SMR
Stephen M Reiches Portfolio
Invests via Rappaport Reiches Capital Management, LLC | Managed by Stephen M. Reiches, David M. Rappaport, Shari Greco Reiches
Invests via Rappaport Reiches Capital Management, LLC
Managed by Stephen M. Reiches, David M. Rappaport, Shari Greco Reiches
Automatically Tracked
Stephen M Reiches Profile
Seasoned investor and finance executive known for active involvement in middle‑market private equity, operational value creation and board-level governance. Stephen M Reiches combines investment sourcing, capital formation and portfolio oversight with earlier experience in investment banking and corporate finance. Focus areas include industrials, business services and technology-enabled B2B models.
Seasoned investor and finance executive known for active involvement in middle‑market private equity, operational value creation and board-level governance. Stephen M Reiches combines investment sourcing, capital formation and portfolio oversight with earlier experience in investment banking and corporate finance. Focus areas include industrials, business services and technology-enabled B2B models.
Investment Philosophy & Strategy
Disciplined, value‑oriented private equity investor focused on middle‑market control and influential minority positions that enable operational improvement and governance-led value creation. Prioritizes industrials, business services and technology‑enabled B2B models, allocating capital to companies with clear scalability, cash‑flow conversion and buy‑and‑build potential. Employs rigorous due diligence, active board engagement and multi‑year horizons, balancing growth initiatives with margin expansion, conservative leverage and staged capital deployment tied to KPIs.
Disciplined, value‑oriented private equity investor focused on middle‑market control and influential minority positions that enable operational improvement and governance-led value creation. Prioritizes industrials, business services and technology‑enabled B2B models, allocating capital to companies with clear scalability, cash‑flow conversion and buy‑and‑build potential. Employs rigorous due diligence, active board engagement and multi‑year horizons, balancing growth initiatives with margin expansion, conservative leverage and staged capital deployment tied to KPIs.
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:
10.62%
Gain
Monthly
-0.06%
Yearly
-0.67%
Drawdown
36.56%
$478.36M
Equity
Holdings
$478.36M
Investment
$373.81M
$101.54M
Profit -$866,812.62
Realized
-$3.01M
Unrealized
$104.55M
Dividends
$34.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$866,812.62
Win %
80%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$616,089.18
Win %
80%
This Month
Compared to last month
Gain
0.72%
Profit
$3.43M
Win %
80%
This Year
Compared to last year
Gain
5.65%
Profit
$25.59M
Win %
80%
ABT Abbott Laboratories
+10.41%
+$81,177.04 
EFX Equifax Inc.
+3.78%
+$11,636.57 
UNH UnitedHealth Group Incorporated
+3.52%
+$15,801.28 
MRK Merck & Co., Inc.
+3.48%
+$10,229.7 
ITW Illinois Tool Works Inc.
+3.42%
+$21,089.25 
HUBS HubSpot, Inc.
+3.37%
+$3,472.75 
APOG Apogee Enterprises Inc.
+3.34%
+$8,500.59 
ABBV AbbVie Inc.
+3.14%
+$66,813.37 
VLO Valero Energy Corporation
+3.12%
+$14,167.48 
AZO AutoZone Inc.
+2.87%
+$5,629.15 
MCD McDonald's Corporation
+2.61%
+$11,931.86 
T AT&T Inc.
+2.54%
+$4,205.77 
ISRG Intuitive Surgical, Inc.
+2.53%
+$4,352.48 
WTW Willis Towers Watson Public Limited Company
+2.36%
+$12,996.48 
PEP PepsiCo, Inc.
+2.27%
+$4,897.2 
MA Mastercard Incorporated
+2.22%
+$14,884.3 
COST Costco Wholesale Corporation
+2.21%
+$20,553.57 
FIS Fidelity National Information Services, Inc.
+2.17%
+$4,118.03 
ULTA Ulta Beauty Inc.
+2.13%
+$7,782.16 
XLP Consumer Staples Select Sector SPDR Fund
+2.11%
+$8,859.84 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$19,568.16 
AOMR Angel Oak Mortgage REIT Inc.
+2.01%
+$3,225.78 
SPGI S&P Global Inc.
+1.94%
+$5,310.52 
WMT Walmart Inc.
+1.93%
+$31,662.47 
V Visa Inc. Class A
+1.75%
+$8,185.87 
LLY Eli Lilly and Company
+1.75%
+$9,296.6 
HD The Home Depot, Inc.
+1.65%
+$7,450.44 
SDY SPDR S&P Dividend ETF
+1.64%
+$5,636.2 
PG Procter & Gamble Co
+1.61%
+$3,729.46 
CF CF Industries Holdings, Inc.
+1.58%
+$17,789.04 
DFAT Dimensional US Targeted Value ETF
+1.46%
+$6,880.92 
IBM International Business Machines Corporation
+1.44%
+$4,224.26 
MSFT Microsoft Corp.
+1.36%
+$54,462.64 
RWO SPDR Dow Jones Global Real Estate ETF
+1.32%
+$50,940.33 
XOM Exxon Mobil Corporation
+1.3%
+$6,199.77 
DFGR Dimensional Global Real Estate ETF
+1.21%
+$78,387.55 
AAPL Apple Inc.
+1.12%
+$391,158.24 
XLE Energy Select Sector SPDR Fund
+1.11%
+$5,465 
SO The Southern Company
+0.91%
+$2,653.82 
DUK Duke Energy Corporation
+0.89%
+$2,158.07 
WFC Wells Fargo & Company
+0.87%
+$2,297.3 
IWD iShares Russell 1000 Value ETF
+0.69%
+$1,977.1 
BX Blackstone Inc.
+0.59%
+$2,603.78 
FISV Fiserv, Inc.
+0.5%
+$318.75 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$8,137.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.43%
+$1,117 
LII Lennox International Inc.
+0.42%
+$2,619.72 
AMP Ameriprise Financial, Inc.
+0.35%
+$790.88 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$808.08 
AMZN Amazon.com Inc
+0.29%
+$9,292.92 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.27%
+$881.66 
VTV Vanguard Value ETF
+0.27%
+$695.5 
MDY SPDR S&P MidCap 400 ETF Trust
+0.23%
+$966.4 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,042.95 
FNCL Fidelity MSCI Financials Index ETF
+0.21%
+$2,412.3 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$550.97 
GOOGL Alphabet Inc
+0.18%
+$4,862.81 
GOOG Alphabet Inc
+0.17%
+$9,204.9 
NFLX Netflix, Inc.
+0.16%
+$4,108.76 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.08%
+$306.19 
XLF Financial Select Sector SPDR Fund
+0.08%
+$596.92 
SRE Sempra
+0.05%
+$142.65 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$357.5 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$41.25 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$2,874.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-4.58%
-$33,372.86 
SMH VanEck Semiconductor ETF
-3.69%
-$97,620.99 
AVGO Broadcom Inc.
-3.49%
-$79,420 
MTUM iShares MSCI USA Momentum Factor ETF
-2.87%
-$10,593.32 
XAR SPDR S&P Aerospace & Defense ETF
-2.74%
-$42,062.97 
ADPT Adaptive Biotechnologies Corporation
-2.55%
-$629.66 
NVDA NVIDIA Corporation
-2.43%
-$389,827.68 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$62,009.83 
APH Amphenol Corporation
-2.25%
-$70,853.1 
C Citigroup Inc.
-1.92%
-$9,720.23 
IYW iShares U.S. Technology ETF
-1.84%
-$12,846.9 
DFAE Dimensional Emerging Core Equity Market ETF
-1.8%
-$156,936.56 
META Meta Platforms Inc Class A
-1.75%
-$42,845.4 
PHYS Sprott Physical Gold Trust
-1.65%
-$5,744.37 
IWF iShares Russell 1000 Growth ETF
-1.48%
-$9,567.24 
TSLA Tesla, Inc.
-1.41%
-$20,557.2 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$120,908.25 
CRWD CrowdStrike Holdings, Inc.
-1.35%
-$7,097.76 
HEWJ iShares Currency Hedged MSCI Japan ETF
-1.29%
-$6,474 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$23,402.52 
SCHF Schwab International Equity ETF
-1.18%
-$29,165.83 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$8,120.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.14%
-$26,212.62 
EFG iShares MSCI EAFE Growth ETF
-1.11%
-$6,331.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$5,012.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$37,417.78 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,331.8 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$4,740.59 
XLG Invesco S&P 500 Top 50 ETF
-0.73%
-$11,267.62 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.66%
-$3,510.65 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$206,631.98 
IQLT iShares MSCI International Quality Factor ETF
-0.58%
-$1,745.51 
XLI Industrial Select Sector SPDR Fund
-0.53%
-$2,450.05 
CME CME Group Inc.
-0.51%
-$34,240.5 
JPM JPMorgan Chase & Co.
-0.47%
-$2,672.81 
ASML ASML Holding N.V. New York Registry Shares
-0.4%
-$4,004.95 
VOO Vanguard S&P 500 ETF
-0.39%
-$7,702.95 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$45,179.37 
IVV iShares Core S&P 500 ETF
-0.38%
-$4,671.9 
SCHB Schwab U.S. Broad Market ETF
-0.38%
-$25,918.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$40,170.24 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$1,494.8 
NOC Northrop Grumman Corporation
-0.29%
-$655.65 
DFAU Dimensional US Core Equity Market ETF
-0.23%
-$128,427.97 
BNDX Vanguard Total International Bond ETF
-0.22%
-$40,959.66 
NEE NextEra Energy, Inc.
-0.18%
-$858.4 
MUB iShares National Muni Bond ETF
-0.17%
-$922.23 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$618.52 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$1,144.62 
BAC Bank of America Corporation
-0.12%
-$2,051.62 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$9,948.96 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$47,664.76 
BSV Vanguard Short-Term Bond ETF
-0.06%
-$914.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$26,740.14 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$42.95 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$69.99 Events
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Dividends
Dividend Analysis
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| Trades 1109 | Longs Won 683/1109 61% | Profit Factor 6.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $558,040.29 |
| Average Win $177,183.58 | Best Trade (Jul 16) $13.53M | Sharpe Ratio -12.8 |
| Average Loss -$45,726.58 | Worst Trade (Jul 16) -$2.76M | Z-Score 13.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m | Expectancy $91,557.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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