AS
Anton Schutz Portfolio
Invests via MENDON CAPITAL ADVISORS Corp. | Managed by Anton Schutz
Invests via MENDON CAPITAL ADVISORS Corp.
Managed by Anton Schutz
Automatically Tracked
Anton Schutz Profile
With a career steeped in financial markets, Anton Schutz has established himself as an influential investor-operator specializing in technology and growth sectors. He has leveraged his extensive experience to guide emerging companies toward successful expansions, enhancing their market positions through strategic insights. As the principal of a family office, he actively curates investment opportunities that resonate with contemporary trends while fostering entrepreneurial development. His commitment to advancing portfolio diversity aligns with today's dynamic market environment, underscoring his relevance in the private capital landscape.
With a career steeped in financial markets, Anton Schutz has established himself as an influential investor-operator specializing in technology and growth sectors. He has leveraged his extensive experience to guide emerging companies toward successful expansions, enhancing their market positions through strategic insights. As the principal of a family office, he actively curates investment opportunities that resonate with contemporary trends while fostering entrepreneurial development. His commitment to advancing portfolio diversity aligns with today's dynamic market environment, underscoring his relevance in the private capital landscape.
Investment Philosophy & Strategy
In a landscape characterized by rapid technological evolution, Anton Schutz embraces an entrepreneurial lens that emphasizes adaptability and strategic foresight. By leveraging his robust background in financial markets, he focuses on identifying transformative companies poised for growth. His family office prioritizes investments within dynamic sectors, cultivating ventures that resonate with innovation and market demand. This approach enables him to uncover unique opportunities while nurturing the development of forward-thinking enterprises. With a keen eye for scalable business models, he aims to create value through partnerships that enhance competitive positioning.
In a landscape characterized by rapid technological evolution, Anton Schutz embraces an entrepreneurial lens that emphasizes adaptability and strategic foresight. By leveraging his robust background in financial markets, he focuses on identifying transformative companies poised for growth. His family office prioritizes investments within dynamic sectors, cultivating ventures that resonate with innovation and market demand. This approach enables him to uncover unique opportunities while nurturing the development of forward-thinking enterprises. With a keen eye for scalable business models, he aims to create value through partnerships that enhance competitive positioning.
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:
209.28%
Gain +1.11%
Monthly
1.3%
Yearly
16.82%
Drawdown
57.01%
$757.26M
Equity
Holdings
$757.26M
Investment
$511.83M
$953.67M
Profit +$2.08M
Realized
$708.24M
Unrealized
$245.43M
Dividends
$432.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.11%
Profit
$2.08M
Win %
88%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$8.65M
Win %
88%
This Month
Compared to last month
Gain
-1.87%
Profit
-$13.44M
Win %
88%
This Year
Compared to last year
Gain
-12.26%
Profit
-$38.86M
Win %
88%
FHI Federated Hermes Inc.
+1.39%
+$35,550 
FSUN FirstSun Capital Bancorp
+1.12%
+$153,008.68 
VBNK VersaBank
+0.93%
+$164,006.01 
CBK Commercial Bancgroup, Inc.
+0.82%
+$57,519.43 
EQBK Equity Bancshares Inc.
+0.79%
+$126,581.91 
FISI Financial Institutions Inc.
+0.74%
+$29,990 
MNSB MainStreet Bancshares Inc.
+0.68%
+$3,972.9 
USCB USCB Financial Holdings Inc.
+0.65%
+$89,668.2 
NIC Nicolet Bankshares Inc.
+0.63%
+$42,400 
PRU Prudential Financial, Inc.
+0.53%
+$65,099.89 
BANC Banc of California Inc.
+0.49%
+$34,314.57 
COSO CoastalSouth Bancshares Inc.
+0.44%
+$32,067.84 
AVBH Avidbank Holdings Inc.
+0.4%
+$23,857.25 
BWB Bridgewater Bancshares Inc.
+0.38%
+$10,177.44 
NPB Northpointe Bancshares Inc.
+0.36%
+$12,000 
CBAN Colony Bankcorp Inc.
+0.33%
+$3,080.98 
ABX Abacus Global Management, Inc.
+0.33%
+$54,000 
PIPR Piper Sandler Companies
+0.24%
+$20,400 
FCF First Commonwealth Financial Corporation
+0.24%
+$2,500 
CCB Coastal Financial Corporation
+0.23%
+$5,880 
FCBM First Carolina Financial Services, Inc.
+0.23%
+$21,000 
SFNC Simmons First National Corporation
+0.17%
+$10,800 
DCOM Dime Community Bancshares Inc.
+0.15%
+$5,670 
BCAL California BanCorp
+0.14%
+$8,166.89 
CFFN Capitol Federal Financial, Inc.
+0.11%
+$2,264 
SHBI Shore Bancshares Inc.
+0.11%
+$3,617.87 
EGBN Eagle Bancorp Inc.
+0.11%
+$3,000 
ISTR Investar Holding Corporation
+0.1%
+$1,732.2 
CIVB Civista Bancshares Inc.
+0.09%
+$6,706.98 
USB U.S. Bancorp
+0.08%
+$12,250 
SFST Southern First Bancshares Inc.
+0.07%
+$533.92 
FBK FB Financial Corp
+0.01%
+$575 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CMA Comerica Inc.
0%
$0 
CWBC Community West Bancshares
0%
-$2.38 
EBC Eastern Bankshares, Inc.
0%
$0 
EVBN Evans Bancorp Inc.
0%
$0 
IBTN Inscorp Inc.
0%
$0 
NYCB Flagstar Financial Corporation
0%
$0 
OCFC OceanFirst Financial Corp.
0%
$0 
WBS Webster Financial Corporation
0%
$0 
PBCT People's United Financial Inc
0%
$0 
ETFC E*TRADE Financial Corp
0%
$0 
MBTF MBT Financial Corp
0%
$0 PVN
PVN
0%
$0 FBF
FBF
0%
$0 CFC
CFC
0%
$0 BNK
BNK
0%
$0 KRB
KRB
0%
$0 PPMI
PPMIQ
0%
$0 WSH
WSH
0%
$0 GPT
GPT
0%
$0 MEL
MEL
0%
$0 MER
MER
0%
$0 STI
STI
0%
$0 9109
910909100
0%
$0 CF
CF
0%
$0 NCF
NCF
0%
$0 HCBK
HCBK
0%
$0 JHF
JHF
0%
$0 LEHM
LEHMQ
0%
$0 NFS
NFS
0%
$0 DIME
DIMEQ
0%
$0 BSC
BSC
0%
$0 AC
AC
0%
$0 LFIN
LFIN
0%
$0 SOV
SOV
0%
$0 CNO
CNO
0%
$0 AMTD
AMTD
0%
$0 BFD
BFD
0%
$0 GAF
GAF
0%
$0 FBR
FBR
0%
$0 SCFS
SCFS
0%
$0 FPFC
FPFCQ
0%
$0 IFIN
IFIN
0%
$0 6941
694166109
0%
$0 PBKS
PBKS
0%
$0 KNBT
KNBT
0%
$0 BARI
BARI
0%
$0 NWSB
NWSB
0%
$0 WCBO
WCBO
0%
$0 WFBC
WFBC
0%
$0 UBH
UBH
0%
$0 3201
320103104
0%
$0 0035
00350P100
0%
$0 CEBK
CEBK
0%
$0 CVAL
CVAL
0%
$0 8428
842870107
0%
$0 IFCJ
IFCJ
0%
$0 WYPT
WYPT
0%
$0 4450
445069107
0%
$0 CHFN
CHFN
0%
$0 SFFS
SFFS
0%
$0 CSBC
CSBC
0%
$0 CBKN
CBKN
0%
$0 ALNC
ALNC
0%
$0 WFD
WFD
0%
$0 
BKMU Bank Mutual Corp.
0%
$0 
CFNL Cardinal Financial Corp.
0%
$0 ROBK
ROBK
0%
$0 3206
320651102
0%
$0 OCNB
OCNB
0%
$0 LBOH
LBOH
0%
$0 ASBH
ASBH
0%
$0 0205
020584108
0%
$0 3165
31659U102
0%
$0 
STL Sterling Bancorp-DE
-3.24%
-$228,800 
AIG American International Group Inc.
-1.27%
-$4,850 
C Citigroup Inc.
-1.21%
-$28,577.5 
RDN Radian Group Inc.
-0.85%
-$26,250 
PNFP Pinnacle Financial Partners Inc.
-0.71%
-$136,000 
MRBK Meridian Corporation
-0.62%
-$3,145.92 
PNC The PNC Financial Services Group, Inc.
-0.57%
-$106,400 
FRST Primis Financial Corp.
-0.57%
-$83,676.15 
ABCB Ameris Bancorp
-0.51%
-$6,665 
FHN First Horizon Corporation
-0.5%
-$49,200 
INDB Independent Bank Corp.
-0.4%
-$2,475 
OBK Origin Bancorp Inc.
-0.39%
-$42,000 
MYFW First Western Financial Inc.
-0.36%
-$23,739.65 
TCBI Texas Capital Bancshares Inc.
-0.36%
-$41,745 
GS The Goldman Sachs Group, Inc.
-0.35%
-$171,673.95 
RNST Renasant Corporation
-0.33%
-$35,100 
FRME First Merchants Corporation
-0.33%
-$10,155 
MS Morgan Stanley
-0.29%
-$81,200 
NBHC National Bank Holdings Corporation
-0.27%
-$1,100 
AMTB Amerant Bancorp Inc.
-0.2%
-$19,650.24 
BY Byline Bancorp Inc.
-0.17%
-$8,125 
PFS Provident Financial Services Inc.
-0.17%
-$4,600 
KEY KeyCorp
-0.17%
-$2,625 
BFST Business First Bancshares, Inc.
-0.13%
-$11,755.72 
OSBC Old Second Bancorp, Inc.
-0.12%
-$3,000 
WSFS WSFS Financial Corporation
-0.11%
-$20,520 
RF Regions Financial Corporation
-0.07%
-$1,976 
AUB Atlantic Union Bankshares Corporation
-0.03%
-$1,000 Events
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Dividends
Dividend Analysis
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| Trades 5116 | Longs Won 2593/5116 50% | Profit Factor 2.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.78M |
| Average Win $590,417.59 | Best Trade (Sep 30) $232.36M | Sharpe Ratio -4.92 |
| Average Loss -$208,641.77 | Worst Trade (Jun 30) -$6.53M | Z-Score -20.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 2d | Expectancy $186,409.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.19% | 1.24% | 6.41% | 27.32% |
| Consecutive Losing Trades | 3,623 | 3,261 | 2,899 | 2,536 | 2,174 | 1,812 | 1,449 | 1,087 | 725 | 362 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0035 00350P100 | 165,110 | $6.67M | $6.67M | - | - | - | 0.0 |
| 0205 020584108 | 5,000 | $113,000 | $113,000 | - | - | - | 0.0 |
| 3165 31659U102 | 462,500 | $7.28M | $6.66M | - | -$624,175.61 | -8.57% | 0.0 |
| 3201 320103104 | 90,000 | $5.4M | $5.4M | - | - | - | 0.0 |
| 3206 320651102 | 30,000 | $563,000 | $563,000 | - | - | - | 0.0 |
| 4450 445069107 | 60,000 | $1.16M | $1.16M | - | - | - | 0.0 |
| 6941 694166109 | 128,000 | $3.56M | $3.56M | - | - | - | 0.0 |
| 8428 842870107 | 82,400 | $3.71M | $3.71M | - | - | - | 0.0 |
| 9109 910909100 | 89,200 | $3.2M | $3.2M | - | - | - | 0.0 |
| ABCB Ameris Bancorp | 15,500 | $1.09M | $1.29M | - | $198,105 | 18.13% | -0.514% |
| ABX Abacus Global Management, Inc. | 1.8M | $13.26M | $16.63M | - | $3.37M | 25.45% | +0.326% |
| AC AC | 90,800 | $3.23M | $3.23M | - | - | - | 0.0 |
| AIG American International Group Inc. | 5,000 | $189,300 | $375,500 | - | $186,200 | 98.36% | -1.275% |
| ALNC ALNC | 52,500 | $1.62M | $2.28M | - | $661,250 | 40.73% | 0.0 |
| AMTB Amerant Bancorp Inc. | 327,504 | $7.17M | $9.62M | - | $2.44M | 34.04% | -0.204% |
| AMTD AMTD | 480,000 | $5.81M | $8.88M | - | $3.07M | 52.96% | 0.0 |
| ASBH ASBH | 96,600 | $1.46M | $2.44M | - | $975,678.09 | 66.67% | 0.0 |
| AUB Atlantic Union Bankshares Corporation | 100,000 | $3.53M | $3.91M | - | $383,500 | 10.87% | -0.026% |
| AVBH Avidbank Holdings Inc. | 190,858 | $4.87M | $6.01M | - | $1.14M | 23.43% | +0.399% |
| BANC Banc of California Inc. | 381,273 | $7.43M | $7M | - | -$430,235.11 | -5.79% | +0.492% |
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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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FAQ
Which stocks have generated the highest profits for Anton Schutz?
The largest contributions to the portfolio's profits come from the following stocks: CEBK - $322.92M, CTBC - $198.01M, Mechanics Bank - $171.35M, GLCH - $127.27M, and PBKS - $65.97M. 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: Ameris Bancorp - $15.53M, PBIB - $9.49M, SOV - $9.35M, CRMH - $9.12M, and CSBC - $8.3M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anton Schutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $432.54M earned over time. The largest contributors to dividend income include Mechanics Bank - $170.28M, Invesco Mortgage Capital Inc - $32.15M, Citigroup Inc - $28.42M, Flagstar Financial Corporation - $25.1M, and Chimera Investment Corporation - $18.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anton Schutz's monthly returns?
Anton Schutz's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Anton Schutz's strategy be considered aggressive or moderate?
Anton Schutz's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Anton Schutz's strategy?
Anton Schutz's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
