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
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.
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.
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:
35.18%
Gain +0.57%
Monthly
0.81%
Yearly
10.17%
Drawdown
10.17%
$197.38M
Equity
Holdings
$197.38M
Investment
$158.23M
$60.98M
Profit +$976,899.19
Realized
$21.83M
Unrealized
$39.15M
Dividends
$22.14M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$976,899.19
Win %
74%
This Week
Compared To Last Week
Gain
0.22%
Profit
$435,575.98
Win %
74%
This Month
Compared to last month
Gain
0.22%
Profit
$425,959.55
Win %
74%
This Year
Compared to last year
Gain
1.12%
Profit
$2.19M
Win %
72%
MCD McDonald's Corporation
+2.64%
+$190,740.9 
PEP PepsiCo, Inc.
+2.25%
+$78,151.36 
CNA CNA Financial Corporation
+2.17%
+$162,424.8 
ADP Automatic Data Processing Inc.
+2.14%
+$218,595.12 
CME CME Group Inc.
+2.03%
+$288,807.49 
RTX RTX Corporation
+1.92%
+$129,577 
MDLZ Mondelez International, Inc.
+1.86%
+$54,027.03 
PG Procter & Gamble Co
+1.77%
+$93,444.92 
LMT Lockheed Martin Corporation
+1.45%
+$58,660.88 
VZ Verizon Communications Inc.
+1.33%
+$156,622.99 
KMB Kimberly-Clark Corporation
+1.23%
+$88,281.34 
ED Consolidated Edison, Inc.
+1.16%
+$5,910.85 
BRK-B Berkshire Hathaway Inc.
+1.12%
+$36,924.07 
WM Waste Management, Inc.
+0.83%
+$36,762.72 
DUK Duke Energy Corporation
+0.76%
+$14,171.5 
GLD SPDR Gold Shares
+0.73%
+$20,130.78 
WSO Watsco Inc.
+0.71%
+$67,221.89 
COST Costco Wholesale Corporation
+0.68%
+$17,940.56 
AEP American Electric Power Company, Inc.
+0.56%
+$19,856.76 
AMCR Amcor plc
+0.56%
+$3,435.51 
SO The Southern Company
+0.41%
+$7,597.1 
DOV Dover Corporation
+0.2%
+$2,111.28 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.06%
+$2,323.08 
AES AES Corporation
+0.03%
+$603.16 
CDNMF EGR Exploration Ltd.
0%
$0 
GLW Corning Incorporated
-5.66%
-$8,320.5 
NVDA NVIDIA Corporation
-2.99%
-$35,958.4 
CAT Caterpillar Inc.
-1.91%
-$3,109.46 
MSFT Microsoft Corp.
-1.85%
-$296,466.23 
CSCO Cisco Systems, Inc.
-1.03%
-$63,080.93 
IXUS iShares Core International Stock ETF
-0.97%
-$209,528.16 
GOOGL Alphabet Inc
-0.94%
-$32,590.49 
GOOG Alphabet Inc
-0.9%
-$22,289.28 
PFE Pfizer Inc.
-0.75%
-$39,136.65 
ABBV AbbVie Inc.
-0.52%
-$43,458.49 
BMY Bristol-Myers Squibb Company
-0.5%
-$14,283.6 
LIN Linde plc
-0.14%
-$9,090.98 
APD Air Products and Chemicals, Inc.
-0.01%
-$416.46 Events
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Dividends
Dividend Analysis
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| Trades 631 | Longs Won 455/631 72% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,772.79 |
| Average Win $162,586.87 | Best Trade (Oct 07) $5.28M | Sharpe Ratio -10.48 |
| Average Loss -$73,870.57 | Worst Trade (Mar 31) -$1.08M | Z-Score 0.27 (20.95%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $96,633.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,674 | 2,406 | 2,139 | 1,872 | 1,604 | 1,337 | 1,070 | 802 | 535 | 267 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 31,042 | $4.94M | $8.38M | - | $3.44M | 69.57% | -0.516% |
| ADP Automatic Data Processing Inc. | 38,758 | $8.4M | $10.45M | - | $2.05M | 24.47% | +2.136% |
| AEP American Electric Power Company, Inc. | 28,778 | $2.55M | $3.53M | - | $987,123.66 | 38.77% | +0.565% |
| AES AES Corporation | 120,633 | $1.37M | $1.8M | - | $427,751.89 | 31.15% | +0.034% |
| AMCR Amcor plc | 14,937 | $647,518.95 | $619,736.13 | - | -$27,782.82 | -4.29% | +0.557% |
| APD Air Products and Chemicals, Inc. | 13,882 | $3.92M | $3.86M | - | -$63,456.29 | -1.62% | -0.011% |
| BMY Bristol-Myers Squibb Company | 47,612 | $2.15M | $2.83M | - | $680,851.7 | 31.71% | -0.503% |
| BRK-B Berkshire Hathaway Inc. | 6,495 | $3.2M | $3.33M | - | $123,959.37 | 3.87% | +1.123% |
| CAT Caterpillar Inc. | 200 | $212,980 | $159,656.54 | - | -$53,323.46 | -25.04% | -1.91% |
| CDNMF EGR Exploration Ltd. | 31,672 | $685.6 | $3,167.2 | - | $2,481.6 | 361.96% | 0.0 |
| CME CME Group Inc. | 52,702 | $9.88M | $14.53M | - | $4.66M | 47.14% | +2.028% |
| CNA CNA Financial Corporation | 163,241 | $6.7M | $7.65M | - | $952,373.62 | 14.22% | +2.17% |
| COST Costco Wholesale Corporation | 2,812 | $1.38M | $2.67M | - | $1.29M | 93.3% | +0.677% |
| CSCO Cisco Systems, Inc. | 52,133 | $2.28M | $6.06M | - | $3.78M | 166% | -1.031% |
| DOV Dover Corporation | 5,706 | $1.18M | $1.08M | - | -$101,498.71 | -8.62% | +0.197% |
| DUK Duke Energy Corporation | 16,196 | $1.55M | $1.88M | - | $336,131.34 | 21.7% | +0.758% |
| ED Consolidated Edison, Inc. | 4,885 | $421,194.03 | $517,077.25 | - | $95,883.22 | 22.76% | +1.156% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 154,872 | $3.91M | $3.84M | - | -$75,471.21 | -1.93% | +0.061% |
| GLD SPDR Gold Shares | 7,347 | $1.54M | $2.78M | - | $1.24M | 80.24% | +0.729% |
| GLW Corning Incorporated | 900 | $229,886.99 | $138,604.5 | - | -$91,282.49 | -39.71% | -5.663% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Anita Mauro?
The largest contributions to the portfolio's profits come from the following stocks: Cisco Systems, Inc - $4.45M, RTX Corporation - $4.02M, Alphabet Inc - $3.97M, Watsco Inc - $3.71M, and CME Group Inc - $3.26M. 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: Pfizer Inc - $1.4M, CVS Health Corporation - $1.22M, Bristol-Myers Squibb Company - $388,611.14, The Walt Disney Company - $73,591, and Amcor plc - $19,858.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anita Mauro's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.14M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.4M, CME Group Inc - $2.14M, Pfizer Inc - $1.93M, Watsco Inc - $1.37M, and iShares Core International Stock ETF - $1.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anita Mauro's monthly returns?
Anita Mauro'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 Anita Mauro's strategy be considered aggressive or moderate?
Anita Mauro'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 Anita Mauro's strategy?
Anita Mauro'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.
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