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:
93.37%
Gain -1.41%
Monthly
1.78%
Yearly
23.58%
Drawdown
21.76%
$392.35M
Equity
Holdings
$392.35M
Investment
$212.93M
$202.5M
Profit -$4.51M
Realized
$23.08M
Unrealized
$179.42M
Dividends
$15.63M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.41%
Profit
-$4.51M
Win %
72%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$4.51M
Win %
72%
This Month
Compared to last month
Gain
-1.25%
Profit
-$4.95M
Win %
72%
This Year
Compared to last year
Gain
-3.19%
Profit
-$12.93M
Win %
69%
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$767,322.88 
PANW Palo Alto Networks, Inc.
+13.09%
+$343,073.33 
OKTA Okta Inc.
+11.98%
+$63,660.45 
FTNT Fortinet Inc.
+9.04%
+$221,922.08 
GWRE GUIDEWIRE SOFTWARE INC
+8.56%
+$40,328.64 
NOW ServiceNow, Inc.
+7.41%
+$57,515.74 
TYL Tyler Technologies Inc.
+6.82%
+$27,253.52 
FDS FactSet Research Systems Inc.
+6.67%
+$31,227.24 
ACN Accenture plc Class A
+6.05%
+$22,939.75 
SPOT Spotify Technology S.A.
+5.87%
+$54,755.2 
SAP SAP SE Sponsored ADR
+5.78%
+$52,179.82 
RELX Relx PLC Sponsored ADR
+5.68%
+$34,848 
CHKP Check Point Software Technologies Ltd.
+5.21%
+$23,677.17 
GOOGL Alphabet Inc
+3.22%
+$657,178.83 
MDT Medtronic plc
+3.19%
+$16,153 
ADP Automatic Data Processing Inc.
+3.12%
+$25,110 
SUI Sun Communities Inc.
+3.09%
+$16,248.6 
GOOG Alphabet Inc
+3.06%
+$65,284.38 
AZO AutoZone Inc.
+3.02%
+$5,828.33 
META Meta Platforms Inc Class A
+2.71%
+$167,196.12 
ALC Alcon Inc.
+2.58%
+$17,329.8 
ISRG Intuitive Surgical, Inc.
+2.38%
+$11,251.2 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.32%
+$15,170.92 
SYK Stryker Corporation
+2.31%
+$44,902.13 
DXCM DexCom, Inc.
+1.99%
+$9,096.45 
MSFT Microsoft Corp.
+1.97%
+$332,872.08 
LLY Eli Lilly and Company
+1.92%
+$60,810.75 
ALL Allstate Corporation
+1.87%
+$6,987.25 
GILD Gilead Sciences Inc.
+1.87%
+$9,404.24 
GM General Motors Company
+1.81%
+$7,657 
TKO Tko Group Holdings Inc.
+1.81%
+$9,039.68 
WMT Walmart Inc.
+1.8%
+$96,256.82 
ABBV AbbVie Inc.
+1.78%
+$67,046.62 
MSI Motorola Solutions, Inc.
+1.72%
+$28,916.1 
ORLY O'Reilly Automotive Inc.
+1.63%
+$13,713 
TME Tencent Music Entertainment Group
+1.63%
+$11,202.49 
DHR Danaher Corporation
+1.58%
+$7,290.12 
ROP Roper Technologies Inc.
+1.57%
+$27,983.55 
LHX L3Harris Technologies, Inc.
+1.41%
+$30,984.3 
VHT Vanguard Health Care ETF
+1.4%
+$3,980.25 
VZ Verizon Communications Inc.
+1.35%
+$3,480.49 
UBER Uber Technologies, Inc.
+1.35%
+$11,162.16 
V Visa Inc. Class A
+1.32%
+$40,084.32 
CPAY Corpay, Inc.
+1.07%
+$13,800.46 
CB Chubb Limited
+1.06%
+$39,798 
AXP American Express Company
+0.97%
+$2,419.2 
IDXX IDEXX Laboratories, Inc.
+0.96%
+$5,788.26 
MA Mastercard Incorporated
+0.92%
+$10,199.2 
MKL Markel Group Inc.
+0.87%
+$2,790.61 
DE Deere & Company
+0.87%
+$3,292.51 
NVO Novo Nordisk A/S Sponsored ADR
+0.87%
+$8,100.37 
ENPH Enphase Energy, Inc.
+0.85%
+$2,275.4 
EOG EOG Resources, Inc.
+0.8%
+$10,277.5 
WCN Waste Connections Inc.
+0.8%
+$5,428.48 
JD JD.com Inc.
+0.74%
+$5,442.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$2,332.44 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$3,068.91 
PFG Principal Financial Group, Inc.
+0.63%
+$1,849.26 
MRK Merck & Co., Inc.
+0.63%
+$5,200.65 
CP Canadian Pacific Kansas City Limited
+0.62%
+$5,450.5 
RPM RPM International Inc.
+0.6%
+$2,804.18 
PG Procter & Gamble Co
+0.59%
+$3,743.58 
BIDU Baidu Inc.
+0.55%
+$3,232.5 
XYL Xylem Inc.
+0.52%
+$10,211.6 
TRP TC Energy Corporation
+0.52%
+$4,692.87 
SHW The Sherwin-Williams Company
+0.37%
+$10,586.24 
ULTA Ulta Beauty Inc.
+0.34%
+$2,352.46 
KMI Kinder Morgan, Inc.
+0.34%
+$8,862.74 
JNJ Johnson & Johnson
+0.28%
+$3,783.75 
GD General Dynamics Corporation
+0.26%
+$8,467.52 
UNP Union Pacific Corporation
+0.26%
+$699.34 
AAPL Apple Inc.
+0.24%
+$57,497.04 
FAST Fastenal Co.
+0.24%
+$827.4 
FRT Federal Realty Investment Trust
+0.16%
+$6,043.86 
PCAR PACCAR Inc.
+0.11%
+$275.34 
BLV Vanguard Long-Term Bond ETF
+0.09%
+$448.92 
SPG Simon Property Group, Inc.
+0.08%
+$184.63 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$39.74 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$36.76 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HPE Hewlett Packard Enterprise Company
-10.76%
-$235,838.92 
ARM Arm Holdings plc American Depositary Receipt
-9.74%
-$119,103.6 
GEV GE Vernova Inc.
-8.63%
-$114,587.03 
LRCX Lam Research Corporation
-8.29%
-$339,716.01 
VRT Vertiv Holdings Co
-7.64%
-$50,756.47 
MRVL Marvell Technology, Inc.
-7.32%
-$181,370.98 
GFS GlobalFoundries Inc.
-7.26%
-$36,415.39 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$105,118.9 
Q Qnity Electronics Inc.
-7.21%
-$13,801.65 
CEG Constellation Energy Corporation
-7.09%
-$75,816.26 
KEYS Keysight Technologies, Inc.
-7.06%
-$186,498 
AMAT Applied Materials, Inc.
-7.04%
-$876,048.48 
ESI Element Solutions Inc.
-6.44%
-$19,746.35 
APH Amphenol Corporation
-6.42%
-$742,979.16 
KLAC KLA Corporation
-6.39%
-$485,100 
ANET Arista Networks, Inc.
-5.89%
-$85,365.84 
INTC Intel Corporation
-5.59%
-$74,750 
MU Micron Technology, Inc.
-5.27%
-$360,893.19 
NXPI NXP Semiconductors N.V.
-5.24%
-$42,200.34 
DLR Digital Realty Trust, Inc.
-5.03%
-$31,397.76 
SLB Schlumberger Limited
-4.9%
-$66,750.71 
AVGO Broadcom Inc.
-4.77%
-$677,951.12 
ADI Analog Devices, Inc.
-4.69%
-$210,917.76 
WDC Western Digital Corporation
-4.53%
-$239,034.4 
AMD Advanced Micro Devices, Inc.
-4.33%
-$789,446.7 
CAT Caterpillar Inc.
-4.27%
-$16,456.74 
TEL TE Connectivity plc
-4.07%
-$29,523.06 
GS The Goldman Sachs Group, Inc.
-3.97%
-$36,419.67 
HUBB Hubbell Inc.
-3.88%
-$14,155.05 
EQIX Equinix, Inc.
-3.76%
-$35,997 
TT Trane Technologies plc
-3.75%
-$139,340.4 
ORCL Oracle Corporation
-3.75%
-$158,659.03 
WWD Woodward Inc.
-3.73%
-$12,388.56 
MCHP Microchip Technology Incorporated
-3.67%
-$16,320 
CDNS Cadence Design Systems, Inc.
-3.56%
-$18,001.26 
BEPC Brookfield Renewable Corporation
-3.43%
-$44,428.16 
NVDA NVIDIA Corporation
-3.35%
-$613,950.36 
RBC RBC Bearings Incorporated
-3.22%
-$20,562.6 
BURL Burlington Stores Inc.
-2.86%
-$25,776.42 
CMI Cummins Inc.
-2.84%
-$8,885.22 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$18,507.69 
EMR Emerson Electric Co.
-2.56%
-$10,646.93 
NUVB Nuvation Bio Inc.
-2.39%
-$1,740 
HAL Halliburton Company
-2.3%
-$16,689.75 
RIO Rio Tinto Plc Sponsored ADR
-2.3%
-$22,855.1 
PH Parker-Hannifin Corporation
-2.25%
-$75,188.25 
ROK Rockwell Automation, Inc.
-2.19%
-$16,668.26 
EVR Evercore Inc.
-2.08%
-$10,589.02 
TXN Texas Instruments Inc
-1.97%
-$100,626.24 
C Citigroup Inc.
-1.9%
-$8,125.92 
CSCO Cisco Systems, Inc.
-1.85%
-$162,629.55 
NUE Nucor Corporation
-1.83%
-$13,846.84 
MLM Martin Marietta Materials, Inc.
-1.77%
-$10,495.44 
TSLA Tesla, Inc.
-1.77%
-$79,445.13 
JPM JPMorgan Chase & Co.
-1.71%
-$38,641.11 
ETR Entergy Corporation
-1.61%
-$5,848 
VGT Vanguard Information Technology ETF
-1.57%
-$28,496.2 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.38%
-$3,094.12 
IXUS iShares Core International Stock ETF
-1.31%
-$11,423.65 
BLK BlackRock, Inc.
-1.29%
-$64,361.57 
AMZN Amazon.com Inc
-1.26%
-$115,875.36 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$13,644.4 
WMB The Williams Companies, Inc.
-1.22%
-$5,034.73 
QCOM QUALCOMM Incorporated
-1%
-$3,217.76 
FSLR First Solar, Inc.
-0.95%
-$7,685.38 
PSX Phillips 66
-0.94%
-$42,536.52 
CVX Chevron Corporation
-0.89%
-$23,649.6 
WSO Watsco Inc.
-0.87%
-$1,954.68 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$24,661.79 
MTB M&T Bank Corporation
-0.83%
-$4,001.89 
NEE NextEra Energy, Inc.
-0.81%
-$33,006.88 
TTE TotalEnergies SE
-0.81%
-$8,532.94 
VT Vanguard Total World Stock ETF
-0.76%
-$2,425.36 
XOM Exxon Mobil Corporation
-0.55%
-$18,203.01 
VO Vanguard Mid-Cap ETF
-0.52%
-$13,395.45 
FTS Fortis Inc.
-0.5%
-$3,793.5 
IGOV iShares International Treasury Bond ETF
-0.49%
-$1,385.6 
CMS CMS Energy Corporation
-0.47%
-$1,633.9 
VOO Vanguard S&P 500 ETF
-0.46%
-$18,788.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,130.25 
LIN Linde plc
-0.39%
-$10,235.55 
VB Vanguard Small-Cap ETF
-0.37%
-$10,331.02 
NXT Nextracker Inc.
-0.33%
-$491.4 
SHEL Shell plc
-0.33%
-$3,286.39 
TM Toyota Motor Corporation
-0.31%
-$2,324.71 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.27%
-$697.3 
PPG PPG Industries Inc.
-0.24%
-$3,766.75 
ECL Ecolab Inc.
-0.23%
-$7,788.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.23%
-$1,127.72 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.2%
-$733.5 
BX Blackstone Inc.
-0.16%
-$6,277 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$1,243.81 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$639.45 
BABA Alibaba Group Holding Limited SP ADR
-0.07%
-$460.24 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$1,078.9 
MUB iShares National Muni Bond ETF
-0.06%
-$358.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$273.87 
FERG Ferguson Enterprises Inc
-0.06%
-$203.32 
DCRE DoubleLine Commercial Real Estate ETF
-0.05%
-$437.4 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$240.04 
TJX The TJX Companies, Inc.
-0.02%
-$291.98 Events
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Dividends
Dividend Analysis
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| Trades 2362 | Longs Won 1576/2362 66% | Profit Factor 11.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $678,477.08 |
| Average Win $141,023.29 | Best Trade (Sep 03) $18.64M | Sharpe Ratio -10.93 |
| Average Loss -$25,133.3 | Worst Trade (Jun 30) -$743,965.9 | Z-Score 7.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $85,731.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 70,984 | $9.69M | $23.64M | - | $13.95M | 143.96% | +0.244% |
| ABBV AbbVie Inc. | 14,639 | $2.34M | $3.83M | - | $1.49M | 63.8% | +1.781% |
| ACN Accenture plc Class A | 2,062 | $408,873.91 | $402,141.55 | - | -$6,732.36 | -1.65% | +6.049% |
| ADI Analog Devices, Inc. | 11,876 | $2.33M | $4.29M | - | $1.96M | 83.96% | -4.689% |
| ADP Automatic Data Processing Inc. | 3,000 | $749,220 | $829,890 | - | $80,670 | 10.77% | +3.12% |
| ALC Alcon Inc. | 10,194 | $813,592.95 | $690,439.62 | - | -$123,153.33 | -15.14% | +2.575% |
| ALL Allstate Corporation | 1,471 | $200,224.15 | $380,194.66 | - | $179,970.51 | 89.88% | +1.872% |
| AMAT Applied Materials, Inc. | 27,270 | $2.97M | $11.57M | - | $8.61M | 290.26% | -7.037% |
| AMD Advanced Micro Devices, Inc. | 35,322 | $3.32M | $17.44M | - | $14.12M | 425.33% | -4.33% |
| AMZN Amazon.com Inc | 35,764 | $3.12M | $9.07M | - | $5.95M | 191.02% | -1.262% |
| ANET Arista Networks, Inc. | 7,259 | $742,668.54 | $1.36M | - | $620,789.43 | 83.59% | -5.892% |
| APH Amphenol Corporation | 137,844 | $3.4M | $10.82M | - | $7.42M | 217.97% | -6.423% |
| ARM Arm Holdings plc American Depositary Receipt | 4,620 | $622,020.2 | $1.1M | - | $482,206 | 77.52% | -9.736% |
| ASML ASML Holding N.V. New York Registry Shares | 854 | $776,770.7 | $1.35M | - | $568,458.64 | 73.18% | -7.248% |
| AVGO Broadcom Inc. | 39,256 | $2.7M | $13.53M | - | $10.84M | 401.98% | -4.771% |
| AXP American Express Company | 768 | $232,305 | $251,781.12 | - | $19,476.12 | 8.38% | +0.97% |
| AZO AutoZone Inc. | 67 | $168,179.78 | $198,570.58 | - | $30,390.8 | 18.07% | +3.024% |
| BABA Alibaba Group Holding Limited SP ADR | 5,753 | $764,674.46 | $628,342.66 | - | -$136,331.8 | -17.83% | -0.073% |
| BEPC Brookfield Renewable Corporation | 42,112 | $1.23M | $1.25M | - | $19,923.53 | 1.62% | -3.429% |
| BIDU Baidu Inc. | 6,465 | $645,464.65 | $594,133.5 | - | -$51,331.15 | -7.95% | +0.547% |
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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 - $2.67M, NVIDIA Corporation - $2.37M, Apple Inc - $1.99M, Microsoft Corp - $1.87M, and Broadcom Inc - $1.86M. 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 $15.63M earned over time. The largest contributors to dividend income include Blackstone Inc - $543,123.71, Cisco Systems, Inc - $524,751.5, Texas Instruments Inc - $459,176.82, Microsoft Corp - $438,804.6, and AbbVie Inc - $414,371.16. 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.
