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:
7.58%
Gain
Monthly
0.24%
Yearly
2.92%
Drawdown
35.84%
$161.61M
Equity
Holdings
$161.61M
Investment
$107M
$62.74M
Profit -$1.4M
Realized
$8.12M
Unrealized
$54.62M
Dividends
$4.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.4M
Win %
75%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$1.55M
Win %
75%
This Month
Compared to last month
Gain
0.11%
Profit
$184,404.43
Win %
75%
This Year
Compared to last year
Gain
12.45%
Profit
$17.89M
Win %
75%
ABT Abbott Laboratories
+10.7%
+$54,769.25 
MCK McKesson Corporation
+5.47%
+$16,889.64 
ACN Accenture plc Class A
+4.42%
+$5,130.41 
GIS General Mills, Inc.
+4.26%
+$8,730.18 
SYK Stryker Corporation
+3.99%
+$7,846.53 
ADBE Adobe Inc.
+3.96%
+$32,191.3 
MRK Merck & Co., Inc.
+3.87%
+$27,528.02 
BSX Boston Scientific Corporation
+3.75%
+$7,724.55 
ZTS Zoetis Inc.
+3.75%
+$6,671.66 
ADP Automatic Data Processing Inc.
+3.69%
+$48,908.14 
GPC Genuine Parts Company
+3.53%
+$7,809.83 
BR Broadridge Financial Solutions, Inc.
+3.51%
+$6,132.37 
ABBV AbbVie Inc.
+3.23%
+$25,287.19 
WDAY Workday Inc.
+3.03%
+$4,042 
T AT&T Inc.
+3%
+$6,027 
KR Kroger Co.
+2.99%
+$5,982.6 
TMUS T-Mobile US, Inc.
+2.98%
+$8,024.8 
KO The Coca-Cola Company
+2.83%
+$13,649.14 
WCN Waste Connections Inc.
+2.75%
+$6,315.93 
FITB Fifth Third Bancorp
+2.55%
+$16,539.17 
KMB Kimberly-Clark Corporation
+2.53%
+$4,689.9 
CP Canadian Pacific Kansas City Limited
+2.5%
+$6,305.4 
TJX The TJX Companies, Inc.
+2.35%
+$9,843.87 
SCI Service Corporation International
+2.35%
+$4,646.37 
MCD McDonald's Corporation
+2.32%
+$5,593.54 
BMY Bristol-Myers Squibb Company
+2.24%
+$8,153 
SPGI S&P Global Inc.
+2.07%
+$4,568.16 
SYY Sysco Corporation
+2.04%
+$4,995.86 
DIS The Walt Disney Company
+1.88%
+$8,084.94 
TPR Tapestry Inc.
+1.87%
+$8,834.64 
VRTX Vertex Pharmaceuticals Incorporated
+1.82%
+$30,744.56 
MSFT Microsoft Corp.
+1.78%
+$117,876.17 
V Visa Inc. Class A
+1.77%
+$21,027.17 
PG Procter & Gamble Co
+1.77%
+$5,234.76 
PHM PulteGroup Inc.
+1.6%
+$5,400.87 
COWZ Pacer US Cash Cows 100 ETF
+1.59%
+$18,777.5 
AAPL Apple Inc.
+1.49%
+$138,289.44 
HD The Home Depot, Inc.
+1.45%
+$6,466.46 
LNG Cheniere Energy Inc.
+1.43%
+$3,374.52 
ALV Autoliv, Inc.
+1.43%
+$3,606.75 
AFL Aflac Inc.
+1.41%
+$3,976.3 
UBER Uber Technologies, Inc.
+1.38%
+$29,707 
LLY Eli Lilly and Company
+1.35%
+$23,740.05 
IQV IQVIA Holdings Inc.
+1.35%
+$4,081.77 
FXO First Trust Financials AlphaDEX Fund
+1.24%
+$24,594.72 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$29,675.56 
JNJ Johnson & Johnson
+1.14%
+$3,579.94 
FE FirstEnergy Corp.
+0.83%
+$2,571.34 
PKW Invesco BuyBack Achievers ETF
+0.79%
+$2,609.64 
GCOW Pacer Global Cash Cows Dividend ETF
+0.79%
+$21,000 
AME Ametek Inc.
+0.78%
+$38,319.51 
CRH CRH plc
+0.67%
+$1,951.6 
SNOW Snowflake Inc.
+0.66%
+$6,026.4 
LDOS Leidos Holdings Inc.
+0.66%
+$4,782.56 
EMR Emerson Electric Co.
+0.65%
+$1,683.27 
FANG Diamondback Energy Inc
+0.62%
+$1,793.79 
TOST Toast Inc.
+0.51%
+$1,153.49 
GD General Dynamics Corporation
+0.38%
+$4,879 
TMO Thermo Fisher Scientific Inc.
+0.34%
+$797.16 
AXP American Express Company
+0.34%
+$1,982.41 
GOOG Alphabet Inc
+0.26%
+$12,215.93 
FERG Ferguson Enterprises Inc
+0.25%
+$531.28 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.25%
+$830.3 
ALL Allstate Corporation
+0.24%
+$820.7 
NFLX Netflix, Inc.
+0.24%
+$2,859.5 
GOOGL Alphabet Inc
+0.21%
+$2,630.94 
AMZN Amazon.com Inc
+0.21%
+$9,541.87 
BX Blackstone Inc.
+0.18%
+$320.77 
BAC Bank of America Corporation
+0.03%
+$119.64 
CME CME Group Inc.
+0.01%
+$651.48 
AMD Advanced Micro Devices, Inc.
-7.03%
-$181,387.2 
GE General Electric Company
-6.08%
-$155,018.24 
LRCX Lam Research Corporation
-5.53%
-$93,830.94 
VRT Vertiv Holdings Co
-5.23%
-$368,612.5 
ORCL Oracle Corporation
-5.02%
-$10,167.85 
AVGO Broadcom Inc.
-4.6%
-$106,123.05 
ETN Eaton Corporation plc
-4.45%
-$36,940.32 
CAT Caterpillar Inc.
-4.34%
-$138,935.81 
QCOM QUALCOMM Incorporated
-4.11%
-$11,609.52 
TXN Texas Instruments Inc
-3.78%
-$18,031.15 
DELL Dell Technologies Inc.
-3.77%
-$71,263.89 
HWM Howmet Aerospace Inc.
-3.65%
-$12,289.14 
GEV GE Vernova Inc.
-3.47%
-$263,073.7 
QTUM Defiance Quantum ETF
-3.28%
-$24,347 
AMAT Applied Materials, Inc.
-3.19%
-$18,490 
NVDA NVIDIA Corporation
-3.09%
-$257,839.65 
SPHB Invesco S&P 500 High Beta ETF
-3.04%
-$9,711.9 
ANET Arista Networks, Inc.
-2.9%
-$87,379.08 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.89%
-$95,144.58 
CSCO Cisco Systems, Inc.
-2.75%
-$111,287.5 
CDNS Cadence Design Systems, Inc.
-2.18%
-$14,482.8 
BNY BlackRock New York Municipal Income Trust
-2.05%
-$12,877.11 
META Meta Platforms Inc Class A
-1.92%
-$90,231.54 
CRWD CrowdStrike Holdings, Inc.
-1.58%
-$9,409.05 
JCI Johnson Controls International plc
-1.52%
-$4,945.43 
RTX RTX Corporation
-1.45%
-$21,106.95 
DASH DoorDash, Inc.
-1.38%
-$3,871.34 
MGNI Magnite, Inc.
-1.35%
-$2,551.72 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.24%
-$53,428.08 
SLB Schlumberger Limited
-1.18%
-$3,405.92 
BA Boeing Company
-1.06%
-$15,763.9 
JPM JPMorgan Chase & Co.
-0.85%
-$8,752.62 
BLK BlackRock, Inc.
-0.68%
-$1,793.22 
PANW Palo Alto Networks, Inc.
-0.58%
-$31,962.87 
PLTR Palantir Technologies Inc.
-0.34%
-$3,769.65 
DUNK Dana Unconstrained Equity ETF
-0.3%
-$10,036.74 
NOW ServiceNow, Inc.
-0.26%
-$3,657.15 
PAVE Global X U.S. Infrastructure Development ETF
-0.18%
-$627 
CGBD Carlyle Secured Lending, Inc.
-0.14%
-$575.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$5,415.38 
NU Nu Holdings Ltd.
-0.09%
-$1,445.78 
NEE NextEra Energy, Inc.
-0.04%
-$249.52 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$837.68 Events
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Dividends
Dividend Analysis
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| Trades 720 | Longs Won 505/720 70% | Profit Factor 10.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $410,632.56 |
| Average Win $136,894.13 | Best Trade (Jul 10) $5.99M | Sharpe Ratio -9.93 |
| Average Loss -$29,723.02 | Worst Trade (Jul 15) -$491,948.28 | Z-Score -1.17 (75.74%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $87,140.4 |
| 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 | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
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Returns
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