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:
41.89%
Gain -0.34%
Monthly
1.1%
Yearly
14.03%
Drawdown
9.27%
$3B
Equity
Holdings
$3B
Investment
$2.43B
$933.53M
Profit -$9.9M
Realized
$365.66M
Unrealized
$567.87M
Dividends
$72.73M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$9.9M
Win %
74%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$9.9M
Win %
74%
This Month
Compared to last month
Gain
1.71%
Profit
$50.52M
Win %
74%
This Year
Compared to last year
Gain
0.91%
Profit
$28.09M
Win %
73%
KLAC KLA Corporation
+4.01%
+$181,500.17 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$17,265.81 
ANET Arista Networks, Inc.
+3.31%
+$256,333.35 
ETN Eaton Corporation plc
+3.22%
+$230,354.91 
BELFB Bel Fuse Inc.
+2.07%
+$17,764.27 
DUK Duke Energy Corporation
+1.65%
+$123,550 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$34,540.48 
SOLS Sollensys Corp
+1.31%
+$1,987.64 
ABT Abbott Laboratories
+1.01%
+$67,123.1 
GLW Corning Incorporated
+0.91%
+$133,048.13 
CVX Chevron Corporation
+0.9%
+$67,625.25 
SN SharkNinja, Inc.
+0.81%
+$10,159.28 
META Meta Platforms Inc Class A
+0.71%
+$70,392.34 
TSLA Tesla, Inc.
+0.58%
+$20,965.59 
MDLZ Mondelez International, Inc.
+0.41%
+$14,798.25 
KBWB Invesco KBW Bank ETF
+0.4%
+$2,965.95 
INTC Intel Corporation
+0.2%
+$896.61 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$7,238.51 
PM Philip Morris International Inc.
+0.12%
+$8,059.92 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.06%
+$1,419.36 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$628.5 
SRVR Pacer Data & Infrastructure Real Estate ETF
0%
+$5.68 
ABBV AbbVie Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
-$0.05 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.28 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APA APA Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.75 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.02 
BWXT Bwx Technologies Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.03 
CASY Casey's General Stores Inc.
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
+$0.01 
CMI Cummins Inc.
0%
-$0.06 
CME CME Group Inc.
0%
+$0.03 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
-$0.02 
CVS CVS Health Corporation
0%
$0 
CVNA Carvana Co.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.04 
DHR Danaher Corporation
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
+$0.14 
EMR Emerson Electric Co.
0%
-$0.61 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQIX Equinix, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FLR Fluor Corporation
0%
$0 
GE General Electric Company
0%
-$0.02 
GILD Gilead Sciences Inc.
0%
+$0.11 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.05 
HAS Hasbro Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.03 
IBM International Business Machines Corporation
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.58 
LMT Lockheed Martin Corporation
0%
+$0.29 
M Macy's Inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDB MongoDB Inc.
0%
-$0.01 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.14 
MSGNF Man Sang International Ltd.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.07 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.1 
PG Procter & Gamble Co
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
+$0.01 
QCOM QUALCOMM Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
+$0.32 
TER Teradyne, Inc.
0%
-$0.04 
TKO Tko Group Holdings Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TWLO Twilio Inc.
0%
+$0.01 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.26 
UNH UnitedHealth Group Incorporated
0%
+$0.05 
USFD US Foods Holding Corp
0%
$0 
UTHR United Therapeutics Corporation
0%
+$0.02 
V Visa Inc. Class A
0%
-$0.17 
VEEV Veeva Systems Inc.
0%
$0 
VIRT Virtu Financial, Inc.
0%
$0 
VST Vistra Corp
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.14 
VRT Vertiv Holdings Co
0%
-$0.04 
VZ Verizon Communications Inc.
0%
+$0.15 
WELL Welltower Inc.
0%
+$0.1 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.32 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.72 
YUM Yum! Brands, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZWS Zurn Elkay Water Solutions Corporation
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
-$0.12 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
+$0.06 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EWJ iShares MSCI Japan ETF
0%
-$0.03 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HACK Amplify Cybersecurity ETF
0%
$0 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEV iShares Europe ETF
0%
$0 
IOO iShares Global 100 ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$2.44 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
+$1.72 
JXI iShares Global Utilities ETF
0%
+$0.01 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.13 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
+$5.62 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
-$5.85 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$2.39 
VYM Vanguard High Dividend Yield ETF
0%
+$0.02 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
SPTB SPDR Portfolio Treasury ETF
0%
$0 
GAP Gap Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 
GOOGL Alphabet Inc
-3.84%
-$1.35M 
ORCL Oracle Corporation
-3.69%
-$133,162.06 
AMZN Amazon.com Inc
-2.09%
-$656,757.45 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$92,139.28 
TJX The TJX Companies, Inc.
-1.94%
-$250,343.21 
AAPL Apple Inc.
-1.09%
-$420,749.95 
FDN First Trust Dow Jones Internet Index Fund
-0.96%
-$2,810 
CL Colgate-Palmolive Company
-0.9%
-$26,447.4 
MO Altria Group, Inc.
-0.78%
-$31,212 
KR Kroger Co.
-0.41%
-$13,874.75 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,420.27 
HOOD Robinhood Markets, Inc.
-0.15%
-$2,591.26 
DGX Quest Diagnostics Inc.
-0.06%
-$2,328.69 
CIEN Ciena Corporation
-0.04%
-$256.55 
NVDA NVIDIA Corporation
-0.02%
-$6,891.8 
PID Invesco International Dividend Achievers ETF
-0.01%
-$67.11 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.01%
-$67.18 
TRV The Travelers Companies, Inc.
0%
-$140.95 
ADP Automatic Data Processing Inc.
0%
-$111.47 
ADI Analog Devices, Inc.
0%
-$136.63 Events
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Dividends
Dividend Analysis
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| Trades 2076 | Longs Won 1432/2076 68% | Profit Factor 8.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.28M |
| Average Win $739,443.93 | Best Trade (Aug 14) $173.96M | Sharpe Ratio -482.4 |
| Average Loss -$194,650.95 | Worst Trade (Mar 31) -$17.53M | Z-Score -0.1 (7.96%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $449,676.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 125,597 | $24.62M | $38.3M | - | $13.68M | 55.57% | -1.087% |
| ABBV AbbVie Inc. | 24,065 | $5.23M | $5.97M | - | $733,501.09 | 14.01% | 0.0 |
| ABT Abbott Laboratories | 61,021 | $7.01M | $6.7M | - | -$314,241.94 | -4.48% | +1.013% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 121,980 | $6.32M | $9.4M | - | $3.08M | 48.69% | 0.0 |
| ADI Analog Devices, Inc. | 27,327 | $5.65M | $10.49M | - | $4.84M | 85.7% | -0.001% |
| ADP Automatic Data Processing Inc. | 22,338 | $5.2M | $6.11M | - | $909,311.53 | 17.47% | -0.002% |
| ADSK Autodesk, Inc. | 7,467 | $1.84M | $1.91M | - | $74,032.15 | 4.03% | 0.0 |
| AFL Aflac Inc. | 49,604 | $5.82M | $6.05M | - | $232,642.76 | 4% | 0.0 |
| AMAT Applied Materials, Inc. | 2,200 | $362,600.37 | $1.15M | - | $786,063.63 | 216.79% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 662 | $384,562 | $310,848.72 | - | -$73,713.28 | -19.17% | 0.0 |
| AMGN Amgen Inc. | 27,727 | $8.64M | $11.57M | - | $2.93M | 33.92% | 0.0 |
| AMT American Tower Corporation | 6,205 | $1.07M | $1.05M | - | -$21,531.41 | -2.01% | 0.0 |
| AMZN Amazon.com Inc | 112,845 | $19.56M | $30.72M | - | $11.17M | 57.1% | -2.093% |
| ANET Arista Networks, Inc. | 40,495 | $4.48M | $8.01M | - | $3.54M | 78.97% | +3.305% |
| APA APA Corporation | 98,433 | $4.13M | $4.04M | - | -$91,885.98 | -2.23% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 262 | $521,233 | $471,437.56 | - | -$49,795.44 | -9.55% | +3.802% |
| AVGO Broadcom Inc. | 75,279 | $23.3M | $31.8M | - | $8.5M | 36.47% | 0.0 |
| AXP American Express Company | 6,362 | $1.21M | $2.16M | - | $944,583.29 | 77.98% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 29,158 | $5.75M | $4.63M | - | -$1.12M | -19.51% | -1.952% |
| BAC Bank of America Corporation | 226,467 | $8.41M | $14.46M | - | $6.05M | 71.93% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Annette M. Marshall?
The largest contributions to the portfolio's profits come from the following stocks: 78463v107 - $81.33M, 92189f106 - $68.16M, iShares Russell 1000 Growth ETF - $31.6M, 46428q109 - $28.1M, and iShares Russell 1000 Value ETF - $26.37M. 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: 81369y886 - $16.41M, 91324p102 - $4.08M, 64110l106 - $3.29M, Dow Inc - $3.11M, and 40434l105 - $2.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Annette M. Marshall's portfolio generate?
The portfolio generates substantial dividend income, with a total of $72.73M earned over time. The largest contributors to dividend income include iShares Russell 1000 Value ETF - $15.74M, SPDR Portfolio Short Term Treasury ETF - $6.06M, iShares Russell 1000 Growth ETF - $4.49M, SPDR Portfolio Intermediate Term Treasury ETF - $3.62M, and SPDR Portfolio Long Term Treasury ETF - $2.62M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Annette M. Marshall's monthly returns?
Annette M. Marshall's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Annette M. Marshall's strategy be considered aggressive or moderate?
Annette M. Marshall's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Annette M. Marshall's strategy?
Annette M. Marshall's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
