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:
28.9%
Gain -0.19%
Monthly
1.28%
Yearly
16.46%
Drawdown
16.11%
$313.64M
Equity
Holdings
$313.64M
Investment
$248.87M
$67.9M
Profit -$582,716.35
Realized
$3.13M
Unrealized
$64.76M
Dividends
$7.35M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$582,716.35
Win %
67%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$582,716.35
Win %
67%
This Month
Compared to last month
Gain
1.98%
Profit
$6.08M
Win %
67%
This Year
Compared to last year
Gain
2.95%
Profit
$9.01M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$763,344.35 
DXCM DexCom, Inc.
+11.95%
+$31,185 
ETN Eaton Corporation plc
+7.32%
+$15,089.23 
GOOG Alphabet Inc
+6.88%
+$510,737.95 
GOOGL Alphabet Inc
+6.73%
+$799,212.96 
FTNT Fortinet Inc.
+4.99%
+$42,350 
SNPS Synopsys, Inc.
+4.41%
+$9,036.51 
TWLO Twilio Inc.
+3.36%
+$11,858.52 
META Meta Platforms Inc Class A
+3.28%
+$24,221.59 
MSFT Microsoft Corp.
+3.02%
+$523,824.82 
NVDA NVIDIA Corporation
+2.93%
+$189,012.65 
CVX Chevron Corporation
+2.35%
+$90,327.68 
MRVL Marvell Technology, Inc.
+2.32%
+$3,088.5 
ORLY O'Reilly Automotive Inc.
+2.28%
+$30,447 
WDC Western Digital Corporation
+2.21%
+$11,328.05 
EOG EOG Resources, Inc.
+2.19%
+$8,452.47 
DVN Devon Energy Corporation
+2.17%
+$7,680 
CDNS Cadence Design Systems, Inc.
+2.16%
+$5,399.98 
CSCO Cisco Systems, Inc.
+2.14%
+$118,749.24 
OKE ONEOK, Inc.
+1.95%
+$9,423.84 
JCI Johnson Controls International plc
+1.93%
+$21,283.68 
LHX L3Harris Technologies, Inc.
+1.9%
+$7,224.01 
PANW Palo Alto Networks, Inc.
+1.89%
+$60,042.45 
TSCO Tractor Supply Company
+1.85%
+$4,712.4 
CRM Salesforce Inc
+1.83%
+$21,035.01 
ORCL Oracle Corporation
+1.81%
+$48,043.38 
ACN Accenture plc Class A
+1.61%
+$30,786.9 
CDW CDW Corporation
+1.55%
+$3,343.5 
VZ Verizon Communications Inc.
+1.52%
+$16,925.3 
LMT Lockheed Martin Corporation
+1.5%
+$22,722.79 
PR Permian Resources Corporation
+1.48%
+$5,580 
GE General Electric Company
+1.42%
+$11,850.68 
KLAC KLA Corporation
+1.38%
+$5,253.92 
CMCSA Comcast Corp
+1.23%
+$10,796.12 
COP ConocoPhillips
+1.22%
+$10,906.91 
AMAT Applied Materials, Inc.
+1.18%
+$71,012.64 
VUG Vanguard Growth ETF
+1.1%
+$4,157.1 
ADBE Adobe Inc.
+1.01%
+$2,976.87 
TDY Teledyne Technologies Incorporated
+0.98%
+$5,431.52 
ADP Automatic Data Processing Inc.
+0.98%
+$3,403.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,414.16 
UNP Union Pacific Corporation
+0.92%
+$11,270.11 
AMLP Alerian MLP ETF
+0.89%
+$5,911.36 
IBM International Business Machines Corporation
+0.86%
+$11,077.88 
MCD McDonald's Corporation
+0.82%
+$24,598.31 
EMR Emerson Electric Co.
+0.79%
+$6,982.12 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$15,532.38 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$25,332.07 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,287.73 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,832.05 
CAT Caterpillar Inc.
+0.7%
+$5,607.62 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,660.75 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,657.6 
CARR Carrier Global Corporation
+0.68%
+$5,790.54 
PLTR Palantir Technologies Inc.
+0.65%
+$2,129.59 
GBCI Glacier Bancorp Inc.
+0.65%
+$4,064 
ET Energy Transfer L.P.
+0.59%
+$20,125.8 
APH Amphenol Corporation
+0.55%
+$1,143.99 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,316 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,653.16 
EXC Exelon Corporation
+0.53%
+$3,707.28 
NSC Norfolk Southern Corporation
+0.46%
+$6,099.33 
IWD iShares Russell 1000 Value ETF
+0.44%
+$7,512.48 
PAYX Paychex Inc.
+0.44%
+$1,245.42 
PFE Pfizer Inc.
+0.4%
+$3,280.3 
ABBNY ABB Ltd. Sponsored ADR
+0.4%
+$897 
RTX RTX Corporation
+0.39%
+$7,890.12 
AVGO Broadcom Inc.
+0.37%
+$13,016.16 
PG Procter & Gamble Co
+0.37%
+$14,731.35 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,896.56 
OTIS Otis Worldwide Corporation
+0.36%
+$1,107.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,669.12 
TDG TransDigm Group Inc.
+0.36%
+$1,005.74 
BAC Bank of America Corporation
+0.36%
+$1,096.04 
GD General Dynamics Corporation
+0.32%
+$3,178.1 
MRK Merck & Co., Inc.
+0.32%
+$5,787.7 
SMH VanEck Semiconductor ETF
+0.3%
+$1,059.51 
JPM JPMorgan Chase & Co.
+0.27%
+$26,443.14 
SO The Southern Company
+0.21%
+$2,284.2 
JNJ Johnson & Johnson
+0.21%
+$10,038.2 
ADI Analog Devices, Inc.
+0.2%
+$7,694.42 
CMI Cummins Inc.
+0.19%
+$796.68 
T AT&T Inc.
+0.17%
+$3,377.76 
MS Morgan Stanley
+0.17%
+$1,673.65 
DELL Dell Technologies Inc.
+0.14%
+$770 
XYL Xylem Inc.
+0.13%
+$397.5 
MMM 3M Company
+0.12%
+$884.49 
BDX Becton, Dickinson and Company
+0.1%
+$407.49 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,194.06 
C Citigroup Inc.
+0.1%
+$542.58 
NUE Nucor Corporation
+0.1%
+$547.25 
AFL Aflac Inc.
+0.09%
+$783.72 
WMT Walmart Inc.
+0.09%
+$2,242.94 
ABT Abbott Laboratories
+0.09%
+$1,708.02 
AEP American Electric Power Company, Inc.
+0.06%
+$105 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$120 
DIS The Walt Disney Company
+0.03%
+$356.4 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.57M 
NXPI NXP Semiconductors N.V.
-6.53%
-$13,072 
LIN Linde plc
-5.95%
-$77,586.67 
MU Micron Technology, Inc.
-5.9%
-$149,210.53 
SNDK SanDisk Corporation
-5.09%
-$18,887.7 
MLM Martin Marietta Materials, Inc.
-2.75%
-$16,345.99 
AJG Arthur J. Gallagher & Co.
-2.75%
-$7,391.99 
QCOM QUALCOMM Incorporated
-2.63%
-$32,678.18 
ABBV AbbVie Inc.
-2.51%
-$34,019.26 
ICE Intercontinental Exchange, Inc.
-2.42%
-$13,431.76 
DLR Digital Realty Trust, Inc.
-2.42%
-$22,714.88 
NFLX Netflix, Inc.
-2%
-$20,943.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$83,372.7 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,724.33 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,319.78 
GLD SPDR Gold Shares
-1.49%
-$68,271.64 
NVS Novartis AG Sponsored ADR
-1.45%
-$12,432.46 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,183.3 
F Ford Motor Company
-1.21%
-$8,788.5 
TJX The TJX Companies, Inc.
-1.21%
-$10,504.27 
SHW The Sherwin-Williams Company
-1.16%
-$2,792.99 
NEE NextEra Energy, Inc.
-1.15%
-$10,856.49 
DE Deere & Company
-1.13%
-$15,449.58 
TXN Texas Instruments Inc
-1.08%
-$43,584.93 
LOW Lowe's Companies Inc.
-1.08%
-$38,292.66 
CTAS Cintas Corporation
-1.04%
-$8,207.96 
INTC Intel Corporation
-1.02%
-$9,632.94 
KO The Coca-Cola Company
-1.02%
-$37,953 
UPS United Parcel Service, Inc.
-1%
-$12,461.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$15,903.5 
XOM Exxon Mobil Corporation
-0.97%
-$103,452.48 
MET MetLife Inc.
-0.97%
-$7,815.16 
ALC Alcon Inc.
-0.96%
-$3,265.58 
MCHP Microchip Technology Incorporated
-0.96%
-$15,623.32 
TRMB Trimble Inc.
-0.84%
-$3,264.01 
MCO Moody's Corporation
-0.81%
-$3,880.01 
KMB Kimberly-Clark Corporation
-0.8%
-$2,194.72 
CVS CVS Health Corporation
-0.75%
-$2,418.98 
MA Mastercard Incorporated
-0.74%
-$36,231.28 
GSK GSK plc Sponsored ADR
-0.73%
-$6,098.24 
BLK BlackRock, Inc.
-0.73%
-$5,314.67 
DUK Duke Energy Corporation
-0.67%
-$2,551.92 
AMGN Amgen Inc.
-0.64%
-$4,907.94 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,194.64 
AMT American Tower Corporation
-0.63%
-$1,445.41 
EFA iShares MSCI EAFE ETF
-0.62%
-$31,696.5 
ECL Ecolab Inc.
-0.61%
-$1,603.98 
DHR Danaher Corporation
-0.61%
-$4,732.63 
PRU Prudential Financial, Inc.
-0.56%
-$2,370.14 
VNQ Vanguard Real Estate ETF
-0.54%
-$7,213.32 
LLY Eli Lilly and Company
-0.53%
-$20,590.67 
ALL Allstate Corporation
-0.49%
-$4,251.04 
SPG Simon Property Group, Inc.
-0.46%
-$1,106.38 
WSO Watsco Inc.
-0.46%
-$1,251.27 
PEP PepsiCo, Inc.
-0.46%
-$4,348.16 
TRV The Travelers Companies, Inc.
-0.43%
-$6,497.18 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,363.82 
NTNX Nutanix, Inc.
-0.42%
-$2,325.02 
HD The Home Depot, Inc.
-0.42%
-$16,781.71 
ETR Entergy Corporation
-0.38%
-$1,412.04 
AXP American Express Company
-0.38%
-$13,176.15 
FDX FedEx Corporation
-0.37%
-$2,316.1 
ADSK Autodesk, Inc.
-0.33%
-$3,179.33 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,602.6 
VTV Vanguard Value ETF
-0.27%
-$3,314.56 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,107.13 
BX Blackstone Inc.
-0.25%
-$1,708.84 
COST Costco Wholesale Corporation
-0.24%
-$4,372.98 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,766.84 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,247.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,312.16 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$423.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$796.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$376.56 
TPR Tapestry Inc.
-0.14%
-$1,136.1 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,612.92 
MUB iShares National Muni Bond ETF
-0.11%
-$446.52 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,930.72 
TIP iShares TIPS Bond ETF
-0.1%
-$4,505.82 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$656.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$602.32 
V Visa Inc. Class A
-0.04%
-$1,391.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$347.39 
TGT Target Corporation
-0.01%
-$43.06 Events
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Dividends
Dividend Analysis
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No Data
| Trades 957 | Longs Won 647/957 67% | Profit Factor 6.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,285.37 |
| Average Win $123,072.97 | Best Trade (Aug 05) $6.35M | Sharpe Ratio -9.5 |
| Average Loss -$37,846.32 | Worst Trade (Aug 02) -$1.34M | Z-Score 8.89 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $70,946.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,264 | 7,438 | 6,612 | 5,785 | 4,959 | 4,132 | 3,306 | 2,479 | 1,653 | 826 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,214 | $16.08M | $19.84M | - | $3.76M | 23.36% | -7.354% |
| ABBNY ABB Ltd. Sponsored ADR | 2,300 | $249,717 | $226,826 | - | -$22,891 | -9.17% | +0.397% |
| ABBV AbbVie Inc. | 5,258 | $1.05M | $1.32M | - | $264,731.41 | 25.1% | -2.513% |
| ABT Abbott Laboratories | 18,978 | $2.17M | $2.01M | - | -$168,665.58 | -7.76% | +0.085% |
| ACN Accenture plc Class A | 11,706 | $3.2M | $1.94M | - | -$1.26M | -39.32% | +1.611% |
| ADBE Adobe Inc. | 1,186 | $499,771.27 | $296,986.26 | - | -$202,785.01 | -40.58% | +1.013% |
| ADI Analog Devices, Inc. | 10,398 | $2.26M | $3.82M | - | $1.56M | 68.92% | +0.202% |
| ADP Automatic Data Processing Inc. | 1,314 | $372,497.08 | $350,128.43 | - | -$22,368.65 | -6.01% | +0.982% |
| ADSK Autodesk, Inc. | 4,129 | $885,073.48 | $967,011.8 | - | $81,938.32 | 9.26% | -0.328% |
| AEP American Electric Power Company, Inc. | 1,500 | $205,215 | $191,775 | - | -$13,440 | -6.55% | +0.055% |
| AFL Aflac Inc. | 6,531 | $675,566.8 | $832,571.88 | - | $157,005.08 | 23.24% | +0.094% |
| AJG Arthur J. Gallagher & Co. | 1,050 | $291,316 | $261,891 | - | -$29,425 | -10.1% | -2.745% |
| ALC Alcon Inc. | 4,874 | $412,609.51 | $336,013.56 | - | -$76,595.95 | -18.56% | -0.963% |
| ALL Allstate Corporation | 3,270 | $630,423.44 | $863,541.56 | - | $233,118.12 | 36.98% | -0.49% |
| AMAT Applied Materials, Inc. | 12,036 | $2.28M | $6.11M | - | $3.83M | 168.16% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 9,023 | $1.82M | $4.3M | - | $2.47M | 135.81% | -1.904% |
| AMGN Amgen Inc. | 1,979 | $592,246.25 | $762,231.64 | - | $169,985.39 | 28.7% | -0.64% |
| AMLP Alerian MLP ETF | 12,064 | $631,217.34 | $667,380.48 | - | $36,163.14 | 5.73% | +0.894% |
| AMT American Tower Corporation | 1,314 | $272,313.64 | $227,795.04 | - | -$44,518.6 | -16.35% | -0.631% |
| AMZN Amazon.com Inc | 21,157 | $4.64M | $5.75M | - | $1.11M | 23.94% | +15.321% |
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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 - $578,576.02, AZN - $464,421.36, Energy Transfer L.P - $365,804.73, and JPMorgan Chase & Co - $351,272.72. 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 - $441,315.05, 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 $7.35M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $428,057.48, Energy Transfer L.P - $365,804.73, JPMorgan Chase & Co - $288,842.3, iShares MSCI EAFE ETF - $232,704.06, and Chevron Corporation - $228,289.44. 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.
