RT
Richard Tomes Portfolio
Invests via Total Wealth Planning & Management Inc. | Managed by Richard Tomes
Invests via Total Wealth Planning & Management Inc.
Managed by Richard Tomes
Automatically Tracked
Veteran private equity investor and corporate executive, Richard Tomes has led buyouts and growth investments across industrials and healthcare, focusing on operational improvement and value creation. He brings board-level experience, deal sourcing, and portfolio management skills from multi-decade roles at mid-market firms and operating companies. Educated in finance and management, he is known for hands-on restructuring and strategic M&A execution that drives operational turnarounds.
Veteran private equity investor and corporate executive, Richard Tomes has led buyouts and growth investments across industrials and healthcare, focusing on operational improvement and value creation. He brings board-level experience, deal sourcing, and portfolio management skills from multi-decade roles at mid-market firms and operating companies. Educated in finance and management, he is known for hands-on restructuring and strategic M&A execution that drives operational turnarounds.
Investment Philosophy & Strategy
Targets control-oriented, mid-market buyouts and growth equity with a bias to industrials and healthcare, prioritizing operational improvement and margin expansion through hands-on restructuring and strategic M&A. Investment decisions emphasize board-level governance, rigorous due diligence on cash‑flow upside, and clear operational KPIs tied to value creation. Capital allocation favors staged equity and debt-enhancing structures to align incentives and limit downside. Typical holding periods are medium-to-long, focused on driving scalable EBITDA growth and exit optionality.
Targets control-oriented, mid-market buyouts and growth equity with a bias to industrials and healthcare, prioritizing operational improvement and margin expansion through hands-on restructuring and strategic M&A. Investment decisions emphasize board-level governance, rigorous due diligence on cash‑flow upside, and clear operational KPIs tied to value creation. Capital allocation favors staged equity and debt-enhancing structures to align incentives and limit downside. Typical holding periods are medium-to-long, focused on driving scalable EBITDA growth and exit optionality.
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:
7.39%
Gain
Monthly
0.38%
Yearly
4.73%
Drawdown
22.11%
$135.87M
Equity
Holdings
$135.87M
Investment
$109.98M
$33.4M
Profit -$419,152.21
Realized
$7.51M
Unrealized
$25.89M
Dividends
$3.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$419,152.21
Win %
70%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$1.53M
Win %
70%
This Month
Compared to last month
Gain
-0.24%
Profit
-$319,914.23
Win %
70%
This Year
Compared to last year
Gain
8.23%
Profit
$10.33M
Win %
71%
TRV The Travelers Companies, Inc.
+8.21%
+$46,514.16 
IIIN Insteel Industries Inc.
+5.65%
+$32,588.07 
ROAD Construction Partners, Inc. Class A Common Stock
+4.02%
+$35,011.76 
UROY Uranium Royalty Corp.
+3.26%
+$1,921 
GE General Electric Company
+2.78%
+$36,787.18 
XPL Solitario Resources Corp.
+2.68%
+$4,078.13 
CF CF Industries Holdings, Inc.
+2.06%
+$14,347.2 
MRK Merck & Co., Inc.
+2.01%
+$22,703.38 
CMG Chipotle Mexican Grill, Inc.
+1.89%
+$7,372.35 
ABBV AbbVie Inc.
+1.7%
+$55,524.83 
CVS CVS Health Corporation
+1.67%
+$9,576.12 
JNJ Johnson & Johnson
+1.64%
+$18,903.98 
CAH Cardinal Health Inc.
+1.52%
+$12,283.8 
VLO Valero Energy Corporation
+1.46%
+$13,422.45 
XOM Exxon Mobil Corporation
+1.41%
+$29,189.95 
CTGO Contango Ore Inc.
+1.39%
+$3,504.82 
CVX Chevron Corporation
+1.37%
+$15,857 
CI The Cigna Group
+1.29%
+$8,555.6 
LMT Lockheed Martin Corporation
+1.27%
+$9,625.22 
GILD Gilead Sciences Inc.
+1.25%
+$17,924.8 
WLK Westlake Corporation
+1.25%
+$7,398.72 
AWK American Water Works Company, Inc.
+1.21%
+$4,101.08 
VZ Verizon Communications Inc.
+1.19%
+$16,424.72 
RTX RTX Corporation
+1.16%
+$12,150 
ITA iShares U.S. Aerospace & Defense ETF
+1.08%
+$17,135 
HEI Heico Corporation
+1.03%
+$9,503.35 
PRU Prudential Financial, Inc.
+0.99%
+$5,987.8 
APD Air Products and Chemicals, Inc.
+0.97%
+$5,515.2 
EWY iShares MSCI South Korea ETF
+0.96%
+$9,174.37 
GLD SPDR Gold Shares
+0.94%
+$11,477.35 
EQIX Equinix, Inc.
+0.93%
+$3,014.72 
T AT&T Inc.
+0.92%
+$8,400.29 
CEF Sprott Physical Gold and Silver Trust
+0.92%
+$5,440.68 
MPC Marathon Petroleum Corporation
+0.92%
+$9,156.54 
TMUS T-Mobile US, Inc.
+0.91%
+$12,041.92 
VOXR Vox Royalty Corp
+0.82%
+$1,747.2 
MU Micron Technology, Inc.
+0.8%
+$24,316.8 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.77%
+$3,695.1 
WMT Walmart Inc.
+0.77%
+$9,223.47 
GD General Dynamics Corporation
+0.76%
+$4,748.8 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$4,788 
NFGC New Found Gold Corp.
+0.73%
+$1,561 
DVN Devon Energy Corporation
+0.7%
+$6,056.1 
GLDG Goldmining Inc.
+0.68%
+$59.36 
PSLV Sprott Physical Silver Trust
+0.67%
+$2,298 
DLR Digital Realty Trust, Inc.
+0.65%
+$8,418.96 
RWM ProShares Short Russell2000
+0.63%
+$1,217.03 
D Dominion Energy, Inc.
+0.57%
+$3,359.13 
ADC Agree Realty Corporation
+0.55%
+$2,996.84 
DINO HF Sinclair Corporation
+0.53%
+$3,682.76 
AMLP Alerian MLP ETF
+0.46%
+$6,328.75 
LNG Cheniere Energy Inc.
+0.46%
+$18,367.05 
JPM JPMorgan Chase & Co.
+0.41%
+$10,548.92 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.31%
+$1,489.77 
ETR Entergy Corporation
+0.3%
+$861.56 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$1,170.3 
IEF iShares 7-10 Year Treasury Bond ETF
+0.22%
+$1,532.99 
OKE ONEOK, Inc.
+0.2%
+$1,266.92 
AAPL Apple Inc.
+0.14%
+$7,144.32 
PFE Pfizer Inc.
+0.14%
+$1,840.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$334.48 
HII Huntington Ingalls Industries Inc.
+0.1%
+$513.84 
INGR Ingredion Inc.
+0.08%
+$890.8 
TFC Truist Financial Corporation
+0.06%
+$271.08 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FCO abrdn Global Income Fund, Inc.
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 
NFLX Netflix, Inc.
-7.49%
-$81,890.14 
META Meta Platforms Inc Class A
-5.12%
-$71,219.46 
CNXC Concentrix Corporation
-4.25%
-$8,066 
GEHC GE HealthCare Technologies Inc.
-3.72%
-$19,251.93 
IBM International Business Machines Corporation
-3.71%
-$9,040.56 
JOBY Joby Aviation, Inc.
-3.34%
-$5,839.33 
PZZA Papa John's International, Inc.
-3.23%
-$9,701 
TSLA Tesla, Inc.
-2.86%
-$26,428.72 
UBER Uber Technologies, Inc.
-2.75%
-$18,339.48 
OMC Omnicom Group Inc.
-2.68%
-$38,084.69 
UEC Uranium Energy Corp.
-2.52%
-$12,182.4 
TXN Texas Instruments Inc
-2.47%
-$16,537 
PLTR Palantir Technologies Inc.
-2.45%
-$6,297.08 
PLG Platinum Group Metals Ltd.
-2.4%
-$1,937.4 
DDOG Datadog, Inc. Class A Common Stock
-2.37%
-$12,411.34 
GSK GSK plc Sponsored ADR
-2.28%
-$18,432.88 
MSFT Microsoft Corp.
-2.26%
-$59,236.17 
FDS FactSet Research Systems Inc.
-2.25%
-$62,581.3 
XSD SPDR S&P Semiconductor ETF
-2.24%
-$7,003.92 
SHOP Shopify Inc.
-2.23%
-$5,518.62 
SMH VanEck Semiconductor ETF
-2.22%
-$9,275.7 
KO The Coca-Cola Company
-2.21%
-$7,892.24 
CPA Copa Holdings S.A.
-2.15%
-$12,190.23 
NECB Northeast Community Bancorp, Inc.
-1.95%
-$5,769.43 
ALLY Ally Financial Inc.
-1.9%
-$13,147.08 
DXCM DexCom, Inc.
-1.88%
-$5,048.39 
GOOG Alphabet Inc
-1.86%
-$7,949.71 
TMQ Trilogy Metals Inc.
-1.85%
-$2,558.6 
XLC Communication Services Select Sector SPDR Fund
-1.84%
-$4,394.61 
GOOGL Alphabet Inc
-1.82%
-$45,594.75 
MCHP Microchip Technology Incorporated
-1.77%
-$5,921.8 
AMD Advanced Micro Devices, Inc.
-1.71%
-$8,960.4 
V Visa Inc. Class A
-1.7%
-$13,607.57 
VRT Vertiv Holdings Co
-1.68%
-$7,187.4 
ACHR Archer Aviation Inc.
-1.67%
-$2,050.95 
NRG NRG Energy, Inc.
-1.62%
-$19,758.5 
SRV NXG Cushing Midstream Energy Fund
-1.61%
-$6,362.46 
QCOM QUALCOMM Incorporated
-1.61%
-$6,332.14 
KLIC Kulicke & Soffa Industries, Inc.
-1.55%
-$27,126.32 
XTN SPDR S&P Transportation ETF
-1.5%
-$6,973.8 
BX Blackstone Inc.
-1.45%
-$7,806.89 
ICE Intercontinental Exchange, Inc.
-1.45%
-$2,617.85 
NVDA NVIDIA Corporation
-1.41%
-$32,783.77 
OZK Bank OZK
-1.41%
-$8,820 
DNN Denison Mines Corp.
-1.4%
-$1,156 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$26,296.62 
PRIM Primoris Services Corporation
-1.37%
-$8,502.67 
CHI Calamos Convertible Opportunities and Income Fund
-1.32%
-$12,144.12 
MAR Marriott International Inc. - Class A
-1.31%
-$4,413.19 
DY Dycom Industries Inc.
-1.3%
-$14,081.2 
STM STMicroelectronics N.V.
-1.2%
-$29,876.25 
XLK State Street Technology Select Sector SPDR ETF
-1.19%
-$11,024.05 
KBE SPDR S&P Bank ETF
-1.19%
-$5,364.9 
SWK Stanley Black & Decker Inc.
-1.18%
-$5,724 
XHB SPDR S&P Homebuilders ETF
-1.14%
-$4,932.9 
IP International Paper Company
-1.12%
-$10,789.05 
AVGO Broadcom Inc.
-1.12%
-$17,104.56 
PALL abrdn Physical Palladium Shares ETF
-1.07%
-$3,931.03 
C Citigroup Inc.
-0.98%
-$8,986 
CGNX Cognex Corporation
-0.97%
-$6,216.74 
ITRN Ituran Location and Control Ltd.
-0.93%
-$8,363.82 
MMS Maximus Inc.
-0.91%
-$2,899.16 
SPHQ Invesco S&P 500 Quality ETF
-0.88%
-$2,265 
SCHW Charles Schwab Corporation
-0.87%
-$9,881.1 
IYT iShares U.S. Transportation ETF
-0.86%
-$4,815.85 
MSM MSC Industrial Direct Co., Inc.
-0.8%
-$4,646 
GIS General Mills, Inc.
-0.8%
-$2,356 
SBSW Sibanye Stillwater Ltd - ADR
-0.8%
-$1,157.07 
FOR Forestar Group Inc.
-0.74%
-$5,861.78 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$3,862.4 
IVV iShares Core S&P 500 ETF
-0.72%
-$2,229.05 
WPM Wheaton Precious Metals Corp.
-0.72%
-$3,080.25 
VICI Vici Properties Inc.
-0.72%
-$5,083.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$1,921.51 
CLX The Clorox Company
-0.7%
-$4,938.33 
WCC Wesco International Inc.
-0.65%
-$6,716.16 
IWM iShares Russell 2000 ETF
-0.64%
-$3,760.1 
AMZN Amazon.com Inc
-0.6%
-$18,862.5 
HD The Home Depot, Inc.
-0.59%
-$9,425.45 
HL Hecla Mining Company
-0.58%
-$2,099.5 
GLPI Gaming and Leisure Properties, Inc.
-0.52%
-$1,762.5 
DOX Amdocs Limited
-0.49%
-$3,809.26 
J Jacobs Solutions Inc.
-0.49%
-$5,696.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.47%
-$1,789.72 
KDP Keurig Dr Pepper Inc.
-0.46%
-$2,073.5 
XLF Financial Select Sector SPDR Fund
-0.44%
-$1,771 
RIV RiverNorth Opportunities Fund, Inc.
-0.43%
-$1,525.45 
ADSK Autodesk, Inc.
-0.41%
-$1,107.16 
SMG Scotts Miracle-Gro Co.
-0.38%
-$1,596 
MCD McDonald's Corporation
-0.33%
-$610.2 
JQC Nuveen Credit Strategies Income Fund
-0.31%
-$901.78 
MLI Mueller Industries Inc.
-0.29%
-$1,695.24 
BBY Best Buy Co., Inc.
-0.29%
-$1,482.01 
VNM VanEck Vietnam ETF
-0.29%
-$1,289.8 
AG First Majestic Silver Corp
-0.28%
-$2,054.34 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
-0.28%
-$971.29 
R Ryder System Inc.
-0.28%
-$1,916.25 
NHS Neuberger High Yield Strategies Fund Inc.
-0.24%
-$716.4 
KIO KKR Income Opportunities Fund
-0.22%
-$641.35 
EHI Western Asset Global High Income Fund Inc.
-0.17%
-$512.21 
UNM Unum Group
-0.16%
-$1,158.98 
GDX VanEck Gold Miners ETF
-0.15%
-$242.76 
HIX Western Asset High Income Fund II Inc.
-0.13%
-$394.31 
UPS United Parcel Service, Inc.
-0.1%
-$886.68 
ACP abrdn Income Credit Strategies Fund
-0.1%
-$322.84 
DBRG DigitalBridge Group Inc.
-0.1%
-$199.12 
FE FirstEnergy Corp.
-0.05%
-$247.5 
UHT Universal Health Realty Income Trust
-0.05%
-$319.94 Events
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Dividends
Dividend Analysis
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| Trades 839 | Longs Won 525/839 62% | Profit Factor 5.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,307.24 |
| Average Win $77,296.17 | Best Trade (Jul 14) $2.04M | Sharpe Ratio -9.93 |
| Average Loss -$22,882.35 | Worst Trade (Jul 17) -$402,393.44 | Z-Score 2.99 (99.72%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $39,803.85 |
| 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 | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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