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:
37.93%
Gain +1.05%
Monthly
1.05%
Yearly
13.38%
Drawdown
16.34%
$208.89M
Equity
Holdings
$208.89M
Investment
$175.79M
$44.99M
Profit +$1.48M
Realized
$11.89M
Unrealized
$33.1M
Dividends
$5.6M
Goals
Avg. 99.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.05%
Profit
$1.48M
Win %
72%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$2.17M
Win %
72%
This Month
Compared to last month
Gain
-0.39%
Profit
-$823,264.61
Win %
72%
This Year
Compared to last year
Gain
4.94%
Profit
$9.84M
Win %
72%
CME CME Group Inc.
+7.15%
+$50.92 
CBOE Cboe Global Markets Inc.
+4.59%
+$75.66 
EXE Expand Energy Corporation
+3.95%
+$150.28 
MOS Mosaic Company
+3.91%
+$47.3 
IP International Paper Company
+3.91%
+$1,420 
TFPM Triple Flag Precious Metals Corp
+3.37%
+$119,679.36 
DOW Dow Inc.
+3.33%
+$642.43 
PM Philip Morris International Inc.
+3.17%
+$137.31 
NSRGY Nestle S.A. Sponsored ADR
+2.89%
+$5,343 
AMRZ Amrize Ltd.
+2.87%
+$68,847.8 
SLV iShares Silver Trust
+2.76%
+$124.53 
MTDR Matador Resources Company
+2.72%
+$488,913.18 
PBT Permian Basin Royalty Trust
+2.64%
+$1,406 
LHX L3Harris Technologies, Inc.
+2.64%
+$733 
DVN Devon Energy Corporation
+2.53%
+$41,413.33 
LMT Lockheed Martin Corporation
+2.37%
+$10,101 
FCX Freeport-McMoRan Inc.
+2.35%
+$30.87 
LYB LyondellBasell Industries N.V.
+2.3%
+$423 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.28%
+$3,968.64 
NFLX Netflix, Inc.
+2.2%
+$513.4 
CAG Conagra Brands Inc.
+2.19%
+$487.5 
CEF Sprott Physical Gold and Silver Trust
+2.12%
+$129 
DD DuPont de Nemours, Inc.
+2.1%
+$129.32 
LUNMF Lundin Mining Corporation
+2.1%
+$190.62 
ICE Intercontinental Exchange, Inc.
+2.01%
+$41.85 
NFG National Fuel Gas Company
+1.9%
+$61.6 
COP ConocoPhillips
+1.87%
+$27,572.6 
BG Bunge Global S.A.
+1.87%
+$2,342.64 
GD General Dynamics Corporation
+1.81%
+$94,795.75 
BP BP p.l.c. Sponsored ADR
+1.71%
+$3,094.47 
EOG EOG Resources, Inc.
+1.69%
+$167.32 
WMB The Williams Companies, Inc.
+1.66%
+$17,031.87 
GLD SPDR Gold Shares
+1.58%
+$3,546 
XOM Exxon Mobil Corporation
+1.54%
+$48,060.91 
TIGO Millicom International Cellular S.A.
+1.53%
+$4.53 
PSMT PriceSmart Inc.
+1.51%
+$31.02 
FECCF Frontera Energy Corporation
+1.5%
+$31.49 
XEL Xcel Energy Inc.
+1.49%
+$2,221.83 
URI United Rentals, Inc.
+1.48%
+$45.09 
MDLZ Mondelez International, Inc.
+1.44%
+$709.5 
PG Procter & Gamble Co
+1.43%
+$14,137 
KMB Kimberly-Clark Corporation
+1.42%
+$1,306.62 
PSX Phillips 66
+1.41%
+$9,033 
NEE NextEra Energy, Inc.
+1.41%
+$75.64 
ET Energy Transfer L.P.
+1.38%
+$271.6 
TTEK Tetra Tech, Inc.
+1.38%
+$21 
JNJ Johnson & Johnson
+1.37%
+$44,283.12 
LW Lamb Weston Holdings, Inc.
+1.29%
+$305 
ITW Illinois Tool Works Inc.
+1.25%
+$10,251 
ETN Eaton Corporation plc
+1.19%
+$229.92 
GS The Goldman Sachs Group, Inc.
+1.16%
+$61,570.3 
EUFN iShares MSCI Europe Financials ETF
+1.15%
+$23.25 
AYI Acuity Brands Inc.
+1.15%
+$32,784.84 
DUK Duke Energy Corporation
+1.13%
+$710 
ROST Ross Stores, Inc.
+1.13%
+$54,931.66 
RTX RTX Corporation
+1.12%
+$5,887.21 
ATO Atmos Energy Corporation
+1.11%
+$2,188.32 
IMBBY Imperial Brands PLC Sponsored ADR
+1.01%
+$57.38 
AMT American Tower Corporation
+0.97%
+$23,750.56 
CLX The Clorox Company
+0.94%
+$1,766.73 
CVX Chevron Corporation
+0.93%
+$10,669.28 
MSEX Middlesex Water Company
+0.89%
+$275 
Q Qnity Electronics Inc.
+0.89%
+$81.18 
ECG Everus Construction Group, Inc.
+0.87%
+$44.03 
PAVE Global X U.S. Infrastructure Development ETF
+0.86%
+$33.95 
KO The Coca-Cola Company
+0.85%
+$14,454.3 
EFV iShares MSCI EAFE Value ETF
+0.84%
+$88.44 
AMGN Amgen Inc.
+0.84%
+$10,539.28 
CSCO Cisco Systems, Inc.
+0.82%
+$6,187 
KMI Kinder Morgan, Inc.
+0.82%
+$397.5 
O Realty Income Corporation
+0.82%
+$2,747.52 
SNY Sanofi American Depositary Receipt
+0.8%
+$28 
FUN Six Flags Entertainment Corporation
+0.8%
+$3.36 
MDU MDU Resources Group, Inc.
+0.74%
+$23.25 
GE General Electric Company
+0.7%
+$28.44 
VDC VANGUARD CONSUMER STAPLES ETF
+0.69%
+$774.2 
CP Canadian Pacific Kansas City Limited
+0.68%
+$531.36 
JIVE JPMorgan International Value ETF
+0.66%
+$26.04 
BAM Brookfield Asset Management Inc.
+0.66%
+$243.09 
EQIX Equinix, Inc.
+0.65%
+$25,018.52 
VGK Vanguard FTSE Europe ETF
+0.65%
+$9,489.8 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
+0.64%
+$1.28 
BSM Black Stone Minerals, L.P.
+0.59%
+$29,226.65 
PEP PepsiCo, Inc.
+0.54%
+$12,550.16 
ABT Abbott Laboratories
+0.54%
+$15,776.08 
PFE Pfizer Inc.
+0.44%
+$1,244.54 
HCMLY Holcim Ltd. Unsponsored ADR
+0.44%
+$10.56 
GEHC GE HealthCare Technologies Inc.
+0.4%
+$1 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$25.08 
BN Brookfield Corporation
+0.38%
+$770.08 
RSP Invesco S&P 500 Equal Weight ETF
+0.34%
+$13.23 
PSCI Invesco S&P SmallCap Industrials ETF
+0.33%
+$10.1 
MSI Motorola Solutions, Inc.
+0.32%
+$149.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.31%
+$142.06 
EW Edwards Lifesciences Corporation
+0.3%
+$13.25 
BRK.B Berkshire Hathaway Inc.
+0.27%
+$20,710.96 
GOOG Alphabet Inc
+0.25%
+$27,528.54 
JEPI JPMorgan Equity Premium Income Fund
+0.23%
+$21.19 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.22%
+$13.97 
NVS Novartis AG Sponsored ADR
+0.2%
+$5.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$2,789.82 
MCD McDonald's Corporation
+0.19%
+$131.32 
VIG Vanguard Dividend Appreciation ETF
+0.17%
+$166 
CSX CSX Corporation
+0.17%
+$19.46 
JPM JPMorgan Chase & Co.
+0.11%
+$337.34 
GOOGL Alphabet Inc
+0.1%
+$1,111.8 
ORCL Oracle Corporation
+0.08%
+$2,946.1 
ABBV AbbVie Inc.
+0.07%
+$1,183.57 
ORLY O'Reilly Automotive Inc.
+0.03%
+$1.35 
STEL Stellar Bancorp Inc.
+0.03%
+$2 
IBM International Business Machines Corporation
+0.01%
+$1.56 
AZO AutoZone Inc.
+0.01%
+$1.35 
MU Micron Technology, Inc.
+0.01%
+$0.9 
00BLP1HW5
0%
$0 
83088MAK8
0%
$0 
HIG-PG The Hartford Financial Services Group, Inc.
0%
$0 
LIN
0%
$0 
NERD Roundhill Video Games ETF
0%
$0 
SSB
0%
$0 
UL
0%
$0 
GEV GE Vernova Inc.
-7.16%
-$231.78 
TCEHY Tencent Holdings Ltd UNS ADR
-5.62%
-$119.52 
ADSK Autodesk, Inc.
-2.99%
-$524.56 
DHR Danaher Corporation
-2.94%
-$310.93 
CRM Salesforce Inc
-2.89%
-$78.72 
META Meta Platforms Inc Class A
-2.28%
-$4,544.6 
MSFT Microsoft Corp.
-2.06%
-$261,816.26 
AIG American International Group Inc.
-1.67%
-$54,499.14 
LLY Eli Lilly and Company
-1.58%
-$49,629.17 
LUV Southwest Airlines Co.
-1.46%
-$1,065 
APH Amphenol Corporation
-1.43%
-$6,495.75 
VRT Vertiv Holdings Co
-1.39%
-$599.24 
AMZN Amazon.com Inc
-1.28%
-$22,364.35 
AMAT Applied Materials, Inc.
-1.25%
-$42.48 
PLD Prologis Inc.
-1.21%
-$61.88 
WFC Wells Fargo & Company
-1.16%
-$31,744.44 
AKRE Akre Focus ETF
-1.15%
-$691.11 
DG Dollar General Corporation
-1.14%
-$19,504.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$133.4 
SEG Seaport Entertainment Group, Inc.
-0.95%
-$9 
GOLF Acushnet Holdings Corp.
-0.89%
-$384,769.9 
AAPL Apple Inc.
-0.87%
-$149,090.96 
DORM Dorman Products, Inc.
-0.86%
-$23,149.24 
HHH Howard Hughes Holdings Inc.
-0.76%
-$171.7 
CET Central Securities Corporation
-0.75%
-$1,214.4 
TXN Texas Instruments Inc
-0.71%
-$262.25 
ADP Automatic Data Processing Inc.
-0.67%
-$3,369.8 
WMT Walmart Inc.
-0.62%
-$177.48 
PGR Progressive Corporation
-0.6%
-$89.79 
EXEL Exelixis Inc.
-0.59%
-$330 
DKS Dick's Sporting Goods, Inc.
-0.55%
-$577.98 
TPG TPG Inc.
-0.51%
-$83.38 
MA Mastercard Incorporated
-0.51%
-$11.04 
IDXX IDEXX Laboratories, Inc.
-0.48%
-$92.75 
HDUS Hartford Disciplined US Equity ETF
-0.47%
-$20.74 
UNH UnitedHealth Group Incorporated
-0.47%
-$514.18 
VPL Vanguard FTSE Pacific ETF
-0.41%
-$6,417 
UAL United Airlines Holdings, Inc.
-0.38%
-$9.45 
IEMG iShares Core MSCI Emerging Markets ETF
-0.36%
-$15.39 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$55.43 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.33%
-$15.19 
WTM White Mountains Insurance Group Ltd.
-0.32%
-$2,304.25 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.29%
-$12.65 
FFIN First Financial Bankshares Inc.
-0.29%
-$2,467.3 
NUV Nuveen Municipal Value Fund, Inc.
-0.27%
-$550 
NVDA NVIDIA Corporation
-0.25%
-$218.28 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.23%
-$8.4 
CTSH Cognizant Technology Solutions Corporation
-0.23%
-$18.36 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.21%
-$23.9 
ACN Accenture plc Class A
-0.19%
-$23.49 
MDT Medtronic plc
-0.16%
-$31.59 
TLT iShares 20+ Year Treasury Bond ETF
-0.14%
-$25.3 
AVGO Broadcom Inc.
-0.13%
-$35 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$18.54 
VOO Vanguard S&P 500 ETF
-0.12%
-$106.4 
FBAK First National Bank Alaska
-0.11%
-$167.51 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.11%
-$9.46 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.11%
-$3.24 
CFR Cullen/Frost Bankers Inc.
-0.1%
-$67.49 
TMO Thermo Fisher Scientific Inc.
-0.1%
-$3,407.95 
COST Costco Wholesale Corporation
-0.1%
-$9.4 
ZTS Zoetis Inc.
-0.1%
-$3 
V Visa Inc. Class A
-0.1%
-$80.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$2.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$331.21 
SCHW Charles Schwab Corporation
-0.08%
-$1,458.56 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$135.3 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$79.75 
CVS CVS Health Corporation
-0.05%
-$48 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$234.23 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.02%
-$10.77 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$0.27 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 704 | Longs Won 477/704 67% | Profit Factor 6.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,775.55 |
| Average Win $110,373.53 | Best Trade (Jul 22) $5.32M | Sharpe Ratio -10.92 |
| Average Loss -$33,842.48 | Worst Trade (Jul 24) -$1.73M | Z-Score 3.62 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 5d | Expectancy $63,899.37 |
| 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 | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Anne Wright?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $3.4M, Matador Resources Company - $2.25M, The Goldman Sachs Group, Inc - $1.19M, Triple Flag Precious Metals Corp - $1.08M, and Black Stone Minerals, L.P - $709,263.5. 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: Academy Sports and Outdoors, Inc - $196,259.08, FactSet Research Systems Inc - $24,970, The Clorox Company - $22,001.64, Howard Hughes Holdings Inc - $11,677.19, and APA Corporation - $11,088. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anne Wright's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.6M earned over time. The largest contributors to dividend income include Matador Resources Company - $814,254.42, Black Stone Minerals, L.P - $702,519.55, American Tower Corporation - $259,424.32, PepsiCo, Inc - $228,884.23, and Microsoft Corp - $195,733.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anne Wright's monthly returns?
Anne Wright's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Anne Wright's strategy be considered aggressive or moderate?
Anne Wright's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Anne Wright's strategy?
Anne Wright's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
