DM
Daniel McEnroe Portfolio
Invests via Azimuth Capital Investment Management LLC | Managed by Daniel McEnroe, Ted N. Haddad, Janet (Jan) M. Hewlett, Paul I. Ragheb, Mark E. Van Faussien, William (Bill) C. Gough, Al Freeman, Scott Thomas, Ben Upward
Invests via Azimuth Capital Investment Management LLC
Managed by Daniel McEnroe, Ted N. Haddad, Janet (Jan) M. Hewlett, Paul I. Ragheb, Mark E. Van Faussien, William (Bill) C. Gough, Al Freeman, Scott Thomas, Ben Upward
Automatically Tracked
Daniel McEnroe Profile
Daniel McEnroe is a seasoned investor and entrepreneur recognized for his strategic insights in technology commercialization and venture funding. With an extensive background in startup development, he has played key roles in founding and scaling innovative companies across diverse sectors. His expertise encompasses guiding early-stage ventures towards operational excellence while fostering strong industry partnerships to drive growth. By leveraging a deep understanding of market dynamics, he positions himself as a critical player in shaping the future trajectory of startups within competitive landscapes.
Daniel McEnroe is a seasoned investor and entrepreneur recognized for his strategic insights in technology commercialization and venture funding. With an extensive background in startup development, he has played key roles in founding and scaling innovative companies across diverse sectors. His expertise encompasses guiding early-stage ventures towards operational excellence while fostering strong industry partnerships to drive growth. By leveraging a deep understanding of market dynamics, he positions himself as a critical player in shaping the future trajectory of startups within competitive landscapes.
Investment Philosophy & Strategy
Operating within the vibrant landscape of startup ventures, Daniel McEnroe brings a dynamic blend of entrepreneurial vision and investment acumen. His focus is primarily on identifying transformative opportunities that leverage technological advancements to meet evolving market demands. By cultivating synergistic partnerships, he enhances business models that align with sustainable growth trajectories. The emphasis is placed on operational effectiveness and strategic scaling, ensuring his portfolio reflects strong potential for innovation-driven success. As an advocate for fostering next-generation solutions, his approach champions disruptive ideas poised to reshape industries.
Operating within the vibrant landscape of startup ventures, Daniel McEnroe brings a dynamic blend of entrepreneurial vision and investment acumen. His focus is primarily on identifying transformative opportunities that leverage technological advancements to meet evolving market demands. By cultivating synergistic partnerships, he enhances business models that align with sustainable growth trajectories. The emphasis is placed on operational effectiveness and strategic scaling, ensuring his portfolio reflects strong potential for innovation-driven success. As an advocate for fostering next-generation solutions, his approach champions disruptive ideas poised to reshape industries.
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:
36.17%
Gain +0.25%
Monthly
0.86%
Yearly
10.85%
Drawdown
13.55%
$1.79B
Equity
Holdings
$1.79B
Investment
$1.2B
$719.46M
Profit +$5.56M
Realized
$137.07M
Unrealized
$582.38M
Dividends
$88.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$5.56M
Win %
71%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$10.7M
Win %
71%
This Month
Compared to last month
Gain
1.19%
Profit
$21.02M
Win %
71%
This Year
Compared to last year
Gain
12.32%
Profit
$195.88M
Win %
71%
INTC Intel Corporation
+6.48%
+$535,716.5 
NOK Nokia Corporation Sponsored ADR
+5%
+$1.07M 
AMD Advanced Micro Devices, Inc.
+4.75%
+$3.04M 
QCOM QUALCOMM Incorporated
+4.28%
+$84,013.62 
SCHW Charles Schwab Corporation
+2.73%
+$7,620.58 
NEM Newmont Corporation
+2.69%
+$21,040 
AMAT Applied Materials, Inc.
+2.64%
+$120,795.48 
AXP American Express Company
+2.18%
+$67,012 
SYK Stryker Corporation
+2.11%
+$353,115.97 
WY Weyerhaeuser Company
+2.1%
+$115,083.54 
GIS General Mills, Inc.
+2.04%
+$2,973.9 
PM Philip Morris International Inc.
+2.04%
+$14,628 
HBAN Huntington Bancshares Incorporated
+1.86%
+$13,469.76 
BBY Best Buy Co., Inc.
+1.85%
+$133,061.5 
GIL Gildan Activewear Inc.
+1.83%
+$221,002.95 
MBWM Mercantile Bank Corporation
+1.81%
+$9,005.22 
TMUS T-Mobile US, Inc.
+1.78%
+$196,356.07 
UNP Union Pacific Corporation
+1.65%
+$194,705.42 
STT State Street Corp
+1.63%
+$264,955.52 
WFC Wells Fargo & Company
+1.62%
+$698,068.83 
GLW Corning Incorporated
+1.59%
+$22,761 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$228,709.89 
VNOM Viper Energy Inc. Class A Common Stock
+1.56%
+$60,836.2 
DE Deere & Company
+1.53%
+$31,444.28 
BAC Bank of America Corporation
+1.52%
+$673,778.28 
DAL Delta Air Lines, Inc.
+1.5%
+$5,565.75 
CPAY Corpay, Inc.
+1.49%
+$151,429.42 
CAT Caterpillar Inc.
+1.48%
+$136,396.8 
CVS CVS Health Corporation
+1.46%
+$75,316.92 
GPC Genuine Parts Company
+1.46%
+$4,770.55 
PAYX Paychex Inc.
+1.39%
+$55,309.02 
TXN Texas Instruments Inc
+1.36%
+$236,288.32 
ADI Analog Devices, Inc.
+1.35%
+$15,857.79 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$704,698.6 
O Realty Income Corporation
+1.32%
+$47,158.35 
C Citigroup Inc.
+1.27%
+$234,303.06 
APD Air Products and Chemicals, Inc.
+1.26%
+$44,492 
RMD ResMed Inc.
+1.22%
+$130,761.37 
DCI Donaldson Company, Inc.
+1.22%
+$5,616 
EUFN iShares MSCI Europe Financials ETF
+1.2%
+$272,262.5 
DVY iShares Select Dividend ETF
+1.19%
+$2,914.62 
ITW Illinois Tool Works Inc.
+1.17%
+$10,933.62 
AFL Aflac Inc.
+1.16%
+$62,633.25 
ESS Essex Property Trust, Inc.
+1.13%
+$3,815.99 
TYL Tyler Technologies Inc.
+1.13%
+$51,152.13 
DTE DTE Energy Company
+1.12%
+$13,323.7 
UL Unilever PLC Sponsored American Depositary Receipt
+1.08%
+$2,090.97 
ABNB Airbnb, Inc.
+1.08%
+$13,959 
JNJ Johnson & Johnson
+1.07%
+$233,052.15 
ATO Atmos Energy Corporation
+1.02%
+$2,458.12 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$47,530.81 
IWD iShares Russell 1000 Value ETF
+1.02%
+$38,907.29 
PNW Pinnacle West Capital Corporation
+1.02%
+$25,480 
IJR iShares Core S&P Small-Cap ETF
+1%
+$16,749.02 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,202.19 
APH Amphenol Corporation
+0.95%
+$256,610.85 
PPG PPG Industries Inc.
+0.95%
+$5,660.48 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
ALL Allstate Corporation
+0.93%
+$8,343.5 
NDSN Nordson Corporation
+0.9%
+$30,645.24 
IWM iShares Russell 2000 ETF
+0.9%
+$12,515.74 
FTNT Fortinet Inc.
+0.88%
+$7,918.46 
ED Consolidated Edison, Inc.
+0.86%
+$3,542 
RSG Republic Services, Inc.
+0.86%
+$133,829.35 
PG Procter & Gamble Co
+0.85%
+$89,334.66 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$56,948.3 
GE General Electric Company
+0.81%
+$19,321.13 
SO The Southern Company
+0.8%
+$78,776.3 
CVX Chevron Corporation
+0.75%
+$145,257.36 
SNA Snap-on Inc.
+0.75%
+$4,530.22 
KMB Kimberly-Clark Corporation
+0.75%
+$12,932.92 
SBUX Starbucks Corporation
+0.75%
+$88,118.82 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$17,244.4 
HD The Home Depot, Inc.
+0.73%
+$104,287.21 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$8,566.61 
ROP Roper Technologies Inc.
+0.7%
+$2,419.57 
KHC The Kraft Heinz Company
+0.7%
+$1,663.11 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$45,875.04 
INGR Ingredion Inc.
+0.65%
+$1,197.9 
YUM Yum! Brands, Inc.
+0.65%
+$83,438 
CSQ Calamos Strategic Total Return Fund
+0.65%
+$1,415.05 
ECL Ecolab Inc.
+0.65%
+$34,608.69 
EMR Emerson Electric Co.
+0.64%
+$62,173.93 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$156,651.74 
DOW Dow Inc.
+0.62%
+$2,055.69 
GNTX Gentex Corporation
+0.62%
+$15,734.4 
CNI Canadian National Railway Company
+0.61%
+$23,593.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$92,290.02 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$125,222.4 
AEP American Electric Power Company, Inc.
+0.59%
+$1,558 
CMI Cummins Inc.
+0.59%
+$99,532.53 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,839.91 
VOO Vanguard S&P 500 ETF
+0.58%
+$25,804.51 
EADSY Airbus SE
+0.56%
+$78,108.02 
FHN First Horizon Corporation
+0.56%
+$2,128 
HON Honeywell International Inc.
+0.55%
+$14,182.41 
IWB iShares Russell 1000 ETF
+0.55%
+$5,414.58 
HSY The Hershey Company
+0.48%
+$126,863.49 
MSI Motorola Solutions, Inc.
+0.47%
+$6,512.55 
PGR Progressive Corporation
+0.43%
+$3,645.88 
ROST Ross Stores, Inc.
+0.43%
+$70,350.42 
CINF Cincinnati Financial Corporation
+0.42%
+$3,016.08 
WMT Walmart Inc.
+0.41%
+$115,488.5 
ROK Rockwell Automation, Inc.
+0.41%
+$34,652.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$5,128.75 
PEP PepsiCo, Inc.
+0.4%
+$117,137.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$24,217.86 
BMY Bristol-Myers Squibb Company
+0.4%
+$26,497.58 
FAST Fastenal Co.
+0.39%
+$78,576.66 
GD General Dynamics Corporation
+0.38%
+$68,872.95 
AMGN Amgen Inc.
+0.34%
+$22,134.5 
SLB Schlumberger Limited
+0.31%
+$50,797.78 
AVY Avery Dennison Corporation
+0.31%
+$1,340.15 
EFA iShares MSCI EAFE ETF
+0.31%
+$13,548.16 
ADP Automatic Data Processing Inc.
+0.23%
+$15,483.6 
BP BP p.l.c. Sponsored ADR
+0.21%
+$5,591.34 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$854 
PFE Pfizer Inc.
+0.15%
+$15,238.36 
GWW W.W. Grainger, Inc.
+0.14%
+$1,674.25 
SHW The Sherwin-Williams Company
+0.13%
+$14,341.32 
PH Parker-Hannifin Corporation
+0.12%
+$830.5 
MSFT Microsoft Corp.
+0.1%
+$102,322 
KO The Coca-Cola Company
+0.1%
+$12,484.08 
IAU iShares Gold Trust
+0.09%
+$1,926.68 
CL Colgate-Palmolive Company
+0.07%
+$3,037.12 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$2,109.9 
TJX The TJX Companies, Inc.
+0.05%
+$2,964.48 
PANW Palo Alto Networks, Inc.
+0.03%
+$4,995.07 
MCD McDonald's Corporation
+0.01%
+$491.77 
00206R102
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0%
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0%
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78463X889
0%
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78464A300
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78464A862
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78468R622
0%
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79466L302
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81762P102
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82509L107
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84857L101
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87612E106
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87873R101
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88146M101
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0%
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AZN
0%
$0 
BAM
0%
$0 
CMA Comerica Inc.
0%
$0 
G1151C101
0%
$0 
G29183103
0%
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0%
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G54950103
0%
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JCI
0%
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M22465104
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Q
0%
$0 
XXX571748
0%
$0 
ADSK Autodesk, Inc.
-3.47%
-$494,480.7 
WLBMF Wallbridge Mining Company Limited
-2.71%
-$19 
LLY Eli Lilly and Company
-2.41%
-$1.78M 
NKE Nike, Inc. - Class B
-2.33%
-$3,584.5 
CASY Casey's General Stores Inc.
-2.31%
-$730,704.1 
ZTS Zoetis Inc.
-2.25%
-$98,938.95 
HEI Heico Corporation
-2.23%
-$615,715.82 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$361,875.29 
ABT Abbott Laboratories
-1.68%
-$91,237.22 
TTC The Toro Company
-1.61%
-$10,253.92 
HEI-A HEICO Corporation
-1.59%
-$3,591 
NEOG Neogen Corporation
-1.57%
-$11,128.75 
LMT Lockheed Martin Corporation
-1.54%
-$97,225.58 
AAPL Apple Inc.
-1.52%
-$1.87M 
CLX The Clorox Company
-1.49%
-$59,792.84 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$20,633.65 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$262,033.6 
VEEV Veeva Systems Inc.
-1.24%
-$137,894 
AMZN Amazon.com Inc
-1.21%
-$401,136.14 
BA Boeing Company
-1.13%
-$321,789.53 
IBM International Business Machines Corporation
-0.97%
-$190,507.88 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$442,848.3 
TEAM Atlassian Corporation Class A
-0.76%
-$39,754.16 
BSX Boston Scientific Corporation
-0.59%
-$714.84 
MDLZ Mondelez International, Inc.
-0.58%
-$68,665.34 
MKC McCormick & Company, Incorporated
-0.56%
-$1,927.75 
UPS United Parcel Service, Inc.
-0.52%
-$2,486 
SYY Sysco Corporation
-0.5%
-$5,380 
NTDOY Nintendo Co., Ltd.
-0.45%
-$31,997.9 
RPM RPM International Inc.
-0.41%
-$2,914.5 
DHR Danaher Corporation
-0.36%
-$993.18 
MRVL Marvell Technology, Inc.
-0.34%
-$185,409.59 
SJM The J.M. Smucker Company
-0.32%
-$1,147 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.31%
-$1,556 
DIS The Walt Disney Company
-0.3%
-$31,278.36 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$7,295.05 
SHEL Shell plc
-0.21%
-$11,396.92 
GILD Gilead Sciences Inc.
-0.21%
-$24,594.96 
GMED Globus Medical Inc.
-0.16%
-$1,245.88 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$11,040 
INTU Intuit Inc.
-0.1%
-$6,266.96 
LOW Lowe's Companies Inc.
-0.1%
-$957.88 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$140 
GVI iShares Intermediate Government Bond ETF
-0.09%
-$911.25 
NSRGY Nestle S.A. Sponsored ADR
-0.05%
-$1,884.1 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.05%
-$128.95 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$147.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4012 | Longs Won 2656/4012 66% | Profit Factor 5.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $328,362.66 | Best Trade (Jun 11) $39.57M | Sharpe Ratio -16.92 |
| Average Loss -$112,591.03 | Worst Trade (Jun 11) -$9.58M | Z-Score -2.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 3d | Expectancy $179,326.47 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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