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:
40.9%
Gain +0.3%
Monthly
1.07%
Yearly
13.58%
Drawdown
16.33%
$210.35M
Equity
Holdings
$210.35M
Investment
$175.79M
$46.69M
Profit +$450,461.07
Realized
$12.13M
Unrealized
$34.56M
Dividends
$6.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$450,461.07
Win %
73%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.54M
Win %
73%
This Month
Compared to last month
Gain
-0.39%
Profit
-$831,254.27
Win %
73%
This Year
Compared to last year
Gain
5.67%
Profit
$11.3M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$254,544.33 
ETN Eaton Corporation plc
+7.32%
+$1,358.88 
GOOG Alphabet Inc
+6.88%
+$726,816.74 
GOOGL Alphabet Inc
+6.73%
+$73,476.9 
VRT Vertiv Holdings Co
+6.18%
+$1,997.94 
CBOE Cboe Global Markets Inc.
+4.62%
+$82.26 
META Meta Platforms Inc Class A
+3.28%
+$5,480.8 
MTDR Matador Resources Company
+3.27%
+$525,498.52 
MSFT Microsoft Corp.
+3.02%
+$434,341.48 
NVDA NVIDIA Corporation
+2.93%
+$2,443.88 
LYB LyondellBasell Industries N.V.
+2.71%
+$492 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$261 
MSEX Middlesex Water Company
+2.67%
+$819.5 
CVX Chevron Corporation
+2.35%
+$27,092.88 
ORLY O'Reilly Automotive Inc.
+2.28%
+$89.55 
BP BP p.l.c. Sponsored ADR
+2.26%
+$4,239 
TPG TPG Inc.
+2.25%
+$363.84 
TTEK Tetra Tech, Inc.
+2.19%
+$35.5 
EOG EOG Resources, Inc.
+2.19%
+$219.42 
DVN Devon Energy Corporation
+2.17%
+$35,656.32 
CSCO Cisco Systems, Inc.
+2.14%
+$16,341.75 
ECG Everus Construction Group, Inc.
+2.02%
+$92.13 
CET Central Securities Corporation
+1.99%
+$3,157.44 
LHX L3Harris Technologies, Inc.
+1.9%
+$516 
CRM Salesforce Inc
+1.83%
+$52.96 
ORCL Oracle Corporation
+1.81%
+$68,054.91 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$1,131.45 
EXE Expand Energy Corporation
+1.74%
+$69.23 
ZTS Zoetis Inc.
+1.66%
+$50.4 
KMI Kinder Morgan, Inc.
+1.64%
+$780 
ACN Accenture plc Class A
+1.61%
+$228.81 
LMT Lockheed Martin Corporation
+1.5%
+$7,249.2 
TCEHY Tencent Holdings Ltd UNS ADR
+1.45%
+$31.68 
GE General Electric Company
+1.42%
+$60.36 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$2,374.4 
COP ConocoPhillips
+1.22%
+$18,172.86 
WFC Wells Fargo & Company
+1.19%
+$31,744.44 
BN Brookfield Corporation
+1.19%
+$2,406.5 
AMAT Applied Materials, Inc.
+1.18%
+$35.4 
ITW Illinois Tool Works Inc.
+1.15%
+$9,798.75 
MSI Motorola Solutions, Inc.
+1.14%
+$576.81 
BG Bunge Global S.A.
+1.1%
+$1,197.12 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$46.06 
BSM Black Stone Minerals, L.P.
+1.01%
+$51,576.45 
URI United Rentals, Inc.
+0.99%
+$31.89 
ADP Automatic Data Processing Inc.
+0.98%
+$5,257.68 
BAM Brookfield Asset Management Inc.
+0.92%
+$350.68 
WMB The Williams Companies, Inc.
+0.89%
+$8,831.34 
GOLF Acushnet Holdings Corp.
+0.88%
+$349,069.6 
SCHW Charles Schwab Corporation
+0.87%
+$16,591.12 
IBM International Business Machines Corporation
+0.86%
+$99.32 
GEV GE Vernova Inc.
+0.85%
+$24.93 
CP Canadian Pacific Kansas City Limited
+0.83%
+$630.72 
MCD McDonald's Corporation
+0.82%
+$589.6 
HDUS Hartford Disciplined US Equity ETF
+0.81%
+$35.38 
PSMT PriceSmart Inc.
+0.79%
+$16.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$30.24 
VOO Vanguard S&P 500 ETF
+0.71%
+$646.39 
DOW Dow Inc.
+0.67%
+$126.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$102.12 
FFIN First Financial Bankshares Inc.
+0.63%
+$5,428.06 
ET Energy Transfer L.P.
+0.59%
+$116.4 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$50.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$19.8 
APH Amphenol Corporation
+0.55%
+$2,540.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,810.02 
PSX Phillips 66
+0.51%
+$3,251.82 
PSCI Invesco S&P SmallCap Industrials ETF
+0.51%
+$15.13 
Q Qnity Electronics Inc.
+0.51%
+$43.56 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$18.2 
SNY Sanofi American Depositary Receipt
+0.44%
+$15.2 
CSX CSX Corporation
+0.42%
+$48.09 
PFE Pfizer Inc.
+0.4%
+$1,131.4 
RTX RTX Corporation
+0.39%
+$2,278.92 
AVGO Broadcom Inc.
+0.37%
+$100.8 
PG Procter & Gamble Co
+0.37%
+$3,551 
BRK.B Berkshire Hathaway Inc.
+0.36%
+$29,183.71 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$30.97 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$660 
TIGO Millicom International Cellular S.A.
+0.33%
+$0.93 
AZO AutoZone Inc.
+0.32%
+$48.4 
GD General Dynamics Corporation
+0.32%
+$17,391.1 
JPM JPMorgan Chase & Co.
+0.27%
+$813.1 
HIG-PG The Hartford Financial Services Group, Inc.
+0.24%
+$0.78 
CME CME Group Inc.
+0.21%
+$1.71 
JNJ Johnson & Johnson
+0.21%
+$6,822.69 
WMT Walmart Inc.
+0.09%
+$26.1 
ABT Abbott Laboratories
+0.09%
+$2,653.92 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$9.45 
STEL Stellar Bancorp Inc.
+0.03%
+$2 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$5.41 LIN
LIN
0%
$0 00BL
00BLP1HW5
0%
$0 8308
83088MAK8
0%
$0 UL
UL
0%
$0 SSB
SSB
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.29M 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$14.1 
MU Micron Technology, Inc.
-5.9%
-$929.34 
IP International Paper Company
-5.38%
-$2,320 
EXEL Exelixis Inc.
-5.25%
-$2,940 
HCMLY Holcim Ltd. Unsponsored ADR
-3.5%
-$87.12 
CAG Conagra Brands Inc.
-3.46%
-$780 
NERD Roundhill Video Games ETF
-3.19%
-$45.44 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$108,459.42 
MOS Mosaic Company
-2.85%
-$35.75 
AYI Acuity Brands Inc.
-2.8%
-$82,926.36 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$7.68 
EQIX Equinix, Inc.
-2.7%
-$105,174.75 
ABBV AbbVie Inc.
-2.51%
-$40,301.63 
LUNMF Lundin Mining Corporation
-2.45%
-$218.86 
ICE Intercontinental Exchange, Inc.
-2.42%
-$56.85 
NSRGY Nestle S.A. Sponsored ADR
-2.42%
-$4,416.88 
SLV iShares Silver Trust
-2.13%
-$96.9 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$129 
FUN Six Flags Entertainment Corporation
-2.09%
-$8.88 
DKS Dick's Sporting Goods, Inc.
-2%
-$2,028 
NFLX Netflix, Inc.
-2%
-$496.4 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$121.55 
LW Lamb Weston Holdings, Inc.
-1.87%
-$500 
UAL United Airlines Holdings, Inc.
-1.8%
-$46.83 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,760.43 
IMBBY Imperial Brands PLC Sponsored ADR
-1.64%
-$95.13 
GLD SPDR Gold Shares
-1.49%
-$3,371.99 
HHH Howard Hughes Holdings Inc.
-1.46%
-$323 
NVS Novartis AG Sponsored ADR
-1.45%
-$36.64 
AMRZ Amrize Ltd.
-1.39%
-$33,932.13 
LUV Southwest Airlines Co.
-1.38%
-$945 
DD DuPont de Nemours, Inc.
-1.32%
-$81.49 
FCX Freeport-McMoRan Inc.
-1.28%
-$17.01 
CLX The Clorox Company
-1.24%
-$2,368.8 
MDLZ Mondelez International, Inc.
-1.22%
-$635.25 
NEE NextEra Energy, Inc.
-1.15%
-$61.61 
TXN Texas Instruments Inc
-1.08%
-$383.54 
PLD Prologis Inc.
-1.08%
-$53.72 
KO The Coca-Cola Company
-1.02%
-$18,584.1 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$15,828.61 
WTM White Mountains Insurance Group Ltd.
-0.99%
-$6,786.04 
EW Edwards Lifesciences Corporation
-0.98%
-$45.05 
XOM Exxon Mobil Corporation
-0.97%
-$31,559.31 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$133.4 
PGR Progressive Corporation
-0.87%
-$135.78 
O Realty Income Corporation
-0.87%
-$2,903.04 
ATO Atmos Energy Corporation
-0.85%
-$1,669.43 
KMB Kimberly-Clark Corporation
-0.8%
-$751.52 
CVS CVS Health Corporation
-0.75%
-$632 
MA Mastercard Incorporated
-0.74%
-$17 
DUK Duke Energy Corporation
-0.67%
-$420 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$121 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$303.62 
AMGN Amgen Inc.
-0.64%
-$8,513.87 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$41.58 
GS The Goldman Sachs Group, Inc.
-0.63%
-$31,790.83 
AMT American Tower Corporation
-0.63%
-$16,535.35 
PM Philip Morris International Inc.
-0.61%
-$27.14 
DHR Danaher Corporation
-0.61%
-$70.21 
ROST Ross Stores, Inc.
-0.59%
-$30,976.56 
PBT Permian Basin Royalty Trust
-0.54%
-$296 
LLY Eli Lilly and Company
-0.53%
-$16,391.62 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$57.19 
JIVE JPMorgan International Value ETF
-0.46%
-$18.48 
PEP PepsiCo, Inc.
-0.46%
-$11,002.88 
VGK Vanguard FTSE Europe ETF
-0.44%
-$6,601.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$15,734.09 
SEG Seaport Entertainment Group, Inc.
-0.42%
-$3.96 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$460.6 
AIG American International Group Inc.
-0.39%
-$12,608.01 
MDT Medtronic plc
-0.37%
-$77.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$356 
DG Dollar General Corporation
-0.35%
-$6,269.36 
ADSK Autodesk, Inc.
-0.33%
-$63.91 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$33.46 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$39.14 
COST Costco Wholesale Corporation
-0.24%
-$22.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$3,043.44 
NFG National Fuel Gas Company
-0.19%
-$6.4 
FECCF Frontera Energy Corporation
-0.19%
-$3.94 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6.66 
MDU MDU Resources Group, Inc.
-0.1%
-$3 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.09%
-$3.96 
AKRE Akre Focus ETF
-0.09%
-$54.85 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$147.6 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$1.62 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$1 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$468.46 
V Visa Inc. Class A
-0.04%
-$32.06 
XEL Xcel Energy Inc.
-0.04%
-$56.97 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1.1 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1.08 
DORM Dorman Products, Inc.
-0.01%
-$392.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$15.95 
FBAK First National Bank Alaska
-0.01%
-$9.2 Events
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Dividends
Dividend Analysis
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| Trades 704 | Longs Won 501/704 71% | Profit Factor 7.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $289,141.3 |
| Average Win $108,179.69 | Best Trade (Aug 03) $3.58M | Sharpe Ratio -10.92 |
| Average Loss -$37,073.41 | Worst Trade (Aug 28) -$3.02M | Z-Score 6.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $66,322.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,682 | 5,114 | 4,545 | 3,977 | 3,409 | 2,841 | 2,273 | 1,705 | 1,136 | 568 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 00BL 00BLP1HW5 | 43 | $14,350 | $14,350 | - | - | - | 0.0 |
| 8308 83088MAK8 | 4,000 | $3,977 | $3,977 | - | - | - | 0.0 |
| AAPL Apple Inc. | 52,497 | $11.46M | $16.22M | - | $4.76M | 41.57% | -7.354% |
| ABBV AbbVie Inc. | 6,229 | $1.3M | $1.56M | - | $259,096.18 | 19.87% | -2.513% |
| ABT Abbott Laboratories | 29,488 | $3.93M | $3.12M | - | -$813,698.91 | -20.7% | +0.085% |
| ACN Accenture plc Class A | 87 | $30,529 | $14,435.04 | - | -$16,093.96 | -52.72% | +1.611% |
| ADP Automatic Data Processing Inc. | 2,030 | $581,107.89 | $540,913.78 | - | -$40,194.11 | -6.92% | +0.982% |
| ADSK Autodesk, Inc. | 83 | $20,208.63 | $19,438.6 | - | -$770.03 | -3.81% | -0.328% |
| AIG American International Group Inc. | 40,671 | $2.98M | $3.2M | - | $215,935.7 | 7.25% | -0.393% |
| AKRE Akre Focus ETF | 1,097 | $71,864 | $63,066.53 | - | -$8,797.47 | -12.24% | -0.087% |
| AMAT Applied Materials, Inc. | 6 | $1,542 | $3,046.02 | - | $1,504.02 | 97.54% | +1.176% |
| AMGN Amgen Inc. | 3,433 | $1.07M | $1.32M | - | $249,216.83 | 23.23% | -0.64% |
| AMRZ Amrize Ltd. | 49,177 | $2.47M | $2.41M | - | -$64,648.81 | -2.62% | -1.391% |
| AMT American Tower Corporation | 15,032 | $3.26M | $2.61M | - | -$649,093.41 | -19.94% | -0.631% |
| AMZN Amazon.com Inc | 7,055 | $1.15M | $1.92M | - | $769,633.1 | 67.14% | +15.321% |
| APH Amphenol Corporation | 11,548 | $143,102.82 | $463,940.9 | - | $320,838.08 | 224.2% | +0.551% |
| ATO Atmos Energy Corporation | 1,128 | $131,017.33 | $194,895.84 | - | $63,878.51 | 48.76% | -0.849% |
| AVGO Broadcom Inc. | 70 | $7,814.03 | $27,249.6 | - | $19,435.57 | 248.73% | +0.371% |
| AYI Acuity Brands Inc. | 8,766 | $1.95M | $2.88M | - | $932,617.49 | 47.92% | -2.8% |
| AZO AutoZone Inc. | 5 | $12,928 | $15,081.25 | - | $2,153.25 | 16.66% | +0.322% |
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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: Microsoft Corp - $3.43M, Matador Resources Company - $2.38M, The Goldman Sachs Group, Inc - $1.19M, Triple Flag Precious Metals Corp - $1.08M, and Black Stone Minerals, L.P - $819,293.26. 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, FactSet Research Systems Inc - $24,970, Intel Corporation - $16,185.19, 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 $6.01M earned over time. The largest contributors to dividend income include Matador Resources Company - $938,977.17, Black Stone Minerals, L.P - $812,549.31, American Tower Corporation - $233,869.92, Microsoft Corp - $224,753.24, and PepsiCo, Inc - $214,836.42. 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.
