TS
Todd Stoner Portfolio
Invests via Disciplined Investors LLC | Managed by Todd Stoner, Russell Livesay
Invests via Disciplined Investors LLC
Managed by Todd Stoner, Russell Livesay
Automatically Tracked
Veteran business executive and investor focused on growth and operational improvement across middle‑market companies. Todd Stoner brings experience in corporate finance, M&A execution and portfolio company governance, having led buyouts, restructurings and strategic transformations. Known for hands‑on operational oversight and board leadership, he has worked with PE sponsors and strategic acquirers and holds advanced training in finance and strategic management.
Veteran business executive and investor focused on growth and operational improvement across middle‑market companies. Todd Stoner brings experience in corporate finance, M&A execution and portfolio company governance, having led buyouts, restructurings and strategic transformations. Known for hands‑on operational oversight and board leadership, he has worked with PE sponsors and strategic acquirers and holds advanced training in finance and strategic management.
Investment Philosophy & Strategy
Focused on value creation through operational transformation and strategic M&A in middle‑market companies, he targets growth businesses where hands‑on governance and disciplined capital allocation can accelerate EBITDA and cash conversion. Investment style emphasizes buyouts, carve‑outs and restructurings with a multi‑year horizon, rigorous financial underwriting, and active board-level oversight. Prefers sectors with clear margin improvement levers—industrial, healthcare services and software‑enabled services—leveraging deep corporate finance, deal execution and operational turnaround expertise to de‑risk scaling.
Focused on value creation through operational transformation and strategic M&A in middle‑market companies, he targets growth businesses where hands‑on governance and disciplined capital allocation can accelerate EBITDA and cash conversion. Investment style emphasizes buyouts, carve‑outs and restructurings with a multi‑year horizon, rigorous financial underwriting, and active board-level oversight. Prefers sectors with clear margin improvement levers—industrial, healthcare services and software‑enabled services—leveraging deep corporate finance, deal execution and operational turnaround expertise to de‑risk scaling.
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:
38.63%
Gain +0.24%
Monthly
1.53%
Yearly
20%
Drawdown
16.72%
$200.31M
Equity
Holdings
$200.31M
Investment
$164.12M
$39.33M
Profit +$314,956.06
Realized
$3.14M
Unrealized
$36.19M
Dividends
$4.63M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$314,956.06
Win %
78%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$507,748.13
Win %
78%
This Month
Compared to last month
Gain
1.17%
Profit
$2.32M
Win %
78%
This Year
Compared to last year
Gain
1.01%
Profit
$2.01M
Win %
77%
NUE Nucor Corporation
+2.66%
+$20,310 
GE General Electric Company
+2.31%
+$8,834.4 
LMT Lockheed Martin Corporation
+2.24%
+$9,404.64 
RTX RTX Corporation
+2.11%
+$10,992.6 
OKE ONEOK, Inc.
+2.11%
+$4,753.99 
SHEL Shell plc
+1.87%
+$5,044 
KMI Kinder Morgan, Inc.
+1.86%
+$4,662.84 
JPM JPMorgan Chase & Co.
+1.8%
+$39,740.47 
TSLA Tesla, Inc.
+1.68%
+$7,917 
KO The Coca-Cola Company
+1.47%
+$5,907.8 
PG Procter & Gamble Co
+1.47%
+$8,720.24 
MLPX Global X MLP & Energy Infrastructure ETF
+1.46%
+$6,923.28 
MO Altria Group, Inc.
+1.35%
+$17,026.44 
JNJ Johnson & Johnson
+1.33%
+$6,394.96 
FCNCA First Citizens BancShares, Inc.
+1.33%
+$17,931.09 
HBAN Huntington Bancshares Incorporated
+1.3%
+$36,803.8 
CVX Chevron Corporation
+1.26%
+$3,637.67 
CQP Cheniere Energy Partners L.P.
+1.22%
+$6,448.6 
IDV iShares International Select Dividend ETF
+1.19%
+$173,338.73 
LNG Cheniere Energy Inc.
+1.18%
+$2,798.41 
VDE Vanguard Energy ETF
+1.18%
+$5,897.31 
MRK Merck & Co., Inc.
+1.16%
+$3,084.48 
HD The Home Depot, Inc.
+1.14%
+$3,920.01 
ET Energy Transfer L.P.
+1.13%
+$3,672 
LLY Eli Lilly and Company
+1.12%
+$7,783.48 
NKE Nike, Inc. - Class B
+1.12%
+$9,296 
XLE Energy Select Sector SPDR Fund
+1.07%
+$3,632.91 
RIO Rio Tinto Plc Sponsored ADR
+1.06%
+$8,011.49 
XLU Utilities Select Sector SPDR Fund
+1.04%
+$12,314.85 
WMT Walmart Inc.
+0.97%
+$27,067.02 
AAPL Apple Inc.
+0.94%
+$45,228.12 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$30,933.7 
TOL Toll Brothers Inc
+0.93%
+$3,061.56 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.92%
+$12,894.76 
VGK Vanguard FTSE Europe ETF
+0.92%
+$1,836 
DFAI Dimensional International Core Equity Market ETF
+0.9%
+$2,658.75 
XLF Financial Select Sector SPDR Fund
+0.86%
+$5,021.23 
GEV GE Vernova Inc.
+0.85%
+$6,099.12 
CRK Comstock Resources Inc.
+0.81%
+$13,666.18 
COST Costco Wholesale Corporation
+0.8%
+$15,675.64 
GS The Goldman Sachs Group, Inc.
+0.8%
+$12,286.03 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$12,345.84 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.73%
+$2,090 
DFSV Dimensional US Small Cap Value ETF
+0.73%
+$44,941.4 
XOM Exxon Mobil Corporation
+0.73%
+$8,935.27 
ABBV AbbVie Inc.
+0.72%
+$3,058.61 
AMLP Alerian MLP ETF
+0.72%
+$6,979.87 
VYMI Vanguard International High Dividend Yield Index Fund
+0.72%
+$4,995.06 
V Visa Inc. Class A
+0.72%
+$5,111.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$2,028 
SCHF Schwab International Equity ETF
+0.69%
+$2,667.33 
PSX Phillips 66
+0.65%
+$4,299.54 
DFAT Dimensional US Targeted Value ETF
+0.65%
+$2,134.88 
DCOR Dimensional US Core Equity 1 ETF
+0.62%
+$1,352 
VYM Vanguard High Dividend Yield ETF
+0.61%
+$23,279.1 
VCR Vanguard Consumer Discretionary ETF
+0.6%
+$1,873.15 
MGV Vanguard Mega Cap Value ETF
+0.56%
+$1,177.16 
VTV Vanguard Value ETF
+0.55%
+$12,178.95 
CI The Cigna Group
+0.54%
+$1,419.12 
DFLV Dimensional US Large Cap Value ETF
+0.52%
+$18,351.33 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$1,716.16 
DFUV Dimensional US Marketwide Value ETF
+0.47%
+$1,447.96 
CAT Caterpillar Inc.
+0.45%
+$8,688.69 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$2,245.07 
ADP Automatic Data Processing Inc.
+0.42%
+$1,353.52 
T AT&T Inc.
+0.38%
+$1,224.45 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.38%
+$4,339.02 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$6,967.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$26,626.5 
PYPL PayPal Holdings Inc
+0.35%
+$1,060 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$783 
UNP Union Pacific Corporation
+0.33%
+$778.57 
IAU iShares Gold Trust
+0.33%
+$3,102.32 
AVSC Avantis U.S. Small Cap Equity ETF
+0.32%
+$4,874.4 
GLD SPDR Gold Shares
+0.31%
+$7,589.88 
CB Chubb Limited
+0.28%
+$4,324.96 
VIK Viking Holdings Ltd
+0.28%
+$1,222 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.27%
+$10,749.43 
VEU Vanguard FTSE All-World ex-US ETF
+0.26%
+$14,427.21 
RSP Invesco S&P 500 Equal Weight ETF
+0.24%
+$2,308.74 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$448.8 
XLV Health Care Select Sector SPDR Fund
+0.17%
+$768 
DFAS Dimensional U.S. Small Cap ETF
+0.14%
+$337.48 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$2,244.53 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$493.2 
VO Vanguard Mid-Cap ETF
+0.1%
+$363.28 
VSGX Vanguard ESG International Stock ETF
+0.09%
+$206.93 
AAL American Airlines Group Inc.
+0.08%
+$260.01 
UEC Uranium Energy Corp.
+0.06%
+$445 
DFGP Dimensional Global Core Fixed Income Fund
+0.05%
+$2,103.43 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
+0.04%
+$131.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.03%
+$425.82 
VT Vanguard Total World Stock ETF
+0.01%
+$26.59 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-4.66%
-$7,891.45 
PANW Palo Alto Networks, Inc.
-3.97%
-$20,654.13 
MSTR Strategy Inc.
-3.69%
-$49,918.61 
MU Micron Technology, Inc.
-3.68%
-$7,704 
INTC Intel Corporation
-2.56%
-$75,757.12 
GLW Corning Incorporated
-2.26%
-$6,532.29 
LRCX Lam Research Corporation
-2.21%
-$4,910.12 
UNH UnitedHealth Group Incorporated
-1.96%
-$7,665.49 
AVGO Broadcom Inc.
-1.78%
-$10,581.46 
AMAT Applied Materials, Inc.
-1.74%
-$3,431.6 
RYT Invesco S&P 500 Equal Weight ETF
-1.72%
-$8,792 
NOW ServiceNow, Inc.
-1.66%
-$31,122.13 
XSW SPDR S&P Software & Services ETF
-1.5%
-$7,576.8 
AIQ Global X Artificial Intelligence & Technology ETF
-1.45%
-$4,161.73 
META Meta Platforms Inc Class A
-1.39%
-$6,261.63 
GOOGL Alphabet Inc
-1.31%
-$28,242.27 
CSCO Cisco Systems, Inc.
-1.24%
-$4,201.04 
XLK State Street Technology Select Sector SPDR ETF
-1.23%
-$64,665.36 
GOOG Alphabet Inc
-1.18%
-$12,039.06 
RANI Rani Therapeutics Holdings Inc.
-1.16%
-$96.38 
VGT Vanguard Information Technology ETF
-1.16%
-$4,535.48 
SPMO Invesco S&P 500 Momentum ETF
-0.95%
-$5,607.25 
BTDR Bitdeer Technologies Group
-0.95%
-$1,449.6 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$9,078.96 
IWF iShares Russell 1000 Growth ETF
-0.72%
-$4,270.22 
SCHE Schwab Emerging Markets Equity ETF
-0.69%
-$10,098.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$10,328.02 
MSFT Microsoft Corp.
-0.56%
-$23,796.1 
VUG Vanguard Growth ETF
-0.56%
-$80,983.32 
XLC Communication Services Select Sector SPDR Fund
-0.56%
-$2,921.31 
AMZN Amazon.com Inc
-0.52%
-$15,791.6 
HCA HCA Healthcare Inc.
-0.52%
-$9,370.24 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.41%
-$580 
NVDA NVIDIA Corporation
-0.37%
-$5,440.98 
GILD Gilead Sciences Inc.
-0.34%
-$1,614.38 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.29%
-$5,523.44 
IBM International Business Machines Corporation
-0.23%
-$1,618.62 
ESGV Vanguard ESG U.S. Stock ETF
-0.21%
-$719.18 
MGC Vanguard Mega Cap ETF
-0.19%
-$1,044.63 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$16,383.35 
SPHQ Invesco S&P 500 Quality ETF
-0.15%
-$3,014.7 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$1,206.64 
DFUS Dimensional U.S. Equity Market ETF
-0.12%
-$335.37 
VB Vanguard Small-Cap ETF
-0.12%
-$455.73 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$1,752.2 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$218.28 
VHT Vanguard Health Care ETF
-0.07%
-$717.22 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$1,490.89 
VOO Vanguard S&P 500 ETF
-0.07%
-$3,512.78 
BX Blackstone Inc.
-0.06%
-$260.54 
ELV Elevance Health, Inc.
-0.04%
-$118.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 765 | Longs Won 574/765 75% | Profit Factor 7.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $208,818.25 |
| Average Win $79,473.02 | Best Trade (Oct 16) $2.71M | Sharpe Ratio -13.12 |
| Average Loss -$32,938.16 | Worst Trade (Oct 16) -$872,169.06 | Z-Score 20.56 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $51,406.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 26,001 | $286,581 | $319,552.29 | - | $32,971.29 | 11.51% | +0.081% |
| AAPL Apple Inc. | 14,046 | $3.51M | $4.85M | - | $1.34M | 38.28% | +0.942% |
| ABBV AbbVie Inc. | 1,492 | $278,633.24 | $425,891.4 | - | $147,258.16 | 52.85% | +0.723% |
| ADP Automatic Data Processing Inc. | 1,114 | $320,657.62 | $319,567.61 | - | -$1,090.01 | -0.34% | +0.425% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,475 | $221,020 | $282,641 | - | $61,621 | 27.88% | -1.451% |
| AMAT Applied Materials, Inc. | 460 | $332,580 | $194,373 | - | -$138,207 | -41.56% | -1.735% |
| AMLP Alerian MLP ETF | 18,613 | $930,718.05 | $973,180.7 | - | $42,462.65 | 4.56% | +0.722% |
| AMZN Amazon.com Inc | 11,829 | $2.58M | $3M | - | $414,927.56 | 16.06% | -0.524% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 8,731 | $249,543.8 | $239,622.29 | - | -$9,921.51 | -3.98% | -0.091% |
| AVGO Broadcom Inc. | 1,729 | $428,232.37 | $584,765.09 | - | $156,532.72 | 36.55% | -1.777% |
| AVSC Avantis U.S. Small Cap Equity ETF | 21,664 | $1.2M | $1.52M | - | $317,121.86 | 26.38% | +0.322% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 11,000 | $106,920 | $287,540 | - | $180,620 | 168.93% | +0.732% |
| BND Vanguard Total Bond Market Index Fund | 22,764 | $1.66M | $1.61M | - | -$48,088.42 | -2.89% | +0.139% |
| BRK-B Berkshire Hathaway Inc. | 6,313 | $2.87M | $3.35M | - | $480,956.59 | 16.77% | +0.932% |
| BTDR Bitdeer Technologies Group | 18,120 | $315,831.6 | $150,667.8 | - | -$165,163.8 | -52.29% | -0.953% |
| BX Blackstone Inc. | 3,722 | $560,457.29 | $406,181.86 | - | -$154,275.43 | -27.53% | -0.064% |
| CAT Caterpillar Inc. | 2,649 | $1.36M | $1.96M | - | $594,983.34 | 43.67% | +0.446% |
| CB Chubb Limited | 4,325 | $1.32M | $1.53M | - | $213,940.67 | 16.25% | +0.283% |
| CI The Cigna Group | 876 | $247,504.29 | $263,176.68 | - | $15,672.39 | 6.33% | +0.542% |
| COST Costco Wholesale Corporation | 2,002 | $1.85M | $1.97M | - | $122,233.71 | 6.6% | +0.801% |
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FAQ
Which stocks have generated the highest profits for Todd Stoner?
The largest contributions to the portfolio's profits come from the following stocks: iShares International Select Dividend ETF - $997,911.55, Cadence Bank - $714,014.02, Caterpillar Inc - $680,940.45, The Goldman Sachs Group, Inc - $496,966.56, and Dell Technologies Inc - $463,621.68. 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: Strategy Inc - $1.1M, Novo Nordisk A/S Sponsored ADR - $260,094.92, Sleep Number Corporation - $98,506.62, BRC Inc - $90,030, and Accenture plc Class A - $86,258.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd Stoner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.63M earned over time. The largest contributors to dividend income include iShares International Select Dividend ETF - $997,911.55, Vanguard FTSE All-World ex-US ETF - $200,691.38, Dimensional Global Core Fixed Income Fund - $185,428.89, Vanguard Total International Stock Index Fund Investor Shares - $172,081.19, and Vanguard High Dividend Yield ETF - $148,144.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Stoner's monthly returns?
Todd Stoner'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 Todd Stoner's strategy be considered aggressive or moderate?
Todd Stoner'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 Todd Stoner's strategy?
Todd Stoner'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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