CMO
Catherine M. O'Brien Portfolio
Invests via Boxwood Ventures Inc. | Managed by Catherine M. O'Brien
Invests via Boxwood Ventures Inc.
Managed by Catherine M. O'Brien
Automatically Tracked
Catherine M. O'Brien Profile
Catherine M. O'Brien is an accomplished operating executive with significant expertise in managing corporate operations and strategic initiatives within the consumer products sector. Leveraging her extensive background, she has successfully driven growth for several prominent brands through effective leadership and innovation in operational efficiency. Her approach focuses on aligning business processes to meet market demands while enhancing profitability. With a strong track record of executing turnaround strategies and fostering team development, she plays a pivotal role in steering organizations toward their financial goals. As a key figure in organizational transformation, Catherine continues to influence industry standards while building lasting partnerships that support sustainable growth.
Catherine M. O'Brien is an accomplished operating executive with significant expertise in managing corporate operations and strategic initiatives within the consumer products sector. Leveraging her extensive background, she has successfully driven growth for several prominent brands through effective leadership and innovation in operational efficiency. Her approach focuses on aligning business processes to meet market demands while enhancing profitability. With a strong track record of executing turnaround strategies and fostering team development, she plays a pivotal role in steering organizations toward their financial goals. As a key figure in organizational transformation, Catherine continues to influence industry standards while building lasting partnerships that support sustainable growth.
Investment Philosophy & Strategy
The competitive landscape of the consumer products industry requires adaptive strategies and innovative execution. With a robust foundation in operational management, Catherine M. O'Brien emphasizes scalable efficiencies that align with market dynamics. Her commitment to fostering cross-functional teams drives performance enhancement across organizations. Recognizing growth opportunities through value-driven initiatives, she adopts a forward-thinking approach, prioritizing customer satisfaction and brand loyalty as essential components for long-term success. This focus on execution and transformation positions her as a key contributor to achieving strategic objectives while navigating challenges within an ever-evolving marketplace.
The competitive landscape of the consumer products industry requires adaptive strategies and innovative execution. With a robust foundation in operational management, Catherine M. O'Brien emphasizes scalable efficiencies that align with market dynamics. Her commitment to fostering cross-functional teams drives performance enhancement across organizations. Recognizing growth opportunities through value-driven initiatives, she adopts a forward-thinking approach, prioritizing customer satisfaction and brand loyalty as essential components for long-term success. This focus on execution and transformation positions her as a key contributor to achieving strategic objectives while navigating challenges within an ever-evolving marketplace.
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:
123.08%
Gain -0.65%
Monthly
1.51%
Yearly
19.66%
Drawdown
27%
$174.67M
Equity
Holdings
$174.67M
Investment
$128.63M
$48.35M
Profit -$875,461.59
Realized
$2.27M
Unrealized
$46.07M
Dividends
$4.68M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$875,461.59
Win %
68%
This Week
Compared To Last Week
Gain
0.36%
Profit
$624,485.13
Win %
68%
This Month
Compared to last month
Gain
0.81%
Profit
$1.4M
Win %
68%
This Year
Compared to last year
Gain
4.22%
Profit
$7.08M
Win %
68%
PFE Pfizer Inc.
+2.25%
+$11,933.76 
JNJ Johnson & Johnson
+2.19%
+$75,280.53 
WMT Walmart Inc.
+1.23%
+$31,548.17 
MRK Merck & Co., Inc.
+1.21%
+$23,328.36 
AMZN Amazon.com Inc
+1.08%
+$67,581.12 
NFLX Netflix, Inc.
+0.85%
+$29,267.55 
AAPL Apple Inc.
+0.45%
+$56,240.05 
LOPE Grand Canyon Education Inc.
+0.42%
+$6,708.65 
GEN Gen Digital Inc.
-3.03%
-$9,675.87 
SAN Banco Santander S.A. Sponsored ADR
-2.28%
-$5,193.6 
CWEN Clearway Energy Inc.
-2.15%
-$7,722.66 
NLY Annaly Capital Management, Inc.
-2.14%
-$7,564.25 
LRCX Lam Research Corporation
-1.91%
-$76,616.22 
CBSH Commerce Bancshares, Inc.
-1.9%
-$25,961.52 
F Ford Motor Company
-1.67%
-$3,751.7 
PR Permian Resources Corporation
-1.59%
-$6,058.07 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$97,306.88 
UNM Unum Group
-1.28%
-$12,234.1 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$401,606.54 
FHI Federated Hermes Inc.
-1.1%
-$7,258.12 
NEE NextEra Energy, Inc.
-1.02%
-$16,793.58 
MET MetLife Inc.
-1%
-$22,755.23 
NVDA NVIDIA Corporation
-0.96%
-$123,452.15 
VDE Vanguard Energy ETF
-0.95%
-$23,629.91 
CPRT Copart Inc.
-0.88%
-$6,234.08 
KHC The Kraft Heinz Company
-0.7%
-$1,556.06 
VT Vanguard Total World Stock ETF
-0.7%
-$69,420.42 
AVGO Broadcom Inc.
-0.7%
-$33,863.88 
VTEB Vanguard Tax-Exempt Bond ETF
-0.68%
-$3,260.8 
MAGS Roundhill Magnificent Seven Fund
-0.59%
-$5,220 
PCEF Invesco CEF Income Composite ETF
-0.54%
-$1,690.82 
GOOGL Alphabet Inc
-0.54%
-$50,280.29 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.45%
-$70,971.93 
XOM Exxon Mobil Corporation
-0.38%
-$6,904.32 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$48,680.03 
MSFT Microsoft Corp.
-0.27%
-$28,343.05 
CSCO Cisco Systems, Inc.
-0.2%
-$3,343.74 Events
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Dividends
Dividend Analysis
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| Trades 180 | Longs Won 106/180 58% | Profit Factor 11.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $500,712.38 | Best Trade (Oct 07) $6.92M | Sharpe Ratio -8.83 |
| Average Loss -$63,875.93 | Worst Trade (Oct 07) -$1.22M | Z-Score 2.37 (98.22%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 6d | Expectancy $268,603.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 2,732 | 2,459 | 2,186 | 1,913 | 1,639 | 1,366 | 1,093 | 820 | 546 | 273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,745 | $5.47M | $12.65M | - | $7.18M | 131.26% | +0.447% |
| AMZN Amazon.com Inc | 24,486 | $3.04M | $6.34M | - | $3.31M | 108.96% | +1.077% |
| AVGO Broadcom Inc. | 12,876 | $3.11M | $4.81M | - | $1.7M | 54.62% | -0.7% |
| CBSH Commerce Bancshares, Inc. | 24,963 | $1.44M | $1.34M | - | -$95,252.41 | -6.63% | -1.899% |
| CPRT Copart Inc. | 26,528 | $807,777.6 | $705,246.88 | - | -$102,530.72 | -12.69% | -0.876% |
| CSCO Cisco Systems, Inc. | 14,538 | $791,303.34 | $1.71M | - | $919,964.64 | 116.26% | -0.195% |
| CWEN Clearway Energy Inc. | 11,701 | $308,266.22 | $351,849.07 | - | $43,582.85 | 14.14% | -2.148% |
| EEM iShares MSCI Emerging Markets ETF | 110,576 | $7.56M | $7.45M | - | -$112,787.52 | -1.49% | -1.289% |
| F Ford Motor Company | 18,301 | $218,879.96 | $220,984.57 | - | $2,104.61 | 0.96% | -1.669% |
| FHI Federated Hermes Inc. | 11,613 | $381,835.44 | $649,573.15 | - | $267,737.71 | 70.12% | -1.105% |
| GEN Gen Digital Inc. | 14,023 | $264,053.09 | $310,048.53 | - | $45,995.44 | 17.42% | -3.026% |
| GOOGL Alphabet Inc | 26,888 | $2.76M | $9.3M | - | $6.54M | 236.81% | -0.538% |
| JNJ Johnson & Johnson | 13,467 | $2.24M | $3.51M | - | $1.26M | 56.29% | +2.194% |
| KHC The Kraft Heinz Company | 10,039 | $374,009.14 | $219,603.12 | - | -$154,406.02 | -41.28% | -0.704% |
| LOPE Grand Canyon Education Inc. | 10,321 | $1.09M | $1.61M | - | $521,623.34 | 47.83% | +0.418% |
| LRCX Lam Research Corporation | 11,990 | $866,037.7 | $3.93M | - | $3.06M | 353.41% | -1.914% |
| MAGS Roundhill Magnificent Seven Fund | 12,000 | $469,800 | $881,580 | - | $411,780 | 87.65% | -0.589% |
| MET MetLife Inc. | 23,459 | $1.98M | $2.26M | - | $271,655.22 | 13.69% | -0.998% |
| MRK Merck & Co., Inc. | 13,563 | $1.02M | $1.95M | - | $929,743.65 | 91.27% | +1.212% |
| MSFT Microsoft Corp. | 19,890 | $5.7M | $10.5M | - | $4.8M | 84.3% | -0.269% |
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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 Catherine M. O'Brien?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $814,352.73, Vanguard Energy ETF - $795,604.19, Apple Inc - $725,229.85, NVIDIA Corporation - $721,158.67, and MetLife Inc - $633,043.55. 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: Medical Properties Trust, Inc - $405,951.02, Intel Corporation - $353,152.22, Kroger Co - $266,681.21, PBF Energy Inc - $185,353.74, and Service Properties Trust - $165,929.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine M. O'Brien's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.68M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $708,379.51, Vanguard Energy ETF - $395,743.19, Johnson & Johnson - $341,954.33, Microsoft Corp - $310,233.52, and MetLife Inc - $263,142.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine M. O'Brien's monthly returns?
Catherine M. O'Brien'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 Catherine M. O'Brien's strategy be considered aggressive or moderate?
Catherine M. O'Brien'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 Catherine M. O'Brien's strategy?
Catherine M. O'Brien'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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