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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:
49.15%
Gain +0.44%
Monthly
0.81%
Yearly
10.2%
Drawdown
19.71%
$256.96M
Equity
Holdings
$256.96M
Investment
$182.03M
$88.45M
Profit +$567,537.19
Realized
$13.52M
Unrealized
$74.93M
Dividends
$14.14M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$567,537.19
Win %
78%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.08M
Win %
78%
This Month
Compared to last month
Gain
0.53%
Profit
$1.35M
Win %
78%
This Year
Compared to last year
Gain
0.53%
Profit
$1.35M
Win %
78%
UBER Uber Technologies, Inc.
+3.4%
+$33,237.12 
SW Smurfit WestRock PLC
+3.15%
+$14,746.14 
AXP American Express Company
+2.83%
+$13,203.03 
GOOG Alphabet Inc
+2.34%
+$105,916.86 
PEP PepsiCo, Inc.
+2.31%
+$8,104.95 
MCD McDonald's Corporation
+2.23%
+$5,898.17 
GE General Electric Company
+2.23%
+$5,508.11 
F Ford Motor Company
+2.16%
+$9,329.14 
COF Capital One Financial Corporation
+2.08%
+$10,718.66 
WMT Walmart Inc.
+2.07%
+$28,851.7 
VZ Verizon Communications Inc.
+2.03%
+$9,780.7 
SYK Stryker Corporation
+1.97%
+$439,716.97 
MSFT Microsoft Corp.
+1.94%
+$151,152.2 
DAL Delta Air Lines, Inc.
+1.89%
+$15,372.3 
COST Costco Wholesale Corporation
+1.77%
+$7,298.54 
GGG Graco Inc.
+1.18%
+$5,433.2 
AAPL Apple Inc.
+1.17%
+$194,348.29 
ALB Albemarle Corporation
+1.16%
+$2,528.33 
NKE Nike, Inc. - Class B
+1.05%
+$5,258.44 
IBM International Business Machines Corporation
+0.98%
+$4,238.52 
JNJ Johnson & Johnson
+0.97%
+$11,286.34 
EMR Emerson Electric Co.
+0.92%
+$11,251.28 
JPM JPMorgan Chase & Co.
+0.85%
+$24,269.91 
AFL Aflac Inc.
+0.76%
+$12,892.8 
BMY Bristol-Myers Squibb Company
+0.76%
+$5,814.84 
C Citigroup Inc.
+0.7%
+$6,747.28 
ITW Illinois Tool Works Inc.
+0.64%
+$3,223.82 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$5,505.75 
NFLX Netflix, Inc.
+0.44%
+$2,183.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.39%
+$2,367.2 
SBUX Starbucks Corporation
+0.39%
+$1,251.6 
CSCO Cisco Systems, Inc.
+0.35%
+$1,217.6 
AVGO Broadcom Inc.
+0.34%
+$873.59 
IWN iShares Russell 2000 Value ETF
+0.33%
+$6,031.74 
VTV Vanguard Value ETF
+0.32%
+$3,700.88 
MDLZ Mondelez International, Inc.
+0.25%
+$524.4 
MBWM Mercantile Bank Corporation
+0.2%
+$564.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.14%
+$9,342.47 
LLY Eli Lilly and Company
+0.12%
+$2,950.44 
KHC The Kraft Heinz Company
+0.08%
+$460.06 
IWB iShares Russell 1000 ETF
+0.07%
+$193.49 
NVDA NVIDIA Corporation
+0.06%
+$4,295.4 
ABT Abbott Laboratories
+0.05%
+$116.65 
FTMH Franklin Municipal High Yield ETF
+0.04%
+$73.31 
PFE Pfizer Inc.
+0.04%
+$399.25 
GIS General Mills, Inc.
+0.03%
+$237.3 
MS Morgan Stanley
+0.03%
+$84.24 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.03%
+$88.95 
WHR Whirlpool Corporation
+0.03%
+$55.79 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$200.49 
FXL First Trust Technology AlphaDEX Fund
+0.02%
+$39.83 
IWY iShares Russell Top 200 Growth ETF
+0.02%
+$1,365.1 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.02%
+$1,067.26 
TSN Tyson Foods Inc.
+0.02%
+$37.53 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$42.15 
VO Vanguard Mid-Cap ETF
+0.01%
+$117.92 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$217.56 
GOOGL Alphabet Inc
+0.01%
+$706.95 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.01%
+$74.24 
IWM iShares Russell 2000 ETF
+0.01%
+$126.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$253.49 
FDN First Trust Dow Jones Internet Index Fund
0%
+$19 
GRPM Invesco S&P MidCap 400 GARP ETF
0%
+$172.68 
BKLC BNY Mellon US Large Cap Core Equity ETF
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CAT Caterpillar Inc.
0%
$0 
DTD WisdomTree U.S. Total Dividend Fund
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
FAD First Trust Multi Cap Growth Fund
0%
$0 
FDX FedEx Corporation
0%
$0 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HMC Honda Motor Co., Ltd.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQI Neos NASDAQ-100 High Income ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SMIN iShares MSCI India Small-Cap ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
UFOX Defiance Connective Technologies ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
WTV WisdomTree U.S. Value Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$29,052.01 
DOW Dow Inc.
-3.65%
-$25,835.18 
NAK Northern Dynasty Minerals Ltd.
-3.17%
-$1,710 
MRVL Marvell Technology, Inc.
-2.6%
-$6,603.3 
MU Micron Technology, Inc.
-2.25%
-$11,142.76 
GLW Corning Incorporated
-2.24%
-$4,352.66 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$22,709.88 
UPS United Parcel Service, Inc.
-1.6%
-$20,455.28 
CEG Constellation Energy Corporation
-1.59%
-$4,680.61 
DTE DTE Energy Company
-1.49%
-$3,398.54 
ETN Eaton Corporation plc
-1.34%
-$2,959.35 
TSLA Tesla, Inc.
-1.22%
-$8,435.34 
NEE NextEra Energy, Inc.
-1.06%
-$2,831.95 
VRT Vertiv Holdings Co
-0.95%
-$2,161.07 
ABBV AbbVie Inc.
-0.94%
-$11,402.07 
INTC Intel Corporation
-0.7%
-$4,014.4 
DE Deere & Company
-0.5%
-$2,458.6 
VOOG Vanguard S&P 500 Growth ETF
-0.38%
-$1,674 
META Meta Platforms Inc Class A
-0.22%
-$1,481.04 
MO Altria Group, Inc.
-0.14%
-$553.5 
T AT&T Inc.
-0.08%
-$306.36 
CVX Chevron Corporation
-0.04%
-$408.53 
CRM Salesforce Inc
-0.03%
-$72.3 
PH Parker-Hannifin Corporation
-0.02%
-$154.09 
PG Procter & Gamble Co
-0.02%
-$241.62 
AMZN Amazon.com Inc
-0.02%
-$1,403.27 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
-0.01%
-$731.87 
PM Philip Morris International Inc.
-0.01%
-$45.32 
XOM Exxon Mobil Corporation
-0.01%
-$40.79 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.01%
-$45.02 
LNG Cheniere Energy Inc.
0%
-$23.51 
FAB First Trust Multi-Cap Value Fund
0%
-$102.09 
LMBS First Trust Low Duration Opportunities ETF
0%
-$2.84 Events
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Dividends
Dividend Analysis
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| Trades 1660 | Longs Won 1116/1660 67% | Profit Factor 6.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $394,052.78 |
| Average Win $93,293.27 | Best Trade (Jul 28) $9.76M | Sharpe Ratio -11.42 |
| Average Loss -$28,796.31 | Worst Trade (Jul 28) -$748,905.9 | Z-Score 10.37 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 6d | Expectancy $53,283.19 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Thomas Anderton?
The largest contributions to the portfolio's profits come from the following stocks: WisdomTree U.S. Total Dividend Fund - $6.11M, Stryker Corporation - $2.81M, NVIDIA Corporation - $2.37M, State Street Technology Select Sector SPDR ETF - $1.31M, and First Trust Emerging Markets Small Cap AlphaDEX Fund - $1.31M. 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: The Walt Disney Company - $1.31M, Pacer US Small Cap Cash Cows 100 ETF - $952,580.86, PayPal Holdings Inc - $677,591.52, eXp World Holdings Inc - $366,528.92, and Invesco S&P MidCap 400 GARP ETF - $340,280.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Anderton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.14M earned over time. The largest contributors to dividend income include WisdomTree U.S. Total Dividend Fund - $2.67M, First Trust Emerging Markets Small Cap AlphaDEX Fund - $1.7M, Stryker Corporation - $1.09M, First Trust Multi-Cap Value Fund - $446,609.58, and SPDR Portfolio S&P 600 Small Cap ETF - $327,660.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Anderton's monthly returns?
Thomas Anderton's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Thomas Anderton's strategy be considered aggressive or moderate?
Thomas Anderton'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 Thomas Anderton's strategy?
Thomas Anderton'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.
