RRR
Ryan Robert Robaugh Portfolio
Invests via Hickory Asset Management Inc. | Managed by Ryan Robert Robaugh
Invests via Hickory Asset Management Inc.
Managed by Ryan Robert Robaugh
Automatically Tracked
Investment professional and operator with experience across private equity, venture capital and corporate development, often active in growth-stage healthcare and technology transactions. Ryan Robert Robaugh is known for sourcing deals, executing M&A and supporting portfolio growth through board and operating roles, with a focus on commercial strategy, capital raises and value‑creation initiatives for institutional investors.
Investment professional and operator with experience across private equity, venture capital and corporate development, often active in growth-stage healthcare and technology transactions. Ryan Robert Robaugh is known for sourcing deals, executing M&A and supporting portfolio growth through board and operating roles, with a focus on commercial strategy, capital raises and value‑creation initiatives for institutional investors.
Investment Philosophy & Strategy
Prefers growth-stage investments in healthcare and technology, combining private equity rigor with venture agility to underwrite scalable commercial models and durable margins. Emphasizes active deal sourcing, fast diligence on go‑to‑market traction and capital-efficient product-market fit, then drives value through board-level commercial strategy, capital raises and operational KPIs. Allocates capital with a bias to follow-on reserve, disciplined downside protection and three-to-seven year time horizons, prioritizing repeatable revenue growth and measurable cash-flow pathways.
Prefers growth-stage investments in healthcare and technology, combining private equity rigor with venture agility to underwrite scalable commercial models and durable margins. Emphasizes active deal sourcing, fast diligence on go‑to‑market traction and capital-efficient product-market fit, then drives value through board-level commercial strategy, capital raises and operational KPIs. Allocates capital with a bias to follow-on reserve, disciplined downside protection and three-to-seven year time horizons, prioritizing repeatable revenue growth and measurable cash-flow pathways.
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:
-0.07%
Gain
Monthly
0%
Yearly
-0.04%
Drawdown
18.67%
$140.3M
Equity
Holdings
$140.3M
Investment
$114.22M
$26.01M
Profit -$742,147.77
Realized
-$76,701.09
Unrealized
$26.09M
Dividends
$2.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$742,147.77
Win %
74%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$652,560.18
Win %
74%
This Month
Compared to last month
Gain
-0.02%
Profit
-$28,081.21
Win %
74%
This Year
Compared to last year
Gain
8%
Profit
$10.39M
Win %
74%
XOM Exxon Mobil Corporation
+1.91%
+$7,075.1 
MCK McKesson Corporation
+1.79%
+$6,284.19 
RTX RTX Corporation
+1.7%
+$5,676.65 
COP ConocoPhillips
+1.7%
+$7,416.96 
ORCL Oracle Corporation
+1.54%
+$4,710.9 
GD General Dynamics Corporation
+1.5%
+$5,242.45 
COR Cencora, Inc.
+1.4%
+$7,921.78 
APD Air Products and Chemicals, Inc.
+1.39%
+$8,398.16 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.19%
+$4,363.71 
PM Philip Morris International Inc.
+1.07%
+$8,595.02 
CHKP Check Point Software Technologies Ltd.
+1.05%
+$2,263.69 
NSC Norfolk Southern Corporation
+1.02%
+$5,062.35 
UNH UnitedHealth Group Incorporated
+1.01%
+$4,522.84 
NVS Novartis AG Sponsored ADR
+0.81%
+$4,261.95 
BA Boeing Company
+0.73%
+$1,599 
BAC Bank of America Corporation
+0.65%
+$3,031.2 
CMCSA Comcast Corp
+0.6%
+$987.7 
VOE Vanguard Mid-Cap Value ETF
+0.6%
+$9,373.73 
VTV Vanguard Value ETF
+0.56%
+$29,340.42 
VHT Vanguard Health Care ETF
+0.51%
+$1,257.16 
COWZ Pacer US Cash Cows 100 ETF
+0.47%
+$6,809.77 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$22,563.84 
RWL Invesco S&P 500 Revenue ETF
+0.3%
+$927.86 
ECL Ecolab Inc.
+0.29%
+$848.8 
JPM JPMorgan Chase & Co.
+0.22%
+$1,641.37 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.19%
+$1,767.24 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.18%
+$1,702.21 
ADSK Autodesk, Inc.
+0.12%
+$504.09 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$1,470.7 
VEEV Veeva Systems Inc.
+0.09%
+$312.3 
PFFD Global X U.S. Preferred ETF
+0.08%
+$509.37 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$537.42 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.08%
+$744.96 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$1,594.38 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$909.86 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$120.83 
DJUL FT Vest US Equity Deep Buffer Fund
+0.03%
+$1,955.95 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$68.78 
SNOV FT Vest US Small Cap Moderate Fund
+0.02%
+$106.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
META Meta Platforms Inc Class A
-4.52%
-$95,557.27 
AMAT Applied Materials, Inc.
-4.29%
-$87,475.87 
GOOGL Alphabet Inc
-2.57%
-$108,108 
GOOG Alphabet Inc
-2.53%
-$21,002.24 
TSLA Tesla, Inc.
-2.5%
-$7,727.15 
MSFT Microsoft Corp.
-1.96%
-$35,066.71 
BKNG Booking Holdings Inc.
-1.88%
-$27,626.33 
BNY BlackRock New York Municipal Income Trust
-1.88%
-$12,995.06 
V Visa Inc. Class A
-1.59%
-$22,839.15 
VUG Vanguard Growth ETF
-1.49%
-$39,837.78 
ADI Analog Devices, Inc.
-1.46%
-$9,501.6 
DNN Denison Mines Corp.
-1.4%
-$399 
QCOM QUALCOMM Incorporated
-1.4%
-$6,661.62 
MA Mastercard Incorporated
-1.33%
-$14,219.52 
QQQM Invesco NASDAQ 100 ETF
-1.27%
-$100,947.1 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$113,580.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$49,332.84 
ELV Elevance Health, Inc.
-1.12%
-$10,828.48 
DIS The Walt Disney Company
-1.09%
-$6,712.22 
DEO Diageo plc Sponsored ADR
-0.76%
-$2,012.4 
KMX CarMax Inc.
-0.63%
-$2,012.06 
VOO Vanguard S&P 500 ETF
-0.6%
-$76,735.19 
AMZN Amazon.com Inc
-0.53%
-$10,258.8 
IQV IQVIA Holdings Inc.
-0.47%
-$4,264.02 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.46%
-$2,897.81 
AAPL Apple Inc.
-0.44%
-$4,166.23 
SCHW Charles Schwab Corporation
-0.41%
-$7,196.52 
DMAY FT Vest US Equity Deep Buffer Fund
-0.35%
-$5,042.56 
CRM Salesforce Inc
-0.34%
-$832.3 
LOW Lowe's Companies Inc.
-0.33%
-$790.23 
EBAY eBay Inc.
-0.29%
-$1,440 
RDVI FT Vest Rising Dividend Achievers Fund
-0.26%
-$732.67 
DJUN FT VEST US Equity Deep Buffer Fund
-0.23%
-$8,452.95 
DNOV FT Vest US Equity Deep Buffer Fund
-0.21%
-$2,223.65 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.21%
-$515.1 
RDVY First Trust Rising Dividend Achievers ETF
-0.2%
-$17,103.84 
MDT Medtronic plc
-0.2%
-$447.48 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.19%
-$4,360.64 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.18%
-$750 
MOAT VanEck Morningstar Wide Moat Fund
-0.17%
-$2,462.94 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.16%
-$438.75 
DMAR FT Vest US Equity Deep Buffer Fund
-0.16%
-$6,599.96 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$2,997.33 
ADBE Adobe Inc.
-0.14%
-$247.57 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.13%
-$470.52 
SPGP Invesco S&P 500 GARP ETF
-0.11%
-$2,821 
MCD McDonald's Corporation
-0.09%
-$193.68 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.08%
-$1,533.28 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$1,439.71 
VRIG Invesco Variable Rate Investment Grade ETF
-0.01%
-$35.87 Events
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Dividends
Dividend Analysis
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| Trades 252 | Longs Won 162/252 64% | Profit Factor 14.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $357,205.44 |
| Average Win $172,476.92 | Best Trade (Jul 15) $2.87M | Sharpe Ratio -10.21 |
| Average Loss -$21,475.38 | Worst Trade (Jul 10) -$235,968.08 | Z-Score 5.61 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $103,208.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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