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:
10.04%
Gain +0.14%
Monthly
0.48%
Yearly
5.94%
Drawdown
8.96%
$130.97M
Equity
Holdings
$130.97M
Investment
$119.71M
$11.2M
Profit +$175,557.12
Realized
-$60,301.56
Unrealized
$11.26M
Dividends
$6.25M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$175,557.12
Win %
65%
This Week
Compared To Last Week
Gain
0.35%
Profit
$458,919.31
Win %
65%
This Month
Compared to last month
Gain
1.33%
Profit
$1.72M
Win %
65%
This Year
Compared to last year
Gain
4.37%
Profit
$5.48M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$149,443.32 
GOOGL Alphabet Inc
+6.73%
+$27,458.34 
LPLA LPL Financial Holdings Inc.
+4.28%
+$16,665.91 
META Meta Platforms Inc Class A
+3.28%
+$7,726.16 
MSFT Microsoft Corp.
+3.02%
+$25,469.38 
NVDA NVIDIA Corporation
+2.93%
+$30,091.74 
CINF Cincinnati Financial Corporation
+1.69%
+$18,531.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$29,572.36 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$4,870.44 
VUG Vanguard Growth ETF
+1.1%
+$2,946.24 
EDOW First Trust Dow 30 Equal Weight ETF
+0.78%
+$27,760.94 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$71,388.68 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,985.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,223.37 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$5,323.36 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$36,123.84 
IWB iShares Russell 1000 ETF
+0.64%
+$47,270.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,199.48 
IWD iShares Russell 1000 Value ETF
+0.44%
+$21,699.39 
PG Procter & Gamble Co
+0.37%
+$813.02 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$2,909.6 
FTSL First Trust Senior Loan ETF
+0.11%
+$993.5 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$2,423.46 
FLBL Franklin Senior Loan ETF
+0.09%
+$3,559.62 
BKLN Invesco Senior Loan ETF
+0.05%
+$323.1 
IBHG iShares iBonds 2027 High Yield Income
+0.04%
+$976.08 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$2,623.78 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$436.53 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$108.52 
BSJR Invesco Bulletshares 2027 High Yield Fund
+0.02%
+$572.39 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF
0%
$0 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
HYDB iShares High Yield Systematic 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 
IFRA iShares U.S. Infrastructure
0%
$0 
AAPL Apple Inc.
-7.35%
-$165,264.8 
TROW T. Rowe Price Group, Inc.
-6.31%
-$21,084 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,294.08 
DVY iShares Select Dividend ETF
-0.45%
-$1,407.56 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$2,594.71 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$748.89 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$4,980.77 
COST Costco Wholesale Corporation
-0.24%
-$834.47 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,055.51 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,248.57 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.13%
-$2,453.16 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.09%
-$2,113.61 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$239.8 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$292.7 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$2,820.06 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$1,867.24 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$608.49 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 156 | Longs Won 93/156 59% | Profit Factor 14.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $252,019.32 |
| Average Win $129,425.66 | Best Trade (Aug 17) $1.66M | Sharpe Ratio -12.61 |
| Average Loss -$13,203.04 | Worst Trade (Aug 07) -$240,659.43 | Z-Score 3.4 (99.93%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $71,809.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,740 | $1.63M | $2.08M | - | $456,515.96 | 28.08% | -7.354% |
| AMZN Amazon.com Inc | 4,142 | $907,269.42 | $1.12M | - | $217,614.9 | 23.99% | +15.321% |
| BKLN Invesco Senior Loan ETF | 32,310 | $678,097.99 | $658,800.9 | - | -$19,297.09 | -2.85% | +0.049% |
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | 49,764 | $1.03M | $1.03M | - | - | - | 0.0 |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 252,749 | $4.92M | $4.93M | - | $12,839.92 | 0.26% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 432,241 | $8.43M | $8.47M | - | $41,339.88 | 0.49% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 29,270 | $592,755.22 | $594,766.4 | - | $2,011.18 | 0.34% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 23,980 | $441,228.86 | $443,510.1 | - | $2,281.24 | 0.52% | -0.054% |
| BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF | 492,654 | $11.4M | $11.4M | - | $2,693.54 | 0.02% | 0.0 |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 282,006 | $6.61M | $6.45M | - | -$160,408.37 | -2.43% | -0.044% |
| BSJR Invesco Bulletshares 2027 High Yield Fund | 114,478 | $2.57M | $2.56M | - | -$17,965.86 | -0.7% | +0.022% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 121,173 | $2.62M | $2.63M | - | $10,554.03 | 0.4% | +0.092% |
| BSJT Invesco BulletShares 2029 High Yield Fund | 87,324 | $1.83M | $1.84M | - | $8,442.84 | 0.46% | +0.024% |
| CINF Cincinnati Financial Corporation | 6,282 | $862,464.09 | $1.12M | - | $253,721.61 | 29.42% | +1.688% |
| COST Costco Wholesale Corporation | 366 | $335,427.05 | $348,391.74 | - | $12,964.69 | 3.87% | -0.239% |
| DVY iShares Select Dividend ETF | 1,955 | $265,294.18 | $315,165.57 | - | $49,871.39 | 18.8% | -0.445% |
| EDOW First Trust Dow 30 Equal Weight ETF | 79,091 | $2.87M | $3.59M | - | $719,693.78 | 25.1% | +0.78% |
| FLBL Franklin Senior Loan ETF | 177,999 | $4.32M | $4.1M | - | -$214,363.66 | -4.96% | +0.087% |
| FTSL First Trust Senior Loan ETF | 19,870 | $915,349.68 | $890,772.1 | - | -$24,577.58 | -2.69% | +0.112% |
| GOOGL Alphabet Inc | 1,222 | $215,353.06 | $435,190.86 | - | $219,837.8 | 102.08% | +6.734% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $685,789.02, Invesco BulletShares 2026 High Yield Corporate Bond ETF - $625,203.35, Invesco BulletShares 2027 Corporate Bond ETF - $592,977.83, Franklin Senior Loan ETF - $470,152.3, and iShares iBonds Dec 2027 Term Corporate ETF - $427,943.37. 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 - $35,156.94, Lockheed Martin Corporation - $22,671.84, Walmart Inc - $4,531.42, Amazon.com Inc - $3,382.82, and NVIDIA Corporation - $1,224.83. 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 $6.25M earned over time. The largest contributors to dividend income include iShares iBonds 2026 Term High Yield and Income ETF - $685,789.02, Invesco BulletShares 2026 High Yield Corporate Bond ETF - $627,661.4, Invesco BulletShares 2027 Corporate Bond ETF - $592,977.83, Franklin Senior Loan ETF - $470,152.3, and iShares iBonds Dec 2027 Term Corporate ETF - $427,943.37. 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.
