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:
88.1%
Gain +0.18%
Monthly
0.69%
Yearly
8.64%
Drawdown
23.09%
$484.91M
Equity
Holdings
$484.91M
Investment
$373.81M
$106.74M
Profit +$321,227.16
Realized
-$4.36M
Unrealized
$111.11M
Dividends
$37.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$321,227.16
Win %
77%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$766,029.36
Win %
77%
This Month
Compared to last month
Gain
0.85%
Profit
$4.08M
Win %
77%
This Year
Compared to last year
Gain
7.1%
Profit
$32.14M
Win %
77%
EFX Equifax Inc.
+7.25%
+$19,543.68 
HUBS HubSpot, Inc.
+5.61%
+$6,073.72 
AZO AutoZone Inc.
+5.08%
+$9,768 
WTW Willis Towers Watson Public Limited Company
+4.47%
+$25,664.17 
HD The Home Depot, Inc.
+4.31%
+$16,816.3 
SPGI S&P Global Inc.
+3.98%
+$9,987.6 
LLY Eli Lilly and Company
+3.55%
+$19,720.2 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$13,228.71 
AOMR Angel Oak Mortgage REIT Inc.
+3.44%
+$4,301.04 
NFLX Netflix, Inc.
+2.89%
+$71,032.8 
ULTA Ulta Beauty Inc.
+2.84%
+$13,170.07 
BX Blackstone Inc.
+2.81%
+$10,450.05 
UNH UnitedHealth Group Incorporated
+2.79%
+$11,845.61 
LII Lennox International Inc.
+2.77%
+$11,099.34 
IBM International Business Machines Corporation
+2.74%
+$8,642.4 
FISV Fiserv, Inc.
+2.47%
+$1,453.5 
WFC Wells Fargo & Company
+2.29%
+$5,555.55 
MA Mastercard Incorporated
+2.17%
+$16,415.43 
V Visa Inc. Class A
+2.13%
+$10,940.81 
XAR SPDR S&P Aerospace & Defense ETF
+2.05%
+$26,062.26 
FIS Fidelity National Information Services, Inc.
+1.86%
+$3,053.82 
XLV Health Care Select Sector SPDR Fund
+1.86%
+$19,690.02 
PHYS Sprott Physical Gold Trust
+1.81%
+$6,370 
MCD McDonald's Corporation
+1.76%
+$7,240.32 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.71%
+$4,266.94 
ABT Abbott Laboratories
+1.66%
+$14,931.72 
WMT Walmart Inc.
+1.47%
+$24,950.61 
XLF Financial Select Sector SPDR Fund
+1.38%
+$9,948.75 
CF CF Industries Holdings, Inc.
+1.37%
+$15,684.96 
AMP Ameriprise Financial, Inc.
+1.36%
+$2,913.55 
CME CME Group Inc.
+1.35%
+$105,166.98 
SDY SPDR S&P Dividend ETF
+1.26%
+$4,337.28 
IQLT iShares MSCI International Quality Factor ETF
+1.19%
+$3,551.21 
AAPL Apple Inc.
+1.17%
+$426,234.93 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.13%
+$3,867.6 
MSFT Microsoft Corp.
+1.08%
+$58,316.5 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$4,662.59 
MDY SPDR S&P MidCap 400 ETF Trust
+1%
+$3,980.34 
EFA iShares MSCI EAFE ETF
+0.9%
+$2,410.4 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$14,647.32 
VTV Vanguard Value ETF
+0.83%
+$2,197.83 
MUB iShares National Muni Bond ETF
+0.82%
+$4,137.55 
NOC Northrop Grumman Corporation
+0.8%
+$1,666.62 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$4,472.25 
DFAI Dimensional International Core Equity Market ETF
+0.78%
+$240,444.48 
DFGR Dimensional Global Real Estate ETF
+0.77%
+$46,370.1 
C Citigroup Inc.
+0.77%
+$3,527.82 
T AT&T Inc.
+0.77%
+$1,389.06 
IWD iShares Russell 1000 Value ETF
+0.76%
+$2,232.96 
NEE NextEra Energy, Inc.
+0.75%
+$3,165.35 
RWO SPDR Dow Jones Global Real Estate ETF
+0.75%
+$26,810.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.74%
+$3,780.7 
EFG iShares MSCI EAFE Growth ETF
+0.73%
+$4,065.51 
XLP Consumer Staples Select Sector SPDR Fund
+0.72%
+$3,121.09 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$6,104.64 
HEWJ iShares Currency Hedged MSCI Japan ETF
+0.7%
+$3,510 
ASML ASML Holding N.V. New York Registry Shares
+0.68%
+$6,181.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.67%
+$74,617.2 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$12,548.25 
ITW Illinois Tool Works Inc.
+0.64%
+$3,958.5 
FNCL Fidelity MSCI Financials Index ETF
+0.62%
+$6,882.15 
BAC Bank of America Corporation
+0.6%
+$8,480.05 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$300,654.64 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$1,414.14 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$1,831.14 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.54%
+$2,120.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$17,381.16 
XLI Industrial Select Sector SPDR Fund
+0.51%
+$2,192.17 
SCHF Schwab International Equity ETF
+0.48%
+$11,666.33 
GOOGL Alphabet Inc
+0.45%
+$11,641.37 
SCHB Schwab U.S. Broad Market ETF
+0.44%
+$30,631.12 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$245,948.66 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$46,865.58 
IWV ISHARES RUSSELL 3000 ETF
+0.41%
+$1,777.61 
GOOG Alphabet Inc
+0.37%
+$19,013.55 
PG Procter & Gamble Co
+0.35%
+$861.85 
BNDX Vanguard Total International Bond ETF
+0.34%
+$62,415.11 
DFAT Dimensional US Targeted Value ETF
+0.34%
+$1,551.58 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$1,382.94 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$34,236.27 
VOO Vanguard S&P 500 ETF
+0.28%
+$5,770 
AMZN Amazon.com Inc
+0.27%
+$8,539.29 
IVV iShares Core S&P 500 ETF
+0.27%
+$3,334.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$160,440.84 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$3,048.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$40,242.09 
APOG Apogee Enterprises Inc.
+0.12%
+$324.45 
JPM JPMorgan Chase & Co.
+0.07%
+$413.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VLO Valero Energy Corporation
-3.42%
-$24,350.28 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$12,007.63 
XLE Energy Select Sector SPDR Fund
-1.58%
-$9,356.08 
MRK Merck & Co., Inc.
-1.48%
-$5,186.22 
APH Amphenol Corporation
-1.45%
-$96,072 
XOM Exxon Mobil Corporation
-1.32%
-$7,663.38 
TSLA Tesla, Inc.
-1.29%
-$17,482.88 
MTUM iShares MSCI USA Momentum Factor ETF
-1.1%
-$3,937.85 
SMH VanEck Semiconductor ETF
-1.04%
-$26,414.12 
DFAE Dimensional Emerging Core Equity Market ETF
-0.76%
-$65,303.67 
PEP PepsiCo, Inc.
-0.69%
-$1,415.1 
NVDA NVIDIA Corporation
-0.66%
-$108,789.12 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$17,754.18 
DUK Duke Energy Corporation
-0.64%
-$1,484.28 
ORCL Oracle Corporation
-0.58%
-$4,260.95 
AVGO Broadcom Inc.
-0.56%
-$11,089.98 
COST Costco Wholesale Corporation
-0.41%
-$4,057.83 
IYW iShares U.S. Technology ETF
-0.32%
-$2,356.2 
SO The Southern Company
-0.22%
-$613.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$1,285.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.17%
-$3,900.69 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$577.5 
ADPT Adaptive Biotechnologies Corporation
-0.16%
-$690.75 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$11,708.87 
XLG Invesco S&P 500 Top 50 ETF
-0.12%
-$1,981.12 
META Meta Platforms Inc Class A
-0.11%
-$2,952.04 
SCHE Schwab Emerging Markets Equity ETF
-0.11%
-$2,013.12 
SRE Sempra
-0.07%
-$171.18 
ISRG Intuitive Surgical, Inc.
-0.04%
-$79.74 
ABBV AbbVie Inc.
-0.03%
-$697.05 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$156.84 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$42.95 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$99.01 Events
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Dividends
Dividend Analysis
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| Trades 1109 | Longs Won 676/1109 60% | Profit Factor 5.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $615,959.77 |
| Average Win $192,221.33 | Best Trade (Oct 16) $14.82M | Sharpe Ratio -12.8 |
| Average Loss -$53,582.12 | Worst Trade (Oct 14) -$2.88M | Z-Score 8.12 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w 1d | Expectancy $96,249.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 106,293 | $18.73M | $36.78M | - | $18.05M | 96.34% | +1.173% |
| ABBV AbbVie Inc. | 8,711 | $1.57M | $2.47M | - | $898,096.57 | 57.18% | -0.028% |
| ABT Abbott Laboratories | 8,732 | $1.05M | $914,065.76 | - | -$135,708.84 | -12.93% | +1.661% |
| ADPT Adaptive Biotechnologies Corporation | 17,268.75 | $2.79M | $441,734.62 | - | -$2.35M | -84.16% | -0.156% |
| AMP Ameriprise Financial, Inc. | 431 | $208,651 | $216,611.98 | - | $7,960.98 | 3.82% | +1.363% |
| AMZN Amazon.com Inc | 12,558 | $2.19M | $3.2M | - | $1.01M | 46.19% | +0.268% |
| AOMR Angel Oak Mortgage REIT Inc. | 17,921 | $189,963 | $129,389.62 | - | -$60,573.38 | -31.89% | +3.438% |
| APH Amphenol Corporation | 80,060 | $688,562.36 | $6.52M | - | $5.84M | 847.49% | -1.451% |
| APOG Apogee Enterprises Inc. | 6,489 | $285,545.56 | $268,060.59 | - | -$17,484.97 | -6.12% | +0.121% |
| ASML ASML Holding N.V. New York Registry Shares | 549 | $422,066.08 | $912,031.74 | - | $489,965.66 | 116.09% | +0.682% |
| AVGO Broadcom Inc. | 5,776 | $824,854.6 | $1.99M | - | $1.16M | 141.12% | -0.555% |
| AZO AutoZone Inc. | 66 | $213,164.32 | $201,934.93 | - | -$11,229.39 | -5.27% | +5.083% |
| BAC Bank of America Corporation | 27,355 | $1.06M | $1.41M | - | $351,627.88 | 33.09% | +0.603% |
| BND Vanguard Total Bond Market Index Fund | 733,304 | $55.92M | $51.93M | - | -$3.99M | -7.14% | +0.582% |
| BNDX Vanguard Total International Bond ETF | 390,092 | $21.62M | $18.42M | - | -$3.2M | -14.82% | +0.34% |
| BRK-A Berkshire Hathaway Inc. | 1 | $450,662 | $789,486 | - | $338,824 | 75.18% | -0.013% |
| BRK-B Berkshire Hathaway Inc. | 3,575 | $1.22M | $1.89M | - | $669,295.75 | 54.75% | +0.668% |
| BSV Vanguard Short-Term Bond ETF | 20,325 | $1.53M | $1.56M | - | $29,313.65 | 1.92% | +0.196% |
| BX Blackstone Inc. | 3,495 | $462,343.29 | $381,654 | - | -$80,689.29 | -17.45% | +2.815% |
| C Citigroup Inc. | 3,753 | $241,330.75 | $462,407.13 | - | $221,076.38 | 91.61% | +0.769% |
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FAQ
Which stocks have generated the highest profits for Stephen M Reiches?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Corporate Bond ETF - $9M, Vanguard Total Bond Market Index Fund - $5.28M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $4.65M, Vanguard Total International Bond ETF - $2.84M, and Dimensional International Core Equity Market ETF - $1.99M. 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: Adaptive Biotechnologies Corporation - $835,199.91, Ventas Inc - $529,562.46, Amazon.com Inc - $298,377.47, Schwab U.S. Aggregate Bond ETF - $248,756.89, and Comcast Corp - $185,200.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen M Reiches's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.6M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $9.41M, Vanguard Total Bond Market Index Fund - $6.89M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $4.65M, Vanguard Total International Bond ETF - $3.69M, and Dimensional International Core Equity Market ETF - $1.99M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen M Reiches's monthly returns?
Stephen M Reiches'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 Stephen M Reiches's strategy be considered aggressive or moderate?
Stephen M Reiches'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 Stephen M Reiches's strategy?
Stephen M Reiches'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.
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