Melita Rajgelj Ozebek Portfolio
Invests via Generali Investments Management Co LLC | Managed by Melita Rajgelj Ozebek, Saso Smigic
Invests via Generali Investments Management Co LLC
Managed by Melita Rajgelj Ozebek, Saso Smigic
Automatically Tracked
Has led corporate development and investor relations for growth-stage companies in technology and financial services across Central Europe, deploying capital via direct investments and strategic partnerships. Melita Rajgelj Ozebek combines operational experience with capital allocation expertise, supporting scaling, exits, and M&A. Known for building investor syndicates and structuring cross-border transactions, and engages with institutional LPs and corporate acquirers. Market-relevant skills include financial modelling, governance, and strategic planning.
Has led corporate development and investor relations for growth-stage companies in technology and financial services across Central Europe, deploying capital via direct investments and strategic partnerships. Melita Rajgelj Ozebek combines operational experience with capital allocation expertise, supporting scaling, exits, and M&A. Known for building investor syndicates and structuring cross-border transactions, and engages with institutional LPs and corporate acquirers. Market-relevant skills include financial modelling, governance, and strategic planning.
Investment Philosophy & Strategy
Combines operational and capital-allocation disciplines to back growth-stage technology and financial-services businesses across Central Europe, favoring cross-border, scaling opportunities where strategic partnerships and M&A can accelerate value creation. Pursues a proactive, syndicate-driven approach that balances hands-on governance and commercial acceleration with disciplined financial modelling. Investment decisions prioritize scalable unit economics, clear exit pathways, and alignment with institutional LPs or strategic acquirers; horizon is medium-to-long term with calibrated downside protection and active portfolio engagement to de-risk outcomes.
Combines operational and capital-allocation disciplines to back growth-stage technology and financial-services businesses across Central Europe, favoring cross-border, scaling opportunities where strategic partnerships and M&A can accelerate value creation. Pursues a proactive, syndicate-driven approach that balances hands-on governance and commercial acceleration with disciplined financial modelling. Investment decisions prioritize scalable unit economics, clear exit pathways, and alignment with institutional LPs or strategic acquirers; horizon is medium-to-long term with calibrated downside protection and active portfolio engagement to de-risk outcomes.
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:
34.49%
Gain -0.46%
Monthly
1.39%
Yearly
17.98%
Drawdown
20.28%
$501.38M
Equity
Holdings
$501.38M
Investment
$404.7M
$127.86M
Profit -$2.26M
Realized
$31.18M
Unrealized
$96.68M
Dividends
$8.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$2.26M
Win %
68%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$6.04M
Win %
68%
This Month
Compared to last month
Gain
1.27%
Profit
$6.26M
Win %
68%
This Year
Compared to last year
Gain
8.78%
Profit
$40.46M
Win %
64%
NEM Newmont Corporation
+3.52%
+$11,132.12 
NUE Nucor Corporation
+3.44%
+$15,689.53 
F Ford Motor Company
+3.09%
+$8,675.4 
STLD Steel Dynamics Inc.
+3.03%
+$15,950.54 
RTX RTX Corporation
+2.71%
+$72,729.15 
C Citigroup Inc.
+2.69%
+$97,770.78 
SLB Schlumberger Limited
+2.37%
+$12,321.34 
PM Philip Morris International Inc.
+2.33%
+$12,782.38 
TRGP Targa Resources Corp.
+2.31%
+$4,088.05 
FCX Freeport-McMoRan Inc.
+2.25%
+$26,193.27 
JPM JPMorgan Chase & Co.
+2.25%
+$171,821.52 
KMI Kinder Morgan, Inc.
+2.12%
+$3,766.9 
SYF Synchrony Financial
+2.05%
+$6,060.24 
WFC Wells Fargo & Company
+1.87%
+$10,405.15 
EQT EQT Corporation
+1.87%
+$16,430.68 
EXE Expand Energy Corporation
+1.77%
+$2,469.74 
BAC Bank of America Corporation
+1.75%
+$65,019.72 
IDXX IDEXX Laboratories, Inc.
+1.74%
+$8,596.07 
CCI Crown Castle Inc.
+1.73%
+$797.64 
EXR Extra Space Storage Inc.
+1.7%
+$1,737.64 
PEP PepsiCo, Inc.
+1.69%
+$10,198.58 
LIN Linde plc
+1.67%
+$46,637.23 
PG Procter & Gamble Co
+1.63%
+$38,585.61 
MDLZ Mondelez International, Inc.
+1.6%
+$4,300.58 
PGR Progressive Corporation
+1.56%
+$1,505.21 
APD Air Products and Chemicals, Inc.
+1.5%
+$7,197.58 
COP ConocoPhillips
+1.49%
+$25,649.16 
D Dominion Energy, Inc.
+1.48%
+$23,225.82 
NEE NextEra Energy, Inc.
+1.46%
+$23,746.35 
PSA Public Storage Common Stock
+1.43%
+$9,047.7 
JNJ Johnson & Johnson
+1.43%
+$118,864.82 
PODD Insulet Corporation
+1.42%
+$5,393.86 
KO The Coca-Cola Company
+1.4%
+$30,065.15 
MO Altria Group, Inc.
+1.35%
+$7,894.33 
CARR Carrier Global Corporation
+1.35%
+$7,732.26 
TJX The TJX Companies, Inc.
+1.33%
+$4,149.12 
AIG American International Group Inc.
+1.33%
+$6,959.4 
EOG EOG Resources, Inc.
+1.28%
+$7,638.15 
ITW Illinois Tool Works Inc.
+1.27%
+$13,034.86 
LLY Eli Lilly and Company
+1.26%
+$161,424.9 
TXN Texas Instruments Inc
+1.21%
+$3,123.99 
HD The Home Depot, Inc.
+1.2%
+$30,641.76 
SRE Sempra
+1.19%
+$10,806.9 
GS The Goldman Sachs Group, Inc.
+1.19%
+$27,886.04 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$18,158.94 
CW Curtiss-Wright Corporation
+1.12%
+$2,124.36 
CL Colgate-Palmolive Company
+1.11%
+$26,163.03 
MRK Merck & Co., Inc.
+1.09%
+$92,820.26 
DOW Dow Inc.
+1.08%
+$11,213.12 
NKE Nike, Inc. - Class B
+1.06%
+$5,348.3 
GEV GE Vernova Inc.
+1.06%
+$34,621.2 
FANG Diamondback Energy Inc
+1.02%
+$3,637.98 
MMM 3M Company
+0.99%
+$11,386.52 
WMB The Williams Companies, Inc.
+0.95%
+$11,336.16 
WMT Walmart Inc.
+0.94%
+$14,215.77 
SYK Stryker Corporation
+0.93%
+$28,869.64 
CVX Chevron Corporation
+0.93%
+$62,410.32 
ISRG Intuitive Surgical, Inc.
+0.92%
+$39,660.14 
DD DuPont de Nemours, Inc.
+0.92%
+$393.25 
AMP Ameriprise Financial, Inc.
+0.87%
+$1,861.5 
AVAV AeroVironment Inc.
+0.86%
+$2,263.12 
APA APA Corporation
+0.83%
+$1,285.83 
DIS The Walt Disney Company
+0.82%
+$4,902.17 
SHW The Sherwin-Williams Company
+0.81%
+$2,107.06 
FTV Fortive Corporation
+0.8%
+$7,889.46 
DVN Devon Energy Corporation
+0.79%
+$941.85 
AAPL Apple Inc.
+0.79%
+$216,575.59 
ICE Intercontinental Exchange, Inc.
+0.72%
+$4,311.86 
HIG The Hartford Insurance Group, Inc.
+0.71%
+$796.18 
CAT Caterpillar Inc.
+0.7%
+$14,590.62 
PSX Phillips 66
+0.7%
+$12,934.22 
ABBV AbbVie Inc.
+0.68%
+$57,599.14 
BRO Brown & Brown Inc.
+0.68%
+$498.64 
NBIX Neurocrine Biosciences Inc.
+0.66%
+$9,686.04 
TRV The Travelers Companies, Inc.
+0.65%
+$893.56 
CI The Cigna Group
+0.64%
+$5,904 
AMGN Amgen Inc.
+0.64%
+$27,705.49 
V Visa Inc. Class A
+0.63%
+$14,008.41 
ALNY Alnylam Pharmaceuticals Inc
+0.63%
+$1,400.08 
OXY Occidental Petroleum Corporation
+0.61%
+$2,691.38 
EMR Emerson Electric Co.
+0.57%
+$29,145.27 
MCK McKesson Corporation
+0.5%
+$5,080.14 
SBUX Starbucks Corporation
+0.45%
+$695.64 
RSG Republic Services, Inc.
+0.43%
+$2,596.03 
CME CME Group Inc.
+0.37%
+$1,900.92 
ABT Abbott Laboratories
+0.37%
+$8,808.54 
TSLA Tesla, Inc.
+0.34%
+$47,741.22 
BMY Bristol-Myers Squibb Company
+0.33%
+$3,455.2 
CVS CVS Health Corporation
+0.3%
+$2,565.75 
CEG Constellation Energy Corporation
+0.29%
+$2,707.02 
MCD McDonald's Corporation
+0.29%
+$9,898.82 
WAT Waters Corporation
+0.28%
+$1,244.41 
MA Mastercard Incorporated
+0.27%
+$2,536.05 
VRTX Vertex Pharmaceuticals Incorporated
+0.25%
+$6,206.76 
PFE Pfizer Inc.
+0.24%
+$13,594.39 
ADP Automatic Data Processing Inc.
+0.24%
+$405.28 
BSX Boston Scientific Corporation
+0.23%
+$4,804 
ECL Ecolab Inc.
+0.23%
+$2,213.64 
NVDA NVIDIA Corporation
+0.15%
+$69,900.47 
VLO Valero Energy Corporation
+0.11%
+$844.12 
BEIGF BeiGene Ltd.
0%
$0 
TWLO Twilio Inc.
-9.43%
-$211,107.76 
OKTA Okta Inc.
-8.46%
-$52,978.15 
SNOW Snowflake Inc.
-6.58%
-$29,509.6 
NET Cloudflare Inc.
-6.4%
-$271,135.17 
TMDX TransMedics Group Inc.
-5.86%
-$13,422.08 
COHR Coherent Corp.
-5.29%
-$13,132.36 
PANW Palo Alto Networks, Inc.
-5.1%
-$163,961.43 
CRWD CrowdStrike Holdings, Inc.
-4.95%
-$177,242.11 
NOW ServiceNow, Inc.
-3.74%
-$276,751.25 
AMD Advanced Micro Devices, Inc.
-3.22%
-$127,637.28 
PLTR Palantir Technologies Inc.
-3.14%
-$256,157.53 
INTC Intel Corporation
-3.13%
-$75,518.43 
HUM Humana Inc.
-2.92%
-$14,138.58 
CRM Salesforce Inc
-2.76%
-$54,466.46 
DELL Dell Technologies Inc.
-2.58%
-$15,097.58 
NFLX Netflix, Inc.
-2.53%
-$118,042.76 
CRDO Credo Technology Group Holding Ltd.
-2.52%
-$11,497.5 
ORCL Oracle Corporation
-2.42%
-$50,204 
ADBE Adobe Inc.
-2.41%
-$23,132.77 
LRCX Lam Research Corporation
-2.36%
-$37,569 
INTU Intuit Inc.
-2.35%
-$40,509.3 
GLW Corning Incorporated
-2.32%
-$16,634.17 
UNH UnitedHealth Group Incorporated
-2.11%
-$77,516.16 
META Meta Platforms Inc Class A
-2.1%
-$638,122.03 
AMAT Applied Materials, Inc.
-2.09%
-$28,910.31 
ZETA Zeta Global Holdings Corp.
-2.03%
-$39,225.12 
AVGO Broadcom Inc.
-2.03%
-$330,273.22 
TER Teradyne, Inc.
-1.85%
-$17,570.97 
STOK Stoke Therapeutics Inc.
-1.6%
-$13,093.85 
TYL Tyler Technologies Inc.
-1.59%
-$20,207.17 
QCOM QUALCOMM Incorporated
-1.36%
-$5,759.09 
RMD ResMed Inc.
-1.33%
-$10,264.94 
CSCO Cisco Systems, Inc.
-1.31%
-$35,146.08 
VRT Vertiv Holdings Co
-1.22%
-$7,634.25 
DHR Danaher Corporation
-1.16%
-$35,341.22 
GOOGL Alphabet Inc
-1.14%
-$409,925.85 
APP AppLovin Corporation Class A Common Stock
-1.12%
-$1,781.26 
TMO Thermo Fisher Scientific Inc.
-1.11%
-$37,389.96 
MPWR Monolithic Power Systems, Inc.
-1.07%
-$12,265.19 
RVTY Revvity Inc.
-0.95%
-$2,082.71 
BIIB Biogen Inc.
-0.88%
-$15,394.66 
MSFT Microsoft Corp.
-0.87%
-$356,234.8 
IBM International Business Machines Corporation
-0.86%
-$20,082.84 
DUOL Duolingo, Inc.
-0.85%
-$6,192.85 
EBAY eBay Inc.
-0.83%
-$7,312.38 
MSCI MSCI Inc.
-0.69%
-$425.86 
EW Edwards Lifesciences Corporation
-0.65%
-$3,499.79 
AMZN Amazon.com Inc
-0.55%
-$183,846.6 
GILD Gilead Sciences Inc.
-0.51%
-$16,499.28 
VRSN Verisign Inc.
-0.44%
-$2,188.21 
APH Amphenol Corporation
-0.41%
-$21,675.69 
REGN Regeneron Pharmaceuticals, Inc.
-0.34%
-$3,400.54 
HCA HCA Healthcare Inc.
-0.33%
-$1,081.41 
STE STERIS plc
-0.31%
-$871.5 
ELV Elevance Health, Inc.
-0.31%
-$1,032.23 
TTI Tetra Technologies Inc.
-0.28%
-$87.14 
MPC Marathon Petroleum Corporation
-0.28%
-$2,728.46 
CF CF Industries Holdings, Inc.
-0.23%
-$280 
GEHC GE HealthCare Technologies Inc.
-0.18%
-$792.74 
BDX Becton, Dickinson and Company
-0.15%
-$1,351.35 
COR Cencora, Inc.
-0.12%
-$1,031.2 
VEEV Veeva Systems Inc.
-0.11%
-$2,285.49 
URI United Rentals, Inc.
-0.07%
-$183.48 Events
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Dividends
Dividend Analysis
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| Trades 951 | Longs Won 576/951 60% | Profit Factor 3.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $804,298.76 |
| Average Win $301,021.48 | Best Trade (Oct 15) $15M | Sharpe Ratio -12.27 |
| Average Loss -$121,400.85 | Worst Trade (Oct 16) -$2.01M | Z-Score 6.61 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $134,451.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,132 | 3,719 | 3,306 | 2,893 | 2,479 | 2,066 | 1,653 | 1,240 | 826 | 413 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 80,362 | $19.79M | $27.7M | - | $7.91M | 39.94% | +0.788% |
| ABBV AbbVie Inc. | 29,767 | $6M | $8.49M | - | $2.5M | 41.6% | +0.683% |
| ABT Abbott Laboratories | 22,586 | $2.72M | $2.37M | - | -$342,339.11 | -12.61% | +0.373% |
| ADBE Adobe Inc. | 3,811 | $926,377.99 | $935,981.6 | - | $9,603.61 | 1.04% | -2.412% |
| ADP Automatic Data Processing Inc. | 596 | $182,938.35 | $170,652.68 | - | -$12,285.67 | -6.72% | +0.238% |
| AIG American International Group Inc. | 6,628 | $566,516.03 | $531,366.76 | - | -$35,149.27 | -6.2% | +1.327% |
| ALNY Alnylam Pharmaceuticals Inc | 946 | $358,680.26 | $222,792.46 | - | -$135,887.8 | -37.89% | +0.632% |
| AMAT Applied Materials, Inc. | 3,223 | $828,278.75 | $1.36M | - | $528,733.17 | 63.84% | -2.086% |
| AMD Advanced Micro Devices, Inc. | 7,044 | $1.51M | $3.83M | - | $2.32M | 154.07% | -3.223% |
| AMGN Amgen Inc. | 9,966 | $2.86M | $4.35M | - | $1.49M | 52.1% | +0.641% |
| AMP Ameriprise Financial, Inc. | 425 | $200,853.44 | $215,458 | - | $14,604.56 | 7.27% | +0.872% |
| AMZN Amazon.com Inc | 131,319 | $28.42M | $33.27M | - | $4.85M | 17.06% | -0.55% |
| APA APA Corporation | 3,297 | $139,925 | $157,003.14 | - | $17,078.14 | 12.21% | +0.826% |
| APD Air Products and Chemicals, Inc. | 1,612 | $460,552.72 | $485,316.78 | - | $24,764.06 | 5.38% | +1.505% |
| APH Amphenol Corporation | 65,664 | $2.28M | $5.33M | - | $3.05M | 134.14% | -0.405% |
| APP AppLovin Corporation Class A Common Stock | 570 | $384,077.3 | $157,414.05 | - | -$226,663.25 | -59.02% | -1.119% |
| AVAV AeroVironment Inc. | 2,125 | $388,981.23 | $264,105.62 | - | -$124,875.61 | -32.1% | +0.864% |
| AVGO Broadcom Inc. | 47,351 | $13M | $15.97M | - | $2.97M | 22.87% | -2.026% |
| BAC Bank of America Corporation | 71,845 | $3.56M | $3.78M | - | $222,722.83 | 6.26% | +1.75% |
| BDX Becton, Dickinson and Company | 4,660 | $768,903.53 | $901,570.2 | - | $132,666.67 | 17.25% | -0.15% |
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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 Melita Rajgelj Ozebek?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $7.44M, Applied Materials, Inc - $4.53M, Alphabet Inc - $4.06M, Dell Technologies Inc - $3.85M, and Lam Research Corporation - $3.11M. 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: Salesforce Inc - $2.19M, Adobe Inc - $1.66M, Tesla, Inc - $1.46M, Oracle Corporation - $1.41M, and ServiceNow, Inc - $1.32M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Melita Rajgelj Ozebek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.11M earned over time. The largest contributors to dividend income include Microsoft Corp - $402,595.67, AbbVie Inc - $345,718.32, Chevron Corporation - $312,094.43, Pfizer Inc - $303,494.43, and Exxon Mobil Corporation - $260,146.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Melita Rajgelj Ozebek's monthly returns?
Melita Rajgelj Ozebek'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 Melita Rajgelj Ozebek's strategy be considered aggressive or moderate?
Melita Rajgelj Ozebek'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 Melita Rajgelj Ozebek's strategy?
Melita Rajgelj Ozebek'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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