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:
2.06%
Gain
Monthly
0.11%
Yearly
1.33%
Drawdown
26.27%
$183.17M
Equity
Holdings
$183.17M
Investment
$148.81M
$36.51M
Profit -$1.18M
Realized
$2.15M
Unrealized
$34.36M
Dividends
$3.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.18M
Win %
81%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.4M
Win %
81%
This Month
Compared to last month
Gain
-0.43%
Profit
-$791,413.93
Win %
81%
This Year
Compared to last year
Gain
9.76%
Profit
$16.28M
Win %
82%
RANI Rani Therapeutics Holdings Inc.
+4.21%
+$344.04 
CB Chubb Limited
+3.03%
+$45,055.65 
PANW Palo Alto Networks, Inc.
+2.79%
+$14,235.19 
GE General Electric Company
+2.44%
+$9,256.14 
BE Bloom Energy Corporation
+2.17%
+$7,862.2 
SHEL Shell plc
+2.02%
+$4,440.14 
JNJ Johnson & Johnson
+1.98%
+$9,835.66 
MO Altria Group, Inc.
+1.98%
+$24,856.89 
CSCO Cisco Systems, Inc.
+1.93%
+$7,288.56 
PSX Phillips 66
+1.91%
+$8,866.52 
ABBV AbbVie Inc.
+1.87%
+$6,863.92 
CVE Cenovus Energy Inc.
+1.82%
+$3,747.64 
CI The Cigna Group
+1.73%
+$4,292.4 
GILD Gilead Sciences Inc.
+1.67%
+$6,939.42 
LMT Lockheed Martin Corporation
+1.44%
+$5,642.37 
T AT&T Inc.
+1.32%
+$3,963.14 
RTX RTX Corporation
+1.28%
+$5,374.23 
XOM Exxon Mobil Corporation
+1.28%
+$13,695.88 
UNH UnitedHealth Group Incorporated
+1.28%
+$6,210.35 
CVX Chevron Corporation
+1.24%
+$2,207.04 
LLY Eli Lilly and Company
+1.02%
+$6,674.45 
WMT Walmart Inc.
+1.01%
+$26,205.56 
XLE Energy Select Sector SPDR Fund
+0.83%
+$2,415.85 
OKE ONEOK, Inc.
+0.8%
+$1,876.64 
ET Energy Transfer L.P.
+0.74%
+$2,507.1 
VDE Vanguard Energy ETF
+0.74%
+$3,203.48 
IAU iShares Gold Trust
+0.69%
+$5,083 
GLD SPDR Gold Shares
+0.69%
+$16,447.46 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$20,285.21 
MAIN Main Street Capital Corporation
+0.61%
+$2,801.6 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$6,753.18 
JPM JPMorgan Chase & Co.
+0.57%
+$13,132.02 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$2,252.77 
VHT Vanguard Health Care ETF
+0.48%
+$4,517.21 
PG Procter & Gamble Co
+0.47%
+$2,859.84 
IDV iShares International Select Dividend ETF
+0.42%
+$54,604.26 
AMLP Alerian MLP ETF
+0.38%
+$4,054.49 
LNG Cheniere Energy Inc.
+0.36%
+$797.12 
DFLV Dimensional US Large Cap Value ETF
+0.28%
+$6,490.99 
GEV GE Vernova Inc.
+0.27%
+$1,858.68 
MLPX Global X MLP & Energy Infrastructure ETF
+0.26%
+$1,326.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$3,648 
VTV Vanguard Value ETF
+0.24%
+$5,036.06 
NUE Nucor Corporation
+0.21%
+$1,504.5 
CQP Cheniere Energy Partners L.P.
+0.19%
+$1,017.84 
COST Costco Wholesale Corporation
+0.18%
+$3,503.46 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$1,465.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$639.34 
AAPL Apple Inc.
+0.15%
+$7,602.42 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$4,770.76 
KMI Kinder Morgan, Inc.
+0.12%
+$313.08 
DFUV Dimensional US Marketwide Value ETF
+0.01%
+$27.59 
DFGP Dimensional Global Core Fixed Income Fund
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SNBR Sleep Number Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMC AMC Entertainment Holdings, Inc.
-7.03%
-$12,333.5 
META Meta Platforms Inc Class A
-5.47%
-$24,592.89 
INTC Intel Corporation
-4.21%
-$50,477.76 
AAL American Airlines Group Inc.
-3.24%
-$12,625.5 
GLW Corning Incorporated
-3.19%
-$10,736.3 
TSLA Tesla, Inc.
-2.85%
-$15,919.06 
MSFT Microsoft Corp.
-2.73%
-$65,055.3 
GOOGL Alphabet Inc
-2.33%
-$53,258.8 
GOOG Alphabet Inc
-2.32%
-$27,535.6 
LIFE Ethos Technologies Inc.
-2.18%
-$10,100 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.16%
-$6,105 
KO The Coca-Cola Company
-2.15%
-$9,032.88 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$29,613.48 
XLC Communication Services Select Sector SPDR Fund
-2.04%
-$10,995.34 
V Visa Inc. Class A
-1.98%
-$13,236.18 
SCHE Schwab Emerging Markets Equity ETF
-1.96%
-$28,284.6 
NVDA NVIDIA Corporation
-1.96%
-$29,686.58 
AIQ Global X Artificial Intelligence & Technology ETF
-1.94%
-$5,146.25 
VUG Vanguard Growth ETF
-1.75%
-$190,680.93 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$10,080 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$16,688.54 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$82,441.76 
TOL Toll Brothers Inc
-1.71%
-$6,627.85 
GS The Goldman Sachs Group, Inc.
-1.7%
-$48,132.78 
NVO Novo Nordisk A/S Sponsored ADR
-1.69%
-$17,602.71 
AVGO Broadcom Inc.
-1.54%
-$11,863.12 
MSTR Strategy Inc.
-1.53%
-$22,229.28 
VGT Vanguard Information Technology ETF
-1.52%
-$5,149.81 
HCA HCA Healthcare Inc.
-1.49%
-$22,314.2 
SPHQ Invesco S&P 500 Quality ETF
-1.2%
-$23,769.75 
ESGV Vanguard ESG U.S. Stock ETF
-1.15%
-$3,676.59 
BX Blackstone Inc.
-1.12%
-$6,367.68 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$62,297.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$64,138.38 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.1%
-$18,755.56 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.09%
-$12,357.58 
SAIL SailPoint, Inc.
-1.07%
-$3,230 
VIK Viking Holdings Ltd
-1%
-$5,122 
MGC Vanguard Mega Cap ETF
-1%
-$5,395.04 
RIO Rio Tinto Plc Sponsored ADR
-0.99%
-$13,376.11 
NKE Nike, Inc. - Class B
-0.96%
-$8,669.66 
VT Vanguard Total World Stock ETF
-0.96%
-$3,829.5 
VCR Vanguard Consumer Discretionary ETF
-0.94%
-$3,528.58 
NOW ServiceNow, Inc.
-0.92%
-$8,703.36 
SCHX Schwab U.S. Large-Cap ETF
-0.91%
-$8,111.61 
SCHB Schwab U.S. Broad Market ETF
-0.9%
-$86,561.77 
DFUS Dimensional U.S. Equity Market ETF
-0.88%
-$2,295.36 
VOO Vanguard S&P 500 ETF
-0.87%
-$37,239.83 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$18,118.05 
ADP Automatic Data Processing Inc.
-0.83%
-$2,423.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$15,562.6 
SCHF Schwab International Equity ETF
-0.79%
-$3,125.67 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.77%
-$14,262.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$2,222.39 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$30,940.24 
GPIX S&P 500 Core Premium Income Fund
-0.72%
-$1,935.6 
AVSC Avantis U.S. Small Cap Equity ETF
-0.71%
-$11,121.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.68%
-$8,646.14 
DFSV Dimensional US Small Cap Value ETF
-0.68%
-$38,564.91 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$1,652.4 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,889.45 
VB Vanguard Small-Cap ETF
-0.6%
-$2,447.72 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$1,743.84 
AMZN Amazon.com Inc
-0.46%
-$14,156.5 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.44%
-$7,565.22 
HBAN Huntington Bancshares Incorporated
-0.43%
-$13,873.92 
DELL Dell Technologies Inc.
-0.43%
-$2,889.12 
XLF Financial Select Sector SPDR Fund
-0.38%
-$2,272.76 
PEP PepsiCo, Inc.
-0.37%
-$798.76 
NEM Newmont Corporation
-0.35%
-$635.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$3,390.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.33%
-$2,235.09 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.32%
-$507.5 
CRK Comstock Resources Inc.
-0.3%
-$4,633.6 
HD The Home Depot, Inc.
-0.29%
-$1,216.86 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$612.48 
MCD McDonald's Corporation
-0.23%
-$473.04 
VO Vanguard Mid-Cap ETF
-0.22%
-$793.1 
CAT Caterpillar Inc.
-0.21%
-$6,771.87 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$953.1 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.13%
-$458.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.07%
-$260.12 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.02%
-$43.66 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 634 | Longs Won 489/634 77% | Profit Factor 8.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,787.07 |
| Average Win $84,114.62 | Best Trade (Jul 17) $2.74M | Sharpe Ratio -12.95 |
| Average Loss -$31,886.5 | Worst Trade (Jul 14) -$636,375.6 | Z-Score 21.74 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $57,584.4 |
| 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 | 5,747 | 5,172 | 4,598 | 4,023 | 3,448 | 2,874 | 2,299 | 1,724 | 1,149 | 575 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
