Vickie Gutierrez Portfolio

Invests via American National Bank of Texas | Managed by Vickie Gutierrez

Invests via American National Bank of Texas

Managed by Vickie Gutierrez

Automatically Tracked

Tracking: 0 Updated: 5 hours ago

Seasoned finance and operations executive with experience leading investment strategy, corporate development and portfolio company value creation in middle-market technology and services. Vickie Gutierrez combines hands-on operating leadership with experience structuring deals, capital raises and strategic partnerships, and has served in senior roles across growth-stage and PE-backed companies. Market-focused profile emphasizing operational turnarounds, margin improvement and scalable go-to-market execution; often active in board or advisory capacities supporting investor oversight. Relevant for investors seeking operators with cross-functional execution skills and deal execution experience.

Investment Philosophy & Strategy

Combines operator-first investing with pragmatic, value‑creation driven capital deployment focused on middle‑market technology and services. Prioritizes deals where operational turnarounds, margin expansion and scalable go‑to‑market playbooks can materially de‑risk growth; underwrites opportunities through hands‑on diligence, KPI‑led forecasting and focused capital for execution (buy‑and‑build, tuck‑ins, selective growth capital). Prefers medium-term horizons tied to execution milestones, active board or advisory involvement, tight cost and cash discipline, and partnerships that align management incentives with measurable operational milestones.

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:

8.27%

Gain -0.55%

Monthly

0.98%

Yearly

8.27%

Drawdown

7.73%

$114M

Equity

Holdings

$114M

Investment

$105.48M

$8.67M

Profit -$624,035.94

Realized

$156,658.1

Unrealized

$8.52M

Dividends

$1.36M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.55%

Profit

-$624,035.94

Win %

63%

This Week

Compared To Last Week

Gain

-0.57%

Profit

-$658,556.27

Win %

63%

This Month

Compared to last month

Gain

-0.57%

Profit

-$658,556.27

Win %

63%

This Year

Compared to last year

Gain

4.13%

Profit

$4.74M

Win %

64%

Gainers
Losers

META Meta Platforms Inc Class A

+4.24%

+$22,586.85

WMT Walmart Inc.

+3.43%

+$23,280

AMGN Amgen Inc.

+3.03%

+$5,916.24

HAL Halliburton Company

+2.25%

+$6,747.68

AMAT Applied Materials, Inc.

+2.19%

+$6,442.72

CVS CVS Health Corporation

+2.11%

+$5,670

XOM Exxon Mobil Corporation

+2.11%

+$31,037.05

TT Trane Technologies plc

+1.52%

+$3,787

PM Philip Morris International Inc.

+1.43%

+$3,938.24

PWR Quanta Services Inc.

+1.4%

+$6,836.96

CVX Chevron Corporation

+1.19%

+$7,264.29

BRK-B Berkshire Hathaway Inc.

+0.89%

+$3,860.57

ABBV AbbVie Inc.

+0.78%

+$4,694.4

XMHQ Invesco S&P MidCap Quality ETF

+0.52%

+$33,302.28

HD The Home Depot, Inc.

+0.48%

+$1,331.99

KO The Coca-Cola Company

+0.48%

+$4,009.5

XLP Consumer Staples Select Sector SPDR Fund

+0.41%

+$20,414.56

ABT Abbott Laboratories

+0.06%

+$187.44

XLRE The Real Estate Select Sector SPDR Fund

+0.03%

+$1,922.46

EVMO

JPM JPMorgan Chase & Co.

ORCL Oracle Corporation

-5.76%

-$35,833.6

HON Honeywell International Inc.

-5.09%

-$15,261.75

CL Colgate-Palmolive Co

-3.86%

-$11,116.6

MSFT Microsoft Corp.

-3.11%

-$62,343.68

TSCO Tractor Supply Company

-2.9%

-$7,677.75

BRO Brown & Brown Inc.

-2.58%

-$7,837.28

AMZN Amazon.com Inc

-2.53%

-$26,097.5

EW Edwards Lifesciences Corporation

-1.85%

-$5,271.48

KNSL Kinsale Capital Group Inc.

-1.74%

-$5,222.1

AAPL Apple Inc.

-1.57%

-$35,637.16

LHX L3Harris Technologies, Inc.

-1.52%

-$3,205.4

FESM Fidelity Enhanced Small Cap ETF

-1.45%

-$106,682.62

MOAT VANECK MORNINGSTAR WIDE MOAT FUND

-1.39%

-$102,523.7

IEMG iShares Core MSCI Emerging Markets ETF

-1.34%

-$4,808.15

CLX The Clorox Company

-1.21%

-$8,332.8

MA Mastercard Incorporated

-1.2%

-$3,629.66

V Visa Inc. Class A

-1.16%

-$6,646.08

MCD McDonald's Corporation

-1.07%

-$3,525.37

VYMI Vanguard International High Dividend Yield Index Fund

-1.01%

-$12,424.01

GLDM SPDR Gold MiniShares Trust

-0.97%

-$30,670.31

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.93%

-$4,078.29

UNP Union Pacific Corporation

-0.93%

-$2,205

IJR iShares Core S&P Small-Cap ETF

-0.91%

-$5,886.68

VT Vanguard Total World Stock ETF

-0.86%

-$79,882.58

IEFA iShares Core MSCI EAFE ETF

-0.81%

-$2,509.6

GOOGL Alphabet Inc

-0.79%

-$7,910.76

GOOG Alphabet Inc

-0.76%

-$10,113.72

IVV iShares Core S&P 500 ETF

-0.71%

-$149,581.09

VOO Vanguard S&P 500 ETF

-0.71%

-$6,930.82

GPIX S&P 500 Core Premium Income Fund

-0.48%

-$17,686.35

VYM Vanguard High Dividend Yield ETF

-0.45%

-$4,901.22

VGLT Vanguard Long-Term Treasury Fund

-0.4%

-$21,503.24

UNH UnitedHealth Group Incorporated

-0.25%

-$717.25

IJH iShares Core S&P Mid-Cap ETF

-0.09%

-$5,991.18

MDY SPDR S&P MidCap 400 ETF Trust

-0.06%

-$184.5

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.06%

-$743.37

Events

Dividends

Dividend Analysis

No Data

Trades 149	Longs Won 88/149 59%	Profit Factor 4.89
Profitability	Shorts Won 0/0 0%	Standard Deviation $234,946.29
Average Win $123,921.84	Best Trade (Jun 02) $2.03M	Sharpe Ratio -422.06
Average Loss -$36,584.03	Worst Trade (Apr 10) -$667,777.12	Z-Score 0.93 (64.56%)
Commissions $0	Avg. Trade Length 5m 1w 4d	Expectancy $58,211.38

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	3,115	2,804	2,492	2,181	1,869	1,558	1,246	935	623	312