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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:
9.58%
Gain +0.02%
Monthly
0.43%
Yearly
5.25%
Drawdown
8.96%
$130.47M
Equity
Holdings
$130.47M
Investment
$119.71M
$10.7M
Profit +$13,072.69
Realized
-$60,253.17
Unrealized
$10.76M
Dividends
$6.62M
Goals
Avg. 89.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$13,072.69
Win %
58%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$768,020.88
Win %
58%
This Month
Compared to last month
Gain
0.33%
Profit
$424,258.84
Win %
58%
This Year
Compared to last year
Gain
3.96%
Profit
$4.97M
Win %
58%
TROW T. Rowe Price Group, Inc.
+1.74%
+$4,844 
EDOW First Trust Dow 30 Equal Weight ETF
+1.16%
+$41,657.23 
MSFT Microsoft Corp.
+1.14%
+$11,350.9 
PG Procter & Gamble Co
+1.02%
+$2,454.4 
DVY iShares Select Dividend ETF
+0.97%
+$2,971.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.95%
+$33,141.22 
COST Costco Wholesale Corporation
+0.7%
+$2,525.4 
IWD iShares Russell 1000 Value ETF
+0.66%
+$32,842.32 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$12,182.25 
IWR iShares Russell Mid-Cap ETF
+0.49%
+$8,595.84 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$2,624.16 
CINF Cincinnati Financial Corporation
+0.4%
+$4,179.41 
AAPL Apple Inc.
+0.33%
+$7,582.5 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
+0.33%
+$36,953.14 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
+0.22%
+$4,137.66 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.17%
+$4,459.17 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.17%
+$3,056.34 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$719.4 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.16%
+$10,678.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.15%
+$651.11 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.11%
+$2,861.95 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.09%
+$2,012.96 
FTSL First Trust Senior Loan ETF
+0.07%
+$596.1 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$4,198.05 
LPLA LPL Financial Holdings Inc.
+0.07%
+$240.87 
IWB iShares Russell 1000 ETF
+0.05%
+$4,030.84 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$292.7 
BKLN Invesco Senior Loan ETF
+0.05%
+$319.87 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$2,820.06 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$120.97 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$568.57 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$933.62 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$152.63 
GOOGL Alphabet Inc
+0.01%
+$61.1 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
+$11.07 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
-$9.76 
IBHE iShares iBonds 2025 Term High Yield and Income ETF
-2.66%
-$34,508.78 
NVDA NVIDIA Corporation
-2.36%
-$27,478.83 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$51,053.4 
QQQM Invesco NASDAQ 100 ETF
-0.84%
-$6,914.88 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$73,795.04 
IWP iShares Russell Mid-Cap Growth ETF
-0.64%
-$1,480.74 
VUG Vanguard Growth ETF
-0.62%
-$1,774.08 
IFRA iShares U.S. Infrastructure
-0.58%
-$2,146.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.55%
-$11,864.36 
IUSG iShares Core S&P U.S. Growth ETF
-0.54%
-$2,034.24 
AMZN Amazon.com Inc
-0.53%
-$5,570.99 
META Meta Platforms Inc Class A
-0.47%
-$1,499.92 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
-0.17%
-$2,038.17 
FLBL Franklin Senior Loan ETF
-0.13%
-$5,339.97 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$268.32 
VOO Vanguard S&P 500 ETF
-0.06%
-$382.37 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.02%
-$909.9 
IBDQ iShares iBonds Dec 2025 Term Corporate ETF
0%
-$4.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 156 | Longs Won 85/156 54% | Profit Factor 10.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,856.94 |
| Average Win $138,964.41 | Best Trade (Oct 14) $1.68M | Sharpe Ratio -150.15 |
| Average Loss -$15,673.43 | Worst Trade (Oct 14) -$269,356.62 | Z-Score 1.64 (89.91%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $68,568.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,740 | $1.63M | $2.32M | - | $693,595.46 | 42.67% | +0.328% |
| AMZN Amazon.com Inc | 4,142 | $907,269.42 | $1.05M | - | $139,558.95 | 15.38% | -0.529% |
| BKLN Invesco Senior Loan ETF | 32,310 | $678,097.99 | $660,413.17 | - | -$17,684.82 | -2.61% | +0.048% |
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | 49,764 | $1.03M | $1.03M | - | - | - | +0.001% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 252,749 | $4.92M | $4.94M | - | $19,512.5 | 0.4% | -0.018% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 432,241 | $8.43M | $8.47M | - | $34,856.27 | 0.41% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 29,270 | $592,755.22 | $591,400.35 | - | -$1,354.87 | -0.23% | +0.05% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 23,980 | $441,228.86 | $438,953.9 | - | -$2,274.96 | -0.52% | +0.164% |
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 492,654 | $11.4M | $11.4M | - | $2,693.54 | 0.02% | +0.325% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 282,006 | $6.61M | $6.44M | - | -$173,098.64 | -2.62% | +0.044% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 114,478 | $2.57M | $2.54M | - | -$30,558.44 | -1.19% | +0.113% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 121,173 | $2.62M | $2.61M | - | -$11,644.86 | -0.44% | +0.171% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 87,324 | $1.83M | $1.81M | - | -$21,683.94 | -1.18% | +0.169% |
| CINF Cincinnati Financial Corporation | 6,282 | $862,464.09 | $1.05M | - | $188,736.26 | 21.88% | +0.399% |
| COST Costco Wholesale Corporation | 366 | $335,427.05 | $361,937.4 | - | $26,510.35 | 7.9% | +0.703% |
| DVY iShares Select Dividend ETF | 1,955 | $265,294.18 | $309,105.05 | - | $43,810.87 | 16.51% | +0.971% |
| EDOW First Trust Dow 30 Equal Weight ETF | 79,091 | $2.87M | $3.63M | - | $765,962.01 | 26.72% | +1.16% |
| FLBL Franklin Senior Loan ETF | 177,999 | $4.32M | $4.04M | - | -$278,443.12 | -6.45% | -0.132% |
| FTSL First Trust Senior Loan ETF | 19,870 | $915,349.68 | $886,003.3 | - | -$29,346.38 | -3.21% | +0.067% |
| GOOGL Alphabet Inc | 1,222 | $215,353.06 | $424,877.18 | - | $209,524.12 | 97.29% | +0.014% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Alvin Anton?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBonds 2026 Term High Yield and Income ETF - $709,914.05, Invesco BulletShares 2026 High Yield Corporate Bond ETF - $650,160.88, Invesco BulletShares 2027 Corporate Bond ETF - $623,277.93, Franklin Senior Loan ETF - $492,948.63, and iShares iBonds Dec 2027 Term Corporate ETF - $450,236.05. 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: Alphabet Inc - $34,888.1, Lockheed Martin Corporation - $22,671.84, Walmart Inc - $4,531.42, and Amazon.com Inc - $3,382.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alvin Anton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.62M earned over time. The largest contributors to dividend income include iShares iBonds 2026 Term High Yield and Income ETF - $709,914.05, Invesco BulletShares 2026 High Yield Corporate Bond ETF - $652,618.93, Invesco BulletShares 2027 Corporate Bond ETF - $623,277.93, Franklin Senior Loan ETF - $492,948.63, and iShares iBonds Dec 2027 Term Corporate ETF - $450,236.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alvin Anton's monthly returns?
Alvin Anton'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 Alvin Anton's strategy be considered aggressive or moderate?
Alvin Anton'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 Alvin Anton's strategy?
Alvin Anton'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.
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