TSB
Thomas S. Breitbach Portfolio
Invests via Vivid Wealth Management, LLC | Managed by Thomas Stuart Breitbach, Cameron Dale McCarty
Invests via Vivid Wealth Management, LLC
Managed by Thomas Stuart Breitbach, Cameron Dale McCarty
Automatically Tracked
Thomas S. Breitbach Profile
Veteran investment executive focused on private equity and strategic asset management with experience in deal sourcing, portfolio oversight and operational value creation across mid-market companies. Thomas S. Breitbach has led acquisitions, capital raises and exit processes while working with institutional LPs and corporate sponsors. Known for cross-functional leadership, emphasis on margin expansion and governance, and experience integrating add-on acquisitions to scale revenue and EBITDA in cyclical industries.
Veteran investment executive focused on private equity and strategic asset management with experience in deal sourcing, portfolio oversight and operational value creation across mid-market companies. Thomas S. Breitbach has led acquisitions, capital raises and exit processes while working with institutional LPs and corporate sponsors. Known for cross-functional leadership, emphasis on margin expansion and governance, and experience integrating add-on acquisitions to scale revenue and EBITDA in cyclical industries.
Investment Philosophy & Strategy
Operates a pragmatic, operationally-driven private equity approach focused on mid‑market, cyclical industrials and business services. Prioritizes buy-and-build platforms where margin expansion, governance upgrades and disciplined capital structure create value over a three- to seven-year horizon. Underwrites investments with emphasis on cash flow resilience, measurable operational KPIs and repeatable add‑on integration playbooks. Allocates capital with conservative leverage, active board oversight and clear exit pathways to optimize EBITDA growth and shareholder returns.
Operates a pragmatic, operationally-driven private equity approach focused on mid‑market, cyclical industrials and business services. Prioritizes buy-and-build platforms where margin expansion, governance upgrades and disciplined capital structure create value over a three- to seven-year horizon. Underwrites investments with emphasis on cash flow resilience, measurable operational KPIs and repeatable add‑on integration playbooks. Allocates capital with conservative leverage, active board oversight and clear exit pathways to optimize EBITDA growth and shareholder returns.
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:
20.39%
Gain
Monthly
0.61%
Yearly
7.58%
Drawdown
30.33%
$279.61M
Equity
Holdings
$279.61M
Investment
$212.05M
$99.21M
Profit -$1.95M
Realized
$31.65M
Unrealized
$67.56M
Dividends
$9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.95M
Win %
79%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.93M
Win %
79%
This Month
Compared to last month
Gain
-0.79%
Profit
-$2.24M
Win %
79%
This Year
Compared to last year
Gain
13.14%
Profit
$32.48M
Win %
81%
UNP Union Pacific Corporation
+3.68%
+$105,548.28 
MRK Merck & Co., Inc.
+3.51%
+$8,983.8 
AMGN Amgen Inc.
+2.67%
+$66,838.34 
TJX The TJX Companies, Inc.
+2.62%
+$67,635.85 
COST Costco Wholesale Corporation
+2.29%
+$58,520.2 
PPG PPG Industries Inc.
+2.28%
+$55,692.88 
WMT Walmart Inc.
+2.21%
+$22,663.98 
PKG Packaging Corporation of America
+2.06%
+$51,883.3 
MSFT Microsoft Corp.
+1.89%
+$49,061.9 
OKE ONEOK, Inc.
+1.87%
+$51,856.8 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$19,825.37 
MNST Monster Beverage Corporation
+1.47%
+$51,569.6 
AAPL Apple Inc.
+1.4%
+$53,317.05 
DE Deere & Company
+1.3%
+$42,717.16 
CVX Chevron Corporation
+1.11%
+$28,645.62 
WFC Wells Fargo & Company
+0.97%
+$14,153.75 
APD Air Products and Chemicals, Inc.
+0.93%
+$25,530.96 
AXP American Express Company
+0.51%
+$14,397.5 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$26,647.5 
TPL Texas Pacific Land Corporation
+0.43%
+$8,467.63 
NFLX Netflix, Inc.
+0.41%
+$8,326.81 
VTV Vanguard Value ETF
+0.41%
+$40,539.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.39%
+$7,930.12 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$12,440.64 
AMZN Amazon.com Inc
+0.37%
+$12,896.8 
XLF Financial Select Sector SPDR Fund
+0.28%
+$11,606.4 
GOOGL Alphabet Inc
+0.21%
+$8,290.26 
LMT Lockheed Martin Corporation
+0.17%
+$1,074.55 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$215.67 
PLTR Palantir Technologies Inc.
+0.01%
+$347.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$951.08 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$731.09 
VST Vistra Corp
-6.43%
-$161,805.14 
HOOD Robinhood Markets, Inc.
-6%
-$209,265.21 
AMD Advanced Micro Devices, Inc.
-5.4%
-$375,701.19 
GE General Electric Company
-5.37%
-$168,615.9 
GS The Goldman Sachs Group, Inc.
-4.28%
-$161,211.28 
AVGO Broadcom Inc.
-4.2%
-$120,430.76 
ETN Eaton Corporation plc
-4.18%
-$132,963 
CAT Caterpillar Inc.
-3.36%
-$120,696.35 
PWR Quanta Services Inc.
-3.19%
-$110,047.08 
MSTR Strategy Inc.
-3.04%
-$48,141.44 
ANET Arista Networks, Inc.
-2.75%
-$96,901.77 
GEV GE Vernova Inc.
-2.68%
-$96,378.24 
NVDA NVIDIA Corporation
-2.56%
-$89,679.53 
KLAC KLA Corporation
-2.54%
-$100,895.7 
ETHA iShares Ethereum Trust
-2.48%
-$4,923.72 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$114,156.96 
META Meta Platforms Inc Class A
-1.71%
-$46,950.31 
CDNS Cadence Design Systems, Inc.
-1.69%
-$50,993.03 
TSLA Tesla, Inc.
-1.51%
-$63,199.84 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$60,389.93 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.4%
-$68,389.83 
PANW Palo Alto Networks, Inc.
-1.35%
-$6,134.22 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$280,056.48 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1%
-$57,513.4 
IBIT iShares Bitcoin Trust
-0.9%
-$2,993.1 
PFG Principal Financial Group, Inc.
-0.39%
-$3,316.87 
JPM JPMorgan Chase & Co.
-0.35%
-$11,596 
IVV iShares Core S&P 500 ETF
-0.29%
-$90,395.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$9,202.5 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$8,938.8 
NOC Northrop Grumman Corporation
-0.07%
-$1,326.02 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$171.01 
DNP DNP Select Income Fund Inc.
-0.04%
-$56.13 
BINC iShares Flexible Income Active ETF
-0.03%
-$6,565.14 Events
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Dividends
Dividend Analysis
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| Trades 646 | Longs Won 510/646 78% | Profit Factor 16.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $582,401.48 |
| Average Win $207,401.89 | Best Trade (Jul 13) $9.83M | Sharpe Ratio -9.45 |
| Average Loss -$48,262.11 | Worst Trade (Jul 13) -$1.44M | Z-Score 6.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $153,577.89 |
| 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 | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
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