MF
Michael Fogarty Portfolio
Invests via Foundry Financial Group, Inc. | Managed by Michael H. Fogarty
Invests via Foundry Financial Group, Inc.
Managed by Michael H. Fogarty
Automatically Tracked
Michael Fogarty Profile
Veteran private equity and operational investor focused on growth-oriented technology and business services companies, with experience across middle-market buyouts, carve-outs and corporate partnerships. Michael Fogarty is known for driving value through revenue expansion, strategic M&A and board-level governance, and typically participates in control or structured minority deals alongside sector specialists. Background blends senior operating roles and investment leadership with emphasis on exit preparation and portfolio scaling.
Veteran private equity and operational investor focused on growth-oriented technology and business services companies, with experience across middle-market buyouts, carve-outs and corporate partnerships. Michael Fogarty is known for driving value through revenue expansion, strategic M&A and board-level governance, and typically participates in control or structured minority deals alongside sector specialists. Background blends senior operating roles and investment leadership with emphasis on exit preparation and portfolio scaling.
Investment Philosophy & Strategy
Targets growth-oriented technology and business-services businesses in the middle market, favoring control or structured-minority positions that enable operational influence. Focuses on top-line expansion, go-to-market acceleration, and strategic M&A to create scalable platforms. Applies board-level governance and seasoned operating leadership to drive margin improvement and exit readiness. Capital allocation balances buyouts and carve-outs with partnership structures alongside sector specialists, emphasizing three- to seven-year value realization horizons and disciplined downside protection.
Targets growth-oriented technology and business-services businesses in the middle market, favoring control or structured-minority positions that enable operational influence. Focuses on top-line expansion, go-to-market acceleration, and strategic M&A to create scalable platforms. Applies board-level governance and seasoned operating leadership to drive margin improvement and exit readiness. Capital allocation balances buyouts and carve-outs with partnership structures alongside sector specialists, emphasizing three- to seven-year value realization horizons and disciplined downside protection.
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:
7.74%
Gain
Monthly
0.24%
Yearly
2.98%
Drawdown
27.7%
$222.64M
Equity
Holdings
$222.64M
Investment
$176.86M
$55.17M
Profit -$1.25M
Realized
$9.39M
Unrealized
$45.78M
Dividends
$9.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.25M
Win %
70%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$1.56M
Win %
70%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.25M
Win %
70%
This Year
Compared to last year
Gain
10.46%
Profit
$21.08M
Win %
72%
HDV iShares Core High Dividend ETF
+2.15%
+$144,680.2 
MSFT Microsoft Corp.
+1.51%
+$12,444.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$5,736.64 
AAPL Apple Inc.
+1.32%
+$17,120.16 
LLY Eli Lilly and Company
+1.16%
+$3,703.49 
AVSC Avantis U.S. Small Cap Equity ETF
+1.02%
+$75,641.34 
XOM Exxon Mobil Corporation
+0.84%
+$1,627.45 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$3,269.6 
IUSV iShares Core S&P U.S. Value ETF
+0.82%
+$73,991.92 
PVAL Putnam Focused Large Cap Value ETF
+0.63%
+$54,259.72 
XSHQ Invesco S&P SmallCap Quality ETF
+0.59%
+$2,139.21 
AMZN Amazon.com Inc
+0.57%
+$3,532.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$8,707.53 
FSCO FS Credit Opportunities Corp.
+0.31%
+$570.93 
AVLV Avantis U.S. Large Cap Value ETF
+0.26%
+$29,447.38 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$572.88 
IBMO iShares iBonds Dec 2026 Term ETF
+0.14%
+$864.92 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.07%
+$584.85 
GOOG Alphabet Inc
+0.06%
+$435.15 
GOOGL Alphabet Inc
+0.06%
+$304.71 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$55.55 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.02%
+$136.17 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$372.44 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$354.57 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$542.8 
SHV iShares Short Treasury Bond ETF
+0.01%
+$220.21 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HIMU
0%
$0 
MU Micron Technology, Inc.
-6.1%
-$33,800.82 
AVGO Broadcom Inc.
-4.18%
-$21,381.04 
JTEK JPMorgan U.S. Tech Leaders ETF
-3.19%
-$305,308.6 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.83%
-$252,441.9 
NVDA NVIDIA Corporation
-2.58%
-$36,858.96 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$120,896.43 
JGRO JPMorgan Active Growth ETF
-2.02%
-$264,142.64 
META Meta Platforms Inc Class A
-1.85%
-$7,044.75 
GLD SPDR Gold Shares
-1.82%
-$3,872.44 
TSLA Tesla, Inc.
-1.72%
-$4,562.8 
IUSG iShares Core S&P U.S. Growth ETF
-1.19%
-$170,139.57 
VLUE iShares MSCI USA Value Factor ETF
-0.91%
-$5,456.42 
AVIV Avantis International Large Cap Value ETF
-0.75%
-$129,970.61 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$96,473.52 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.72%
-$29,544.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$101,906.26 
EFV iShares MSCI EAFE Value ETF
-0.47%
-$2,204.25 
IVV iShares Core S&P 500 ETF
-0.34%
-$78,987.63 
JPM JPMorgan Chase & Co.
-0.32%
-$771.09 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$3,388.56 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.13%
-$281.87 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.11%
-$238.2 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.1%
-$746.22 
IEI iShares 3-7 Year Treasury Bond ETF
-0.1%
-$8,203.87 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.1%
-$251.85 
JHML John Hancock Multifactor Large Cap ETF
-0.08%
-$1,441.42 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$176.7 
CME CME Group Inc.
-0.07%
-$1,751.03 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$887.5 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$111.54 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$624.94 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$97.99 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$205.02 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.03%
-$108.57 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$380.3 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.03%
-$60.91 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$56.79 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$200.78 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$380.61 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$518.34 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$381.44 
BINC iShares Flexible Income Active ETF
-0.02%
-$598.64 Events
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Dividends
Dividend Analysis
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| Trades 530 | Longs Won 398/530 75% | Profit Factor 101.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,845.42 |
| Average Win $139,997.51 | Best Trade (Jul 16) $3.85M | Sharpe Ratio -9.99 |
| Average Loss -$4,167.84 | Worst Trade (Jun 30) -$99,852.67 | Z-Score 6.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $104,092.18 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
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Returns
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