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:
39.8%
Gain -0.76%
Monthly
1.69%
Yearly
22.28%
Drawdown
17.88%
$140.65M
Equity
Holdings
$140.65M
Investment
$112.78M
$38.09M
Profit -$888,536.12
Realized
$10.22M
Unrealized
$27.87M
Dividends
$4.24M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$888,536.12
Win %
68%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$888,536.12
Win %
68%
This Month
Compared to last month
Gain
3.05%
Profit
$4.16M
Win %
68%
This Year
Compared to last year
Gain
2.56%
Profit
$3.52M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$488,234.42 
GOOG Alphabet Inc
+6.88%
+$22,510.6 
GOOGL Alphabet Inc
+6.73%
+$164,210.76 
VRT Vertiv Holdings Co
+6.18%
+$13,774.54 
CGNX Cognex Corporation
+4.18%
+$19,650 
NTSK Netskope, Inc.
+4.05%
+$6,788.46 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$9,834.59 
META Meta Platforms Inc Class A
+3.28%
+$40,734.7 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$21,116.16 
MSFT Microsoft Corp.
+3.02%
+$99,439.55 
NVDA NVIDIA Corporation
+2.93%
+$59,189.93 
PI Impinj, Inc.
+2.62%
+$8,804.23 
WRBY Warby Parker Inc.
+2.58%
+$17,781.8 
CVX Chevron Corporation
+2.35%
+$25,031.76 
REPX Riley Exploration Permian, Inc.
+2.24%
+$6,975 
DVN Devon Energy Corporation
+2.17%
+$17,106.24 
LNG Cheniere Energy Inc.
+2.13%
+$61,590.91 
HII Huntington Ingalls Industries Inc.
+2.05%
+$13,984.29 
OKE ONEOK, Inc.
+1.95%
+$11,511.84 
AVAV AeroVironment Inc.
+1.91%
+$3,712.79 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,104.5 
IONQ IonQ, Inc.
+1.87%
+$2,872.29 
J Jacobs Solutions Inc.
+1.64%
+$15,506.27 
ROAD Construction Partners, Inc. Class A Common Stock
+1.63%
+$14,657.8 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$8,924 
VZ Verizon Communications Inc.
+1.52%
+$21,227.5 
LMT Lockheed Martin Corporation
+1.5%
+$12,427.2 
BOX Box Inc.
+1.48%
+$4,624.84 
GE General Electric Company
+1.42%
+$18,560.69 
CAH Cardinal Health Inc.
+1.3%
+$12,029.41 
PL PLANET LABS PBC
+1.29%
+$2,319.2 
AOD Abrdn Total Dynamic Dividend Fund
+1.25%
+$4,820.14 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$11,562.3 
OKTA Okta Inc.
+1.07%
+$4,531.48 
NOW ServiceNow, Inc.
+1.05%
+$2,640.16 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$13,206.16 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$2,914.93 
AMLP Alerian MLP ETF
+0.89%
+$13,123.67 
SCHW Charles Schwab Corporation
+0.87%
+$10,896.34 
IBM International Business Machines Corporation
+0.86%
+$2,123.9 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,870.5 
TSLA Tesla, Inc.
+0.76%
+$2,775.34 
MPC Marathon Petroleum Corporation
+0.76%
+$6,481.72 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,026.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,474.56 
PLTR Palantir Technologies Inc.
+0.65%
+$1,615.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,014.64 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$10,596.78 
HEI Heico Corporation
+0.62%
+$7,822.61 
OZK Bank OZK
+0.61%
+$4,238.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,210.57 
NECB Northeast Community Bancorp, Inc.
+0.56%
+$1,806.75 
QBTS D-Wave Quantum Inc.
+0.56%
+$858 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,420.08 
RWM ProShares Short Russell2000
+0.44%
+$853.08 
CSX CSX Corporation
+0.42%
+$945 
RKLB Rocket Lab Corporation
+0.42%
+$1,039.23 
PFE Pfizer Inc.
+0.4%
+$4,929 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.4%
+$1,381.74 
RTX RTX Corporation
+0.39%
+$4,254.6 
VLO Valero Energy Corporation
+0.38%
+$2,980.95 
AVGO Broadcom Inc.
+0.37%
+$6,045.12 
RIV RiverNorth Opportunities Fund, Inc.
+0.35%
+$1,257.48 
GD General Dynamics Corporation
+0.32%
+$2,244.8 
MRK Merck & Co., Inc.
+0.32%
+$3,455.15 
SMH VanEck Semiconductor ETF
+0.3%
+$1,242.07 
JPM JPMorgan Chase & Co.
+0.27%
+$7,349.86 
KBE SPDR S&P Bank ETF
+0.24%
+$1,089.53 
NRG NRG Energy, Inc.
+0.24%
+$3,180.7 
WCC Wesco International Inc.
+0.24%
+$2,629.68 
JNJ Johnson & Johnson
+0.21%
+$2,175.65 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$656 
T AT&T Inc.
+0.17%
+$1,595.08 
VICI Vici Properties Inc.
+0.15%
+$932.12 
DBRG DigitalBridge Group Inc.
+0.13%
+$307.6 
LEU Centrus Energy Corp.
+0.1%
+$261.53 
C Citigroup Inc.
+0.1%
+$1,005.21 
IIIN Insteel Industries Inc.
+0.1%
+$223.14 
WMT Walmart Inc.
+0.09%
+$951.12 
FDS FactSet Research Systems Inc.
+0.07%
+$1,528.91 
IYT iShares U.S. Transportation ETF
+0.01%
+$61.5 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
XPL Solitario Resources Corp.
0%
$0 
EHI Western Asset Global High Income Fund Inc.
0%
$0 
VGI Virtus Global Multi-Sector Income Fund
0%
$0 
COIN Coinbase Global, Inc.
-10.59%
-$32,890.7 
TRN Trinity Industries Inc.
-8.97%
-$37,884 
AAPL Apple Inc.
-7.35%
-$372,360.72 
MU Micron Technology, Inc.
-5.9%
-$200,272.54 
OKLO Oklo Inc.
-5.5%
-$11,114.68 
HL Hecla Mining Company
-5.42%
-$19,521 
IP International Paper Company
-5.38%
-$68,024.72 
CTGO Contango Ore Inc.
-5%
-$13,203 
NFGC New Found Gold Corp.
-4.89%
-$11,655 
SHOP Shopify Inc.
-4.29%
-$10,783.5 
AG First Majestic Silver Corp
-4.21%
-$28,381.32 
DY Dycom Industries Inc.
-3.85%
-$46,278.19 
SMG Scotts Miracle-Gro Co.
-3.85%
-$14,991 
WPM Wheaton Precious Metals Corp.
-3.84%
-$17,865.45 
DNN Denison Mines Corp.
-3.77%
-$3,058 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$26,815.1 
CI The Cigna Group
-2.99%
-$22,041.63 
IBIT iShares Bitcoin Trust
-2.89%
-$10,644.52 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$4,451.25 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$6,754.57 
EQIX Equinix, Inc.
-2.7%
-$6,582.25 
QCOM QUALCOMM Incorporated
-2.63%
-$11,199.96 
PALL abrdn Physical Palladium Shares ETF
-2.6%
-$7,976.3 
ABBV AbbVie Inc.
-2.51%
-$71,247.64 
DLR Digital Realty Trust, Inc.
-2.42%
-$31,662.6 
PLG Platinum Group Metals Ltd.
-2.29%
-$1,937.4 
VNM VanEck Vietnam ETF
-2.25%
-$7,518.42 
FOR Forestar Group Inc.
-2.15%
-$16,710.86 
ACHR Archer Aviation Inc.
-2.11%
-$4,733.2 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$12,911.21 
NFLX Netflix, Inc.
-2%
-$6,698.48 
PSLV Sprott Physical Silver Trust
-1.98%
-$5,028.54 
AWK American Water Works Company, Inc.
-1.93%
-$6,642.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,875.5 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,450.08 
WLK Westlake Corporation
-1.7%
-$6,897.88 
PII Polaris Inc.
-1.63%
-$5,105.99 
TMQ Trilogy Metals Inc.
-1.57%
-$2,326 
GLD SPDR Gold Shares
-1.49%
-$17,140.97 
PRIM Primoris Services Corporation
-1.45%
-$8,667.6 
UEC Uranium Energy Corp.
-1.44%
-$7,243.6 
KDP Keurig Dr Pepper Inc.
-1.43%
-$6,435 
DPZ Domino's Pizza Inc.
-1.37%
-$9,644.05 
STM STMicroelectronics N.V.
-1.26%
-$11,276.12 
JOBY Joby Aviation, Inc.
-1.24%
-$2,799.54 
CLX The Clorox Company
-1.24%
-$6,570 
OMC Omnicom Group Inc.
-1.14%
-$14,258.79 
VOXR Vox Royalty Corp
-1.14%
-$2,496 
PZZA Papa John's International, Inc.
-1.09%
-$2,937 
TXN Texas Instruments Inc
-1.08%
-$6,644.04 
DOC Healthpeak Properties, Inc.
-1.04%
-$3,385.82 
KO The Coca-Cola Company
-1.02%
-$3,766.5 
SWK Stanley Black & Decker Inc.
-1.01%
-$4,947 
DKNG DraftKings Inc.
-1.01%
-$2,628.96 
UPS United Parcel Service, Inc.
-1%
-$7,720.65 
XOM Exxon Mobil Corporation
-0.97%
-$18,295.74 
MCHP Microchip Technology Incorporated
-0.96%
-$3,042.01 
INGR Ingredion Inc.
-0.87%
-$7,351.5 
FE FirstEnergy Corp.
-0.82%
-$3,960 
GILD Gilead Sciences Inc.
-0.81%
-$11,072.26 
D Dominion Energy, Inc.
-0.8%
-$4,582.48 
KMB Kimberly-Clark Corporation
-0.8%
-$2,288 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$2,946.5 
ADC Agree Realty Corporation
-0.78%
-$4,635.39 
UNM Unum Group
-0.76%
-$7,735.86 
CVS CVS Health Corporation
-0.75%
-$4,318.93 
AWP abrdn Global Premier Properties Fund
-0.74%
-$2,585.25 
GSK GSK plc Sponsored ADR
-0.73%
-$5,958.02 
CPA Copa Holdings S.A.
-0.71%
-$5,079.29 
MAR Marriott International Inc. - Class A
-0.71%
-$2,408.87 
UHT Universal Health Realty Income Trust
-0.69%
-$4,809.9 
R Ryder System Inc.
-0.68%
-$4,859.75 
MLI Mueller Industries Inc.
-0.67%
-$5,325.3 
MMS Maximus Inc.
-0.64%
-$2,532.66 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.61%
-$2,951.58 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,471.56 
UROY Uranium Royalty Corp.
-0.58%
-$504 
PRU Prudential Financial, Inc.
-0.56%
-$3,516.23 
KIO KKR Income Opportunities Fund
-0.54%
-$1,754.28 
ITRN Ituran Location and Control Ltd.
-0.54%
-$5,157.3 
NHS Neuberger High Yield Strategies Fund Inc.
-0.5%
-$1,629.06 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,124.75 
IWM iShares Russell 2000 ETF
-0.47%
-$2,892.57 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,208 
CF CF Industries Holdings, Inc.
-0.46%
-$2,540.4 
TRV The Travelers Companies, Inc.
-0.43%
-$3,139.38 
HD The Home Depot, Inc.
-0.42%
-$6,723.53 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
-0.4%
-$1,924.25 
ETR Entergy Corporation
-0.38%
-$1,038.94 
TMUS T-Mobile US, Inc.
-0.36%
-$4,442.06 
XTN SPDR S&P Transportation ETF
-0.36%
-$1,536.6 
ALLY Ally Financial Inc.
-0.34%
-$2,519.1 
TFC Truist Financial Corporation
-0.33%
-$1,444.99 
SDY SPDR S&P Dividend ETF
-0.28%
-$600.16 
BX Blackstone Inc.
-0.25%
-$2,423.41 
A Agilent Technologies Inc.
-0.24%
-$1,925.48 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,184.72 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,468.17 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$717.95 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$682.94 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$777.75 
XLF Financial Select Sector SPDR Fund
-0.1%
-$708.3 
V Visa Inc. Class A
-0.04%
-$306.3 
UBER Uber Technologies, Inc.
-0.01%
-$102.03 Events
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Dividends
Dividend Analysis
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| Trades 1009 | Longs Won 650/1009 64% | Profit Factor 4.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,847.68 |
| Average Win $75,041.3 | Best Trade (Aug 18) $2.09M | Sharpe Ratio -10.57 |
| Average Loss -$29,766.11 | Worst Trade (Dec 30) -$414,908.43 | Z-Score 4.94 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $37,751.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,663 | $752,216 | $783,589.31 | - | $31,373.31 | 4.17% | -0.245% |
| AAPL Apple Inc. | 15,186 | $3.79M | $4.69M | - | $904,569.51 | 23.89% | -7.354% |
| ABBV AbbVie Inc. | 11,012 | $1.96M | $2.76M | - | $802,699.26 | 40.94% | -2.513% |
| ACHR Archer Aviation Inc. | 47,332 | $345,533.2 | $219,620.48 | - | -$125,912.72 | -36.44% | -2.11% |
| ACP abrdn Income Credit Strategies Fund | 68,294 | $394,080.05 | $345,567.64 | - | -$48,512.41 | -12.31% | -0.197% |
| ADC Agree Realty Corporation | 7,599 | $545,102.79 | $591,202.2 | - | $46,099.41 | 8.46% | -0.778% |
| AG First Majestic Silver Corp | 43,002 | $246,696.49 | $646,320.06 | - | $399,623.57 | 161.99% | -4.207% |
| ALLY Ally Financial Inc. | 16,794 | $638,825.89 | $727,684.02 | - | $88,858.13 | 13.91% | -0.345% |
| AMD Advanced Micro Devices, Inc. | 1,177 | $223,648.69 | $560,428.54 | - | $336,779.85 | 150.58% | -1.904% |
| AMLP Alerian MLP ETF | 26,783 | $1.31M | $1.48M | - | $168,020.53 | 12.79% | +0.894% |
| AMZN Amazon.com Inc | 13,532 | $2.94M | $3.68M | - | $733,757.44 | 24.95% | +15.321% |
| AOD Abrdn Total Dynamic Dividend Fund | 37,078 | $382,274 | $390,802.12 | - | $8,528.12 | 2.23% | +1.249% |
| APD Air Products and Chemicals, Inc. | 1,968 | $569,149.54 | $580,343.54 | - | $11,194 | 1.97% | -1.769% |
| AVAV AeroVironment Inc. | 1,326 | $218,883 | $198,064.62 | - | -$20,818.38 | -9.51% | +1.91% |
| AVGO Broadcom Inc. | 4,198 | $992,410.91 | $1.63M | - | $641,786.53 | 64.67% | +0.371% |
| AWK American Water Works Company, Inc. | 2,516 | $314,261.21 | $337,571.72 | - | $23,310.51 | 7.42% | -1.93% |
| AWP abrdn Global Premier Properties Fund | 28,725 | $340,104 | $346,423.5 | - | $6,319.5 | 1.86% | -0.741% |
| BOX Box Inc. | 10,054 | $250,646.22 | $317,203.7 | - | $66,557.48 | 26.55% | +1.48% |
| BX Blackstone Inc. | 7,573 | $1.1M | $967,450.75 | - | -$130,714.99 | -11.9% | -0.25% |
| C Citigroup Inc. | 7,733 | $739,754.11 | $1.02M | - | $284,481.74 | 38.46% | +0.098% |
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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 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 - $931,607.4, Halliburton Company - $819,472.96, and Cardinal Health Inc - $738,644.6. 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 - $344,372.24, 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 $4.24M earned over time. The largest contributors to dividend income include TXO Partners L.P - $175,293.54, AbbVie Inc - $159,118.94, Calamos Convertible Opportunities and Income Fund - $134,850.8, Verizon Communications Inc - $132,506.46, 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.
