AMM
Annette M. Marshall Portfolio
Invests via GLOBALT Investments LLC / GA | Managed by Gary Fullam, CFA, J. Keith Buchanan, CFA, Thomas A. Martin, CFA, Kimberly Woody, Veronica Adams, CFA
Invests via GLOBALT Investments LLC / GA
Managed by Gary Fullam, CFA, J. Keith Buchanan, CFA, Thomas A. Martin, CFA, Kimberly Woody, Veronica Adams, CFA
Automatically Tracked
Annette M. Marshall Profile
Senior corporate executive and investor focused on healthcare and consumer sectors, known for leading strategy, M&A and operational transformation. Annette M. Marshall brings leadership across private equity-backed and public companies, with board experience, capital-allocation oversight and growth execution. Background combines finance and operations with an MBA-level education; routinely advises management on scaling, cost optimisation, exit readiness and cross-border transactions.
Senior corporate executive and investor focused on healthcare and consumer sectors, known for leading strategy, M&A and operational transformation. Annette M. Marshall brings leadership across private equity-backed and public companies, with board experience, capital-allocation oversight and growth execution. Background combines finance and operations with an MBA-level education; routinely advises management on scaling, cost optimisation, exit readiness and cross-border transactions.
Investment Philosophy & Strategy
Combines an operationally-focused, value-oriented approach to investing in healthcare and consumer businesses. Prefers control or active minority positions where strategic and operational levers can accelerate revenue growth, margin expansion and exit value. Emphasizes rigorous diligence on commercial models, regulatory pathways and cross-border integration, and prioritizes disciplined capital allocation, milestone-based capital deployment and clear exit planning. Investment horizon is medium-to-long term, balancing growth investments with cost optimization and de-risking through staged financing and board-level governance to protect downside and maximize returns.
Combines an operationally-focused, value-oriented approach to investing in healthcare and consumer businesses. Prefers control or active minority positions where strategic and operational levers can accelerate revenue growth, margin expansion and exit value. Emphasizes rigorous diligence on commercial models, regulatory pathways and cross-border integration, and prioritizes disciplined capital allocation, milestone-based capital deployment and clear exit planning. Investment horizon is medium-to-long term, balancing growth investments with cost optimization and de-risking through staged financing and board-level governance to protect downside and maximize returns.
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:
13.88%
Gain
Monthly
0.43%
Yearly
5.25%
Drawdown
18.91%
$3B
Equity
Holdings
$3B
Investment
$2.47B
$865.96M
Profit -$11.61M
Realized
$333.8M
Unrealized
$532.16M
Dividends
$69.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$11.61M
Win %
73%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$18.14M
Win %
73%
This Month
Compared to last month
Gain
-0.4%
Profit
-$12.05M
Win %
73%
This Year
Compared to last year
Gain
7.44%
Profit
$208.02M
Win %
75%
MSGNF Man Sang International Ltd.
+646.67%
+$76.77 
ABT Abbott Laboratories
+10.93%
+$608,019.4 
CTAS Cintas Corporation
+7.05%
+$393,117.67 
INTU Intuit Inc.
+5.88%
+$41,602.05 
WM Waste Management, Inc.
+4.22%
+$317,264.56 
ADBE Adobe Inc.
+4.21%
+$9,894.15 
MRK Merck & Co., Inc.
+4.17%
+$300,446.16 
BSX Boston Scientific Corporation
+4.17%
+$14,324.1 
SYK Stryker Corporation
+3.94%
+$110,884.89 
MDLZ Mondelez International, Inc.
+3.87%
+$137,702.9 
ZTS Zoetis Inc.
+3.85%
+$26,351.42 
GPC Genuine Parts Company
+3.76%
+$162,162 
ADSK Autodesk, Inc.
+3.74%
+$61,200.1 
ADP Automatic Data Processing Inc.
+3.6%
+$203,795.24 
UNP Union Pacific Corporation
+3.49%
+$268,828.45 
ORLY O'Reilly Automotive Inc.
+3.46%
+$90,477.47 
ABBV AbbVie Inc.
+3.44%
+$205,594.7 
PM Philip Morris International Inc.
+3.33%
+$159,445.72 
PYPL PayPal Holdings Inc
+3.28%
+$9,844.38 
MO Altria Group, Inc.
+3.26%
+$142,551.7 
T AT&T Inc.
+3.22%
+$227,809.42 
PEY Invesco High Yield Equity Dividend Achievers ETF
+3.14%
+$22,961.25 
AMGN Amgen Inc.
+3.13%
+$318,030.9 
IBM International Business Machines Corporation
+3.1%
+$116,829.19 
KR Kroger Co.
+3.09%
+$107,663.5 
VZ Verizon Communications Inc.
+2.91%
+$187,230.57 
VEEV Veeva Systems Inc.
+2.73%
+$27,350.4 
WELL Welltower Inc.
+2.71%
+$83,087.58 
KO The Coca-Cola Company
+2.69%
+$239,300.46 
IOT Samsara Inc. Class A Common Stock
+2.68%
+$46,805.85 
GILD Gilead Sciences Inc.
+2.67%
+$189,702 
COST Costco Wholesale Corporation
+2.6%
+$52,781.8 
UNH UnitedHealth Group Incorporated
+2.6%
+$54,542.35 
ISRG Intuitive Surgical, Inc.
+2.54%
+$74,165.11 
WMT Walmart Inc.
+2.49%
+$312,639.6 
CASY Casey's General Stores Inc.
+2.41%
+$40,869.04 
TJX The TJX Companies, Inc.
+2.38%
+$298,278.74 
MA Mastercard Incorporated
+2.37%
+$152,227.43 
MCD McDonald's Corporation
+2.31%
+$56,995.56 
VRTX Vertex Pharmaceuticals Incorporated
+2%
+$45,438.96 
V Visa Inc. Class A
+1.94%
+$124,760.44 
SN SharkNinja, Inc.
+1.92%
+$19,330.56 
IYR iShares U.S. Real Estate ETF
+1.82%
+$15,583.05 
PG Procter & Gamble Co
+1.82%
+$13,393.56 
MSFT Microsoft Corp.
+1.78%
+$501,084.34 
VNQ Vanguard Real Estate ETF
+1.77%
+$28,975.83 
SDY SPDR S&P Dividend ETF
+1.77%
+$27,044.33 
LLY Eli Lilly and Company
+1.73%
+$295,559.25 
COWZ Pacer US Cash Cows 100 ETF
+1.65%
+$23,281.74 
DRI Darden Restaurants, Inc.
+1.59%
+$7,004.4 
USFD US Foods Holding Corp
+1.59%
+$7,590.66 
ZM Zoom Video Communications, Inc.
+1.58%
+$14,932.88 
CAH Cardinal Health Inc.
+1.57%
+$11,949.05 
JNJ Johnson & Johnson
+1.34%
+$176,913 
HAS Hasbro Inc.
+1.27%
+$35,469.48 
CVX Chevron Corporation
+1.26%
+$89,793.24 
AAPL Apple Inc.
+1.25%
+$529,372.11 
DON WisdomTree U.S. MidCap Dividend Fund
+1.13%
+$11,561.6 
TRV The Travelers Companies, Inc.
+1.11%
+$52,394.16 
ZWS Zurn Elkay Water Solutions Corporation
+1.1%
+$8,157.45 
UBER Uber Technologies, Inc.
+1.1%
+$38,612 
AZN AstraZeneca PLC American Depositary Shares
+1.09%
+$54,809.92 
HD The Home Depot, Inc.
+1.09%
+$37,253.72 
DHR Danaher Corporation
+1.07%
+$2,984.68 
DUK Duke Energy Corporation
+1.04%
+$81,300.96 
CBRE CBRE Group Inc.
+1.03%
+$7,311.68 
SO The Southern Company
+1.02%
+$67,236.37 
XOM Exxon Mobil Corporation
+1.01%
+$106,824.87 
MSI Motorola Solutions, Inc.
+1%
+$29,604.55 
ECL Ecolab Inc.
+0.94%
+$35,720.02 
XLE Energy Select Sector SPDR Fund
+0.92%
+$6,188.52 
DE Deere & Company
+0.84%
+$5,350.02 
IWS iShares Russell Mid-Cap Value ETF
+0.77%
+$321,624.36 
GPS Gap Inc-The
+0.74%
+$18,474.9 
IWD iShares Russell 1000 Value ETF
+0.72%
+$3.1M 
PID Invesco International Dividend Achievers ETF
+0.71%
+$4,725.48 
IWX iShares Russell Top 200 Value ETF
+0.65%
+$44,536.8 
EMR Emerson Electric Co.
+0.63%
+$52,958.7 
COF Capital One Financial Corporation
+0.62%
+$7,167.18 
WMB The Williams Companies, Inc.
+0.56%
+$1,629.18 
DAL Delta Air Lines, Inc.
+0.47%
+$27,618.97 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$271,219.29 
NFLX Netflix, Inc.
+0.45%
+$10,477.38 
TMO Thermo Fisher Scientific Inc.
+0.42%
+$2,357.25 
AMT American Tower Corporation
+0.39%
+$4,220.16 
WFC Wells Fargo & Company
+0.33%
+$33,402.2 
BX Blackstone Inc.
+0.28%
+$2,567.25 
HON Honeywell International Inc.
+0.26%
+$3,212.33 
LMT Lockheed Martin Corporation
+0.26%
+$13,274.04 
AXP American Express Company
+0.26%
+$6,053.53 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.24%
+$6,500.26 
LYV Live Nation Entertainment, Inc.
+0.23%
+$1,860.03 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$3,149.44 
GOOG Alphabet Inc
+0.22%
+$7,848.04 
GOOGL Alphabet Inc
+0.17%
+$61,983.46 
APA APA Corporation
+0.16%
+$5,146.95 
DVN Devon Energy Corporation
+0.14%
+$3,936.18 
ROK Rockwell Automation, Inc.
+0.1%
+$797.74 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$69,325.88 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$23.43 
NEE NextEra Energy, Inc.
+0.01%
+$350.62 
PLTR Palantir Technologies Inc.
0%
+$158.25 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
GLW Corning Incorporated
-11.13%
-$1.83M 
STX Seagate Technology Holdings plc
-10.34%
-$603,001.62 
HOOD Robinhood Markets, Inc.
-7.62%
-$158,148.31 
MU Micron Technology, Inc.
-6.55%
-$1.49M 
TER Teradyne, Inc.
-6.4%
-$68,709.73 
GE General Electric Company
-6.35%
-$36,669.78 
VST Vistra Corp
-5.71%
-$50,572.05 
FCX Freeport-McMoRan Inc.
-5.53%
-$72,525.77 
MS Morgan Stanley
-5.46%
-$737,621.93 
VRT Vertiv Holdings Co
-5.44%
-$70,223.66 
GS The Goldman Sachs Group, Inc.
-5.09%
-$302,978.9 
ORCL Oracle Corporation
-4.95%
-$168,788.8 
NRG NRG Energy, Inc.
-4.67%
-$9,922.77 
AVGO Broadcom Inc.
-4.61%
-$1.41M 
CAT Caterpillar Inc.
-4.47%
-$51,216.37 
NEM Newmont Corporation
-4.39%
-$98,083.7 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$97,713 
ETN Eaton Corporation plc
-4.38%
-$303,250.57 
DELL Dell Technologies Inc.
-4.21%
-$148,112.27 
BELFB Bel Fuse Inc.
-4.18%
-$34,707 
VIRT Virtu Financial, Inc.
-3.97%
-$315,839.03 
TXN Texas Instruments Inc
-3.93%
-$359,373.58 
HWM Howmet Aerospace Inc.
-3.8%
-$33,231 
GDX VanEck Gold Miners ETF
-3.72%
-$1.35M 
CMI Cummins Inc.
-3.62%
-$136,016.27 
SLV iShares Silver Trust
-3.56%
-$428,503.08 
AMAT Applied Materials, Inc.
-3.49%
-$44,517 
PWR Quanta Services Inc.
-3.49%
-$32,391.84 
ADI Analog Devices, Inc.
-3.19%
-$348,565.63 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$44,875.21 
CSCO Cisco Systems, Inc.
-2.89%
-$15,255.29 
ANET Arista Networks, Inc.
-2.78%
-$199,254.3 
KLAC KLA Corporation
-2.77%
-$150,092.25 
NVDA NVIDIA Corporation
-2.73%
-$823,108.51 
C Citigroup Inc.
-2.53%
-$237,539.9 
CDNS Cadence Design Systems, Inc.
-2.27%
-$7,105.9 
BWXT Bwx Technologies Inc.
-2.25%
-$13,641.81 
EEM iShares MSCI Emerging Markets ETF
-2.23%
-$277,859.9 
FLR Fluor Corporation
-2.15%
-$40,699.51 
SRVR Pacer Data & Infrastructure Real Estate ETF
-2.01%
-$9,270.86 
META Meta Platforms Inc Class A
-1.85%
-$251,093.92 
GLD SPDR Gold Shares
-1.85%
-$1.02M 
HLT Hilton Worldwide Holdings Inc.
-1.81%
-$18,122.94 
CVNA Carvana Co.
-1.8%
-$11,315.7 
EQIX Equinix, Inc.
-1.76%
-$59,945.2 
EWJ iShares MSCI Japan ETF
-1.68%
-$15,359.31 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$7.6M 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$102,961.87 
TKO Tko Group Holdings Inc.
-1.56%
-$59,493.54 
TSLA Tesla, Inc.
-1.41%
-$62,221.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$7,456.43 
VWO Vanguard FTSE Emerging Markets ETF
-1.26%
-$377,280 
RCL Royal Caribbean Group
-1.25%
-$19,994.7 
SPOT Spotify Technology S.A.
-1.23%
-$10,662.2 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.2%
-$113,174.77 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$19,167.3 
YUM Yum! Brands, Inc.
-1.08%
-$48,204.75 
CWI SPDR MSCI ACWI ex-US ETF
-1.02%
-$605,305.55 
JPM JPMorgan Chase & Co.
-0.99%
-$225,195.34 
BLK BlackRock, Inc.
-0.94%
-$9,307.33 
EFA iShares MSCI EAFE ETF
-0.82%
-$117,771.98 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$3,466.96 
FDN First Trust Dow Jones Internet Index Fund
-0.77%
-$2,140 
PFF iShares Preferred and Income Securities ETF
-0.59%
-$1,813.68 
IOO iShares Global 100 ETF
-0.56%
-$17,745.77 
HACK Amplify Cybersecurity ETF
-0.54%
-$2,100 
MDB MongoDB Inc.
-0.51%
-$1,394.7 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$2,018.25 
IVV iShares Core S&P 500 ETF
-0.46%
-$5,084.32 
KBWB Invesco KBW Bank ETF
-0.46%
-$3,602.7 
JXI iShares Global Utilities ETF
-0.41%
-$1,973.74 
VYMI Vanguard International High Dividend Yield Index Fund
-0.32%
-$1,236.62 
UTHR United Therapeutics Corporation
-0.32%
-$1,183 
IEV iShares Europe ETF
-0.3%
-$3,377.43 
IWM iShares Russell 2000 ETF
-0.27%
-$195,253.05 
BAC Bank of America Corporation
-0.25%
-$35,704.56 
PANW Palo Alto Networks, Inc.
-0.15%
-$6,116.65 
AMZN Amazon.com Inc
-0.14%
-$41,045.1 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.14%
-$194,739.55 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$6,270.55 
TLH iShares 10-20 Year Treasury Bond ETF
-0.11%
-$594.62 
MAR Marriott International Inc. - Class A
-0.1%
-$303.81 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$2,350.69 
SPTB SPDR Portfolio Treasury ETF
-0.08%
-$41,486.47 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.08%
-$47,502.06 
TWLO Twilio Inc.
-0.08%
-$709.92 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$316.29 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$152,047.1 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.05%
-$1,244.83 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$14,217.08 
CME CME Group Inc.
-0.04%
-$287.92 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$347.68 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$14,991.89 
HPQ HP Inc.
-0.02%
-$780.41 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$679.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$251.25 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$29,621.87 Events
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Dividends
Dividend Analysis
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| Trades 1881 | Longs Won 1270/1881 67% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.4M |
| Average Win $781,375.4 | Best Trade (Jul 13) $172.96M | Sharpe Ratio -24.51 |
| Average Loss -$206,846.29 | Worst Trade (Mar 31) -$17.53M | Z-Score -11.39 (99.17%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $460,374.09 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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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