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Thomas Anderton Portfolio
Invests via 626 Financial LLC | Managed by Thomas W. Anderton, Brant Shrimplin
Invests via 626 Financial LLC
Managed by Thomas W. Anderton, Brant Shrimplin
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Thomas Anderton Profile
With a career deeply rooted in financial services, Thomas Anderton has established himself as a pivotal figure in investment management. His extensive expertise spans public and private market transactions, bringing unique insights to capital deployment strategies. Throughout his career, he has held key leadership positions that intersect operational execution with strategic foresight, driving business growth through dynamic partnerships. Additionally, he is known for mentoring emerging talents within the industry and fostering an environment of innovative thinking. As markets evolve rapidly, his contributions continue to shape effective approaches to achieving organizational objectives while enhancing stakeholder value.
With a career deeply rooted in financial services, Thomas Anderton has established himself as a pivotal figure in investment management. His extensive expertise spans public and private market transactions, bringing unique insights to capital deployment strategies. Throughout his career, he has held key leadership positions that intersect operational execution with strategic foresight, driving business growth through dynamic partnerships. Additionally, he is known for mentoring emerging talents within the industry and fostering an environment of innovative thinking. As markets evolve rapidly, his contributions continue to shape effective approaches to achieving organizational objectives while enhancing stakeholder value.
Investment Philosophy & Strategy
Growth potential within emerging markets presents a fertile ground for investment, guided by Thomas Anderton's hands-on leadership experience. Known for harnessing operational insights, he strategically navigates both public and private sectors to unearth high-impact opportunities. His focus lies in identifying innovative companies that demonstrate sustainable scalability while championing transformative approaches across industries. With an eye towards mentorship and collaboration, Anderton not only drives performance but also cultivates new talent in the financial sphere. This combination of foresight and pragmatism forms the bedrock of his unique investment strategy.
Growth potential within emerging markets presents a fertile ground for investment, guided by Thomas Anderton's hands-on leadership experience. Known for harnessing operational insights, he strategically navigates both public and private sectors to unearth high-impact opportunities. His focus lies in identifying innovative companies that demonstrate sustainable scalability while championing transformative approaches across industries. With an eye towards mentorship and collaboration, Anderton not only drives performance but also cultivates new talent in the financial sphere. This combination of foresight and pragmatism forms the bedrock of his unique investment strategy.
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:
32.62%
Gain +0.41%
Monthly
0.56%
Yearly
6.92%
Drawdown
16.56%
$244.95M
Equity
Holdings
$244.95M
Investment
$169.24M
$87.34M
Profit +$1.21M
Realized
$11.63M
Unrealized
$75.71M
Dividends
$13.47M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$1.21M
Win %
80%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$816,961.77
Win %
80%
This Month
Compared to last month
Gain
-1.36%
Profit
-$3.37M
Win %
80%
This Year
Compared to last year
Gain
2.26%
Profit
$5.93M
Win %
80%
ALB Albemarle Corporation
+7.13%
+$23,485.14 
INTC Intel Corporation
+6.48%
+$50,861.8 
NAK Northern Dynasty Minerals Ltd.
+4.36%
+$2,567 
QCOM QUALCOMM Incorporated
+4.28%
+$126,398.01 
TSN Tyson Foods Inc.
+3.2%
+$6,908.18 
T AT&T Inc.
+2.48%
+$8,731.26 
VZ Verizon Communications Inc.
+2.46%
+$12,013.16 
YUMC Yum China Holdings Inc.
+2.46%
+$4,416.96 
JPM JPMorgan Chase & Co.
+2.3%
+$59,249.58 
AXP American Express Company
+2.18%
+$9,945.46 
SYK Stryker Corporation
+2.11%
+$479,408.78 
PM Philip Morris International Inc.
+2.04%
+$8,887.2 
GIS General Mills, Inc.
+2.01%
+$14,596.88 
TSLA Tesla, Inc.
+1.88%
+$16,736.17 
MBWM Mercantile Bank Corporation
+1.81%
+$4,778.48 
DE Deere & Company
+1.53%
+$8,554.31 
DAL Delta Air Lines, Inc.
+1.51%
+$12,770.76 
COF Capital One Financial Corporation
+1.49%
+$6,899.68 
CAT Caterpillar Inc.
+1.48%
+$24,069.24 
SMIN iShares MSCI India Small-Cap ETF
+1.47%
+$33,563.94 
SW Smurfit WestRock PLC
+1.45%
+$6,733.2 
GRPM Invesco S&P MidCap 400 GARP ETF
+1.34%
+$154,836.7 
NEE NextEra Energy, Inc.
+1.3%
+$2,431 
ABBV AbbVie Inc.
+1.3%
+$13,621.8 
C Citigroup Inc.
+1.27%
+$12,911.45 
IWN iShares Russell 2000 Value ETF
+1.17%
+$20,515.77 
ITW Illinois Tool Works Inc.
+1.17%
+$5,337.18 
AFL Aflac Inc.
+1.17%
+$18,264.8 
WHR Whirlpool Corporation
+1.16%
+$2,675.4 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.15%
+$1,604.4 
DTE DTE Energy Company
+1.13%
+$2,505.34 
NSC Norfolk Southern Corporation
+1.11%
+$2,586.88 
DTD WisdomTree U.S. Total Dividend Fund
+1.1%
+$298,440.82 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$4,765.21 
JNJ Johnson & Johnson
+1.05%
+$13,172.5 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$3,276.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$56,811.24 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$3,271.2 
VTV Vanguard Value ETF
+0.94%
+$10,706.16 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$19,177.09 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.91%
+$2,335.01 
IWM iShares Russell 2000 ETF
+0.9%
+$16,922.58 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$2,094.74 
FAD First Trust Multi Cap Growth Fund
+0.85%
+$15,254.08 
PG Procter & Gamble Co
+0.85%
+$10,107.77 
FAB First Trust Multi-Cap Value Fund
+0.81%
+$29,192.02 
GE General Electric Company
+0.81%
+$2,103.29 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,149.64 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$6,646.68 
WTV WisdomTree U.S. Value Fund
+0.76%
+$109,177.38 
CVX Chevron Corporation
+0.75%
+$8,420.94 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$3,088.53 
SBUX Starbucks Corporation
+0.75%
+$2,392.92 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$11,984.11 
HD The Home Depot, Inc.
+0.73%
+$1,892.87 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$35,313.45 
MO Altria Group, Inc.
+0.72%
+$3,138.41 
COST Costco Wholesale Corporation
+0.72%
+$3,313.26 
KHC The Kraft Heinz Company
+0.7%
+$2,619.36 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$2,191.8 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,197.47 
MS Morgan Stanley
+0.66%
+$1,965.6 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$4,052.7 
EMR Emerson Electric Co.
+0.64%
+$7,618.52 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$1,832.32 
GGG Graco Inc.
+0.62%
+$2,658.8 
DOW Dow Inc.
+0.61%
+$5,039.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$27,921.27 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$3,658.4 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,919.14 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,300.18 
GOOGL Alphabet Inc
+0.56%
+$47,056.24 
IWB iShares Russell 1000 ETF
+0.55%
+$1,534.02 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.47%
+$1,705.47 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.47%
+$30,179.98 
LNG Cheniere Energy Inc.
+0.46%
+$2,607.39 
GOOG Alphabet Inc
+0.46%
+$23,422.48 
WMT Walmart Inc.
+0.45%
+$6,919.86 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$3,897.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$23,179.01 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,841.4 
PEP PepsiCo, Inc.
+0.4%
+$1,491.76 
BMY Bristol-Myers Squibb Company
+0.39%
+$3,137.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$1,703.46 
AMGN Amgen Inc.
+0.34%
+$768.6 
XOM Exxon Mobil Corporation
+0.29%
+$1,729.71 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$649 
PFE Pfizer Inc.
+0.15%
+$1,453.08 
NVDA NVIDIA Corporation
+0.14%
+$9,943.45 
PH Parker-Hannifin Corporation
+0.12%
+$772.2 
MSFT Microsoft Corp.
+0.1%
+$8,070.4 
KO The Coca-Cola Company
+0.1%
+$276 
FDX FedEx Corporation
+0.07%
+$234.37 
GLD SPDR Gold Shares
+0.06%
+$770.93 
TJX The TJX Companies, Inc.
+0.06%
+$214.99 
ORCL Oracle Corporation
+0.05%
+$233.16 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$533.26 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$111.88 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$1,266.19 
MCD McDonald's Corporation
+0.01%
+$19.97 
LLY Eli Lilly and Company
-2.41%
-$55,909.9 
HMC Honda Motor Co., Ltd.
-2.36%
-$6,423.68 
NKE Nike, Inc. - Class B
-2.32%
-$10,832.11 
ABT Abbott Laboratories
-1.68%
-$3,522.83 
AAPL Apple Inc.
-1.52%
-$225,702 
CLX The Clorox Company
-1.49%
-$2,928.76 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$15,456.38 
AMZN Amazon.com Inc
-1.21%
-$103,012.59 
NFLX Netflix, Inc.
-1.14%
-$6,776.91 
UBER Uber Technologies, Inc.
-1.12%
-$11,643.06 
IBM International Business Machines Corporation
-0.97%
-$5,481.53 
CSCO Cisco Systems, Inc.
-0.6%
-$2,265.92 
MDLZ Mondelez International, Inc.
-0.58%
-$1,410.44 
UPS United Parcel Service, Inc.
-0.52%
-$6,390.15 
FDN First Trust Dow Jones Internet Index Fund
-0.31%
-$1,542.24 
CRM Salesforce Inc
-0.25%
-$888.88 
META Meta Platforms Inc Class A
-0.23%
-$1,120.59 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,515.7 
FTMH Franklin Municipal High Yield ETF
-0.13%
-$219.94 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$96.47 Events
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Dividends
Dividend Analysis
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| Trades 1568 | Longs Won 1058/1568 67% | Profit Factor 6.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,750.29 |
| Average Win $96,831.18 | Best Trade (Jun 12) $9.39M | Sharpe Ratio -11.57 |
| Average Loss -$29,620.05 | Worst Trade (Jun 11) -$1.46M | Z-Score 10.2 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 1d | Expectancy $55,702.27 |
| 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 | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
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Returns
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