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:
43.02%
Gain -0.67%
Monthly
1.12%
Yearly
14.35%
Drawdown
15.69%
$199.16M
Equity
Holdings
$199.16M
Investment
$174.22M
$36.9M
Profit -$870,707.18
Realized
$11.96M
Unrealized
$24.94M
Dividends
$6.94M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$870,707.18
Win %
68%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$409,072.37
Win %
68%
This Month
Compared to last month
Gain
-0.44%
Profit
-$870,707.18
Win %
68%
This Year
Compared to last year
Gain
2.45%
Profit
$4.77M
Win %
69%
PLTR Palantir Technologies Inc.
+10.31%
+$268,439.52 
HPQ HP Inc.
+6.62%
+$33,465.56 
SWKS Skyworks Solutions Inc.
+5.67%
+$16,748.01 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$11,480 
OMC Omnicom Group Inc.
+3.31%
+$10,865.4 
URTY ProShares UltraPro Russell2000
+3.28%
+$15,974.88 
APA APA Corporation
+3.02%
+$8,035.56 
SW Smurfit WestRock PLC
+2.88%
+$12,573.9 
TSLA Tesla, Inc.
+2.83%
+$15,257.66 
QTUM Defiance Quantum ETF
+2.83%
+$6,929.24 
WSO Watsco Inc.
+2.81%
+$10,244.38 
PPL PPL Corporation
+2.43%
+$6,848.52 
GLDM SPDR Gold MiniShares Trust
+2.3%
+$5,542.96 
NVDA NVIDIA Corporation
+2.28%
+$106,770.82 
GIS General Mills, Inc.
+2.27%
+$10,238.52 
GLD SPDR Gold Shares
+2.27%
+$34,529.04 
IAU iShares Gold Trust
+2.25%
+$9,291.6 
GRPM Invesco S&P MidCap 400 GARP ETF
+2.21%
+$6,245.37 
GPC Genuine Parts Company
+2.16%
+$8,274.15 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$4,850.34 
PFE Pfizer Inc.
+2.1%
+$11,639.1 
EIX Edison International
+2.05%
+$6,454.26 
TGT Target Corporation
+1.77%
+$8,122.31 
HD The Home Depot, Inc.
+1.74%
+$7,793.89 
AVGO Broadcom Inc.
+1.65%
+$35,894.65 
BXSL Blackstone Secured Lending Fund
+1.57%
+$14,932.48 
DIHP Dimensional International High Profitability Portfolio
+1.48%
+$10,546.68 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$4,371.84 
F Ford Motor Company
+1.38%
+$5,313.73 
SCHM Schwab U.S. Mid-Cap ETF
+1.38%
+$8,164.38 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.37%
+$10,154.96 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$23,307.68 
PKG Packaging Corporation of America
+1.34%
+$6,691.18 
APLD Applied Digital Corporation
+1.24%
+$5,847.87 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$6,089.39 
IQLT iShares MSCI International Quality Factor ETF
+1.18%
+$5,164.79 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$30,197.63 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.17%
+$2,653.93 
GWX SPDR S&P International Small Cap ETF
+1.14%
+$6,638.35 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$24,706.49 
HBAN Huntington Bancshares Incorporated
+1.09%
+$3,420.57 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$6,541.1 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$52,766.64 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$23,181.18 
KMB Kimberly-Clark Corporation
+0.94%
+$7,111.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$7,153.3 
D Dominion Energy, Inc.
+0.85%
+$3,137.85 
MO Altria Group, Inc.
+0.85%
+$5,101.98 
VGK Vanguard FTSE Europe ETF
+0.85%
+$1,987.44 
ALLW SPDR Bridgewater All Weather Mutual Fund
+0.85%
+$7,001.25 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$14,141.73 
ABBV AbbVie Inc.
+0.83%
+$29,045.58 
GBTC Grayscale Bitcoin Trust ETF
+0.8%
+$2,780 
AMZN Amazon.com Inc
+0.8%
+$47,506.34 
VUG Vanguard Growth ETF
+0.8%
+$1,889.31 
IBIT iShares Bitcoin Trust
+0.8%
+$6,145.39 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$16,021.46 
CMCSA Comcast Corp
+0.76%
+$2,615.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$7,447.17 
DFEV Dimensional Emerging Markets Value ETF
+0.73%
+$6,036 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$2,544.68 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$6,173.51 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,220 
EXC Exelon Corporation
+0.65%
+$1,998.92 
DCOR Dimensional US Core Equity 1 ETF
+0.65%
+$2,113.1 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$63,614 
BLK BlackRock, Inc.
+0.63%
+$9,109.26 
DFIV Dimensional International Value ETF
+0.61%
+$4,586.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$26,196.04 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$70,625.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.56%
+$1,632.1 
XLSR SPDR SSGA US Sector Rotation ETF
+0.56%
+$25,433.71 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.55%
+$1,961.96 
OGE Oge Energy Corp.
+0.49%
+$1,632.77 
REET iShares Global REIT ETF
+0.48%
+$1,772.68 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
+0.48%
+$18,595.79 
DFAR Dimensional US Real Estate ETF
+0.43%
+$1,500.52 
DTD WisdomTree U.S. Total Dividend Fund
+0.41%
+$1,733.2 
AEP American Electric Power Company, Inc.
+0.39%
+$4,983.3 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$9,112.48 
T AT&T Inc.
+0.36%
+$1,338.66 
ES Eversource Energy
+0.35%
+$1,343.26 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
+0.34%
+$2,137.58 
TROW T. Rowe Price Group, Inc.
+0.33%
+$1,930.4 
JPM JPMorgan Chase & Co.
+0.33%
+$5,557.55 
META Meta Platforms Inc Class A
+0.33%
+$3,152.06 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$2,039.04 
KEY KeyCorp
+0.31%
+$968.8 
CFG Citizens Financial Group, Inc.
+0.3%
+$1,073.16 
AAPL Apple Inc.
+0.29%
+$18,801.12 
MBB iShares MBS ETF
+0.28%
+$14,818.33 
TLT iShares 20+ Year Treasury Bond ETF
+0.28%
+$19,572.31 
DUHP Dimensional US High Profitability ETF
+0.27%
+$6,479.1 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.26%
+$1,057.32 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.24%
+$607.32 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$4,632.3 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.24%
+$2,759.4 
IEF iShares 7-10 Year Treasury Bond ETF
+0.24%
+$1,721.72 
KO The Coca-Cola Company
+0.24%
+$829.43 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.22%
+$4,022.2 
JNK SPDR Bloomberg High Yield Bond ETF
+0.21%
+$2,112.32 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.21%
+$438.07 
PNW Pinnacle West Capital Corporation
+0.21%
+$652.97 
PHK PIMCO High Income Fund
+0.21%
+$290.9 
FBND Fidelity Total Bond ETF
+0.21%
+$460.37 
TIP iShares TIPS Bond ETF
+0.21%
+$1,309.86 
IEI iShares 3-7 Year Treasury Bond ETF
+0.19%
+$6,922.74 
DFGP Dimensional Global Core Fixed Income Fund
+0.19%
+$8,588.8 
USB U.S. Bancorp
+0.18%
+$693.79 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$3,175.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.17%
+$1,171.42 
SCHP Schwab U.S. TIPS ETF
+0.17%
+$526.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$1,029.56 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$6,851.46 
DYFI IDX Dynamic Fixed Income ETF
+0.15%
+$2,893.38 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$528.78 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$1,233.95 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$926.41 
VZ Verizon Communications Inc.
+0.13%
+$2,415.74 
RF Regions Financial Corporation
+0.13%
+$445.76 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$534.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$66.52 
MSFT Microsoft Corp.
+0.01%
+$353.22 
FNB F.N.B. Corporation
0%
$0 
LYB LyondellBasell Industries N.V.
-3%
-$12,405.78 
MET MetLife Inc.
-2.18%
-$8,931.46 
V Visa Inc. Class A
-2.18%
-$6,012.16 
NI NiSource Inc.
-1.76%
-$5,010.75 
PFG Principal Financial Group, Inc.
-1.73%
-$7,208 
OKE ONEOK, Inc.
-1.72%
-$24,075.44 
VLO Valero Energy Corporation
-1.56%
-$5,770.58 
CVX Chevron Corporation
-1.42%
-$7,812.2 
KMI Kinder Morgan, Inc.
-1.41%
-$12,785.52 
XOM Exxon Mobil Corporation
-1.22%
-$5,161.95 
ADM Archer-Daniels-Midland Co
-1.2%
-$4,142.22 
EOG EOG Resources, Inc.
-1.09%
-$3,851.62 
VRT Vertiv Holdings Co
-1.03%
-$11,951.13 
GEV GE Vernova Inc.
-1.02%
-$14,781.35 
GOOGL Alphabet Inc
-0.98%
-$2,320.5 
ORI Old Republic International Corp.
-0.97%
-$3,798.91 
GOOG Alphabet Inc
-0.91%
-$31,986.59 
NKE Nike, Inc. - Class B
-0.71%
-$2,186.7 
LLY Eli Lilly and Company
-0.58%
-$16,806.96 
CVS CVS Health Corporation
-0.56%
-$2,003.4 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$1,157.72 
TFC Truist Financial Corporation
-0.46%
-$1,572.24 
MU Micron Technology, Inc.
-0.44%
-$973.58 
WFC Wells Fargo & Company
-0.41%
-$1,101.92 
WEC WEC Energy Group Inc.
-0.33%
-$1,434.96 
XLF Financial Select Sector SPDR Fund
-0.33%
-$1,269.77 
MDLZ Mondelez International, Inc.
-0.25%
-$1,396.09 
CMS CMS Energy Corporation
-0.23%
-$887.83 
WMT Walmart Inc.
-0.22%
-$3,292 
LNT Alliant Energy Corporation
-0.22%
-$717.15 
PRU Prudential Financial, Inc.
-0.17%
-$1,048.74 
COST Costco Wholesale Corporation
-0.14%
-$6,054.9 
RTX RTX Corporation
-0.12%
-$2,536.65 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-0.1%
-$114.86 
DTE DTE Energy Company
-0.07%
-$202.5 
JPC Nuveen Preferred & Income Opportunities Fund
-0.03%
-$48.18 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1040/1518 68% | Profit Factor 5.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $100,224.77 |
| Average Win $43,176.71 | Best Trade (Aug 14) $1.88M | Sharpe Ratio -9.72 |
| Average Loss -$16,735.67 | Worst Trade (Mar 30) -$599,496.08 | Z-Score 3.01 (99.74%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $24,311.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,436 | $5.13M | $6.4M | - | $1.27M | 24.73% | +0.294% |
| ABBV AbbVie Inc. | 14,379 | $3.18M | $3.54M | - | $355,848.3 | 11.19% | +0.828% |
| ADM Archer-Daniels-Midland Co | 4,454 | $262,451.42 | $341,087.32 | - | $78,635.9 | 29.96% | -1.2% |
| AEP American Electric Power Company, Inc. | 10,170 | $1.26M | $1.28M | - | $17,888.07 | 1.42% | +0.391% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,144 | $1.79M | $1.77M | - | -$16,691.3 | -0.93% | +0.18% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 28,005 | $730,089.9 | $834,829.05 | - | $104,739.15 | 14.35% | +0.846% |
| AMZN Amazon.com Inc | 21,792 | $4.46M | $5.98M | - | $1.52M | 34.2% | +0.801% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 8,676 | $249,074.3 | $251,777.52 | - | $2,703.22 | 1.09% | +0.242% |
| APA APA Corporation | 7,272 | $236,849 | $273,681.72 | - | $36,832.72 | 15.55% | +3.025% |
| APLD Applied Digital Corporation | 16,376 | $610,825 | $478,459.23 | - | -$132,365.77 | -21.67% | +1.237% |
| ASML ASML Holding N.V. New York Registry Shares | 132 | $262,606 | $229,827.18 | - | -$32,778.82 | -12.48% | +2.156% |
| AVGO Broadcom Inc. | 5,161 | $1.73M | $2.21M | - | $473,105.28 | 27.29% | +1.654% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,326 | $304,898.73 | $304,229.22 | - | -$669.51 | -0.22% | +0.022% |
| BLK BlackRock, Inc. | 1,283 | $1.4M | $1.46M | - | $62,017.38 | 4.44% | +0.629% |
| BRK-B Berkshire Hathaway Inc. | 412 | $207,128.91 | $214,981.6 | - | $7,852.69 | 3.79% | -0.536% |
| BSV Vanguard Short-Term Bond ETF | 8,823 | $682,430.58 | $684,355.99 | - | $1,925.41 | 0.28% | +0.136% |
| BXSL Blackstone Secured Lending Fund | 39,296 | $931,708 | $963,930.88 | - | $32,222.88 | 3.46% | +1.573% |
| CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF | 109,387 | $3.1M | $3.93M | - | $826,083.87 | 26.63% | +0.476% |
| CFG Citizens Financial Group, Inc. | 4,878 | $217,059.69 | $354,386.7 | - | $137,327.01 | 63.27% | +0.304% |
| CMCSA Comcast Corp | 13,764 | $337,915 | $349,055.04 | - | $11,140.04 | 3.3% | +0.755% |
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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 - $1.32M, NVIDIA Corporation - $1.27M, SPDR Portfolio Developed World ex-US ETF - $1.14M, SPDR S&P 500 ETF Trust - $839,253.04, 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 $6.94M earned over time. The largest contributors to dividend income include IDX Dynamic Fixed Income ETF - $352,224.99, iShares 20+ Year Treasury Bond ETF - $272,929.01, SPDR Portfolio Developed World ex-US ETF - $252,356.84, SPDR S&P 500 ETF Trust - $239,037.64, and Dimensional Global Core Fixed Income Fund - $187,804.97. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
