Michelle S. Hickox Portfolio
Invests via FIRST FINANCIAL BANKSHARES Inc. | Managed by Michelle S. Hickox
Invests via FIRST FINANCIAL BANKSHARES Inc.
Managed by Michelle S. Hickox
Automatically Tracked
Michelle S. Hickox Profile
Michelle S. Hickox possesses a robust background in corporate governance and organizational leadership, significantly influencing the finance sector. With experience as an executive director of several public companies, she specializes in driving strategic initiatives that enhance operational efficiency and shareholder value. Her tenure reflects a commitment to transparency and ethical practices within financial markets, which has bolstered stakeholder confidence across her engagements. As a board member for various firms, she leverages her deep understanding of market dynamics to navigate complex challenges while fostering sustainable growth and innovation.
Michelle S. Hickox possesses a robust background in corporate governance and organizational leadership, significantly influencing the finance sector. With experience as an executive director of several public companies, she specializes in driving strategic initiatives that enhance operational efficiency and shareholder value. Her tenure reflects a commitment to transparency and ethical practices within financial markets, which has bolstered stakeholder confidence across her engagements. As a board member for various firms, she leverages her deep understanding of market dynamics to navigate complex challenges while fostering sustainable growth and innovation.
Investment Philosophy & Strategy
Growth prospects within the finance sector are catalyzed by Michelle S. Hickox's strategic insights and leadership capabilities. Her expertise in corporate governance positions her to identify transformative opportunities, effectively driving value creation across multiple platforms. By leveraging her extensive board experience, she navigates intricate market landscapes while prioritizing sustainable practices that enhance stakeholder engagement. The commitment to fostering innovation ensures that initiatives align with broader organizational goals, creating a conducive environment for expansion and operational excellence.
Growth prospects within the finance sector are catalyzed by Michelle S. Hickox's strategic insights and leadership capabilities. Her expertise in corporate governance positions her to identify transformative opportunities, effectively driving value creation across multiple platforms. By leveraging her extensive board experience, she navigates intricate market landscapes while prioritizing sustainable practices that enhance stakeholder engagement. The commitment to fostering innovation ensures that initiatives align with broader organizational goals, creating a conducive environment for expansion and operational excellence.
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:
51.1%
Gain +2.72%
Monthly
1.32%
Yearly
17.09%
Drawdown
15.6%
$5.69B
Equity
Holdings
$5.69B
Investment
$4.02B
$2.01B
Profit +$144.05M
Realized
$344.84M
Unrealized
$1.67B
Dividends
$266.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.72%
Profit
$144.05M
Win %
75%
This Week
Compared To Last Week
Gain
3.29%
Profit
$181.11M
Win %
75%
This Month
Compared to last month
Gain
4.03%
Profit
$220.01M
Win %
75%
This Year
Compared to last year
Gain
6.2%
Profit
$332.03M
Win %
75%
KLAC KLA Corporation
+4.01%
+$133,033.13 
ETN Eaton Corporation plc
+3.22%
+$3.02M 
MCK McKesson Corporation
+2.49%
+$32,346.3 
COP ConocoPhillips
+2.35%
+$1.4M 
LOW Lowe's Companies Inc.
+1.08%
+$3,505.23 
ABT Abbott Laboratories
+1.01%
+$130,912.1 
GLW Corning Incorporated
+0.91%
+$3,596.48 
CVX Chevron Corporation
+0.9%
+$1.13M 
TSLA Tesla, Inc.
+0.58%
+$5,330.66 
NSC Norfolk Southern Corporation
+0.2%
+$1,002.93 
VGLT Vanguard Long-Term Treasury Fund
+0.15%
+$34,651.04 
PM Philip Morris International Inc.
+0.12%
+$404.14 
NOW ServiceNow, Inc.
+0.08%
+$48,066.1 
ABBV AbbVie Inc.
0%
$0 
ACDC ProFrac Holding Corp.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIZ Assurant Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$2.25 
AMT American Tower Corporation
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$6.91 
BAC Bank of America Corporation
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
-$1.39 
BMOP BNY Mellon Municipal Opportunities ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.04 
CAVA Cava Group Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CHE Chemed Corporation
0%
+$0.05 
CMI Cummins Inc.
0%
-$0.01 
COO The Cooper Companies, Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPT Camden Property Trust
0%
$0 
CRM Salesforce Inc
0%
+$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DE Deere & Company
0%
-$0.02 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EHC Encompass Health Corporation
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FERG Ferguson Enterprises Inc
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FSCC Federated Hermes MDT Small Cap Core ETF
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.08 
GEV GE Vernova Inc.
0%
+$0.02 
GLD SPDR Gold Shares
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HOMB Home BancShares Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HUBB Hubbell Inc.
0%
$0 
HYMC Hycroft Mining Holding Corporation Class A Common Stock
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.7 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.01 
IVV iShares Core S&P 500 ETF
0%
+$0.09 
IWB iShares Russell 1000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.01 
IWR iShares Russell Mid-Cap ETF
0%
-$0.02 
IYW iShares U.S. Technology ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
+$0.48 
KRP Kimbell Royalty Partners, LP
0%
$0 
KWR Quaker Chemical Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.03 
LMT Lockheed Martin Corporation
0%
+$3.34 
LRCX Lam Research Corporation
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MA Mastercard Incorporated
0%
+$1.4 
MAIN Main Street Capital Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
META Meta Platforms Inc Class A
0%
+$2.96 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$1.44 
MSIF MSC Income Fund Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NUE Nucor Corporation
0%
+$0.02 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$2.34 
O Realty Income Corporation
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.22 
PB Prosperity Bancshares Inc.
0%
$0 
PBT Permian Basin Royalty Trust
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.44 
PG Procter & Gamble Co
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RDNW RideNow Group, Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RNR Renaissancere Holdings Ltd.
0%
-$0.01 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SEIC SEI Investments Company
0%
$0 
SJT San Juan Basin Royalty Trust
0%
$0 
SKE Skeena Resources Ltd.
0%
-$0.03 
SLB Schlumberger Limited
0%
$0 
SMBC Southern Missouri Bancorp Inc.
0%
$0 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.04 
TEAM Atlassian Corporation Class A
0%
$0 
TEL TE Connectivity plc
0%
$0 
TGT Target Corporation
0%
-$0.01 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
+$0.02 
TXN Texas Instruments Inc
0%
$0 
TY Tri-Continental Corporation
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$0.46 
UNP Union Pacific Corporation
0%
+$1.47 
UPS United Parcel Service, Inc.
0%
$0 
UTHR United Therapeutics Corporation
0%
+$0.64 
V Visa Inc. Class A
0%
-$0.03 
VB Vanguard Small-Cap ETF
0%
+$0.02 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.01 
VLO Valero Energy Corporation
0%
-$0.03 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.03 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
+$0.7 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.26 
VST Vistra Corp
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.01 
WMB The Williams Companies, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.02 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.49 
XYZ Block, Inc.
0%
$0 
ORCL Oracle Corporation
-3.69%
-$791,168.8 
AMZN Amazon.com Inc
-2.09%
-$2.33M 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$2,489.2 
AAPL Apple Inc.
-1.09%
-$2.47M 
CL Colgate-Palmolive Company
-0.9%
-$7,535.64 
MBS Angel Oak Mortgage-Backed Securities ETF
-0.35%
-$521.43 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$19,458.89 
RKLB Rocket Lab Corporation
-0.04%
-$90 
IYT iShares U.S. Transportation ETF
-0.01%
-$1,450.9 
ADP Automatic Data Processing Inc.
0%
-$5.24 Events
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Dividends
Dividend Analysis
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| Trades 1821 | Longs Won 1313/1821 72% | Profit Factor 14.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.93M |
| Average Win $1.64M | Best Trade (Aug 12) $185.89M | Sharpe Ratio -10.01 |
| Average Loss -$294,590.47 | Worst Trade (Dec 31) -$18.89M | Z-Score 11.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $1.1M |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Michelle S. Hickox?
The largest contributions to the portfolio's profits come from the following stocks: First Financial Bankshares Inc - $121.51M, Micron Technology, Inc - $61.48M, Broadcom Inc - $45M, JPMorgan Chase & Co - $30.86M, and Walmart Inc - $24.95M. 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: Alexandria Real Estate Equities, Inc - $25.92M, Comcast Corp - $6.92M, Adobe Inc - $4.76M, ProFrac Holding Corp - $2.31M, and Schlumberger Limited - $1.78M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle S. Hickox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $266.94M earned over time. The largest contributors to dividend income include First Financial Bankshares Inc - $19.47M, Vanguard Total Bond Market Index Fund - $17.64M, JPMorgan Chase & Co - $11.16M, Chevron Corporation - $10.64M, and Blackstone Inc - $9.12M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle S. Hickox's monthly returns?
Michelle S. Hickox'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 Michelle S. Hickox's strategy be considered aggressive or moderate?
Michelle S. Hickox'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 Michelle S. Hickox's strategy?
Michelle S. Hickox'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.
