Mary Lecca Portfolio
Invests via ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | Managed by Frank X. Rambusch, Theodore C. York, Michael B. McIntosh
Invests via ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc.
Managed by Frank X. Rambusch, Theodore C. York, Michael B. McIntosh
Automatically Tracked
Mary Lecca Profile
With a robust background in corporate finance, Mary Lecca has carved a niche as a seasoned operating executive. Her expertise lies in transforming underperforming businesses through strategic oversight and operational enhancement. With experience across diverse industries, she excels at aligning resources to drive growth and efficiency. Known for her keen ability to analyze market trends and customer needs, her leadership has been instrumental in executing initiatives that boost profitability. Additionally, her solid academic foundation adds credibility to her professional endeavors, further strengthening the impact she makes within capital markets.
With a robust background in corporate finance, Mary Lecca has carved a niche as a seasoned operating executive. Her expertise lies in transforming underperforming businesses through strategic oversight and operational enhancement. With experience across diverse industries, she excels at aligning resources to drive growth and efficiency. Known for her keen ability to analyze market trends and customer needs, her leadership has been instrumental in executing initiatives that boost profitability. Additionally, her solid academic foundation adds credibility to her professional endeavors, further strengthening the impact she makes within capital markets.
Investment Philosophy & Strategy
Mary Lecca approaches investing with a distinctive operational focus, leveraging her extensive experience in corporate finance to identify inefficiencies ripe for transformation. Her deep understanding of market dynamics shapes strategic decisions that capitalize on growth opportunities while enhancing productivity across various sectors. With a keen eye for aligning organizational resources and consumer demands, she champions initiatives that not only improve performance but also drive sustainable profitability. This pragmatic methodology enables sound capital deployment and cultivates long-term value creation within the businesses she engages with.
Mary Lecca approaches investing with a distinctive operational focus, leveraging her extensive experience in corporate finance to identify inefficiencies ripe for transformation. Her deep understanding of market dynamics shapes strategic decisions that capitalize on growth opportunities while enhancing productivity across various sectors. With a keen eye for aligning organizational resources and consumer demands, she champions initiatives that not only improve performance but also drive sustainable profitability. This pragmatic methodology enables sound capital deployment and cultivates long-term value creation within the businesses she engages with.
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:
83.31%
Gain +2.87%
Monthly
1.78%
Yearly
23.56%
Drawdown
21.76%
$383.67M
Equity
Holdings
$383.67M
Investment
$212.93M
$194.29M
Profit +$8.63M
Realized
$23.55M
Unrealized
$170.74M
Dividends
$15.22M
Goals
Avg. 36.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.87%
Profit
$8.63M
Win %
72%
This Week
Compared To Last Week
Gain
-1.65%
Profit
-$6.43M
Win %
72%
This Month
Compared to last month
Gain
-5.32%
Profit
-$21.53M
Win %
72%
This Year
Compared to last year
Gain
-5.33%
Profit
-$21.61M
Win %
69%
ACN Accenture plc Class A
+6.88%
+$21,857.2 
XYL Xylem Inc.
+4%
+$87,710.35 
GM General Motors Company
+3.75%
+$16,104.4 
ADP Automatic Data Processing Inc.
+3.6%
+$27,570 
BLK BlackRock, Inc.
+3.33%
+$163,842.02 
SYK Stryker Corporation
+2.93%
+$69,503.21 
TJX The TJX Companies, Inc.
+2.83%
+$51,621.18 
NVO Novo Nordisk A/S Sponsored ADR
+2.6%
+$27,865.29 
ABBV AbbVie Inc.
+2.56%
+$96,178.23 
DE Deere & Company
+2.37%
+$8,284.37 
GOOGL Alphabet Inc
+2.19%
+$431,481.05 
SPG Simon Property Group, Inc.
+2.17%
+$5,628.57 
MA Mastercard Incorporated
+2%
+$21,406.52 
TKO Tko Group Holdings Inc.
+1.75%
+$8,396.8 
EMR Emerson Electric Co.
+1.68%
+$6,869.87 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$4,876.92 
WMT Walmart Inc.
+1.22%
+$67,828.64 
MKL Markel Group Inc.
+1.21%
+$4,367.61 
MSFT Microsoft Corp.
+1.09%
+$144,652.66 
BX Blackstone Inc.
+0.98%
+$40,800.19 
AAPL Apple Inc.
+0.94%
+$225,019.28 
SQ Block, Inc.
+0.86%
+$5,540.04 
LHX L3Harris Technologies, Inc.
+0.57%
+$15,402.51 
AXP American Express Company
+0.37%
+$952.31 
JPM JPMorgan Chase & Co.
+0.31%
+$7,042.89 
JNJ Johnson & Johnson
+0.29%
+$3,935.05 
NVDA NVIDIA Corporation
+0.25%
+$41,937.34 
MUB iShares National Muni Bond ETF
+0.19%
+$1,102.4 
EVR Evercore Inc.
+0.12%
+$704.75 
ORCL Oracle Corporation
+0.06%
+$1,972.67 
PG Procter & Gamble Co
+0.02%
+$108.83 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$39.74 
XOM Exxon Mobil Corporation
+0.01%
+$198.94 
ALC Alcon Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
+$0.05 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.01 
AZO AutoZone Inc.
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BIDU Baidu Inc.
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BURL Burlington Stores Inc.
0%
-$0.04 
C Citigroup Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
+$0.02 
CEG Constellation Energy Corporation
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CMI Cummins Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CPAY Corpay, Inc.
0%
+$0.03 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DCRE DoubleLine Commercial Real Estate ETF
0%
$0 
DHR Danaher Corporation
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DXCM DexCom, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ENPH Enphase Energy, Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
-$0.04 
ESI Element Solutions Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
FAST Fastenal Co.
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FERG Ferguson Enterprises Inc
0%
-$0.02 
FRT Federal Realty Investment Trust
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FTS Fortis Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.02 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
HAL Halliburton Company
0%
$0 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HUBB Hubbell Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGOV iShares International Treasury Bond ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
IXUS iShares Core International Stock ETF
0%
$0 
JD JD.com Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
LIN Linde plc
0%
+$0.06 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
+$0.14 
MDT Medtronic plc
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NUVB Nuvation Bio Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NXT Nextracker Inc.
0%
$0 
OKTA Okta Inc.
0%
+$0.03 
ORLY O'Reilly Automotive Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PSX Phillips 66
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RBC RBC Bearings Incorporated
0%
+$0.04 
RELX Relx PLC Sponsored ADR
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SUI Sun Communities Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TM Toyota Motor Corporation
0%
+$0.04 
TME Tencent Music Entertainment Group
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRP TC Energy Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
-$0.01 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.01 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.06 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WCN Waste Connections Inc.
0%
-$0.04 
WDC Western Digital Corporation
0%
$0 
WSO Watsco Inc.
0%
$0 
WWD Woodward Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
-8.15%
-$1.42M 
AMAT Applied Materials, Inc.
-7.82%
-$1.1M 
GFS GlobalFoundries Inc.
-7.82%
-$44,424.64 
INTC Intel Corporation
-5.86%
-$69,810 
CAT Caterpillar Inc.
-3.71%
-$15,274.54 
APH Amphenol Corporation
-3.64%
-$187,123.23 
MCHP Microchip Technology Incorporated
-2.81%
-$13,140 
TT Trane Technologies plc
-2.75%
-$111,724.14 
ADI Analog Devices, Inc.
-1.63%
-$71,968.68 
CVX Chevron Corporation
-1.27%
-$30,201.6 
WMB The Williams Companies, Inc.
-0.89%
-$3,563.91 
ANET Arista Networks, Inc.
-0.61%
-$7,621.88 
AVGO Broadcom Inc.
-0.6%
-$90,681.36 
TSLA Tesla, Inc.
-0.58%
-$21,856.62 
AMZN Amazon.com Inc
-0.23%
-$18,954.92 
META Meta Platforms Inc Class A
-0.08%
-$4,377.36 
ICSH iShares Short Treasury Bond ETF
-0.01%
-$36.76 Events
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Dividends
Dividend Analysis
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| Trades 2362 | Longs Won 1567/2362 66% | Profit Factor 11.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $657,919.17 |
| Average Win $135,597.95 | Best Trade (Jul 30) $14.79M | Sharpe Ratio -10.96 |
| Average Loss -$22,877.9 | Worst Trade (Jun 30) -$743,965.9 | Z-Score -0.25 (19.44%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 3d | Expectancy $82,258.28 |
| 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 | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
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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FAQ
Which stocks have generated the highest profits for Mary Lecca?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.65M, NVIDIA Corporation - $2.37M, Apple Inc - $1.97M, Broadcom Inc - $1.86M, and Microsoft Corp - $1.84M. 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: Intuit Inc - $886,232.05, Pfizer Inc - $758,988.45, Accenture plc Class A - $748,983.16, Chipotle Mexican Grill, Inc - $531,949.2, and Broadridge Financial Solutions, Inc - $448,787.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary Lecca's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.22M earned over time. The largest contributors to dividend income include Cisco Systems, Inc - $524,751.5, Blackstone Inc - $502,637.06, Texas Instruments Inc - $432,114.46, AbbVie Inc - $414,371.16, and Microsoft Corp - $407,831.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary Lecca's monthly returns?
Mary Lecca'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 Mary Lecca's strategy be considered aggressive or moderate?
Mary Lecca'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 Mary Lecca's strategy?
Mary Lecca'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.
