Todd A. Rustman Portfolio
Invests via Clarity Capital Partners LLC | Managed by Todd A. Rustman
Invests via Clarity Capital Partners LLC
Managed by Todd A. Rustman
Automatically Tracked
Todd A. Rustman Profile
Veteran finance executive focused on private equity and operational value creation across technology and business services, with experience leading deal execution, portfolio operations and capital raising. Todd A. Rustman has led cross-functional teams to scale growth-stage companies and optimize M&A integration, combining sector diligence with operational playbooks to drive EBITDA expansion and strategic exits for institutional investors.
Veteran finance executive focused on private equity and operational value creation across technology and business services, with experience leading deal execution, portfolio operations and capital raising. Todd A. Rustman has led cross-functional teams to scale growth-stage companies and optimize M&A integration, combining sector diligence with operational playbooks to drive EBITDA expansion and strategic exits for institutional investors.
Investment Philosophy & Strategy
Prioritizes control-oriented private equity investments in growth-stage technology and business-services companies, pairing rigorous sector diligence with hands-on operational playbooks to accelerate EBITDA and scalable go-to-market execution. Capital allocation emphasizes buyouts and minority growth rounds where operational governance and M&A integration can unlock multiples; time horizon is multi-year with value created through margin expansion, bolt-on consolidation and disciplined capital structure. Underwrites opportunities with measurable KPIs, tight downside protection and clear exit pathways to strategic or financial acquirers.
Prioritizes control-oriented private equity investments in growth-stage technology and business-services companies, pairing rigorous sector diligence with hands-on operational playbooks to accelerate EBITDA and scalable go-to-market execution. Capital allocation emphasizes buyouts and minority growth rounds where operational governance and M&A integration can unlock multiples; time horizon is multi-year with value created through margin expansion, bolt-on consolidation and disciplined capital structure. Underwrites opportunities with measurable KPIs, tight downside protection and clear exit pathways to strategic or financial acquirers.
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:
143.55%
Gain +8.47%
Monthly
2.79%
Yearly
39.12%
Drawdown
32.3%
$391.17M
Equity
Holdings
$391.17M
Investment
$215.19M
$192.3M
Profit +$24.58M
Realized
$16.32M
Unrealized
$175.97M
Dividends
$5M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
8.47%
Profit
$24.58M
Win %
74%
This Week
Compared To Last Week
Gain
6.92%
Profit
$25.32M
Win %
74%
This Month
Compared to last month
Gain
7.33%
Profit
$26.71M
Win %
74%
This Year
Compared to last year
Gain
-2.45%
Profit
-$9.84M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.4M 
GOOGL Alphabet Inc
+6.73%
+$738,072.09 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+5.83%
+$7,952.58 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$10,490.17 
META Meta Platforms Inc Class A
+3.28%
+$11,085.35 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$148,038.72 
MSFT Microsoft Corp.
+3.02%
+$228,311.89 
NVDA NVIDIA Corporation
+2.93%
+$478,304.45 
SMCI Super Micro Computer Inc
+2.42%
+$73,933.83 
ORLY O'Reilly Automotive Inc.
+2.28%
+$11,940 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,433.63 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,474.7 
CRM Salesforce Inc
+1.83%
+$46,065.19 
ORCL Oracle Corporation
+1.81%
+$2,686.53 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.64%
+$1,690.68 
GE General Electric Company
+1.42%
+$8,918.19 
TSLL Direxion Daily TSLA Bull 2X Shares
+1.39%
+$15,350.7 
SVOL Simplify Volatility Premium ETF
+1.15%
+$6,962.58 
DRIO DarioHealth Corp.
+0.97%
+$98.87 
IBM International Business Machines Corporation
+0.86%
+$1,877.51 
GEV GE Vernova Inc.
+0.85%
+$7,487.31 
TSLA Tesla, Inc.
+0.76%
+$117,007.81 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,154.16 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,254.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,513.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$25,962.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,867.84 
PLTR Palantir Technologies Inc.
+0.65%
+$106,028.53 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$8,820.27 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,930.28 
TSLY YieldMax TSLA Option Income Strategy ETF
+0.62%
+$1,001 
GM General Motors Company
+0.52%
+$3,058.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,387.44 
FTC First Trust Large Cap Growth Fund
+0.47%
+$1,553.76 
HON Honeywell International Inc.
+0.47%
+$1,159.95 
SE Sea Ltd.
+0.47%
+$1,805 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$5,259.75 
AVGO Broadcom Inc.
+0.37%
+$1,280.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,341.06 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,763.28 
BAC Bank of America Corporation
+0.36%
+$1,895.3 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$7,166.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$2,400.27 
FTGS First Trust Growth Strength ETF
+0.31%
+$1,107.72 
SMH VanEck Semiconductor ETF
+0.3%
+$2,943.8 
JPM JPMorgan Chase & Co.
+0.27%
+$2,733.52 
FCPI Fidelity Stocks for Inflation ETF
+0.26%
+$869.58 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$832.81 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,198.03 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,099.99 
DELL Dell Technologies Inc.
+0.14%
+$14,081.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$3,735 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,929.91 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$306.66 
FSK FS KKR Capital Corp.
+0.1%
+$185.45 
DIS The Walt Disney Company
+0.03%
+$530.07 
BITF Bitfarms Ltd.
0%
$0 MSTU
MSTU
0%
$0 
BKCH Global X Blockchain ETF
-84.74%
-$9.14M 
MKZR Mackenzie Realty Capital Inc.
-13.45%
-$559.15 
COIN Coinbase Global, Inc.
-10.59%
-$343,092.08 
MSTX Defiance Daily 2x Long Master Fund
-8.53%
-$9,646.5 
AAPL Apple Inc.
-7.35%
-$623,249.36 
MU Micron Technology, Inc.
-5.9%
-$202,854.04 
CLSK CleanSpark, Inc.
-5.37%
-$226,294.38 
MSGM Motorsport Games Inc.
-4.83%
-$3,379.2 
MSTR Strategy Inc.
-4.56%
-$124,995.96 
AENTW Adara Acquisition Corp. Unit Warrant
-4%
-$4,312.71 
GDX VanEck Gold Miners ETF
-3.49%
-$132,459.1 
BITB Bitwise Bitcoin ETF
-2.87%
-$11,397.85 
QCOM QUALCOMM Incorporated
-2.63%
-$23,142.06 
AENT Alliance Entertainment Holding Corp.
-2.17%
-$2.82M 
NFLX Netflix, Inc.
-2%
-$5,591.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$324,093.7 
SNOW Snowflake Inc.
-1.62%
-$85,685.32 
NLY Annaly Capital Management, Inc.
-1.56%
-$3,953.16 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$4,522.5 
EW Edwards Lifesciences Corporation
-0.98%
-$7,010.8 
XOM Exxon Mobil Corporation
-0.97%
-$11,453.58 
SOFI SoFi Technologies, Inc.
-0.97%
-$59,854.88 
TEM Tempus AI, Inc.
-0.95%
-$33,661.74 
ELDN Eledon Pharmaceuticals Inc.
-0.88%
-$345 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$1,873.31 
FICS FT International Developed Capital Strength Fund
-0.65%
-$2,210.52 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,096.45 
PM Philip Morris International Inc.
-0.61%
-$1,707.45 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,626.39 
MELI MercadoLibre, Inc.
-0.41%
-$1,159.22 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,523.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,761.11 
VTV Vanguard Value ETF
-0.27%
-$4,362.98 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,059.63 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,555.25 
COST Costco Wholesale Corporation
-0.24%
-$1,082.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9,741.42 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$1,260.49 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$528.9 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,081.17 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,350.3 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$258 
XLF Financial Select Sector SPDR Fund
-0.1%
-$266.28 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$361.59 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$169.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$221 
VO Vanguard Mid-Cap ETF
-0.05%
-$232.64 
HOOD Robinhood Markets, Inc.
-0.05%
-$92.72 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$235.3 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$145.87 Events
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Dividends
Dividend Analysis
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| Trades 790 | Longs Won 534/790 67% | Profit Factor 13.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.76M |
| Average Win $389,522.28 | Best Trade (Sep 14) $71.87M | Sharpe Ratio -12.13 |
| Average Loss -$61,345.71 | Worst Trade (Aug 02) -$2.71M | Z-Score 6.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $243,411.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.38% | 7.21% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,418 | $4.89M | $7.85M | - | $2.96M | 60.43% | -7.354% |
| AENT Alliance Entertainment Holding Corp. | 23.48M | $78.77M | $127.01M | - | $48.23M | 61.23% | -2.17% |
| AENTW Adara Acquisition Corp. Unit Warrant | 287,514 | $77,587.97 | $103,505.04 | - | $25,917.07 | 33.4% | -4% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,221 | $618,282.23 | $605,738.77 | - | -$12,543.46 | -2.03% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 35,831 | $1.33M | $2.11M | - | $785,010.74 | 59.24% | +0.341% |
| AMD Advanced Micro Devices, Inc. | 35,075 | $5.09M | $16.7M | - | $11.61M | 228.37% | -1.904% |
| AMZN Amazon.com Inc | 38,673 | $5.88M | $10.5M | - | $4.63M | 78.71% | +15.321% |
| AUSF Global X Adaptive U.S. Factor ETF | 11,459 | $500,185.42 | $590,596.86 | - | $90,411.44 | 18.08% | -0.213% |
| AVGO Broadcom Inc. | 889 | $245,053 | $346,069.92 | - | $101,016.92 | 41.22% | +0.371% |
| BABA Alibaba Group Holding Limited SP ADR | 1,769 | $144,816.52 | $216,260.25 | - | $71,443.73 | 49.33% | +5.098% |
| BAC Bank of America Corporation | 8,615 | $303,834.45 | $533,699.25 | - | $229,864.8 | 75.65% | +0.356% |
| BITB Bitwise Bitcoin ETF | 11,285 | $490,692.34 | $385,157.05 | - | -$105,535.29 | -21.51% | -2.874% |
| BITF Bitfarms Ltd. | 46,500 | $109,991.47 | $119,505.46 | - | $9,513.99 | 8.65% | 0.0 |
| BKCH Global X Blockchain ETF | 25,100 | $1.26M | $1.65M | - | $387,853.27 | 30.82% | -84.736% |
| BND Vanguard Total Bond Market Index Fund | 5,577 | $409,135.52 | $402,826.71 | - | -$6,308.81 | -1.54% | -0.262% |
| BNY BlackRock New York Municipal Income Trust | 4,400 | $231,387.54 | $687,852 | - | $456,464.46 | 197.27% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 721 | $330,975.53 | $368,820.34 | - | $37,844.81 | 11.43% | +0.365% |
| BUFR FT Vestladder Buffer ETF-USD I | 35,065 | $993,624.48 | $1.29M | - | $295,715.57 | 29.76% | +0.41% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,002 | $226,891 | $275,673.66 | - | $48,782.66 | 21.5% | +2.011% |
| CLM Cornerstone Strategic Investment Fund, Inc. | 14,089 | $104,681.33 | $104,822.16 | - | $140.83 | 0.13% | +1.639% |
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FAQ
Which stocks have generated the highest profits for Todd A. Rustman?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $6.2M, ProShares Ultra Semiconductors - $4.03M, Graniteshares 2x Long Nvidia Daily ETF - $3.16M, Direxion Daily TSLA Bull 2X Shares - $780,440.82, and MercadoLibre, Inc - $683,364.66. 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: Super Micro Computer Inc - $1.9M, Genelux Corp - $283,473.79, Builders FirstSource, Inc - $265,208.23, Stem, Inc - $221,693.02, and Enovix Corporation - $208,270.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Todd A. Rustman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $463,841.65, YieldMax TSLA Option Income Strategy ETF - $311,331.2, JPMorgan Equity Premium Income Fund - $274,184.6, Direxion Daily TSLA Bull 2X Shares - $238,021.88, and Simplify Volatility Premium ETF - $218,879.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd A. Rustman's monthly returns?
Todd A. Rustman's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Todd A. Rustman's strategy be considered aggressive or moderate?
Todd A. Rustman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Todd A. Rustman's strategy?
Todd A. Rustman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
