Richard Zipkis Portfolio
Invests via Granite Group Advisors, LLC | Managed by Lyle B. Himebaugh III, Richard C. Zipkis
Invests via Granite Group Advisors, LLC
Managed by Lyle B. Himebaugh III, Richard C. Zipkis
Automatically Tracked
Richard Zipkis Profile
Seasoned investor and entrepreneur with multi-asset experience across private equity, distressed and alternative credit strategies, focused on value-oriented deal sourcing and operational turnarounds. Richard Zipkis has founded and led investment vehicles, advised on capital raises and structured exits, and frequently serves on board and investment committees to drive governance and performance. Known for cross-border transaction execution, portfolio optimization and LP relationships, with a market-oriented approach to risk-adjusted returns.
Seasoned investor and entrepreneur with multi-asset experience across private equity, distressed and alternative credit strategies, focused on value-oriented deal sourcing and operational turnarounds. Richard Zipkis has founded and led investment vehicles, advised on capital raises and structured exits, and frequently serves on board and investment committees to drive governance and performance. Known for cross-border transaction execution, portfolio optimization and LP relationships, with a market-oriented approach to risk-adjusted returns.
Investment Philosophy & Strategy
Combines value-oriented, multi-asset investing with a bias toward distressed and alternative credit opportunities where operational intervention can unlock returns. Prioritizes deep due diligence, conservative capital structuring, active board-level governance and phased value-creation plans to de-risk deals. Favors cross-border situations and complex restructurings, targeting asymmetric, risk-adjusted returns over medium-term horizons while maintaining LP alignment and exit discipline.
Combines value-oriented, multi-asset investing with a bias toward distressed and alternative credit opportunities where operational intervention can unlock returns. Prioritizes deep due diligence, conservative capital structuring, active board-level governance and phased value-creation plans to de-risk deals. Favors cross-border situations and complex restructurings, targeting asymmetric, risk-adjusted returns over medium-term horizons while maintaining LP alignment and exit discipline.
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:
41.97%
Gain -0.33%
Monthly
1.04%
Yearly
13.28%
Drawdown
23.47%
$166.11M
Equity
Holdings
$166.11M
Investment
$130.81M
$51.93M
Profit -$536,743.67
Realized
$16.63M
Unrealized
$35.3M
Dividends
$7.56M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$536,743.67
Win %
79%
This Week
Compared To Last Week
Gain
1.49%
Profit
$2.44M
Win %
79%
This Month
Compared to last month
Gain
5.19%
Profit
$8.2M
Win %
79%
This Year
Compared to last year
Gain
4.92%
Profit
$7.75M
Win %
82%
FANG Diamondback Energy Inc.
+4.97%
+$16,957.46 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+3.99%
+$9,530.25 
CNQ Canadian Natural Resources Ltd.
+2.64%
+$7,234.73 
XOM ExxonMobil Holdings Corporation
+2.6%
+$17,631.04 
EPD Enterprise Products Partners L.P.
+2.26%
+$7,984.35 
ET Energy Transfer LP
+2.1%
+$8,992.6 
WMB The Williams Companies, Inc.
+2.06%
+$12,718.16 
AMD Advanced Micro Devices Inc.
+2.02%
+$9,204.5 
PBA Pembina Pipeline Corp.
+1.97%
+$5,770.53 
AMLP Alerian MLP ETF
+1.87%
+$22,141.14 
ANET Arista Networks Inc.
+1.84%
+$6,028.8 
TXN Texas Instruments Inc.
+1.83%
+$42,352.04 
ORCL Oracle Corporation
+1.71%
+$5,818.66 
STX Seagate Technology Holdings plc
+1.67%
+$10,496.7 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.61%
+$14,345.64 
NU Nu Holdings Ltd. Class A Ordinary Shares
+1.53%
+$3,442.28 
QCOM QUALCOMM Incorporated
+1.3%
+$38,243.25 
ASML ASML Holding N.V. NY Registered Shares
+1.04%
+$4,949.11 
TRP TC Energy Corporation
+0.9%
+$2,867.76 
MSFT Microsoft Corporation Common Stock
+0.81%
+$57,083.94 
AVGO Broadcom Inc.
+0.8%
+$4,489.2 
AIQ Global X Artificial Intelligence & Technology ETF
+0.69%
+$13,260 
ABT Abbott Laboratories
+0.55%
+$3,026.8 
PSX Phillips 66
+0.54%
+$4,356.66 
PWR Quanta Services, Inc.
+0.46%
+$1,628.16 
NOW ServiceNow Inc.
+0.18%
+$422.52 
FERG Ferguson Enterprises Inc.
+0.17%
+$370.75 
ABBV AbbVie Inc.
+0.07%
+$576.27 
IWF iShares Russell 1000 Growth ETF
+0.04%
+$177.05 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 OKE
OKE
0%
$0 
ACN Accenture plc
-4.25%
-$29,596.04 
NVS Novartis AG Sponsored ADR
-3.11%
-$10,609.38 
PEP PepsiCo, Inc.
-2.9%
-$85,728.48 
HD The Home Depot, Inc.
-2.8%
-$72,947.27 
TGT Target Corp.
-2.71%
-$26,934.04 
LLY Eli Lilly and Company
-2.2%
-$8,290.08 
PG The Procter & Gamble Company
-2.09%
-$64,059.06 
BTI British American Tobacco plc ADR
-1.93%
-$5,642.1 
MCD McDonald's Corporation
-1.88%
-$36,541.25 
IBN ICICI Bank Ltd. Sponsored ADR
-1.55%
-$3,433.56 
BX Blackstone Inc.
-1.49%
-$9,630.57 
PH Parker-Hannifin Corporation
-1.45%
-$3,385.17 
JPM JPMorgan Chase & Co.
-1.32%
-$37,957.65 
COST Costco Wholesale Corp
-1.32%
-$3,945.49 
AMGN Amgen Inc. Common Stock
-1.18%
-$31,223.36 
MS Morgan Stanley Common Stock
-1.16%
-$25,462.02 
CP Canadian Pacific Kansas City Ltd.
-1.09%
-$3,493.71 
AEP American Electric Power Company, Inc.
-0.95%
-$26,984.84 
NGG National Grid plc Sponsored ADR
-0.91%
-$2,049 
TSN Tyson Foods, Inc. Class A Common Stock
-0.84%
-$16,312.32 
LYG Lloyds Banking Group plc ADR
-0.84%
-$1,440.81 
ADP Automatic Data Processing Inc.
-0.81%
-$17,552.5 
SBUX Starbucks Corp.
-0.79%
-$21,080 
UBS UBS Group AG
-0.72%
-$2,075.36 
MDT Medtronic plc
-0.67%
-$19,464.9 
SE Sea Limited Sponsored ADR
-0.65%
-$2,437.75 
STZ Constellation Brands Inc. Class A
-0.63%
-$8,899.23 
BRK-B Berkshire Hathaway Inc.
-0.6%
-$3,390.99 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$1,342.4 
PM Philip Morris International Inc.
-0.56%
-$4,135.92 
SPOT Spotify Technology S.A.
-0.53%
-$1,869.43 
CMCSA Comcast Corp. Class A Common Stock
-0.53%
-$7,519.68 
USB U.S. Bancorp
-0.52%
-$13,855.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.51%
-$2,593.96 
META Meta Platforms Inc Class A
-0.42%
-$2,461.58 
AAPL Apple Inc.
-0.41%
-$20,622.03 
PNC The PNC Financial Services Group, Inc.
-0.37%
-$10,155.88 
IWS iShares Russell Mid-Cap Value ETF
-0.32%
-$1,782.03 
GOOGL Alphabet Inc
-0.32%
-$6,290.34 
AMZN Amazon.com Inc
-0.27%
-$2,344.28 
DIS The Walt Disney Company
-0.24%
-$182,412.27 
GOOG Alphabet Inc
-0.21%
-$700.14 
MTB M&T Bank Corporation
-0.2%
-$3,422.76 
NEE NextEra Energy Inc.
-0.19%
-$4,906.52 
BNY Bank of New York Mellon Corp.
-0.1%
-$1,284.7 
LIN Linde plc
-0.02%
-$73.83 
NVDA NVIDIA Corporation
-0.01%
-$79.62 Events
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Dividends
Dividend Analysis
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| Trades 720 | Longs Won 584/720 81% | Profit Factor 11.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $431,063.85 |
| Average Win $97,465.03 | Best Trade (Oct 23) $9.86M | Sharpe Ratio -462 |
| Average Loss -$36,694.12 | Worst Trade (Oct 15) -$693,615.79 | Z-Score 7.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4d | Expectancy $72,123.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,421 | $2.81M | $5M | - | $2.19M | 77.79% | -0.411% |
| ABBV AbbVie Inc. | 3,115 | $499,187.81 | $888,943.12 | - | $389,755.31 | 78.08% | +0.065% |
| ABT Abbott Laboratories | 5,405 | $490,449.46 | $557,093.35 | - | $66,643.89 | 13.59% | +0.546% |
| ACN Accenture plc | 2,693 | $524,001.79 | $667,190.75 | - | $143,188.96 | 27.33% | -4.248% |
| ADP Automatic Data Processing Inc. | 7,021 | $1.51M | $2.14M | - | $632,022.57 | 41.79% | -0.812% |
| AEP American Electric Power Company, Inc. | 21,619 | $1.86M | $2.8M | - | $936,045.16 | 50.29% | -0.955% |
| AIQ Global X Artificial Intelligence & Technology ETF | 31,200 | $1.6M | $1.95M | - | $354,058 | 22.19% | +0.685% |
| AMD Advanced Micro Devices Inc. | 898 | $206,985.57 | $465,325.64 | - | $258,340.07 | 124.81% | +2.018% |
| AMGN Amgen Inc. Common Stock | 5,936 | $1.68M | $2.62M | - | $939,113.33 | 55.74% | -1.176% |
| AMLP Alerian MLP ETF | 22,593 | $962,237.46 | $1.21M | - | $243,099.09 | 25.26% | +1.871% |
| AMZN Amazon.com Inc | 3,473 | $527,687.62 | $867,225.46 | - | $339,537.84 | 64.34% | -0.27% |
| ANET Arista Networks Inc. | 1,920 | $196,478.6 | $334,483.2 | - | $138,004.6 | 70.24% | +1.836% |
| ASML ASML Holding N.V. NY Registered Shares | 304 | $245,541.47 | $479,353.28 | - | $233,811.81 | 95.22% | +1.043% |
| AVGO Broadcom Inc. | 1,740 | $229,630.16 | $566,926.8 | - | $337,296.64 | 146.89% | +0.798% |
| BNY Bank of New York Mellon Corp. | 9,183 | $477,975.15 | $1.33M | - | $855,213.71 | 178.92% | -0.096% |
| BRK-B Berkshire Hathaway Inc. | 1,037 | $394,076.46 | $563,816.9 | - | $169,740.44 | 43.07% | -0.598% |
| BTI British American Tobacco plc ADR | 4,843 | $263,459 | $287,214.11 | - | $23,755.11 | 9.02% | -1.927% |
| BX Blackstone Inc. | 5,441 | $640,242.05 | $636,488.18 | - | -$3,753.87 | -0.59% | -1.491% |
| CMCSA Comcast Corp. Class A Common Stock | 62,664 | $2.28M | $1.42M | - | -$856,412.83 | -37.56% | -0.525% |
| CNQ Canadian Natural Resources Ltd. | 5,077 | $249,585 | $280,986.56 | - | $31,401.56 | 12.58% | +2.643% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Richard Zipkis?
The largest contributions to the portfolio's profits come from the following stocks: The Walt Disney Company - $3.29M, Bank of New York Mellon Corp - $1.77M, Texas Instruments Inc - $1.07M, Morgan Stanley Common Stock - $938,887.02, and Cisco Systems, Inc - $921,563.87. 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: Accenture plc - $395,051.15, Tesla, Inc - $354,685.25, Comcast Corp. Class A Common Stock - $247,361.27, Luminar Technologies, Inc. Class A Common Stock - $162,166.17, and ICON plc - $150,591.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Zipkis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.56M earned over time. The largest contributors to dividend income include The Walt Disney Company - $1.95M, U.S. Bancorp - $309,927.09, The PNC Financial Services Group, Inc - $308,003.3, American Electric Power Company, Inc - $266,476.71, and Alerian MLP ETF - $232,988.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Zipkis's monthly returns?
Richard Zipkis'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 Richard Zipkis's strategy be considered aggressive or moderate?
Richard Zipkis'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 Richard Zipkis's strategy?
Richard Zipkis'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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