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:
37.61%
Gain -1.25%
Monthly
1.23%
Yearly
15.83%
Drawdown
22.56%
$360.18M
Equity
Holdings
$360.18M
Investment
$271M
$86.46M
Profit -$3.66M
Realized
-$2.72M
Unrealized
$89.18M
Dividends
$6.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$3.66M
Win %
77%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.24M
Win %
77%
This Month
Compared to last month
Gain
-1.01%
Profit
-$3.66M
Win %
77%
This Year
Compared to last year
Gain
5.61%
Profit
$19.14M
Win %
76%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$351,774.31 
SR Spire Inc.
+1.74%
+$24,962.62 
ARWR Arrowhead Pharmaceuticals Inc.
+1.03%
+$59,906.21 
ABT Abbott Laboratories
+1.01%
+$13,942.5 
CVX Chevron Corporation
+0.9%
+$3,195.5 
META Meta Platforms Inc Class A
+0.71%
+$2,499.01 
INTC Intel Corporation
+0.2%
+$28,549.02 
BA Boeing Company
+0.19%
+$856.82 
PM Philip Morris International Inc.
+0.12%
+$400.62 
NOW ServiceNow, Inc.
+0.08%
+$2,196.7 
ABBV AbbVie Inc.
0%
$0 
AEE Ameren Corporation
0%
$0 
AFL Aflac Inc.
0%
$0 
ARLP Alliance Resource Partners, L.P.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.1 
AXP American Express Company
0%
$0 
BIIB Biogen Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CBSH Commerce Bancshares, Inc.
0%
$0 
CCJ Cameco Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMI Cummins Inc.
0%
-$0.23 
EFX Equifax Inc.
0%
+$0.06 
EMR Emerson Electric Co.
0%
-$0.09 
EPD Enterprise Products Partners L.P.
0%
$0 
EPC Edgewell Personal Care Co.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
IBOC International Bancshares Corporation
0%
$0 
IOVA Iovance Biotherapeutics, Inc.
0%
$0 
IONS Ionis Pharmaceuticals, Inc.
0%
$0 
IONQ IonQ, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
MCD McDonald's Corporation
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.21 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.1 
PFE Pfizer Inc.
0%
+$0.02 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.35 
RGTI Rigetti Computing Inc
0%
$0 
SHOP Shopify Inc.
0%
+$0.5 
SHEL Shell plc
0%
$0 
SO The Southern Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
+$0.08 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.84 
VOO Vanguard S&P 500 ETF
0%
-$0.14 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
OKLO Oklo Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 419 | Longs Won 296/419 70% | Profit Factor 4.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $366,742.3 | Best Trade (Sep 01) $16.7M | Sharpe Ratio -182.7 |
| Average Loss -$179,617.59 | Worst Trade (Aug 31) -$7.13M | Z-Score 11.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $206,355.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,004 | 1,804 | 1,603 | 1,403 | 1,202 | 1,002 | 802 | 601 | 401 | 200 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 14,354 | $3.05M | $4.38M | - | $1.33M | 43.69% | -1.087% |
| ABBV AbbVie Inc. | 6,102 | $1.05M | $1.51M | - | $464,099.64 | 44.24% | 0.0 |
| ABT Abbott Laboratories | 12,675 | $1.32M | $1.39M | - | $73,641.84 | 5.59% | +1.013% |
| AEE Ameren Corporation | 13,193 | $938,154.08 | $1.41M | - | $473,496.92 | 50.47% | 0.0 |
| AFL Aflac Inc. | 4,225 | $377,334.75 | $515,196.5 | - | $137,861.75 | 36.54% | 0.0 |
 AMZN Amazon.com Inc | 4,920 | $963,340.85 | $1.34M | - | $376,227.55 | 39.05% | -2.093% |
| ARLP Alliance Resource Partners, L.P. | 43,600 | $1.16M | $1.08M | - | -$82,846.21 | -7.12% | 0.0 |
| ARWR Arrowhead Pharmaceuticals Inc. | 65,831 | $4.36M | $5.87M | - | $1.51M | 34.72% | +1.03% |
| ASML ASML Holding N.V. New York Registry Shares | 5,338 | $4.9M | $9.61M | - | $4.71M | 96.08% | +3.802% |
| ATO Atmos Energy Corporation | 20,034 | $2.59M | $3.36M | - | $776,700.27 | 30.02% | 0.0 |
| AVGO Broadcom Inc. | 10,046 | $3.53M | $4.24M | - | $716,941.67 | 20.33% | 0.0 |
| AXP American Express Company | 600 | $202,950 | $203,315.99 | - | $365.99 | 0.18% | 0.0 |
| BA Boeing Company | 1,904 | $346,547.49 | $444,088.96 | - | $97,541.47 | 28.15% | +0.193% |
| BIIB Biogen Inc. | 39,571 | $8.43M | $8.2M | - | -$235,458.77 | -2.79% | 0.0 |
| BMY Bristol-Myers Squibb Company | 17,512 | $735,017.19 | $1.14M | - | $400,460.89 | 54.48% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,578 | $682,705.26 | $835,424.76 | - | $152,719.5 | 22.37% | 0.0 |
| CAT Caterpillar Inc. | 575 | $223,221 | $481,608.5 | - | $258,387.5 | 115.75% | 0.0 |
| CBSH Commerce Bancshares, Inc. | 11,804 | $630,562.69 | $692,304.6 | - | $61,741.91 | 9.79% | 0.0 |
| CCJ Cameco Corporation | 54,950 | $3.12M | $5.35M | - | $2.23M | 71.54% | 0.0 |
| CDNMF EGR Exploration Ltd. | 3,691 | $103.35 | $369.1 | - | $265.75 | 257.14% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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, Exxon Mobil Corporation - $672,678.38, QUALCOMM Incorporated - $666,536.87, Procter & Gamble Co - $551,306.42, and NextEra Energy, Inc - $467,038.61. 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 $6.97M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $854,214.05, Microsoft Corp - $719,440.86, Exxon Mobil Corporation - $677,152.71, Procter & Gamble Co - $557,270.42, and NextEra Energy, Inc - $455,692.17. 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.
