Joseph D'Anniballe Portfolio
Invests via 1858 WEALTH MANAGEMENT, LLC | Managed by Joseph P. D’Anniballe, Sean M. Houston
Invests via 1858 WEALTH MANAGEMENT, LLC
Managed by Joseph P. D’Anniballe, Sean M. Houston
Automatically Tracked
Joseph D'Anniballe Profile
A seasoned private markets investor and operating executive focused on buyouts, growth equity and distressed opportunities across industrials and TMT. Joseph D'Anniballe combines hands-on operating experience with deal execution and portfolio management roles, having led M&A, restructuring and capital strategy initiatives for middle-market companies. Known for active governance, operational improvement programs and cross-border transaction experience, typical remit includes board positions, value-creation plans and sourcing direct investments for institutional allocators.
A seasoned private markets investor and operating executive focused on buyouts, growth equity and distressed opportunities across industrials and TMT. Joseph D'Anniballe combines hands-on operating experience with deal execution and portfolio management roles, having led M&A, restructuring and capital strategy initiatives for middle-market companies. Known for active governance, operational improvement programs and cross-border transaction experience, typical remit includes board positions, value-creation plans and sourcing direct investments for institutional allocators.
Investment Philosophy & Strategy
Privately oriented, pragmatic capital allocator prioritizing control or strong governance positions to drive operational turnarounds and strategic growth. Investment decisions favor mid‑market buyouts, growth equity and distressed situations in industrials and TMT where active operational intervention and restructuring can expand margins and free cash flow. Uses a hands‑on value‑creation playbook—board oversight, cost and working‑capital optimization, bolt‑on M&A and cross‑border carve‑outs—to shorten value realization timelines. Targets asymmetric risk/reward opportunities, applies disciplined underwriting with scenario-based downside protection and a 3–7 year exit horizon.
Privately oriented, pragmatic capital allocator prioritizing control or strong governance positions to drive operational turnarounds and strategic growth. Investment decisions favor mid‑market buyouts, growth equity and distressed situations in industrials and TMT where active operational intervention and restructuring can expand margins and free cash flow. Uses a hands‑on value‑creation playbook—board oversight, cost and working‑capital optimization, bolt‑on M&A and cross‑border carve‑outs—to shorten value realization timelines. Targets asymmetric risk/reward opportunities, applies disciplined underwriting with scenario-based downside protection and a 3–7 year exit horizon.
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:
66.58%
Gain -1.13%
Monthly
1.61%
Yearly
21.07%
Drawdown
17.62%
$164.44M
Equity
Holdings
$164.44M
Investment
$107M
$64.17M
Profit -$1.57M
Realized
$6.73M
Unrealized
$57.44M
Dividends
$4.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.13%
Profit
-$1.57M
Win %
76%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$789,592.18
Win %
76%
This Month
Compared to last month
Gain
-0.94%
Profit
-$1.57M
Win %
76%
This Year
Compared to last year
Gain
14.42%
Profit
$20.72M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$655,753.82 
ETN Eaton Corporation plc
+7.32%
+$56,959.72 
GOOG Alphabet Inc
+6.88%
+$290,777.23 
GOOGL Alphabet Inc
+6.73%
+$75,791.31 
VRT Vertiv Holdings Co
+6.18%
+$325,368.98 
ANET Arista Networks, Inc.
+5.46%
+$163,704.29 
FERG Ferguson Enterprises Inc
+3.52%
+$7,300.52 
META Meta Platforms Inc Class A
+3.28%
+$122,151.06 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$16,265.76 
MSFT Microsoft Corp.
+3.02%
+$227,726.23 
NVDA NVIDIA Corporation
+2.93%
+$224,089.22 
LDOS Leidos Holdings Inc.
+2.84%
+$21,487.84 
CDNS Cadence Design Systems, Inc.
+2.16%
+$12,873.56 
CSCO Cisco Systems, Inc.
+2.14%
+$88,087.5 
LNG Cheniere Energy Inc.
+2.13%
+$5,080.23 
JCI Johnson Controls International plc
+1.93%
+$6,335.62 
PANW Palo Alto Networks, Inc.
+1.89%
+$94,962.15 
ORCL Oracle Corporation
+1.81%
+$3,531.99 
HWM Howmet Aerospace Inc.
+1.8%
+$6,005.89 
ZTS Zoetis Inc.
+1.66%
+$3,007.62 
ACN Accenture plc Class A
+1.61%
+$2,230.25 
FANG Diamondback Energy Inc
+1.59%
+$4,830.42 
BSX Boston Scientific Corporation
+1.59%
+$3,491.59 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$48,926.52 
GE General Electric Company
+1.42%
+$35,572.15 
WDAY Workday Inc.
+1.41%
+$2,096.2 
SLB Schlumberger Limited
+1.39%
+$4,135.76 
AMAT Applied Materials, Inc.
+1.18%
+$5,900.02 
SCI Service Corporation International
+1.05%
+$2,285.1 
NOW ServiceNow, Inc.
+1.05%
+$15,712.2 
ADBE Adobe Inc.
+1.01%
+$9,078.71 
ADP Automatic Data Processing Inc.
+0.98%
+$13,859.04 
GEV GE Vernova Inc.
+0.85%
+$59,649.18 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,036.7 
MCD McDonald's Corporation
+0.82%
+$2,004.21 
EMR Emerson Electric Co.
+0.79%
+$2,244.38 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$30,972.8 
AME Ametek Inc.
+0.71%
+$35,991.03 
CAT Caterpillar Inc.
+0.7%
+$19,827.96 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,790 
QTUM Defiance Quantum ETF
+0.67%
+$4,718.8 
WCN Waste Connections Inc.
+0.67%
+$1,499.61 
PLTR Palantir Technologies Inc.
+0.65%
+$6,701.58 
DUNK Dana Unconstrained Equity ETF
+0.64%
+$21,959.41 
SYY Sysco Corporation
+0.63%
+$1,609.61 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,630.21 
RTX RTX Corporation
+0.39%
+$6,242.88 
AVGO Broadcom Inc.
+0.37%
+$8,419.68 
PG Procter & Gamble Co
+0.37%
+$1,058.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,115.86 
BAC Bank of America Corporation
+0.36%
+$1,316.04 
GD General Dynamics Corporation
+0.32%
+$4,251.7 
MRK Merck & Co., Inc.
+0.32%
+$2,361.25 
JPM JPMorgan Chase & Co.
+0.27%
+$2,788.98 
CME CME Group Inc.
+0.21%
+$10,431.18 
JNJ Johnson & Johnson
+0.21%
+$675.22 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,405 
T AT&T Inc.
+0.17%
+$375.28 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$966.74 
DELL Dell Technologies Inc.
+0.14%
+$2,563.12 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$367.18 
AFL Aflac Inc.
+0.09%
+$280.68 
ABT Abbott Laboratories
+0.09%
+$516.15 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$152.62 
DIS The Walt Disney Company
+0.03%
+$132.54 
AAPL Apple Inc.
-7.35%
-$694,847.76 
SYK Stryker Corporation
-6.42%
-$13,895.48 
QCOM QUALCOMM Incorporated
-2.63%
-$6,328.16 
ABBV AbbVie Inc.
-2.51%
-$20,749.29 
BA Boeing Company
-2.15%
-$32,553.57 
NFLX Netflix, Inc.
-2%
-$23,856.4 
AMD Advanced Micro Devices, Inc.
-1.9%
-$45,054.34 
GIS General Mills, Inc.
-1.84%
-$3,690.36 
TOST Toast Inc.
-1.77%
-$4,280.4 
PHM PulteGroup Inc.
-1.76%
-$6,099.52 
SNOW Snowflake Inc.
-1.62%
-$16,137.39 
LRCX Lam Research Corporation
-1.58%
-$23,786.76 
TJX The TJX Companies, Inc.
-1.21%
-$5,324.13 
IQV IQVIA Holdings Inc.
-1.17%
-$4,052.49 
NEE NextEra Energy, Inc.
-1.15%
-$6,300.38 
NU Nu Holdings Ltd.
-1.1%
-$18,214.56 
CGBD Carlyle Secured Lending, Inc.
-1.09%
-$4,217.73 
TXN Texas Instruments Inc
-1.08%
-$4,783.71 
MCK McKesson Corporation
-1.08%
-$3,616.16 
CRH CRH plc
-1.03%
-$2,760.11 
KO The Coca-Cola Company
-1.02%
-$5,272.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$16,293.2 
FE FirstEnergy Corp.
-0.82%
-$2,539.6 
KMB Kimberly-Clark Corporation
-0.8%
-$1,528.56 
ALV Autoliv, Inc.
-0.8%
-$2,040.39 
SPGI S&P Global Inc.
-0.74%
-$1,522.72 
BLK BlackRock, Inc.
-0.73%
-$1,931.16 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$20,400 
DASH DoorDash, Inc.
-0.69%
-$2,018.01 
LLY Eli Lilly and Company
-0.53%
-$9,286.95 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$971.7 
ALL Allstate Corporation
-0.49%
-$1,839.52 
MGNI Magnite, Inc.
-0.46%
-$829.08 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,081.87 
HD The Home Depot, Inc.
-0.42%
-$1,819.54 
AXP American Express Company
-0.38%
-$2,089.13 
GPC Genuine Parts Company
-0.37%
-$841.34 
TMUS T-Mobile US, Inc.
-0.36%
-$902.78 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$14,821.04 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$5,555.43 
BX Blackstone Inc.
-0.25%
-$436.81 
KR Kroger Co.
-0.21%
-$424.8 
FITB Fifth Third Bancorp
-0.16%
-$1,009.17 
TPR Tapestry Inc.
-0.14%
-$708.12 
V Visa Inc. Class A
-0.04%
-$466.87 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$72.2 
UBER Uber Technologies, Inc.
-0.01%
-$297.07 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$418.92 Events
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Dividends
Dividend Analysis
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| Trades 720 | Longs Won 517/720 71% | Profit Factor 10.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,138.3 |
| Average Win $137,520.38 | Best Trade (Aug 28) $6.45M | Sharpe Ratio -9.87 |
| Average Loss -$34,109.89 | Worst Trade (Sep 29) -$707,580.6 | Z-Score 5.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $89,130.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,831 | 4,348 | 3,865 | 3,382 | 2,899 | 2,415 | 1,932 | 1,449 | 966 | 483 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,338 | $5.59M | $8.75M | - | $3.16M | 56.51% | -7.354% |
| ABBV AbbVie Inc. | 3,207 | $505,648.8 | $804,764.58 | - | $299,115.78 | 59.15% | -2.513% |
| ABT Abbott Laboratories | 5,735 | $631,036.22 | $606,189.5 | - | -$24,846.72 | -3.94% | +0.085% |
| ACN Accenture plc Class A | 848 | $209,117 | $140,700.16 | - | -$68,416.84 | -32.72% | +1.611% |
| ADBE Adobe Inc. | 3,617 | $1.71M | $905,732.97 | - | -$799,368.47 | -46.88% | +1.013% |
| ADP Automatic Data Processing Inc. | 5,351 | $1.25M | $1.43M | - | $179,067.45 | 14.36% | +0.982% |
| AFL Aflac Inc. | 2,339 | $261,300.48 | $298,175.72 | - | $36,875.24 | 14.11% | +0.094% |
| ALL Allstate Corporation | 1,415 | $303,730 | $373,673.18 | - | $69,943.18 | 23.03% | -0.49% |
| ALV Autoliv, Inc. | 2,061 | $231,438.02 | $253,853.37 | - | $22,415.35 | 9.69% | -0.797% |
| AMAT Applied Materials, Inc. | 1,000 | $204,740 | $507,670.01 | - | $302,930.01 | 147.96% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 4,876 | $754,351.91 | $2.32M | - | $1.57M | 207.78% | -1.904% |
| AME Ametek Inc. | 21,171 | $3.49M | $5.12M | - | $1.63M | 46.59% | +0.708% |
| AMZN Amazon.com Inc | 18,175 | $3.02M | $4.94M | - | $1.92M | 63.43% | +15.321% |
| ANET Arista Networks, Inc. | 17,546 | $1.76M | $3.16M | - | $1.4M | 79.64% | +5.456% |
| AVGO Broadcom Inc. | 5,847 | $986,634.99 | $2.28M | - | $1.29M | 130.7% | +0.371% |
| AXP American Express Company | 1,645 | $311,596.84 | $553,131.25 | - | $241,534.41 | 77.52% | -0.376% |
| BA Boeing Company | 6,839 | $1.44M | $1.48M | - | $41,911.4 | 2.92% | -2.155% |
| BAC Bank of America Corporation | 5,982 | $260,674.55 | $370,584.9 | - | $109,910.35 | 42.16% | +0.356% |
| BLK BlackRock, Inc. | 242 | $248,077 | $263,874.38 | - | $15,797.38 | 6.37% | -0.727% |
| BMY Bristol-Myers Squibb Company | 6,200 | $320,261.08 | $404,922 | - | $84,660.92 | 26.43% | +0.694% |
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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 Joseph D'Anniballe?
The largest contributions to the portfolio's profits come from the following stocks: GE Vernova Inc - $1.21M, Intuitive Surgical, Inc - $726,573.7, NVIDIA Corporation - $725,188.1, CrowdStrike Holdings, Inc - $636,666.59, and General Electric Company - $516,878.45. 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: Super Micro Computer Inc - $707,580.6, Tesla, Inc - $417,168.19, Dell Technologies Inc - $246,769.24, Block, Inc - $238,902.64, and Sterling Infrastructure, Inc - $224,936.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph D'Anniballe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.26M earned over time. The largest contributors to dividend income include CME Group Inc - $441,945, Pacer Global Cash Cows Dividend ETF - $254,877.6, iShares 7-10 Year Treasury Bond ETF - $192,082.39, iShares iBonds Dec 2025 Term Treasury ETF - $172,907.5, and iShares iBonds Dec 2027 Term - $160,349.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph D'Anniballe's monthly returns?
Joseph D'Anniballe'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 Joseph D'Anniballe's strategy be considered aggressive or moderate?
Joseph D'Anniballe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joseph D'Anniballe's strategy?
Joseph D'Anniballe's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
