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:
36.34%
Gain +0.19%
Monthly
1.45%
Yearly
18.89%
Drawdown
17.87%
$137.57M
Equity
Holdings
$137.57M
Investment
$112.78M
$34.98M
Profit +$217,092.91
Realized
$10.19M
Unrealized
$24.78M
Dividends
$4.74M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$217,092.91
Win %
59%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$386,050.66
Win %
59%
This Month
Compared to last month
Gain
1.24%
Profit
$1.68M
Win %
59%
This Year
Compared to last year
Gain
0.31%
Profit
$436,716.39
Win %
61%
NFGC New Found Gold Corp.
+5.4%
+$14,152.5 
PLG Platinum Group Metals Ltd.
+3.91%
+$2,906.1 
SBSW Sibanye Stillwater Ltd - ADR
+3.22%
+$5,697.6 
RTX RTX Corporation
+3.04%
+$28,819.85 
VOXR Vox Royalty Corp
+3.01%
+$7,488 
LMT Lockheed Martin Corporation
+2.98%
+$22,838.39 
CTGO Contango Ore Inc.
+2.97%
+$7,335 
C Citigroup Inc.
+2.69%
+$25,596.23 
GE General Electric Company
+2.64%
+$30,442.5 
MCHP Microchip Technology Incorporated
+2.59%
+$8,112 
SMG Scotts Miracle-Gro Co.
+2.5%
+$7,723.5 
JPM JPMorgan Chase & Co.
+2.45%
+$64,272.18 
REPX Riley Exploration Permian, Inc.
+2.38%
+$10,416 
TFC Truist Financial Corporation
+2.37%
+$9,392.5 
GD General Dynamics Corporation
+2.11%
+$13,100.8 
MAR Marriott International Inc. - Class A
+1.99%
+$6,962.94 
ITA iShares U.S. Aerospace & Defense ETF
+1.92%
+$27,496.22 
HII Huntington Ingalls Industries Inc.
+1.89%
+$10,803.1 
LNG Cheniere Energy Inc.
+1.88%
+$58,796.39 
WPM Wheaton Precious Metals Corp.
+1.85%
+$10,144.29 
OKE ONEOK, Inc.
+1.83%
+$10,949.48 
HEI Heico Corporation
+1.82%
+$20,038.88 
IIIN Insteel Industries Inc.
+1.69%
+$3,719 
KO The Coca-Cola Company
+1.58%
+$6,068.25 
HL Hecla Mining Company
+1.54%
+$5,784 
UPS United Parcel Service, Inc.
+1.52%
+$10,955.97 
INGR Ingredion Inc.
+1.44%
+$11,830 
JNJ Johnson & Johnson
+1.41%
+$14,613.8 
DPZ Domino's Pizza Inc.
+1.4%
+$8,481.16 
HD The Home Depot, Inc.
+1.39%
+$20,702.36 
APD Air Products and Chemicals, Inc.
+1.38%
+$8,029.42 
NRG NRG Energy, Inc.
+1.36%
+$13,866.3 
ETR Entergy Corporation
+1.31%
+$3,446.24 
GSK GSK plc Sponsored ADR
+1.31%
+$10,034.56 
KBE SPDR S&P Bank ETF
+1.29%
+$5,255.38 
OZK Bank OZK
+1.28%
+$7,997.53 
DVN Devon Energy Corporation
+1.26%
+$11,047.78 
D Dominion Energy, Inc.
+1.18%
+$6,055.42 
KMB Kimberly-Clark Corporation
+1.17%
+$3,172 
ALLY Ally Financial Inc.
+1.17%
+$7,389.36 
AG First Majestic Silver Corp
+1.15%
+$7,955.37 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.14%
+$5,893.32 
CVX Chevron Corporation
+1.13%
+$13,734.24 
FE FirstEnergy Corp.
+1.12%
+$5,049 
XLP Consumer Staples Select Sector SPDR Fund
+1.12%
+$2,597.66 
TXN Texas Instruments Inc
+1.1%
+$6,776 
TRV The Travelers Companies, Inc.
+1.09%
+$8,089.18 
TMUS T-Mobile US, Inc.
+1.05%
+$11,669.41 
AWK American Water Works Company, Inc.
+1.05%
+$3,522.42 
XLF Financial Select Sector SPDR Fund
+1.04%
+$6,787.87 
AAPL Apple Inc.
+0.98%
+$50,873.1 
CI The Cigna Group
+0.97%
+$7,449.6 
SWK Stanley Black & Decker Inc.
+0.96%
+$4,564.5 
DLR Digital Realty Trust, Inc.
+0.95%
+$11,187 
CLX The Clorox Company
+0.93%
+$4,380 
XOM Exxon Mobil Corporation
+0.91%
+$19,013.34 
XPL Solitario Resources Corp.
+0.89%
+$947.44 
WMT Walmart Inc.
+0.88%
+$9,891.44 
VZ Verizon Communications Inc.
+0.88%
+$11,826.75 
SDY SPDR S&P Dividend ETF
+0.87%
+$1,827.76 
MRK Merck & Co., Inc.
+0.86%
+$10,575.89 
VICI Vici Properties Inc.
+0.83%
+$4,544.09 
V Visa Inc. Class A
+0.82%
+$7,198.52 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$1,767.3 
CSX CSX Corporation
+0.8%
+$1,755 
ABBV AbbVie Inc.
+0.78%
+$24,226.51 
AMLP Alerian MLP ETF
+0.77%
+$10,713.2 
KDP Keurig Dr Pepper Inc.
+0.75%
+$3,646.5 
ROAD Construction Partners, Inc. Class A Common Stock
+0.74%
+$5,474.6 
T AT&T Inc.
+0.74%
+$6,978.48 
CPA Copa Holdings S.A.
+0.74%
+$4,978.71 
IP International Paper Company
+0.73%
+$7,330.31 
OMC Omnicom Group Inc.
+0.72%
+$9,088.02 
CVS CVS Health Corporation
+0.7%
+$3,526.22 
AVAV AeroVironment Inc.
+0.67%
+$1,100.58 
XHB SPDR S&P Homebuilders ETF
+0.66%
+$2,254.25 
GLPI Gaming and Leisure Properties, Inc.
+0.65%
+$2,090.98 
UNM Unum Group
+0.62%
+$6,739.57 
TMQ Trilogy Metals Inc.
+0.61%
+$697.8 
R Ryder System Inc.
+0.57%
+$3,776.72 
PRIM Primoris Services Corporation
+0.56%
+$2,900.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.55%
+$1,647.96 
IYT iShares U.S. Transportation ETF
+0.52%
+$2,582.39 
PFE Pfizer Inc.
+0.51%
+$7,393.5 
PSLV Sprott Physical Silver Trust
+0.48%
+$1,190.97 
DY Dycom Industries Inc.
+0.46%
+$3,396.04 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.44%
+$1,381.74 
XTN SPDR S&P Transportation ETF
+0.41%
+$1,615.4 
DOC Healthpeak Properties, Inc.
+0.4%
+$1,104.08 
PII Polaris Inc.
+0.37%
+$920 
CEF Sprott Physical Gold and Silver Trust
+0.36%
+$2,176.89 
RWM ProShares Short Russell2000
+0.34%
+$710.9 
ADC Agree Realty Corporation
+0.32%
+$1,633.79 
NECB Northeast Community Bancorp, Inc.
+0.31%
+$1,023.83 
AWP abrdn Global Premier Properties Fund
+0.3%
+$861.75 
WRBY Warby Parker Inc.
+0.28%
+$1,857.8 
GEHC GE HealthCare Technologies Inc.
+0.28%
+$703.6 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
+0.28%
+$1,355.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$1,198.14 
CAH Cardinal Health Inc.
+0.26%
+$2,641.56 
TRN Trinity Industries Inc.
+0.26%
+$799.5 
UHT Universal Health Realty Income Trust
+0.25%
+$1,523.13 
AOD Abrdn Total Dynamic Dividend Fund
+0.25%
+$926.95 
FOR Forestar Group Inc.
+0.23%
+$1,617.18 
WCC Wesco International Inc.
+0.23%
+$2,565.6 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$1,044.68 
VNM VanEck Vietnam ETF
+0.21%
+$674.73 
GLD SPDR Gold Shares
+0.2%
+$2,361.01 
UEC Uranium Energy Corp.
+0.18%
+$776.1 
CHI Calamos Convertible Opportunities and Income Fund
+0.13%
+$1,156.23 
DBRG DigitalBridge Group Inc.
+0.12%
+$307.6 
CMG Chipotle Mexican Grill, Inc.
+0.11%
+$721.95 
VLO Valero Energy Corporation
+0.1%
+$1,152.31 
MMS Maximus Inc.
+0.1%
+$389.64 
MPC Marathon Petroleum Corporation
+0.06%
+$813.57 
NVDA NVIDIA Corporation
+0.06%
+$1,295.75 
ITRN Ituran Location and Control Ltd.
+0.04%
+$343.82 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
JQC Nuveen Credit Strategies Income Fund
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 
OKTA Okta Inc.
-8.68%
-$54,318.1 
NTSK Netskope, Inc.
-5.89%
-$16,682.99 
CRWD CrowdStrike Holdings, Inc.
-5.62%
-$51,461.32 
DDOG Datadog, Inc. Class A Common Stock
-5.45%
-$29,136.08 
PANW Palo Alto Networks, Inc.
-5.33%
-$16,367.6 
IONQ IonQ, Inc.
-5.07%
-$7,459.38 
PL PLANET LABS PBC
-4.88%
-$6,333.2 
QBTS D-Wave Quantum Inc.
-4.33%
-$4,761.9 
RKLB Rocket Lab Corporation
-4.02%
-$8,544.78 
NOW ServiceNow, Inc.
-3.89%
-$13,143.92 
LEU Centrus Energy Corp.
-3.85%
-$7,097.91 
MU Micron Technology, Inc.
-3.33%
-$120,365.37 
AMD Advanced Micro Devices, Inc.
-3.27%
-$21,603.81 
PLTR Palantir Technologies Inc.
-3.06%
-$12,376.47 
UROY Uranium Royalty Corp.
-2.56%
-$2,394 
OKLO Oklo Inc.
-2.53%
-$3,737.68 
KLIC Kulicke & Soffa Industries, Inc.
-2.42%
-$30,164.12 
NFLX Netflix, Inc.
-2.27%
-$7,557.35 
VRT Vertiv Holdings Co
-2.01%
-$4,224.39 
META Meta Platforms Inc Class A
-1.88%
-$31,956.48 
AVGO Broadcom Inc.
-1.88%
-$27,203.04 
ACHR Archer Aviation Inc.
-1.76%
-$3,549.9 
XSD SPDR S&P Semiconductor ETF
-1.56%
-$4,951.45 
COIN Coinbase Global, Inc.
-1.55%
-$5,421.65 
XLK State Street Technology Select Sector SPDR ETF
-1.42%
-$24,460.36 
GOOGL Alphabet Inc
-1.27%
-$32,374.44 
ACP abrdn Income Credit Strategies Fund
-1.26%
-$3,756.17 
QCOM QUALCOMM Incorporated
-1.24%
-$6,231.51 
SMH VanEck Semiconductor ETF
-1.21%
-$5,135.9 
GOOG Alphabet Inc
-1.16%
-$3,908.73 
PI Impinj, Inc.
-1.13%
-$4,891.25 
DNN Denison Mines Corp.
-1.06%
-$695 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$20,700.9 
JOBY Joby Aviation, Inc.
-1.04%
-$1,555.3 
WLK Westlake Corporation
-0.99%
-$3,562.02 
PZZA Papa John's International, Inc.
-0.97%
-$1,691 
MSFT Microsoft Corp.
-0.86%
-$33,949.65 
BX Blackstone Inc.
-0.8%
-$6,588.51 
SCHW Charles Schwab Corporation
-0.8%
-$8,980.5 
BOX Box Inc.
-0.79%
-$3,116.74 
PALL abrdn Physical Palladium Shares ETF
-0.73%
-$1,929.75 
IBM International Business Machines Corporation
-0.73%
-$1,890.4 
STM STMicroelectronics N.V.
-0.64%
-$5,049 
IBIT iShares Bitcoin Trust
-0.62%
-$2,912.18 
SHOP Shopify Inc.
-0.61%
-$2,218.32 
FDS FactSet Research Systems Inc.
-0.52%
-$14,028.99 
GILD Gilead Sciences Inc.
-0.44%
-$7,191.86 
UBER Uber Technologies, Inc.
-0.43%
-$3,162.93 
RIV RiverNorth Opportunities Fund, Inc.
-0.4%
-$1,257.48 
CGNX Cognex Corporation
-0.38%
-$1,575 
DKNG DraftKings Inc.
-0.36%
-$766.78 
A Agilent Technologies Inc.
-0.36%
-$3,567.69 
J Jacobs Solutions Inc.
-0.36%
-$3,592.07 
TSLA Tesla, Inc.
-0.33%
-$1,411.21 
IWM iShares Russell 2000 ETF
-0.3%
-$1,748.01 
CF CF Industries Holdings, Inc.
-0.27%
-$1,423.5 
KIO KKR Income Opportunities Fund
-0.15%
-$438.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$264.8 
MLI Mueller Industries Inc.
-0.12%
-$887.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$336.73 
EQIX Equinix, Inc.
-0.12%
-$275.66 
SPHQ Invesco S&P 500 Quality ETF
-0.11%
-$286.9 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$610.74 
IVV iShares Core S&P 500 ETF
-0.1%
-$213.12 
NHS Neuberger High Yield Strategies Fund Inc.
-0.09%
-$271.51 
EHI Western Asset Global High Income Fund Inc.
-0.09%
-$291.99 
MSM MSC Industrial Direct Co., Inc.
-0.08%
-$460 
PRU Prudential Financial, Inc.
-0.06%
-$331.24 
AMZN Amazon.com Inc
-0.05%
-$1,623.84 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1009 | Longs Won 603/1009 59% | Profit Factor 3.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $158,692.74 |
| Average Win $79,824.52 | Best Trade (Oct 15) $1.96M | Sharpe Ratio -9.7 |
| Average Loss -$32,408.94 | Worst Trade (Dec 30) -$414,908.43 | Z-Score 2.57 (98.98%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $34,664.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,663 | $752,216 | $990,571.96 | - | $238,355.96 | 31.69% | -0.359% |
| AAPL Apple Inc. | 15,186 | $3.79M | $5.24M | - | $1.46M | 38.5% | +0.98% |
| ABBV AbbVie Inc. | 11,012 | $1.96M | $3.15M | - | $1.18M | 60.41% | +0.776% |
| ACHR Archer Aviation Inc. | 47,332 | $345,533.2 | $198,557.74 | - | -$146,975.46 | -42.54% | -1.756% |
| ACP abrdn Income Credit Strategies Fund | 68,294 | $394,080.05 | $293,322.73 | - | -$100,757.32 | -25.57% | -1.264% |
| ADC Agree Realty Corporation | 7,599 | $545,102.79 | $507,423.22 | - | -$37,679.57 | -6.91% | +0.323% |
| AG First Majestic Silver Corp | 43,002 | $246,696.49 | $699,857.55 | - | $453,161.06 | 183.69% | +1.15% |
| ALLY Ally Financial Inc. | 16,794 | $638,825.89 | $641,026.98 | - | $2,201.09 | 0.34% | +1.166% |
| AMD Advanced Micro Devices, Inc. | 1,177 | $223,648.69 | $640,140.87 | - | $416,492.18 | 186.23% | -3.265% |
| AMLP Alerian MLP ETF | 26,783 | $1.31M | $1.4M | - | $87,403.7 | 6.65% | +0.771% |
| AMZN Amazon.com Inc | 13,532 | $2.94M | $3.45M | - | $504,525.5 | 17.15% | -0.047% |
| AOD Abrdn Total Dynamic Dividend Fund | 37,078 | $382,274 | $377,639.43 | - | -$4,634.57 | -1.21% | +0.246% |
| APD Air Products and Chemicals, Inc. | 1,968 | $569,149.54 | $591,738.22 | - | $22,588.68 | 3.97% | +1.376% |
| AVAV AeroVironment Inc. | 1,326 | $218,883 | $164,490.3 | - | -$54,392.7 | -24.85% | +0.674% |
| AVGO Broadcom Inc. | 4,198 | $992,410.91 | $1.42M | - | $425,883.39 | 42.91% | -1.882% |
| AWK American Water Works Company, Inc. | 2,516 | $314,261.21 | $338,251.04 | - | $23,989.83 | 7.63% | +1.052% |
| AWP abrdn Global Premier Properties Fund | 28,725 | $340,104 | $290,697 | - | -$49,407 | -14.53% | +0.297% |
| BOX Box Inc. | 10,054 | $250,646.22 | $393,815.18 | - | $143,168.96 | 57.12% | -0.785% |
| BX Blackstone Inc. | 7,573 | $1.1M | $820,383.09 | - | -$277,782.65 | -25.3% | -0.797% |
| C Citigroup Inc. | 7,733 | $739,754.11 | $978,379.16 | - | $238,625.05 | 32.26% | +2.686% |
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FAQ
Which stocks have generated the highest profits for Richard Tomes?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $1.91M, Micron Technology, Inc - $1.87M, STMicroelectronics N.V - $933,122.1, Halliburton Company - $819,472.96, and Cardinal Health Inc - $740,740.81. 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: CoreWeave, Inc - $414,908.43, Marvell Technology, Inc - $364,343.31, PayPal Holdings Inc - $348,277.06, SPDR S&P 500 ETF Trust - $342,948.06, and Conagra Brands Inc - $293,052.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Tomes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.74M earned over time. The largest contributors to dividend income include AbbVie Inc - $178,169.7, TXO Partners L.P - $175,293.54, Verizon Communications Inc - $153,961.4, Calamos Convertible Opportunities and Income Fund - $149,496.38, and Pfizer Inc - $121,216.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Tomes's monthly returns?
Richard Tomes'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 Richard Tomes's strategy be considered aggressive or moderate?
Richard Tomes'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 Richard Tomes's strategy?
Richard Tomes'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.
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