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:
20.92%
Gain
Monthly
1.52%
Yearly
19.9%
Drawdown
26.3%
$160.03M
Equity
Holdings
$160.03M
Investment
$123.1M
$85.34M
Profit -$949,707.1
Realized
$48.4M
Unrealized
$36.93M
Dividends
$2M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$949,707.1
Win %
67%
This Week
Compared To Last Week
Gain
-3.87%
Profit
-$6.45M
Win %
67%
This Month
Compared to last month
Gain
-4.45%
Profit
-$7.45M
Win %
67%
This Year
Compared to last year
Gain
-4.82%
Profit
-$8.09M
Win %
70%
LITE Lumentum Holdings Inc.
+4.21%
+$24,769.81 
RAL Ralliant Corporation
+3.44%
+$8,820.5 
ARM Arm Holdings plc American Depositary Receipt
+2.04%
+$3,210 
GEV GE Vernova Inc.
+1.7%
+$8,812.34 
P Everpure Inc.
+1.52%
+$2,121.6 
ABT Abbott Laboratories
+1.3%
+$3,037.95 
Q Qnity Electronics Inc.
+1.17%
+$5,170.65 
PANW Palo Alto Networks, Inc.
+1.06%
+$39,112.5 
ABBV AbbVie Inc.
+0.75%
+$2,977.3 
MRVL Marvell Technology, Inc.
+0.64%
+$11,011.2 
LLY Eli Lilly and Company
+0.61%
+$59,304.51 
CEG Constellation Energy Corporation
+0.42%
+$444.05 
TECH Bio-Techne Corporation
+0.21%
+$504 
AAPL Apple Inc.
+0.2%
+$1,132.48 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$210.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$17,806.71 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$2,275.23 
ZAPR
0%
$0 
ZJUN
0%
$0 
BLDR Builders FirstSource, Inc.
-5.26%
-$6,559.56 
SYK Stryker Corporation
-3.31%
-$120,077.62 
META Meta Platforms Inc Class A
-2.83%
-$45,642.03 
GOOG Alphabet Inc
-2.56%
-$19,756.15 
DAL Delta Air Lines, Inc.
-2.51%
-$2,838.37 
TSLA Tesla, Inc.
-2.39%
-$15,631.2 
DOCS Doximity Inc.
-2.39%
-$9,145.68 
NVDA NVIDIA Corporation
-1.98%
-$62,424.55 
SAP SAP SE Sponsored ADR
-1.86%
-$17,343.62 
RDDT Reddit Inc Class A
-1.71%
-$6,561.9 
RVTY Revvity Inc.
-1.55%
-$93,779.84 
WM Waste Management, Inc.
-1.51%
-$29,097 
MSFT Microsoft Corp.
-1.49%
-$26,055.08 
ADI Analog Devices, Inc.
-1.31%
-$17,092.89 
DOV Dover Corporation
-1.3%
-$20,902.46 
LIN Linde plc
-1.25%
-$6,365.09 
QQQM Invesco NASDAQ 100 ETF
-1.19%
-$53,371.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.17%
-$1,217.94 
IUSG iShares Core S&P U.S. Growth ETF
-1.11%
-$4,529.16 
VRT Vertiv Holdings Co
-0.9%
-$7,006.56 
SCHX Schwab U.S. Large-Cap ETF
-0.9%
-$201,306.19 
VOO Vanguard S&P 500 ETF
-0.87%
-$1,401.89 
IVV iShares Core S&P 500 ETF
-0.86%
-$5,148.78 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$5,480.55 
AMZN Amazon.com Inc
-0.84%
-$1,497.31 
DUK Duke Energy Corporation
-0.81%
-$1,250.48 
COST Costco Wholesale Corporation
-0.8%
-$14,072.63 
CARR Carrier Global Corporation
-0.78%
-$5,801.22 
AMD Advanced Micro Devices, Inc.
-0.77%
-$230,076 
FTV Fortive Corporation
-0.74%
-$5,292.3 
D Dominion Energy, Inc.
-0.66%
-$1,466.4 
IWM iShares Russell 2000 ETF
-0.61%
-$1,064.28 
GRMN Garmin Ltd.
-0.59%
-$986.38 
ED Consolidated Edison, Inc.
-0.56%
-$927.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.5%
-$607.24 
SCHA Schwab U.S. Small-Cap ETF
-0.5%
-$38,579.12 
SCHF Schwab International Equity ETF
-0.46%
-$21,620.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.46%
-$58,239.04 
BRK-B Berkshire Hathaway Inc.
-0.41%
-$1,303.25 
UDEC Innovator U.S. Equity Ultra Fund
-0.36%
-$1,670.55 
XLV Health Care Select Sector SPDR Fund
-0.31%
-$426 
DHR Danaher Corporation
-0.3%
-$14,035.49 
VLTO Veralto Corporation
-0.22%
-$1,572.14 
XMAG Defiance Le Cap Ex-MAG 7 ETF
-0.18%
-$213.71 
CMI Cummins Inc.
-0.17%
-$1,355.62 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.05%
-$60 Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 300/550 54% | Profit Factor 21.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.1M |
| Average Win $298,525.34 | Best Trade (Jun 30) $44.27M | Sharpe Ratio -83.13 |
| Average Loss -$16,887.24 | Worst Trade (Jun 30) -$965,995.79 | Z-Score -6.47 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w 3d | Expectancy $155,155.99 |
| 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% | 0.04% | 0.34% | 1.87% | 8.3% | 30.87% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
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Returns
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