FGS
Frederic G Sauer Portfolio
Invests via Orion Investment Co | Managed by Frederic G. Sauer
Invests via Orion Investment Co
Managed by Frederic G. Sauer
Automatically Tracked
Frederic G Sauer Profile
Seasoned private markets executive and investor focused on mid-market buyouts, operational transformation and value creation across industrials and business services. Frederic G Sauer combines deal execution and hands-on operating experience to lead growth initiatives, margin improvement and strategic carve-outs. Active in sponsor-backed transactions, board oversight and minority recapitalizations, brings a capital-allocation lens to portfolio governance and exit planning while engaging with management teams and limited partners across Europe and North America.
Seasoned private markets executive and investor focused on mid-market buyouts, operational transformation and value creation across industrials and business services. Frederic G Sauer combines deal execution and hands-on operating experience to lead growth initiatives, margin improvement and strategic carve-outs. Active in sponsor-backed transactions, board oversight and minority recapitalizations, brings a capital-allocation lens to portfolio governance and exit planning while engaging with management teams and limited partners across Europe and North America.
Investment Philosophy & Strategy
Focuses on mid‑market buyouts and sponsor-backed investments that prioritize operational transformation and margin improvement in industrials and business services. Employs a hands‑on, value‑creation orientation: active board engagement, strategic carve‑outs, and minority recapitalizations to align management and capital. Underwrites opportunities on cash‑flow resilience and operational upside, applying a capital‑allocation lens to portfolio governance and exit planning. Targets medium‑term, value‑driven outcomes across Europe and North America with disciplined risk controls and KPI‑led turnaround playbooks.
Focuses on mid‑market buyouts and sponsor-backed investments that prioritize operational transformation and margin improvement in industrials and business services. Employs a hands‑on, value‑creation orientation: active board engagement, strategic carve‑outs, and minority recapitalizations to align management and capital. Underwrites opportunities on cash‑flow resilience and operational upside, applying a capital‑allocation lens to portfolio governance and exit planning. Targets medium‑term, value‑driven outcomes across Europe and North America with disciplined risk controls and KPI‑led turnaround playbooks.
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:
44.42%
Gain +1.15%
Monthly
1.35%
Yearly
17.38%
Drawdown
22.56%
$373.88M
Equity
Holdings
$373.88M
Investment
$271M
$100.17M
Profit +$3.41M
Realized
-$2.72M
Unrealized
$102.89M
Dividends
$7.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$3.41M
Win %
72%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$3.38M
Win %
72%
This Month
Compared to last month
Gain
0.13%
Profit
$466,581.96
Win %
72%
This Year
Compared to last year
Gain
9.63%
Profit
$32.85M
Win %
72%
EFX Equifax Inc.
+6.31%
+$84,337.63 
IONQ IonQ, Inc.
+5.62%
+$494,549.47 
NOW ServiceNow, Inc.
+5.28%
+$162,226.3 
LLY Eli Lilly and Company
+4.55%
+$25,382.66 
RGTI Rigetti Computing Inc
+3.9%
+$91,611.98 
HD The Home Depot, Inc.
+3.69%
+$8,760.73 
MKC McCormick & Company, Incorporated
+3.24%
+$8,221.5 
IONS Ionis Pharmaceuticals, Inc.
+3.03%
+$285,333.83 
REGN Regeneron Pharmaceuticals, Inc.
+2.92%
+$669,820.5 
RGLD Royal Gold Inc.
+2.91%
+$196,183.54 
BMY Bristol-Myers Squibb Company
+2.88%
+$29,857.96 
QCOM QUALCOMM Incorporated
+2.77%
+$553,729.77 
GRMN Garmin Ltd.
+2.67%
+$8,976 
HSY The Hershey Company
+2.5%
+$160,203.4 
NEM Newmont Corporation
+2.29%
+$71,481.6 
BIIB Biogen Inc.
+2.18%
+$201,020.68 
AXP American Express Company
+1.91%
+$3,515.99 
CBSH Commerce Bancshares, Inc.
+1.89%
+$12,158.12 
WMT Walmart Inc.
+1.89%
+$9,765.21 
CCJ Cameco Corporation
+1.88%
+$84,073.5 
MCD McDonald's Corporation
+1.75%
+$3,527.92 
PFE Pfizer Inc.
+1.56%
+$7,373.73 
ABT Abbott Laboratories
+1.43%
+$18,632.25 
OKLO Oklo Inc.
+1.41%
+$9,471.8 
BA Boeing Company
+1.37%
+$4,807.6 
MSFT Microsoft Corp.
+1.23%
+$675,152.91 
ABBV AbbVie Inc.
+1.07%
+$18,458.49 
IOVA Iovance Biotherapeutics, Inc.
+1.02%
+$300,614.29 
ARLP Alliance Resource Partners, L.P.
+0.92%
+$9,988.76 
GE General Electric Company
+0.88%
+$1,693.76 
GOOGL Alphabet Inc
+0.81%
+$12,319 
SHOP Shopify Inc.
+0.79%
+$68,860.31 
GOOG Alphabet Inc
+0.78%
+$6,458.82 
PG Procter & Gamble Co
+0.75%
+$70,980.54 
IBOC International Bancshares Corporation
+0.74%
+$2,422.03 
META Meta Platforms Inc Class A
+0.73%
+$3,198.14 
SR Spire Inc.
+0.73%
+$10,268.32 
NEE NextEra Energy, Inc.
+0.62%
+$51,587.69 
UNP Union Pacific Corporation
+0.6%
+$14,301.99 
MO Altria Group, Inc.
+0.55%
+$3,324 
MRK Merck & Co., Inc.
+0.45%
+$13,452.78 
ARWR Arrowhead Pharmaceuticals Inc.
+0.41%
+$15,799.44 
AAPL Apple Inc.
+0.39%
+$19,019.19 
KO The Coca-Cola Company
+0.36%
+$2,011.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.35%
+$2,598.82 
GD General Dynamics Corporation
+0.29%
+$19,351.15 
AMZN Amazon.com Inc
+0.26%
+$3,271.79 
VOO Vanguard S&P 500 ETF
+0.26%
+$12,646.39 
JNJ Johnson & Johnson
+0.23%
+$2,849.53 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$1,798.92 
ATO Atmos Energy Corporation
+0.2%
+$6,410.88 
SHEL Shell plc
+0.14%
+$1,118.46 
AFL Aflac Inc.
+0.07%
+$359.12 
SO The Southern Company
+0.07%
+$351.3 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-3.55%
-$522,897.84 
PM Philip Morris International Inc.
-2.8%
-$10,470.75 
CAT Caterpillar Inc.
-2.69%
-$11,583.36 
CDNS Cadence Design Systems, Inc.
-1.83%
-$66,932.89 
AVGO Broadcom Inc.
-1.8%
-$62,586.58 
PANW Palo Alto Networks, Inc.
-1.6%
-$65,377.3 
XOM Exxon Mobil Corporation
-1.37%
-$204,792.65 
CVX Chevron Corporation
-1.13%
-$4,564.99 
EPC Edgewell Personal Care Co.
-0.64%
-$1,440 
AEE Ameren Corporation
-0.51%
-$6,992.29 
PLTR Palantir Technologies Inc.
-0.46%
-$123,754.72 
PH Parker-Hannifin Corporation
-0.25%
-$33,785.93 
EMR Emerson Electric Co.
-0.25%
-$3,793.23 
EPD Enterprise Products Partners L.P.
-0.18%
-$3,049.54 
ASML ASML Holding N.V. New York Registry Shares
-0.13%
-$11,183.11 
HII Huntington Ingalls Industries Inc.
-0.11%
-$3,819.59 
CMI Cummins Inc.
-0.04%
-$4,661.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 419 | Longs Won 286/419 68% | Profit Factor 5.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $429,018.1 | Best Trade (Oct 14) $18.52M | Sharpe Ratio -180.84 |
| Average Loss -$169,382.22 | Worst Trade (Oct 14) -$7.73M | Z-Score 8.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy $239,072.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 2,208 | 1,987 | 1,766 | 1,545 | 1,325 | 1,104 | 883 | 662 | 442 | 221 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,354 | $3.05M | $4.94M | - | $1.9M | 62.25% | +0.386% |
| ABBV AbbVie Inc. | 6,102 | $1.05M | $1.75M | - | $699,240.21 | 66.66% | +1.067% |
| ABT Abbott Laboratories | 12,675 | $1.32M | $1.32M | - | $6,717.84 | 0.51% | +1.428% |
| AEE Ameren Corporation | 13,193 | $938,154.08 | $1.37M | - | $434,577.57 | 46.32% | -0.507% |
| AFL Aflac Inc. | 4,225 | $377,334.75 | $499,796.37 | - | $122,461.62 | 32.45% | +0.072% |
| AMZN Amazon.com Inc | 4,920 | $963,340.85 | $1.25M | - | $290,004.55 | 30.1% | +0.262% |
| ARLP Alliance Resource Partners, L.P. | 43,600 | $1.16M | $1.09M | - | -$69,369.45 | -5.96% | +0.921% |
| ARWR Arrowhead Pharmaceuticals Inc. | 65,831 | $4.36M | $3.86M | - | -$502,351.43 | -11.52% | +0.411% |
| ASML ASML Holding N.V. New York Registry Shares | 5,338 | $4.9M | $8.8M | - | $3.9M | 79.57% | -0.127% |
| ATO Atmos Energy Corporation | 20,034 | $2.59M | $3.29M | - | $703,375.83 | 27.18% | +0.195% |
| AVGO Broadcom Inc. | 10,046 | $3.53M | $3.42M | - | -$110,647.81 | -3.14% | -1.799% |
| AXP American Express Company | 600 | $202,950 | $187,686 | - | -$15,264 | -7.52% | +1.909% |
| BA Boeing Company | 1,904 | $346,547.49 | $356,400.24 | - | $9,852.75 | 2.84% | +1.367% |
| BIIB Biogen Inc. | 39,571 | $8.43M | $9.41M | - | $982,536.61 | 11.65% | +2.182% |
| BMY Bristol-Myers Squibb Company | 17,512 | $735,017.19 | $1.07M | - | $332,952.13 | 45.3% | +2.876% |
| BRK-B Berkshire Hathaway Inc. | 1,578 | $682,705.26 | $832,379.22 | - | $149,673.96 | 21.92% | +0.217% |
| CAT Caterpillar Inc. | 575 | $223,221 | $419,080.12 | - | $195,859.12 | 87.74% | -2.69% |
| CBSH Commerce Bancshares, Inc. | 11,804 | $630,562.69 | $654,531.8 | - | $23,969.11 | 3.8% | +1.893% |
| CCJ Cameco Corporation | 54,950 | $3.12M | $4.56M | - | $1.44M | 46.31% | +1.878% |
| CDNMF EGR Exploration Ltd. | 3,691 | $103.35 | $369.1 | - | $265.75 | 257.14% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Frederic G Sauer?
The largest contributions to the portfolio's profits come from the following stocks: Blueprint Medicines Corp - $2.23M, QUALCOMM Incorporated - $773,001.11, Exxon Mobil Corporation - $759,483.69, Procter & Gamble Co - $551,306.42, and Microsoft Corp - $539,569.49. 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: Iovance Biotherapeutics, Inc - $2.85M, Intel Corporation - $850,728.18, Regeneron Pharmaceuticals, Inc - $531,180.52, Abbott Laboratories - $225,211.09, and UnitedHealth Group Incorporated - $205,227. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Frederic G Sauer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.7M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $960,678.29, Microsoft Corp - $812,955.19, Exxon Mobil Corporation - $763,958.02, Procter & Gamble Co - $557,270.42, and NextEra Energy, Inc - $521,303.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Frederic G Sauer's monthly returns?
Frederic G Sauer'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 Frederic G Sauer's strategy be considered aggressive or moderate?
Frederic G Sauer'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 Frederic G Sauer's strategy?
Frederic G Sauer'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.
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