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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:
54.76%
Gain +0.29%
Monthly
0.82%
Yearly
10.3%
Drawdown
19.74%
$260.58M
Equity
Holdings
$260.58M
Investment
$182.03M
$91.55M
Profit +$571,315.39
Realized
$13.01M
Unrealized
$78.55M
Dividends
$14.3M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$571,315.39
Win %
81%
This Week
Compared To Last Week
Gain
-1.54%
Profit
-$4.07M
Win %
81%
This Month
Compared to last month
Gain
-1.69%
Profit
-$4.49M
Win %
81%
This Year
Compared to last year
Gain
1.94%
Profit
$4.97M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$1.27M 
ETN Eaton Corporation plc
+7.32%
+$15,428.95 
GOOG Alphabet Inc
+6.88%
+$325,255.2 
GOOGL Alphabet Inc
+6.73%
+$529,505.55 
VRT Vertiv Holdings Co
+6.18%
+$11,016.82 
META Meta Platforms Inc Class A
+3.28%
+$19,836.95 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$40,404.96 
MSFT Microsoft Corp.
+3.02%
+$278,201.92 
NVDA NVIDIA Corporation
+2.93%
+$204,372.57 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$13,213.76 
CVX Chevron Corporation
+2.35%
+$26,383.24 
MRVL Marvell Technology, Inc.
+2.32%
+$5,559.3 
GLW Corning Incorporated
+2.24%
+$4,008.69 
CSCO Cisco Systems, Inc.
+2.14%
+$7,396.92 
LNG Cheniere Energy Inc.
+2.13%
+$12,943.02 
CRM Salesforce Inc
+1.83%
+$4,786.25 
ORCL Oracle Corporation
+1.81%
+$4,522.98 
VZ Verizon Communications Inc.
+1.52%
+$7,283.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$12,398.08 
PH Parker-Hannifin Corporation
+1.43%
+$9,205.83 
GE General Electric Company
+1.42%
+$3,515.97 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$6,305.4 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$2,669.27 
ITW Illinois Tool Works Inc.
+1.15%
+$5,820.75 
IBM International Business Machines Corporation
+0.86%
+$3,873.44 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$63,588.36 
MCD McDonald's Corporation
+0.82%
+$2,195.61 
EMR Emerson Electric Co.
+0.79%
+$9,762.22 
TSLA Tesla, Inc.
+0.76%
+$5,225 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,691.06 
NAK Northern Dynasty Minerals Ltd.
+0.72%
+$342 
CAT Caterpillar Inc.
+0.7%
+$10,245.67 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$2,843.28 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,567.4 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$72,750 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,614.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,023.21 
DOW Dow Inc.
+0.67%
+$4,740.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,815.96 
IWB iShares Russell 1000 ETF
+0.64%
+$1,782.79 
MBWM Mercantile Bank Corporation
+0.59%
+$1,645.36 
MO Altria Group, Inc.
+0.57%
+$2,158.65 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$24,564.28 
NSC Norfolk Southern Corporation
+0.46%
+$1,165.62 
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund
+0.46%
+$29,275 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$458.4 
PFE Pfizer Inc.
+0.4%
+$3,992.5 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,467.1 
AVGO Broadcom Inc.
+0.37%
+$967.68 
PG Procter & Gamble Co
+0.37%
+$4,268.62 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,551.42 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$9,628.58 
UFOX Defiance Connective Technologies ETF
+0.28%
+$542.4 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$2,431.35 
JPM JPMorgan Chase & Co.
+0.27%
+$7,629.98 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$76,447.44 
JNJ Johnson & Johnson
+0.21%
+$2,345.78 
T AT&T Inc.
+0.17%
+$612.72 
MS Morgan Stanley
+0.17%
+$505.44 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$444.75 
DTE DTE Energy Company
+0.12%
+$259.08 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$408.9 
C Citigroup Inc.
+0.1%
+$953.35 
AFL Aflac Inc.
+0.09%
+$1,611.6 
WMT Walmart Inc.
+0.09%
+$1,271.03 
ABT Abbott Laboratories
+0.09%
+$209.97 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.23M 
SYK Stryker Corporation
-6.42%
-$1.51M 
MU Micron Technology, Inc.
-5.9%
-$27,725.28 
TSN Tyson Foods Inc.
-4.43%
-$10,095.57 
SW Smurfit WestRock PLC
-3.26%
-$14,938.9 
QCOM QUALCOMM Incorporated
-2.63%
-$58,126.47 
ABBV AbbVie Inc.
-2.51%
-$30,234.31 
KHC The Kraft Heinz Company
-2.01%
-$12,191.59 
NFLX Netflix, Inc.
-2%
-$10,282.78 
HMC Honda Motor Co., Ltd.
-1.99%
-$6,122.57 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,942.26 
GIS General Mills, Inc.
-1.84%
-$15,895.75 
WHR Whirlpool Corporation
-1.5%
-$3,180.03 
GLD SPDR Gold Shares
-1.49%
-$19,360.87 
NKE Nike, Inc. - Class B
-1.37%
-$6,931.58 
DAL Delta Air Lines, Inc.
-1.3%
-$10,980.2 
MDLZ Mondelez International, Inc.
-1.22%
-$2,691.93 
F Ford Motor Company
-1.21%
-$5,416.92 
NEE NextEra Energy, Inc.
-1.15%
-$3,010.81 
DE Deere & Company
-1.13%
-$5,324.39 
INTC Intel Corporation
-1.02%
-$5,743.68 
KO The Coca-Cola Company
-1.02%
-$3,107.7 
UPS United Parcel Service, Inc.
-1%
-$11,672.85 
XOM Exxon Mobil Corporation
-0.97%
-$6,234.75 
GGG Graco Inc.
-0.76%
-$3,525.8 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,725.34 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,888.74 
PM Philip Morris International Inc.
-0.61%
-$2,673.86 
SBUX Starbucks Corporation
-0.57%
-$1,877.4 
COF Capital One Financial Corporation
-0.54%
-$2,876.99 
LLY Eli Lilly and Company
-0.53%
-$12,057.71 
IWM iShares Russell 2000 ETF
-0.47%
-$8,816.71 
PEP PepsiCo, Inc.
-0.46%
-$1,646.72 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$2,826.5 
AXP American Express Company
-0.38%
-$1,818.63 
FDX FedEx Corporation
-0.37%
-$1,171.85 
GRPM Invesco S&P MidCap 400 GARP ETF
-0.35%
-$44,839.41 
CEG Constellation Energy Corporation
-0.31%
-$871.56 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$6,526.95 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$767.06 
VTV Vanguard Value ETF
-0.27%
-$3,119.28 
FAB First Trust Multi-Cap Value Fund
-0.26%
-$9,505.35 
IWN iShares Russell 2000 Value ETF
-0.25%
-$4,482.89 
COST Costco Wholesale Corporation
-0.24%
-$1,005.47 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$14,947.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,113.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,353.96 
FTMH Franklin Municipal High Yield ETF
-0.17%
-$293.26 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,025.99 
WTV WisdomTree U.S. Value Fund
-0.13%
-$20,723.64 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,618.32 
ALB Albemarle Corporation
-0.1%
-$228.12 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$378.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$430.4 
FAD First Trust Multi Cap Growth Fund
-0.07%
-$1,135.59 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$594.94 
VO Vanguard Mid-Cap ETF
-0.05%
-$471.68 
UBER Uber Technologies, Inc.
-0.01%
-$148.38 Events
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Dividends
Dividend Analysis
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| Trades 1660 | Longs Won 1142/1660 68% | Profit Factor 6.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $400,113.54 |
| Average Win $95,173.14 | Best Trade (Aug 17) $10.51M | Sharpe Ratio -10.56 |
| Average Loss -$33,076.43 | Worst Trade (Sep 11) -$2.16M | Z-Score 5.71 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w | Expectancy $55,153.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,961 | $6.71M | $15.43M | - | $8.72M | 129.89% | -7.354% |
| ABBV AbbVie Inc. | 4,673 | $508,586.62 | $1.17M | - | $664,056 | 130.57% | -2.513% |
| ABT Abbott Laboratories | 2,333 | $278,935.07 | $246,598.1 | - | -$32,336.97 | -11.59% | +0.085% |
| AFL Aflac Inc. | 13,430 | $697,258.75 | $1.71M | - | $1.01M | 145.54% | +0.094% |
| ALB Albemarle Corporation | 1,901 | $268,877.44 | $223,633.64 | - | -$45,243.8 | -16.83% | -0.102% |
| AMD Advanced Micro Devices, Inc. | 1,076 | $625,059.13 | $512,337.39 | - | -$112,721.74 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 35,088 | $4.69M | $9.53M | - | $4.84M | 103.39% | +15.321% |
| AVGO Broadcom Inc. | 672 | $253,848 | $261,596.16 | - | $7,748.16 | 3.05% | +0.371% |
| AXP American Express Company | 1,432 | $252,346.79 | $481,510 | - | $229,163.21 | 90.81% | -0.376% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 8,616 | $373,293.35 | $410,380.08 | - | $37,086.73 | 9.94% | +0.698% |
| BMY Bristol-Myers Squibb Company | 12,372 | $765,233.94 | $808,015.32 | - | $42,781.38 | 5.59% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 2,447 | $743,129.18 | $1.25M | - | $508,609.2 | 68.44% | +0.365% |
| BUD Anheuser-Busch InBev S.A. ADR | 4,315 | $248,373.05 | $373,161.2 | - | $124,788.15 | 50.24% | +0.395% |
| C Citigroup Inc. | 7,334 | $339,504.39 | $971,388.3 | - | $631,883.91 | 186.12% | +0.098% |
| CAT Caterpillar Inc. | 1,807 | $418,692.59 | $1.47M | - | $1.05M | 251.66% | +0.701% |
| CEG Constellation Energy Corporation | 1,076 | $267,246.12 | $282,719 | - | $15,472.88 | 5.79% | -0.307% |
| COF Capital One Financial Corporation | 2,546 | $273,458.65 | $532,139.45 | - | $258,680.8 | 94.6% | -0.538% |
| COST Costco Wholesale Corporation | 441 | $246,116.56 | $419,783.49 | - | $173,666.93 | 70.56% | -0.239% |
| CRM Salesforce Inc | 1,446 | $391,014.61 | $266,092.93 | - | -$124,921.68 | -31.95% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 7,164 | $878,270.58 | $1.37M | - | $489,050.46 | 55.68% | +3.045% |
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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 - $948,820.79, 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 $14.3M 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.
