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:
59.56%
Gain +0.85%
Monthly
3.42%
Yearly
49.66%
Drawdown
10.94%
$163.21M
Equity
Holdings
$163.21M
Investment
$123.1M
$88.64M
Profit +$1.64M
Realized
$48.52M
Unrealized
$40.11M
Dividends
$2.13M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.85%
Profit
$1.64M
Win %
68%
This Week
Compared To Last Week
Gain
1.04%
Profit
$1.68M
Win %
68%
This Month
Compared to last month
Gain
3.64%
Profit
$5.73M
Win %
68%
This Year
Compared to last year
Gain
-2.92%
Profit
-$4.9M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$25,725.03 
GOOG Alphabet Inc
+6.88%
+$50,143.51 
VRT Vertiv Holdings Co
+6.18%
+$37,341.81 
META Meta Platforms Inc Class A
+3.28%
+$42,980.06 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$3,496.8 
MSFT Microsoft Corp.
+3.02%
+$59,492.12 
LITE Lumentum Holdings Inc.
+2.99%
+$17,263.81 
NVDA NVIDIA Corporation
+2.93%
+$86,620.81 
P Everpure Inc.
+2.81%
+$4,304.4 
MRVL Marvell Technology, Inc.
+2.32%
+$39,089.76 
PANW Palo Alto Networks, Inc.
+1.89%
+$64,144.5 
SAP SAP SE Sponsored ADR
+1.51%
+$15,787.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,470.72 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$5,448.12 
FTV Fortive Corporation
+1.25%
+$8,398.65 
GEV GE Vernova Inc.
+0.85%
+$4,146.69 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$946.58 
TSLA Tesla, Inc.
+0.76%
+$3,941.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,565.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,137.25 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$30,011.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,055.04 
CARR Carrier Global Corporation
+0.68%
+$4,512.06 
BLDR Builders FirstSource, Inc.
+0.65%
+$686.28 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$144,332.74 
Q Qnity Electronics Inc.
+0.51%
+$2,146.29 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$2,219.99 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,209 
DOV Dover Corporation
+0.27%
+$4,128.89 
ADI Analog Devices, Inc.
+0.2%
+$2,532.25 
CMI Cummins Inc.
+0.19%
+$1,510.4 
WM Waste Management, Inc.
+0.1%
+$1,749 
ABT Abbott Laboratories
+0.09%
+$211.95 
TECH Bio-Techne Corporation
+0.08%
+$201.59 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,516.82 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$77,355.89 
AAPL Apple Inc.
-7.35%
-$41,757.56 
SYK Stryker Corporation
-6.42%
-$244,533.63 
LIN Linde plc
-5.95%
-$29,473.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$3,300 
ABBV AbbVie Inc.
-2.51%
-$10,138.49 
RAL Ralliant Corporation
-2.43%
-$6,251.05 
AMD Advanced Micro Devices, Inc.
-1.9%
-$552,183.6 
DOCS Doximity Inc.
-1.55%
-$5,694.48 
DAL Delta Air Lines, Inc.
-1.3%
-$1,500.75 
GRMN Garmin Ltd.
-1.27%
-$2,495.73 
RVTY Revvity Inc.
-0.9%
-$55,292.16 
D Dominion Energy, Inc.
-0.8%
-$1,747.2 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,109.99 
ED Consolidated Edison, Inc.
-0.74%
-$1,202.04 
DUK Duke Energy Corporation
-0.67%
-$1,034.88 
DHR Danaher Corporation
-0.61%
-$27,380.71 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$826.44 
SCHF Schwab International Equity ETF
-0.58%
-$27,673.76 
VLTO Veralto Corporation
-0.57%
-$4,141.26 
LLY Eli Lilly and Company
-0.53%
-$51,130.33 
IWM iShares Russell 2000 ETF
-0.47%
-$817.31 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$29,501.68 
CEG Constellation Energy Corporation
-0.31%
-$336.15 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$32,759.46 
COST Costco Wholesale Corporation
-0.24%
-$4,238.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$5,744.1 
XMAG Defiance Le Cap Ex-MAG 7 ETF
-0.04%
-$47.49 Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 355/550 64% | Profit Factor 22.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.08M |
| Average Win $261,520.98 | Best Trade (Jun 30) $44.27M | Sharpe Ratio -22.09 |
| Average Loss -$21,557.71 | Worst Trade (Jun 30) -$965,995.79 | Z-Score -1.05 (70.53%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $161,156.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.22% | 1.37% | 6.84% | 28.18% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,703 | $349,409.48 | $526,073.73 | - | $176,664.25 | 50.56% | -7.354% |
| ABBV AbbVie Inc. | 1,567 | $291,052.24 | $393,222.98 | - | $102,170.74 | 35.1% | -2.513% |
| ABT Abbott Laboratories | 2,355 | $213,692.7 | $248,923.5 | - | $35,230.8 | 16.49% | +0.085% |
| ADI Analog Devices, Inc. | 3,422 | $1.09M | $1.26M | - | $168,601.94 | 15.49% | +0.202% |
| AMD Advanced Micro Devices, Inc. | 59,760 | $8.48M | $28.45M | - | $19.97M | 235.55% | -1.904% |
| AMZN Amazon.com Inc | 713 | $169,936 | $193,636.53 | - | $23,700.53 | 13.95% | +15.321% |
| ARM Arm Holdings plc American Depositary Receipt | 600 | $212,742 | $143,814 | - | -$68,928 | -32.4% | -0.766% |
| BLDR Builders FirstSource, Inc. | 1,596 | $142,810 | $106,038.24 | - | -$36,771.76 | -25.75% | +0.651% |
| BRK-B Berkshire Hathaway Inc. | 650 | $316,086.42 | $332,501 | - | $16,414.58 | 5.19% | +0.365% |
| CARR Carrier Global Corporation | 10,743 | $767,077.62 | $664,024.83 | - | -$103,052.79 | -13.43% | +0.684% |
| CEG Constellation Energy Corporation | 415 | $103,152 | $109,041.25 | - | $5,889.25 | 5.71% | -0.307% |
| CMI Cummins Inc. | 1,238 | $412,161.34 | $785,139.61 | - | $372,978.27 | 90.49% | +0.193% |
| COST Costco Wholesale Corporation | 1,859 | $1.79M | $1.77M | - | -$19,691.77 | -1.1% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 620 | $118,286.7 | $118,333.2 | - | $46.5 | 0.04% | +3.045% |
| D Dominion Energy, Inc. | 3,120 | $193,607.91 | $215,810.4 | - | $22,202.49 | 11.47% | -0.803% |
| DAL Delta Air Lines, Inc. | 1,305 | $122,223 | $114,109.2 | - | -$8,113.8 | -6.64% | -1.298% |
| DHR Danaher Corporation | 23,009 | $4.55M | $4.49M | - | -$58,910.53 | -1.3% | -0.607% |
| DOCS Doximity Inc. | 17,256 | $395,680.03 | $360,822.96 | - | -$34,857.07 | -8.81% | -1.554% |
| DOV Dover Corporation | 7,373 | $1.36M | $1.51M | - | $144,043.48 | 10.56% | +0.274% |
| DUK Duke Energy Corporation | 1,232 | $145,383.75 | $154,529.76 | - | $9,146.01 | 6.29% | -0.665% |
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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 Todd Iglehart?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $44.51M, Palo Alto Networks, Inc - $2.18M, Marvell Technology, Inc - $927,528.79, Analog Devices, Inc - $737,061.15, and WisdomTree Floating Rate Treasury Fund - $684,067.16. 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 - $1.29M, SAP SE Sponsored ADR - $351,473.41, Skyworks Solutions Inc - $239,022.72, Chipotle Mexican Grill, Inc - $42,348.7, and C3.ai Inc - $30,366. 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 $2.13M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $677,308.99, iShares 0-5 Year TIPS Bond ETF - $436,243.3, Schwab U.S. Large-Cap ETF - $177,200.87, Schwab U.S. Mid-Cap ETF - $108,447.13, and Schwab International Equity ETF - $87,239.67. 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.
