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:
7.01%
Gain
Monthly
0.22%
Yearly
2.7%
Drawdown
23.3%
$178.8M
Equity
Holdings
$178.8M
Investment
$145.23M
$42.41M
Profit +$1.8M
Realized
$8.84M
Unrealized
$33.57M
Dividends
$6.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.8M
Win %
79%
This Week
Compared To Last Week
Gain
1.68%
Profit
$2.96M
Win %
79%
This Month
Compared to last month
Gain
2.71%
Profit
$4.72M
Win %
79%
This Year
Compared to last year
Gain
9.22%
Profit
$15.09M
Win %
80%
ACN Accenture plc Class A
+5.25%
+$40,953.94 
ADP Automatic Data Processing Inc.
+3.99%
+$44,272.28 
MDT Medtronic plc
+3.8%
+$96,376.09 
PM Philip Morris International Inc.
+3.55%
+$23,323.86 
ABBV AbbVie Inc.
+3.41%
+$32,755.84 
SHOP Shopify Inc.
+3.32%
+$9,950.52 
STZ Constellation Brands, Inc.
+3.22%
+$28,229.92 
AMGN Amgen Inc.
+3.22%
+$96,595.84 
SBUX Starbucks Corporation
+3.06%
+$105,082.11 
PEP PepsiCo, Inc.
+2.93%
+$80,285.31 
CMCSA Comcast Corp
+2.92%
+$44,736.81 
ISRG Intuitive Surgical, Inc.
+2.8%
+$4,828.7 
AON Aon plc
+2.79%
+$6,744.98 
OKE ONEOK, Inc.
+2.75%
+$17,144.22 
COST Costco Wholesale Corporation
+2.69%
+$7,999.56 
PSX Phillips 66
+2.65%
+$14,719.74 
CP Canadian Pacific Kansas City Limited
+2.6%
+$8,310.8 
XYL Xylem Inc.
+2.54%
+$10,370.04 
MSFT Microsoft Corp.
+2.09%
+$128,555.44 
PG Procter & Gamble Co
+2.01%
+$31,000.94 
MTB M&T Bank Corporation
+1.92%
+$51,730.65 
TGT Target Corporation
+1.89%
+$49,522.14 
DIS The Walt Disney Company
+1.86%
+$1.22M 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.74%
+$4,118.95 
DVY iShares Select Dividend ETF
+1.64%
+$3,551.17 
AMLP Alerian MLP ETF
+1.58%
+$21,498.12 
PBA Pembina Pipeline Corporation
+1.53%
+$4,656.96 
EPD Enterprise Products Partners L.P.
+1.43%
+$5,259.05 
ET Energy Transfer L.P.
+1.38%
+$6,755.1 
NVS Novartis AG Sponsored ADR
+1.38%
+$3,286.4 
LLY Eli Lilly and Company
+1.34%
+$4,959.45 
HD The Home Depot, Inc.
+1.24%
+$33,526.45 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$6,641.05 
ACGL Arch Capital Group Ltd
+1.14%
+$3,124.12 
XOM Exxon Mobil Corporation
+1.14%
+$6,505.95 
USB U.S. Bancorp
+1.14%
+$41,384.58 
TSN Tyson Foods Inc.
+1.09%
+$13,605 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$5,630.46 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$5,220.89 
WMB The Williams Companies, Inc.
+0.73%
+$4,801.45 
AAPL Apple Inc.
+0.7%
+$35,233.94 
FANG Diamondback Energy Inc
+0.69%
+$2,316.37 
PH Parker-Hannifin Corporation
+0.66%
+$2,003.04 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$1,908 
LIN Linde plc
+0.55%
+$1,792.04 
NFLX Netflix, Inc.
+0.44%
+$780 
AEP American Electric Power Company, Inc.
+0.38%
+$10,542 
LMT Lockheed Martin Corporation
+0.35%
+$8,789.37 
CNQ Canadian Natural Resources Limited
+0.28%
+$609.24 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$1,532.52 
FERG Ferguson Enterprises Inc
+0.19%
+$423.72 
NEE NextEra Energy, Inc.
+0.12%
+$3,427.6 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$35.55 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-9.84%
-$106,570.82 
AMD Advanced Micro Devices, Inc.
-6.62%
-$58,483.4 
MS Morgan Stanley
-5.33%
-$198,058.98 
ORCL Oracle Corporation
-4.89%
-$17,658.65 
AVGO Broadcom Inc.
-4.73%
-$33,849.75 
SMH VanEck Semiconductor ETF
-4.18%
-$43,486.11 
QCOM QUALCOMM Incorporated
-3.97%
-$157,744.32 
SE Sea Ltd.
-3.65%
-$20,198.5 
TXN Texas Instruments Inc
-3.52%
-$163,061.74 
PWR Quanta Services Inc.
-3.39%
-$14,300 
UBS UBS Group AG
-3.12%
-$10,481.79 
AIQ Global X Artificial Intelligence & Technology ETF
-2.98%
-$44,053.68 
NVDA NVIDIA Corporation
-2.77%
-$30,539.65 
ANET Arista Networks, Inc.
-2.62%
-$10,824 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$59,164.56 
GOOGL Alphabet Inc
-1.91%
-$69,255.12 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$10,009.68 
GOOG Alphabet Inc
-1.81%
-$9,973.6 
META Meta Platforms Inc Class A
-1.69%
-$13,632.69 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$17,557.82 
TSLA Tesla, Inc.
-1.44%
-$25,747.34 
SPOT Spotify Technology S.A.
-1.39%
-$3,772.72 
ASML ASML Holding N.V. New York Registry Shares
-1.23%
-$9,540.96 
JPM JPMorgan Chase & Co.
-1.21%
-$43,626.87 
LYG Lloyds Banking Group Plc ADR
-0.58%
-$1,120.63 
XLI Industrial Select Sector SPDR Fund
-0.56%
-$1,263 
AMZN Amazon.com Inc
-0.55%
-$9,972.24 
ITT Itt Inc.
-0.34%
-$13,282.08 
NU Nu Holdings Ltd.
-0.27%
-$575.24 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$5,253.77 
VO Vanguard Mid-Cap ETF
-0.08%
-$277.16 Events
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Dividends
Dividend Analysis
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| Trades 593 | Longs Won 479/593 80% | Profit Factor 13.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,987.59 |
| Average Win $95,898.2 | Best Trade (Jul 17) $4.13M | Sharpe Ratio -444.73 |
| Average Loss -$30,954.26 | Worst Trade (Jul 10) -$944,198.03 | Z-Score 11.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 2d | Expectancy $71,511.72 |
| 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 | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
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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