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:
0.59%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
14.91%
$242.64M
Equity
Holdings
$242.64M
Investment
$218.28M
$25.45M
Profit -$6.39M
Realized
$1.09M
Unrealized
$24.36M
Dividends
$5.8M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.39M
Win %
71%
This Week
Compared To Last Week
Gain
-2.91%
Profit
-$7.27M
Win %
71%
This Month
Compared to last month
Gain
-2.97%
Profit
-$7.44M
Win %
71%
This Year
Compared to last year
Gain
3.64%
Profit
$8.53M
Win %
69%
SNDK SanDisk Corporation
+5.84%
+$82,667.28 
MU Micron Technology, Inc.
+4.02%
+$37,856.15 
WDC Western Digital Corporation
+3.03%
+$14,140 
GEV GE Vernova Inc.
+2.44%
+$28,108.32 
MO Altria Group, Inc.
+1.64%
+$8,794 
XOM Exxon Mobil Corporation
+1.63%
+$4,800.46 
JNJ Johnson & Johnson
+1.38%
+$4,712.7 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$10,960 
CVX Chevron Corporation
+1.26%
+$5,152.7 
PM Philip Morris International Inc.
+1.21%
+$16,062.06 
CMI Cummins Inc.
+1.07%
+$3,058.01 
GLD SPDR Gold Shares
+1.03%
+$102,881.12 
IAU iShares Gold Trust
+1.02%
+$10,516.88 
GLDM SPDR Gold MiniShares Trust
+0.97%
+$55,261.31 
WELL Welltower Inc.
+0.94%
+$2,825 
MRK Merck & Co., Inc.
+0.85%
+$2,105.88 
XLE Energy Select Sector SPDR Fund
+0.84%
+$38,207.52 
PH Parker-Hannifin Corporation
+0.81%
+$1,891.24 
VRT Vertiv Holdings Co
+0.67%
+$1,960 
ROST Ross Stores, Inc.
+0.51%
+$1,589.34 
AMD Advanced Micro Devices, Inc.
+0.47%
+$7,416.63 
LVHI Franklin International Low Volatility High Dividend ETF
+0.38%
+$58,095.84 
XLI Industrial Select Sector SPDR Fund
+0.33%
+$32,309.58 
LRCX Lam Research Corporation
+0.28%
+$900 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.28%
+$550 
BA Boeing Company
+0.24%
+$826.37 
DFUV Dimensional US Marketwide Value ETF
+0.14%
+$753.37 
XLRE The Real Estate Select Sector SPDR Fund
+0.12%
+$3,519.67 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.11%
+$32,518.55 
MBB iShares MBS ETF
+0.06%
+$7,920.6 
XLU Utilities Select Sector SPDR Fund
+0.03%
+$1,160.03 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$857.6 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$984.54 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SO The Southern Company
0%
$0 
KO The Coca-Cola Company
-2.88%
-$9,430.05 
MELI MercadoLibre, Inc.
-2.39%
-$8,884 
MSFT Microsoft Corp.
-2.29%
-$33,562.08 
GOOG Alphabet Inc
-2.27%
-$26,305.57 
XLC Communication Services Select Sector SPDR Fund
-1.91%
-$96,412.45 
TSLA Tesla, Inc.
-1.87%
-$16,607.5 
PLTR Palantir Technologies Inc.
-1.86%
-$12,525 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$96,239.08 
LOW Lowe's Companies Inc.
-1.54%
-$6,533.46 
SPOT Spotify Technology S.A.
-1.53%
-$7,295 
CTSH Cognizant Technology Solutions Corporation
-1.44%
-$3,200 
AKRE Akre Focus ETF
-1.42%
-$21,815.73 
PEP PepsiCo, Inc.
-1.28%
-$5,370 
NVDA NVIDIA Corporation
-1.11%
-$119,463.96 
HD The Home Depot, Inc.
-1.09%
-$9,145.27 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.01%
-$58,022.96 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$5,569.2 
CLS Celestica Inc.
-0.93%
-$5,642.82 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$2,854.92 
AAPL Apple Inc.
-0.88%
-$10,384.07 
AMZN Amazon.com Inc
-0.75%
-$8,089.64 
CCEP Coca-Cola Europacific Partners PLC
-0.68%
-$1,800 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$1,367.1 
JAVA JPMorgan Active Value ETF
-0.47%
-$13,892.8 
XLF Financial Select Sector SPDR Fund
-0.41%
-$50,103.89 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$9,103.59 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.37%
-$24,825.24 
WMT Walmart Inc.
-0.28%
-$2,331.2 
AVGO Broadcom Inc.
-0.25%
-$5,004.6 
MDLZ Mondelez International, Inc.
-0.24%
-$697.35 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$14,454.2 
XLB Materials Select Sector SPDR Fund
-0.17%
-$5,472.56 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$9,110.86 
DUK Duke Energy Corporation
-0.09%
-$193.49 
MUB iShares National Muni Bond ETF
-0.06%
-$520.39 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$453.4 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$1,108.08 Events
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Dividends
Dividend Analysis
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| Trades 202 | Longs Won 144/202 71% | Profit Factor 9.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $411,742.25 |
| Average Win $198,163.24 | Best Trade (Jul 14) $5.76M | Sharpe Ratio -103.57 |
| Average Loss -$53,206.86 | Worst Trade (Jul 14) -$510,291.36 | Z-Score 6.52 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $125,987.67 |
| 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 | 4,566 | 4,110 | 3,653 | 3,196 | 2,740 | 2,283 | 1,826 | 1,370 | 913 | 457 |
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Returns
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Option values are updated at end of day.
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