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:
40.46%
Gain +0.24%
Monthly
1.71%
Yearly
22.62%
Drawdown
16.72%
$202.24M
Equity
Holdings
$202.24M
Investment
$164.12M
$41.26M
Profit +$392,512.93
Realized
$3.14M
Unrealized
$38.12M
Dividends
$3.98M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$392,512.93
Win %
82%
This Week
Compared To Last Week
Gain
0.19%
Profit
$392,512.93
Win %
82%
This Month
Compared to last month
Gain
2.63%
Profit
$5.17M
Win %
82%
This Year
Compared to last year
Gain
1.98%
Profit
$3.94M
Win %
80%
TOL Toll Brothers Inc
+1.94%
+$7,184.79 
AAL American Airlines Group Inc.
+1.93%
+$7,540.29 
HBAN Huntington Bancshares Incorporated
+0.97%
+$31,283.23 
GLW Corning Incorporated
+0.91%
+$2,984.43 
CVX Chevron Corporation
+0.9%
+$2,306.5 
META Meta Platforms Inc Class A
+0.71%
+$2,562.01 
TSLA Tesla, Inc.
+0.58%
+$2,509 
MLPX Global X MLP & Energy Infrastructure ETF
+0.2%
+$998.55 
INTC Intel Corporation
+0.2%
+$5,899.12 
NOW ServiceNow, Inc.
+0.08%
+$1,260 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
0%
$0 
BTDR Bitdeer Technologies Group
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.05 
CB Chubb Limited
0%
+$0.04 
CI The Cigna Group
0%
+$0.01 
COST Costco Wholesale Corporation
0%
$0 
CQP Cheniere Energy Partners L.P.
0%
$0 
CRK Comstock Resources Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
GE General Electric Company
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
+$0.01 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.02 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.02 
LRCX Lam Research Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MSTR Strategy Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NUE Nucor Corporation
0%
+$0.03 
OKE ONEOK, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.01 
PG Procter & Gamble Co
0%
$0 
PSX Phillips 66
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RTX RTX Corporation
0%
$0 
SHEL Shell plc
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UEC Uranium Energy Corp.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.01 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
V Visa Inc. Class A
0%
-$0.02 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.07 
AIQ Global X Artificial Intelligence & Technology ETF
0%
$0 
AMLP Alerian MLP ETF
0%
+$0.02 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
AVSC Avantis U.S. Small Cap Equity ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFLV Dimensional US Large Cap Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DCOR Dimensional US Core Equity 1 ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VDE Vanguard Energy ETF
0%
-$0.02 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.14 
VGK Vanguard FTSE Europe ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.02 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.05 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.04 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.28 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XSW SPDR S&P Software & Services ETF
0%
$0 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
VIK Viking Holdings Ltd
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
MYI BlackRock MuniYield Quality Fund III, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$84,419.1 
AMZN Amazon.com Inc
-2.09%
-$68,844.73 
AAPL Apple Inc.
-1.09%
-$47,054.1 
MO Altria Group, Inc.
-0.78%
-$8,727.12 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$3,504.16 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$6,948.19 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$570.92 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.06%
-$199.5 
NVDA NVIDIA Corporation
-0.02%
-$342.2 
RANI Rani Therapeutics Holdings Inc.
-0.01%
-$1.22 
ADP Automatic Data Processing Inc.
0%
-$5.56 Events
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Dividends
Dividend Analysis
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| Trades 765 | Longs Won 594/765 77% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,865.98 |
| Average Win $79,626 | Best Trade (Aug 20) $3.07M | Sharpe Ratio -13.12 |
| Average Loss -$35,331 | Worst Trade (Aug 31) -$936,788.02 | Z-Score 26.48 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $53,929.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,714 | 5,143 | 4,571 | 4,000 | 3,429 | 2,857 | 2,286 | 1,714 | 1,143 | 571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 26,001 | $286,581 | $397,555.29 | - | $110,974.29 | 38.72% | +1.933% |
| AAPL Apple Inc. | 14,046 | $3.51M | $4.28M | - | $776,253.24 | 22.14% | -1.087% |
| ABBV AbbVie Inc. | 1,492 | $278,633.24 | $369,971.24 | - | $91,338 | 32.78% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,114 | $320,657.62 | $304,873.95 | - | -$15,783.67 | -4.92% | -0.002% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,475 | $221,020 | $284,207.25 | - | $63,187.25 | 28.59% | 0.0 |
| AMAT Applied Materials, Inc. | 460 | $332,580 | $240,175.2 | - | -$92,404.8 | -27.78% | 0.0 |
| AMLP Alerian MLP ETF | 18,613 | $930,718.05 | $1.02M | - | $93,927.6 | 10.09% | 0.0 |
| AMZN Amazon.com Inc | 11,829 | $2.58M | $3.22M | - | $637,845.07 | 24.7% | -2.093% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 8,731 | $249,543.8 | $252,849.76 | - | $3,305.96 | 1.32% | 0.0 |
| AVGO Broadcom Inc. | 1,729 | $428,232.37 | $730,329.6 | - | $302,097.23 | 70.55% | 0.0 |
| AVSC Avantis U.S. Small Cap Equity ETF | 21,664 | $1.2M | $1.6M | - | $400,203.3 | 33.29% | 0.0 |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 11,000 | $106,920 | $311,850 | - | $204,930 | 191.67% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 22,764 | $1.66M | $1.64M | - | -$19,829.19 | -1.19% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 6,313 | $2.87M | $3.34M | - | $473,633.51 | 16.51% | 0.0 |
| BTDR Bitdeer Technologies Group | 18,120 | $315,831.6 | $157,553.4 | - | -$158,278.2 | -50.11% | 0.0 |
| BX Blackstone Inc. | 3,722 | $560,457.29 | $527,258.52 | - | -$33,198.77 | -5.92% | 0.0 |
| CAT Caterpillar Inc. | 2,649 | $1.36M | $2.22M | - | $856,333.68 | 62.85% | 0.0 |
| CB Chubb Limited | 4,325 | $1.32M | $1.51M | - | $190,196.42 | 14.45% | 0.0 |
| CI The Cigna Group | 876 | $247,504.29 | $243,878.4 | - | -$3,625.89 | -1.46% | 0.0 |
| COST Costco Wholesale Corporation | 2,002 | $1.85M | $1.91M | - | $55,987.53 | 3.02% | 0.0 |
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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 - $816,060.35, Cadence Bank - $714,014.02, Caterpillar Inc - $680,940.45, The Goldman Sachs Group, Inc - $488,326.56, 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 $3.98M earned over time. The largest contributors to dividend income include iShares International Select Dividend ETF - $816,060.35, Vanguard FTSE All-World ex-US ETF - $187,171.02, Dimensional Global Core Fixed Income Fund - $180,637.54, Vanguard Total International Stock Index Fund Investor Shares - $158,444.93, and Vanguard High Dividend Yield ETF - $126,968.39. 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.
