JP Tarbutton Portfolio
Invests via LHM, INC. | Managed by Robert Foltynowicz
Invests via LHM, INC.
Managed by Robert Foltynowicz
Automatically Tracked
JP Tarbutton Profile
Seasoned investor and operator focused on growth-stage technology and software businesses, with experience across venture, corporate development and strategic M&A. JP Tarbutton is known for sourcing and executing growth investments, advising portfolio companies on go-to-market scaling, and leading deal diligence and capital formation. Background blends operating roles and investor responsibilities, with emphasis on SaaS monetization, unit-economics improvement and board-level governance. Market-facing, valuation-aware approach suited to institutional co-investors and limited partners.
Seasoned investor and operator focused on growth-stage technology and software businesses, with experience across venture, corporate development and strategic M&A. JP Tarbutton is known for sourcing and executing growth investments, advising portfolio companies on go-to-market scaling, and leading deal diligence and capital formation. Background blends operating roles and investor responsibilities, with emphasis on SaaS monetization, unit-economics improvement and board-level governance. Market-facing, valuation-aware approach suited to institutional co-investors and limited partners.
Investment Philosophy & Strategy
Hybrid investor-operator approach prioritizing growth-stage SaaS and software businesses where product-led scale meets disciplined unit-economics. Focuses on revenue efficiency, monetization expansion, and repeatable go-to-market motion, favoring companies with clear KPIs and board-ready governance. Capital allocation blends minority growth equity and structured follow-ons with co-investor alignment, with a three- to seven-year horizon and active portfolio involvement on GTM, metrics-driven diligence, and exit planning. Risk managed through valuation discipline, staged capital, and operational value-add.
Hybrid investor-operator approach prioritizing growth-stage SaaS and software businesses where product-led scale meets disciplined unit-economics. Focuses on revenue efficiency, monetization expansion, and repeatable go-to-market motion, favoring companies with clear KPIs and board-ready governance. Capital allocation blends minority growth equity and structured follow-ons with co-investor alignment, with a three- to seven-year horizon and active portfolio involvement on GTM, metrics-driven diligence, and exit planning. Risk managed through valuation discipline, staged capital, and operational value-add.
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:
63.85%
Gain -0.11%
Monthly
1.56%
Yearly
20.46%
Drawdown
28.82%
$284.15M
Equity
Holdings
$284.15M
Investment
$233.47M
$93.97M
Profit +$123,684.93
Realized
$43.29M
Unrealized
$50.68M
Dividends
$14.04M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
$123,684.93
Win %
52%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$3.03M
Win %
52%
This Month
Compared to last month
Gain
2.88%
Profit
$7.97M
Win %
52%
This Year
Compared to last year
Gain
-2.57%
Profit
-$7.5M
Win %
57%
XPEL XPEL, Inc.
+2.34%
+$227,371.2 
MRVL Marvell Technology, Inc.
+2.25%
+$213,123.69 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.18%
+$90,395.94 
IPGP IPG Photonics Corporation
+1.76%
+$129,405.49 
WAL Western Alliance Bancorporation
+1.37%
+$87,259.2 
XBI SPDR S&P Biotech ETF
+0.83%
+$77,238.07 
KRNT Kornit Digital Ltd.
+0.34%
+$43,159.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$400,419.87 
MCFT MasterCraft Boat Holdings, Inc.
+0.28%
+$15,355.41 
PYLD PIMCO Multisector Bond Active ETF
+0.12%
+$12,377.79 
BINC iShares Flexible Income Active ETF
+0.02%
+$2,073.84 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTWO Take-Two Interactive Software, Inc.
-2.99%
-$340,387.5 
OLED Universal Display Corporation
-2.16%
-$151,340.63 
KWEB KraneShares CSI China Internet ETF
-1.96%
-$127,250.2 
MCHP Microchip Technology Incorporated
-1.95%
-$144,830.43 
AMZN Amazon.com Inc
-1.83%
-$138,182.8 
WHR Whirlpool Corporation
-1.7%
-$43,554.18 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$19,581.9 
TXN Texas Instruments Inc
-1.65%
-$142,591.94 
WGO Winnebago Industries, Inc.
-1.25%
-$63,019.87 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.3%
-$4,846.17 
SNFCA Security National Financial Corporation
-0.11%
-$6,011.88 
GOOGL Alphabet Inc
-0.08%
-$6,635.21 Events
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Dividends
Dividend Analysis
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| Trades 188 | Longs Won 114/188 60% | Profit Factor 3.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.91M |
| Average Win $1.11M | Best Trade (Aug 13) $30.59M | Sharpe Ratio -11.59 |
| Average Loss -$439,693.55 | Worst Trade (Aug 25) -$3.89M | Z-Score -0.96 (66.15%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy $499,852.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% | 2.98% |
| Consecutive Losing Trades | 646 | 582 | 517 | 452 | 388 | 323 | 259 | 194 | 129 | 65 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 13,274 | $6.41M | $4.23M | - | -$2.18M | -34% | +2.183% |
| AMZN Amazon.com Inc | 27,692 | $6.31M | $7.4M | - | $1.09M | 17.24% | -1.833% |
| BINC iShares Flexible Income Active ETF | 207,384 | $10.88M | $10.78M | - | -$95,236.42 | -0.88% | +0.019% |
| GOOGL Alphabet Inc | 25,522 | $8.12M | $8.77M | - | $651,124.12 | 8.02% | -0.076% |
| IPGP IPG Photonics Corporation | 85,699 | $6.73M | $7.48M | - | $748,687.83 | 11.12% | +1.76% |
| KRNT Kornit Digital Ltd. | 719,321 | $12.21M | $12.69M | - | $482,208.13 | 3.95% | +0.341% |
| KWEB KraneShares CSI China Internet ETF | 231,364 | $7.68M | $6.37M | - | -$1.31M | -17.06% | -1.958% |
| MCFT MasterCraft Boat Holdings, Inc. | 219,363 | $4.05M | $5.43M | - | $1.38M | 34.14% | +0.284% |
| MCHP Microchip Technology Incorporated | 91,665 | $5.86M | $7.28M | - | $1.42M | 24.17% | -1.95% |
| MRVL Marvell Technology, Inc. | 44,680 | $3.53M | $9.7M | - | $6.17M | 174.56% | +2.247% |
| NVO Novo Nordisk A/S Sponsored ADR | 25,105 | $1.76M | $1.16M | - | -$595,471.11 | -33.83% | -1.654% |
| OLED Universal Display Corporation | 74,552 | $11.27M | $6.86M | - | -$4.41M | -39.14% | -2.159% |
| PYLD PIMCO Multisector Bond Active ETF | 412,593 | $10.95M | $10.8M | - | -$154,159.37 | -1.41% | +0.115% |
| SNFCA Security National Financial Corporation | 601,188 | $5.27M | $5.59M | - | $323,439.14 | 6.14% | -0.107% |
| SONY Sony Group Corporation - Sponsored American Depositary Receipt | 69,231 | $1.55M | $1.63M | - | $83,640.72 | 5.41% | -0.296% |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 1,959 | $33,773.57 | $33,773.57 | - | - | - | 0.0 |
| TTWO Take-Two Interactive Software, Inc. | 45,385 | $9.8M | $11.03M | - | $1.23M | 12.5% | -2.994% |
| TXN Texas Instruments Inc | 30,665 | $5.67M | $8.48M | - | $2.81M | 49.63% | -1.653% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 339,336 | $84.74M | $129.57M | - | $44.83M | 52.9% | +0.31% |
| WAL Western Alliance Bancorporation | 77,910 | $5.68M | $6.44M | - | $761,922.95 | 13.43% | +1.374% |
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FAQ
Which stocks have generated the highest profits for JP Tarbutton?
The largest contributions to the portfolio's profits come from the following stocks: Western Alliance Bancorporation - $17.21M, VANGUARD TOTAL STOCK MKT ETF - $16.64M, Marvell Technology, Inc - $12.26M, Kornit Digital Ltd - $4.68M, and iShares Flexible Income Active ETF - $3.99M. 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: Accendra Health, Inc - $3.95M, Novo Nordisk A/S Sponsored ADR - $3.16M, Micron Technology, Inc - $2.27M, Alphabet Inc - $1.7M, and iShares Russell 2000 Value ETF - $1.22M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JP Tarbutton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.04M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $5.13M, VANGUARD TOTAL STOCK MKT ETF - $3.85M, PIMCO Multisector Bond Active ETF - $1.04M, KraneShares CSI China Internet ETF - $670,751.35, and Western Alliance Bancorporation - $605,179.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JP Tarbutton's monthly returns?
JP Tarbutton'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 JP Tarbutton's strategy be considered aggressive or moderate?
JP Tarbutton'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 JP Tarbutton's strategy?
JP Tarbutton's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
