John Raniolo Portfolio
Invests via Elwood Capital Partners LP | Managed by John Raniolo, Wan Luo
Invests via Elwood Capital Partners LP
Managed by John Raniolo, Wan Luo
Automatically Tracked
Veteran investor and operator focused on growth-stage technology and consumer businesses, John Raniolo brings experience in corporate strategy, capital raising and board governance. Works with PE and VC sponsors on go-to-market scaling, M&A and financial restructuring. Active in board roles and strategic advisories to management teams and investors.
Veteran investor and operator focused on growth-stage technology and consumer businesses, John Raniolo brings experience in corporate strategy, capital raising and board governance. Works with PE and VC sponsors on go-to-market scaling, M&A and financial restructuring. Active in board roles and strategic advisories to management teams and investors.
Investment Philosophy & Strategy
Veteran investor and operator focused on growth-stage technology and consumer businesses, John Raniolo brings experience in corporate strategy, capital raising and board governance. Works with PE and VC sponsors on go-to-market scaling, M&A and financial restructuring. Active in board roles and strategic advisories to management teams and investors.
Veteran investor and operator focused on growth-stage technology and consumer businesses, John Raniolo brings experience in corporate strategy, capital raising and board governance. Works with PE and VC sponsors on go-to-market scaling, M&A and financial restructuring. Active in board roles and strategic advisories to management teams and investors.
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:
5.66%
Gain -0.43%
Monthly
0.27%
Yearly
3.3%
Drawdown
27%
$117.57M
Equity
Holdings
$117.57M
Investment
$112.1M
$2.48M
Profit -$647,465.02
Realized
-$2.99M
Unrealized
$5.47M
Dividends
$1.52M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$647,465.02
Win %
64%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$1.94M
Win %
64%
This Month
Compared to last month
Gain
-1.7%
Profit
-$2.03M
Win %
64%
This Year
Compared to last year
Gain
-4.38%
Profit
-$5.38M
Win %
52%
AMAT Applied Materials, Inc.
+3.52%
+$93,762.33 
PM Philip Morris International Inc.
+1.86%
+$94,387.4 
RRX Regal Rexnord Corporation
+1.85%
+$37,625 
UNH UnitedHealth Group Incorporated
+1.53%
+$181,969.38 
SGI Somnigroup International Inc.
+1.39%
+$145,585.36 
WRBY Warby Parker Inc.
+1.27%
+$15,500 
BKR Baker Hughes Company
+0.65%
+$10,265 
META Meta Platforms Inc Class A
+0.29%
+$13,349.85 
GOOGL Alphabet Inc
+0.24%
+$10,250.12 
STVN Stevanato Group S.p.A.
+0.2%
+$8,633.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AJG Arthur J. Gallagher & Co.
-4.01%
-$131,855.4 
VEEV Veeva Systems Inc.
-3.64%
-$63,967.68 
SPGI S&P Global Inc.
-3.01%
-$66,650.05 
LPX Louisiana-Pacific Corporation
-2.34%
-$101,081.53 
RTO Rentokil Initial plc Sponsored ADR
-2.08%
-$61,964.1 
AXON Axon Enterprise, Inc.
-1.93%
-$77,563.87 
JHX James Hardie Industries plc
-1.48%
-$56,250 
MSFT Microsoft Corp.
-1.38%
-$120,701.87 
RDDT Reddit Inc Class A
-1.37%
-$47,783.06 
AMZN Amazon.com Inc
-0.61%
-$95,266.7 
TXN Texas Instruments Inc
-0.51%
-$29,776.56 
RKT Rocket Companies, Inc. Class A
-0.46%
-$4,875 
SHC Sotera Health Company
-0.44%
-$15,450 
BA Boeing Company
-0.16%
-$4,312.37 
STM STMicroelectronics N.V.
-0.14%
-$6,000 
TTWO Take-Two Interactive Software, Inc.
-0.02%
-$604.48 Events
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Dividends
Dividend Analysis
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| Trades 127 | Longs Won 61/127 48% | Profit Factor 1.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $572,509.53 |
| Average Win $425,741.48 | Best Trade (Sep 30) $1.66M | Sharpe Ratio -11.75 |
| Average Loss -$355,917.4 | Worst Trade (Dec 31) -$2.45M | Z-Score -0.16 (12.78%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $19,525.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.08% | 0.69% | 4.43% | 22.96% |
| Consecutive Losing Trades | 330 | 297 | 264 | 231 | 198 | 165 | 132 | 99 | 66 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AJG Arthur J. Gallagher & Co. | 12,510 | $2.92M | $3.15M | - | $233,930.58 | 8.01% | -4.012% |
| AMAT Applied Materials, Inc. | 5,851 | $4.23M | $2.75M | - | -$1.48M | -34.89% | +3.524% |
| AMZN Amazon.com Inc | 60,295 | $12.91M | $15.49M | - | $2.58M | 20.02% | -0.611% |
| AXON Axon Enterprise, Inc. | 7,815 | $4.38M | $3.95M | - | -$428,769.83 | -9.79% | -1.925% |
| BA Boeing Company | 12,500 | $2.71M | $2.65M | - | -$63,562.5 | -2.34% | -0.163% |
| BKR Baker Hughes Company | 25,000 | $1.53M | $1.6M | - | $71,515 | 4.69% | +0.647% |
| GOOGL Alphabet Inc | 12,500 | $3.85M | $4.24M | - | $392,100 | 10.19% | +0.242% |
| JHX James Hardie Industries plc | 125,000 | $2.73M | $3.74M | - | $1.01M | 37.11% | -1.481% |
| LPX Louisiana-Pacific Corporation | 63,374 | $5.35M | $4.22M | - | -$1.13M | -21.1% | -2.34% |
| META Meta Platforms Inc Class A | 7,500 | $4.28M | $4.64M | - | $359,199.5 | 8.39% | +0.289% |
| MSFT Microsoft Corp. | 17,493 | $7.11M | $8.62M | - | $1.51M | 21.28% | -1.381% |
| PM Philip Morris International Inc. | 27,761 | $4.79M | $5.16M | - | $367,125.94 | 7.66% | +1.863% |
| RDDT Reddit Inc Class A | 22,646 | $4.26M | $3.45M | - | -$810,215.13 | -19.02% | -1.366% |
| RKT Rocket Companies, Inc. Class A | 75,000 | $1.45M | $1.05M | - | -$402,375 | -27.71% | -0.462% |
| RRX Regal Rexnord Corporation | 12,500 | $2.75M | $2.07M | - | -$675,125 | -24.56% | +1.848% |
| RTO Rentokil Initial plc Sponsored ADR | 125,180 | $3.22M | $2.92M | - | -$302,869.82 | -9.39% | -2.077% |
| SGI Somnigroup International Inc. | 150,088 | $10.23M | $10.63M | - | $400,158.92 | 3.91% | +1.388% |
| SHC Sotera Health Company | 187,500 | $3.33M | $3.53M | - | $200,175 | 6.01% | -0.436% |
| SPGI S&P Global Inc. | 5,000 | $1.93M | $2.15M | - | $224,410 | 11.65% | -3.006% |
| STM STMicroelectronics N.V. | 80,000 | $2.76M | $4.17M | - | $1.41M | 50.98% | -0.144% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for John Raniolo?
The largest contributions to the portfolio's profits come from the following stocks: Reddit Inc Class A - $3.17M, Philip Morris International Inc - $2.09M, General Electric Company - $1.87M, Somnigroup International Inc - $1.44M, and Texas Instruments Inc - $1.18M. 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: UnitedHealth Group Incorporated - $3.62M, Wix.com Ltd - $3.37M, Atlassian Corporation Class A - $1.89M, Planet Fitness Inc - $1.66M, and GitLab Inc - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Raniolo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.52M earned over time. The largest contributors to dividend income include UnitedHealth Group Incorporated - $268,551.19, Texas Instruments Inc - $238,803.56, Philip Morris International Inc - $221,531.88, Rentokil Initial plc Sponsored ADR - $196,508.66, and Microsoft Corp - $140,635.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Raniolo's monthly returns?
John Raniolo's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can John Raniolo's strategy be considered aggressive or moderate?
John Raniolo's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Raniolo's strategy?
John Raniolo's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
