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:
103.01%
Gain +3.31%
Monthly
2.31%
Yearly
31.61%
Drawdown
32.47%
$349.27M
Equity
Holdings
$349.27M
Investment
$215.19M
$147.46M
Profit +$7.09M
Realized
$13.38M
Unrealized
$134.08M
Dividends
$4.92M
Goals
Avg. 18% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.31%
Profit
$7.09M
Win %
72%
This Week
Compared To Last Week
Gain
-1.66%
Profit
-$5.88M
Win %
72%
This Month
Compared to last month
Gain
-3.94%
Profit
-$14.32M
Win %
72%
This Year
Compared to last year
Gain
-12.9%
Profit
-$51.72M
Win %
72%
MU Micron Technology, Inc.
+11.96%
+$406,651.58 
COIN Coinbase Global, Inc.
+11.61%
+$368,843.58 
MSTX Defiance Daily 2x Long Master Fund
+8.18%
+$9,517.88 
CLSK CleanSpark, Inc.
+8.15%
+$340,892.17 
HOOD Robinhood Markets, Inc.
+7.69%
+$17,697.93 
BKCH Global X Blockchain ETF
+6.61%
+$112,448 
DELL Dell Technologies Inc.
+6.11%
+$586,279.24 
AMD Advanced Micro Devices, Inc.
+6.06%
+$1.07M 
TSLL Direxion Daily TSLA Bull 2X Shares
+6.06%
+$99,779.55 
SMCI Super Micro Computer Inc
+5.9%
+$155,040.35 
GM General Motors Company
+4.8%
+$24,198.72 
GDX VanEck Gold Miners ETF
+4.59%
+$160,631.25 
SMH VanEck Semiconductor ETF
+4.28%
+$43,161.2 
MSTR Strategy Inc.
+4.01%
+$109,861.92 
ORLY O'Reilly Automotive Inc.
+3.77%
+$19,140 
ORCL Oracle Corporation
+3.29%
+$4,646.19 
ELDN Eledon Pharmaceuticals Inc.
+3.24%
+$1,437.5 
TSLA Tesla, Inc.
+3.13%
+$574,383.8 
AIQ Global X Artificial Intelligence & Technology ETF
+2.88%
+$61,091.86 
IEMG iShares Core MSCI Emerging Markets ETF
+2.75%
+$8,555.25 
XLK State Street Technology Select Sector SPDR ETF
+2.7%
+$121,678.71 
TSLY YieldMax TSLA Option Income Strategy ETF
+2.69%
+$5,197.5 
HON Honeywell International Inc.
+2.49%
+$5,728.52 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+2.46%
+$3,682.24 
BITB Bitwise Bitcoin ETF
+2.23%
+$8,915.15 
AVGO Broadcom Inc.
+2.16%
+$7,272.02 
TEM Tempus AI, Inc.
+2.16%
+$83,753.62 
FTC First Trust Large Cap Growth Fund
+2.15%
+$7,069.8 
SOFI SoFi Technologies, Inc.
+2.09%
+$132,803.02 
QCOM QUALCOMM Incorporated
+2.03%
+$20,068 
QQQ Invesco QQQ Trust, Series 1
+1.84%
+$34,366.73 
EYLD Cambria Emerging Shareholder Yield Fund
+1.78%
+$8,040 
XOM Exxon Mobil Corporation
+1.73%
+$19,239.02 
JPM JPMorgan Chase & Co.
+1.67%
+$16,488.39 
IWF iShares Russell 1000 Growth ETF
+1.55%
+$6,574.12 
BAC Bank of America Corporation
+1.48%
+$7,689.75 
IEFA iShares Core MSCI EAFE ETF
+1.47%
+$6,881 
FCPI Fidelity Stocks for Inflation ETF
+1.36%
+$4,566.88 
FSK FS KKR Capital Corp.
+1.33%
+$2,689.03 
NVDA NVIDIA Corporation
+1.29%
+$220,312.96 
SVOL Simplify Volatility Premium ETF
+1.18%
+$7,349.39 
ISRG Intuitive Surgical, Inc.
+1.06%
+$20,050.14 
GEV GE Vernova Inc.
+1.01%
+$9,811.84 
IJH iShares Core S&P Mid-Cap ETF
+0.92%
+$2,225.25 
IJR iShares Core S&P Small-Cap ETF
+0.88%
+$7,531.52 
IVV iShares Core S&P 500 ETF
+0.87%
+$11,266.64 
SPY SPDR S&P 500 ETF Trust
+0.84%
+$13,518.12 
VOO Vanguard S&P 500 ETF
+0.83%
+$30,182.3 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.82%
+$11,121.21 
AAPL Apple Inc.
+0.82%
+$67,866.06 
FTGS First Trust Growth Strength ETF
+0.8%
+$2,769.3 
BNY BlackRock New York Municipal Income Trust
+0.8%
+$5,500 
RDVY First Trust Rising Dividend Achievers ETF
+0.77%
+$7,980.85 
VTV Vanguard Value ETF
+0.73%
+$11,677.44 
VO Vanguard Mid-Cap ETF
+0.72%
+$3,350.02 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$3,743.75 
MKZR Mackenzie Realty Capital Inc.
+0.56%
+$31.1 
BUFR FT Vestladder Buffer ETF-USD I
+0.53%
+$6,837.68 
GE General Electric Company
+0.5%
+$3,031.85 
IWR iShares Russell Mid-Cap ETF
+0.48%
+$2,982.53 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.48%
+$1,343.16 
DRIO DarioHealth Corp.
+0.44%
+$42.37 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$2,905.59 
SE Sea Ltd.
+0.27%
+$1,010.8 
XHB SPDR S&P Homebuilders ETF
+0.24%
+$586.82 
XLF Financial Select Sector SPDR Fund
+0.24%
+$599.13 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.17%
+$5,542.74 
META Meta Platforms Inc Class A
+0.16%
+$652.08 
NLY Annaly Capital Management, Inc.
+0.15%
+$384.33 
FICS FT International Developed Capital Strength Fund
+0.15%
+$499.94 
PFF iShares Preferred and Income Securities ETF
+0.15%
+$459.99 
DIS The Walt Disney Company
+0.05%
+$885.22 
AENTW Adara Acquisition Corp. Unit Warrant
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
CLM Cornerstone Strategic Investment Fund, Inc.
0%
$0 
MSTU
0%
$0 
MSGM Motorsport Games Inc.
-4.44%
-$3,225.6 
AENT Alliance Entertainment Holding Corp.
-4.05%
-$5.63M 
CRWD CrowdStrike Holdings, Inc.
-2.53%
-$131,764.96 
CRM Salesforce Inc
-2.31%
-$55,876.89 
EW Edwards Lifesciences Corporation
-1.81%
-$12,701.92 
BABA Alibaba Group Holding Limited SP ADR
-1.5%
-$3,193.05 
MELI MercadoLibre, Inc.
-1.39%
-$3,804.71 
PANW Palo Alto Networks, Inc.
-1.26%
-$6,063.19 
MSFT Microsoft Corp.
-1.11%
-$75,098.24 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.09%
-$3,002 
SNOW Snowflake Inc.
-1.02%
-$49,597.83 
NFLX Netflix, Inc.
-1.01%
-$2,604.4 
AMZN Amazon.com Inc
-1%
-$96,682.5 
PM Philip Morris International Inc.
-1%
-$2,785.47 
MOAT VanEck Morningstar Wide Moat Fund
-0.94%
-$3,470 
PLTR Palantir Technologies Inc.
-0.87%
-$155,067.12 
IBM International Business Machines Corporation
-0.8%
-$1,666.18 
GOOGL Alphabet Inc
-0.71%
-$81,789.03 
COST Costco Wholesale Corporation
-0.67%
-$2,997.25 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.51%
-$4,265.02 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.48%
-$1,322.25 
FVD First Trust Value Line Dividend Index Fund
-0.46%
-$2,702.93 
FTCS First Trust Capital Strength ETF
-0.45%
-$1,371.27 
LMBS First Trust Low Duration Opportunities ETF
-0.44%
-$929.74 
AUSF Global X Adaptive U.S. Factor ETF
-0.42%
-$2,406.39 
SDY SPDR S&P Dividend ETF
-0.24%
-$2,151 
BRK-B Berkshire Hathaway Inc.
-0.23%
-$811.12 
BND Vanguard Total Bond Market Index Fund
-0.2%
-$808.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$1,088.67 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$662.91 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$364.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$229.84 Events
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Dividends
Dividend Analysis
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| Trades 790 | Longs Won 517/790 65% | Profit Factor 8.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.24M |
| Average Win $323,149.36 | Best Trade (Jul 22) $62.5M | Sharpe Ratio -12.13 |
| Average Loss -$71,825.87 | Worst Trade (Jul 27) -$2.74M | Z-Score 0.88 (62.12%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $186,657.92 |
| 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% | 0.32% | 6.59% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
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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, Direxion Daily TSLA Bull 2X Shares - $783,746.31, MercadoLibre, Inc - $683,364.66, and ProShares Ultra Technology ETF - $646,227.65. 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 $4.92M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $469,939.76, YieldMax TSLA Option Income Strategy ETF - $309,743.46, JPMorgan Equity Premium Income Fund - $278,054.89, Direxion Daily TSLA Bull 2X Shares - $241,327.37, and Simplify Volatility Premium ETF - $197,218.43. 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.
