Andrew Panko Portfolio
Invests via Tenon Financial LLC | Managed by Andrew Panko
Invests via Tenon Financial LLC
Managed by Andrew Panko
Automatically Tracked
Andrew Panko Profile
Seasoned investment professional focused on growth-stage and SME buyouts, combining operating and capital-markets experience. Andrew Panko leverages prior operating roles and venture investing to source growth opportunities, lead due diligence and portfolio value-creation initiatives. Known for sector-agnostic deal execution, board-level oversight, and hands-on operational restructuring to drive returns.
Seasoned investment professional focused on growth-stage and SME buyouts, combining operating and capital-markets experience. Andrew Panko leverages prior operating roles and venture investing to source growth opportunities, lead due diligence and portfolio value-creation initiatives. Known for sector-agnostic deal execution, board-level oversight, and hands-on operational restructuring to drive returns.
Investment Philosophy & Strategy
Combines hands-on operating experience with capital-markets discipline to target growth-stage and SME buyouts, favoring control or influential minority positions where operational levers can be applied. Emphasizes deep due diligence, board-level governance, and active value creation through restructuring, commercial scaling, and KPI-driven performance management. Pursues sector-agnostic, mid-term (3–7 year) investments with pragmatic risk mitigation, aligned equity incentives, and flexible capital structures to drive asymmetric returns.
Combines hands-on operating experience with capital-markets discipline to target growth-stage and SME buyouts, favoring control or influential minority positions where operational levers can be applied. Emphasizes deep due diligence, board-level governance, and active value creation through restructuring, commercial scaling, and KPI-driven performance management. Pursues sector-agnostic, mid-term (3–7 year) investments with pragmatic risk mitigation, aligned equity incentives, and flexible capital structures to drive asymmetric returns.
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:
24.71%
Gain -0.01%
Monthly
0.84%
Yearly
10.52%
Drawdown
15.09%
$281.88M
Equity
Holdings
$281.88M
Investment
$233.12M
$59.24M
Profit -$21,244.56
Realized
$10.48M
Unrealized
$48.76M
Dividends
$7.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$21,244.56
Win %
80%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$21,244.56
Win %
80%
This Month
Compared to last month
Gain
-0.8%
Profit
-$2.26M
Win %
80%
This Year
Compared to last year
Gain
5.76%
Profit
$16.68M
Win %
79%
AMAT Applied Materials, Inc.
+2.64%
+$13,295.09 
HCA HCA Healthcare Inc.
+2.29%
+$7,724.95 
SPGI S&P Global Inc.
+1.35%
+$2,974.38 
TYL Tyler Technologies Inc.
+1.14%
+$5,013.11 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,602.59 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,829.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$9,700.78 
VTV Vanguard Value ETF
+0.94%
+$6,586.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$6,836.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,323.03 
IWM iShares Russell 2000 ETF
+0.87%
+$4,099.58 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,267.66 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$3,000.31 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,265.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$5,026.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$2,774.12 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,764.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$21,413 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$55,107.06 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$1,651.1 
IVV iShares Core S&P 500 ETF
+0.55%
+$5,419.28 
VOO Vanguard S&P 500 ETF
+0.55%
+$369,815.62 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$2,078.78 
GOOGL Alphabet Inc
+0.53%
+$2,878.37 
IWB iShares Russell 1000 ETF
+0.52%
+$2,009.27 
GOOG Alphabet Inc
+0.45%
+$1,447.99 
VXF Vanguard Extended Market ETF
+0.44%
+$263,773.65 
IXUS iShares Core International Stock ETF
+0.43%
+$2,019.25 
BN Brookfield Corporation
+0.4%
+$1,946.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$192,470.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,074.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$49,362.96 
QXO Qxo Inc.
+0.3%
+$796.5 
XOM Exxon Mobil Corporation
+0.28%
+$1,444.79 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$434.16 
VUG Vanguard Growth ETF
+0.18%
+$2,008.8 
BNDX Vanguard Total International Bond ETF
+0.17%
+$679.84 
NVDA NVIDIA Corporation
+0.16%
+$1,924.48 
MSFT Microsoft Corp.
+0.1%
+$1,654.8 
BSV Vanguard Short-Term Bond ETF
0%
$0 
XPO
0%
$0 
RKLB Rocket Lab Corporation
-10.79%
-$49,968.87 
LLY Eli Lilly and Company
-2.41%
-$65,151.33 
PLTR Palantir Technologies Inc.
-2.36%
-$5,268.45 
AAPL Apple Inc.
-1.52%
-$67,761 
AMZN Amazon.com Inc
-1.23%
-$24,402.24 
TT Trane Technologies plc
-0.41%
-$6,340.95 
META Meta Platforms Inc Class A
-0.26%
-$1,180.3 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$43,276.77 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$1,585.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$870.52 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$974.53 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$894.37 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.02%
-$486.01 Events
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Dividends
Dividend Analysis
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| Trades 276 | Longs Won 216/276 78% | Profit Factor 84.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $277,547.18 | Best Trade (Jun 09) $12.1M | Sharpe Ratio -5.96 |
| Average Loss -$11,843.16 | Worst Trade (Jun 12) -$201,464.65 | Z-Score 12.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy $214,636.24 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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