Anita Mauro Portfolio

Invests via Patrick Mauro Investment Advisor Inc. | Managed by Patrick J. Mauro, Daniel P. Mauro

Invests via Patrick Mauro Investment Advisor Inc.

Managed by Patrick J. Mauro, Daniel P. Mauro

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:06 PM

Anita Mauro Profile

Anita Mauro has built a distinguished career centered on corporate leadership and strategic development within the technology sector. With extensive experience in steering high-growth companies, she has consistently driven operational excellence and market innovation. Notably recognized for her role in transforming business models to enhance competitiveness, she combines technical proficiency with strong stakeholder engagement. Her insights into digital transformation have positioned her as a valuable leader among peers, while fostering relationships that unlock new avenues for investment and growth.

Investment Philosophy & Strategy

In the technology landscape, Anita Mauro demonstrates a unique entrepreneurial approach that emphasizes innovation and operational improvement. Her strategic focus aligns with identifying transformational opportunities within dynamic markets, leveraging her profound industry knowledge to create competitive advantages. By fostering collaborative partnerships and promoting agility in decision-making, she effectively capitalizes on emerging trends. Moreover, her experience in driving growth initiatives showcases a strong commitment to advancing sustainable business practices while optimizing resource allocation for long-term success.

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:

24.51%

Gain +0.47%

Monthly

0.7%

Yearly

8.77%

Drawdown

8.82%

$199.67M

Equity

Holdings

$199.67M

Investment

$155.2M

$62.69M

Profit +$1.1M

Realized

$18.22M

Unrealized

$44.47M

Dividends

$20.58M

Goals

Avg. 75% completed goals

Yearly

Gain > 5%

2026

50%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.47%

Profit

$1.1M

Win %

68%

This Week

Compared To Last Week

Gain

1.37%

Profit

$2.69M

Win %

68%

This Month

Compared to last month

Gain

0.59%

Profit

$1.17M

Win %

68%

This Year

Compared to last year

Gain

2.48%

Profit

$4.88M

Win %

70%

Gainers
Losers

CME CME Group Inc.

+2.8%

+$349,955.55

VZ Verizon Communications Inc.

+2.46%

+$283,342.29

CAG Conagra Brands Inc.

+2.16%

+$6,924.91

AMCR Amcor plc

+1.7%

+$9,872.92

LIN Linde plc

+1.58%

+$117,104.52

ABBV AbbVie Inc.

+1.3%

+$77,915.04

APD Air Products and Chemicals, Inc.

+1.26%

+$24,979.5

PG Procter & Gamble Co

+0.85%

+$39,172.32

ED Consolidated Edison, Inc.

+0.84%

+$4,447.8

SO The Southern Company

+0.8%

+$16,818.37

RHHBY Roche Holding AG

+0.76%

+$17,775.42

KMB Kimberly-Clark Corporation

+0.74%

+$55,936.5

BRK-B Berkshire Hathaway Inc.

+0.69%

+$27,245.63

COST Costco Wholesale Corporation

+0.68%

+$19,027.62

CNA CNA Financial Corporation

+0.67%

+$48,439.8

DUK Duke Energy Corporation

+0.64%

+$12,707.28

CNI Canadian National Railway Company

+0.61%

+$24,488.64

AEP American Electric Power Company, Inc.

+0.59%

+$22,701.96

GOOGL Alphabet Inc

+0.53%

+$47,022.29

GOOG Alphabet Inc

+0.45%

+$11,342.33

IXUS iShares Core International Stock ETF

+0.43%

+$81,737.6

BMY Bristol-Myers Squibb Company

+0.4%

+$11,016

PEP PepsiCo, Inc.

+0.38%

+$11,847.6

EMLC VanEck J.P. Morgan EM Local Currency Bond ETF

+0.29%

+$4,686.82

WM Waste Management, Inc.

+0.29%

+$13,981.02

ADP Automatic Data Processing Inc.

+0.23%

+$17,806.65

PFE Pfizer Inc.

+0.15%

+$16,481.12

NVDA NVIDIA Corporation

+0.14%

+$1,396.84

MSFT Microsoft Corp.

+0.1%

+$9,745.6

AES AES Corporation

+0.07%

+$1,829.39

GLD SPDR Gold Shares

+0.06%

+$1,313.24

00755E105

ABT Abbott Laboratories

-1.68%

-$8,282.35

LMT Lockheed Martin Corporation

-1.54%

-$73,937.41

WSO Watsco Inc.

-0.92%

-$124,501.8

CSCO Cisco Systems, Inc.

-0.6%

-$55,934.06

MDLZ Mondelez International, Inc.

-0.58%

-$18,973.97

DOV Dover Corporation

-0.48%

-$5,602.1

DIS The Walt Disney Company

-0.31%

-$651

MCD McDonald's Corporation

-0.02%

-$1,603.14

Events

Dividends

Dividend Analysis

No Data

Trades 594	Longs Won 428/594 72%	Profit Factor 7.01
Profitability	Shorts Won 0/0 0%	Standard Deviation $424,762.67
Average Win $170,819.67	Best Trade (Jun 12) $5.47M	Sharpe Ratio -9.87
Average Loss -$62,787.49	Worst Trade (Mar 31) -$1.08M	Z-Score -0.58 (44.03%)
Commissions $0	Avg. Trade Length 1y 8m 3w 2d	Expectancy $105,535.51

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	3,185	2,866	2,548	2,229	1,911	1,592	1,274	955	637	318