Robert Amato Portfolio
Invests via Compass Wealth Management LLC/GA | Managed by Robert Amato
Invests via Compass Wealth Management LLC/GA
Managed by Robert Amato
Automatically Tracked
Veteran dealmaker and operating executive focused on middle-market growth and value creation across technology and healthcare sectors. Robert Amato combines private equity investment experience with hands-on portfolio leadership, emphasizing EBITDA expansion, strategic M&A and operational improvements. Track record centers on board-level governance, commercial scaling and management team development; capital partners view him as a pragmatic operator who bridges investment strategy and execution.
Veteran dealmaker and operating executive focused on middle-market growth and value creation across technology and healthcare sectors. Robert Amato combines private equity investment experience with hands-on portfolio leadership, emphasizing EBITDA expansion, strategic M&A and operational improvements. Track record centers on board-level governance, commercial scaling and management team development; capital partners view him as a pragmatic operator who bridges investment strategy and execution.
Investment Philosophy & Strategy
Patient, operationally oriented private equity investor targeting middle-market technology and healthcare companies. Prioritizes control or influential minority positions where hands-on governance and management development can drive EBITDA expansion. Capital allocation emphasizes buy-and-build M&A, commercial scale-up and disciplined cost rationalization with a 3–7 year value-creation horizon. Risk framework blends conservative leverage, milestone-based capital deployment and active board engagement to align incentives and accelerate exit readiness.
Patient, operationally oriented private equity investor targeting middle-market technology and healthcare companies. Prioritizes control or influential minority positions where hands-on governance and management development can drive EBITDA expansion. Capital allocation emphasizes buy-and-build M&A, commercial scale-up and disciplined cost rationalization with a 3–7 year value-creation horizon. Risk framework blends conservative leverage, milestone-based capital deployment and active board engagement to align incentives and accelerate exit readiness.
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:
17.37%
Gain +1.61%
Monthly
1.18%
Yearly
15.12%
Drawdown
7.33%
$257.13M
Equity
Holdings
$257.13M
Investment
$226.82M
$32.56M
Profit +$3.45M
Realized
$2.25M
Unrealized
$30.31M
Dividends
$6M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.61%
Profit
$3.45M
Win %
72%
This Week
Compared To Last Week
Gain
1.11%
Profit
$2.81M
Win %
72%
This Month
Compared to last month
Gain
3.1%
Profit
$7.73M
Win %
72%
This Year
Compared to last year
Gain
2.48%
Profit
$6.21M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$155,288.28 
GOOG Alphabet Inc
+6.88%
+$75,341.6 
VRT Vertiv Holdings Co
+6.18%
+$14,070.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$186,583.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,560 
MSFT Microsoft Corp.
+3.02%
+$49,862.78 
NVDA NVIDIA Corporation
+2.93%
+$290,559.42 
CVX Chevron Corporation
+2.35%
+$10,043.44 
WDC Western Digital Corporation
+2.21%
+$23,600.1 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$75,759.08 
PH Parker-Hannifin Corporation
+1.43%
+$3,325.09 
XLE Energy Select Sector SPDR Fund
+1%
+$48,607.15 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$57,134.56 
JAVA JPMorgan Active Value ETF
+0.87%
+$24,966.9 
GEV GE Vernova Inc.
+0.85%
+$9,232.41 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$81,565.4 
TSLA Tesla, Inc.
+0.76%
+$4,835.6 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,234.79 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,687.45 
PLTR Palantir Technologies Inc.
+0.65%
+$3,999.99 
MO Altria Group, Inc.
+0.57%
+$2,871.18 
AVGO Broadcom Inc.
+0.37%
+$7,227.36 
MRK Merck & Co., Inc.
+0.32%
+$792.55 
JPM JPMorgan Chase & Co.
+0.27%
+$626.98 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,208.04 
SO The Southern Company
+0.21%
+$4,121.2 
JNJ Johnson & Johnson
+0.21%
+$723.98 
CMI Cummins Inc.
+0.19%
+$536.81 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,003.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$16,279.44 
WMT Walmart Inc.
+0.09%
+$728.61 
AAPL Apple Inc.
-7.35%
-$86,310.4 
CLS Celestica Inc.
-6%
-$42,321.15 
MU Micron Technology, Inc.
-5.9%
-$56,999.45 
SNDK SanDisk Corporation
-5.09%
-$65,130 
SPOT Spotify Technology S.A.
-4.34%
-$22,669.99 
XLB Materials Select Sector SPDR Fund
-2.34%
-$79,380.84 
BA Boeing Company
-2.15%
-$7,492.22 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$5,625 
AMD Advanced Micro Devices, Inc.
-1.9%
-$28,699.5 
LRCX Lam Research Corporation
-1.58%
-$4,700.01 
GLD SPDR Gold Shares
-1.49%
-$151,149.63 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$91,809.69 
IAU iShares Gold Trust
-1.46%
-$15,636.94 
MDLZ Mondelez International, Inc.
-1.22%
-$3,579.74 
LOW Lowe's Companies Inc.
-1.08%
-$4,453.74 
KO The Coca-Cola Company
-1.02%
-$3,466.8 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$1,900 
XOM Exxon Mobil Corporation
-0.97%
-$3,087.54 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$52,923.42 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$108,046.2 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$24,299.35 
DUK Duke Energy Corporation
-0.67%
-$1,477.56 
PM Philip Morris International Inc.
-0.61%
-$8,276.45 
ROST Ross Stores, Inc.
-0.59%
-$1,995 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$74,059.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$15,037.17 
WELL Welltower Inc.
-0.51%
-$1,487.5 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$31,228.88 
PEP PepsiCo, Inc.
-0.46%
-$1,920.64 
HD The Home Depot, Inc.
-0.42%
-$3,327.71 
MELI MercadoLibre, Inc.
-0.41%
-$1,556.01 
MBB iShares MBS ETF
-0.4%
-$56,266.64 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$517.95 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$43,584.47 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$49,500.16 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,152.2 
VTP Vanguard Total Inflation-Protected Securities ETF
-0.13%
-$307.59 
MUB iShares National Muni Bond ETF
-0.11%
-$964.92 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,003.14 
XLF Financial Select Sector SPDR Fund
-0.1%
-$13,389.72 
AKRE Akre Focus ETF
-0.09%
-$1,181.5 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$6,362.73 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$466.77 Events
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Dividends
Dividend Analysis
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| Trades 253 | Longs Won 181/253 71% | Profit Factor 10.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $461,720.17 |
| Average Win $198,505.91 | Best Trade (Aug 13) $3.73M | Sharpe Ratio -9.91 |
| Average Loss -$46,830.31 | Worst Trade (Aug 02) -$1.74M | Z-Score 7.04 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $128,686.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,495 | 4,945 | 4,396 | 3,846 | 3,297 | 2,747 | 2,198 | 1,648 | 1,099 | 549 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,520 | $728,588.32 | $1.09M | - | $358,774.88 | 49.24% | -7.354% |
| AKRE Akre Focus ETF | 23,630 | $1.55M | $1.36M | - | -$189,512.97 | -12.24% | -0.087% |
| AMD Advanced Micro Devices, Inc. | 3,106 | $443,911.91 | $1.48M | - | $1.04M | 233.16% | -1.904% |
| AMZN Amazon.com Inc | 4,304 | $944,178.28 | $1.17M | - | $224,702 | 23.8% | +15.321% |
| AVGO Broadcom Inc. | 5,019 | $1.38M | $1.95M | - | $570,326.01 | 41.22% | +0.371% |
| BA Boeing Company | 1,574 | $329,889 | $340,204.36 | - | $10,315.36 | 3.13% | -2.155% |
| CCEP Coca-Cola Europacific Partners PLC | 2,500 | $231,800 | $273,650 | - | $41,850 | 18.05% | -2.014% |
| CLS Celestica Inc. | 2,001 | $493,006 | $663,211.44 | - | $170,205.44 | 34.52% | -5.998% |
| CMI Cummins Inc. | 440 | $224,598 | $279,048 | - | $54,450 | 24.24% | +0.193% |
| CRWD CrowdStrike Holdings, Inc. | 4,000 | $509,312 | $763,440 | - | $254,128 | 49.9% | +3.045% |
| CVX Chevron Corporation | 2,222 | $318,265.74 | $437,356.26 | - | $119,090.52 | 37.42% | +2.35% |
| DFUV Dimensional US Marketwide Value ETF | 10,067 | $426,143.63 | $559,624.53 | - | $133,480.9 | 31.32% | +0.216% |
| DUK Duke Energy Corporation | 1,759 | $207,562 | $220,631.37 | - | $13,069.37 | 6.3% | -0.665% |
| GEV GE Vernova Inc. | 1,111 | $622,261.01 | $1.1M | - | $477,951.16 | 76.81% | +0.846% |
| GLD SPDR Gold Shares | 26,895 | $8.2M | $9.99M | - | $1.79M | 21.88% | -1.49% |
| GLDM SPDR Gold MiniShares Trust | 77,151 | $5.41M | $6.18M | - | $775,800.67 | 14.35% | -1.463% |
| GOOG Alphabet Inc | 3,280 | $581,886 | $1.17M | - | $587,925.97 | 101.04% | +6.884% |
| HD The Home Depot, Inc. | 2,394 | $877,268.96 | $794,712.22 | - | -$82,556.74 | -9.41% | -0.417% |
| IAU iShares Gold Trust | 13,838 | $862,937.98 | $1.05M | - | $191,102.48 | 22.15% | -1.462% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 80,187 | $6.22M | $7.26M | - | $1.03M | 16.58% | -0.724% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Robert Amato?
The largest contributions to the portfolio's profits come from the following stocks: iShares AAA - A Rated Corporate Bond ETF - $1.44M, Invesco S&P 500 Equal Weight ETF - $1.23M, Franklin International Low Volatility High Dividend ETF - $989,397.83, Vanguard Short-Term Treasury Fund - $686,846.52, and Schwab U.S. Dividend Equity ETF - $638,377.51. 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: Meta Platforms Inc Class A - $105,062, Akre Focus ETF - $86,509.57, Cognizant Technology Solutions Corporation - $77,000, UnitedHealth Group Incorporated - $12,924, and Super Micro Computer Inc - $10,889.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Amato's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6M earned over time. The largest contributors to dividend income include iShares AAA - A Rated Corporate Bond ETF - $1.46M, Vanguard Short-Term Treasury Fund - $744,981.15, Franklin International Low Volatility High Dividend ETF - $743,064.04, iShares MBS ETF - $574,609.9, and Schwab U.S. Dividend Equity ETF - $354,726.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Amato's monthly returns?
Robert Amato's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robert Amato's strategy be considered aggressive or moderate?
Robert Amato's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Robert Amato's strategy?
Robert Amato's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
