Anne Wright Portfolio
Invests via Lummis Asset Management, LP | Managed by P. Bradley Lummis
Invests via Lummis Asset Management, LP
Managed by P. Bradley Lummis
Automatically Tracked
Anne Wright Profile
Seasoned investor and operator focused on growth-stage technology and sustainability businesses. Anne Wright brings a background in corporate finance and scaling high-growth ventures, with experience on operating teams, boards and as an active angel/seed investor. Known for structuring strategic capital raises, operationalizing go-to-market plans and advising founders on governance and exit preparation.
Seasoned investor and operator focused on growth-stage technology and sustainability businesses. Anne Wright brings a background in corporate finance and scaling high-growth ventures, with experience on operating teams, boards and as an active angel/seed investor. Known for structuring strategic capital raises, operationalizing go-to-market plans and advising founders on governance and exit preparation.
Investment Philosophy & Strategy
Focuses on growth-stage technology and sustainability companies, deploying patient growth capital tied to operational milestones. Preference for commercializing scalable tech and asset-light sustainability models, with emphasis on revenue acceleration, unit economics improvement and repeatable go-to-market motion. Capital allocation mixes structured rounds, convertible instruments and board-level oversight to align incentives and protect downside. Investment style is hands-on: operational due diligence, governance strengthening, founder coaching and exit preparation. Time horizon is medium-term (3–7 years) with disciplined staging of follow-on capital based on measurable KPIs.
Focuses on growth-stage technology and sustainability companies, deploying patient growth capital tied to operational milestones. Preference for commercializing scalable tech and asset-light sustainability models, with emphasis on revenue acceleration, unit economics improvement and repeatable go-to-market motion. Capital allocation mixes structured rounds, convertible instruments and board-level oversight to align incentives and protect downside. Investment style is hands-on: operational due diligence, governance strengthening, founder coaching and exit preparation. Time horizon is medium-term (3–7 years) with disciplined staging of follow-on capital based on measurable KPIs.
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:
24.05%
Gain -0.23%
Monthly
0.74%
Yearly
9.23%
Drawdown
19.71%
$203.54M
Equity
Holdings
$203.54M
Investment
$175.81M
$39.59M
Profit -$547,466.53
Realized
$11.87M
Unrealized
$27.73M
Dividends
$5.25M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$547,466.53
Win %
71%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$1.06M
Win %
71%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.73M
Win %
71%
This Year
Compared to last year
Gain
1.84%
Profit
$3.82M
Win %
72%
DVN Devon Energy Corporation
+6.14%
+$100,469.11 
PBT Permian Basin Royalty Trust
+4.79%
+$2,442 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+4.74%
+$8.98 
TCEHY Tencent Holdings Ltd UNS ADR
+4.38%
+$89.28 
DOW Dow Inc.
+3.39%
+$712.12 
MTDR Matador Resources Company
+3.16%
+$565,409.8 
LYB LyondellBasell Industries N.V.
+3.1%
+$591 
COP ConocoPhillips
+2.94%
+$43,113.52 
CBOE Cboe Global Markets Inc.
+2.92%
+$50.88 
FUN Six Flags Entertainment Corporation
+2.83%
+$15.24 
CME CME Group Inc.
+2.83%
+$21.72 
KO The Coca-Cola Company
+2.78%
+$46,666.74 
EOG EOG Resources, Inc.
+2.77%
+$262.2 
PM Philip Morris International Inc.
+2.1%
+$86.25 
CVX Chevron Corporation
+2.06%
+$23,017.02 
PSX Phillips 66
+2.05%
+$11,065.42 
UL Unilever PLC Sponsored American Depositary Receipt
+1.99%
+$5,106.7 
MDLZ Mondelez International, Inc.
+1.98%
+$1,027.12 
TIGO Millicom International Cellular S.A.
+1.97%
+$5.16 
IMBBY Imperial Brands PLC Sponsored ADR
+1.94%
+$108.34 
KMI Kinder Morgan, Inc.
+1.87%
+$877.5 
PGR Progressive Corporation
+1.85%
+$270.1 
LW Lamb Weston Holdings, Inc.
+1.81%
+$395 
BG Bunge Global S.A.
+1.78%
+$2,332.32 
NSRGY Nestle S.A. Sponsored ADR
+1.74%
+$3,027.7 
O Realty Income Corporation
+1.72%
+$5,469.12 
CAG Conagra Brands Inc.
+1.67%
+$330 
VDC VANGUARD CONSUMER STAPLES ETF
+1.63%
+$1,820.35 
COST Costco Wholesale Corporation
+1.55%
+$150.1 
CLX The Clorox Company
+1.48%
+$2,882.04 
XOM Exxon Mobil Corporation
+1.39%
+$42,697.89 
KMB Kimberly-Clark Corporation
+1.34%
+$1,152.9 
BSM Black Stone Minerals, L.P.
+1.24%
+$58,453.31 
BP BP p.l.c. Sponsored ADR
+1.17%
+$2,119.5 
AIG American International Group Inc.
+1.16%
+$34,977.06 
WMT Walmart Inc.
+1.16%
+$360.18 
SCHW Charles Schwab Corporation
+1.11%
+$18,049.68 
WMB The Williams Companies, Inc.
+1.11%
+$11,144.31 
AMT American Tower Corporation
+1.04%
+$29,763.36 
DUK Duke Energy Corporation
+1.03%
+$635 
MDU MDU Resources Group, Inc.
+0.98%
+$30.75 
ATO Atmos Energy Corporation
+0.91%
+$1,720.2 
NFLX Netflix, Inc.
+0.88%
+$243.1 
STEL Stellar Bancorp Inc.
+0.87%
+$66 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.86%
+$6,827.32 
CVS CVS Health Corporation
+0.84%
+$656 
PEP PepsiCo, Inc.
+0.83%
+$20,372.52 
ROST Ross Stores, Inc.
+0.8%
+$38,101.1 
JNJ Johnson & Johnson
+0.73%
+$22,141.56 
ORLY O'Reilly Automotive Inc.
+0.73%
+$29.25 
NUV Nuveen Municipal Value Fund, Inc.
+0.72%
+$1,430 
WTM White Mountains Insurance Group Ltd.
+0.54%
+$3,531.12 
NFG National Fuel Gas Company
+0.5%
+$15.4 
CFR Cullen/Frost Bankers Inc.
+0.47%
+$269.96 
AKRE Akre Focus ETF
+0.47%
+$285.22 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.46%
+$26.32 
AAPL Apple Inc.
+0.45%
+$69,296.56 
PG Procter & Gamble Co
+0.44%
+$4,422 
DG Dollar General Corporation
+0.42%
+$6,408.72 
MCD McDonald's Corporation
+0.41%
+$313.56 
SEG Seaport Entertainment Group, Inc.
+0.35%
+$3.06 
ABBV AbbVie Inc.
+0.34%
+$4,702.9 
EXEL Exelixis Inc.
+0.33%
+$175 
MSEX Middlesex Water Company
+0.22%
+$66 
NEE NextEra Energy, Inc.
+0.2%
+$10.37 
HIG-PG The Hartford Financial Services Group, Inc.
+0.15%
+$0.47 
WFC Wells Fargo & Company
+0.12%
+$3,112.2 
XEL Xcel Energy Inc.
+0.1%
+$151.92 
ET Energy Transfer L.P.
+0.05%
+$9.7 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$468.46 
FFIN First Financial Bankshares Inc.
+0.03%
+$246.73 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$23.93 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$5.41 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$12.3 
00BLP1HW5
0%
$0 
83088MAK8
0%
$0 
LIN
0%
$0 
Q
0%
$0 
ECG Everus Construction Group, Inc.
-7.37%
-$399.97 
GEV GE Vernova Inc.
-6.41%
-$176.94 
AYI Acuity Brands Inc.
-6.34%
-$166,641.66 
IP International Paper Company
-6.29%
-$2,145 
UAL United Airlines Holdings, Inc.
-6.14%
-$141.44 
ETN Eaton Corporation plc
-6.12%
-$1,179.84 
MOS Mosaic Company
-5.64%
-$66 
FBAK First National Bank Alaska
-5.07%
-$7,803.9 
AVGO Broadcom Inc.
-4.66%
-$1,277.85 
LUV Southwest Airlines Co.
-4.36%
-$2,820 
GLD SPDR Gold Shares
-3.95%
-$9,264 
DD DuPont de Nemours Inc.
-3.85%
-$240.73 
VRT Vertiv Holdings Co
-3.64%
-$1,498.1 
IDXX IDEXX Laboratories, Inc.
-3.45%
-$699.65 
AMRZ Amrize Ltd.
-3.32%
-$86,059.75 
URI United Rentals, Inc.
-3.29%
-$107.96 
MU Micron Technology, Inc.
-3.22%
-$542.88 
NVDA NVIDIA Corporation
-3.14%
-$2,801.26 
LUNMF Lundin Mining Corporation
-3%
-$281.69 
PAVE Global X U.S. Infrastructure Development ETF
-2.99%
-$119.7 
GE General Electric Company
-2.95%
-$117.12 
APH Amphenol Corporation
-2.95%
-$13,107 
FCX Freeport-McMoRan Inc.
-2.93%
-$39.59 
CEF Sprott Physical Gold and Silver Trust
-2.91%
-$187.5 
GEHC GE HealthCare Technologies Inc.
-2.87%
-$7.58 
BAM Brookfield Asset Management Inc.
-2.84%
-$1,067.98 
TFPM Triple Flag Precious Metals Corp
-2.77%
-$95,992.82 
AMZN Amazon.com Inc
-2.58%
-$44,517.05 
GS The Goldman Sachs Group, Inc.
-2.57%
-$130,058.11 
TPG TPG Inc.
-2.55%
-$416.9 
VRTX Vertex Pharmaceuticals Incorporated
-2.5%
-$322.62 
TTEK Tetra Tech, Inc.
-2.43%
-$34 
GOOG Alphabet Inc
-2.41%
-$275,918.56 
ABT Abbott Laboratories
-2.4%
-$64,578.72 
ORCL Oracle Corporation
-2.39%
-$144,948.12 
EW Edwards Lifesciences Corporation
-2.38%
-$110.5 
RTX RTX Corporation
-2.35%
-$11,584.51 
SNY Sanofi American Depositary Receipt
-2.31%
-$82.8 
GOOGL Alphabet Inc
-2.27%
-$27,042.93 
DHR Danaher Corporation
-2.23%
-$248.39 
ITW Illinois Tool Works Inc.
-2.21%
-$17,125.17 
DKS Dick's Sporting Goods, Inc.
-2.15%
-$2,387.97 
TMO Thermo Fisher Scientific Inc.
-2.13%
-$67,139.84 
META Meta Platforms Inc Class A
-2.13%
-$3,861.06 
TXN Texas Instruments Inc
-2.1%
-$769.62 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.04%
-$3,120.64 
CRM Salesforce Inc
-2.02%
-$56.8 
CTSH Cognizant Technology Solutions Corporation
-2%
-$190.8 
PSCI Invesco S&P SmallCap Industrials ETF
-1.91%
-$56.19 
EQIX Equinix, Inc.
-1.9%
-$74,943.88 
SLV iShares Silver Trust
-1.88%
-$94.35 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.87%
-$88.2 
MDT Medtronic plc
-1.86%
-$370.57 
VPL Vanguard FTSE Pacific ETF
-1.83%
-$28,947.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.78%
-$63 
BN Brookfield Corporation
-1.69%
-$3,706.01 
IEMG iShares Core MSCI Emerging Markets ETF
-1.65%
-$71.28 
HHH Howard Hughes Holdings Inc.
-1.58%
-$363.8 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$255.85 
HCMLY Holcim Ltd. Unsponsored ADR
-1.55%
-$36.96 
EUFN iShares MSCI Europe Financials ETF
-1.52%
-$28.75 
AMGN Amgen Inc.
-1.52%
-$17,971.76 
ACN Accenture plc Class A
-1.51%
-$228.37 
CSX CSX Corporation
-1.48%
-$160.3 
UNH UnitedHealth Group Incorporated
-1.45%
-$1,494 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.44%
-$4,870.27 
VOO Vanguard S&P 500 ETF
-1.42%
-$1,275.47 
IEFA iShares Core MSCI EAFE ETF
-1.37%
-$86.79 
IBM International Business Machines Corporation
-1.36%
-$196.04 
CET Central Securities Corporation
-1.35%
-$2,155.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.35%
-$607.24 
MSFT Microsoft Corp.
-1.33%
-$171,408.75 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.33%
-$113.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.32%
-$18,767.88 
LHX L3Harris Technologies, Inc.
-1.27%
-$393 
MA Mastercard Incorporated
-1.24%
-$24.48 
CSCO Cisco Systems, Inc.
-1.23%
-$9,953 
ZTS Zoetis Inc.
-1.22%
-$40 
RSP Invesco S&P 500 Equal Weight ETF
-1.16%
-$43.74 
VGK Vanguard FTSE Europe ETF
-1.16%
-$16,834.08 
ADSK Autodesk, Inc.
-1.02%
-$189.24 
DORM Dorman Products Inc.
-1.01%
-$25,307.22 
FECCF Frontera Energy Corporation
-0.95%
-$34.93 
VIG Vanguard Dividend Appreciation ETF
-0.91%
-$852 
GD General Dynamics Corporation
-0.88%
-$43,335.06 
JEPI JPMorgan Equity Premium Income Fund
-0.88%
-$79.87 
EFV iShares MSCI EAFE Value ETF
-0.85%
-$87.11 
ICE Intercontinental Exchange, Inc.
-0.81%
-$17.1 
PLD Prologis Inc.
-0.79%
-$39.78 
LMT Lockheed Martin Corporation
-0.78%
-$3,477.6 
JIVE JPMorgan International Value ETF
-0.78%
-$29.86 
HDUS Hartford Disciplined US Equity ETF
-0.75%
-$32.17 
JPM JPMorgan Chase & Co.
-0.71%
-$1,933.28 
AZO AutoZone Inc.
-0.66%
-$103.65 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$24.84 
V Visa Inc. Class A
-0.6%
-$448.84 
PSMT PriceSmart Inc.
-0.59%
-$11.44 
BRK.B Berkshire Hathaway Inc.
-0.58%
-$44,245.64 
NVS Novartis AG Sponsored ADR
-0.56%
-$13.28 
LLY Eli Lilly and Company
-0.53%
-$16,284.79 
AMAT Applied Materials, Inc.
-0.52%
-$15.42 
CP Canadian Pacific Kansas City Limited
-0.42%
-$328.32 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.34%
-$14.94 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$34.66 
NERD Roundhill Video Games ETF
-0.27%
-$3.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.25%
-$46.2 
GOLF Acushnet Holdings Corp.
-0.18%
-$67,433.9 
EXE Expand Energy Corporation
-0.15%
-$5.59 
PFE Pfizer Inc.
-0.12%
-$339.42 
MSI Motorola Solutions, Inc.
-0.1%
-$49.14 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$9.27 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$1.62 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$1.37 
ADP Automatic Data Processing Inc.
-0.03%
-$121.8 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 478/704 67% | Profit Factor 6.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,953.65 |
| Average Win $97,372.09 | Best Trade (Jun 09) $3.25M | Sharpe Ratio -7.71 |
| Average Loss -$30,747.58 | Worst Trade (Jun 10) -$1.45M | Z-Score 4.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy $56,242.76 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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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Option values are updated at end of day.
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