RZ
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:
26.4%
Gain -0.88%
Monthly
0.81%
Yearly
10.16%
Drawdown
20.71%
$176.43M
Equity
Holdings
$176.43M
Investment
$144.67M
$40.39M
Profit -$1.72M
Realized
$8.62M
Unrealized
$31.76M
Dividends
$6.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.88%
Profit
-$1.72M
Win %
73%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$2.36M
Win %
73%
This Month
Compared to last month
Gain
-1.32%
Profit
-$2.36M
Win %
73%
This Year
Compared to last year
Gain
-4.7%
Profit
-$7.39M
Win %
75%
MDT Medtronic plc
+5.8%
+$135,021.16 
META Meta Platforms Inc Class A
+4.24%
+$30,090.45 
FANG Diamondback Energy Inc
+4.05%
+$14,537.25 
AMD Advanced Micro Devices, Inc.
+4.02%
+$35,036.6 
QCOM QUALCOMM Incorporated
+3.81%
+$204,784.44 
AMGN Amgen Inc.
+3.03%
+$83,484.72 
LIN Linde plc
+2.35%
+$7,357.46 
XOM Exxon Mobil Corporation
+2.11%
+$12,420.49 
LLY Eli Lilly and Company
+1.76%
+$6,009.12 
PH Parker-Hannifin Corporation
+1.73%
+$4,641.66 
STX Seagate Technology Holdings plc
+1.52%
+$18,402.56 
PM Philip Morris International Inc.
+1.43%
+$9,009.84 
PWR Quanta Services Inc.
+1.4%
+$6,422 
TGT Target Corporation
+1.31%
+$30,737.88 
ISRG Intuitive Surgical, Inc.
+1.24%
+$2,210.57 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$9,004.71 
PSX Phillips 66
+1.2%
+$6,179.18 
CNQ Canadian Natural Resources Limited
+1%
+$2,386.19 
SMH VanEck Semiconductor ETF
+0.91%
+$10,113.88 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$4,652.05 
COST Costco Wholesale Corporation
+0.79%
+$2,449.44 
ABBV AbbVie Inc.
+0.78%
+$6,574.83 
EPD Enterprise Products Partners L.P.
+0.74%
+$2,752.4 
WMB The Williams Companies, Inc.
+0.52%
+$3,259.7 
HD The Home Depot, Inc.
+0.48%
+$11,890.42 
SBUX Starbucks Corporation
+0.4%
+$12,421.44 
PEP PepsiCo, Inc.
+0.38%
+$10,920.42 
ACGL Arch Capital Group Ltd
+0.31%
+$749.79 
TXN Texas Instruments Inc
+0.15%
+$7,237.06 
NVS Novartis AG Sponsored ADR
+0.14%
+$316 
OKE ONEOK, Inc.
+0.07%
+$410.64 
ET Energy Transfer L.P.
+0.03%
+$122.82 
TSLA Tesla, Inc.
0%
+$72.78 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
ORCL Oracle Corporation
-5.76%
-$38,339.84 
CMCSA Comcast Corp
-5.35%
-$86,684.08 
ACN Accenture plc Class A
-4.71%
-$49,975.76 
TSN Tyson Foods Inc.
-4.18%
-$54,202.32 
SE Sea Ltd.
-3.92%
-$18,158.75 
NVDA NVIDIA Corporation
-3.55%
-$41,065.2 
SHOP Shopify Inc.
-3.48%
-$9,865.68 
MSFT Microsoft Corp.
-3.11%
-$213,016.72 
SPOT Spotify Technology S.A.
-2.71%
-$7,635.21 
USB U.S. Bancorp
-2.66%
-$83,856.4 
AMZN Amazon.com Inc
-2.53%
-$45,857.5 
NU Nu Holdings Ltd.
-2.52%
-$4,589.7 
MS Morgan Stanley
-2.23%
-$78,117.84 
NFLX Netflix, Inc.
-2.17%
-$4,344 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$24,281.88 
DIS The Walt Disney Company
-1.92%
-$1.31M 
UBS UBS Group AG
-1.73%
-$5,096.84 
LYG Lloyds Banking Group Plc ADR
-1.66%
-$2,881.62 
AAPL Apple Inc.
-1.57%
-$76,006.84 
ADP Automatic Data Processing Inc.
-1.48%
-$15,369.83 
MTB M&T Bank Corporation
-1.48%
-$34,812.45 
AIQ Global X Artificial Intelligence & Technology ETF
-1.4%
-$23,716 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$7,324.68 
PNC The PNC Financial Services Group, Inc.
-1.21%
-$42,668.28 
CP Canadian Pacific Kansas City Limited
-1.15%
-$3,652.51 
STZ Constellation Brands, Inc.
-0.97%
-$8,855.14 
ENB Enbridge Inc.
-0.91%
-$3,120.69 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$2,671.2 
GOOGL Alphabet Inc
-0.79%
-$27,936.48 
DVY iShares Select Dividend ETF
-0.76%
-$1,588.86 
GOOG Alphabet Inc
-0.76%
-$4,040.61 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.76%
-$1,872.25 
AON Aon plc
-0.71%
-$1,541.32 
FERG Ferguson Enterprises Inc
-0.65%
-$1,415.61 
AEP American Electric Power Company, Inc.
-0.63%
-$16,867.2 
XYL Xylem Inc.
-0.52%
-$1,912.92 
AVGO Broadcom Inc.
-0.49%
-$4,247.1 
BK The Bank of New York Mellon Corporation
-0.48%
-$11,695.32 
NEE-PN NextEra Energy, Inc. Series N J
-0.47%
-$3,427.6 
ANET Arista Networks, Inc.
-0.47%
-$1,992 
VO Vanguard Mid-Cap ETF
-0.46%
-$1,577.68 
VYM Vanguard High Dividend Yield ETF
-0.45%
-$2,601.72 
PBA Pembina Pipeline Corporation
-0.43%
-$1,270.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.4%
-$2,658.49 
AMLP Alerian MLP ETF
-0.28%
-$3,838.95 
PG Procter & Gamble Co
-0.26%
-$3,849.11 
QQQ Invesco QQQ Trust
-0.26%
-$2,946.45 
LMT Lockheed Martin Corporation
-0.2%
-$4,819 
XLI Industrial Select Sector SPDR Fund
-0.09%
-$202.08 
ITT Itt Inc.
-0.04%
-$1,387.68 
IWS iShares Russell Mid-Cap Value ETF
-0.02%
-$114 Events
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Dividends
Dividend Analysis
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| Trades 593 | Longs Won 464/593 78% | Profit Factor 12.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,504.67 |
| Average Win $94,922.36 | Best Trade (May 12) $6.96M | Sharpe Ratio -10.78 |
| Average Loss -$28,357.32 | Worst Trade (Jun 03) -$930,487.51 | Z-Score 6.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $68,104.35 |
| 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 | 6,211 | 5,590 | 4,969 | 4,348 | 3,727 | 3,106 | 2,484 | 1,863 | 1,242 | 621 |
Hover over the desired column for a detailed explanation.
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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