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:
0.82%
Gain
Monthly
0.04%
Yearly
0.53%
Drawdown
20.69%
$294.47M
Equity
Holdings
$294.47M
Investment
$237.31M
$59.17M
Profit -$1.57M
Realized
$2M
Unrealized
$57.17M
Dividends
$6.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.57M
Win %
67%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$496,002.09
Win %
67%
This Month
Compared to last month
Gain
0.32%
Profit
$925,072.16
Win %
67%
This Year
Compared to last year
Gain
11.1%
Profit
$29.42M
Win %
69%
TRV The Travelers Companies, Inc.
+8.13%
+$109,535.28 
ALL Allstate Corporation
+3.2%
+$26,780.43 
MRK Merck & Co., Inc.
+2.94%
+$53,042.99 
PANW Palo Alto Networks, Inc.
+2.79%
+$90,935.57 
ABT Abbott Laboratories
+2.63%
+$50,631.04 
CMG Chipotle Mexican Grill, Inc.
+2.62%
+$8,083.64 
GE General Electric Company
+2.44%
+$19,861.08 
BMY Bristol-Myers Squibb Company
+2.35%
+$11,977.7 
JNJ Johnson & Johnson
+1.98%
+$94,095.97 
CSCO Cisco Systems, Inc.
+1.93%
+$103,462.36 
ABBV AbbVie Inc.
+1.87%
+$19,139.96 
AFL Aflac Inc.
+1.84%
+$15,238.51 
CVS CVS Health Corporation
+1.81%
+$5,909.66 
GILD Gilead Sciences Inc.
+1.67%
+$3,432.26 
LMT Lockheed Martin Corporation
+1.44%
+$19,729.81 
EMR Emerson Electric Co.
+1.38%
+$4,819.2 
T AT&T Inc.
+1.32%
+$23,124.02 
TGT Target Corporation
+1.31%
+$7,431.76 
RTX RTX Corporation
+1.28%
+$23,485.44 
XOM Exxon Mobil Corporation
+1.28%
+$127,812.63 
APD Air Products and Chemicals, Inc.
+1.27%
+$6,128.41 
VZ Verizon Communications Inc.
+1.25%
+$17,119.85 
CVX Chevron Corporation
+1.24%
+$46,548.48 
FTNT Fortinet Inc.
+1.19%
+$9,048.75 
GD General Dynamics Corporation
+1.17%
+$11,429.77 
NVS Novartis AG Sponsored ADR
+1.15%
+$9,465.33 
LHX L3Harris Technologies, Inc.
+1.14%
+$4,543 
PRU Prudential Financial, Inc.
+1.11%
+$4,827.35 
AMT American Tower Corporation
+1.11%
+$2,395.47 
COP ConocoPhillips
+1.07%
+$12,525.92 
DLR Digital Realty Trust, Inc.
+1.05%
+$8,750.87 
LLY Eli Lilly and Company
+1.02%
+$43,258.58 
WMT Walmart Inc.
+1.01%
+$26,858.64 
NSC Norfolk Southern Corporation
+0.97%
+$13,677.6 
DVN Devon Energy Corporation
+0.87%
+$3,000 
ORCL Oracle Corporation
+0.81%
+$20,362.31 
OKE ONEOK, Inc.
+0.8%
+$4,007.84 
SO The Southern Company
+0.79%
+$8,515.8 
TDG TransDigm Group Inc.
+0.79%
+$2,191.5 
ET Energy Transfer L.P.
+0.74%
+$23,393.7 
HON Honeywell International Inc.
+0.73%
+$4,183.57 
UNP Union Pacific Corporation
+0.72%
+$7,440.93 
PFE Pfizer Inc.
+0.72%
+$5,829.84 
DUK Duke Energy Corporation
+0.7%
+$2,638.24 
GLD SPDR Gold Shares
+0.69%
+$31,232.73 
PR Permian Resources Corporation
+0.69%
+$2,430 
EOG EOG Resources, Inc.
+0.68%
+$2,498.52 
MET MetLife Inc.
+0.67%
+$5,171.67 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$20,371.34 
VNQ Vanguard Real Estate ETF
+0.65%
+$8,787.48 
TSCO Tractor Supply Company
+0.61%
+$1,598.85 
ORLY O'Reilly Automotive Inc.
+0.58%
+$7,650 
JPM JPMorgan Chase & Co.
+0.57%
+$55,408.22 
NEE NextEra Energy, Inc.
+0.56%
+$5,423.19 
ETR Entergy Corporation
+0.54%
+$2,135.28 
KMB Kimberly-Clark Corporation
+0.54%
+$1,458.99 
DE Deere & Company
+0.53%
+$7,062.76 
BAC Bank of America Corporation
+0.5%
+$1,542.38 
EXC Exelon Corporation
+0.49%
+$3,544.3 
PG Procter & Gamble Co
+0.47%
+$20,433.6 
MMM 3M Company
+0.39%
+$1,779.12 
F Ford Motor Company
+0.39%
+$2,685.37 
AMLP Alerian MLP ETF
+0.38%
+$1,478.87 
TDY Teledyne Technologies Incorporated
+0.3%
+$1,598 
IEF iShares 7-10 Year Treasury Bond ETF
+0.29%
+$1,738.8 
TIP iShares TIPS Bond ETF
+0.27%
+$7,325.98 
TJX The TJX Companies, Inc.
+0.27%
+$2,268.53 
VTV Vanguard Value ETF
+0.24%
+$2,977.54 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$1,670.34 
NUE Nucor Corporation
+0.21%
+$1,116.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$1,281.45 
COST Costco Wholesale Corporation
+0.18%
+$3,242.71 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.18%
+$447.09 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$728.37 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$337.09 
AAPL Apple Inc.
+0.15%
+$33,753.69 
LIN Linde plc
+0.15%
+$2,057.24 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.14%
+$2,008.65 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$542.43 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$874.11 
ECL Ecolab Inc.
+0.08%
+$206.36 
TWLO Twilio Inc.
+0.07%
+$337.5 
UPS United Parcel Service, Inc.
+0.06%
+$668.59 
AMGN Amgen Inc.
+0.03%
+$159.9 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$100 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
-10.24%
-$28,005 
SNPS Synopsys, Inc.
-9.84%
-$22,563.75 
NFLX Netflix, Inc.
-9.17%
-$70,893.9 
META Meta Platforms Inc Class A
-5.47%
-$40,381.81 
AMAT Applied Materials, Inc.
-5.47%
-$354,545.2 
KLAC KLA Corporation
-4.77%
-$22,091.7 
INTC Intel Corporation
-4.21%
-$24,688.08 
IBM International Business Machines Corporation
-3.46%
-$44,249.7 
HBM Hudbay Minerals Inc.
-3.36%
-$16,415 
AMD Advanced Micro Devices, Inc.
-3.19%
-$122,502.68 
ACN Accenture plc Class A
-3.17%
-$37,862.86 
TXN Texas Instruments Inc
-3.15%
-$135,844.38 
MCHP Microchip Technology Incorporated
-2.77%
-$48,621.64 
MSFT Microsoft Corp.
-2.73%
-$413,995.23 
QCOM QUALCOMM Incorporated
-2.56%
-$32,011.12 
GOOGL Alphabet Inc
-2.33%
-$294,684.91 
GOOG Alphabet Inc
-2.32%
-$176,521.4 
GSK GSK plc Sponsored ADR
-2.2%
-$12,683.44 
KO The Coca-Cola Company
-2.15%
-$78,223.35 
MCO Moody's Corporation
-1.99%
-$10,330 
ADI Analog Devices, Inc.
-1.98%
-$77,729.86 
V Visa Inc. Class A
-1.98%
-$73,348.1 
NVDA NVIDIA Corporation
-1.96%
-$146,813.04 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$37,275.15 
DXCM DexCom, Inc.
-1.75%
-$4,777.5 
VUG Vanguard Growth ETF
-1.75%
-$6,772.05 
IWF iShares Russell 1000 Growth ETF
-1.73%
-$55,389.6 
GS The Goldman Sachs Group, Inc.
-1.7%
-$9,179.67 
DIS The Walt Disney Company
-1.7%
-$19,654.7 
MA Mastercard Incorporated
-1.68%
-$74,351.5 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$8,244.46 
AVGO Broadcom Inc.
-1.54%
-$42,761.47 
BLK BlackRock, Inc.
-1.51%
-$15,076.77 
WSO Watsco Inc.
-1.5%
-$5,044.38 
ICE Intercontinental Exchange, Inc.
-1.47%
-$7,302.46 
AXP American Express Company
-1.39%
-$51,563.43 
CME CME Group Inc.
-1.2%
-$2,039.44 
CRM Salesforce Inc
-1.12%
-$10,840.72 
BX Blackstone Inc.
-1.12%
-$7,934.4 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$17,622.15 
OTIS Otis Worldwide Corporation
-1.07%
-$3,340.75 
NKE Nike, Inc. - Class B
-0.96%
-$1,737.2 
MS Morgan Stanley
-0.94%
-$9,599.23 
IVV iShares Core S&P 500 ETF
-0.89%
-$6,857.72 
LOW Lowe's Companies Inc.
-0.87%
-$30,569.21 
GBCI Glacier Bancorp Inc.
-0.87%
-$6,032.5 
VOO Vanguard S&P 500 ETF
-0.87%
-$7,188 
PAYX Paychex Inc.
-0.86%
-$2,565.82 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$10,184.55 
C Citigroup Inc.
-0.86%
-$2,907.49 
CTAS Cintas Corporation
-0.84%
-$6,612 
DFAU Dimensional US Core Equity Market ETF
-0.84%
-$2,044.5 
ADP Automatic Data Processing Inc.
-0.83%
-$2,713.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$8,916.52 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$9,896.34 
ADBE Adobe Inc.
-0.77%
-$2,331 
EFA iShares MSCI EAFE ETF
-0.75%
-$37,082.76 
ADSK Autodesk, Inc.
-0.72%
-$2,854.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.68%
-$3,822.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.68%
-$5,771.16 
TRMB Trimble Inc.
-0.67%
-$2,446.64 
ROP Roper Technologies Inc.
-0.64%
-$1,631 
NTNX Nutanix, Inc.
-0.64%
-$2,836.8 
ALC Alcon Inc.
-0.61%
-$2,150.86 
FCX Freeport-McMoRan Inc.
-0.6%
-$1,403.5 
DHR Danaher Corporation
-0.57%
-$4,120.6 
CMCSA Comcast Corp
-0.54%
-$4,258.54 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$9,055.8 
MLM Martin Marietta Materials, Inc.
-0.53%
-$3,360.5 
TPR Tapestry Inc.
-0.52%
-$4,057.5 
AMZN Amazon.com Inc
-0.46%
-$23,144.9 
PEP PepsiCo, Inc.
-0.37%
-$3,704.91 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$4,401 
BDX Becton, Dickinson and Company
-0.36%
-$1,367.06 
AJG Arthur J. Gallagher & Co.
-0.34%
-$908.25 
HD The Home Depot, Inc.
-0.29%
-$12,308.34 
CMI Cummins Inc.
-0.28%
-$1,168.87 
MU Micron Technology, Inc.
-0.23%
-$7,545.1 
MCD McDonald's Corporation
-0.23%
-$7,001.89 
CAT Caterpillar Inc.
-0.21%
-$1,523.34 
AU AngloGold Ashanti plc
-0.2%
-$542.25 
SHW The Sherwin-Williams Company
-0.15%
-$367.51 
PFF iShares Preferred and Income Securities ETF
-0.15%
-$1,685.34 
FDX FedEx Corporation
-0.14%
-$1,152.36 
CARR Carrier Global Corporation
-0.12%
-$1,054.08 
IWD iShares Russell 1000 Value ETF
-0.11%
-$1,727.04 
XYL Xylem Inc.
-0.1%
-$331.25 
MUB iShares National Muni Bond ETF
-0.07%
-$176.54 
JCI Johnson Controls International plc
-0.05%
-$554.47 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 541/814 66% | Profit Factor 5.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $417,748.33 |
| Average Win $132,839.62 | Best Trade (Jul 16) $6.13M | Sharpe Ratio -9.67 |
| Average Loss -$46,519.92 | Worst Trade (Jul 15) -$1.56M | Z-Score 5.48 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $72,685.87 |
| 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 | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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