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:
0.61%
Gain
Monthly
0.03%
Yearly
0.39%
Drawdown
17.69%
$275.76M
Equity
Holdings
$275.76M
Investment
$227.79M
$49.36M
Profit -$1.6M
Realized
$1.4M
Unrealized
$47.96M
Dividends
$5.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.6M
Win %
70%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$711,289.6
Win %
70%
This Month
Compared to last month
Gain
0.52%
Profit
$1.44M
Win %
70%
This Year
Compared to last year
Gain
11.71%
Profit
$28.91M
Win %
73%
LASR nLIGHT, Inc.
+6.61%
+$35,557.62 
LITE Lumentum Holdings Inc.
+4.14%
+$23,070.38 
ROAD Construction Partners, Inc. Class A Common Stock
+3.92%
+$17,070.75 
CASY Casey's General Stores Inc.
+3.74%
+$17,795.52 
CSCO Cisco Systems, Inc.
+2.54%
+$48,465.09 
UNH UnitedHealth Group Incorporated
+2.04%
+$43,616.07 
BBIO BridgeBio Pharma, Inc.
+2.02%
+$4,595.12 
HWM Howmet Aerospace Inc.
+1.81%
+$13,836.38 
XOM Exxon Mobil Corporation
+1.63%
+$52,286.22 
MOD Modine Manufacturing Company
+1.59%
+$6,785.1 
ABT Abbott Laboratories
+1.49%
+$53,065.53 
F Ford Motor Company
+1.48%
+$11,839.56 
CMG Chipotle Mexican Grill, Inc.
+1.45%
+$3,126.91 
JNJ Johnson & Johnson
+1.38%
+$66,543.6 
LIND Lindblad Expeditions Holdings Inc.
+1.34%
+$5,809.74 
EMR Emerson Electric Co.
+1.34%
+$17,816.94 
RTX RTX Corporation
+1.3%
+$15,309.01 
CVX Chevron Corporation
+1.26%
+$46,529.72 
SANM Sanmina Corporation
+1.18%
+$3,841.57 
INSM Insmed Inc.
+1.06%
+$1,717.98 
WWD Woodward Inc.
+1.06%
+$3,311.36 
AHR American Healthcare REIT, Inc.
+0.85%
+$2,605.44 
DY Dycom Industries Inc.
+0.84%
+$2,949.05 
TTMI TTM Technologies, Inc.
+0.81%
+$2,971.18 
GILT Gilat Satellite Networks Ltd.
+0.74%
+$1,513.38 
LLY Eli Lilly and Company
+0.74%
+$17,079.64 
RBC RBC Bearings Incorporated
+0.59%
+$2,270.53 
APD Air Products and Chemicals, Inc.
+0.59%
+$3,475.5 
INCY Incyte Corporation
+0.55%
+$1,568 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+0.53%
+$1,580.66 
AMT American Tower Corporation
+0.51%
+$4,711.08 
JPM JPMorgan Chase & Co.
+0.5%
+$14,189.09 
CEG Constellation Energy Corporation
+0.42%
+$1,037.74 
DTH WisdomTree International High Dividend Fund
+0.36%
+$821.2 
AEIS Advanced Energy Industries Inc.
+0.34%
+$1,309.49 
VZ Verizon Communications Inc.
+0.33%
+$2,149.62 
CW Curtiss-Wright Corporation
+0.28%
+$1,372 
BAC Bank of America Corporation
+0.27%
+$5,467.77 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$16,602.98 
BA Boeing Company
+0.24%
+$1,449.03 
T AT&T Inc.
+0.18%
+$302.56 
DAN Dana Inc.
+0.17%
+$431.5 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$2,690.06 
HII Huntington Ingalls Industries Inc.
+0.15%
+$282.89 
IDCC InterDigital, Inc.
+0.12%
+$215.82 
NEE NextEra Energy, Inc.
+0.09%
+$621.52 
O Realty Income Corporation
+0.08%
+$410.9 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.07%
+$739.62 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$366.1 
FTI TechnipFMC plc
+0.04%
+$122.58 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$68.75 
DVY iShares Select Dividend ETF
0%
+$16.5 
MSGNF Man Sang International Ltd.
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$56,638.87 
SNEX StoneX Group Inc.
-5.01%
-$24,069.24 
META Meta Platforms Inc Class A
-4.67%
-$88,647.75 
IBM International Business Machines Corporation
-3.25%
-$40,704.75 
SYK Stryker Corporation
-2.98%
-$76,679.37 
KO The Coca-Cola Company
-2.88%
-$69,406.05 
UBER Uber Technologies, Inc.
-2.56%
-$14,066.58 
MSFT Microsoft Corp.
-2.29%
-$187,574.94 
GOOG Alphabet Inc
-2.27%
-$212,385.38 
GOOGL Alphabet Inc
-2.27%
-$70,262.59 
UNFI United Natural Foods Inc.
-2.19%
-$7,085.1 
UTI Universal Technical Institute Inc.
-2.07%
-$7,526.4 
DIS The Walt Disney Company
-2.05%
-$30,954.96 
V Visa Inc. Class A
-1.96%
-$119,233.4 
NYT New York Times Co.
-1.88%
-$6,117.12 
IVZ Invesco Ltd.
-1.78%
-$6,654.96 
NKE Nike, Inc. - Class B
-1.77%
-$20,594.51 
MA Mastercard Incorporated
-1.75%
-$4,767.31 
ADP Automatic Data Processing Inc.
-1.73%
-$40,542.75 
MKSI MKS Instruments Inc.
-1.69%
-$7,206.37 
ROK Rockwell Automation, Inc.
-1.64%
-$11,919.18 
MKC McCormick & Company, Incorporated
-1.63%
-$9,601.9 
ITW Illinois Tool Works Inc.
-1.58%
-$51,448.43 
SBUX Starbucks Corporation
-1.53%
-$41,229.42 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$25,084.48 
EVR Evercore Inc.
-1.4%
-$3,777.9 
TXN Texas Instruments Inc
-1.39%
-$35,430.15 
PEP PepsiCo, Inc.
-1.28%
-$33,938.4 
CRM Salesforce Inc
-1.2%
-$12,377.37 
RSG Republic Services, Inc.
-1.13%
-$3,771.7 
NVDA NVIDIA Corporation
-1.11%
-$53,206.23 
HD The Home Depot, Inc.
-1.09%
-$30,964.3 
BX Blackstone Inc.
-1.07%
-$14,736.4 
GS The Goldman Sachs Group, Inc.
-0.97%
-$42,997.68 
DHR Danaher Corporation
-0.96%
-$23,249.94 
WM Waste Management, Inc.
-0.95%
-$15,312.11 
SF Stifel Financial Corp.
-0.94%
-$2,439.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$2,568.24 
AMGN Amgen Inc.
-0.9%
-$10,999.29 
STZ Constellation Brands, Inc.
-0.89%
-$7,554.15 
AAPL Apple Inc.
-0.88%
-$117,153.86 
ESGV Vanguard ESG U.S. Stock ETF
-0.82%
-$10,166.43 
COST Costco Wholesale Corporation
-0.81%
-$18,518.5 
AMZN Amazon.com Inc
-0.75%
-$34,170.88 
VSGX Vanguard ESG International Stock ETF
-0.75%
-$5,529.6 
ILCG iShares Morningstar Growth ETF
-0.74%
-$7,970.45 
EEM iShares MSCI Emerging Markets ETF
-0.73%
-$5,775.83 
INTC Intel Corporation
-0.7%
-$13,283.8 
LIN Linde plc
-0.69%
-$14,492.1 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$40,639.62 
FLS Flowserve Corporation
-0.61%
-$1,675.38 
VMI Valmont Industries, Inc.
-0.6%
-$2,063.74 
CENX Century Aluminum Company
-0.59%
-$1,527.72 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$125,430.34 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.53%
-$1,655.94 
NRG NRG Energy, Inc.
-0.49%
-$2,193.1 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.48%
-$18,614.31 
AAMI Acadian Asset Management Inc.
-0.47%
-$3,349.32 
ILCV iShares Morningstar Value ETF
-0.45%
-$4,538.4 
WBS Webster Financial Corporation
-0.42%
-$1,423.36 
CL Colgate-Palmolive Company
-0.41%
-$2,808 
UPS United Parcel Service, Inc.
-0.37%
-$5,243.04 
IWM iShares Russell 2000 ETF
-0.33%
-$74,217.14 
NUSC Nuveen ESG Small-Cap ETF
-0.33%
-$1,535.1 
EFA iShares MSCI EAFE ETF
-0.32%
-$52,732.35 
WMT Walmart Inc.
-0.28%
-$6,224.64 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$66,276.6 
SLB Schlumberger Limited
-0.26%
-$1,754.64 
AVGO Broadcom Inc.
-0.25%
-$3,587.2 
NOW ServiceNow, Inc.
-0.23%
-$567.12 
IONS Ionis Pharmaceuticals, Inc.
-0.19%
-$395.75 
PG Procter & Gamble Co
-0.19%
-$6,172.36 
IVE ISHARES S&P 500 VALUE ETF
-0.17%
-$411.6 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.16%
-$6,905.52 
ESE Esco Technologies Inc.
-0.04%
-$170.41 Events
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Dividends
Dividend Analysis
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| Trades 718 | Longs Won 489/718 68% | Profit Factor 5.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404,001.54 |
| Average Win $121,838.41 | Best Trade (Jul 15) $4.53M | Sharpe Ratio -11.3 |
| Average Loss -$44,614.52 | Worst Trade (Jul 15) -$877,224.07 | Z-Score 6.58 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $68,749.66 |
| 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 | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
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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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