Anne Wright

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
Tracking: 0 Updated: Oct 23 at 04:31 PM
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:
49.41%
Gain +0.63%
Monthly
1.2%
Yearly
15.36%
Drawdown
16.33%
$176.26M
Equity
Holdings
$176.26M
Investment
$139.18M
$57.81M
Profit +$888,457.53
Realized
$20.73M
Unrealized
$37.08M
Dividends
$6.3M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.63%
Profit
$888,457.53
Win %
69%
This Week
Compared To Last Week
Gain
0.39%
Profit
$683,917.44
Win %
69%
This Month
Compared to last month
Gain
4.13%
Profit
$7M
Win %
69%
This Year
Compared to last year
Gain
8.45%
Profit
$13.73M
Win %
69%
Matador Resources Company logo
MTDR Matador Resources Company
+6.99%
+$1.31M
Devon Energy Corporation logo
DVN Devon Energy Corporation
+5.04%
+$66,682.24
Holcim Ltd. Unsponsored ADR logo
HCMLY Holcim Ltd. Unsponsored ADR
+4.98%
+$101.64
ConocoPhillips logo
COP ConocoPhillips
+4.64%
+$83,310.98
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+4.34%
+$583.1
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
+3.5%
+$68.82
Micron Technology Inc. logo
MU Micron Technology Inc.
+3.37%
+$548.82
Chevron Corporation logo
CVX Chevron Corporation
+2.94%
+$39,956.68
Kinder Morgan Inc. logo
KMI Kinder Morgan Inc.
+2.92%
+$1,477.5
BP Plc Sponsored ADR logo
BP BP Plc Sponsored ADR
+2.87%
+$6,082.97
ExxonMobil Holdings Corporation logo
XOM ExxonMobil Holdings Corporation
+2.82%
+$103,034.52
Dow Inc. logo
DOW Dow Inc.
+2.77%
+$557.04
American Tower Corporation logo
AMT American Tower Corporation
+2.69%
+$73,356.01
Energy Transfer LP logo
ET Energy Transfer LP
+2.27%
+$441.35
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+2.17%
+$20,606.04
Intel Corporation logo
INTC Intel Corporation
+1.97%
+$18.54
Texas Instruments Inc. logo
TXN Texas Instruments Inc.
+1.96%
+$701.95
Permian Basin Royalty Trust logo
PBT Permian Basin Royalty Trust
+1.86%
+$1,147
Roche Holding AG logo
RHHBY Roche Holding AG
+1.84%
+$2.2
Black Stone Minerals, L.P. logo
BSM Black Stone Minerals, L.P.
+1.83%
+$92,837.61
Amphenol Corp. Class A Common Stock logo
APH Amphenol Corp. Class A Common Stock
+1.79%
+$14,630.08
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+1.64%
+$321
Applied Materials Inc. logo
AMAT Applied Materials Inc.
+1.62%
+$78.94
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+1.55%
+$10,955.75
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+1.53%
+$7,570.01
Freeport-McMoRan Inc. logo
FCX Freeport-McMoRan Inc.
+1.47%
+$19.95
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
+1.43%
+$18.38
Oracle Corporation logo
ORCL Oracle Corporation
+1.43%
+$51,517.99
Expand Energy Corp logo
EXE Expand Energy Corp
+1.42%
+$56.72
Lundin Mining Corporation logo
LUNMF Lundin Mining Corporation
+1.36%
+$101.66
Howard Hughes Holdings Inc. logo
HHH Howard Hughes Holdings Inc.
+1.04%
+$244.8
The Mosaic Company logo
MOS The Mosaic Company
+0.84%
+$7.97
Phillips 66 logo
PSX Phillips 66
+0.8%
+$6,834.97
Microsoft Corporation Common Stock logo
MSFT Microsoft Corporation Common Stock
+0.6%
+$97,753.52
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
+0.59%
+$35.2
Frontera Energy Corporation logo
FECCF Frontera Energy Corporation
+0.58%
+$11.22
Stryker Corp. logo
SYK Stryker Corp.
+0.57%
+$8.8
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.55%
+$151.72
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.46%
+$60.32
National Fuel Gas Company logo
NFG National Fuel Gas Company
+0.44%
+$14.2
iShares MSCI Emerging Markets ex China ETF logo
EMXC iShares MSCI Emerging Markets ex China ETF
+0.42%
+$18.62
Abbott Laboratories logo
ABT Abbott Laboratories
+0.4%
+$11,931.41
Bunge Global SA logo
BG Bunge Global SA
+0.38%
+$402.48
EagleRock Land, LLC Class A logo
EROK EagleRock Land, LLC Class A
+0.37%
+$140
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.3%
+$48.53
Seaport Entertainment Group Inc. logo
SEG Seaport Entertainment Group Inc.
+0.29%
+$2.34
Cullen/Frost Bankers, Inc. logo
CFR Cullen/Frost Bankers, Inc.
+0.25%
+$158.8
Vertiv Holdings Co Class A Common Stock logo
VRT Vertiv Holdings Co Class A Common Stock
+0.23%
+$63.9
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.21%
+$8.64
AB Emerging Markets Opportunities ETF logo
EMOP AB Emerging Markets Opportunities ETF
+0.19%
+$64.17
Deere & Company logo
DE Deere & Company
+0.18%
+$3.42
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+0.18%
+$99.96
Prologis, Inc. logo
PLD Prologis, Inc.
+0.17%
+$3.08
Digital Realty Trust Inc. logo
DLR Digital Realty Trust Inc.
+0.17%
+$1.74
CME Group Inc. Class A Common Stock logo
CME CME Group Inc. Class A Common Stock
+0.15%
+$1.36
Acuity Inc. logo
AYI Acuity Inc.
+0.12%
+$3,419.03
Tencent Holdings Ltd UNS ADR logo
TCEHY Tencent Holdings Ltd UNS ADR
+0.12%
+$2.16
Vanguard FTSE Pacific ETF logo
VPL Vanguard FTSE Pacific ETF
+0.09%
+$46.4
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.09%
+$18.15
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund logo
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$18.93
Stellar Bancorp Inc. logo
STEL Stellar Bancorp Inc.
+0.03%
+$2
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
+0.01%
+$0.99
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
LIN
LIN
0%
$0
00BL
00BLP1HW5
0%
$0
UL
UL
0%
$0
SSB
SSB
0%
$0
Dollar Tree Inc. logo
DLTR Dollar Tree Inc.
-5.64%
-$7.39
Dollar General Corp. logo
DG Dollar General Corp.
-5.55%
-$106,011.04
T-Mobile US Inc. logo
TMUS T-Mobile US Inc.
-5.52%
-$70.08
Cognizant Technology Solutions Corp. Class A Common Stock logo
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.38%
-$581.4
Accenture plc logo
ACN Accenture plc
-4.32%
-$971.79
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-3.64%
-$91.04
DICK'S Sporting Goods, Inc. logo
DKS DICK'S Sporting Goods, Inc.
-3.56%
-$2,684.57
United Airlines Holdings, Inc. logo
UAL United Airlines Holdings, Inc.
-3.54%
-$75.81
Six Flags Entertainment Corp. logo
FUN Six Flags Entertainment Corp.
-3.45%
-$6
Corteva Inc. logo
CTVA Corteva Inc.
-2.88%
-$7.03
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-2.84%
-$38,057.42
Ross Stores Inc. logo
ROST Ross Stores Inc.
-2.82%
-$133,913.85
The Clorox Company logo
CLX The Clorox Company
-2.81%
-$4,915.26
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-2.69%
-$61.74
Everus Construction Group, Inc. logo
ECG Everus Construction Group, Inc.
-2.67%
-$95.83
Nestle S.A. Sponsored ADR logo
NSRGY Nestle S.A. Sponsored ADR
-2.57%
-$4,755.27
PriceSmart, Inc. logo
PSMT PriceSmart, Inc.
-2.55%
-$48.07
General Electric Company logo
GE General Electric Company
-2.52%
-$88.8
Dorman Products, Inc. logo
DORM Dorman Products, Inc.
-2.44%
-$39,881.35
TPG Inc. Class A Common Stock logo
TPG TPG Inc. Class A Common Stock
-2.4%
-$420.69
Mondelēz International, Inc. Class A Common Stock logo
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.38%
-$1,282.87
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-2.37%
-$2,271.64
The Coca-Cola Company logo
KO The Coca-Cola Company
-2.16%
-$41,931.3
Southwest Airlines Co. logo
LUV Southwest Airlines Co.
-2.12%
-$1,335
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.1%
-$73,589.12
The Procter & Gamble Company logo
PG The Procter & Gamble Company
-2.04%
-$23,467.75
Eagle Materials Inc. logo
EXP Eagle Materials Inc.
-2.02%
-$10.83
McDonald's Corporation logo
MCD McDonald's Corporation
-1.96%
-$1,242.02
Airbus SE logo
EADSY Airbus SE
-1.94%
-$16.96
PACCAR Inc. logo
PCAR PACCAR Inc.
-1.92%
-$14.7
Salesforce, Inc. logo
CRM Salesforce, Inc.
-1.91%
-$76.64
O'Reilly Automotive Inc. logo
ORLY O'Reilly Automotive Inc.
-1.88%
-$77.85
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.83%
-$43.12
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
-1.82%
-$25.8
Johnson & Johnson logo
JNJ Johnson & Johnson
-1.8%
-$61,932.18
Mastercard Inc. Class A Common Stock logo
MA Mastercard Inc. Class A Common Stock
-1.8%
-$45.6
Vanguard Consumer Staples ETF logo
VDC Vanguard Consumer Staples ETF
-1.76%
-$2,105.04
Norfolk Southern Corp. logo
NSC Norfolk Southern Corp.
-1.74%
-$5.89
Hyatt Hotels Corporation Class A Common Stock logo
H Hyatt Hotels Corporation Class A Common Stock
-1.68%
-$11.92
AutoZone, Inc. logo
AZO AutoZone, Inc.
-1.67%
-$273
American International Group, Inc. logo
AIG American International Group, Inc.
-1.66%
-$55,578.08
Vertex Pharmaceuticals Incorporated Common Stock logo
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.64%
-$280.64
United Rentals Inc. logo
URI United Rentals Inc.
-1.62%
-$71.8
Nuveen Municipal Value Fund, Inc. logo
NUV Nuveen Municipal Value Fund, Inc.
-1.61%
-$2,970
Conagra Brands Inc. logo
CAG Conagra Brands Inc.
-1.59%
-$360
Waters Corporation logo
WAT Waters Corporation
-1.58%
-$21.54
RTX Corporation logo
RTX RTX Corporation
-1.56%
-$8,262.81
Reddit Inc. Class A Common Stock logo
RDDT Reddit Inc. Class A Common Stock
-1.55%
-$9.34
Danaher Corp. logo
DHR Danaher Corp.
-1.54%
-$209.45
CSX Corporation logo
CSX CSX Corporation
-1.51%
-$212.16
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-1.48%
-$63,797.34
Hexcel Corporation logo
HXL Hexcel Corporation
-1.46%
-$14.28
Roundhill Video Games ETF logo
NERD Roundhill Video Games ETF
-1.44%
-$21.67
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-1.43%
-$4,168.09
Zoetis Inc. Class A Common Stock logo
ZTS Zoetis Inc. Class A Common Stock
-1.4%
-$45.8
Visa Inc. Class A logo
V Visa Inc. Class A
-1.34%
-$1,354.7
Xcel Energy Inc. logo
XEL Xcel Energy Inc.
-1.33%
-$1,993.95
Costco Wholesale Corp logo
COST Costco Wholesale Corp
-1.29%
-$144.44
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.25%
-$18.5
Marsh & McLennan Companies, Inc. logo
MRSH Marsh & McLennan Companies, Inc.
-1.24%
-$17.25
The Charles Schwab Corporation logo
SCHW The Charles Schwab Corporation
-1.24%
-$20,263.16
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
-1.23%
-$18,915.83
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-1.23%
-$10,356.52
Sanofi ADR logo
SNY Sanofi ADR
-1.23%
-$41.2
Brookfield Corporation logo
BN Brookfield Corporation
-1.2%
-$2,213.98
Akre Focus ETF logo
AKRE Akre Focus ETF
-1.18%
-$778.87
Lamb Weston Holdings, Inc. logo
LW Lamb Weston Holdings, Inc.
-1.16%
-$320
Walmart Inc. logo
WMT Walmart Inc.
-1.16%
-$380.8
Autodesk Inc. logo
ADSK Autodesk Inc.
-1.15%
-$243.19
Canadian Pacific Kansas City Ltd. logo
CP Canadian Pacific Kansas City Ltd.
-1.1%
-$864
AECOM logo
ACM AECOM
-1.1%
-$1.34
Capital One Financial Corp. logo
COF Capital One Financial Corp.
-1.1%
-$15.61
Brookfield Asset Management Ltd. Class A Limited Voting Shares logo
BAM Brookfield Asset Management Ltd. Class A Limited Voting Shares
-1.07%
-$406.47
Liberty Live Holdings, Inc. logo
LLYVK Liberty Live Holdings, Inc.
-1.07%
-$72.36
Encompass Health Corporation logo
EHC Encompass Health Corporation
-1.05%
-$10.64
iShares Silver Trust logo
SLV iShares Silver Trust
-1.05%
-$44.2
International Paper Co. logo
IP International Paper Co.
-1.04%
-$350
Triple Flag Precious Metals Corp. logo
TFPM Triple Flag Precious Metals Corp.
-1.04%
-$39,991.9
The Progressive Corporation logo
PGR The Progressive Corporation
-0.98%
-$182.66
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
-0.93%
-$18.15
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
-0.92%
-$182.12
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.9%
-$1,866.15
Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR logo
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.9%
-$1,526.41
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.89%
-$2.41
Ameren Corporation logo
AEE Ameren Corporation
-0.87%
-$8.55
CVS Health Corporation Common Stock logo
CVS CVS Health Corporation Common Stock
-0.86%
-$648
Equinix, Inc. logo
EQIX Equinix, Inc.
-0.84%
-$29,895.69
iShares MSCI Europe Financials ETF logo
EUFN iShares MSCI Europe Financials ETF
-0.84%
-$16
MDU Resources Group Inc. logo
MDU MDU Resources Group Inc.
-0.83%
-$24
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.82%
-$35,242.14
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
-0.8%
-$202.5
Central Securities Corporation logo
CET Central Securities Corporation
-0.75%
-$1,275.12
Wells Fargo & Company logo
WFC Wells Fargo & Company
-0.73%
-$18,780.68
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
-0.72%
-$4,502.37
S&P Global Inc. logo
SPGI S&P Global Inc.
-0.72%
-$13.04
Sprott Physical Gold and Silver Trust logo
CEF Sprott Physical Gold and Silver Trust
-0.72%
-$42
Exelixis Inc. logo
EXEL Exelixis Inc.
-0.71%
-$465
Acushnet Holdings Corp. logo
GOLF Acushnet Holdings Corp.
-0.71%
-$22,499.36
Medtronic plc logo
MDT Medtronic plc
-0.69%
-$169.51
Veralto Corporation logo
VLTO Veralto Corporation
-0.67%
-$10.5
White Mountains Insurance Group, Ltd. logo
WTM White Mountains Insurance Group, Ltd.
-0.66%
-$4,819.76
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.66%
-$644
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.62%
-$1,368
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.61%
-$24.03
First National Bank Alaska logo
FBAK First National Bank Alaska
-0.61%
-$920
Vanguard FTSE Europe ETF logo
VGK Vanguard FTSE Europe ETF
-0.6%
-$8,787.98
Bank of America Corporation logo
BAC Bank of America Corporation
-0.59%
-$17.03
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.59%
-$27.37
Duke Energy Corporation logo
DUK Duke Energy Corporation
-0.59%
-$367.5
Atmos Energy Corporation logo
ATO Atmos Energy Corporation
-0.58%
-$1,139.28
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
-0.58%
-$21
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.55%
-$34.65
General Dynamics Corp. logo
GD General Dynamics Corp.
-0.47%
-$23,045.47
Realty Income Corp. logo
O Realty Income Corp.
-0.46%
-$1,216.8
Berkshire Hathaway Inc. logo
BRK.B Berkshire Hathaway Inc.
-0.45%
-$38,765.88
Alphabet Inc logo
GOOGL Alphabet Inc
-0.43%
-$4,610.7
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
-0.42%
-$1.2
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.42%
-$7,383.57
The Walt Disney Company logo
DIS The Walt Disney Company
-0.41%
-$12.22
iShares 10+ Year Investment Grade Corporate Bond ETF logo
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.4%
-$45.41
Apple Inc. logo
AAPL Apple Inc.
-0.4%
-$71,849.48
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.39%
-$34.47
Invesco S&P SmallCap Industrials ETF logo
PSCI Invesco S&P SmallCap Industrials ETF
-0.36%
-$9.83
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.34%
-$35.91
Alphabet Inc logo
GOOG Alphabet Inc
-0.33%
-$32,922.39
Vanguard FTSE Developed Markets ETF logo
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$145.35
UnitedHealth Group Inc. logo
UNH UnitedHealth Group Inc.
-0.32%
-$350.72
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
-0.31%
-$285.95
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-0.3%
-$7.35
Vanguard Total Stock Market ETF logo
VTI Vanguard Total Stock Market ETF
-0.27%
-$932.99
Vanguard Total International Stock ETF logo
VXUS Vanguard Total International Stock ETF
-0.27%
-$3,760.9
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$9.59
Amrize Ltd logo
AMRZ Amrize Ltd
-0.25%
-$5,867.7
Middlesex Water Company logo
MSEX Middlesex Water Company
-0.25%
-$77
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-0.25%
-$5.52
Imperial Brands PLC Sponsored ADR logo
IMBBY Imperial Brands PLC Sponsored ADR
-0.23%
-$13.59
Carrier Global Corp. logo
CARR Carrier Global Corp.
-0.23%
-$1.3
Netflix Inc. logo
NFLX Netflix Inc.
-0.21%
-$47.57
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$23.87
JPMorgan International Value ETF logo
JIVE JPMorgan International Value ETF
-0.18%
-$6.92
Extra Space Storage Inc. logo
EXR Extra Space Storage Inc.
-0.16%
-$1.38
Vanguard Total Bond Market ETF logo
BND Vanguard Total Bond Market ETF
-0.15%
-$22.66
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.14%
-$148.11
NXP Semiconductors N.V. logo
NXPI NXP Semiconductors N.V.
-0.1%
-$1.68
iShares 1-5 Year Investment Grade Corporate Bond ETF logo
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$2.48
Invesco BulletShares 2029 Corporate Bond ETF logo
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$2.43
AbbVie Inc. logo
ABBV AbbVie Inc.
-0.08%
-$1,432.73
Schwab Short-Term U.S. Treasury ETF logo
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$843.21
Fifth Third Bancorp logo
FITB Fifth Third Bancorp
-0.07%
-$0.44
First Financial Bankshares Inc. logo
FFIN First Financial Bankshares Inc.
-0.07%
-$492.9
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
-0.05%
-$98.4
GE Vernova Inc. logo
GEV GE Vernova Inc.
-0.04%
-$2.04
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$39.87
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Dividends

Dividend Analysis

Yearly
$
Trades
815
Longs Won
564/815 69%
Profit Factor
12.26
Profitability
Shorts Won
0/0 0%
Standard Deviation
$338,373.88
Average Win
$111,609.4
Best Trade
(Jun 30) $6.14M
Sharpe Ratio
-37.74
Average Loss
-$20,458.37
Worst Trade
(Mar 31) -$645,098.11
Z-Score
7 (100%)
Commissions
$0
Avg. Trade Length
1y 4m 1w 3d
Expectancy
$70,935.76
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 8,621 7,759 6,897 6,034 5,172 4,310 3,448 2,586 1,724 862
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
00BL
00BLP1HW5
43 $14,350 $14,350 - - -
0.0
Apple Inc. logo
AAPL Apple Inc.
51,505 $11.26M $17.86M - $6.6M 58.59%
-0.401%
AbbVie Inc. logo
ABBV AbbVie Inc.
6,229 $1.3M $1.78M - $471,006.7 36.12%
-0.081%
Abbott Laboratories logo
ABT Abbott Laboratories
29,101 $3.88M $3M - -$884,514.68 -22.8%
+0.4%
AECOM logo
ACM AECOM
2 $140 $120.32 - -$19.68 -14.06%
-1.101%
Accenture plc logo
ACN Accenture plc
87 $30,529 $21,538.59 - -$8,990.41 -29.45%
-4.317%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
2,019 $578,545.22 $617,228.49 - $38,683.27 6.69%
-0.724%
Autodesk Inc. logo
ADSK Autodesk Inc.
83 $20,208.63 $20,917.66 - $709.03 3.51%
-1.149%
Ameren Corporation logo
AEE Ameren Corporation
9 $1,017 $971.91 - -$45.09 -4.43%
-0.872%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
15 $2,052 $1,941.45 - -$110.55 -5.39%
-0.926%
American International Group, Inc. logo
AIG American International Group, Inc.
40,274 $2.95M $3.29M - $335,277.37 11.35%
-1.662%
Akre Focus ETF logo
AKRE Akre Focus ETF
1,097 $71,864 $65,468.96 - -$6,395.04 -8.9%
-1.176%
Applied Materials Inc. logo
AMAT Applied Materials Inc.
13 $6,603 $4,961.48 - -$1,641.52 -24.86%
+1.617%
Amgen Inc. Common Stock logo
AMGN Amgen Inc. Common Stock
3,433 $1.07M $1.52M - $443,558.96 41.34%
-1.232%
Amrize Ltd logo
AMRZ Amrize Ltd
58,677 $2.96M $2.31M - -$654,389.63 -22.09%
-0.254%
American Tower Corporation logo
AMT American Tower Corporation
15,032 $3.26M $2.8M - -$452,324.53 -13.9%
+2.688%
Amazon.com Inc logo
AMZN Amazon.com Inc
7,088 $1.15M $1.77M - $613,107.36 53.12%
-0.416%
Amphenol Corp. Class A Common Stock logo
APH Amphenol Corp. Class A Common Stock
11,168 $138,393.86 $830,675.84 - $692,281.98 500.23%
+1.793%
Atmos Energy Corporation logo
ATO Atmos Energy Corporation
1,128 $131,017.33 $195,031.2 - $64,013.87 48.86%
-0.581%
Broadcom Inc. logo
AVGO Broadcom Inc.
85 $13,480.32 $27,627.12 - $14,146.8 104.94%
+0.552%
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anne Wright?
The largest contributions to the portfolio's profits come from the following stocks: Acushnet Holdings Corp - $8.52M, Microsoft Corporation Common Stock - $3.42M, Matador Resources Company - $2.35M, The Goldman Sachs Group, Inc - $1.26M, and Triple Flag Precious Metals Corp - $1.08M. 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 - $195,821.4, PepsiCo, Inc - $57,274.9, FactSet Research Systems Inc - $24,970, Intel Corporation - $16,185.19, and Howard Hughes Holdings Inc - $11,677.19. 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 $6.3M earned over time. The largest contributors to dividend income include Matador Resources Company - $937,542.8, Black Stone Minerals, L.P - $812,549.31, American Tower Corporation - $260,777.2, PepsiCo, Inc - $229,113.98, and Microsoft Corporation Common Stock - $224,336.46. 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.
Account USV