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:
91.43%
Gain +0.09%
Monthly
1.96%
Yearly
26.19%
Drawdown
25.86%
$286.02M
Equity
Holdings
$286.02M
Investment
$225.2M
$79.04M
Profit +$157,444.56
Realized
$18.23M
Unrealized
$60.81M
Dividends
$8.8M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$157,444.56
Win %
70%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.57M
Win %
70%
This Month
Compared to last month
Gain
0.74%
Profit
$2.1M
Win %
70%
This Year
Compared to last year
Gain
0.85%
Profit
$2.4M
Win %
72%
VNCE Vince Holding Corp.
+12.39%
+$23,255.4 
TOI The Oncology Institute Inc.
+6.14%
+$4,940 
FLY Firefly Aerospace Inc.
+4.76%
+$9,214.56 
REFR Research Frontiers Inc.
+4.03%
+$516 
GSBD Goldman Sachs BDC Inc.
+3.24%
+$20,345.36 
BX Blackstone Inc.
+2.81%
+$5,495.62 
UNH UnitedHealth Group Incorporated
+2.79%
+$6,044.36 
NODE VanEck Onchain Economy ETF
+2.5%
+$15,228.65 
GILD Gilead Sciences Inc.
+2.49%
+$6,273.56 
OBDC Blue Owl Capital Corporation
+2.48%
+$3,200 
KKR KKR & Co. Inc.
+2.37%
+$8,716.82 
V Visa Inc. Class A
+2.13%
+$17,214.1 
LMT Lockheed Martin Corporation
+1.99%
+$6,360.53 
MCD McDonald's Corporation
+1.76%
+$4,236.09 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$5,120 
VB Vanguard Small-Cap ETF
+1.46%
+$15,027.11 
CVX Chevron Corporation
+1.39%
+$5,751.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.31%
+$2,610.96 
FIW First Trust Water ETF
+1.24%
+$7,939.91 
AAPL Apple Inc.
+1.17%
+$50,145.05 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.12%
+$36,899.05 
VDE Vanguard Energy ETF
+1.11%
+$6,251.31 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$5,181.22 
VTV Vanguard Value ETF
+0.83%
+$1,943.46 
MUB iShares National Muni Bond ETF
+0.82%
+$3,383.08 
C Citigroup Inc.
+0.77%
+$1,765.32 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.72%
+$4,650.48 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$26,240 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,354.51 
SLF Sun Life Financial Inc.
+0.67%
+$3,080.47 
WMT Walmart Inc.
+0.65%
+$3,314.36 
DIS The Walt Disney Company
+0.63%
+$1,880.9 
PFE Pfizer Inc.
+0.63%
+$1,546.6 
BAC Bank of America Corporation
+0.6%
+$1,133.67 
TSLA Tesla, Inc.
+0.59%
+$3,601.62 
MET MetLife Inc.
+0.55%
+$2,140.6 
LLY Eli Lilly and Company
+0.55%
+$3,934.2 
HWC Hancock Whitney Corporation
+0.55%
+$1,604.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$3,216.78 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.53%
+$1,043.51 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.53%
+$8,715.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$1,129.68 
GE General Electric Company
+0.51%
+$1,988.8 
CGDV Capital Group Dividend Value ETF
+0.51%
+$59,231.75 
COST Costco Wholesale Corporation
+0.49%
+$1,768.94 
BBDC Barings BDC Inc.
+0.47%
+$2,976.36 
EPD Enterprise Products Partners L.P.
+0.45%
+$1,036.32 
MSFT Microsoft Corp.
+0.44%
+$13,019 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$16,523.89 
PLTR Palantir Technologies Inc.
+0.43%
+$2,005.35 
CLOV Clover Health Investments, Corp.
+0.43%
+$200 
VO Vanguard Mid-Cap ETF
+0.38%
+$16,814.09 
BUFG FT Vest Buffered Allocation Fund
+0.38%
+$27,627.54 
BFST Business First Bancshares, Inc.
+0.32%
+$3,001.4 
JHMM John Hancock Multifactor Mid Cap ETF
+0.29%
+$3,492.72 
SCHK Schwab 1000 Index ETF
+0.27%
+$48,255 
KO The Coca-Cola Company
+0.24%
+$5,021.5 
DCRE DoubleLine Commercial Real Estate ETF
+0.22%
+$1,746.25 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
+0.22%
+$904.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.21%
+$19,759.8 
VICI Vici Properties Inc.
+0.21%
+$600.54 
BUFR FT Vestladder Buffer ETF-USD I
+0.21%
+$18,310.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.16%
+$10,613.82 
TPL Texas Pacific Land Corporation
+0.14%
+$294.24 
IWP iShares Russell Mid-Cap Growth ETF
+0.13%
+$557.8 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.12%
+$390.46 
VOO Vanguard S&P 500 ETF
+0.12%
+$1,422.9 
LIN Linde plc
+0.11%
+$208 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$9,849.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$848.61 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.09%
+$731.68 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.08%
+$304.2 
JPM JPMorgan Chase & Co.
+0.07%
+$39,775.5 
AMZN Amazon.com Inc
+0.06%
+$1,014.09 
GSAT Globalstar, Inc.
+0.05%
+$120 
IWL iShares Russell Top 200 ETF
+0.04%
+$13,968.22 
XMMO Invesco S&P MidCap Momentum ETF
+0.04%
+$4,325.5 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$238.77 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.01%
+$2,149.9 
META Meta Platforms Inc Class A
+0.01%
+$50.35 
ATAI AtaiBeckley Inc.
0%
$0 
DIBS 1stdibs.com, Inc.
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 KSEP
KSEP
0%
$0 DDTS
DDTS
0%
$0 
RKLB Rocket Lab Corporation
-6.64%
-$15,480.27 
INFQ Infleqtion Inc.
-4.43%
-$13,246.8 
APLD Applied Digital Corporation
-3.9%
-$19,875 
MU Micron Technology, Inc.
-3.4%
-$22,731.88 
CSCO Cisco Systems, Inc.
-3.33%
-$12,510.79 
LRCX Lam Research Corporation
-3.3%
-$8,154.54 
SNDK SanDisk Corporation
-2.96%
-$3,969.12 
PM Philip Morris International Inc.
-2.76%
-$6,435.45 
ARM Arm Holdings plc American Depositary Receipt
-2.71%
-$5,677.2 
KLAC KLA Corporation
-2.43%
-$4,088.99 
AMD Advanced Micro Devices, Inc.
-2.11%
-$12,427.87 
VG Venture Global Inc.
-2.04%
-$6,687.63 
AVGO Broadcom Inc.
-1.98%
-$28,901.64 
AMAT Applied Materials, Inc.
-1.89%
-$4,452.58 
VOLT Tema Electrification Fund
-1.56%
-$22,875.6 
INTC Intel Corporation
-1.42%
-$5,921.1 
XOM Exxon Mobil Corporation
-1.32%
-$5,738.8 
NVDA NVIDIA Corporation
-0.66%
-$22,138.56 
ORCL Oracle Corporation
-0.58%
-$2,361.43 
GEV GE Vernova Inc.
-0.46%
-$1,410.4 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$1,385.33 
GLD SPDR Gold Shares
-0.34%
-$15,803.98 
CAT Caterpillar Inc.
-0.25%
-$580.31 
JNJ Johnson & Johnson
-0.25%
-$1,084.23 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$960.52 
JCI Johnson Controls International plc
-0.21%
-$439.27 
PYLD PIMCO Multisector Bond Active ETF
-0.21%
-$2,867.76 
GOOGL Alphabet Inc
-0.17%
-$3,484.32 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$587.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.15%
-$876.75 
GOOG Alphabet Inc
-0.14%
-$1,685.11 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$3,107.04 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.11%
-$376 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$1,252.23 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.05%
-$526.56 
ABBV AbbVie Inc.
-0.03%
-$90.82 
LIEN Chicago Atlantic BDC Inc.
-0.02%
-$24.48 Events
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Dividends
Dividend Analysis
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| Trades 870 | Longs Won 599/870 68% | Profit Factor 10.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $845,748.4 |
| Average Win $146,159.45 | Best Trade (Oct 16) $22.78M | Sharpe Ratio -10.66 |
| Average Loss -$31,399.51 | Worst Trade (Sep 29) -$2.11M | Z-Score 3.51 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy $90,850.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,505 | $3.06M | $4.33M | - | $1.27M | 41.35% | +1.173% |
| ABBV AbbVie Inc. | 1,135 | $261,856.86 | $321,658.99 | - | $59,802.13 | 22.84% | -0.028% |
| AMAT Applied Materials, Inc. | 547 | $186,959.36 | $230,762.89 | - | $43,803.53 | 23.43% | -1.893% |
| AMD Advanced Micro Devices, Inc. | 1,047 | $223,763.65 | $576,226.92 | - | $352,463.27 | 157.52% | -2.111% |
| AMZN Amazon.com Inc | 7,244 | $1.56M | $1.85M | - | $282,117.23 | 18.03% | +0.055% |
| APLD Applied Digital Corporation | 25,000 | $932,500 | $489,875 | - | -$442,625 | -47.47% | -3.899% |
| ARM Arm Holdings plc American Depositary Receipt | 855 | $303,157 | $203,618.25 | - | -$99,538.75 | -32.83% | -2.713% |
| ATAI AtaiBeckley Inc. | 29,500 | $155,465 | $155,465 | - | - | - | 0.0 |
| AVGO Broadcom Inc. | 4,244 | $1.22M | $1.43M | - | $208,712.8 | 17.06% | -1.978% |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 9,938 | $382,315 | $419,791.06 | - | $37,476.06 | 9.8% | +0.216% |
| BAC Bank of America Corporation | 3,657 | $208,376 | $189,066.9 | - | -$19,309.1 | -9.27% | +0.603% |
| BBDC Barings BDC Inc. | 74,409 | $601,968.81 | $642,893.76 | - | $40,924.95 | 6.8% | +0.465% |
| BFST Business First Bancshares, Inc. | 30,014 | $811,579 | $937,337.22 | - | $125,758.22 | 15.5% | +0.321% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 7,959 | $803,620.09 | $802,187.61 | - | -$1,432.48 | -0.18% | +0.03% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 17,889 | $1.38M | $1.31M | - | -$66,306.53 | -4.8% | -0.095% |
| BRK-B Berkshire Hathaway Inc. | 1,469 | $723,409.83 | $777,578.42 | - | $54,168.59 | 7.49% | +0.693% |
| BUFG FT Vest Buffered Allocation Fund | 240,658 | $5.67M | $7.28M | - | $1.61M | 28.46% | +0.381% |
| BUFR FT Vestladder Buffer ETF-USD I | 228,879 | $6.99M | $8.67M | - | $1.68M | 23.99% | +0.212% |
| BX Blackstone Inc. | 1,838 | $263,373.55 | $200,709.6 | - | -$62,663.95 | -23.79% | +2.815% |
| C Citigroup Inc. | 1,878 | $212,983.9 | $231,388.38 | - | $18,404.48 | 8.64% | +0.769% |
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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 - $10.68M, iShares Russell Top 200 ETF - $2.55M, Vanguard International Dividend Appreciation Index Fund - $1.82M, Vanguard Dividend Appreciation ETF - $1.34M, 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 $8.8M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $3.03M, iShares Russell Top 200 ETF - $742,885.97, Vanguard International Dividend Appreciation Index Fund - $593,651.58, Goldman Sachs Access Ultra Short Bond Fund - $405,108.57, and iShares 7-10 Year Treasury Bond ETF - $354,875.49. 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.
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