FFI
FRANK FRIEDLER, III Portfolio
Invests via FreeGulliver LLC | Managed by Frank Friedler, III, Michael Allen Kirschman
Invests via FreeGulliver LLC
Managed by Frank Friedler, III, Michael Allen Kirschman
Automatically Tracked
FRANK FRIEDLER, III Profile
Veteran private-equity executive focused on middle-market buyouts and operational value creation. FRANK FRIEDLER, III has led deal sourcing, portfolio operations and restructuring across industrials and distribution. Market-oriented strategist with experience in capital raising, EBITDA improvement and board governance, emphasizing hands-on turnarounds and LP relationships.
Veteran private-equity executive focused on middle-market buyouts and operational value creation. FRANK FRIEDLER, III has led deal sourcing, portfolio operations and restructuring across industrials and distribution. Market-oriented strategist with experience in capital raising, EBITDA improvement and board governance, emphasizing hands-on turnarounds and LP relationships.
Investment Philosophy & Strategy
Primarily targets middle‑market buyouts in industrials and distribution, deploying capital with an operationally driven, value‑creation‑first approach. Focuses on hands‑on turnarounds and restructuring to expand EBITDA through margin expansion, working‑capital optimization and selective add‑on M&A. Prefers control or majority stakes to implement governance changes and operational KPIs, with a 3–7 year value realization horizon. Underwriting emphasizes conservative leverage, operational risk mitigation and measurable improvement plans. Capital allocation balances growth investments and efficiency programs, while limited partner alignment and disciplined exit timing guide portfolio construction and monitoring.
Primarily targets middle‑market buyouts in industrials and distribution, deploying capital with an operationally driven, value‑creation‑first approach. Focuses on hands‑on turnarounds and restructuring to expand EBITDA through margin expansion, working‑capital optimization and selective add‑on M&A. Prefers control or majority stakes to implement governance changes and operational KPIs, with a 3–7 year value realization horizon. Underwriting emphasizes conservative leverage, operational risk mitigation and measurable improvement plans. Capital allocation balances growth investments and efficiency programs, while limited partner alignment and disciplined exit timing guide portfolio construction and monitoring.
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:
96.57%
Gain -0.58%
Monthly
2.13%
Yearly
28.82%
Drawdown
25.86%
$288.83M
Equity
Holdings
$288.83M
Investment
$225.17M
$81.85M
Profit -$1.44M
Realized
$18.19M
Unrealized
$63.66M
Dividends
$7.99M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.44M
Win %
73%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$633,816.35
Win %
73%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.44M
Win %
73%
This Year
Compared to last year
Gain
1.85%
Profit
$5.25M
Win %
74%
KLAC KLA Corporation
+4.01%
+$7,266.19 
APLD Applied Digital Corporation
+2.17%
+$15,750.02 
CVX Chevron Corporation
+0.9%
+$3,311 
META Meta Platforms Inc Class A
+0.71%
+$4,229.42 
TSLA Tesla, Inc.
+0.58%
+$3,248.19 
TOI The Oncology Institute Inc.
+0.49%
+$370.5 
DIS The Walt Disney Company
+0.34%
+$940.45 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$4,510 
PM Philip Morris International Inc.
+0.12%
+$249.26 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ATAI AtaiBeckley Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.04 
BAC Bank of America Corporation
0%
$0 
BBDC Barings BDC Inc.
0%
$0 
BFST Business First Bancshares, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CLOV Clover Health Investments, Corp.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DIBS 1stdibs.com, Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
GE General Electric Company
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSBD Goldman Sachs BDC Inc.
0%
$0 
HWC Hancock Whitney Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LMT Lockheed Martin Corporation
0%
+$0.02 
LRCX Lam Research Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MET MetLife Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.01 
MU Micron Technology, Inc.
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
PFE Pfizer Inc.
0%
+$0.01 
REFR Research Frontiers Inc.
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
V Visa Inc. Class A
0%
-$0.02 
VICI Vici Properties Inc.
0%
$0 
VNCE Vince Holding Corp.
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.02 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
0%
$0 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFG FT Vest Buffered Allocation Fund
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
FIW First Trust Water ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IWL iShares Russell Top 200 ETF
0%
-$2.1 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JHMM John Hancock Multifactor Mid Cap ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
SCHK Schwab 1000 Index ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.04 
VDE Vanguard Energy ETF
0%
-$0.02 
VOO Vanguard S&P 500 ETF
0%
-$0.03 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.03 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
DCRE DoubleLine Commercial Real Estate ETF
0%
$0 
FLY Firefly Aerospace Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
LIEN Chicago Atlantic BDC Inc.
0%
$0 
VCRM Vanguard Core Tax-Exempt Bond Fund
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
VOLT Tema Electrification Fund
0%
$0 
VG Venture Global Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
INFQ Infleqtion Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 KSEP
KSEP
0%
$0 DDTS
DDTS
0%
$0 
GOOGL Alphabet Inc
-3.84%
-$78,368.58 
ORCL Oracle Corporation
-3.69%
-$16,971.8 
AMZN Amazon.com Inc
-2.09%
-$42,160.05 
AAPL Apple Inc.
-1.09%
-$41,891.75 
LIN Linde plc
-0.39%
-$772 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$1,193.06 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$31,594.14 
GSAT Globalstar, Inc.
-0.31%
-$780 
RKLB Rocket Lab Corporation
-0.04%
-$118.17 
NVDA NVIDIA Corporation
-0.02%
-$768.7 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.02%
-$182.92 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
0%
-$2.6 
NODE VanEck Onchain Economy ETF
0%
-$5.37 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 870 | Longs Won 611/870 70% | Profit Factor 11.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $942,082.31 |
| Average Win $146,777.63 | Best Trade (Aug 13) $26.86M | Sharpe Ratio -10.66 |
| Average Loss -$30,225.2 | Worst Trade (Sep 29) -$2.11M | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $94,083.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,505 | $3.06M | $3.81M | - | $751,710.07 | 24.56% | -1.087% |
| ABBV AbbVie Inc. | 1,135 | $261,856.86 | $281,445.95 | - | $19,589.09 | 7.48% | 0.0 |
| AMAT Applied Materials, Inc. | 547 | $186,959.36 | $285,599.64 | - | $98,640.28 | 52.76% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,047 | $223,763.65 | $491,629.32 | - | $267,865.67 | 119.71% | 0.0 |
| AMZN Amazon.com Inc | 7,244 | $1.56M | $1.97M | - | $407,945.58 | 26.08% | -2.093% |
| APLD Applied Digital Corporation | 25,000 | $932,500 | $742,250 | - | -$190,250 | -20.4% | +2.168% |
| ARM Arm Holdings plc American Depositary Receipt | 855 | $303,157 | $229,011.76 | - | -$74,145.24 | -24.46% | 0.0 |
| ATAI AtaiBeckley Inc. | 29,500 | $120,950 | $213,875 | - | $92,925 | 76.83% | 0.0 |
| AVGO Broadcom Inc. | 4,244 | $1.22M | $1.79M | - | $568,943.52 | 46.49% | 0.0 |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 9,938 | $382,315 | $412,824.52 | - | $30,509.52 | 7.98% | 0.0 |
| BAC Bank of America Corporation | 3,657 | $208,376 | $233,536.02 | - | $25,160.02 | 12.07% | 0.0 |
| BBDC Barings BDC Inc. | 74,409 | $601,968.81 | $696,468.24 | - | $94,499.43 | 15.7% | 0.0 |
| BFST Business First Bancshares, Inc. | 30,014 | $811,579 | $946,641.56 | - | $135,062.56 | 16.64% | 0.0 |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 7,959 | $803,620.09 | $801,869.25 | - | -$1,750.84 | -0.22% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 17,889 | $1.38M | $1.35M | - | -$31,780.76 | -2.3% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,469 | $723,409.83 | $777,717.98 | - | $54,308.15 | 7.51% | 0.0 |
| BUFG FT Vest Buffered Allocation Fund | 240,658 | $5.67M | $7.21M | - | $1.54M | 27.11% | 0.0 |
| BUFR FT Vestladder Buffer ETF-USD I | 228,879 | $6.99M | $8.54M | - | $1.55M | 22.19% | 0.0 |
| BX Blackstone Inc. | 1,838 | $263,373.55 | $260,371.08 | - | -$3,002.47 | -1.14% | 0.0 |
| C Citigroup Inc. | 1,878 | $212,983.9 | $253,943.16 | - | $40,959.26 | 19.23% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for FRANK FRIEDLER, III?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $10.41M, iShares Russell Top 200 ETF - $2.46M, Vanguard International Dividend Appreciation Index Fund - $1.81M, Vanguard Dividend Appreciation ETF - $1.33M, and The Oncology Institute Inc - $1.24M. 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: UnitedHealth Group Incorporated - $2.02M, Willamette Valley Vineyards Inc - $218,881.69, Walgreens Boots Alliance Inc - $145,812.35, Vince Holding Corp - $129,110.77, and Traeger Inc - $110,768. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does FRANK FRIEDLER, III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.99M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $2.77M, iShares Russell Top 200 ETF - $655,655.92, Vanguard International Dividend Appreciation Index Fund - $578,061.92, iShares 7-10 Year Treasury Bond ETF - $341,261.85, and Goldman Sachs Access Ultra Short Bond Fund - $328,425.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are FRANK FRIEDLER, III's monthly returns?
FRANK FRIEDLER, III'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 FRANK FRIEDLER, III's strategy be considered aggressive or moderate?
FRANK FRIEDLER, III'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 FRANK FRIEDLER, III's strategy?
FRANK FRIEDLER, III'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.
