Todd Iglehart Portfolio
Invests via Family Legacy Financial Solutions LLC | Managed by Todd Iglehart
Invests via Family Legacy Financial Solutions LLC
Managed by Todd Iglehart
Automatically Tracked
Veteran private equity executive with a background in middle-market buyouts, operational improvement, and board-level governance across industrial and services sectors. Todd Iglehart is a partner-level investor who has led sourcing, due diligence and portfolio value-creation initiatives, with experience in exit execution, capital structuring and LP relations.
Veteran private equity executive with a background in middle-market buyouts, operational improvement, and board-level governance across industrial and services sectors. Todd Iglehart is a partner-level investor who has led sourcing, due diligence and portfolio value-creation initiatives, with experience in exit execution, capital structuring and LP relations.
Investment Philosophy & Strategy
Brings a value-oriented, operationally focused private equity approach centered on middle-market buyouts, prioritizing companies where governance and hands-on improvement drive margin expansion. Emphasizes rigorous due diligence, conservative capital structures and staged investments to balance growth and downside protection. Targets industrials and services with clear cost and process levers, using board stewardship and management incentive alignment to execute 3–7 year value-creation plans. Exit strategy favors strategic sales or carve-outs that realize operational improvements and multiple expansion.
Brings a value-oriented, operationally focused private equity approach centered on middle-market buyouts, prioritizing companies where governance and hands-on improvement drive margin expansion. Emphasizes rigorous due diligence, conservative capital structures and staged investments to balance growth and downside protection. Targets industrials and services with clear cost and process levers, using board stewardship and management incentive alignment to execute 3–7 year value-creation plans. Exit strategy favors strategic sales or carve-outs that realize operational improvements and multiple expansion.
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:
64.8%
Gain -0.23%
Monthly
3.28%
Yearly
47.15%
Drawdown
14.62%
$170.36M
Equity
Holdings
$170.36M
Investment
$125.42M
$93.65M
Profit -$425,238.06
Realized
$48.72M
Unrealized
$44.93M
Dividends
$2.39M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$425,238.06
Win %
65%
This Week
Compared To Last Week
Gain
-2.5%
Profit
-$4.37M
Win %
65%
This Month
Compared to last month
Gain
-1.33%
Profit
-$2.3M
Win %
65%
This Year
Compared to last year
Gain
-0.57%
Profit
-$959,885.81
Win %
69%
RDDT Reddit Inc Class A
+5.48%
+$24,989.77 
LLY Eli Lilly and Company
+5.04%
+$507,191.36 
SYK Stryker Corporation
+2.88%
+$88,826.79 
DHR Danaher Corporation
+2.72%
+$140,584.99 
RVTY Revvity Inc.
+2.56%
+$211,411.2 
BLLN BillionToOne, Inc.
+2.41%
+$1,177.65 
WM Waste Management, Inc.
+2.34%
+$41,349.4 
SAP SAP SE Sponsored ADR
+2.03%
+$25,756.08 
ABBV AbbVie Inc.
+1.65%
+$7,353.9 
ABT Abbott Laboratories
+1.51%
+$3,673.8 
MSFT Microsoft Corp.
+1.03%
+$18,160.97 
UHS Universal Health Services, Inc.
+0.88%
+$1,995.88 
SCHA Schwab U.S. Small-Cap ETF
+0.78%
+$58,178.75 
SCHM Schwab U.S. Mid-Cap ETF
+0.69%
+$88,842.69 
COST Costco Wholesale Corporation
+0.68%
+$12,942.72 
CARR Carrier Global Corporation
+0.55%
+$2,492.1 
LIN Linde plc
+0.45%
+$2,379.37 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$1,338.94 
FTV Fortive Corporation
+0.23%
+$1,495.65 
GOOG Alphabet Inc
+0.14%
+$1,176.02 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$16,692.52 
AAPL Apple Inc.
+0.09%
+$581.96 
TECH Bio-Techne Corporation
+0.07%
+$168 
UDEC Innovator U.S. Equity Ultra Fund
+0.07%
+$327.45 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$7,842.96 
IVV iShares Core S&P 500 ETF
0%
+$7.9 
SPY SPDR S&P 500 ETF Trust
0%
+$0.02 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 
P Everpure Inc.
-6.56%
-$19,608.64 
VRT Vertiv Holdings Co
-6.12%
-$72,182.88 
LITE Lumentum Holdings Inc.
-5.35%
-$40,023.68 
SPCX Space Exploration Technologies Corp. Class A
-3.81%
-$27,817.56 
Q Qnity Electronics Inc.
-3.65%
-$23,714.04 
MRVL Marvell Technology, Inc.
-3.6%
-$79,803.36 
AMD Advanced Micro Devices, Inc.
-3.48%
-$1.19M 
RAL Ralliant Corporation
-3.35%
-$8,973.9 
GEV GE Vernova Inc.
-2.89%
-$36,678.85 
NVDA NVIDIA Corporation
-1.81%
-$64,916 
TSLA Tesla, Inc.
-1.72%
-$10,521 
PANW Palo Alto Networks, Inc.
-1.55%
-$56,838.21 
ADI Analog Devices, Inc.
-0.78%
-$10,752.61 
QQQM Invesco NASDAQ 100 ETF
-0.67%
-$31,865.5 
META Meta Platforms Inc Class A
-0.53%
-$10,531.57 
DOV Dover Corporation
-0.41%
-$5,977.14 
IUSG iShares Core S&P U.S. Growth ETF
-0.4%
-$1,708.2 
AMZN Amazon.com Inc
-0.29%
-$526.88 
CMI Cummins Inc.
-0.25%
-$1,595.12 
VLTO Veralto Corporation
-0.09%
-$690.21 
SCHF Schwab International Equity ETF
-0.02%
-$884.37 Events
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Dividends
Dividend Analysis
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No Data
| Trades 584 | Longs Won 374/584 64% | Profit Factor 20.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $263,422.91 | Best Trade (Jun 30) $44.27M | Sharpe Ratio -83.65 |
| Average Loss -$23,428.82 | Worst Trade (Oct 14) -$1.22M | Z-Score -1.03 (69.81%) |
| Commissions $0 | Avg. Trade Length 6m 2d | Expectancy $160,366.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.2% | 1.29% | 6.56% | 27.63% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,908 | $417,676.42 | $654,949.62 | - | $237,273.2 | 56.81% | +0.089% |
| ABBV AbbVie Inc. | 1,568 | $291,313.82 | $451,850.56 | - | $160,536.74 | 55.11% | +1.654% |
| ABT Abbott Laboratories | 2,355 | $213,692.7 | $246,168.15 | - | $32,475.45 | 15.2% | +1.515% |
| ADI Analog Devices, Inc. | 3,422 | $1.09M | $1.37M | - | $281,588.85 | 25.87% | -0.779% |
| AMD Advanced Micro Devices, Inc. | 59,760 | $8.48M | $32.93M | - | $24.45M | 288.28% | -3.477% |
| AMZN Amazon.com Inc | 712 | $169,697.66 | $180,378.08 | - | $10,680.42 | 6.29% | -0.291% |
| BLLN BillionToOne, Inc. | 500 | $46,160 | $50,117.65 | - | $3,957.65 | 8.57% | +2.406% |
| BRK-B Berkshire Hathaway Inc. | 650 | $316,086.42 | $343,466.44 | - | $27,380.02 | 8.66% | +0.391% |
| CARR Carrier Global Corporation | 8,307 | $588,784.83 | $453,063.78 | - | -$135,721.05 | -23.05% | +0.553% |
| CMI Cummins Inc. | 1,227 | $408,557.2 | $643,757.82 | - | $235,200.62 | 57.57% | -0.247% |
| COST Costco Wholesale Corporation | 1,926 | $1.85M | $1.9M | - | $54,041.24 | 2.92% | +0.684% |
| DHR Danaher Corporation | 23,009 | $4.55M | $5.31M | - | $765,271.85 | 16.84% | +2.719% |
| DOV Dover Corporation | 7,566 | $1.4M | $1.46M | - | $56,036.07 | 4% | -0.409% |
| FTV Fortive Corporation | 11,505 | $598,902.62 | $660,041.85 | - | $61,139.23 | 10.21% | +0.227% |
| GEV GE Vernova Inc. | 1,347 | $1.39M | $1.23M | - | -$160,499.45 | -11.53% | -2.891% |
| GOOG Alphabet Inc | 2,400 | $845,389.7 | $825,936 | - | -$19,453.7 | -2.3% | +0.143% |
| IUSG iShares Core S&P U.S. Growth ETF | 2,190 | $329,466.14 | $421,158.9 | - | $91,692.76 | 27.83% | -0.404% |
| IVV iShares Core S&P 500 ETF | 792 | $505,342.4 | $612,295.18 | - | $106,952.78 | 21.16% | +0.001% |
| LIN Linde plc | 1,084 | $529,300.36 | $536,466.18 | - | $7,165.82 | 1.35% | +0.446% |
| LITE Lumentum Holdings Inc. | 834 | $715,622.04 | $707,515.56 | - | -$8,106.48 | -1.13% | -5.354% |
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FAQ
Which stocks have generated the highest profits for Todd Iglehart?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $44.51M, Palo Alto Networks, Inc - $2.33M, Marvell Technology, Inc - $946,778.71, Analog Devices, Inc - $740,825.35, and WisdomTree Floating Rate Treasury Fund - $733,480.17. 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: Doximity Inc - $1.33M, SAP SE Sponsored ADR - $351,473.41, Skyworks Solutions Inc - $239,022.72, Arm Holdings plc American Depositary Receipt - $51,096, and Builders FirstSource, Inc - $44,507.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd Iglehart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.39M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $725,634.87, iShares 0-5 Year TIPS Bond ETF - $436,270.87, Schwab U.S. Large-Cap ETF - $239,491.84, Schwab U.S. Mid-Cap ETF - $155,293.16, and Schwab U.S. Small-Cap ETF - $97,678.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Iglehart's monthly returns?
Todd Iglehart's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Todd Iglehart's strategy be considered aggressive or moderate?
Todd Iglehart's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Todd Iglehart's strategy?
Todd Iglehart'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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