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:
34.37%
Gain +1.17%
Monthly
0.92%
Yearly
11.62%
Drawdown
10.17%
$200.01M
Equity
Holdings
$200.01M
Investment
$151.48M
$66.7M
Profit +$2.05M
Realized
$18.17M
Unrealized
$48.53M
Dividends
$21.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.17%
Profit
$2.05M
Win %
76%
This Week
Compared To Last Week
Gain
1.63%
Profit
$3.21M
Win %
76%
This Month
Compared to last month
Gain
1.63%
Profit
$3.21M
Win %
76%
This Year
Compared to last year
Gain
5.63%
Profit
$10.66M
Win %
77%
GOOG Alphabet Inc
+6.88%
+$162,834.33 
GOOGL Alphabet Inc
+6.73%
+$553,188.93 
MSFT Microsoft Corp.
+3.02%
+$331,837.44 
NVDA NVIDIA Corporation
+2.93%
+$28,898.35 
CSCO Cisco Systems, Inc.
+2.14%
+$186,191.46 
VZ Verizon Communications Inc.
+1.52%
+$171,722.6 
LMT Lockheed Martin Corporation
+1.5%
+$75,512.5 
ADP Automatic Data Processing Inc.
+0.98%
+$90,429.5 
MCD McDonald's Corporation
+0.82%
+$58,782.07 
BMY Bristol-Myers Squibb Company
+0.69%
+$22,032 
PFE Pfizer Inc.
+0.4%
+$41,202.8 
PG Procter & Gamble Co
+0.37%
+$16,542.89 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$15,127.38 
DOV Dover Corporation
+0.27%
+$2,959.61 
CME CME Group Inc.
+0.21%
+$27,139.89 
SO The Southern Company
+0.21%
+$4,515 
WM Waste Management, Inc.
+0.1%
+$4,805.9 
ABT Abbott Laboratories
+0.09%
+$493.65 
AEP American Electric Power Company, Inc.
+0.06%
+$2,090.97 
DIS The Walt Disney Company
+0.03%
+$63 
00755E105
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
LIN Linde plc
-5.95%
-$435,865.18 
CAG Conagra Brands Inc.
-3.46%
-$12,417.08 
ABBV AbbVie Inc.
-2.51%
-$172,936.63 
APD Air Products and Chemicals, Inc.
-1.77%
-$37,897.47 
GLD SPDR Gold Shares
-1.49%
-$32,090.14 
CNA CNA Financial Corporation
-1.48%
-$127,558.14 
MDLZ Mondelez International, Inc.
-1.22%
-$39,486.47 
AES AES Corporation
-1.15%
-$31,099.63 
RHHBY Roche Holding AG
-1.09%
-$27,346.8 
KMB Kimberly-Clark Corporation
-0.8%
-$65,632.16 
ED Consolidated Edison, Inc.
-0.74%
-$4,003.02 
DUK Duke Energy Corporation
-0.67%
-$13,426.56 
AMCR Amcor plc
-0.6%
-$3,920.13 
WSO Watsco Inc.
-0.46%
-$50,293.8 
PEP PepsiCo, Inc.
-0.46%
-$14,041.6 
COST Costco Wholesale Corporation
-0.24%
-$6,513.87 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$2,499.64 
IXUS iShares Core International Stock ETF
-0.15%
-$27,910.4 Events
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Dividends
Dividend Analysis
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| Trades 594 | Longs Won 446/594 75% | Profit Factor 7.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $416,156.59 |
| Average Win $172,525.18 | Best Trade (Aug 07) $5.45M | Sharpe Ratio -10.78 |
| Average Loss -$69,198.97 | Worst Trade (Mar 31) -$1.08M | Z-Score 8.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $112,297.61 |
| 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 | 2,890 | 2,601 | 2,312 | 2,023 | 1,734 | 1,445 | 1,156 | 867 | 578 | 289 |
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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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: RTX Corporation - $3.99M, Watsco Inc - $3.41M, CME Group Inc - $3.19M, Lockheed Martin Corporation - $2.96M, and Verizon Communications Inc - $2.68M. 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: CVS Health Corporation - $1.22M, Bristol-Myers Squibb Company - $434,634.43, The Walt Disney Company - $17,458, Berkshire Hathaway Inc - $5,357.11, and EGR Exploration Ltd - $143.58. 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 $21.47M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $2.39M, CME Group Inc - $2.07M, Pfizer Inc - $2.03M, 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.
