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
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.
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.
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:
11.59%
Gain -0.31%
Monthly
1%
Yearly
11.59%
Drawdown
7.64%
$112.8M
Equity
Holdings
$112.8M
Investment
$101.5M
$11.96M
Profit -$351,655.22
Realized
$651,945.95
Unrealized
$11.31M
Dividends
$1.8M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$351,655.22
Win %
73%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$351,655.22
Win %
73%
This Month
Compared to last month
Gain
2.27%
Profit
$2.51M
Win %
73%
This Year
Compared to last year
Gain
2.88%
Profit
$3.16M
Win %
72%
HAL Halliburton Company
+4.81%
+$11,780.48 
CVS CVS Health Corporation
+2.28%
+$6,510 
PWR Quanta Services Inc.
+1.93%
+$8,216 
LHX L3Harris Technologies, Inc.
+1.17%
+$2,392.33 
CVX Chevron Corporation
+1.16%
+$7,518.7 
XOM Exxon Mobil Corporation
+0.94%
+$12,799.19 
PM Philip Morris International Inc.
+0.78%
+$2,378.36 
UNH UnitedHealth Group Incorporated
+0.67%
+$2,023.87 
GLDM SPDR Gold MiniShares Trust
+0.62%
+$18,647.41 
KNSL Kinsale Capital Group Inc.
+0.59%
+$2,375.4 
TT Trane Technologies plc
+0.53%
+$1,357.92 
FESM Fidelity Enhanced Small Cap ETF
+0.49%
+$37,107.12 
MA Mastercard Incorporated
+0.4%
+$1,786.5 
KO The Coca-Cola Company
+0.33%
+$3,015.42 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$19,101.15 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$1,039.5 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$20,349.75 
AAPL Apple Inc.
+0.22%
+$4,505.75 
MCD McDonald's Corporation
+0.21%
+$690.77 
XMHQ Invesco S&P MidCap Quality ETF
+0.13%
+$9,184.48 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$5,477.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$223.48 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$239.5 EVMO
EVMO
0%
$0 
AMAT Applied Materials, Inc.
-5.12%
-$16,443.35 
ORCL Oracle Corporation
-3.65%
-$10,830 
YETI FNCL Series 2007 Other Floating Rate Instrument
-2%
-$3,838.38 
BRO Brown & Brown Inc.
-1.49%
-$6,528.07 
UNP Union Pacific Corporation
-1.38%
-$3,699.02 
CL Colgate-Palmolive Company
-1.05%
-$3,234 
EW Edwards Lifesciences Corporation
-1.04%
-$3,182.4 
AMZN Amazon.com Inc
-0.94%
-$9,907.64 
META Meta Platforms Inc Class A
-0.86%
-$4,433.91 
HD The Home Depot, Inc.
-0.83%
-$2,362.9 
CLX The Clorox Company
-0.79%
-$6,451.2 
IPAR Inter Parfums, Inc.
-0.74%
-$1,519.8 
AMGN Amgen Inc.
-0.63%
-$1,601.68 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$33,110.45 
MOAT VanEck Morningstar Wide Moat Fund
-0.59%
-$47,972.67 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$2,604.2 
ABBV AbbVie Inc.
-0.54%
-$3,006.96 
WMT Walmart Inc.
-0.39%
-$2,137.5 
V Visa Inc. Class A
-0.36%
-$2,642.94 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$3,353.75 
MSFT Microsoft Corp.
-0.3%
-$6,744.41 
VOO Vanguard S&P 500 ETF
-0.19%
-$1,752.75 
IVV iShares Core S&P 500 ETF
-0.18%
-$36,217.41 
GOOGL Alphabet Inc
-0.13%
-$1,242.92 
GOOG Alphabet Inc
-0.12%
-$1,492.76 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$3,899.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$1,283.9 
VT Vanguard Total World Stock ETF
-0.09%
-$7,968.8 
JPM JPMorgan Chase & Co.
-0.07%
-$838.32 
NVDA NVIDIA Corporation
-0.06%
-$140 
ABT Abbott Laboratories
-0.02%
-$65.58 
HON Honeywell International Inc.
-0.01%
-$38.25 Events
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Dividends
Dividend Analysis
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| Trades 196 | Longs Won 137/196 69% | Profit Factor 7.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,331.93 |
| Average Win $101,314.06 | Best Trade (Aug 15) $2.12M | Sharpe Ratio -1,264.57 |
| Average Loss -$32,550.37 | Worst Trade (Aug 19) -$415,763.06 | Z-Score 5.8 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 6d | Expectancy $61,009.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,460 | 3,114 | 2,768 | 2,422 | 2,076 | 1,730 | 1,384 | 1,038 | 692 | 346 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,725 | $1.71M | $2.06M | - | $345,039.11 | 20.15% | +0.219% |
| ABBV AbbVie Inc. | 2,211 | $511,764.37 | $551,556.08 | - | $39,791.71 | 7.78% | -0.542% |
| ABT Abbott Laboratories | 3,279 | $438,505.65 | $364,788.75 | - | -$73,716.9 | -16.81% | -0.018% |
| AMAT Applied Materials, Inc. | 601 | $205,416 | $304,815.17 | - | $99,399.17 | 48.39% | -5.118% |
| AMGN Amgen Inc. | 609 | $199,853.52 | $252,862.88 | - | $53,009.36 | 26.52% | -0.629% |
| AMZN Amazon.com Inc | 3,995 | $873,114.16 | $1.05M | - | $176,172.55 | 20.18% | -0.935% |
| BRK-B Berkshire Hathaway Inc. | 898 | $451,460.93 | $452,618.94 | - | $1,158.01 | 0.26% | -0.572% |
| BRO Brown & Brown Inc. | 6,101 | $533,705.69 | $430,364.54 | - | -$103,341.15 | -19.36% | -1.494% |
| CL Colgate-Palmolive Company | 3,300 | $264,052.25 | $303,435 | - | $39,382.75 | 14.91% | -1.055% |
| CLX The Clorox Company | 7,680 | $946,944 | $811,776 | - | -$135,168 | -14.27% | -0.788% |
| CVS CVS Health Corporation | 3,000 | $226,170 | $291,480 | - | $65,310 | 28.88% | +2.284% |
| CVX Chevron Corporation | 3,269 | $508,436.39 | $653,800 | - | $145,363.61 | 28.59% | +1.163% |
| EVMO EVMO | 109,512 | $5.55M | $5.56M | - | $1,785.03 | 0.03% | 0.0 |
| EW Edwards Lifesciences Corporation | 3,315 | $258,581.28 | $303,654 | - | $45,072.72 | 17.43% | -1.037% |
| FESM Fidelity Enhanced Small Cap ETF | 154,613 | $5.84M | $7.56M | - | $1.72M | 29.38% | +0.493% |
| GLDM SPDR Gold MiniShares Trust | 35,184 | $2.69M | $3.05M | - | $356,413.61 | 13.25% | +0.616% |
| GOOG Alphabet Inc | 3,732 | $911,598.4 | $1.28M | - | $370,492.92 | 40.64% | -0.116% |
| GOOGL Alphabet Inc | 2,702 | $656,855.93 | $934,621.77 | - | $277,765.84 | 42.29% | -0.133% |
| GPIX S&P 500 Core Premium Income Fund | 64,984 | $3.43M | $3.68M | - | $250,809.35 | 7.32% | -0.106% |
| HAL Halliburton Company | 7,456 | $210,707 | $256,635.52 | - | $45,928.52 | 21.8% | +4.811% |
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FAQ
Which stocks have generated the highest profits for Vickie Gutierrez?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $336,471.13, Vanguard Long-Term Treasury Fund - $225,151.44, S&P 500 Core Premium Income Fund - $199,008.68, iShares Core S&P Mid-Cap ETF - $198,737.66, and Vanguard Total World Stock ETF - $149,205.51. 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: Tractor Supply Company - $95,839.25, Oracle Corporation - $87,475.25, FNCL Series 2007 Other Floating Rate Instrument - $40,901.36, Wells Fargo & Company - $31,141.8, and BlackRock, Inc - $16,048.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vickie Gutierrez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.8M earned over time. The largest contributors to dividend income include Vanguard Long-Term Treasury Fund - $226,269.65, S&P 500 Core Premium Income Fund - $197,565.51, iShares Core S&P 500 ETF - $151,663.15, The Real Estate Select Sector SPDR Fund - $136,001.03, and Vanguard Total World Stock ETF - $117,443.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vickie Gutierrez's monthly returns?
Vickie Gutierrez's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Vickie Gutierrez's strategy be considered aggressive or moderate?
Vickie Gutierrez's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Vickie Gutierrez's strategy?
Vickie Gutierrez's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
