AA
Alvin Anton Portfolio
Invests via Summit Investment Advisors Inc. | Managed by Alvin Anton
Invests via Summit Investment Advisors Inc.
Managed by Alvin Anton
Automatically Tracked
Veteran private equity and operations executive focused on growth-stage tech and industrials. Alvin Anton is known for pairing operational transformations with capital allocation, leading portfolio companies through revenue scaling, margin improvement and strategic M&A. Background spans operating roles and buyout investing, with experience across FP&A, strategy and corporate development. Market relevance: active in mid-market deals, operational turnarounds and growth equity rounds.
Veteran private equity and operations executive focused on growth-stage tech and industrials. Alvin Anton is known for pairing operational transformations with capital allocation, leading portfolio companies through revenue scaling, margin improvement and strategic M&A. Background spans operating roles and buyout investing, with experience across FP&A, strategy and corporate development. Market relevance: active in mid-market deals, operational turnarounds and growth equity rounds.
Investment Philosophy & Strategy
Combines an operational-first mindset with value-oriented growth investing, targeting growth-stage tech and industrials where hands-on margin expansion and strategic M&A can accelerate scale. Prefers mid-market equity and control or structured minority positions with a 3–7 year horizon, prioritizing companies with clear operational levers, strong unit economics and founder alignment. Underwrites deals with rigorous FP&A-driven diligence, rolling forecasts and KPI-linked milestones; capital allocation tilts toward transformative capex, talent upgrades and bolt-on acquisitions to unlock EBITDA and free cash flow.
Combines an operational-first mindset with value-oriented growth investing, targeting growth-stage tech and industrials where hands-on margin expansion and strategic M&A can accelerate scale. Prefers mid-market equity and control or structured minority positions with a 3–7 year horizon, prioritizing companies with clear operational levers, strong unit economics and founder alignment. Underwrites deals with rigorous FP&A-driven diligence, rolling forecasts and KPI-linked milestones; capital allocation tilts toward transformative capex, talent upgrades and bolt-on acquisitions to unlock EBITDA and free cash flow.
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%
Gain
Monthly
0%
Yearly
0%
Drawdown
8.91%
$129.38M
Equity
Holdings
$129.38M
Investment
$119.71M
$9.67M
Profit -$355,409.29
Realized
$4,279
Unrealized
$9.67M
Dividends
$5.89M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$355,409.29
Win %
67%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$476,437.32
Win %
67%
This Month
Compared to last month
Gain
-0.1%
Profit
-$122,721.68
Win %
67%
This Year
Compared to last year
Gain
3.1%
Profit
$3.89M
Win %
67%
CINF Cincinnati Financial Corporation
+2.55%
+$28,269 
PG Procter & Gamble Co
+0.66%
+$1,541.67 
LPLA LPL Financial Holdings Inc.
+0.51%
+$1,949.9 
DVY iShares Select Dividend ETF
+0.49%
+$1,544.43 
EDOW First Trust Dow 30 Equal Weight ETF
+0.17%
+$5,987.19 
FLBL Franklin Senior Loan ETF
+0.11%
+$4,449.98 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$2,111.59 
COST Costco Wholesale Corporation
+0.1%
+$344.44 
BKLN Invesco Senior Loan ETF
+0.07%
+$478.19 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$2,800.86 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$2,527.49 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$292.7 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.05%
+$1,223.85 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$2,820.06 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.04%
+$817.72 
IWD iShares Russell 1000 Value ETF
+0.04%
+$1,759.41 
FTSL First Trust Senior Loan ETF
+0.03%
+$298.05 
IFRA iShares U.S. Infrastructure
+0.03%
+$130.08 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$2,161.2 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$436.62 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.02%
+$1,521.22 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$1,311.89 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.02%
+$503.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$54.26 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$88.53 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
$0 
IBHE iShares iBonds 2025 Term High Yield and Income ETF
0%
$0 
META Meta Platforms Inc Class A
-4.6%
-$13,363.46 
MSFT Microsoft Corp.
-2.36%
-$17,708.88 
GOOGL Alphabet Inc
-2.1%
-$9,079.46 
NVDA NVIDIA Corporation
-2.01%
-$21,923.2 
VUG Vanguard Growth ETF
-1.52%
-$4,165.92 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$139,969.94 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$76,640.96 
QQQM Invesco NASDAQ 100 ETF
-1.33%
-$10,619.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.3%
-$27,270.32 
IUSG iShares Core S&P U.S. Growth ETF
-1.26%
-$4,586.82 
TROW T. Rowe Price Group, Inc.
-1.2%
-$4,004 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$5,112 
VOO Vanguard S&P 500 ETF
-0.69%
-$4,127.75 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$2,772.63 
IWB iShares Russell 1000 ETF
-0.64%
-$47,912.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$11,143.65 
IWP iShares Russell Mid-Cap Growth ETF
-0.53%
-$1,242.46 
IWR iShares Russell Mid-Cap ETF
-0.21%
-$3,695.41 
RSP Invesco S&P 500 Equal Weight ETF
-0.14%
-$4,909.8 
AMZN Amazon.com Inc
-0.1%
-$1,076.92 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.07%
-$872.88 
AAPL Apple Inc.
-0.07%
-$1,449.17 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.04%
-$1,144.78 
HYDB iShares High Yield Systematic Bond ETF
-0.04%
-$161.3 
IBHG iShares iBonds 2027 High Yield Income
-0.02%
-$488.05 Events
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Dividends
Dividend Analysis
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| Trades 156 | Longs Won 96/156 61% | Profit Factor 12.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,900.26 |
| Average Win $109,476.94 | Best Trade (Jul 10) $1.5M | Sharpe Ratio -150.32 |
| Average Loss -$13,957.87 | Worst Trade (Jul 10) -$241,492.25 | Z-Score 4.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $62,002.02 |
| 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 | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
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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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