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:
46.08%
Gain +1.42%
Monthly
1.06%
Yearly
13.46%
Drawdown
17.22%
$1.84B
Equity
Holdings
$1.84B
Investment
$1.29B
$702.85M
Profit +$20.85M
Realized
$155.16M
Unrealized
$547.69M
Dividends
$92.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.42%
Profit
$20.85M
Win %
60%
This Week
Compared To Last Week
Gain
0.17%
Profit
$3.1M
Win %
60%
This Month
Compared to last month
Gain
-1.78%
Profit
-$33.31M
Win %
60%
This Year
Compared to last year
Gain
15.9%
Profit
$252.51M
Win %
61%
AMAT Applied Materials, Inc.
+7.21%
+$290,542.24 
INTC Intel Corporation
+6.79%
+$390,034.26 
MRVL Marvell Technology, Inc.
+5.91%
+$2.68M 
GLW Corning Incorporated
+5.14%
+$62,646 
AMD Advanced Micro Devices, Inc.
+4.86%
+$3.24M 
NOK Nokia Corporation Sponsored ADR
+4.12%
+$612,216.3 
TXN Texas Instruments Inc
+4.07%
+$691,764.15 
MPWR Monolithic Power Systems, Inc.
+3.94%
+$1.89M 
MRSH Marsh & McLennan Companies, Inc.
+3.54%
+$333,315.08 
APH Amphenol Corporation
+3.51%
+$688,966.08 
ADI Analog Devices, Inc.
+3.43%
+$32,550.66 
CAT Caterpillar Inc.
+3.23%
+$284,236.6 
ASML ASML Holding N.V. New York Registry Shares
+3.21%
+$637,002.24 
CMI Cummins Inc.
+2.71%
+$470,636.36 
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$503,228.96 
ROK Rockwell Automation, Inc.
+2.11%
+$175,146.75 
NEM Newmont Corporation
+1.94%
+$13,840 
EXPD Expeditors International of Washington, Inc.
+1.91%
+$10,324.25 
MBWM Mercantile Bank Corporation
+1.86%
+$9,832.23 
FTNT Fortinet Inc.
+1.63%
+$15,502.54 
SJM The J.M. Smucker Company
+1.63%
+$5,856 
GNRC Generac Holdings Inc.
+1.58%
+$278,624.64 
PH Parker-Hannifin Corporation
+1.58%
+$11,013.98 
EMR Emerson Electric Co.
+1.55%
+$138,705.24 
QCOM QUALCOMM Incorporated
+1.5%
+$20,976.64 
APD Air Products and Chemicals, Inc.
+1.45%
+$54,918.02 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$46,721.4 
DOW Dow Inc.
+1.38%
+$3,990.14 
GWW W.W. Grainger, Inc.
+1.37%
+$16,502.5 
F Ford Motor Company
+1.36%
+$27,721.19 
DE Deere & Company
+1.32%
+$27,315.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.22%
+$72,878.57 
C Citigroup Inc.
+1.21%
+$214,042.64 
GE General Electric Company
+1.19%
+$28,647.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.13%
+$14,675.6 
IAU iShares Gold Trust
+1.1%
+$23,778.67 
PSX Phillips 66
+1.01%
+$2,889.09 
NDSN Nordson Corporation
+0.97%
+$32,916.03 
STT State Street Corp
+0.95%
+$177,263.21 
ITW Illinois Tool Works Inc.
+0.92%
+$8,625 
SHEL Shell plc
+0.88%
+$44,551.2 
UPS United Parcel Service, Inc.
+0.88%
+$4,228.75 
EFA iShares MSCI EAFE ETF
+0.87%
+$38,156.54 
SNA Snap-on Inc.
+0.87%
+$5,540.84 
DCI Donaldson Company, Inc.
+0.87%
+$4,173 
DAL Delta Air Lines, Inc.
+0.84%
+$3,212.75 
CSQ Calamos Strategic Total Return Fund
+0.81%
+$1,796.03 
BP BP p.l.c. Sponsored ADR
+0.81%
+$21,218.04 
TTC The Toro Company
+0.77%
+$4,863.6 
HON Honeywell International Inc.
+0.75%
+$9,676.94 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$16,772.4 
HEI Heico Corporation
+0.69%
+$108,739.99 
IWM iShares Russell 2000 ETF
+0.68%
+$9,842 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.67%
+$1,518 
EUFN iShares MSCI Europe Financials ETF
+0.64%
+$152,424.98 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$11,870.95 
GNTX Gentex Corporation
+0.63%
+$14,740.5 
IVV iShares Core S&P 500 ETF
+0.61%
+$4,172.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$91,988.5 
VOO Vanguard S&P 500 ETF
+0.58%
+$25,295.8 
AZN AstraZeneca PLC American Depositary Shares
+0.55%
+$52,690.5 
WFC Wells Fargo & Company
+0.52%
+$155,659.5 
SBUX Starbucks Corporation
+0.48%
+$58,483 
VO Vanguard Mid-Cap ETF
+0.45%
+$1,008 
VNOM Viper Energy Inc. Class A Common Stock
+0.43%
+$31,333.66 
CASY Casey's General Stores Inc.
+0.41%
+$80,184.54 
PANW Palo Alto Networks, Inc.
+0.36%
+$81,695.65 
BAC Bank of America Corporation
+0.35%
+$125,678.91 
NSRGY Nestle S.A. Sponsored ADR
+0.34%
+$13,623.12 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.33%
+$23,067.9 
IJS iShares S&P Small-Cap 600 Value ETF
+0.32%
+$14,433.76 
GIL Gildan Activewear Inc.
+0.29%
+$59,081.28 
AMGN Amgen Inc.
+0.27%
+$17,625.72 
ROST Ross Stores, Inc.
+0.26%
+$43,422.94 
MRAAY Murata Manufacturing Co., Ltd. ADR
+0.25%
+$75,395.28 
CVX Chevron Corporation
+0.23%
+$66,130.68 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$61,209.68 
AVY Avery Dennison Corporation
+0.16%
+$683.75 
FHN First Horizon Corporation
+0.14%
+$718.37 
FAST Fastenal Co.
+0.13%
+$25,849.74 
KHC The Kraft Heinz Company
+0.12%
+$293.49 
BA Boeing Company
+0.09%
+$23,279.22 
MSI Motorola Solutions, Inc.
+0.08%
+$1,074.24 
CRWD CrowdStrike Holdings, Inc.
+0.08%
+$18,707.4 
ESS Essex Property Trust, Inc.
+0.06%
+$204 
IVE ISHARES S&P 500 VALUE ETF
+0.06%
+$804.7 
FITB Fifth Third Bancorp
+0.05%
+$970.14 
VLY Valley National Bancorp
+0.03%
+$92.5 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$186.63 
AXP American Express Company
+0.02%
+$697.55 
CVS CVS Health Corporation
+0.01%
+$1,083.84 
00206R102
0%
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26441C204
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26614N102
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37045V100
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45168D104
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$0 
45857P806
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45866F104
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46120E602
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$0 
46137V357
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$0 
46284V101
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46434G822
0%
$0 
46625H100
0%
$0 
49456B101
0%
$0 
54211Y107
0%
$0 
54338V101
0%
$0 
55354G100
0%
$0 
56585A102
0%
$0 
57636Q104
0%
$0 
58733R102
0%
$0 
58933Y105
0%
$0 
62473G102
0%
$0 
64110L106
0%
$0 
64125C109
0%
$0 
65339F101
0%
$0 
66987V109
0%
$0 
67066G104
0%
$0 
68389X105
0%
$0 
69608A108
0%
$0 
70450Y103
0%
$0 
70975L107
0%
$0 
74251V102
0%
$0 
74274F100
0%
$0 
74347B680
0%
$0 
74348A467
0%
$0 
74460D109
0%
$0 
75513E101
0%
$0 
78409V104
0%
$0 
78462F103
0%
$0 
78463V107
0%
$0 
78463X889
0%
$0 
78464A300
0%
$0 
78464A862
0%
$0 
78468R622
0%
$0 
79466L302
0%
$0 
81762P102
0%
$0 
82509L107
0%
$0 
84857L101
0%
$0 
87612E106
0%
$0 
87873R101
0%
$0 
88146M101
0%
$0 
88160R101
0%
$0 
88579Y101
0%
$0 
89417E109
0%
$0 
90353T100
0%
$0 
91324P102
0%
$0 
91913Y100
0%
$0 
92189F106
0%
$0 
92206C870
0%
$0 
92343V104
0%
$0 
92532F100
0%
$0 
92826C839
0%
$0 
92939U106
0%
$0 
93114W107
0%
$0 
94106L109
0%
$0 
95040Q104
0%
$0 
95082P105
0%
$0 
97717X701
0%
$0 
98389B100
0%
$0 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
G1151C101
0%
$0 
G29183103
0%
$0 
G54950103
0%
$0 
G5960L103
0%
$0 
G7S00T104
0%
$0 
G8473T100
0%
$0 
H1467J104
0%
$0 
H2906T109
0%
$0 
JCI
0%
$0 
N53745100
0%
$0 
PPG PPG Industries Inc.
0%
$0 
Q
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
DHR Danaher Corporation
-16.72%
-$51,371.36 
GPC Genuine Parts Company
-9.31%
-$36,377.4 
WLBMF Wallbridge Mining Company Limited
-6.1%
-$39 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$624,783.2 
INTU Intuit Inc.
-4.34%
-$241,250.11 
TEAM Atlassian Corporation Class A
-3.18%
-$156,278.35 
ADP Automatic Data Processing Inc.
-2.2%
-$173,067.9 
AAPL Apple Inc.
-2.14%
-$3.25M 
PAYX Paychex Inc.
-2.07%
-$26,834.5 
LMT Lockheed Martin Corporation
-1.96%
-$167,917.74 
ROP Roper Technologies Inc.
-1.94%
-$6,047.36 
RMD ResMed Inc.
-1.91%
-$205,430.87 
EADSY Airbus SE
-1.87%
-$200,127.6 
RSG Republic Services, Inc.
-1.86%
-$273,088.7 
TMUS T-Mobile US, Inc.
-1.69%
-$192,343.8 
SYK Stryker Corporation
-1.61%
-$274,419.46 
ADSK Autodesk, Inc.
-1.52%
-$219,193.04 
VEEV Veeva Systems Inc.
-1.52%
-$135,984.98 
GMED Globus Medical Inc.
-1.46%
-$10,687.08 
GILD Gilead Sciences Inc.
-1.33%
-$170,753.67 
NEOG Neogen Corporation
-1.25%
-$11,275 
IBM International Business Machines Corporation
-1.17%
-$176,887.5 
CPAY Corpay, Inc.
-1.17%
-$225,991.36 
MKC McCormick & Company, Incorporated
-1.06%
-$4,151.4 
MSFT Microsoft Corp.
-1.03%
-$1M 
NTDOY Nintendo Co., Ltd.
-0.99%
-$68,042.7 
HSY The Hershey Company
-0.98%
-$303,960.02 
ABT Abbott Laboratories
-0.97%
-$60,220.93 
PGR Progressive Corporation
-0.95%
-$7,593.78 
JNJ Johnson & Johnson
-0.89%
-$195,159.22 
CINF Cincinnati Financial Corporation
-0.87%
-$6,608.99 
AMZN Amazon.com Inc
-0.86%
-$228,385.44 
MDLZ Mondelez International, Inc.
-0.82%
-$91,129.5 
CL Colgate-Palmolive Company
-0.81%
-$34,513.6 
ZTS Zoetis Inc.
-0.77%
-$4,006.08 
GD General Dynamics Corporation
-0.76%
-$142,836.21 
ALL Allstate Corporation
-0.74%
-$7,749 
SLB Schlumberger Limited
-0.73%
-$180,862.32 
MCD McDonald's Corporation
-0.69%
-$43,339.36 
TJX The TJX Companies, Inc.
-0.66%
-$36,933.18 
ECL Ecolab Inc.
-0.64%
-$34,317.99 
PEP PepsiCo, Inc.
-0.6%
-$222,805.89 
YUM Yum! Brands, Inc.
-0.57%
-$120,213.28 
CLX The Clorox Company
-0.56%
-$34,653.42 
SHW The Sherwin-Williams Company
-0.54%
-$59,460.1 
WMT Walmart Inc.
-0.53%
-$127,547.97 
BBY Best Buy Co., Inc.
-0.51%
-$26,608.51 
HD The Home Depot, Inc.
-0.48%
-$68,444.8 
LOW Lowe's Companies Inc.
-0.47%
-$4,179.84 
PM Philip Morris International Inc.
-0.46%
-$3,226.25 
ABNB Airbnb, Inc.
-0.45%
-$82,027.4 
KO The Coca-Cola Company
-0.43%
-$54,610.85 
HBAN Huntington Bancshares Incorporated
-0.39%
-$2,879.52 
TSN Tyson Foods Inc.
-0.38%
-$704 
O Realty Income Corporation
-0.38%
-$15,082.93 
PG Procter & Gamble Co
-0.37%
-$39,950.9 
DTE DTE Energy Company
-0.35%
-$4,168.74 
ATO Atmos Energy Corporation
-0.34%
-$869.25 
SYY Sysco Corporation
-0.34%
-$4,042.5 
CMS CMS Energy Corporation
-0.33%
-$1,440 
ED Consolidated Edison, Inc.
-0.31%
-$1,319.62 
SCHW Charles Schwab Corporation
-0.3%
-$1,534.19 
AFL Aflac Inc.
-0.29%
-$16,792.2 
SO The Southern Company
-0.28%
-$28,412.77 
KMB Kimberly-Clark Corporation
-0.28%
-$4,878.6 
PNW Pinnacle West Capital Corporation
-0.27%
-$7,039.75 
WY Weyerhaeuser Company
-0.21%
-$14,035.75 
LLY Eli Lilly and Company
-0.19%
-$147,887.52 
IWB iShares Russell 1000 ETF
-0.17%
-$1,402.8 
BMY Bristol-Myers Squibb Company
-0.17%
-$12,015.7 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$15,730 
PFE Pfizer Inc.
-0.14%
-$14,064.65 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$9,196.32 
RPM RPM International Inc.
-0.13%
-$941.62 
IWD iShares Russell 1000 Value ETF
-0.1%
-$3,986.41 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$259.49 
DIS The Walt Disney Company
-0.09%
-$9,249.57 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$13,731.41 
DVY iShares Select Dividend ETF
-0.06%
-$141.03 
GVI iShares Intermediate Government Bond ETF
-0.05%
-$485.25 
AEP American Electric Power Company, Inc.
-0.04%
-$102.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$212.49 Events
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Dividends
Dividend Analysis
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| Trades 4278 | Longs Won 2639/4278 61% | Profit Factor 5.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $324,577.57 | Best Trade (Jul 30) $50.12M | Sharpe Ratio -335.04 |
| Average Loss -$93,780.4 | Worst Trade (Jul 27) -$10M | Z-Score -13.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w 1d | Expectancy $164,295.03 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Daniel McEnroe?
The largest contributions to the portfolio's profits come from the following stocks: Amphenol Corporation - $21.76M, Amazon.com Inc - $13.73M, BlackRock New York Municipal Income Trust - $13.59M, Reinsurance Group of America, Inc - $12.55M, and Schlumberger Limited - $12.26M. 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: DexCom, Inc - $5.08M, Walgreens Boots Alliance Inc - $4.84M, CVS Health Corporation - $4.56M, Roper Technologies Inc - $3.88M, and The Estée Lauder Companies Inc. Class A - $3.54M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel McEnroe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $92.46M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $4.51M, Pfizer Inc - $3.14M, International Business Machines Corporation - $2.99M, Microsoft Corp - $2.66M, and Chevron Corporation - $2.48M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel McEnroe's monthly returns?
Daniel McEnroe's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Daniel McEnroe's strategy be considered aggressive or moderate?
Daniel McEnroe'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 Daniel McEnroe's strategy?
Daniel McEnroe'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.
