Todd Lunsford Portfolio
Invests via International Private Wealth Advisors LLC | Managed by Louis Barajas, Daniel Guillen, Todd Lunsford
Invests via International Private Wealth Advisors LLC
Managed by Louis Barajas, Daniel Guillen, Todd Lunsford
Automatically Tracked
Todd Lunsford Profile
Seasoned private equity investor and operating executive focused on middle-market buyouts, growth equity and operational value creation. Todd Lunsford brings experience in sourcing deals, portfolio governance and strategic M&A across software and industrial sectors, with a track record of scaling revenue and improving margins for portfolio companies.
Seasoned private equity investor and operating executive focused on middle-market buyouts, growth equity and operational value creation. Todd Lunsford brings experience in sourcing deals, portfolio governance and strategic M&A across software and industrial sectors, with a track record of scaling revenue and improving margins for portfolio companies.
Investment Philosophy & Strategy
Focused on middle‑market buyouts and growth equity, Todd Lunsford favors investments where operational improvement and strategic M&A can accelerate scale. He underwrites deals with emphasis on recurring‑revenue software and resilient industrial platforms, prioritizing revenue growth, margin expansion and strong governance. Capital allocation blends control buyouts and minority growth rounds, with a 3–7 year value‑creation horizon, active board involvement, disciplined leverage, and measurable KPIs to drive exit readiness and returns.
Focused on middle‑market buyouts and growth equity, Todd Lunsford favors investments where operational improvement and strategic M&A can accelerate scale. He underwrites deals with emphasis on recurring‑revenue software and resilient industrial platforms, prioritizing revenue growth, margin expansion and strong governance. Capital allocation blends control buyouts and minority growth rounds, with a 3–7 year value‑creation horizon, active board involvement, disciplined leverage, and measurable KPIs to drive exit readiness and returns.
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:
43.39%
Gain +0.27%
Monthly
1.08%
Yearly
13.78%
Drawdown
15.69%
$199.56M
Equity
Holdings
$199.56M
Investment
$174.22M
$37.3M
Profit +$338,619.14
Realized
$11.96M
Unrealized
$25.34M
Dividends
$7.57M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$338,619.14
Win %
64%
This Week
Compared To Last Week
Gain
0.3%
Profit
$592,323.3
Win %
64%
This Month
Compared to last month
Gain
1.94%
Profit
$3.79M
Win %
64%
This Year
Compared to last year
Gain
2.66%
Profit
$5.16M
Win %
66%
F Ford Motor Company
+3.09%
+$10,627.46 
RTX RTX Corporation
+2.57%
+$45,115.82 
USB U.S. Bancorp
+2.51%
+$8,687.52 
NI NiSource Inc.
+2.47%
+$6,681 
TFC Truist Financial Corporation
+2.43%
+$7,402.63 
JPM JPMorgan Chase & Co.
+2.25%
+$35,815 
BLK BlackRock, Inc.
+2.2%
+$31,677.27 
OKE ONEOK, Inc.
+2.05%
+$29,655.84 
KMI Kinder Morgan, Inc.
+2.03%
+$19,323.57 
AEP American Electric Power Company, Inc.
+1.9%
+$24,001.2 
WFC Wells Fargo & Company
+1.87%
+$4,811.2 
EOG EOG Resources, Inc.
+1.85%
+$7,238 
SWKS Skyworks Solutions Inc.
+1.85%
+$6,451.75 
LYB LyondellBasell Industries N.V.
+1.82%
+$7,665.36 
KEY KeyCorp
+1.78%
+$4,913.2 
CMS CMS Energy Corporation
+1.73%
+$6,436.84 
HBAN Huntington Bancshares Incorporated
+1.73%
+$4,770.8 
FNB F.N.B. Corporation
+1.72%
+$4,673.98 
RF Regions Financial Corporation
+1.7%
+$5,181.96 
MET MetLife Inc.
+1.62%
+$6,637.14 
MDLZ Mondelez International, Inc.
+1.6%
+$9,097.08 
CMCSA Comcast Corp
+1.6%
+$4,788.5 
D Dominion Energy, Inc.
+1.54%
+$5,339.85 
OGE Oge Energy Corp.
+1.51%
+$5,040.3 
EXC Exelon Corporation
+1.48%
+$4,268.88 
PPL PPL Corporation
+1.48%
+$4,158.03 
SW Smurfit WestRock PLC
+1.48%
+$5,681.54 
WEC WEC Energy Group Inc.
+1.44%
+$6,098.58 
PNW Pinnacle West Capital Corporation
+1.44%
+$4,449.2 
ES Eversource Energy
+1.4%
+$4,970.02 
KO The Coca-Cola Company
+1.4%
+$5,199.11 
PKG Packaging Corporation of America
+1.38%
+$6,317.28 
MO Altria Group, Inc.
+1.34%
+$8,784.27 
LNT Alliant Energy Corporation
+1.33%
+$4,255.1 
KMB Kimberly-Clark Corporation
+1.32%
+$9,551.64 
ORI Old Republic International Corp.
+1.22%
+$4,251.15 
HD The Home Depot, Inc.
+1.2%
+$4,737.96 
DFIV Dimensional International Value ETF
+1.18%
+$8,714.16 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$5,934.57 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$2,494.66 
XLF Financial Select Sector SPDR Fund
+1.12%
+$4,143.46 
LLY Eli Lilly and Company
+1.11%
+$34,030.52 
GWX SPDR S&P International Small Cap ETF
+1.09%
+$6,251.65 
CFG Citizens Financial Group, Inc.
+1.06%
+$3,292.65 
NKE Nike, Inc. - Class B
+1.06%
+$2,879.16 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$6,997.29 
WMT Walmart Inc.
+0.99%
+$15,406.56 
COST Costco Wholesale Corporation
+0.98%
+$42,516.56 
DFAI Dimensional International Core Equity Market ETF
+0.98%
+$21,289.63 
DTE DTE Energy Company
+0.97%
+$2,531.25 
OMC Omnicom Group Inc.
+0.97%
+$3,124.3 
CVX Chevron Corporation
+0.96%
+$6,121.47 
VGK Vanguard FTSE Europe ETF
+0.95%
+$2,114.84 
VZ Verizon Communications Inc.
+0.95%
+$16,910.46 
PFG Principal Financial Group, Inc.
+0.93%
+$3,640.04 
IQLT iShares MSCI International Quality Factor ETF
+0.93%
+$4,002.72 
EIX Edison International
+0.92%
+$2,385.27 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$5,280.88 
ASML ASML Holding N.V. New York Registry Shares
+0.91%
+$1,986.61 
DFAR Dimensional US Real Estate ETF
+0.89%
+$2,870.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$2,534.05 
GEV GE Vernova Inc.
+0.85%
+$11,398.2 
APA APA Corporation
+0.83%
+$2,836.08 
DFAT Dimensional US Targeted Value ETF
+0.78%
+$18,575.44 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.72%
+$34,689.18 
ABBV AbbVie Inc.
+0.68%
+$27,823.37 
AAPL Apple Inc.
+0.68%
+$47,207.16 
V Visa Inc. Class A
+0.63%
+$1,888.58 
DTD WisdomTree U.S. Total Dividend Fund
+0.63%
+$2,599.8 
ADM Archer-Daniels-Midland Co
+0.59%
+$2,182.46 
REET iShares Global REIT ETF
+0.59%
+$1,999.85 
TSLA Tesla, Inc.
+0.56%
+$3,445.82 
GLDM SPDR Gold MiniShares Trust
+0.55%
+$1,292.4 
GLD SPDR Gold Shares
+0.53%
+$7,968.28 
T AT&T Inc.
+0.53%
+$1,968.62 
IAU iShares Gold Trust
+0.51%
+$2,064.8 
GPC Genuine Parts Company
+0.49%
+$1,891.64 
TROW T. Rowe Price Group, Inc.
+0.44%
+$2,285.49 
XOM Exxon Mobil Corporation
+0.4%
+$1,879.56 
TGT Target Corporation
+0.39%
+$1,898.32 
GIS General Mills, Inc.
+0.36%
+$1,498.32 
PFE Pfizer Inc.
+0.32%
+$2,010.39 
PRU Prudential Financial, Inc.
+0.29%
+$1,697.96 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$5,722 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.28%
+$2,597.85 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$643.55 
TIP iShares TIPS Bond ETF
+0.21%
+$1,309.88 
CVS CVS Health Corporation
+0.2%
+$704.9 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$2,676.5 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$328.55 
NVDA NVIDIA Corporation
+0.16%
+$7,595.94 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$11,062.61 
JPC Nuveen Preferred & Income Opportunities Fund
+0.15%
+$240.89 
DFCF Dimensional Core Fixed Income ETF
+0.14%
+$5,383.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.13%
+$735.4 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$838.18 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.12%
+$1,370.5 
IEI iShares 3-7 Year Treasury Bond ETF
+0.12%
+$4,279.51 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$821.73 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.11%
+$772.66 
VLO Valero Energy Corporation
+0.11%
+$573.4 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$1,930.12 
MBB iShares MBS ETF
+0.1%
+$5,129.46 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.1%
+$633.2 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$804.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$1,542.24 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.09%
+$700.12 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.09%
+$302.16 
DCOR Dimensional US Core Equity 1 ETF
+0.08%
+$268.94 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.08%
+$1,436.5 
FBND Fidelity Total Bond ETF
+0.08%
+$169.61 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.07%
+$288.36 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.07%
+$222 
GBTC Grayscale Bitcoin Trust ETF
+0.06%
+$278 
DFGP Dimensional Global Core Fixed Income Fund
+0.05%
+$2,147.2 
IBIT iShares Bitcoin Trust
+0.04%
+$423.82 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.04%
+$251.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$65.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.02%
+$141.6 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$70.07 
SCHM Schwab U.S. Mid-Cap ETF
+0.01%
+$83.31 
SRLN SPDR Blackstone Senior Loan ETF
+0.01%
+$76.4 
DYFI IDX Dynamic Fixed Income ETF
0%
+$33.07 
DUHP Dimensional US High Profitability ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-4.95%
-$19,860.42 
APLD Applied Digital Corporation
-3.92%
-$13,100.8 
MU Micron Technology, Inc.
-3.62%
-$8,401.26 
PLTR Palantir Technologies Inc.
-3.15%
-$105,339.14 
AVGO Broadcom Inc.
-1.99%
-$35,404.41 
META Meta Platforms Inc Class A
-1.93%
-$23,406.07 
VRT Vertiv Holdings Co
-1.52%
-$13,809.21 
QTUM Defiance Quantum ETF
-1.48%
-$3,439.99 
XLK State Street Technology Select Sector SPDR ETF
-1.45%
-$4,537.44 
GOOGL Alphabet Inc
-1.08%
-$2,512.77 
QQQ Invesco QQQ Trust, Series 1
-1.04%
-$27,255.5 
GOOG Alphabet Inc
-0.98%
-$33,472.14 
HPQ HP Inc.
-0.97%
-$5,383.2 
DFEV Dimensional Emerging Markets Value ETF
-0.87%
-$7,243.2 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$6,131.4 
MSFT Microsoft Corp.
-0.75%
-$47,534.64 
IEMG iShares Core MSCI Emerging Markets ETF
-0.71%
-$11,714.39 
VUG Vanguard Growth ETF
-0.7%
-$1,663.12 
SPEM SPDR Portfolio Emerging Markets ETF
-0.61%
-$14,178.78 
AMZN Amazon.com Inc
-0.59%
-$32,905.7 
WSO Watsco Inc.
-0.56%
-$1,904.47 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.48%
-$1,229.22 
XLSR SPDR SSGA US Sector Rotation ETF
-0.42%
-$19,190.08 
URTY ProShares UltraPro Russell2000
-0.4%
-$1,504.88 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.37%
-$16,408.05 
PHK PIMCO High Income Fund
-0.24%
-$290.9 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.23%
-$287.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$509.69 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$1,148.56 
BXSL Blackstone Secured Lending Fund
-0.12%
-$1,178.88 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$14,248.65 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.11%
-$260.28 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.1%
-$291.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.09%
-$4,123.44 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$6,548.5 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$412.16 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1018/1518 67% | Profit Factor 5.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $105,584.14 |
| Average Win $45,391.69 | Best Trade (Oct 16) $1.84M | Sharpe Ratio -9.45 |
| Average Loss -$17,811.78 | Worst Trade (Mar 30) -$599,496.08 | Z-Score 3.42 (99.94%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $24,573.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,436 | $5.13M | $7.04M | - | $1.9M | 37.06% | +0.675% |
| ABBV AbbVie Inc. | 14,379 | $3.18M | $4.1M | - | $923,027.95 | 29.03% | +0.683% |
| ADM Archer-Daniels-Midland Co | 4,454 | $262,451.42 | $371,552.68 | - | $109,101.26 | 41.57% | +0.591% |
| AEP American Electric Power Company, Inc. | 10,170 | $1.26M | $1.29M | - | $27,041.07 | 2.14% | +1.899% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,144 | $1.79M | $1.73M | - | -$54,975.14 | -3.08% | +0.089% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 28,005 | $730,089.9 | $817,886.02 | - | $87,796.12 | 12.03% | +0.086% |
| AMZN Amazon.com Inc | 21,792 | $4.46M | $5.52M | - | $1.06M | 23.84% | -0.593% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 8,676 | $249,074.3 | $238,069.44 | - | -$11,004.86 | -4.42% | -0.109% |
| APA APA Corporation | 7,272 | $236,849 | $346,292.64 | - | $109,443.64 | 46.21% | +0.826% |
| APLD Applied Digital Corporation | 16,376 | $610,825 | $320,805.84 | - | -$290,019.16 | -47.48% | -3.923% |
| ASML ASML Holding N.V. New York Registry Shares | 132 | $262,606 | $220,768.68 | - | -$41,837.32 | -15.93% | +0.908% |
| AVGO Broadcom Inc. | 5,161 | $1.73M | $1.74M | - | $8,331.48 | 0.48% | -1.992% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,326 | $304,898.73 | $304,527.56 | - | -$371.17 | -0.12% | +0.022% |
| BLK BlackRock, Inc. | 1,283 | $1.4M | $1.47M | - | $73,654.16 | 5.28% | +2.203% |
| BRK-B Berkshire Hathaway Inc. | 412 | $207,128.91 | $219,074.82 | - | $11,945.91 | 5.77% | +1.152% |
| BSV Vanguard Short-Term Bond ETF | 8,823 | $682,430.58 | $676,327.06 | - | -$6,103.52 | -0.89% | +0.124% |
| BXSL Blackstone Secured Lending Fund | 39,296 | $931,708 | $949,391.36 | - | $17,683.36 | 1.9% | -0.124% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 109,387 | $3.1M | $4.37M | - | $1.27M | 41.02% | -0.374% |
| CFG Citizens Financial Group, Inc. | 4,878 | $217,059.69 | $312,704.19 | - | $95,644.5 | 44.06% | +1.064% |
| CMCSA Comcast Corp | 13,764 | $337,915 | $304,430.78 | - | -$33,484.22 | -9.91% | +1.598% |
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FAQ
Which stocks have generated the highest profits for Todd Lunsford?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $1.33M, NVIDIA Corporation - $1.27M, SPDR Portfolio Developed World ex-US ETF - $1.14M, SPDR S&P 500 ETF Trust - $868,507.24, and Seagate Technology Holdings plc - $645,938.76. 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: Tesla, Inc - $380,540.75, Apple Inc - $237,089.68, Palo Alto Networks, Inc - $194,107.42, UnitedHealth Group Incorporated - $189,727.11, and Walgreens Boots Alliance Inc - $128,984.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd Lunsford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.57M earned over time. The largest contributors to dividend income include IDX Dynamic Fixed Income ETF - $365,474.68, iShares 20+ Year Treasury Bond ETF - $326,296.73, SPDR S&P 500 ETF Trust - $268,291.84, SPDR Portfolio Developed World ex-US ETF - $252,356.84, and Dimensional Global Core Fixed Income Fund - $192,696.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Lunsford's monthly returns?
Todd Lunsford'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 Lunsford's strategy be considered aggressive or moderate?
Todd Lunsford'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 Lunsford's strategy?
Todd Lunsford'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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