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:
35.44%
Gain +0.28%
Monthly
1.42%
Yearly
18.45%
Drawdown
18.01%
$165.12M
Equity
Holdings
$165.12M
Investment
$138.76M
$33.19M
Profit +$349,555.48
Realized
$6.82M
Unrealized
$26.36M
Dividends
$3.01M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$349,555.48
Win %
71%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$444,200.15
Win %
71%
This Month
Compared to last month
Gain
1.46%
Profit
$2.38M
Win %
71%
This Year
Compared to last year
Gain
0.69%
Profit
$1.2M
Win %
69%
PNC The PNC Financial Services Group, Inc.
+2.35%
+$8,421.84 
SSD Simpson Manufacturing Co., Inc.
+2.3%
+$7,455.5 
GEV GE Vernova Inc.
+2.3%
+$10,063.04 
BNY BlackRock New York Municipal Income Trust
+2.25%
+$9,815.04 
WFC Wells Fargo & Company
+2.17%
+$9,066.6 
BLK BlackRock, Inc.
+2.16%
+$38,768.35 
JPM JPMorgan Chase & Co.
+2.15%
+$54,702.18 
GS The Goldman Sachs Group, Inc.
+1.94%
+$7,967.19 
TTC The Toro Company
+1.92%
+$6,234.57 
PKG Packaging Corporation of America
+1.92%
+$8,175.18 
GE General Electric Company
+1.91%
+$8,653.92 
NOC Northrop Grumman Corporation
+1.91%
+$5,870.48 
LHX L3Harris Technologies, Inc.
+1.9%
+$25,922.8 
RTX RTX Corporation
+1.86%
+$27,503.22 
OKE ONEOK, Inc.
+1.82%
+$6,078.6 
TSLA Tesla, Inc.
+1.8%
+$10,913.45 
GD General Dynamics Corporation
+1.78%
+$8,732.53 
MNST Monster Beverage Corporation
+1.76%
+$6,608 
SYK Stryker Corporation
+1.65%
+$17,632.08 
ASML ASML Holding N.V. New York Registry Shares
+1.62%
+$6,066.98 
GOLF Acushnet Holdings Corp.
+1.57%
+$3,680 
TGT Target Corporation
+1.38%
+$3,408.48 
PM Philip Morris International Inc.
+1.32%
+$5,922.18 
LOW Lowe's Companies Inc.
+1.31%
+$14,001.36 
MRK Merck & Co., Inc.
+1.29%
+$3,796.87 
TJX The TJX Companies, Inc.
+1.26%
+$15,047.76 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.21%
+$2,775.74 
SPGI S&P Global Inc.
+1.21%
+$3,855 
PSX Phillips 66
+1.15%
+$29,696.85 
AXP American Express Company
+1.15%
+$5,851.81 
FCN Fti Consulting Inc.
+1.13%
+$2,331.44 
RBC RBC Bearings Incorporated
+1.11%
+$2,549.33 
DVY iShares Select Dividend ETF
+1.07%
+$2,450.97 
AWK American Water Works Company, Inc.
+1.04%
+$2,292.12 
EMR Emerson Electric Co.
+1.04%
+$17,389.78 
LIN Linde plc
+1.01%
+$1,948.05 
BAC Bank of America Corporation
+1.01%
+$16,521.44 
WMT Walmart Inc.
+1%
+$8,328.44 
AVDE Avantis International Equity ETF
+0.99%
+$79,525.95 
ISRG Intuitive Surgical, Inc.
+0.98%
+$9,681.02 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$4,965.84 
KO The Coca-Cola Company
+0.97%
+$11,815.64 
GGG Graco Inc.
+0.97%
+$4,050.33 
JNJ Johnson & Johnson
+0.94%
+$2,875.04 
APD Air Products and Chemicals, Inc.
+0.92%
+$3,250.39 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$10,694.64 
WTS Watts Water Technologies Inc.
+0.87%
+$3,121.71 
NEE NextEra Energy, Inc.
+0.86%
+$7,809.12 
TMUS T-Mobile US, Inc.
+0.86%
+$7,111.81 
CAT Caterpillar Inc.
+0.85%
+$4,834.16 
TXN Texas Instruments Inc
+0.82%
+$9,104.04 
BX Blackstone Inc.
+0.8%
+$2,384.37 
IBM International Business Machines Corporation
+0.78%
+$3,284.85 
COWZ Pacer US Cash Cows 100 ETF
+0.74%
+$28,289.56 
XEL Xcel Energy Inc.
+0.73%
+$2,596 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.71%
+$43,081.83 
TPL Texas Pacific Land Corporation
+0.66%
+$1,677.54 
COST Costco Wholesale Corporation
+0.65%
+$11,679.34 
XOM Exxon Mobil Corporation
+0.64%
+$2,552.5 
UNP Union Pacific Corporation
+0.63%
+$2,725.88 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$3,246.13 
LLY Eli Lilly and Company
+0.58%
+$4,163.06 
ICE Intercontinental Exchange, Inc.
+0.52%
+$5,729.49 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$18,674.21 
LSTR Landstar System Inc.
+0.45%
+$1,016.01 
AMGN Amgen Inc.
+0.42%
+$9,368.57 
AAPL Apple Inc.
+0.41%
+$38,168.2 
XLRE The Real Estate Select Sector SPDR Fund
+0.38%
+$955.84 
VO Vanguard Mid-Cap ETF
+0.37%
+$19,840.2 
MA Mastercard Incorporated
+0.33%
+$822.12 
ADI Analog Devices, Inc.
+0.33%
+$4,423.29 
V Visa Inc. Class A
+0.32%
+$1,557.36 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$724.16 
AMT American Tower Corporation
+0.29%
+$1,444.56 
DE Deere & Company
+0.24%
+$1,548.24 
PRI Primerica Inc.
+0.22%
+$705.16 
IWM iShares Russell 2000 ETF
+0.16%
+$1,609.11 
ETN Eaton Corporation plc
+0.16%
+$801.35 
QGRO American Century U.S. Quality Growth ETF
+0.11%
+$6,039.93 
EME EMCOR Group, Inc.
+0.09%
+$153.75 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.05%
+$465.04 
IVV iShares Core S&P 500 ETF
+0.05%
+$1,414.24 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$5,001.74 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$1,405.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$454.48 
FTRB Federated Hermes Total Return Bond ETF
+0.02%
+$135.41 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$278.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.03 
EBIT Harbor AlphaEdge Small Cap Earners ETF
0%
$0 
PANW Palo Alto Networks, Inc.
-3.66%
-$14,934.61 
STX Seagate Technology Holdings plc
-3.52%
-$6,806.8 
MU Micron Technology, Inc.
-3.01%
-$16,489.05 
AMD Advanced Micro Devices, Inc.
-2.63%
-$60,004.88 
NFLX Netflix, Inc.
-1.91%
-$7,681.21 
UNH UnitedHealth Group Incorporated
-1.9%
-$68,947.41 
ANET Arista Networks, Inc.
-1.85%
-$10,306.24 
PLTR Palantir Technologies Inc.
-1.82%
-$11,862.06 
KLAC KLA Corporation
-1.79%
-$57,826.27 
AVGO Broadcom Inc.
-1.56%
-$13,033 
CSCO Cisco Systems, Inc.
-1.11%
-$28,117.42 
ORCL Oracle Corporation
-1.1%
-$3,432.12 
XLK State Street Technology Select Sector SPDR ETF
-1.03%
-$10,386.92 
PWR Quanta Services Inc.
-0.98%
-$3,686.37 
VGT Vanguard Information Technology ETF
-0.95%
-$1,951.12 
AMAT Applied Materials, Inc.
-0.85%
-$1,507.92 
AVEM Avantis Emerging Markets Equity ETF
-0.84%
-$21,325.6 
LRCX Lam Research Corporation
-0.77%
-$1,063.58 
GOOGL Alphabet Inc
-0.71%
-$12,992.72 
META Meta Platforms Inc Class A
-0.71%
-$9,429.64 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$6,561.1 
AMZN Amazon.com Inc
-0.59%
-$12,714.16 
IEMG iShares Core MSCI Emerging Markets ETF
-0.58%
-$3,060.87 
GOOG Alphabet Inc
-0.57%
-$13,526.77 
VWO Vanguard FTSE Emerging Markets ETF
-0.57%
-$18,977.08 
NVDA NVIDIA Corporation
-0.42%
-$17,923.36 
MSFT Microsoft Corp.
-0.4%
-$21,612.97 
VST Vistra Corp
-0.33%
-$1,054.94 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.25%
-$630.32 
HOOD Robinhood Markets, Inc.
-0.22%
-$1,094.57 
NOW ServiceNow, Inc.
-0.14%
-$664.26 
CF CF Industries Holdings, Inc.
-0.13%
-$393.6 
CDNS Cadence Design Systems, Inc.
-0.12%
-$411.2 
PHYL PGIM Active High Yield Bond ETF
-0.1%
-$251.16 
IBTP iShares iBonds Dec 2034 ETF
-0.1%
-$1,116.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$188.32 
JBND JPMorgan Active Bond ETF
-0.09%
-$223.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$163.53 
XLC Communication Services Select Sector SPDR Fund
-0.08%
-$185.85 
ABBV AbbVie Inc.
-0.08%
-$284.89 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.07%
-$204.5 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$403.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$271.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 882 | Longs Won 583/882 66% | Profit Factor 6.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $151,127.6 |
| Average Win $68,105.14 | Best Trade (Oct 16) $1.86M | Sharpe Ratio -10.12 |
| Average Loss -$21,806.33 | Worst Trade (Oct 14) -$653,973.26 | Z-Score 4.38 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $37,624.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,263 | $7.05M | $9.36M | - | $2.32M | 32.87% | +0.409% |
| ABBV AbbVie Inc. | 1,295 | $243,901.93 | $366,718.1 | - | $122,816.17 | 50.35% | -0.078% |
| ADI Analog Devices, Inc. | 3,351 | $800,521.39 | $1.36M | - | $557,538.38 | 69.65% | +0.327% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,058 | $904,712.65 | $863,952.04 | - | -$40,760.61 | -4.51% | -0.031% |
| AMAT Applied Materials, Inc. | 412 | $297,850 | $175,656.2 | - | -$122,193.8 | -41.03% | -0.851% |
| AMD Advanced Micro Devices, Inc. | 4,064 | $699,417.15 | $2.22M | - | $1.53M | 218.11% | -2.626% |
| AMGN Amgen Inc. | 5,176 | $1.54M | $2.26M | - | $718,448.73 | 46.73% | +0.417% |
| AMT American Tower Corporation | 2,778 | $508,327.3 | $505,262.64 | - | -$3,064.66 | -0.6% | +0.287% |
| AMZN Amazon.com Inc | 8,448 | $1.85M | $2.14M | - | $287,375.81 | 15.52% | -0.591% |
| ANET Arista Networks, Inc. | 2,996 | $303,616.4 | $545,691.44 | - | $242,075.04 | 79.73% | -1.854% |
| APD Air Products and Chemicals, Inc. | 1,195 | $347,318.23 | $357,687.4 | - | $10,369.17 | 2.99% | +0.917% |
| ASML ASML Holding N.V. New York Registry Shares | 226 | $241,788.05 | $380,648.41 | - | $138,860.36 | 57.43% | +1.62% |
| AVDE Avantis International Equity ETF | 89,355 | $7.04M | $8.11M | - | $1.07M | 15.24% | +0.99% |
| AVEM Avantis Emerging Markets Equity ETF | 28,060 | $2.09M | $2.52M | - | $425,464.27 | 20.36% | -0.841% |
| AVGO Broadcom Inc. | 2,418 | $669,852.96 | $819,556.92 | - | $149,703.96 | 22.35% | -1.565% |
| AWK American Water Works Company, Inc. | 1,649 | $215,297.64 | $221,675.07 | - | $6,377.43 | 2.96% | +1.045% |
| AXP American Express Company | 1,621 | $493,327.67 | $514,635.08 | - | $21,307.41 | 4.32% | +1.15% |
| BAC Bank of America Corporation | 31,772 | $1.51M | $1.66M | - | $151,102.75 | 10.02% | +1.006% |
| BLK BlackRock, Inc. | 1,602 | $1.64M | $1.83M | - | $192,862.24 | 11.75% | +2.159% |
| BNY BlackRock New York Municipal Income Trust | 3,072 | $248,092.93 | $446,315.52 | - | $198,222.59 | 79.9% | +2.249% |
No 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
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 - $317,669.24. 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 - $243,905.45, 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 $3.01M earned over time. The largest contributors to dividend income include Avantis International Equity ETF - $175,348.35, SPDR S&P 500 ETF Trust - $146,435.08, UnitedHealth Group Incorporated - $120,124.87, Cisco Systems, Inc - $86,221.2, and Pacer US Cash Cows 100 ETF - $84,143.31. 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.
2026 © Marketlog. All Rights Reserved.
