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:
10.79%
Gain
Monthly
0.34%
Yearly
4.12%
Drawdown
21.82%
$178.31M
Equity
Holdings
$178.31M
Investment
$153.12M
$34.64M
Profit -$167,135.71
Realized
$9.44M
Unrealized
$25.19M
Dividends
$6.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$167,135.71
Win %
71%
This Week
Compared To Last Week
Gain
0.31%
Profit
$544,132.75
Win %
71%
This Month
Compared to last month
Gain
0.99%
Profit
$1.75M
Win %
71%
This Year
Compared to last year
Gain
9.08%
Profit
$14.85M
Win %
71%
CFG Citizens Financial Group, Inc.
+4.13%
+$23,299.5 
NKE Nike, Inc. - Class B
+4.04%
+$12,461.91 
IBM International Business Machines Corporation
+3.82%
+$8,973.85 
GPC Genuine Parts Company
+3.78%
+$11,927.7 
OMC Omnicom Group Inc.
+3.69%
+$14,585.22 
PM Philip Morris International Inc.
+3.37%
+$13,617.24 
CRM Salesforce Inc
+3.31%
+$15,307.04 
T AT&T Inc.
+3.15%
+$12,508.42 
ABBV AbbVie Inc.
+3.06%
+$77,717.88 
CAG Conagra Brands Inc.
+2.99%
+$6,390.78 
COST Costco Wholesale Corporation
+2.9%
+$97,904.38 
VZ Verizon Communications Inc.
+2.8%
+$40,584 
KO The Coca-Cola Company
+2.78%
+$9,132.52 
MCD McDonald's Corporation
+2.62%
+$10,306.85 
MSFT Microsoft Corp.
+2.52%
+$83,330.69 
RF Regions Financial Corporation
+2.48%
+$12,412.14 
OKE ONEOK, Inc.
+2.47%
+$7,218 
MO Altria Group, Inc.
+2.41%
+$12,583.4 
FITB Fifth Third Bancorp
+2.4%
+$10,002.44 
VLO Valero Energy Corporation
+2.36%
+$17,724.15 
IP International Paper Company
+2.22%
+$6,357.81 
WMT Walmart Inc.
+2.2%
+$25,350.56 
PRU Prudential Financial, Inc.
+2.19%
+$10,767.96 
HBAN Huntington Bancshares Incorporated
+2.13%
+$8,628.72 
V Visa Inc. Class A
+2.08%
+$6,147.54 
DFAR Dimensional US Real Estate ETF
+2.06%
+$7,052.3 
EXC Exelon Corporation
+2.02%
+$6,245.63 
SCHD Schwab U.S. Dividend Equity ETF
+1.99%
+$5,902.4 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.86%
+$4,205.62 
KEY KeyCorp
+1.76%
+$9,488.15 
AAPL Apple Inc.
+1.74%
+$98,657.49 
REET iShares Global REIT ETF
+1.7%
+$6,093.77 
TFC Truist Financial Corporation
+1.7%
+$7,839.31 
USB U.S. Bancorp
+1.48%
+$8,098.65 
KMI Kinder Morgan, Inc.
+1.48%
+$12,340.98 
EIX Edison International
+1.47%
+$5,376.54 
PNW Pinnacle West Capital Corporation
+1.47%
+$4,829.32 
DFAT Dimensional US Targeted Value ETF
+1.37%
+$33,408.96 
HD The Home Depot, Inc.
+1.33%
+$5,847.53 
ES Eversource Energy
+1.27%
+$4,951.76 
PPL PPL Corporation
+1.19%
+$3,480.75 
DUK Duke Energy Corporation
+1.11%
+$11,771.4 
PFE Pfizer Inc.
+1.11%
+$5,878.95 
LLY Eli Lilly and Company
+1.02%
+$26,049.66 
XOM Exxon Mobil Corporation
+1.02%
+$5,853.54 
ADM Archer-Daniels-Midland Co
+1.01%
+$6,715.53 
PHK PIMCO High Income Fund
+0.96%
+$1,271.47 
OGE Oge Energy Corp.
+0.94%
+$3,149.16 
GRPM Invesco S&P MidCap 400 GARP ETF
+0.94%
+$2,706.84 
DTE DTE Energy Company
+0.72%
+$2,133.21 
TROW T. Rowe Price Group, Inc.
+0.61%
+$4,352.18 
WEC WEC Energy Group Inc.
+0.61%
+$2,742.75 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$12,198.23 
WFC Wells Fargo & Company
+0.58%
+$1,566.01 
FE FirstEnergy Corp.
+0.58%
+$2,028.04 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.55%
+$5,779.94 
D Dominion Energy, Inc.
+0.55%
+$2,836.08 
HPQ HP Inc.
+0.46%
+$1,215.01 
DTD WisdomTree U.S. Total Dividend Fund
+0.44%
+$1,892.94 
LYB LyondellBasell Industries N.V.
+0.41%
+$1,579.43 
BG Bunge Global S.A.
+0.35%
+$1,460.01 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$1,956.15 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$4,655.52 
AEP American Electric Power Company, Inc.
+0.28%
+$1,194.48 
NOW ServiceNow, Inc.
+0.27%
+$1,281.28 
CVS CVS Health Corporation
+0.26%
+$1,429.12 
BBY Best Buy Co., Inc.
+0.22%
+$832.2 
DUHP Dimensional US High Profitability ETF
+0.2%
+$4,733.23 
IJH iShares Core S&P Mid-Cap ETF
+0.2%
+$3,510.13 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.19%
+$1,430.12 
CMS CMS Energy Corporation
+0.15%
+$540.15 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$215.81 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$21.22 
SHV iShares Short Treasury Bond ETF
+0.01%
+$19.46 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
+$2.56 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
STX Seagate Technology Holdings plc
-10.27%
-$87,530.96 
AVGO Broadcom Inc.
-4.68%
-$27,420.53 
GOOG Alphabet Inc
-3.82%
-$123,883.25 
GEV GE Vernova Inc.
-3.37%
-$59,096.79 
NVDA NVIDIA Corporation
-2.56%
-$87,619.65 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$9,385.02 
IEMG iShares Core MSCI Emerging Markets ETF
-2.13%
-$34,253.3 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$15,814.65 
GLD SPDR Gold Shares
-1.96%
-$27,090.82 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.94%
-$2,178.54 
IAU iShares Gold Trust
-1.92%
-$6,089.87 
GLDM SPDR Gold MiniShares Trust
-1.9%
-$4,751.9 
META Meta Platforms Inc Class A
-1.84%
-$21,438.3 
DFEV Dimensional Emerging Markets Value ETF
-1.76%
-$14,583.37 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$42,947.01 
CRWD CrowdStrike Holdings, Inc.
-1.52%
-$8,971.2 
RTX RTX Corporation
-1.31%
-$8,103.24 
SPEM SPDR Portfolio Emerging Markets ETF
-1.26%
-$27,623.7 
GWX SPDR S&P International Small Cap ETF
-1.22%
-$6,751.7 
IBIT iShares Bitcoin Trust
-1.2%
-$9,480.72 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.19%
-$66,913.7 
GBTC Grayscale Bitcoin Trust ETF
-1.13%
-$3,961.5 
SCHC Schwab International Small-Cap Equity ETF
-1.06%
-$5,302.44 
BLK BlackRock, Inc.
-1.03%
-$11,712.89 
TSLA Tesla, Inc.
-1.01%
-$6,624.87 
JPM JPMorgan Chase & Co.
-0.99%
-$10,105.05 
SWKS Skyworks Solutions Inc.
-0.99%
-$2,563.86 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.88%
-$7,368.14 
PEG Public Service Enterprise Group Incorporated
-0.87%
-$2,184.39 
XLSR SPDR SSGA US Sector Rotation ETF
-0.86%
-$39,225.76 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$5,010.2 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.83%
-$32,471.53 
URTY ProShares UltraPro Russell2000
-0.77%
-$3,675.38 
SCHM Schwab U.S. Mid-Cap ETF
-0.75%
-$4,415.43 
DFAI Dimensional International Core Equity Market ETF
-0.68%
-$14,819.72 
DFIV Dimensional International Value ETF
-0.65%
-$4,740.98 
AMZN Amazon.com Inc
-0.62%
-$29,921.06 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$68,327.35 
IQLT iShares MSCI International Quality Factor ETF
-0.59%
-$2,540.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$25,007.33 
DIHP Dimensional International High Profitability Portfolio
-0.59%
-$4,011.6 
JPC Nuveen Preferred & Income Opportunities Fund
-0.57%
-$1,058.89 
F Ford Motor Company
-0.56%
-$3,194.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$2,043.29 
SCHX Schwab U.S. Large-Cap ETF
-0.56%
-$4,751.01 
VGK Vanguard FTSE Europe ETF
-0.42%
-$955.5 
DFAU Dimensional US Core Equity Market ETF
-0.41%
-$39,985.7 
PANW Palo Alto Networks, Inc.
-0.31%
-$6,638.84 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$975.6 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.26%
-$1,549.66 
PFG Principal Financial Group, Inc.
-0.23%
-$924.12 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$8,637.13 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.16%
-$3,390 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.16%
-$1,590.44 
DFGP Dimensional Global Core Fixed Income Fund
-0.12%
-$5,470.73 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.11%
-$516.02 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.1%
-$741.51 
PLTR Palantir Technologies Inc.
-0.1%
-$1,024.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.09%
-$362.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.09%
-$1,846.72 
TIP iShares TIPS Bond ETF
-0.08%
-$307.02 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$477.27 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$213.28 
MBB iShares MBS ETF
-0.07%
-$1,681.4 
DYFI IDX Dynamic Fixed Income ETF
-0.07%
-$1,272.33 
IEI iShares 3-7 Year Treasury Bond ETF
-0.06%
-$2,750.02 
FBND Fidelity Total Bond ETF
-0.06%
-$121.5 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$133.8 
NEE NextEra Energy, Inc.
-0.04%
-$147.87 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$1,428.86 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.04%
-$73.01 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$180.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$128.88 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$34.11 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$20.77 Events
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Dividends
Dividend Analysis
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| Trades 1364 | Longs Won 933/1364 68% | Profit Factor 7.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $97,086.02 |
| Average Win $42,944.22 | Best Trade (Jul 15) $1.73M | Sharpe Ratio -9.4 |
| Average Loss -$12,598.01 | Worst Trade (Jul 14) -$290,035.4 | Z-Score 5.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2d | Expectancy $25,393.85 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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