JP Tarbutton Portfolio

Invests via LHM, INC. | Managed by Robert Foltynowicz

Invests via LHM, INC.

Managed by Robert Foltynowicz

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 05:15 PM

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.

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.

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:

19.47%

Gain

Monthly

0.58%

Yearly

7.25%

Drawdown

29.15%

$293.83M

Equity

Holdings

$293.83M

Investment

$234.8M

$90.24M

Profit -$2.83M

Realized

$31.21M

Unrealized

$59.04M

Dividends

$13.92M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$2.83M

Win %

59%

This Week

Compared To Last Week

Gain

-1.77%

Profit

-$5.3M

Win %

59%

This Month

Compared to last month

Gain

-3.98%

Profit

-$12.17M

Win %

59%

This Year

Compared to last year

Gain

15.69%

Profit

$39.86M

Win %

61%

Gainers
Losers

WHR Whirlpool Corporation

+3.81%

+$86,519.79

WAL Western Alliance Bancorporation

+2.99%

+$241,260.37

MCFT MasterCraft Boat Holdings, Inc.

+2.96%

+$160,025.31

SONY Sony Group Corporation - Sponsored American Depositary Receipt

+2.39%

+$14,606.95

WGO Winnebago Industries, Inc.

+2.31%

+$108,363.43

XPEL XPEL, Inc.

+2.21%

+$189,710.68

KWEB KraneShares CSI China Internet ETF

+1.98%

+$123,779.74

NVO Novo Nordisk A/S Sponsored ADR

+1.92%

+$58,132.1

SNFCA Security National Financial Corporation

+0.6%

+$43,050.48

AMZN Amazon.com Inc

+0.57%

+$38,870.15

GOOGL Alphabet Inc

+0.06%

+$4,883.55

MRVL Marvell Technology, Inc.

-8.83%

-$1.82M

MCHP Microchip Technology Incorporated

-4.81%

-$449,507.25

IPGP IPG Photonics Corporation

-3.73%

-$280,546.51

TXN Texas Instruments Inc

-3.5%

-$319,521.13

XBI SPDR S&P Biotech ETF

-2.67%

-$307,579.2

KRNT Kornit Digital Ltd.

-1.99%

-$218,483.37

OLED Universal Display Corporation

-0.72%

-$42,487.18

TTWO Take-Two Interactive Software, Inc.

-0.5%

-$59,472.56

VTI VANGUARD TOTAL STOCK MKT ETF

-0.31%

-$384,061.44

PYLD PIMCO Multisector Bond Active ETF

-0.13%

-$15,319.25

BINC iShares Flexible Income Active ETF

-0.02%

-$2,199.84

Events

Dividends

Dividend Analysis

No Data

Trades 169	Longs Won 107/169 63%	Profit Factor 4.21
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.88M
Average Win $1.11M	Best Trade (Jul 16) $28.36M	Sharpe Ratio -16.2
Average Loss -$452,806.6	Worst Trade (Jul 13) -$4.24M	Z-Score 1.16 (75.46%)
Commissions $0	Avg. Trade Length 1y 2w 3d	Expectancy $533,977.12

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%	0.02%	1.88%
Consecutive Losing Trades	649	584	519	454	389	324	260	195	130	65