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:
68.01%
Gain -0.01%
Monthly
1.56%
Yearly
20.45%
Drawdown
17.62%
$165.76M
Equity
Holdings
$165.76M
Investment
$107M
$65.49M
Profit +$51,678.25
Realized
$6.73M
Unrealized
$58.76M
Dividends
$4.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
$51,678.25
Win %
75%
This Week
Compared To Last Week
Gain
-2.37%
Profit
-$4.02M
Win %
75%
This Month
Compared to last month
Gain
0.36%
Profit
$589,637.39
Win %
75%
This Year
Compared to last year
Gain
15.33%
Profit
$22.04M
Win %
75%
TOST Toast Inc.
+7.52%
+$16,568.1 
NOW ServiceNow, Inc.
+6.58%
+$124,749.45 
WCN Waste Connections Inc.
+5.28%
+$11,186.27 
ACN Accenture plc Class A
+4.81%
+$8,768.31 
DASH DoorDash, Inc.
+4.49%
+$12,166.99 
ZTS Zoetis Inc.
+4.46%
+$8,020.32 
TPR Tapestry Inc.
+4.29%
+$16,623.96 
BLK BlackRock, Inc.
+4.26%
+$11,079.97 
ADBE Adobe Inc.
+4.09%
+$35,591.32 
SPGI S&P Global Inc.
+4.04%
+$8,193.92 
KMB Kimberly-Clark Corporation
+4.01%
+$6,930.63 
SYK Stryker Corporation
+3.99%
+$6,991.28 
TMO Thermo Fisher Scientific Inc.
+3.94%
+$11,622.33 
HD The Home Depot, Inc.
+3.92%
+$15,151.66 
LLY Eli Lilly and Company
+3.83%
+$70,235.42 
WDAY Workday Inc.
+3.83%
+$6,805.6 
CRH CRH plc
+3.76%
+$8,308.24 
QCOM QUALCOMM Incorporated
+3.6%
+$9,864.92 
BX Blackstone Inc.
+3.34%
+$4,845.75 
IQV IQVIA Holdings Inc.
+3.23%
+$12,362.34 
NFLX Netflix, Inc.
+3.19%
+$36,765 
BNY BlackRock New York Municipal Income Trust
+3.16%
+$16,821.45 
BR Broadridge Financial Solutions, Inc.
+3.16%
+$6,292.36 
PHM PulteGroup Inc.
+3.06%
+$9,001.45 
ORCL Oracle Corporation
+3.03%
+$6,054.84 
UBER Uber Technologies, Inc.
+2.91%
+$59,859.61 
BMY Bristol-Myers Squibb Company
+2.73%
+$10,044 
BSX Boston Scientific Corporation
+2.67%
+$5,500.45 
LDOS Leidos Holdings Inc.
+2.56%
+$20,814.24 
GIS General Mills, Inc.
+2.51%
+$4,433.94 
CGBD Carlyle Secured Lending, Inc.
+2.46%
+$9,777.47 
MGNI Magnite, Inc.
+2.43%
+$5,342.96 
V Visa Inc. Class A
+2.4%
+$31,282.3 
AXP American Express Company
+2.35%
+$11,876.88 
ALV Autoliv, Inc.
+2.2%
+$5,152.5 
SCI Service Corporation International
+2.05%
+$4,125.87 
MCK McKesson Corporation
+2.02%
+$7,649.42 
ADP Automatic Data Processing Inc.
+2%
+$29,992.35 
VRTX Vertex Pharmaceuticals Incorporated
+1.91%
+$33,666.71 
BA Boeing Company
+1.9%
+$24,004.89 
FERG Ferguson Enterprises Inc
+1.86%
+$3,792.24 
ABT Abbott Laboratories
+1.79%
+$10,552.4 
DIS The Walt Disney Company
+1.77%
+$8,526.74 
ALL Allstate Corporation
+1.59%
+$5,306.25 
GE General Electric Company
+1.59%
+$34,440.72 
MCD McDonald's Corporation
+1.57%
+$3,407.14 
DUNK Dana Unconstrained Equity ETF
+1.54%
+$57,598.24 
FITB Fifth Third Bancorp
+1.54%
+$8,577.94 
FXO First Trust Financials AlphaDEX Fund
+1.52%
+$29,011.22 
T AT&T Inc.
+1.52%
+$3,283.71 
CME CME Group Inc.
+1.42%
+$73,961.28 
GPC Genuine Parts Company
+1.4%
+$3,365.36 
SYY Sysco Corporation
+1.33%
+$3,279.96 
COWZ Pacer US Cash Cows 100 ETF
+1.29%
+$16,557.5 
GCOW Pacer Global Cash Cows Dividend ETF
+1.28%
+$35,100 
HWM Howmet Aerospace Inc.
+1.25%
+$3,280.32 
MSFT Microsoft Corp.
+1.25%
+$111,522.4 
PKW Invesco BuyBack Achievers ETF
+1.12%
+$3,786.73 
TJX The TJX Companies, Inc.
+1%
+$3,965.39 
CP Canadian Pacific Kansas City Limited
+0.98%
+$2,357.55 
AME Ametek Inc.
+0.81%
+$42,130.29 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$35,735.81 
NEE NextEra Energy, Inc.
+0.64%
+$3,119 
GD General Dynamics Corporation
+0.64%
+$7,405.62 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.63%
+$2,166 
BAC Bank of America Corporation
+0.58%
+$1,794.6 
GOOGL Alphabet Inc
+0.58%
+$6,847.16 
GOOG Alphabet Inc
+0.51%
+$22,279.97 
EMR Emerson Electric Co.
+0.47%
+$1,455.03 
AMZN Amazon.com Inc
+0.44%
+$20,446.84 
PG Procter & Gamble Co
+0.38%
+$1,198.8 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.33%
+$13,937.76 
ABBV AbbVie Inc.
+0.27%
+$2,437.29 
KO The Coca-Cola Company
+0.2%
+$1,083.73 
META Meta Platforms Inc Class A
+0.19%
+$9,880.01 
SPHB Invesco S&P 500 High Beta ETF
+0.16%
+$501.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$4,607.24 
PAVE Global X U.S. Infrastructure Development ETF
+0.13%
+$438.9 
FE FirstEnergy Corp.
+0.12%
+$349.19 
JNJ Johnson & Johnson
+0.08%
+$261.17 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$1,543.72 
QTUM Defiance Quantum ETF
+0.05%
+$326.3 
SNOW Snowflake Inc.
+0.04%
+$401.76 
RTX RTX Corporation
+0.01%
+$74.32 
DELL Dell Technologies Inc.
-8.57%
-$199,190.99 
ANET Arista Networks, Inc.
-5.13%
-$175,986.38 
VRT Vertiv Holdings Co
-3.85%
-$198,412.5 
JCI Johnson Controls International plc
-3.62%
-$12,591.48 
CSCO Cisco Systems, Inc.
-3.61%
-$148,625 
AMAT Applied Materials, Inc.
-3.48%
-$15,550 
LRCX Lam Research Corporation
-3.07%
-$44,536.8 
CRWD CrowdStrike Holdings, Inc.
-2.1%
-$15,126.55 
NVDA NVIDIA Corporation
-1.68%
-$146,187.62 
FANG Diamondback Energy Inc
-1.49%
-$4,481.03 
ETN Eaton Corporation plc
-1.47%
-$12,061.96 
GEV GE Vernova Inc.
-1.42%
-$96,185.42 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.36%
-$42,968.52 
CAT Caterpillar Inc.
-1.27%
-$33,151.49 
CDNS Cadence Design Systems, Inc.
-1.2%
-$7,080.46 
PANW Palo Alto Networks, Inc.
-1.11%
-$64,234.7 
NU Nu Holdings Ltd.
-1%
-$17,076.15 
AMD Advanced Micro Devices, Inc.
-0.86%
-$24,087.44 
SLB Schlumberger Limited
-0.64%
-$1,885.42 
KR Kroger Co.
-0.56%
-$1,256.7 
LNG Cheniere Energy Inc.
-0.54%
-$1,396.83 
AVGO Broadcom Inc.
-0.5%
-$10,115.31 
TMUS T-Mobile US, Inc.
-0.42%
-$960.1 
TXN Texas Instruments Inc
-0.39%
-$1,718.64 
PLTR Palantir Technologies Inc.
-0.33%
-$5,528.82 
MRK Merck & Co., Inc.
-0.31%
-$2,649.14 
AFL Aflac Inc.
-0.21%
-$584.75 
JPM JPMorgan Chase & Co.
-0.15%
-$1,513.17 
AAPL Apple Inc.
-0.08%
-$7,367.6 Events
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Dividends
Dividend Analysis
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| Trades 720 | Longs Won 515/720 71% | Profit Factor 9.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $420,875.44 |
| Average Win $142,002.9 | Best Trade (Oct 14) $6.2M | Sharpe Ratio -9.87 |
| Average Loss -$37,267.5 | Worst Trade (Sep 29) -$707,580.6 | Z-Score 2.13 (96.67%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $90,960.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,444 | 4,000 | 3,556 | 3,111 | 2,667 | 2,222 | 1,778 | 1,333 | 889 | 444 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,338 | $5.59M | $9.71M | - | $4.12M | 73.63% | -0.076% |
| ABBV AbbVie Inc. | 3,207 | $505,648.8 | $911,557.68 | - | $405,908.88 | 80.27% | +0.268% |
| ABT Abbott Laboratories | 5,735 | $631,036.22 | $601,085.35 | - | -$29,950.87 | -4.75% | +1.787% |
| ACN Accenture plc Class A | 848 | $209,117 | $191,054.4 | - | -$18,062.6 | -8.64% | +4.81% |
| ADBE Adobe Inc. | 3,617 | $1.71M | $906,130.84 | - | -$798,970.6 | -46.86% | +4.088% |
| ADP Automatic Data Processing Inc. | 5,351 | $1.25M | $1.53M | - | $283,224.71 | 22.72% | +2% |
| AFL Aflac Inc. | 2,339 | $261,300.48 | $275,908.44 | - | $14,607.96 | 5.59% | -0.211% |
| ALL Allstate Corporation | 1,415 | $303,730 | $339,486.8 | - | $35,756.8 | 11.77% | +1.588% |
| ALV Autoliv, Inc. | 2,061 | $231,438.02 | $239,405.76 | - | $7,967.74 | 3.44% | +2.2% |
| AMAT Applied Materials, Inc. | 1,000 | $204,740 | $431,080 | - | $226,340 | 110.55% | -3.482% |
| AMD Advanced Micro Devices, Inc. | 4,876 | $754,351.91 | $2.76M | - | $2M | 265.78% | -0.865% |
| AME Ametek Inc. | 21,171 | $3.49M | $5.27M | - | $1.78M | 50.9% | +0.806% |
| AMZN Amazon.com Inc | 18,175 | $3.02M | $4.64M | - | $1.62M | 53.57% | +0.443% |
| ANET Arista Networks, Inc. | 17,546 | $1.76M | $3.25M | - | $1.49M | 84.66% | -5.133% |
| AVGO Broadcom Inc. | 5,847 | $986,634.99 | $2.01M | - | $1.03M | 104.17% | -0.5% |
| AXP American Express Company | 1,645 | $311,596.84 | $516,809.65 | - | $205,212.81 | 65.86% | +2.352% |
| BA Boeing Company | 6,839 | $1.44M | $1.29M | - | -$149,375.43 | -10.4% | +1.901% |
| BAC Bank of America Corporation | 5,982 | $260,674.55 | $309,209.58 | - | $48,535.03 | 18.62% | +0.584% |
| BLK BlackRock, Inc. | 242 | $248,077 | $270,937.15 | - | $22,860.15 | 9.21% | +4.264% |
| BMY Bristol-Myers Squibb Company | 6,200 | $320,261.08 | $377,580 | - | $57,318.92 | 17.9% | +2.733% |
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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, NVIDIA Corporation - $734,999.35, Intuitive Surgical, Inc - $726,573.7, CrowdStrike Holdings, Inc - $636,666.59, and General Electric Company - $520,202.29. 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 $4.55M earned over time. The largest contributors to dividend income include CME Group Inc - $465,735, Pacer Global Cash Cows Dividend ETF - $280,563.6, iShares 7-10 Year Treasury Bond ETF - $211,010, 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.
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