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:
80.51%
Gain -0.8%
Monthly
0.71%
Yearly
8.92%
Drawdown
23.08%
$484.73M
Equity
Holdings
$484.73M
Investment
$373.81M
$106.55M
Profit -$1.92M
Realized
-$4.36M
Unrealized
$110.92M
Dividends
$35.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.92M
Win %
79%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$110,013.48
Win %
79%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.92M
Win %
79%
This Year
Compared to last year
Gain
7.06%
Profit
$31.96M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$453,092.51 
GOOG Alphabet Inc
+6.88%
+$346,617.3 
GOOGL Alphabet Inc
+6.73%
+$165,558.96 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$8,265.79 
META Meta Platforms Inc Class A
+3.28%
+$63,647.97 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$14,348.16 
MSFT Microsoft Corp.
+3.02%
+$138,133.94 
NVDA NVIDIA Corporation
+2.93%
+$431,379.61 
HUBS HubSpot, Inc.
+1.83%
+$2,040.54 
ORCL Oracle Corporation
+1.81%
+$12,700.38 
NOC Northrop Grumman Corporation
+1.43%
+$3,227.49 
WFC Wells Fargo & Company
+1.19%
+$3,063.06 
ITW Illinois Tool Works Inc.
+1.15%
+$7,393.75 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$15,848.96 
XLE Energy Select Sector SPDR Fund
+1%
+$5,158.96 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,543.04 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$15,601.63 
IBM International Business Machines Corporation
+0.86%
+$2,645.32 
MCD McDonald's Corporation
+0.82%
+$3,801.62 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,739.55 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$11,704.98 
TSLA Tesla, Inc.
+0.76%
+$8,741.37 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,652.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$83,480.67 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,021.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,248.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$54,723 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$40,056.08 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$2,464.41 
APH Amphenol Corporation
+0.55%
+$17,613 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$299,415.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$59,038.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,593.77 
IYW iShares U.S. Technology ETF
+0.46%
+$3,029.35 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$38,387.36 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,290.93 
VLO Valero Energy Corporation
+0.38%
+$1,843.31 
AVGO Broadcom Inc.
+0.37%
+$8,317.44 
PG Procter & Gamble Co
+0.37%
+$830.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,649.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$39,795.84 
BAC Bank of America Corporation
+0.36%
+$6,018.1 
AZO AutoZone Inc.
+0.32%
+$638.88 
MRK Merck & Co., Inc.
+0.32%
+$975.41 
SMH VanEck Semiconductor ETF
+0.3%
+$7,297.55 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$966.79 
JPM JPMorgan Chase & Co.
+0.27%
+$1,555.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$594.78 
CME CME Group Inc.
+0.21%
+$15,490.02 
SO The Southern Company
+0.21%
+$613.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
T AT&T Inc.
+0.17%
+$308.68 
ISRG Intuitive Surgical, Inc.
+0.1%
+$159.48 
C Citigroup Inc.
+0.1%
+$487.85 
WMT Walmart Inc.
+0.09%
+$1,459.13 
ABT Abbott Laboratories
+0.09%
+$785.88 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$42.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.61M 
ADPT Adaptive Biotechnologies Corporation
-6.66%
-$27,802.69 
FIS Fidelity National Information Services, Inc.
-2.67%
-$5,691.21 
ABBV AbbVie Inc.
-2.51%
-$56,360.17 
NFLX Netflix, Inc.
-2%
-$50,837.2 
EFX Equifax Inc.
-1.99%
-$6,293.43 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,579.05 
PHYS Sprott Physical Gold Trust
-1.61%
-$5,687.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$12,319.53 
SRE Sempra
-1.15%
-$2,938.59 
NEE NextEra Energy, Inc.
-1.15%
-$5,418.65 
XOM Exxon Mobil Corporation
-0.97%
-$5,032.17 
HEWJ iShares Currency Hedged MSCI Japan ETF
-0.95%
-$4,680 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,467.79 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$4,345.89 
ULTA Ulta Beauty Inc.
-0.76%
-$3,053.67 
SPGI S&P Global Inc.
-0.74%
-$1,888.06 
MA Mastercard Incorporated
-0.74%
-$5,333.76 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,557.5 
AOMR Angel Oak Mortgage REIT Inc.
-0.67%
-$1,075.26 
DUK Duke Energy Corporation
-0.67%
-$1,640.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$22,691.88 
APOG Apogee Enterprises Inc.
-0.65%
-$1,687.14 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$202,876.53 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,756.69 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,729.2 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,913.12 
SCHF Schwab International Equity ETF
-0.58%
-$14,358.56 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$22,214.58 
LLY Eli Lilly and Company
-0.53%
-$2,819.8 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$33,121.5 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,114.26 
CF CF Industries Holdings, Inc.
-0.46%
-$5,547.12 
PEP PepsiCo, Inc.
-0.46%
-$1,017.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,402.98 
HD The Home Depot, Inc.
-0.42%
-$1,836.22 
LII Lennox International Inc.
-0.38%
-$1,803.94 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,297.63 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,237.04 
SDY SPDR S&P Dividend ETF
-0.28%
-$993.96 
VTV Vanguard Value ETF
-0.27%
-$708.58 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,289.24 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$139,327.76 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$966.9 
BX Blackstone Inc.
-0.25%
-$1,118.42 
FISV Fiserv, Inc.
-0.24%
-$165.75 
COST Costco Wholesale Corporation
-0.24%
-$2,318.73 
BNDX Vanguard Total International Bond ETF
-0.23%
-$42,910.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$4,992.88 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,440.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$957.42 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$1,844.73 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$742.06 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$525.47 
MUB iShares National Muni Bond ETF
-0.11%
-$598.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$490.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$795.9 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$441.9 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,219.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$44,566.9 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$251.38 
V Visa Inc. Class A
-0.04%
-$184.09 Events
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Dividends
Dividend Analysis
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| Trades 1109 | Longs Won 688/1109 62% | Profit Factor 6.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $566,018.07 |
| Average Win $185,817.99 | Best Trade (Sep 01) $12.65M | Sharpe Ratio -12.8 |
| Average Loss -$50,568.91 | Worst Trade (Sep 01) -$2.79M | Z-Score 12.64 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 5d | Expectancy $96,080.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 106,293 | $18.73M | $32.83M | - | $14.1M | 75.28% | -7.354% |
| ABBV AbbVie Inc. | 8,711 | $1.57M | $2.19M | - | $615,337.6 | 39.18% | -2.513% |
| ABT Abbott Laboratories | 8,732 | $1.05M | $922,972.4 | - | -$126,802.2 | -12.08% | +0.085% |
| ADPT Adaptive Biotechnologies Corporation | 17,268.75 | $2.79M | $389,755.69 | - | -$2.4M | -86.03% | -6.658% |
| AMP Ameriprise Financial, Inc. | 431 | $208,651 | $235,257.05 | - | $26,606.05 | 12.75% | +0.253% |
| AMZN Amazon.com Inc | 12,558 | $2.19M | $3.41M | - | $1.22M | 55.84% | +15.321% |
| AOMR Angel Oak Mortgage REIT Inc. | 17,921 | $189,963 | $158,600.85 | - | -$31,362.15 | -16.51% | -0.673% |
| APH Amphenol Corporation | 40,030 | $688,523.62 | $3.22M | - | $2.53M | 367.15% | +0.551% |
| APOG Apogee Enterprises Inc. | 6,489 | $285,545.56 | $256,964.4 | - | -$28,581.16 | -10.01% | -0.652% |
| ASML ASML Holding N.V. New York Registry Shares | 549 | $422,066.08 | $894,321 | - | $472,254.92 | 111.89% | -1.359% |
| AVGO Broadcom Inc. | 5,776 | $824,854.6 | $2.25M | - | $1.42M | 172.59% | +0.371% |
| AZO AutoZone Inc. | 66 | $213,164.32 | $199,072.5 | - | -$14,091.82 | -6.61% | +0.322% |
| BAC Bank of America Corporation | 27,355 | $1.06M | $1.69M | - | $632,016.63 | 59.48% | +0.356% |
| BND Vanguard Total Bond Market Index Fund | 733,304 | $55.92M | $52.97M | - | -$2.95M | -5.28% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 390,092 | $21.62M | $18.63M | - | -$2.99M | -13.81% | -0.23% |
| BRK-A Berkshire Hathaway Inc. | 1 | $450,662 | $766,600 | - | $315,938 | 70.11% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 3,575 | $1.22M | $1.83M | - | $606,197 | 49.58% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 20,325 | $1.53M | $1.58M | - | $50,045.15 | 3.28% | -0.077% |
| BX Blackstone Inc. | 3,495 | $462,343.29 | $446,486.25 | - | -$15,857.04 | -3.43% | -0.25% |
| C Citigroup Inc. | 3,753 | $241,330.75 | $497,084.85 | - | $255,754.1 | 105.98% | +0.098% |
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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 - $8.47M, Vanguard Total Bond Market Index Fund - $5.09M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $4.11M, Vanguard Total International Bond ETF - $2.79M, and Dimensional International Core Equity Market ETF - $1.85M. 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 - $251,561.44, 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 $35.52M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $8.87M, Vanguard Total Bond Market Index Fund - $6.71M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $4.11M, Vanguard Total International Bond ETF - $3.64M, and Dimensional International Core Equity Market ETF - $1.85M. 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.
