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:
33.72%
Gain +1.13%
Monthly
0.69%
Yearly
8.62%
Drawdown
19.21%
$106.01M
Equity
Holdings
$106.01M
Investment
$64.38M
$43.66M
Profit +$1.52M
Realized
$2.03M
Unrealized
$41.62M
Dividends
$4.16M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$1.52M
Win %
79%
This Week
Compared To Last Week
Gain
1.45%
Profit
$1.52M
Win %
79%
This Month
Compared to last month
Gain
-2.01%
Profit
-$2.17M
Win %
79%
This Year
Compared to last year
Gain
4.17%
Profit
$4.4M
Win %
79%
LRCX Lam Research Corporation
+5.97%
+$262,700.9 
AVGO Broadcom Inc.
+3.21%
+$157,988.52 
NVDA NVIDIA Corporation
+3.03%
+$335,583.53 
AMZN Amazon.com Inc
+2.97%
+$164,069.69 
CWEN Clearway Energy Inc.
+2.82%
+$12,195.8 
GOOGL Alphabet Inc
+2.74%
+$264,846.8 
MAGS Roundhill Magnificent Seven Fund
+2.43%
+$18,943.2 
MSFT Microsoft Corp.
+2.15%
+$166,938.76 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$245,144.46 
AAPL Apple Inc.
+1.64%
+$180,421.1 
VT Vanguard Total World Stock ETF
+1.53%
+$62,598.88 
NFLX Netflix, Inc.
+1.4%
+$56,283.75 
NLY Annaly Capital Management, Inc.
+1.32%
+$5,553.5 
PCEF Invesco CEF Income Composite ETF
+1.14%
+$3,634.46 
F-PD Ford Motor Company 6.500% Notes
+0.41%
+$1,647.09 
NEE NextEra Energy, Inc.
+0.35%
+$6,337.2 
FHI Federated Hermes Inc.
+0.25%
+$1,683.88 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$1,324.7 
GENVR Gen Digital Inc. Contingent Value Right
-3.91%
-$832.97 
XOM Exxon Mobil Corporation
-3.73%
-$61,136.64 
LOPE Grand Canyon Education Inc.
-3.57%
-$54,319.42 
VDE Vanguard Energy ETF
-3.02%
-$135,753.16 
MRK Merck & Co., Inc.
-2.96%
-$47,809.57 
PR Permian Resources Corporation
-2.38%
-$7,935.23 
JNJ Johnson & Johnson
-2.3%
-$74,472.51 
CPRT Copart Inc.
-1.99%
-$16,219.22 
CBSH Commerce Bancshares, Inc.
-1.5%
-$20,844.1 
KHC The Kraft Heinz Company
-1.19%
-$2,907.29 
STWD Starwood Property Trust Inc.
-1.08%
-$2,444.07 
UNM Unum Group
-0.9%
-$8,694.02 
PFE Pfizer Inc.
-0.34%
-$1,732.32 
WMT Walmart Inc.
-0.31%
-$8,874.27 
CSCO Cisco Systems, Inc.
-0.11%
-$1,932.1 Events
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Dividends
Dividend Analysis
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| Trades 168 | Longs Won 100/168 59% | Profit Factor 19.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $948,613.14 |
| Average Win $460,389 | Best Trade (Jun 15) $6.79M | Sharpe Ratio -11.11 |
| Average Loss -$35,044.73 | Worst Trade (Jun 12) -$699,919.7 | Z-Score 0.41 (31.76%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 4d | Expectancy $259,856.3 |
| 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% | 0.16% |
| Consecutive Losing Trades | 3,021 | 2,719 | 2,417 | 2,115 | 1,813 | 1,511 | 1,208 | 906 | 604 | 302 |
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Returns
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Option values are updated at end of day.
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