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:
22.97%
Gain +0.17%
Monthly
0.96%
Yearly
12.23%
Drawdown
16.75%
$286.45M
Equity
Holdings
$286.45M
Investment
$240.35M
$50.99M
Profit +$442,583.65
Realized
$4.89M
Unrealized
$46.1M
Dividends
$6.38M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$442,583.65
Win %
68%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.33M
Win %
68%
This Month
Compared to last month
Gain
1.92%
Profit
$5.38M
Win %
68%
This Year
Compared to last year
Gain
1.51%
Profit
$4.27M
Win %
71%
RNG RingCentral Inc.
+6.3%
+$22,363.32 
CRM Salesforce Inc
+4.57%
+$67,772.05 
HD The Home Depot, Inc.
+4.31%
+$103,201.95 
SYK Stryker Corporation
+4.12%
+$87,493.04 
HST Host Hotels & Resorts Inc.
+4.01%
+$13,046.52 
WM Waste Management, Inc.
+3.91%
+$54,294.52 
LLY Eli Lilly and Company
+3.55%
+$76,308.6 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$73,992.27 
NOW ServiceNow, Inc.
+3.16%
+$12,330.01 
IVZ Invesco Ltd.
+3.12%
+$10,527.87 
CASY Casey's General Stores Inc.
+3.06%
+$11,471.47 
DHR Danaher Corporation
+3.03%
+$78,274.14 
VCTR Victory Capital Holdings, Inc. Class A
+3.01%
+$8,309.95 
ROAD Construction Partners, Inc. Class A Common Stock
+2.96%
+$7,346.86 
UBER Uber Technologies, Inc.
+2.86%
+$15,099.48 
BX Blackstone Inc.
+2.81%
+$31,051.15 
UNH UnitedHealth Group Incorporated
+2.79%
+$50,598 
SWK Stanley Black & Decker Inc.
+2.73%
+$7,810.5 
NTRA NATERA INC (Common Stock) – ticker 45E
+2.54%
+$11,194.61 
VSXY Victoria's Secret & Co.
+2.46%
+$7,657.82 
RSG Republic Services, Inc.
+2.32%
+$7,695.16 
JAZZ Jazz Pharmaceuticals plc
+2.27%
+$4,436.11 
BA Boeing Company
+2.2%
+$10,769.22 
MA Mastercard Incorporated
+2.17%
+$6,448.45 
UPS United Parcel Service, Inc.
+2.14%
+$18,538.15 
V Visa Inc. Class A
+2.13%
+$134,201.76 
MKC McCormick & Company, Incorporated
+2.03%
+$8,240.05 
ADP Automatic Data Processing Inc.
+1.9%
+$45,885.8 
AMGN Amgen Inc.
+1.86%
+$22,183.95 
FTI TechnipFMC plc
+1.83%
+$6,258.75 
F Ford Motor Company
+1.71%
+$10,976.91 
STZ Constellation Brands, Inc.
+1.7%
+$8,842.75 
ABT Abbott Laboratories
+1.66%
+$61,209.45 
DIS The Walt Disney Company
+1.55%
+$23,154.69 
INCY Incyte Corporation
+1.52%
+$4,185.4 
APD Air Products and Chemicals, Inc.
+1.39%
+$7,448.12 
CVX Chevron Corporation
+1.39%
+$55,574.24 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$73,889.58 
AAPL Apple Inc.
+1.17%
+$148,907.34 
QLYS Qualys, Inc.
+1.13%
+$3,873.86 
AHR American Healthcare REIT, Inc.
+1.13%
+$3,234.96 
HWM Howmet Aerospace Inc.
+1.02%
+$5,604.56 
VZ Verizon Communications Inc.
+0.98%
+$5,044.69 
IBM International Business Machines Corporation
+0.95%
+$12,928.95 
EFA iShares MSCI EAFE ETF
+0.9%
+$375,098.72 
UNFI United Natural Foods Inc.
+0.87%
+$2,650.62 
DVY iShares Select Dividend ETF
+0.86%
+$3,727.35 
RTX RTX Corporation
+0.85%
+$8,648.01 
LTH Life Time Group Holdings Inc.
+0.83%
+$2,348.01 
NEE NextEra Energy, Inc.
+0.75%
+$4,944.2 
IMAX Imax Corporation
+0.72%
+$2,180.78 
DAR Darling Ingredients Inc.
+0.69%
+$2,176.86 
DTH WisdomTree International High Dividend Fund
+0.69%
+$1,560.28 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$1,601.6 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$47,644.74 
EMR Emerson Electric Co.
+0.66%
+$10,037.56 
WMT Walmart Inc.
+0.65%
+$13,681.52 
ITW Illinois Tool Works Inc.
+0.64%
+$19,488 
VSGX Vanguard ESG International Stock ETF
+0.63%
+$4,471.97 
BAC Bank of America Corporation
+0.6%
+$9,305.58 
AAMI Acadian Asset Management Inc.
+0.54%
+$4,119.28 
COST Costco Wholesale Corporation
+0.49%
+$11,254.68 
ASML ASML Holding N.V. New York Registry Shares
+0.48%
+$7,740.15 
ILCV iShares Morningstar Value ETF
+0.47%
+$6,249.54 
MSFT Microsoft Corp.
+0.44%
+$46,703.9 
GS The Goldman Sachs Group, Inc.
+0.43%
+$14,250 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.39%
+$14,264.8 
PG Procter & Gamble Co
+0.35%
+$11,243.69 
VMI Valmont Industries, Inc.
+0.29%
+$839.52 
SBUX Starbucks Corporation
+0.28%
+$6,179.49 
IJH iShares Core S&P Mid-Cap ETF
+0.27%
+$59,663 
NUSC Nuveen ESG Small-Cap ETF
+0.26%
+$1,154.01 
KO The Coca-Cola Company
+0.24%
+$5,892.48 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$1,880.1 
LIND Lindblad Expeditions Holdings Inc.
+0.23%
+$1,240.8 
AIT Applied Industrial Technologies Inc.
+0.18%
+$567.04 
WWD Woodward Inc.
+0.18%
+$470.31 
O Realty Income Corporation
+0.18%
+$706.4 
MSGE Madison Square Garden Entertainment Corp.
+0.16%
+$564 
IWM iShares Russell 2000 ETF
+0.12%
+$22,526.08 
LIN Linde plc
+0.11%
+$2,032.12 
ESGV Vanguard ESG U.S. Stock ETF
+0.1%
+$1,283.66 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$20,323.38 
JPM JPMorgan Chase & Co.
+0.07%
+$1,940.25 
AMZN Amazon.com Inc
+0.06%
+$2,547.12 
AMT American Tower Corporation
+0.02%
+$205.96 
META Meta Platforms Inc Class A
+0.01%
+$141.25 
BPOP Popular Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
+$3.79 
CSCO Cisco Systems, Inc.
-3.33%
-$54,450.93 
AEIS Advanced Energy Industries Inc.
-3.33%
-$11,635.89 
LITE Lumentum Holdings Inc.
-2.99%
-$9,939.1 
MKSI MKS Instruments Inc.
-2.55%
-$7,457.06 
TTMI TTM Technologies, Inc.
-2.29%
-$6,173.52 
MTRN Materion Corporation
-2.13%
-$7,411.7 
AVGO Broadcom Inc.
-1.98%
-$22,908.84 
NFLX Netflix, Inc.
-1.93%
-$16,440.2 
ARW Arrow Electronics Inc.
-1.82%
-$6,683.04 
SANM Sanmina Corporation
-1.7%
-$5,058.96 
ETN Eaton Corporation plc
-1.56%
-$4,216.94 
GNRC Generac Holdings Inc.
-1.49%
-$3,787.79 
INTC Intel Corporation
-1.42%
-$15,662.7 
ADEA Adeia Inc.
-0.97%
-$2,212.14 
DY Dycom Industries Inc.
-0.84%
-$1,907.49 
PEP PepsiCo, Inc.
-0.69%
-$16,320.82 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$19,028.36 
NVDA NVIDIA Corporation
-0.66%
-$33,655.68 
TXN Texas Instruments Inc
-0.55%
-$11,526.94 
ROK Rockwell Automation, Inc.
-0.33%
-$2,040.54 
SLB Schlumberger Limited
-0.29%
-$1,867.88 
JNJ Johnson & Johnson
-0.25%
-$11,094.3 
GOOGL Alphabet Inc
-0.17%
-$4,490.82 
GOOG Alphabet Inc
-0.14%
-$11,323.9 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.13%
-$1,647.54 
RBC RBC Bearings Incorporated
-0.13%
-$434.2 
CL Colgate-Palmolive Company
-0.12%
-$744.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$241.82 
CEG Constellation Energy Corporation
-0.1%
-$285.18 
ESE Esco Technologies Inc.
-0.08%
-$295.47 
ILCG iShares Morningstar Growth ETF
-0.05%
-$696.3 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$108.22 
SNEX StoneX Group Inc.
-0.02%
-$56.31 Events
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Dividends
Dividend Analysis
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| Trades 931 | Longs Won 635/931 68% | Profit Factor 5.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,906.58 |
| Average Win $98,088 | Best Trade (Oct 16) $4.25M | Sharpe Ratio -430.56 |
| Average Loss -$38,168.37 | Worst Trade (Sep 29) -$860,792.27 | Z-Score 5.2 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $54,766.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 8,157 | $295,316.48 | $761,170.45 | - | $465,853.97 | 157.75% | +0.544% |
| AAPL Apple Inc. | 37,134 | $9.3M | $12.85M | - | $3.55M | 38.17% | +1.173% |
| ABT Abbott Laboratories | 35,795 | $4.03M | $3.75M | - | -$284,527.16 | -7.06% | +1.661% |
| ADEA Adeia Inc. | 10,534 | $346,885 | $226,797.02 | - | -$120,087.98 | -34.62% | -0.966% |
| ADP Automatic Data Processing Inc. | 8,609 | $2.51M | $2.46M | - | -$51,728.07 | -2.06% | +1.901% |
| AEIS Advanced Energy Industries Inc. | 1,339 | $280,346.78 | $337,535.12 | - | $57,188.34 | 20.4% | -3.332% |
| AHR American Healthcare REIT, Inc. | 5,483 | $258,323.47 | $290,653.82 | - | $32,330.35 | 12.52% | +1.126% |
| AIT Applied Industrial Technologies Inc. | 922 | $306,371 | $308,358.3 | - | $1,987.3 | 0.65% | +0.184% |
| AMGN Amgen Inc. | 2,801 | $732,649.13 | $1.22M | - | $483,068.9 | 65.93% | +1.859% |
| AMT American Tower Corporation | 5,149 | $944,378.23 | $934,028.6 | - | -$10,349.63 | -1.1% | +0.022% |
| AMZN Amazon.com Inc | 18,195 | $4.04M | $4.64M | - | $601,113.16 | 14.89% | +0.055% |
| APD Air Products and Chemicals, Inc. | 1,830 | $530,723.27 | $542,778.02 | - | $12,054.75 | 2.27% | +1.391% |
| ARW Arrow Electronics Inc. | 1,634 | $348,712 | $359,757.78 | - | $11,045.78 | 3.17% | -1.824% |
| ASML ASML Holding N.V. New York Registry Shares | 981 | $791,301.12 | $1.63M | - | $842,387.61 | 106.46% | +0.476% |
| AVGO Broadcom Inc. | 3,364 | $859,538.7 | $1.14M | - | $275,878.58 | 32.1% | -1.978% |
| BA Boeing Company | 2,646 | $471,147.16 | $499,379.58 | - | $28,232.42 | 5.99% | +2.204% |
| BAC Bank of America Corporation | 30,018 | $1.32M | $1.55M | - | $227,779.28 | 17.2% | +0.603% |
| BPOP Popular Inc. | 1,844 | $286,650 | $286,650 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 13,574 | $6.17M | $7.18M | - | $1.01M | 16.45% | +0.668% |
| BX Blackstone Inc. | 10,385 | $1.74M | $1.13M | - | -$610,008.42 | -34.98% | +2.815% |
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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 - $1.04M, Intel Corporation - $996,746.75, iShares Russell 2000 ETF - $810,990.79, and SPDR S&P 500 ETF Trust - $809,034.54. 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: Nike, Inc. - Class B - $847,679.01, Fiserv, Inc - $784,213.23, Argan Inc - $201,299.5, Lincoln Educational Services Corporation - $166,964.79, and Constellation Brands, Inc - $160,272.78. 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 $6.38M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $789,319.96, iShares Core S&P Mid-Cap ETF - $503,688.53, SPDR S&P 500 ETF Trust - $358,706.86, iShares Russell 2000 ETF - $241,346.45, and Chevron Corporation - $222,350.56. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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