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: Jul 17 at 04:45 PM

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:

0.15%

Gain

Monthly

0.02%

Yearly

0.15%

Drawdown

7.96%

$114.64M

Equity

Holdings

$114.64M

Investment

$105.48M

$9.31M

Profit -$574,308.85

Realized

$156,658.1

Unrealized

$9.16M

Dividends

$1.74M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$574,308.85

Win %

69%

This Week

Compared To Last Week

Gain

-0.07%

Profit

-$84,202.21

Win %

69%

This Month

Compared to last month

Gain

0.51%

Profit

$576,936.86

Win %

69%

This Year

Compared to last year

Gain

9.24%

Profit

$9.7M

Win %

69%

Gainers
Losers

ORCL Oracle Corporation

+2.69%

+$8,487.58

UNH UnitedHealth Group Incorporated

+2.1%

+$6,696.85

KNSL Kinsale Capital Group Inc.

+1.47%

+$5,009.17

ABT Abbott Laboratories

+1.45%

+$4,890.48

XOM Exxon Mobil Corporation

+1.44%

+$20,642.03

CVX Chevron Corporation

+1.18%

+$7,037.31

ABBV AbbVie Inc.

+1.09%

+$7,814.58

PM Philip Morris International Inc.

+1.06%

+$3,207.76

GLDM SPDR Gold MiniShares Trust

+0.96%

+$26,770.03

CVS CVS Health Corporation

+0.92%

+$2,940

HAL Halliburton Company

+0.43%

+$1,118.4

BRK-B Berkshire Hathaway Inc.

+0.38%

+$1,719.37

PWR Quanta Services Inc.

+0.38%

+$1,643.51

VGLT Vanguard Long-Term Treasury Fund

+0.36%

+$19,059.69

LHX L3Harris Technologies, Inc.

+0.21%

+$402.37

HON Honeywell International Inc.

+0.12%

+$172.12

JPM JPMorgan Chase & Co.

+0.07%

+$765.47

UNP Union Pacific Corporation

+0.04%

+$116.98

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.03%

+$371.69

EVMO

KO The Coca-Cola Company

-3.3%

-$29,937.6

META Meta Platforms Inc Class A

-2.94%

-$17,436.9

AMAT Applied Materials, Inc.

-2.53%

-$8,516.17

EW Edwards Lifesciences Corporation

-2.39%

-$6,833.4

GOOG Alphabet Inc

-2.2%

-$28,997.64

GOOGL Alphabet Inc

-2.18%

-$21,381.21

MSFT Microsoft Corp.

-1.86%

-$33,852.85

V Visa Inc. Class A

-1.74%

-$11,468.1

MA Mastercard Incorporated

-1.67%

-$5,848.35

CLX The Clorox Company

-1.55%

-$11,750.4

HD The Home Depot, Inc.

-1.44%

-$4,462.21

MCD McDonald's Corporation

-1.44%

-$4,697.78

AMGN Amgen Inc.

-1.06%

-$2,346.29

MOAT VanEck Morningstar Wide Moat Fund

-1.05%

-$79,897.78

BRO Brown & Brown Inc.

-0.99%

-$3,703.92

IEMG iShares Core MSCI Emerging Markets ETF

-0.92%

-$2,989.41

TSCO Tractor Supply Company

-0.9%

-$2,471

IJR iShares Core S&P Small-Cap ETF

-0.74%

-$5,032.53

CL Colgate-Palmolive Company

-0.64%

-$1,956

VT Vanguard Total World Stock ETF

-0.61%

-$55,481.68

IVV iShares Core S&P 500 ETF

-0.61%

-$126,872.69

VOO Vanguard S&P 500 ETF

-0.6%

-$5,808.42

MDY SPDR S&P MidCap 400 ETF Trust

-0.55%

-$1,698.75

IEFA iShares Core MSCI EAFE ETF

-0.52%

-$1,584.18

XMHQ Invesco S&P MidCap Quality ETF

-0.5%

-$33,012.69

FESM Fidelity Enhanced Small Cap ETF

-0.48%

-$36,897.75

IJH iShares Core S&P Mid-Cap ETF

-0.48%

-$33,642.78

XLP Consumer Staples Select Sector SPDR Fund

-0.47%

-$24,375.6

GPIX S&P 500 Core Premium Income Fund

-0.46%

-$16,703.78

AMZN Amazon.com Inc

-0.44%

-$4,376.35

AAPL Apple Inc.

-0.31%

-$7,430.49

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.29%

-$1,217.4

TT Trane Technologies plc

-0.27%

-$697.89

WMT Walmart Inc.

-0.26%

-$1,785

VYMI Vanguard International High Dividend Yield Index Fund

-0.18%

-$2,214.18

XLRE The Real Estate Select Sector SPDR Fund

-0.17%

-$9,612.3

VYM Vanguard High Dividend Yield ETF

-0.15%

-$1,577.79

Events

Dividends

Dividend Analysis

No Data

Trades 149	Longs Won 94/149 63%	Profit Factor 4.92
Profitability	Shorts Won 0/0 0%	Standard Deviation $245,061.67
Average Win $124,333.24	Best Trade (Jul 13) $1.91M	Sharpe Ratio -939.18
Average Loss -$43,184.69	Worst Trade (Jul 10) -$604,495	Z-Score 2.14 (96.74%)
Commissions $0	Avg. Trade Length 6m 1w 2d	Expectancy $62,497.76

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	2,653	2,387	2,122	1,857	1,592	1,326	1,061	796	531	265