DF
Debbie Fox Portfolio
Invests via Texas Bank & Trust Co | Managed by Debbie Fox
Invests via Texas Bank & Trust Co
Managed by Debbie Fox
Automatically Tracked
Veteran investment professional focused on growth equity and operational value creation across technology and healthcare, with experience sourcing deals, leading follow-on rounds and partnering with founders to scale revenue and margins. Debbie Fox combines operating leadership and investor diligence, with a background in corporate strategy, portfolio operations and fund-level governance.
Veteran investment professional focused on growth equity and operational value creation across technology and healthcare, with experience sourcing deals, leading follow-on rounds and partnering with founders to scale revenue and margins. Debbie Fox combines operating leadership and investor diligence, with a background in corporate strategy, portfolio operations and fund-level governance.
Investment Philosophy & Strategy
Focuses on growth equity investments in technology and healthcare, prioritizing scalable business models where operational improvements can unlock margin expansion and revenue acceleration. Emphasizes founder alignment, disciplined follow-on capital allocation, and rigorous diligence that blends corporate-strategy thinking with hands-on portfolio operations. Seeks companies with clear go-to-market leverage, durable unit economics, and pathways to market leadership where active governance and KPI-driven operational interventions drive value. Time horizon is growth-stage multi-year scaling rather than short-term exits; risk management centers on staging capital, milestone-based value creation plans, and close operator-investor collaboration.
Focuses on growth equity investments in technology and healthcare, prioritizing scalable business models where operational improvements can unlock margin expansion and revenue acceleration. Emphasizes founder alignment, disciplined follow-on capital allocation, and rigorous diligence that blends corporate-strategy thinking with hands-on portfolio operations. Seeks companies with clear go-to-market leverage, durable unit economics, and pathways to market leadership where active governance and KPI-driven operational interventions drive value. Time horizon is growth-stage multi-year scaling rather than short-term exits; risk management centers on staging capital, milestone-based value creation plans, and close operator-investor collaboration.
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:
30.06%
Gain +0.15%
Monthly
1.23%
Yearly
15.8%
Drawdown
16.11%
$316.34M
Equity
Holdings
$316.34M
Investment
$248.87M
$70.6M
Profit +$496,704.37
Realized
$3.13M
Unrealized
$67.47M
Dividends
$8.2M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$496,704.37
Win %
63%
This Week
Compared To Last Week
Gain
0.2%
Profit
$632,096.85
Win %
63%
This Month
Compared to last month
Gain
2.19%
Profit
$6.78M
Win %
63%
This Year
Compared to last year
Gain
3.84%
Profit
$11.72M
Win %
65%
F Ford Motor Company
+3.45%
+$20,750.62 
NUE Nucor Corporation
+3.25%
+$18,103.03 
RTX RTX Corporation
+3.04%
+$53,352.24 
LMT Lockheed Martin Corporation
+2.93%
+$41,048.47 
GE General Electric Company
+2.72%
+$20,026 
C Citigroup Inc.
+2.7%
+$13,878.55 
MCHP Microchip Technology Incorporated
+2.59%
+$41,662.08 
JPM JPMorgan Chase & Co.
+2.4%
+$226,313.89 
MLM Martin Marietta Materials, Inc.
+2.32%
+$12,551 
FCX Freeport-McMoRan Inc.
+2.18%
+$6,012.91 
GD General Dynamics Corporation
+2.11%
+$18,495.5 
OKE ONEOK, Inc.
+1.83%
+$8,963.48 
CMCSA Comcast Corp
+1.8%
+$14,582.21 
ALL Allstate Corporation
+1.76%
+$13,766.67 
LHX L3Harris Technologies, Inc.
+1.74%
+$5,845 
PEP PepsiCo, Inc.
+1.71%
+$14,878.86 
XYL Xylem Inc.
+1.7%
+$4,664 
PR Permian Resources Corporation
+1.69%
+$7,200 
COP ConocoPhillips
+1.69%
+$18,052.8 
BLK BlackRock, Inc.
+1.65%
+$12,334.3 
PG Procter & Gamble Co
+1.6%
+$69,765.39 
MET MetLife Inc.
+1.6%
+$13,302.4 
AEP American Electric Power Company, Inc.
+1.59%
+$2,970 
TDG TransDigm Group Inc.
+1.58%
+$4,041 
KO The Coca-Cola Company
+1.56%
+$60,513.95 
TJX The TJX Companies, Inc.
+1.56%
+$12,337.1 
EOG EOG Resources, Inc.
+1.56%
+$6,326.04 
UPS United Parcel Service, Inc.
+1.54%
+$17,920.68 
LOW Lowe's Companies Inc.
+1.54%
+$50,860.04 
LIN Linde plc
+1.53%
+$19,409.48 
ORLY O'Reilly Automotive Inc.
+1.52%
+$20,655 
BAC Bank of America Corporation
+1.51%
+$3,885.96 
AXP American Express Company
+1.44%
+$46,791.25 
NXPI NXP Semiconductors N.V.
+1.4%
+$2,638.91 
HD The Home Depot, Inc.
+1.39%
+$51,793.29 
JNJ Johnson & Johnson
+1.38%
+$66,290 
APD Air Products and Chemicals, Inc.
+1.38%
+$6,719.85 
DIS The Walt Disney Company
+1.34%
+$17,641.8 
LLY Eli Lilly and Company
+1.31%
+$55,154.81 
AMT American Tower Corporation
+1.31%
+$3,120.75 
GSK GSK plc Sponsored ADR
+1.31%
+$10,270.72 
DUK Duke Energy Corporation
+1.25%
+$4,526.62 
EXC Exelon Corporation
+1.25%
+$8,186.91 
ET Energy Transfer L.P.
+1.23%
+$41,090.18 
ETR Entergy Corporation
+1.21%
+$4,339.44 
SO The Southern Company
+1.18%
+$12,049.16 
AJG Arthur J. Gallagher & Co.
+1.18%
+$3,097.5 
TSCO Tractor Supply Company
+1.15%
+$3,239.78 
KMB Kimberly-Clark Corporation
+1.15%
+$2,992.8 
CVX Chevron Corporation
+1.14%
+$50,159.84 
DVN Devon Energy Corporation
+1.14%
+$4,480 
FDX FedEx Corporation
+1.14%
+$6,756.97 
MMM 3M Company
+1.13%
+$7,897.5 
TXN Texas Instruments Inc
+1.13%
+$45,605.12 
BRK-B Berkshire Hathaway Inc.
+1.08%
+$36,201.36 
NEE NextEra Energy, Inc.
+1.08%
+$9,136.65 
TPR Tapestry Inc.
+1.07%
+$6,951.85 
GBCI Glacier Bancorp Inc.
+1.06%
+$5,905.5 
SPG Simon Property Group, Inc.
+1.05%
+$2,202.42 
ACN Accenture plc Class A
+1.04%
+$27,509.1 
TRV The Travelers Companies, Inc.
+1.04%
+$15,963.89 
COST Costco Wholesale Corporation
+1.01%
+$18,930.85 
TDY Teledyne Technologies Incorporated
+0.99%
+$5,210.53 
AAPL Apple Inc.
+0.97%
+$212,548.34 
ADI Analog Devices, Inc.
+0.92%
+$38,472.5 
MRK Merck & Co., Inc.
+0.9%
+$18,491.96 
OTIS Otis Worldwide Corporation
+0.9%
+$2,683.17 
V Visa Inc. Class A
+0.88%
+$34,978.24 
DLR Digital Realty Trust, Inc.
+0.87%
+$7,417.6 
XOM Exxon Mobil Corporation
+0.87%
+$102,777 
VZ Verizon Communications Inc.
+0.87%
+$9,308.92 
GS The Goldman Sachs Group, Inc.
+0.86%
+$3,796.1 
AMGN Amgen Inc.
+0.83%
+$7,163.98 
EFA iShares MSCI EAFE ETF
+0.83%
+$41,301.5 
ABBV AbbVie Inc.
+0.83%
+$12,303.77 
AMLP Alerian MLP ETF
+0.8%
+$5,006.56 
NSC Norfolk Southern Corporation
+0.8%
+$10,172.01 
AFL Aflac Inc.
+0.79%
+$6,073.81 
CARR Carrier Global Corporation
+0.76%
+$5,790.54 
WMT Walmart Inc.
+0.76%
+$20,123.3 
NVS Novartis AG Sponsored ADR
+0.76%
+$6,161.91 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$3,161.97 
CVS CVS Health Corporation
+0.7%
+$1,974.99 
VTV Vanguard Value ETF
+0.64%
+$8,033.74 
T AT&T Inc.
+0.64%
+$12,666.6 
EMR Emerson Electric Co.
+0.64%
+$6,094.57 
VNQ Vanguard Real Estate ETF
+0.63%
+$7,747.64 
UNP Union Pacific Corporation
+0.59%
+$7,175.74 
SHW The Sherwin-Williams Company
+0.58%
+$1,361.49 
VOE Vanguard Mid-Cap Value ETF
+0.58%
+$4,361.95 
DXCM DexCom, Inc.
+0.53%
+$1,627.5 
MS Morgan Stanley
+0.53%
+$4,462.99 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.49%
+$5,635.84 
CMI Cummins Inc.
+0.48%
+$1,684.75 
IWD iShares Russell 1000 Value ETF
+0.45%
+$7,783.2 
ADP Automatic Data Processing Inc.
+0.42%
+$1,576.81 
ICE Intercontinental Exchange, Inc.
+0.41%
+$2,321.32 
ABT Abbott Laboratories
+0.38%
+$7,591.2 
MA Mastercard Incorporated
+0.38%
+$19,863.16 
PFE Pfizer Inc.
+0.37%
+$3,611.61 
CAT Caterpillar Inc.
+0.37%
+$2,704.91 
VEU Vanguard FTSE All-World ex-US ETF
+0.34%
+$4,961.27 
BMY Bristol-Myers Squibb Company
+0.33%
+$1,627 
JCI Johnson Controls International plc
+0.31%
+$3,483.48 
CTAS Cintas Corporation
+0.29%
+$2,318.01 
GLD SPDR Gold Shares
+0.21%
+$9,961.48 
ECL Ecolab Inc.
+0.2%
+$544.04 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$2,302.05 
TIP iShares TIPS Bond ETF
+0.18%
+$7,987.59 
MCD McDonald's Corporation
+0.18%
+$4,807.83 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$875.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.1%
+$469.44 
MCO Moody's Corporation
+0.1%
+$470 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$188.28 
IJH iShares Core S&P Mid-Cap ETF
+0.07%
+$1,209.11 
BND Vanguard Total Bond Market Index Fund
+0.06%
+$262.21 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$148.19 
NVDA NVIDIA Corporation
+0.06%
+$4,137.75 
ALC Alcon Inc.
+0.04%
+$146.22 
TGT Target Corporation
+0.04%
+$140.07 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$199.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$77.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.02%
+$268.82 
IEF iShares 7-10 Year Treasury Bond ETF
+0.02%
+$150.15 
MUB iShares National Muni Bond ETF
+0.01%
+$37.21 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TWLO Twilio Inc.
-9.07%
-$45,861.48 
PANW Palo Alto Networks, Inc.
-5.02%
-$181,396.54 
FTNT Fortinet Inc.
-4.82%
-$48,235 
WDC Western Digital Corporation
-4.08%
-$13,948.8 
SNDK SanDisk Corporation
-3.81%
-$15,404.8 
AMD Advanced Micro Devices, Inc.
-3.3%
-$167,466.7 
MU Micron Technology, Inc.
-3.27%
-$88,058.3 
NTNX Nutanix, Inc.
-3.21%
-$20,878.5 
INTC Intel Corporation
-3.16%
-$31,217.98 
PLTR Palantir Technologies Inc.
-3.06%
-$16,318.06 
ORCL Oracle Corporation
-3%
-$84,023.92 
CRM Salesforce Inc
-2.88%
-$45,120.5 
SNPS Synopsys, Inc.
-2.69%
-$6,935.49 
KLAC KLA Corporation
-2.58%
-$9,495.02 
MRVL Marvell Technology, Inc.
-2.4%
-$4,194.13 
NFLX Netflix, Inc.
-2.11%
-$21,947.85 
AMAT Applied Materials, Inc.
-2.08%
-$107,601.96 
ADBE Adobe Inc.
-1.97%
-$5,870.7 
META Meta Platforms Inc Class A
-1.88%
-$19,001.9 
AVGO Broadcom Inc.
-1.85%
-$57,488.04 
DELL Dell Technologies Inc.
-1.61%
-$10,498.12 
UNH UnitedHealth Group Incorporated
-1.45%
-$3,611.02 
CDW CDW Corporation
-1.35%
-$3,090.88 
GOOGL Alphabet Inc
-1.27%
-$157,566.24 
CSCO Cisco Systems, Inc.
-1.24%
-$66,460.48 
SMH VanEck Semiconductor ETF
-1.21%
-$4,381.02 
WSO Watsco Inc.
-1.2%
-$3,132.5 
GOOG Alphabet Inc
-1.16%
-$88,684.3 
QCOM QUALCOMM Incorporated
-1.15%
-$16,830.37 
ADSK Autodesk, Inc.
-1.05%
-$10,611.53 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$6,545.87 
APH Amphenol Corporation
-0.93%
-$3,952 
ETN Eaton Corporation plc
-0.86%
-$1,854.85 
MSFT Microsoft Corp.
-0.86%
-$178,839 
CDNS Cadence Design Systems, Inc.
-0.84%
-$2,055 
BX Blackstone Inc.
-0.81%
-$4,752.6 
DHR Danaher Corporation
-0.8%
-$7,397.22 
EEM iShares MSCI Emerging Markets ETF
-0.79%
-$15,687.83 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$24,193.55 
VUG Vanguard Growth ETF
-0.66%
-$2,637.3 
IBM International Business Machines Corporation
-0.65%
-$8,816 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$1,616.62 
TRMB Trimble Inc.
-0.61%
-$2,516 
DE Deere & Company
-0.56%
-$8,201.87 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.43%
-$3,538.63 
AZN AstraZeneca PLC American Depositary Shares
-0.26%
-$4,116.11 
PAYX Paychex Inc.
-0.23%
-$610.5 
PFF iShares Preferred and Income Securities ETF
-0.15%
-$1,791.09 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,238.45 
ABBNY ABB Ltd. Sponsored ADR
-0.09%
-$184 
VOO Vanguard S&P 500 ETF
-0.08%
-$654 
IVV iShares Core S&P 500 ETF
-0.07%
-$596.7 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$775.97 
PRU Prudential Financial, Inc.
-0.06%
-$223.28 
AMZN Amazon.com Inc
-0.05%
-$2,538.84 
DFAU Dimensional US Core Equity Market ETF
-0.05%
-$117.5 
BDX Becton, Dickinson and Company
-0.04%
-$191.74 Events
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Dividends
Dividend Analysis
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No Data
| Trades 957 | Longs Won 629/957 65% | Profit Factor 6.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,719.4 |
| Average Win $132,928.34 | Best Trade (Oct 16) $6.09M | Sharpe Ratio -10.46 |
| Average Loss -$39,658.57 | Worst Trade (Oct 15) -$982,986.35 | Z-Score 4.55 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $73,776.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,214 | $16.08M | $22.17M | - | $6.09M | 37.89% | +0.968% |
| ABBNY ABB Ltd. Sponsored ADR | 2,300 | $249,717 | $212,980 | - | -$36,737 | -14.71% | -0.086% |
| ABBV AbbVie Inc. | 5,258 | $1.05M | $1.5M | - | $447,709.81 | 42.45% | +0.826% |
| ABT Abbott Laboratories | 18,978 | $2.17M | $1.99M | - | -$180,431.94 | -8.3% | +0.382% |
| ACN Accenture plc Class A | 11,706 | $3.2M | $2.66M | - | -$540,203.97 | -16.88% | +1.045% |
| ADBE Adobe Inc. | 1,186 | $499,771.27 | $292,609.92 | - | -$207,161.35 | -41.45% | -1.967% |
| ADI Analog Devices, Inc. | 10,398 | $2.26M | $4.24M | - | $1.98M | 87.42% | +0.916% |
| ADP Automatic Data Processing Inc. | 1,314 | $372,497.08 | $376,920.9 | - | $4,423.82 | 1.19% | +0.42% |
| ADSK Autodesk, Inc. | 4,129 | $885,073.48 | $1M | - | $116,580.63 | 13.17% | -1.048% |
| AEP American Electric Power Company, Inc. | 1,500 | $205,215 | $189,405 | - | -$15,810 | -7.7% | +1.593% |
| AFL Aflac Inc. | 6,531 | $675,566.8 | $777,058.38 | - | $101,491.58 | 15.02% | +0.788% |
| AJG Arthur J. Gallagher & Co. | 1,050 | $291,316 | $265,702.5 | - | -$25,613.5 | -8.79% | +1.18% |
| ALC Alcon Inc. | 4,874 | $412,609.51 | $324,657.14 | - | -$87,952.37 | -21.32% | +0.045% |
| ALL Allstate Corporation | 3,270 | $630,423.44 | $797,258.7 | - | $166,835.26 | 26.46% | +1.757% |
| AMAT Applied Materials, Inc. | 12,036 | $2.28M | $5.07M | - | $2.79M | 122.42% | -2.079% |
| AMD Advanced Micro Devices, Inc. | 9,023 | $1.82M | $4.91M | - | $3.08M | 169.25% | -3.301% |
| AMGN Amgen Inc. | 1,979 | $592,246.25 | $866,109.35 | - | $273,863.1 | 46.24% | +0.834% |
| AMLP Alerian MLP ETF | 12,064 | $631,217.34 | $631,248.8 | - | $31.46 | - | +0.799% |
| AMT American Tower Corporation | 1,314 | $272,313.64 | $241,427.79 | - | -$30,885.85 | -11.34% | +1.31% |
| AMZN Amazon.com Inc | 21,157 | $4.64M | $5.39M | - | $751,527.16 | 16.21% | -0.047% |
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FAQ
Which stocks have generated the highest profits for Debbie Fox?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $1.13M, Exxon Mobil Corporation - $648,220.5, AZN - $464,421.36, JPMorgan Chase & Co - $397,688.87, and Energy Transfer L.P - $365,804.73. 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: Chipotle Mexican Grill, Inc - $634,354.05, UnitedHealth Group Incorporated - $439,897.53, Target Corporation - $203,983.93, Credo Technology Group Holding Ltd - $170,245.6, and Nike, Inc. - Class B - $142,979.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Debbie Fox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.2M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $497,701.96, Energy Transfer L.P - $365,804.73, JPMorgan Chase & Co - $335,258.45, Chevron Corporation - $263,860.96, and Microsoft Corp - $233,166.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Debbie Fox's monthly returns?
Debbie Fox's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Debbie Fox's strategy be considered aggressive or moderate?
Debbie Fox'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 Debbie Fox's strategy?
Debbie Fox'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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