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:
5.67%
Gain
Monthly
0.3%
Yearly
3.65%
Drawdown
20.96%
$158.37M
Equity
Holdings
$158.37M
Investment
$132.13M
$31.57M
Profit -$383,135.56
Realized
$5.33M
Unrealized
$26.24M
Dividends
$2.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$383,135.56
Win %
74%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$398,824.11
Win %
74%
This Month
Compared to last month
Gain
-0.02%
Profit
-$37,422.03
Win %
74%
This Year
Compared to last year
Gain
13.07%
Profit
$18.31M
Win %
73%
SYK Stryker Corporation
+4.17%
+$47,005.2 
JKHY Jack Henry & Associates, Inc.
+3.74%
+$8,053.05 
UNP Union Pacific Corporation
+3.68%
+$14,928.27 
MDT Medtronic plc
+3.6%
+$7,853.2 
MRK Merck & Co., Inc.
+3.51%
+$9,027.2 
AWK American Water Works Company, Inc.
+3.34%
+$7,508 
GGG Graco Inc.
+3.29%
+$13,450.36 
UNH UnitedHealth Group Incorporated
+3.12%
+$84,447.04 
ABBV AbbVie Inc.
+3.01%
+$8,198.78 
IBM International Business Machines Corporation
+2.94%
+$12,042.56 
LSTR Landstar System Inc.
+2.89%
+$9,311.22 
LOW Lowe's Companies Inc.
+2.79%
+$30,607.44 
IBP Installed Building Products Inc.
+2.72%
+$5,620.05 
AMGN Amgen Inc.
+2.67%
+$55,024.21 
TMUS T-Mobile US, Inc.
+2.62%
+$21,015.02 
TJX The TJX Companies, Inc.
+2.62%
+$25,777.7 
ISRG Intuitive Surgical, Inc.
+2.6%
+$18,514.19 
T AT&T Inc.
+2.57%
+$4,210.8 
MA Mastercard Incorporated
+2.46%
+$6,106.24 
SPGI S&P Global Inc.
+2.44%
+$8,349.41 
FCN Fti Consulting Inc.
+2.38%
+$6,614.41 
SSD Simpson Manufacturing Co., Inc.
+2.36%
+$10,039.62 
KO The Coca-Cola Company
+2.33%
+$24,723.84 
COST Costco Wholesale Corporation
+2.29%
+$37,320.27 
PPG PPG Industries Inc.
+2.28%
+$6,609.19 
PSX Phillips 66
+2.22%
+$37,679.12 
WMT Walmart Inc.
+2.21%
+$17,586.87 
PKG Packaging Corporation of America
+2.06%
+$7,863.1 
HD The Home Depot, Inc.
+1.99%
+$5,100 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.99%
+$4,454.61 
V Visa Inc. Class A
+1.96%
+$9,131.13 
GOLF Acushnet Holdings Corp.
+1.96%
+$7,994.56 
MSFT Microsoft Corp.
+1.89%
+$72,690.12 
PRI Primerica Inc.
+1.88%
+$8,050.65 
OKE ONEOK, Inc.
+1.87%
+$6,174.4 
TTC The Toro Company
+1.76%
+$6,514.08 
ICE Intercontinental Exchange, Inc.
+1.72%
+$16,034.4 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$49,633.58 
DVY iShares Select Dividend ETF
+1.52%
+$3,652.5 
XLRE The Real Estate Select Sector SPDR Fund
+1.51%
+$3,917.03 
EBIT Harbor AlphaEdge Small Cap Earners ETF
+1.48%
+$24,999.4 
MNST Monster Beverage Corporation
+1.47%
+$5,830.4 
AAPL Apple Inc.
+1.4%
+$121,946.62 
DE Deere & Company
+1.3%
+$6,683.9 
EMR Emerson Electric Co.
+1.25%
+$16,975.17 
CVX Chevron Corporation
+1.11%
+$4,957.08 
LLY Eli Lilly and Company
+1.06%
+$2,719.5 
WFC Wells Fargo & Company
+0.97%
+$4,523.28 
APD Air Products and Chemicals, Inc.
+0.93%
+$3,076.71 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$5,175.9 
BX Blackstone Inc.
+0.92%
+$3,994.71 
XOM Exxon Mobil Corporation
+0.89%
+$3,037.44 
WTS Watts Water Technologies Inc.
+0.84%
+$3,595.86 
AZN AstraZeneca PLC American Depositary Shares
+0.76%
+$1,640.94 
XEL Xcel Energy Inc.
+0.74%
+$2,784.8 
HON Honeywell International Inc.
+0.56%
+$561.1 
AXP American Express Company
+0.51%
+$2,697.36 
JNJ Johnson & Johnson
+0.46%
+$1,327.65 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$17,400.24 
TPL Texas Pacific Land Corporation
+0.43%
+$1,108.01 
NFLX Netflix, Inc.
+0.41%
+$1,779.67 
LIN Linde plc
+0.4%
+$836.4 
NUSC Nuveen ESG Small-Cap ETF
+0.38%
+$908.5 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$1,483.2 
AMZN Amazon.com Inc
+0.37%
+$7,833.96 
GD General Dynamics Corporation
+0.32%
+$1,657.92 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$775.45 
GOOG Alphabet Inc
+0.28%
+$7,220.72 
GOOGL Alphabet Inc
+0.21%
+$4,554.56 
AMT American Tower Corporation
+0.19%
+$892.8 
BAC Bank of America Corporation
+0.18%
+$3,468.3 
IWM iShares Russell 2000 ETF
+0.1%
+$1,195.05 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$395.46 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$67.28 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$269.03 
PLTR Palantir Technologies Inc.
+0.01%
+$63.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$35.52 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VST Vistra Corp
-6.43%
-$19,259.08 
HOOD Robinhood Markets, Inc.
-6%
-$30,055.41 
AMD Advanced Micro Devices, Inc.
-5.4%
-$132,829.14 
GE General Electric Company
-5.37%
-$25,793.55 
GS The Goldman Sachs Group, Inc.
-4.28%
-$23,255.42 
AVGO Broadcom Inc.
-4.2%
-$41,540.99 
ETN Eaton Corporation plc
-4.18%
-$21,252 
CSCO Cisco Systems, Inc.
-3.56%
-$89,953.4 
TXN Texas Instruments Inc
-3.54%
-$42,512.08 
CAT Caterpillar Inc.
-3.36%
-$23,758.15 
PWR Quanta Services Inc.
-3.19%
-$13,683.54 
ANET Arista Networks, Inc.
-2.75%
-$15,729.67 
GEV GE Vernova Inc.
-2.68%
-$14,677.32 
ADI Analog Devices, Inc.
-2.68%
-$50,831.85 
NVDA NVIDIA Corporation
-2.56%
-$108,436.99 
KLAC KLA Corporation
-2.54%
-$128,417.9 
EME EMCOR Group, Inc.
-2.29%
-$5,152.4 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$19,755.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$11,653.52 
META Meta Platforms Inc Class A
-1.71%
-$20,201.31 
CDNS Cadence Design Systems, Inc.
-1.69%
-$7,378.17 
AVEM Avantis Emerging Markets Equity ETF
-1.58%
-$34,714.45 
TSLA Tesla, Inc.
-1.51%
-$9,959.16 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$7,795.73 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$13,168.8 
RTX RTX Corporation
-1.2%
-$18,501.63 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$37,735.1 
RBC RBC Bearings Incorporated
-1.07%
-$3,502.05 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.05%
-$2,021.58 
LHX L3Harris Technologies, Inc.
-1.04%
-$16,279.2 
SAN Banco Santander S.A. Sponsored ADR
-0.98%
-$1,557.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$56,378.49 
AVDE Avantis International Equity ETF
-0.8%
-$56,873.35 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$8,698.95 
QGRO American Century U.S. Quality Growth ETF
-0.52%
-$26,675.06 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.46%
-$1,389.33 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$1,849.7 
JPM JPMorgan Chase & Co.
-0.35%
-$9,096.25 
IVV iShares Core S&P 500 ETF
-0.29%
-$7,109.76 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$27,180.09 
NEE NextEra Energy, Inc.
-0.28%
-$2,687 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$2,207.48 
BLK BlackRock, Inc.
-0.25%
-$4,421.22 
IBTP iShares iBonds Dec 2034 ETF
-0.14%
-$1,468.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$217.05 
NOC Northrop Grumman Corporation
-0.07%
-$195.13 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$238.18 
JBND JPMorgan Active Bond ETF
-0.07%
-$199.44 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.04%
-$394.81 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$319.23 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$349.12 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$812.6 
VO Vanguard Mid-Cap ETF
-0.03%
-$1,469.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 751 | Longs Won 485/751 64% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $164,803.26 |
| Average Win $74,336.22 | Best Trade (Jul 13) $2.62M | Sharpe Ratio -9.65 |
| Average Loss -$16,854.02 | Worst Trade (Jul 15) -$512,963.73 | Z-Score 5.9 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $42,037.15 |
| 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 | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
