Patricia Frisch Portfolio
Invests via ANB Bank | Managed by Patricia Frisch, Scott Breaux
Invests via ANB Bank
Managed by Patricia Frisch, Scott Breaux
Automatically Tracked
Veteran investor and operating executive focused on growth-stage companies, corporate governance and value-creation strategies for institutional and family-office portfolios. Patricia Frisch brings cross-border M&A and board experience, advising on capital allocation, strategic partnerships and operational scaling. Frequently engages with private equity sponsors and corporate boards to drive EBITDA expansion, commercial go-to-market initiatives and disciplined exit planning.
Veteran investor and operating executive focused on growth-stage companies, corporate governance and value-creation strategies for institutional and family-office portfolios. Patricia Frisch brings cross-border M&A and board experience, advising on capital allocation, strategic partnerships and operational scaling. Frequently engages with private equity sponsors and corporate boards to drive EBITDA expansion, commercial go-to-market initiatives and disciplined exit planning.
Investment Philosophy & Strategy
Structured, value-oriented growth investor prioritizing scalable business models and governance-driven value creation. Focuses on growth-stage opportunities where operational improvements, strategic partnerships and disciplined capital allocation can expand EBITDA and exit value. Applies cross-border M&A and board-level experience to underwrite go-to-market expansion, operational scaling and sponsor alignment. Prefers sector-agnostic but commercial and software-enabled businesses with clear unit economics, measurable KPIs, and a 3–7 year horizon governed by active oversight and defined exit pathways.
Structured, value-oriented growth investor prioritizing scalable business models and governance-driven value creation. Focuses on growth-stage opportunities where operational improvements, strategic partnerships and disciplined capital allocation can expand EBITDA and exit value. Applies cross-border M&A and board-level experience to underwrite go-to-market expansion, operational scaling and sponsor alignment. Prefers sector-agnostic but commercial and software-enabled businesses with clear unit economics, measurable KPIs, and a 3–7 year horizon governed by active oversight and defined exit pathways.
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:
23.69%
Gain -0.68%
Monthly
1.07%
Yearly
13.61%
Drawdown
16.74%
$273.27M
Equity
Holdings
$273.27M
Investment
$223.61M
$52.5M
Profit -$1.7M
Realized
$2.85M
Unrealized
$49.65M
Dividends
$5.72M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$1.7M
Win %
67%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$1.7M
Win %
67%
This Month
Compared to last month
Gain
1.34%
Profit
$3.6M
Win %
67%
This Year
Compared to last year
Gain
1.94%
Profit
$5.21M
Win %
70%
LASR nLIGHT, Inc.
+85.6%
+$261,439.25 
LITE Lumentum Holdings Inc.
+13.63%
+$71,379.42 
VIAV Viavi Solutions Inc.
+12.27%
+$29,988.57 
MSGE Madison Square Garden Entertainment Corp.
+11.4%
+$40,833.6 
TTMI TTM Technologies, Inc.
+5.63%
+$19,584.93 
SNEX StoneX Group Inc.
+5.2%
+$19,314.33 
MKSI MKS Instruments Inc.
+4.23%
+$15,525.15 
LIND Lindblad Expeditions Holdings Inc.
+4.2%
+$21,403.8 
INTC Intel Corporation
+3.32%
+$51,055.92 
SANM Sanmina Corporation
+3.03%
+$9,692.38 
NVDA NVIDIA Corporation
+3.03%
+$157,632.7 
AEIS Advanced Energy Industries Inc.
+2.97%
+$13,028.47 
CSCO Cisco Systems, Inc.
+2.87%
+$55,186.2 
GNRC Generac Holdings Inc.
+2.8%
+$7,755.36 
CECO CECO Environmental Corp.
+2.52%
+$7,702.26 
CW Curtiss-Wright Corporation
+2.51%
+$12,105.49 
WMT Walmart Inc.
+2.43%
+$49,802.5 
HST Host Hotels & Resorts Inc.
+2.29%
+$7,232.31 
CMG Chipotle Mexican Grill, Inc.
+2%
+$3,811.2 
IONS Ionis Pharmaceuticals, Inc.
+1.99%
+$4,106.3 
ARW Arrow Electronics Inc.
+1.85%
+$6,258.22 
DY Dycom Industries Inc.
+1.73%
+$6,116.27 
DAR Darling Ingredients Inc.
+1.72%
+$5,545.81 
SBUX Starbucks Corporation
+1.72%
+$42,723.18 
WWD Woodward Inc.
+1.72%
+$4,718.53 
ESE Esco Technologies Inc.
+1.7%
+$7,049.07 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$12,554.67 
ADEA Adeia Inc.
+1.41%
+$4,108.26 
UNFI United Natural Foods Inc.
+1.33%
+$3,975.93 
BAC Bank of America Corporation
+1.27%
+$25,966.98 
O Realty Income Corporation
+1.13%
+$5,033.7 
CASY Casey's General Stores Inc.
+1.1%
+$5,225.78 
ABT Abbott Laboratories
+1.08%
+$41,842.78 
VSGX Vanguard ESG International Stock ETF
+1.05%
+$7,917 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.04%
+$3,612.59 
ROK Rockwell Automation, Inc.
+0.98%
+$6,554.27 
MTRN Materion Corporation
+0.88%
+$3,387.45 
JPM JPMorgan Chase & Co.
+0.87%
+$25,437.07 
UNH UnitedHealth Group Incorporated
+0.84%
+$15,986.8 
ILCG iShares Morningstar Growth ETF
+0.83%
+$10,488.61 
AAMI Acadian Asset Management Inc.
+0.7%
+$5,220.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.66%
+$29,258.46 
ROAD Construction Partners, Inc. Class A Common Stock
+0.61%
+$2,274.76 
MOD Modine Manufacturing Company
+0.61%
+$2,175.56 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$10,465.41 
IVZ Invesco Ltd.
+0.57%
+$2,178.18 
RBC RBC Bearings Incorporated
+0.57%
+$2,117.57 
IWM iShares Russell 2000 ETF
+0.57%
+$124,927.77 
COST Costco Wholesale Corporation
+0.56%
+$12,270.42 
AMT American Tower Corporation
+0.52%
+$4,669.28 
NUSC Nuveen ESG Small-Cap ETF
+0.51%
+$2,424.6 
AMGN Amgen Inc.
+0.45%
+$5,459.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$1,084.23 
LLY Eli Lilly and Company
+0.43%
+$9,836.16 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$26,231.94 
JNJ Johnson & Johnson
+0.41%
+$19,437.4 
WBS Webster Financial Corporation
+0.41%
+$1,398.08 
EFA iShares MSCI EAFE ETF
+0.38%
+$73,503.47 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$90,190.29 
DVY iShares Select Dividend ETF
+0.3%
+$1,617 
ESGV Vanguard ESG U.S. Stock ETF
+0.29%
+$3,634.02 
GS The Goldman Sachs Group, Inc.
+0.27%
+$10,793.88 
KO The Coca-Cola Company
+0.27%
+$6,190.22 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$54,817.51 
PEP PepsiCo, Inc.
+0.21%
+$5,315.99 
BBIO BridgeBio Pharma, Inc.
+0.17%
+$397.32 
MKC McCormick & Company, Incorporated
+0.15%
+$726.8 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.14%
+$5,404.35 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.12%
+$649.35 
CEG Constellation Energy Corporation
+0.12%
+$314.24 
HWM Howmet Aerospace Inc.
+0.1%
+$735.44 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$232.53 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.09%
+$1,089.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$678.3 
NEE NextEra Energy, Inc.
+0.05%
+$303.04 
CL Colgate-Palmolive Company
+0.01%
+$68.25 
MSGNF Man Sang International Ltd.
0%
$0 
UBER Uber Technologies, Inc.
-4.05%
-$23,045.46 
META Meta Platforms Inc Class A
-3.38%
-$56,168.23 
HD The Home Depot, Inc.
-3.12%
-$88,300.71 
TH Target Hospitality Corp.
-2.89%
-$8,236.32 
LIN Linde plc
-2.26%
-$43,401 
MSFT Microsoft Corp.
-2.26%
-$226,120.6 
CRM Salesforce Inc
-2.1%
-$24,821.15 
NOW ServiceNow, Inc.
-2.04%
-$6,331 
SLB Schlumberger Limited
-1.99%
-$14,631.18 
NKE Nike, Inc. - Class B
-1.96%
-$20,917.44 
LINC Lincoln Educational Services Corporation
-1.91%
-$3,752.02 
AMZN Amazon.com Inc
-1.83%
-$82,739.02 
APD Air Products and Chemicals, Inc.
-1.69%
-$9,562.99 
TXN Texas Instruments Inc
-1.65%
-$37,125.52 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$88,017.5 
AGX Argan Inc.
-1.11%
-$3,108.85 
F Ford Motor Company
-1.07%
-$8,010.15 
EVR Evercore Inc.
-1.03%
-$2,441.35 
IBM International Business Machines Corporation
-1.02%
-$13,456.6 
V Visa Inc. Class A
-0.94%
-$55,120.96 
BA Boeing Company
-0.87%
-$5,442.75 
AAPL Apple Inc.
-0.87%
-$100,901.78 
DHR Danaher Corporation
-0.8%
-$18,986.55 
PG Procter & Gamble Co
-0.78%
-$23,005.87 
NFLX Netflix, Inc.
-0.78%
-$5,792.46 
ADP Automatic Data Processing Inc.
-0.65%
-$15,512.6 
VZ Verizon Communications Inc.
-0.61%
-$4,109.59 
BX Blackstone Inc.
-0.52%
-$8,018 
UPS United Parcel Service, Inc.
-0.5%
-$5,581.16 
RTX RTX Corporation
-0.49%
-$6,453.76 
RSG Republic Services, Inc.
-0.38%
-$1,215.24 
EMR Emerson Electric Co.
-0.35%
-$5,430.54 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$6,401.83 
MA Mastercard Incorporated
-0.3%
-$843.03 
DIS The Walt Disney Company
-0.3%
-$4,249.17 
SYK Stryker Corporation
-0.27%
-$7,078.12 
INCY Incyte Corporation
-0.25%
-$738.6 
WM Waste Management, Inc.
-0.23%
-$3,418.03 
ITW Illinois Tool Works Inc.
-0.22%
-$7,240.21 
ILCV iShares Morningstar Value ETF
-0.21%
-$2,616.94 
AHR American Healthcare REIT, Inc.
-0.19%
-$548.3 
GOOG Alphabet Inc
-0.18%
-$15,492.33 
VMI Valmont Industries, Inc.
-0.09%
-$292.56 
GOOGL Alphabet Inc
-0.08%
-$2,029.4 
FTI TechnipFMC plc
-0.07%
-$250.35 
DTH WisdomTree International High Dividend Fund
-0.04%
-$98.95 
CVX Chevron Corporation
-0.03%
-$1,157.88 
XOM Exxon Mobil Corporation
-0.03%
-$1,046.65 
STZ Constellation Brands, Inc.
-0.01%
-$118.98 
AVGO Broadcom Inc.
-0.01%
-$105.91 Events
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Dividends
Dividend Analysis
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| Trades 841 | Longs Won 570/841 67% | Profit Factor 6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $372,437.58 |
| Average Win $111,062.29 | Best Trade (Aug 14) $5.01M | Sharpe Ratio -498.85 |
| Average Loss -$38,907.27 | Worst Trade (Aug 28) -$925,687.12 | Z-Score 4.44 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w | Expectancy $62,425.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 8,157 | $295,316.48 | $751,993.83 | - | $456,677.35 | 154.64% | +0.699% |
| AAPL Apple Inc. | 37,933 | $9.5M | $11.47M | - | $1.97M | 20.7% | -0.872% |
| ABT Abbott Laboratories | 35,162 | $3.97M | $3.9M | - | -$69,170.94 | -1.74% | +1.085% |
| ADEA Adeia Inc. | 10,534 | $346,885 | $296,110.74 | - | -$50,774.26 | -14.64% | +1.407% |
| ADP Automatic Data Processing Inc. | 8,814 | $2.57M | $2.37M | - | -$197,023.86 | -7.66% | -0.649% |
| AEIS Advanced Energy Industries Inc. | 1,339 | $280,346.78 | $451,671.48 | - | $171,324.7 | 61.11% | +2.97% |
| AGX Argan Inc. | 485 | $387,297 | $277,468.5 | - | -$109,828.5 | -28.36% | -1.108% |
| AHR American Healthcare REIT, Inc. | 5,483 | $258,323.47 | $288,350.97 | - | $30,027.5 | 11.62% | -0.19% |
| AMGN Amgen Inc. | 2,904 | $759,495.05 | $1.21M | - | $449,091.67 | 59.13% | +0.454% |
| AMT American Tower Corporation | 5,306 | $973,173.6 | $904,301.58 | - | -$68,872.02 | -7.08% | +0.519% |
| AMZN Amazon.com Inc | 16,581 | $3.63M | $4.43M | - | $797,105.68 | 21.93% | -1.833% |
| APD Air Products and Chemicals, Inc. | 1,825 | $529,332.12 | $554,927.76 | - | $25,595.64 | 4.84% | -1.694% |
| ARW Arrow Electronics Inc. | 1,634 | $348,712 | $343,630.2 | - | -$5,081.8 | -1.46% | +1.855% |
| ASML ASML Holding N.V. New York Registry Shares | 979 | $787,677.78 | $1.77M | - | $984,380.65 | 124.97% | +0.594% |
| AVGO Broadcom Inc. | 3,532 | $898,487.78 | $1.47M | - | $571,000.82 | 63.55% | -0.007% |
| BA Boeing Company | 2,668 | $475,041.16 | $616,841.6 | - | $141,800.44 | 29.85% | -0.875% |
| BAC Bank of America Corporation | 32,058 | $1.41M | $2.08M | - | $663,869.66 | 46.96% | +1.266% |
| BBIO BridgeBio Pharma, Inc. | 2,838 | $210,749.48 | $237,937.92 | - | $27,188.44 | 12.9% | +0.167% |
| BRK-B Berkshire Hathaway Inc. | 13,625 | $6.19M | $6.95M | - | $756,177.65 | 12.21% | -1.251% |
| BX Blackstone Inc. | 10,550 | $1.77M | $1.54M | - | -$227,874.22 | -12.86% | -0.516% |
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FAQ
Which stocks have generated the highest profits for Patricia Frisch?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $1.16M, iShares Core S&P Mid-Cap ETF - $849,315.25, iShares Russell 2000 ETF - $629,075.44, Intel Corporation - $580,398.46, and SPDR S&P 500 ETF Trust - $400,697.2. 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: Fiserv, Inc - $784,213.23, UnitedHealth Group Incorporated - $147,283.3, Diageo plc Sponsored ADR - $141,233.62, Apple Inc - $118,121.14, and Adobe Inc - $117,717.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patricia Frisch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.72M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $789,319.96, iShares Core S&P Mid-Cap ETF - $433,445.84, SPDR S&P 500 ETF Trust - $305,058.42, Chevron Corporation - $188,000.12, and iShares Russell 2000 ETF - $186,840.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patricia Frisch's monthly returns?
Patricia Frisch's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Patricia Frisch's strategy be considered aggressive or moderate?
Patricia Frisch's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Patricia Frisch's strategy?
Patricia Frisch's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
