CARL LYMANGOOD Portfolio
Invests via Petros Family Wealth, LLC | Managed by Carl Lymangood
Invests via Petros Family Wealth, LLC
Managed by Carl Lymangood
Automatically Tracked
CARL LYMANGOOD Profile
Senior corporate executive and investor focused on technology and growth-stage businesses. CARL LYMANGOOD combines operational leadership with corporate finance experience, advising on M&A, capital raising and strategic partnerships. Known for scaling commercial teams, leading integrations and engaging institutional investors; active as board advisor and private equity co-investor.
Senior corporate executive and investor focused on technology and growth-stage businesses. CARL LYMANGOOD combines operational leadership with corporate finance experience, advising on M&A, capital raising and strategic partnerships. Known for scaling commercial teams, leading integrations and engaging institutional investors; active as board advisor and private equity co-investor.
Investment Philosophy & Strategy
Operates a growth-stage, operator-led investment approach prioritizing technology businesses where commercial scale and product-market fit can be accelerated through hands-on leadership. Capital deployment favors minority growth equity and co-investments alongside private equity, with a preference for SaaS, fintech, and enterprise software. Investment decisions emphasize clear path to revenue expansion, disciplined underwriting, and governance instruments that enable rapid go-to-market scaling and integration. Typical horizon is medium-to-long term, with active board engagement to drive value creation and de-risk exits.
Operates a growth-stage, operator-led investment approach prioritizing technology businesses where commercial scale and product-market fit can be accelerated through hands-on leadership. Capital deployment favors minority growth equity and co-investments alongside private equity, with a preference for SaaS, fintech, and enterprise software. Investment decisions emphasize clear path to revenue expansion, disciplined underwriting, and governance instruments that enable rapid go-to-market scaling and integration. Typical horizon is medium-to-long term, with active board engagement to drive value creation and de-risk exits.
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:
34.55%
Gain -0.5%
Monthly
1.49%
Yearly
19.47%
Drawdown
18.03%
$164.49M
Equity
Holdings
$164.49M
Investment
$138.76M
$32.52M
Profit -$596,113.5
Realized
$6.78M
Unrealized
$25.74M
Dividends
$2.57M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$596,113.5
Win %
71%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.21M
Win %
71%
This Month
Compared to last month
Gain
-0.36%
Profit
-$596,113.5
Win %
71%
This Year
Compared to last year
Gain
0.31%
Profit
$574,389.68
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$304,803.76 
ETN Eaton Corporation plc
+7.32%
+$36,010.32 
GOOG Alphabet Inc
+6.88%
+$157,321.53 
GOOGL Alphabet Inc
+6.73%
+$117,720.33 
ANET Arista Networks, Inc.
+5.46%
+$27,952.7 
META Meta Platforms Inc Class A
+3.28%
+$31,877.02 
LSTR Landstar System Inc.
+3.21%
+$7,118.73 
MSFT Microsoft Corp.
+3.02%
+$135,341.84 
NVDA NVIDIA Corporation
+2.93%
+$112,464.3 
CDNS Cadence Design Systems, Inc.
+2.16%
+$7,401.58 
CSCO Cisco Systems, Inc.
+2.14%
+$55,775.79 
TPL Texas Pacific Land Corporation
+2.11%
+$6,155.86 
OKE ONEOK, Inc.
+1.95%
+$6,410.16 
LHX L3Harris Technologies, Inc.
+1.9%
+$29,205.65 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,783.45 
ORCL Oracle Corporation
+1.81%
+$5,356.89 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,427.9 
NOC Northrop Grumman Corporation
+1.43%
+$4,700.08 
PWR Quanta Services Inc.
+1.43%
+$5,506.07 
GE General Electric Company
+1.42%
+$7,303.56 
KLAC KLA Corporation
+1.38%
+$46,149.85 
WFC Wells Fargo & Company
+1.19%
+$5,137.74 
AMAT Applied Materials, Inc.
+1.18%
+$2,430.81 
NOW ServiceNow, Inc.
+1.05%
+$3,669.08 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$31,722.88 
UNP Union Pacific Corporation
+0.92%
+$4,021.04 
GOLF Acushnet Holdings Corp.
+0.88%
+$2,590.72 
IBM International Business Machines Corporation
+0.86%
+$3,428.41 
GEV GE Vernova Inc.
+0.85%
+$3,922.32 
EMR Emerson Electric Co.
+0.79%
+$12,214.28 
TSLA Tesla, Inc.
+0.76%
+$3,941.17 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$2,045 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,809.1 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$67,615.45 
CAT Caterpillar Inc.
+0.7%
+$4,371.56 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,239.04 
PLTR Palantir Technologies Inc.
+0.65%
+$2,592.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,402.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,774.13 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$4,766.66 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$1,979.52 
STX Seagate Technology Holdings plc
+0.52%
+$1,246 
PSX Phillips 66
+0.51%
+$9,631.26 
WTS Watts Water Technologies Inc.
+0.48%
+$1,681.7 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,938.34 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$20,907.45 
RTX RTX Corporation
+0.39%
+$6,657.84 
AVGO Broadcom Inc.
+0.37%
+$3,481.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,800.48 
BAC Bank of America Corporation
+0.36%
+$6,989.84 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.35%
+$876.97 
GD General Dynamics Corporation
+0.32%
+$1,772.66 
TTC The Toro Company
+0.32%
+$934.38 
MRK Merck & Co., Inc.
+0.32%
+$830.27 
JPM JPMorgan Chase & Co.
+0.27%
+$7,112.04 
JNJ Johnson & Johnson
+0.21%
+$640.24 
ADI Analog Devices, Inc.
+0.2%
+$2,479.71 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$7,072.39 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$767.99 
ISRG Intuitive Surgical, Inc.
+0.1%
+$829.78 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,525.4 
WMT Walmart Inc.
+0.09%
+$705.81 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$363.58 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$44.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$668,488.76 
SYK Stryker Corporation
-6.42%
-$81,384.62 
LIN Linde plc
-5.95%
-$11,801.4 
MU Micron Technology, Inc.
-5.9%
-$30,410.04 
FCN Fti Consulting Inc.
-2.85%
-$6,598.71 
ABBV AbbVie Inc.
-2.51%
-$8,378.65 
ICE Intercontinental Exchange, Inc.
-2.42%
-$26,162.37 
NFLX Netflix, Inc.
-2%
-$8,097.16 
AWK American Water Works Company, Inc.
-1.93%
-$4,353.36 
AMD Advanced Micro Devices, Inc.
-1.9%
-$37,551.44 
RBC RBC Bearings Incorporated
-1.89%
-$4,882 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,345.45 
UNH UnitedHealth Group Incorporated
-1.68%
-$63,142.26 
LRCX Lam Research Corporation
-1.58%
-$2,335.91 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$5,071.43 
MNST Monster Beverage Corporation
-1.3%
-$5,245.1 
TJX The TJX Companies, Inc.
-1.21%
-$15,874.48 
NEE NextEra Energy, Inc.
-1.15%
-$11,598.84 
DE Deere & Company
-1.13%
-$6,684.39 
PKG Packaging Corporation of America
-1.12%
-$5,114.07 
TXN Texas Instruments Inc
-1.08%
-$12,058.94 
LOW Lowe's Companies Inc.
-1.08%
-$12,366.97 
PRI Primerica Inc.
-1.04%
-$3,884.18 
KO The Coca-Cola Company
-1.02%
-$11,948.4 
XOM Exxon Mobil Corporation
-0.97%
-$3,486.87 
GGG Graco Inc.
-0.76%
-$3,127.47 
SPGI S&P Global Inc.
-0.74%
-$2,302.51 
MA Mastercard Incorporated
-0.74%
-$1,712.75 
BLK BlackRock, Inc.
-0.73%
-$12,783.94 
PHYL PGIM Active High Yield Bond ETF
-0.66%
-$1,650.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$40,905.63 
AMGN Amgen Inc.
-0.64%
-$12,836.53 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,656.39 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,980.8 
AMT American Tower Corporation
-0.63%
-$3,055.83 
EME EMCOR Group, Inc.
-0.62%
-$1,225.12 
PM Philip Morris International Inc.
-0.61%
-$2,642 
LLY Eli Lilly and Company
-0.53%
-$3,537.01 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,374.02 
FTRB Federated Hermes Total Return Bond ETF
-0.48%
-$3,249.84 
IWM iShares Russell 2000 ETF
-0.47%
-$5,141.57 
CF CF Industries Holdings, Inc.
-0.46%
-$1,426.8 
AVDE Avantis International Equity ETF
-0.46%
-$37,529.1 
DVY iShares Select Dividend ETF
-0.45%
-$1,041.09 
VGT Vanguard Information Technology ETF
-0.38%
-$723.26 
AXP American Express Company
-0.38%
-$2,058.65 
TMUS T-Mobile US, Inc.
-0.36%
-$3,318.79 
IBTP iShares iBonds Dec 2034 ETF
-0.34%
-$3,750.43 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$4,177.95 
VST Vistra Corp
-0.29%
-$898.27 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$701.53 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,264.5 
BX Blackstone Inc.
-0.25%
-$872.02 
COST Costco Wholesale Corporation
-0.24%
-$4,213.38 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$2,016.1 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,018.89 
JBND JPMorgan Active Bond ETF
-0.21%
-$554.07 
EBIT Harbor AlphaEdge Small Cap Earners ETF
-0.17%
-$3,084.41 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$306.02 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,393.92 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,645.36 
HOOD Robinhood Markets, Inc.
-0.05%
-$190.36 
V Visa Inc. Class A
-0.04%
-$173.03 
XEL Xcel Energy Inc.
-0.04%
-$141.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$156.4 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$54.51 
TGT Target Corporation
-0.01%
-$31.53 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$488.18 Events
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Dividends
Dividend Analysis
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| Trades 882 | Longs Won 584/882 66% | Profit Factor 6.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,622.51 |
| Average Win $66,261.9 | Best Trade (Aug 14) $1.92M | Sharpe Ratio -9.45 |
| Average Loss -$20,723.28 | Worst Trade (Sep 01) -$690,804.77 | Z-Score 7.45 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $36,872.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,263 | $7.05M | $8.42M | - | $1.38M | 19.53% | -7.354% |
| ABBV AbbVie Inc. | 1,295 | $243,901.93 | $324,967.3 | - | $81,065.37 | 33.24% | -2.513% |
| ADI Analog Devices, Inc. | 3,351 | $800,521.39 | $1.23M | - | $430,669.52 | 53.8% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,058 | $904,712.65 | $881,977.46 | - | -$22,735.19 | -2.51% | -0.256% |
| AMAT Applied Materials, Inc. | 412 | $297,850 | $209,160.04 | - | -$88,689.96 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,064 | $699,417.15 | $1.94M | - | $1.24M | 176.67% | -1.904% |
| AMGN Amgen Inc. | 5,176 | $1.54M | $1.99M | - | $456,129.05 | 29.67% | -0.64% |
| AMT American Tower Corporation | 2,778 | $508,327.3 | $481,594.08 | - | -$26,733.22 | -5.26% | -0.631% |
| AMZN Amazon.com Inc | 8,448 | $1.85M | $2.29M | - | $442,185.33 | 23.87% | +15.321% |
| ANET Arista Networks, Inc. | 2,996 | $303,616.4 | $540,328.63 | - | $236,712.23 | 77.96% | +5.456% |
| APD Air Products and Chemicals, Inc. | 1,195 | $347,318.23 | $352,393.56 | - | $5,075.33 | 1.46% | -1.769% |
| ASML ASML Holding N.V. New York Registry Shares | 226 | $241,788.05 | $368,154 | - | $126,365.95 | 52.26% | -1.359% |
| AVDE Avantis International Equity ETF | 89,355 | $7.04M | $8.15M | - | $1.11M | 15.78% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 28,060 | $2.09M | $2.51M | - | $421,816.47 | 20.18% | +0.101% |
| AVGO Broadcom Inc. | 2,418 | $669,852.96 | $941,279.04 | - | $271,426.08 | 40.52% | +0.371% |
| AWK American Water Works Company, Inc. | 1,649 | $215,297.64 | $221,246.33 | - | $5,948.69 | 2.76% | -1.93% |
| AXP American Express Company | 1,621 | $493,327.67 | $545,061.25 | - | $51,733.58 | 10.49% | -0.376% |
| BAC Bank of America Corporation | 31,772 | $1.51M | $1.97M | - | $460,244.31 | 30.52% | +0.356% |
| BLK BlackRock, Inc. | 1,602 | $1.64M | $1.75M | - | $105,409.08 | 6.42% | -0.727% |
| BNY BlackRock New York Municipal Income Trust | 3,072 | $248,092.93 | $480,245.76 | - | $232,152.83 | 93.57% | +0.16% |
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FAQ
Which stocks have generated the highest profits for CARL LYMANGOOD?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.49M, KLA Corporation - $1.19M, Advanced Micro Devices, Inc - $376,493.63, GE Vernova Inc - $325,576.73, and Alphabet Inc - $316,516.66. 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 - $264,625.37, Accenture plc Class A - $174,937.4, SoFi Technologies, Inc - $141,696.84, Honeywell International Inc - $119,422.99, and Hormel Foods Corporation - $88,431.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CARL LYMANGOOD's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.57M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $146,299.04, SPDR S&P 500 ETF Trust - $122,518.71, UnitedHealth Group Incorporated - $99,404.95, Cisco Systems, Inc - $76,580.94, and JPMorgan Chase & Co - $65,818.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CARL LYMANGOOD's monthly returns?
CARL LYMANGOOD'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 CARL LYMANGOOD's strategy be considered aggressive or moderate?
CARL LYMANGOOD'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 CARL LYMANGOOD's strategy?
CARL LYMANGOOD'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.
