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:
21.83%
Gain -1.08%
Monthly
0.12%
Yearly
1.5%
Drawdown
12.23%
$517.38M
Equity
Holdings
$517.38M
Investment
$369.04M
$147.19M
Profit -$5.61M
Realized
-$1.14M
Unrealized
$148.33M
Dividends
$95.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$5.61M
Win %
88%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$2.84M
Win %
88%
This Month
Compared to last month
Gain
1.01%
Profit
$5.15M
Win %
88%
This Year
Compared to last year
Gain
6.17%
Profit
$29.98M
Win %
88%
GS The Goldman Sachs Group, Inc.
+1.39%
+$775,950 
C Citigroup Inc.
+1.18%
+$27,157.5 
MS Morgan Stanley
+1.11%
+$335,300 
USB U.S. Bancorp
+0.68%
+$105,350 
PIPR Piper Sandler Companies
+0.46%
+$42,000 
CFFN Capitol Federal Financial, Inc.
+0.06%
+$1,132 
00350P100
0%
$0 
020584108
0%
$0 
31659U102
0%
$0 
320103104
0%
$0 
320651102
0%
$0 
445069107
0%
$0 
694166109
0%
$0 
842870107
0%
$0 
910909100
0%
$0 
AC
0%
$0 
ALNC
0%
$0 
AMTD
0%
$0 
ASBH
0%
$0 
BARI
0%
$0 
BFD
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BKMU Bank Mutual Corp.
0%
$0 
BNK
0%
$0 
BSC
0%
$0 
CBKN
0%
$0 
CEBK
0%
$0 
CF
0%
$0 
CFC
0%
$0 
CFNL Cardinal Financial Corp.
0%
$0 
CHFN
0%
$0 
CMA Comerica Inc.
0%
$0 
CNO
0%
$0 
CSBC
0%
$0 
CVAL
0%
$0 
DIMEQ
0%
$0 
EVBN Evans Bancorp Inc.
0%
$0 
FBF
0%
$0 
FBR
0%
$0 
FPFCQ
0%
$0 
GAF
0%
$0 
GPT
0%
$0 
HCBK
0%
$0 
IFCJ
0%
$0 
IFIN
0%
$0 
JHF
0%
$0 
KNBT
0%
$0 
KRB
0%
$0 
LBOH
0%
$0 
LEHMQ
0%
$0 
LFIN
0%
$0 
MBTF MBT Financial Corp
0%
$0 
MEL
0%
$0 
MER
0%
$0 
NCF
0%
$0 
NFS
0%
$0 
NWSB
0%
$0 
NYCB Flagstar Financial Corporation
0%
$0 
OCNB
0%
$0 
PBCT People's United Financial Inc
0%
$0 
PBKS
0%
$0 
PPMIQ
0%
$0 
PVN
0%
$0 
ROBK
0%
$0 
SCFS
0%
$0 
SFFS
0%
$0 
SOV
0%
$0 
STI
0%
$0 
UBH
0%
$0 
WCBO
0%
$0 
WFBC
0%
$0 
WFD
0%
$0 
WSH
0%
$0 
WYPT
0%
$0 
ETFC E*TRADE Financial Corp
-74.32%
-$768,810 
STL Sterling Bancorp-DE
-3.24%
-$228,800 
DCOM Dime Community Bancshares Inc.
-1.54%
-$58,590 
FHI Federated Hermes Inc.
-0.83%
-$22,050 
AIG American International Group Inc.
-0.81%
-$3,250 
PNC The PNC Financial Services Group, Inc.
-0.69%
-$139,599.2 
PNFP Pinnacle Financial Partners Inc.
-0.66%
-$134,000 
FCF First Commonwealth Financial Corporation
-0.5%
-$5,250 
RF Regions Financial Corporation
-0.38%
-$11,856 
RDN Radian Group Inc.
-0.36%
-$12,250 
WBS Webster Financial Corporation
-0.26%
-$8,970 
WSFS WSFS Financial Corporation
-0.25%
-$45,600 
PRU Prudential Financial, Inc.
-0.21%
-$26,649 
TCBI Texas Capital Bancshares Inc.
-0.2%
-$25,410 
KEY KeyCorp
-0.09%
-$1,500 Events
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Dividends
Dividend Analysis
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| Trades 89 | Longs Won 17/89 19% | Profit Factor 7.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.87M |
| Average Win $10.11M | Best Trade (Jul 20) $51.41M | Sharpe Ratio -205.95 |
| Average Loss -$326,882.39 | Worst Trade (Jul 20) -$6.63M | Z-Score -3.82 (100%) |
| Commissions $0 | Avg. Trade Length 22y 7m 1d | Expectancy $1.65M |
| 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% | 0.03% | 2.25% |
| Consecutive Losing Trades | 1,582 | 1,424 | 1,266 | 1,108 | 949 | 791 | 633 | 475 | 316 | 158 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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: Flagstar Financial Corporation - $19.25M, Citigroup Inc - $15.61M, U.S. Bancorp - $7.16M, Prudential Financial, Inc - $6.4M, and American International Group Inc - $5.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Anton Schutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $95.82M earned over time. The largest contributors to dividend income include Flagstar Financial Corporation - $19.25M, Citigroup Inc - $15.61M, U.S. Bancorp - $7.16M, Prudential Financial, Inc - $6.4M, and American International Group Inc - $5.72M. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Anton Schutz's strategy be considered aggressive or moderate?
Anton Schutz's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Anton Schutz's strategy?
Anton Schutz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
