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:
36.39%
Gain -0.04%
Monthly
0.96%
Yearly
12.21%
Drawdown
23.38%
$175.25M
Equity
Holdings
$175.25M
Investment
$141.26M
$45.42M
Profit -$58,387.24
Realized
$11.43M
Unrealized
$33.99M
Dividends
$7.23M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$58,387.24
Win %
76%
This Week
Compared To Last Week
Gain
-1.44%
Profit
-$2.55M
Win %
76%
This Month
Compared to last month
Gain
-2.22%
Profit
-$3.98M
Win %
76%
This Year
Compared to last year
Gain
4.79%
Profit
$8.01M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$145,113.72 
GOOG Alphabet Inc
+6.88%
+$34,592.82 
GOOGL Alphabet Inc
+6.73%
+$215,442.36 
ANET Arista Networks, Inc.
+5.46%
+$22,392.01 
FERG Ferguson Enterprises Inc
+3.52%
+$7,675.11 
META Meta Platforms Inc Class A
+3.28%
+$21,322.07 
MSFT Microsoft Corp.
+3.02%
+$211,899.8 
NVDA NVIDIA Corporation
+2.93%
+$29,246.66 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,328.25 
OKE ONEOK, Inc.
+1.95%
+$10,845.42 
ORCL Oracle Corporation
+1.81%
+$6,280.89 
ACN Accenture plc Class A
+1.61%
+$5,699.23 
FANG Diamondback Energy Inc
+1.59%
+$5,501.4 
LMT Lockheed Martin Corporation
+1.5%
+$41,587.97 
PH Parker-Hannifin Corporation
+1.43%
+$4,410.56 
PWR Quanta Services Inc.
+1.43%
+$6,097.01 
CMCSA Comcast Corp
+1.23%
+$22,603.76 
NOW ServiceNow, Inc.
+1.05%
+$2,436 
ADP Automatic Data Processing Inc.
+0.98%
+$22,165.13 
AMLP Alerian MLP ETF
+0.89%
+$11,070.57 
WMB The Williams Companies, Inc.
+0.89%
+$5,550.3 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,030.8 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,576.17 
MCD McDonald's Corporation
+0.82%
+$4,140.42 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,821.66 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,514.04 
ET Energy Transfer L.P.
+0.59%
+$2,566.56 
STX Seagate Technology Holdings plc
+0.52%
+$5,153.11 
PSX Phillips 66
+0.51%
+$3,054.18 
SE Sea Ltd.
+0.47%
+$2,487.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$18,425.28 
AVGO Broadcom Inc.
+0.37%
+$2,805.12 
PG Procter & Gamble Co
+0.37%
+$11,423.09 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,995.78 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$4,840 
SMH VanEck Semiconductor ETF
+0.3%
+$682.97 
JPM JPMorgan Chase & Co.
+0.27%
+$9,730.88 
USB U.S. Bancorp
+0.17%
+$6,347.12 
MS Morgan Stanley
+0.17%
+$5,160.63 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$3,123.98 
XYL Xylem Inc.
+0.13%
+$503.4 
ABT Abbott Laboratories
+0.09%
+$535.41 
AEP American Electric Power Company, Inc.
+0.06%
+$1,543.29 
DIS The Walt Disney Company
+0.03%
+$20,269.53 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
AAPL Apple Inc.
-7.35%
-$369,810.64 
LIN Linde plc
-5.95%
-$19,094.07 
TSN Tyson Foods Inc.
-4.43%
-$83,898.41 
SPOT Spotify Technology S.A.
-4.34%
-$14,984.86 
PBA Pembina Pipeline Corporation
-2.97%
-$8,995.5 
QCOM QUALCOMM Incorporated
-2.63%
-$75,534.88 
ABBV AbbVie Inc.
-2.51%
-$25,537.09 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,800.43 
AON Aon plc
-1.64%
-$4,105.65 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,008.25 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,514.53 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$2,561.44 
UBS UBS Group AG
-1.22%
-$3,967.6 
NEE NextEra Energy, Inc.
-1.15%
-$34,523.82 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$2,995.61 
NU Nu Holdings Ltd.
-1.1%
-$2,447.84 
TXN Texas Instruments Inc
-1.08%
-$29,964.64 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,431 
TRP TC Energy Corporation
-0.97%
-$3,379.84 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$1,993.68 
AMGN Amgen Inc.
-0.64%
-$21,710.01 
PM Philip Morris International Inc.
-0.61%
-$4,282.18 
ACGL Arch Capital Group Ltd
-0.6%
-$1,693.97 
SBUX Starbucks Corporation
-0.57%
-$19,561.8 
LLY Eli Lilly and Company
-0.53%
-$1,998.38 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,147.44 
PEP PepsiCo, Inc.
-0.46%
-$14,113.28 
HD The Home Depot, Inc.
-0.42%
-$12,859.08 
MDT Medtronic plc
-0.37%
-$11,135.36 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,976.03 
MTB M&T Bank Corporation
-0.29%
-$7,702.19 
BX Blackstone Inc.
-0.25%
-$1,933.16 
COST Costco Wholesale Corporation
-0.24%
-$750.11 
EPD Enterprise Products Partners L.P.
-0.18%
-$688.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$942.77 
STZ Constellation Brands, Inc.
-0.12%
-$1,571.55 
TGT Target Corporation
-0.01%
-$312.75 Events
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Dividends
Dividend Analysis
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| Trades 656 | Longs Won 524/656 79% | Profit Factor 10.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,638.98 |
| Average Win $96,120.19 | Best Trade (Sep 01) $7.62M | Sharpe Ratio -13.37 |
| Average Loss -$37,514.78 | Worst Trade (Aug 02) -$909,007.69 | Z-Score 6.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $69,230.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,082 | $2.94M | $4.66M | - | $1.72M | 58.46% | -7.354% |
| ABBV AbbVie Inc. | 3,947 | $628,122.85 | $990,460.18 | - | $362,337.33 | 57.69% | -2.513% |
| ABT Abbott Laboratories | 5,949 | $539,812 | $628,809.3 | - | $88,997.3 | 16.49% | +0.085% |
| ACGL Arch Capital Group Ltd | 2,777 | $206,247.79 | $279,171.81 | - | $72,924.02 | 35.36% | -0.603% |
| ACN Accenture plc Class A | 2,167 | $427,549.25 | $359,548.64 | - | -$68,000.61 | -15.9% | +1.611% |
| ADP Automatic Data Processing Inc. | 8,558 | $1.83M | $2.28M | - | $454,944.49 | 24.92% | +0.982% |
| AEP American Electric Power Company, Inc. | 22,047 | $1.9M | $2.82M | - | $921,596.35 | 48.58% | +0.055% |
| AIQ Global X Artificial Intelligence & Technology ETF | 24,200 | $1.14M | $1.43M | - | $285,472 | 25.05% | +0.341% |
| AMD Advanced Micro Devices, Inc. | 1,710 | $380,883.4 | $814,216.48 | - | $433,333.08 | 113.77% | -1.904% |
| AMGN Amgen Inc. | 8,754 | $2.46M | $3.37M | - | $911,008.79 | 37.02% | -0.64% |
| AMLP Alerian MLP ETF | 22,593 | $962,237.46 | $1.25M | - | $287,607.3 | 29.89% | +0.894% |
| AMZN Amazon.com Inc | 4,022 | $611,102.68 | $1.09M | - | $481,192.04 | 78.74% | +15.321% |
| ANET Arista Networks, Inc. | 2,400 | $245,587.4 | $432,840.02 | - | $187,252.62 | 76.25% | +5.456% |
| AON Aon plc | 682 | $198,475.64 | $245,895.09 | - | $47,419.45 | 23.89% | -1.642% |
| ASML ASML Holding N.V. New York Registry Shares | 424 | $336,371.87 | $690,696 | - | $354,324.13 | 105.34% | -1.359% |
| AVGO Broadcom Inc. | 1,948 | $252,849.2 | $758,317.44 | - | $505,468.24 | 199.91% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 1,430 | $271,157 | $242,585.2 | - | -$28,571.8 | -10.54% | -0.992% |
| BNY BlackRock New York Municipal Income Trust | 12,496 | $650,416.8 | $1.95M | - | $1.3M | 200.35% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 1,073 | $406,916.22 | $548,882.42 | - | $141,966.2 | 34.89% | +0.365% |
| BX Blackstone Inc. | 6,041 | $710,844 | $771,737.75 | - | $60,893.75 | 8.57% | -0.25% |
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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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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, BlackRock New York Municipal Income Trust - $1.47M, Cisco Systems, Inc - $921,563.87, Texas Instruments Inc - $894,171.7, and Morgan Stanley - $713,081.32. 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 Class A - $399,656.18, Tesla, Inc - $354,685.25, Luminar Technologies, Inc - $162,166.17, ICON plc - $150,591.5, and Novo Nordisk A/S Sponsored ADR - $147,289.66. 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 $7.23M earned over time. The largest contributors to dividend income include The Walt Disney Company - $1.95M, The PNC Financial Services Group, Inc - $283,531.3, U.S. Bancorp - $278,768.01, 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.
