Collin Randall Portfolio
Invests via Randall & Associates Wealth Management | Managed by Collin Randall
Invests via Randall & Associates Wealth Management
Managed by Collin Randall
Automatically Tracked
Collin Randall Profile
Experienced private equity investor and operator, Collin Randall focuses on growth-oriented lower-middle-market opportunities, operational value creation and carve-outs. Background spans deal sourcing, due diligence and portfolio company leadership across software and industrial sectors. Market-facing skill set includes capital raising, M&A execution and hands-on EBITDA improvement.
Experienced private equity investor and operator, Collin Randall focuses on growth-oriented lower-middle-market opportunities, operational value creation and carve-outs. Background spans deal sourcing, due diligence and portfolio company leadership across software and industrial sectors. Market-facing skill set includes capital raising, M&A execution and hands-on EBITDA improvement.
Investment Philosophy & Strategy
Specializes in growth-oriented lower-middle-market private equity with an operator-led approach prioritizing carve-outs and software/industrial roll-ups. Emphasizes rigorous underwriting, buy-and-build playbooks, and hands-on EBITDA improvement through operational KPIs, margin expansion and commercial acceleration. Capital allocation favors control or majority positions with 3–7 year value-creation horizons. Risk discipline combines conservative leverage, contingent earnouts and milestone-driven incentives for management, while exit strategy targets strategic sales or secondary sponsor recaps.
Specializes in growth-oriented lower-middle-market private equity with an operator-led approach prioritizing carve-outs and software/industrial roll-ups. Emphasizes rigorous underwriting, buy-and-build playbooks, and hands-on EBITDA improvement through operational KPIs, margin expansion and commercial acceleration. Capital allocation favors control or majority positions with 3–7 year value-creation horizons. Risk discipline combines conservative leverage, contingent earnouts and milestone-driven incentives for management, while exit strategy targets strategic sales or secondary sponsor recaps.
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:
5.31%
Gain
Monthly
0.17%
Yearly
2.06%
Drawdown
23.51%
$161.31M
Equity
Holdings
$161.31M
Investment
$130.11M
$36.67M
Profit -$53,820.13
Realized
$5.47M
Unrealized
$31.2M
Dividends
$7.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$53,820.13
Win %
78%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$100,426.71
Win %
78%
This Month
Compared to last month
Gain
0.8%
Profit
$1.28M
Win %
78%
This Year
Compared to last year
Gain
8.72%
Profit
$12.94M
Win %
75%
ACN Accenture plc Class A
+4.42%
+$7,550.41 
FDS FactSet Research Systems Inc.
+3.98%
+$12,580 
ADP Automatic Data Processing Inc.
+3.69%
+$17,777.3 
BR Broadridge Financial Solutions, Inc.
+3.51%
+$8,740.58 
MDT Medtronic plc
+3.48%
+$9,889.6 
AMGN Amgen Inc.
+2.98%
+$15,810.51 
PEP PepsiCo, Inc.
+2.62%
+$10,965.95 
COST Costco Wholesale Corporation
+2.6%
+$4,898.68 
WMT Walmart Inc.
+2.59%
+$5,895.66 
PSX Phillips 66
+2.43%
+$18,202.32 
MCD McDonald's Corporation
+2.32%
+$4,033.98 
GILD Gilead Sciences Inc.
+2.29%
+$4,695.62 
MA Mastercard Incorporated
+2.28%
+$6,509.46 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.09%
+$180,660.64 
PPG PPG Industries Inc.
+2.04%
+$7,451.85 
NJR New Jersey Resources Corporation
+2.03%
+$8,753.75 
MSFT Microsoft Corp.
+1.8%
+$18,740.94 
V Visa Inc. Class A
+1.78%
+$6,943.16 
FTCS First Trust Capital Strength ETF
+1.57%
+$303,535.1 
AAPL Apple Inc.
+1.49%
+$16,826.24 
HD The Home Depot, Inc.
+1.45%
+$7,375.42 
LLY Eli Lilly and Company
+1.35%
+$10,436.22 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.22%
+$147,878.85 
CVX Chevron Corporation
+1.19%
+$2,112.48 
JNJ Johnson & Johnson
+1.14%
+$6,693.42 
XOM Exxon Mobil Corporation
+0.85%
+$2,447.7 
GOOG Alphabet Inc
+0.26%
+$3,335.04 
AMZN Amazon.com Inc
+0.21%
+$1,901.03 
BAC Bank of America Corporation
+0.05%
+$169.86 
AVGO Broadcom Inc.
-4.57%
-$20,664 
CAT Caterpillar Inc.
-4.34%
-$29,916.69 
TXN Texas Instruments Inc
-3.83%
-$20,956.64 
GEV GE Vernova Inc.
-3.47%
-$15,832.8 
ADI Analog Devices, Inc.
-3.17%
-$14,364.99 
NVDA NVIDIA Corporation
-3.07%
-$37,172.93 
CSCO Cisco Systems, Inc.
-2.75%
-$21,223.65 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.74%
-$293,956.47 
META Meta Platforms Inc Class A
-1.92%
-$10,895.64 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$59,193.51 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.09%
-$22,071.99 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.08%
-$30,652.83 
MGK Vanguard Mega Cap Growth ETF
-1.07%
-$159,316.8 
HGER Harbor Commodity All-Weather Fund
-1.02%
-$46,202.65 
JPM JPMorgan Chase & Co.
-0.85%
-$8,121.32 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$128,027.68 
BLK BlackRock, Inc.
-0.68%
-$3,808.74 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.36%
-$9,677.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.25%
-$31,471.76 
VO Vanguard Mid-Cap ETF
-0.22%
-$19,687.17 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$2,680.12 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$1,861.6 
HYLS FT Tactical High Yield ETF
-0.07%
-$1,812.36 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.06%
-$2,890.46 
NEE NextEra Energy, Inc.
-0.04%
-$184.4 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$2,146.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$574.54 Events
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Dividends
Dividend Analysis
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| Trades 459 | Longs Won 311/459 67% | Profit Factor 28.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,356.28 |
| Average Win $122,191.53 | Best Trade (Jul 16) $3.89M | Sharpe Ratio -10.26 |
| Average Loss -$8,963.71 | Worst Trade (Jul 13) -$129,682.28 | Z-Score 4.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $79,901.82 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
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