squibb Company
+0.45%
+$1,052.97 
BHP BHP Group Ltd.
+0.31%
+$700 
TIP iShares TIPS Bond ETF
+0.31%
+$1,351.72 
GL Globe Life Inc.
+0.24%
+$9,624.84 
AAPL Apple Inc.
+0.2%
+$9,250.01 
UCBI United Community Banks, Inc.
+0.2%
+$955.64 
QCOM QUALCOMM Incorporated
+0.16%
+$999.32 
CGCB Capital Group Core Bond ETF
+0.13%
+$7,803.28 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.13%
+$333.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$1,085.59 
UITB VictoryShares Core Intermediate Bond ETF
+0.1%
+$6,477.48 
CGCP Capital Group Core Plus Income ETF
+0.07%
+$3,972.3 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,811.63 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$54.56 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$51.16 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$69.8 
FLTR VanEck IG Floating Rate ETF
+0.02%
+$646.26 
USTB VictoryShares Short-Term Bond ETF
+0.02%
+$1,313.03 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.01%
+$114.23 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$16.41 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
PRA ProAssurance Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.73%
-$37,591.81 
AMAT Applied Materials, Inc.
-5%
-$34,797.64 
UPXI Upexi, Inc.
-4.25%
-$392.7 
KO The Coca-Cola Company
-4.14%
-$80,191.21 
VFC V.F. Corporation
-3.63%
-$20,462.87 
IBM International Business Machines Corporation
-3.45%
-$38,686.22 
META Meta Platforms Inc Class A
-2.83%
-$95,320.68 
SBUX Starbucks Corporation
-2.73%
-$14,237.6 
LRCX Lam Research Corporation
-2.61%
-$13,424 
GOOGL Alphabet Inc
-2.57%
-$157,580.29 
DIS The Walt Disney Company
-2.44%
-$23,335.29 
TSLA Tesla, Inc.
-2.39%
-$32,881.68 
HD The Home Depot, Inc.
-2.35%
-$23,799.24 
RF Regions Financial Corporation
-2.33%
-$79,198.74 
GPN Global Payments Inc.
-2.3%
-$20,461 
MCD McDonald's Corporation
-2.1%
-$7,875.27 
SFBS ServisFirst Bancshares Inc.
-2.07%
-$29,563.65 
AMGN Amgen Inc.
-2.04%
-$8,813.76 
NVDA NVIDIA Corporation
-1.98%
-$35,742.89 
PEP PepsiCo, Inc.
-1.89%
-$8,439.67 
C Citigroup Inc.
-1.79%
-$9,215.8 
MSFT Microsoft Corp.
-1.49%
-$50,511.54 
UBER Uber Technologies, Inc.
-1.47%
-$8,797.47 
INTC Intel Corporation
-1.44%
-$6,910.4 
FDX FedEx Corporation
-1.38%
-$7,049.58 
CGGR Capital Group Growth ETF
-1.35%
-$127,087.6 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$6,273.86 
VUG Vanguard Growth ETF
-1.32%
-$6,026.04 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$7,434 
XYL Xylem Inc.
-1.26%
-$5,913.94 
PG Procter & Gamble Co
-1.22%
-$10,944.5 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$46,061.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.17%
-$4,450 
MOAT VanEck Morningstar Wide Moat Fund
-1.13%
-$6,060.96 
MGEE Mge Energy Inc.
-1.07%
-$2,494.8 
IWN iShares Russell 2000 Value ETF
-1.06%
-$7,643.25 
PLTR Palantir Technologies Inc.
-1.05%
-$5,480.67 
SHOP Shopify Inc.
-0.94%
-$2,082.7 
CGUS Capital Group Core Equity ETF
-0.93%
-$7,631.44 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.9%
-$26,168.31 
CGDV Capital Group Dividend Value ETF
-0.89%
-$104,801.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.88%
-$27,944.72 
VOO Vanguard S&P 500 ETF
-0.87%
-$15,169.21 
WFC Wells Fargo & Company
-0.86%
-$7,198.72 
IVV iShares Core S&P 500 ETF
-0.86%
-$50,655.71 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$12,018.75 
AMZN Amazon.com Inc
-0.84%
-$15,834.08 
XLF Financial Select Sector SPDR Fund
-0.83%
-$3,105.76 
DUK Duke Energy Corporation
-0.81%
-$6,863.43 
COST Costco Wholesale Corporation
-0.8%
-$2,687.35 
T AT&T Inc.
-0.77%
-$10,886.29 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$4,917.78 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$3,500.8 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$3,628.7 
SCHW Charles Schwab Corporation
-0.71%
-$3,585.03 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.7%
-$1,810 
JEPI JPMorgan Equity Premium Income Fund
-0.7%
-$1,917.2 
D Dominion Energy, Inc.
-0.66%
-$1,651.11 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.65%
-$2,675.86 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$37,601.85 
IJH iShares Core S&P Mid-Cap ETF
-0.65%
-$10,537.45 
VB Vanguard Small-Cap ETF
-0.64%
-$2,373.12 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,478.88 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.64%
-$4,045.29 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.64%
-$27,267.05 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.61%
-$5,985.27 
NEE NextEra Energy, Inc.
-0.59%
-$3,894.45 
CDL VictoryShares US Large Cap High Dividend ETF
-0.59%
-$6,981.85 
XLU Utilities Select Sector SPDR Fund
-0.56%
-$4,384.98 
LMT Lockheed Martin Corporation
-0.56%
-$3,346.32 
BAC Bank of America Corporation
-0.55%
-$9,441.46 
DGRO iShares Core Dividend Growth ETF
-0.55%
-$29,523.05 
CGGO Capital Group Global Growth Equity ETF
-0.53%
-$32,182.71 
SPLV Invesco S&P 500 Low Volatility ETF
-0.53%
-$1,480.92 
SO The Southern Company
-0.52%
-$8,804 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.51%
-$30,472.5 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$18,216.01 
DVY iShares Select Dividend ETF
-0.47%
-$2,489 
CGBL Capital Group Core Balanced ETF
-0.44%
-$7,092.69 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$6,229.53 
VZ Verizon Communications Inc.
-0.39%
-$4,068.27 
WMT Walmart Inc.
-0.38%
-$8,955.32 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$10,217.02 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$695.95 
VOE Vanguard Mid-Cap Value ETF
-0.29%
-$1,355.82 
JPM JPMorgan Chase & Co.
-0.29%
-$4,700.52 
AVGO Broadcom Inc.
-0.28%
-$2,448.6 
DE Deere & Company
-0.28%
-$989.96 
VTV Vanguard Value ETF
-0.25%
-$689.03 
MRK Merck & Co., Inc.
-0.14%
-$798.3 
PFE Pfizer Inc.
-0.1%
-$197.25 
MUB iShares National Muni Bond ETF
-0.08%
-$518.08 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$336.37 
CGMU Capital Group Municipal Income ETF
-0.02%
-$301.05 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$261.36 Events
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Dividends
Dividend Analysis
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| Trades 795 | Longs Won 560/795 70% | Profit Factor 18.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $210,425.91 |
| Average Win $85,625.35 | Best Trade (Jul 15) $2.42M | Sharpe Ratio -11.55 |
| Average Loss -$11,327.62 | Worst Trade (Jul 15) -$346,449.97 | Z-Score 10.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $56,966.3 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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Returns
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