Eric C. Jansen Portfolio
Invests via Finivi Inc. | Managed by Eric C. Jansen, Steven C. Johnson
Invests via Finivi Inc.
Managed by Eric C. Jansen, Steven C. Johnson
Automatically Tracked
Seasoned private equity and operating executive focused on growth-oriented investments and portfolio company value creation. Eric C. Jansen brings experience in deal sourcing, operational improvement, and board-level governance across industrials and technology services, with a market-oriented approach to capital allocation and exit planning. Known for hands-on integration and margin expansion initiatives, prioritizes disciplined leverage and cash-flow driven returns. Background combines operating roles and investor responsibilities complemented by graduate-level business education and frequent board advisory engagements.
Seasoned private equity and operating executive focused on growth-oriented investments and portfolio company value creation. Eric C. Jansen brings experience in deal sourcing, operational improvement, and board-level governance across industrials and technology services, with a market-oriented approach to capital allocation and exit planning. Known for hands-on integration and margin expansion initiatives, prioritizes disciplined leverage and cash-flow driven returns. Background combines operating roles and investor responsibilities complemented by graduate-level business education and frequent board advisory engagements.
Investment Philosophy & Strategy
Tactical, growth-oriented private equity investor focused on industrials and technology-enabled services. Prefers control or lead investments where operational levers can expand margins and scale revenue through integration, pricing, and efficiency initiatives. Allocates capital with a market-oriented exit lens, emphasizing cash-flow resilience, disciplined leverage, and staged value-creation milestones. Investment horizon mid-to-long term, driven by board-level governance, hands-on operational engagement, and measurable KPI-linked value plans.
Tactical, growth-oriented private equity investor focused on industrials and technology-enabled services. Prefers control or lead investments where operational levers can expand margins and scale revenue through integration, pricing, and efficiency initiatives. Allocates capital with a market-oriented exit lens, emphasizing cash-flow resilience, disciplined leverage, and staged value-creation milestones. Investment horizon mid-to-long term, driven by board-level governance, hands-on operational engagement, and measurable KPI-linked value plans.
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:
94.61%
Gain +0.54%
Monthly
1.07%
Yearly
13.67%
Drawdown
19.72%
$212.81M
Equity
Holdings
$212.81M
Investment
$156.34M
$70.7M
Profit +$741,175.31
Realized
$14.24M
Unrealized
$56.46M
Dividends
$8.04M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$741,175.31
Win %
74%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.31M
Win %
74%
This Month
Compared to last month
Gain
1.56%
Profit
$3.27M
Win %
74%
This Year
Compared to last year
Gain
1.56%
Profit
$3.27M
Win %
70%
QXO Qxo Inc.
+7.31%
+$9,590.01 
AUR Aurora Innovation, Inc.
+7.13%
+$34,524.72 
EXPE Expedia Group, Inc.
+6.89%
+$43,868.15 
TEM Tempus AI, Inc.
+5.01%
+$36,339.25 
B BARRICK MINING CORP Common Stock (ABR0)
+4.28%
+$81,420.16 
HD The Home Depot, Inc.
+4.02%
+$24,996.85 
LLY Eli Lilly and Company
+4%
+$258,209.09 
KMB Kimberly-Clark Corporation
+3.83%
+$19,998.69 
MP MP Materials Corp.
+3.74%
+$9,623.32 
WM Waste Management, Inc.
+3.67%
+$32,725.44 
UNH UnitedHealth Group Incorporated
+3.61%
+$45,756.58 
NFLX Netflix, Inc.
+3.18%
+$22,573.47 
HOOD Robinhood Markets, Inc.
+2.99%
+$53,559.66 
UBER Uber Technologies, Inc.
+2.99%
+$11,954.25 
ORCL Oracle Corporation
+2.96%
+$13,839.12 
XBI SPDR S&P Biotech ETF
+2.57%
+$20,762.5 
AIG American International Group Inc.
+2.5%
+$11,692.38 
V Visa Inc. Class A
+2.5%
+$28,606.23 
MA Mastercard Incorporated
+2.42%
+$5,627.88 
ISRG Intuitive Surgical, Inc.
+2.23%
+$4,847.19 
ORLY O'Reilly Automotive Inc.
+2.11%
+$66,507.84 
SPG Simon Property Group, Inc.
+1.9%
+$11,438.28 
BA Boeing Company
+1.89%
+$8,742.45 
ACGL Arch Capital Group Ltd
+1.87%
+$6,529.44 
ABT Abbott Laboratories
+1.82%
+$5,088.75 
NLR VanEck Uranium and Nuclear ETF
+1.79%
+$3,692.65 
XLB Materials Select Sector SPDR Fund
+1.75%
+$11,036.2 
ROST Ross Stores, Inc.
+1.73%
+$5,988.97 
TECK Teck Resources Ltd.
+1.64%
+$3,465.14 
GLD SPDR Gold Shares
+1.64%
+$17,035.5 
GE General Electric Company
+1.58%
+$6,480.77 
WMT Walmart Inc.
+1.56%
+$89,980.53 
MCD McDonald's Corporation
+1.56%
+$19,477.5 
T AT&T Inc.
+1.48%
+$24,738.81 
MU Micron Technology, Inc.
+1.45%
+$22,807.2 
IWM iShares Russell 2000 ETF
+1.36%
+$3,548.66 
XHS SPDR S&P Health Care Services ETF
+1.36%
+$50,986.87 
VST Vistra Corp
+1.32%
+$10,604.81 
MSFT Microsoft Corp.
+1.28%
+$95,557.5 
APD Air Products and Chemicals, Inc.
+1.2%
+$4,833.45 
GS The Goldman Sachs Group, Inc.
+1.14%
+$20,670 
MDY SPDR S&P MidCap 400 ETF Trust
+0.99%
+$20,711.12 
TRV The Travelers Companies, Inc.
+0.98%
+$2,112.95 
TJX The TJX Companies, Inc.
+0.97%
+$8,020.3 
CB Chubb Limited
+0.9%
+$9,480 
DLR Digital Realty Trust, Inc.
+0.88%
+$6,469.12 
SNDA Sonida Senior Living Inc.
+0.84%
+$6,548.4 
AMT American Tower Corporation
+0.83%
+$2,485.89 
C Citigroup Inc.
+0.77%
+$22,658.7 
NEE NextEra Energy, Inc.
+0.64%
+$17,138.5 
EMR Emerson Electric Co.
+0.61%
+$2,239.3 
URI United Rentals, Inc.
+0.6%
+$4,646.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.59%
+$27,649.83 
UNP Union Pacific Corporation
+0.59%
+$9,628.08 
GOOGL Alphabet Inc
+0.58%
+$5,275.94 
JEPI JPMorgan Equity Premium Income Fund
+0.56%
+$1,257.67 
BAC Bank of America Corporation
+0.55%
+$5,248.88 
FCX Freeport-McMoRan Inc.
+0.51%
+$1,754.77 
XLI Industrial Select Sector SPDR Fund
+0.47%
+$15,964.4 
GOOG Alphabet Inc
+0.43%
+$28,637.99 
AMZN Amazon.com Inc
+0.4%
+$27,038.11 
MMM 3M Company
+0.38%
+$1,537.18 
PG Procter & Gamble Co
+0.34%
+$5,254.2 
DE Deere & Company
+0.34%
+$3,973.76 
ABBV AbbVie Inc.
+0.28%
+$2,304.77 
PAVE Global X U.S. Infrastructure Development ETF
+0.17%
+$1,364.22 
PGR Progressive Corporation
+0.14%
+$777.27 
META Meta Platforms Inc Class A
+0.14%
+$7,189.14 
EIX Edison International
+0.13%
+$276.29 
CNQ Canadian Natural Resources Limited
+0.12%
+$1,924.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.11%
+$1,208.7 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$3,524.18 
HBM Hudbay Minerals Inc.
+0.02%
+$88.08 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,749.47 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
VRT Vertiv Holdings Co
-3.94%
-$85,717.98 
AMAT Applied Materials, Inc.
-3.22%
-$57,094.54 
VMI Valmont Industries, Inc.
-2.81%
-$17,973.19 
PM Philip Morris International Inc.
-2.7%
-$84,472.53 
GLW Corning Incorporated
-2.5%
-$33,992.64 
SPCX Space Exploration Technologies Corp. Class A
-2.37%
-$33,170.4 
PWR Quanta Services Inc.
-2.28%
-$9,150.42 
CRWD CrowdStrike Holdings, Inc.
-2.1%
-$42,374.27 
XLE Energy Select Sector SPDR Fund
-1.95%
-$12,943.92 
NVDA NVIDIA Corporation
-1.74%
-$107,467.93 
XOM Exxon Mobil Corporation
-1.69%
-$89,685.05 
ETN Eaton Corporation plc
-1.5%
-$3,219.13 
OKTA Okta Inc.
-1.49%
-$10,112.14 
GEV GE Vernova Inc.
-1.45%
-$4,832.11 
APH Amphenol Corporation
-1.43%
-$5,861.06 
CAT Caterpillar Inc.
-1.39%
-$9,307.98 
PANW Palo Alto Networks, Inc.
-1.13%
-$15,410.53 
ES Eversource Energy
-1.04%
-$9,332.46 
NUE Nucor Corporation
-0.95%
-$5,184.18 
BE Bloom Energy Corporation
-0.84%
-$6,738.72 
AIT Applied Industrial Technologies Inc.
-0.84%
-$1,989.48 
NU Nu Holdings Ltd.
-0.84%
-$29,526.37 
EEM iShares MSCI Emerging Markets ETF
-0.72%
-$3,470.3 
MLI Mueller Industries Inc.
-0.66%
-$13,294.8 
KR Kroger Co.
-0.55%
-$16,038.36 
ROK Rockwell Automation, Inc.
-0.52%
-$6,613.41 
AVGO Broadcom Inc.
-0.49%
-$30,776.58 
DUK Duke Energy Corporation
-0.49%
-$3,638.53 
PLTR Palantir Technologies Inc.
-0.24%
-$864.48 
VZ Verizon Communications Inc.
-0.18%
-$571.36 
JPM JPMorgan Chase & Co.
-0.12%
-$5,208.42 
JNJ Johnson & Johnson
-0.1%
-$754.54 
SHEL Shell plc
-0.1%
-$1,048.4 
AAPL Apple Inc.
-0.1%
-$7,393.65 
COST Costco Wholesale Corporation
-0.08%
-$3,244.01 
RTX RTX Corporation
-0.05%
-$205.83 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$1,388.44 Events
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Dividends
Dividend Analysis
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| Trades 1183 | Longs Won 783/1183 66% | Profit Factor 5.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,248.85 |
| Average Win $109,959.63 | Best Trade (Oct 14) $4.41M | Sharpe Ratio -12.28 |
| Average Loss -$38,490.84 | Worst Trade (Dec 30) -$968,943 | Z-Score 5.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w | Expectancy $59,765.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,405 | $4.2M | $7.68M | - | $3.48M | 82.85% | -0.096% |
| ABBV AbbVie Inc. | 2,881 | $468,185.23 | $819,010.68 | - | $350,825.45 | 74.93% | +0.282% |
| ABT Abbott Laboratories | 2,714 | $337,934.98 | $284,549.33 | - | -$53,385.65 | -15.8% | +1.821% |
| ACGL Arch Capital Group Ltd | 3,568 | $346,262.6 | $354,766.24 | - | $8,503.64 | 2.46% | +1.875% |
| AIG American International Group Inc. | 6,027 | $342,652 | $478,362.99 | - | $135,710.99 | 39.61% | +2.505% |
| AIT Applied Industrial Technologies Inc. | 708 | $165,312.88 | $235,190.52 | - | $69,877.64 | 42.27% | -0.839% |
| AMAT Applied Materials, Inc. | 3,966 | $735,441.95 | $1.71M | - | $978,798.09 | 133.09% | -3.223% |
| AMT American Tower Corporation | 1,674 | $273,780.37 | $302,801.49 | - | $29,021.12 | 10.6% | +0.828% |
| AMZN Amazon.com Inc | 26,508 | $4.48M | $6.76M | - | $2.28M | 50.83% | +0.401% |
| APD Air Products and Chemicals, Inc. | 1,380 | $404,445.61 | $408,524.85 | - | $4,079.24 | 1.01% | +1.197% |
| APH Amphenol Corporation | 4,967 | $156,897.6 | $404,860.17 | - | $247,962.57 | 158.04% | -1.427% |
| AUR Aurora Innovation, Inc. | 95,902 | $439,968.7 | $518,829.82 | - | $78,861.12 | 17.92% | +7.129% |
| AVGO Broadcom Inc. | 17,998 | $2.34M | $6.2M | - | $3.86M | 164.96% | -0.494% |
| B BARRICK MINING CORP Common Stock (ABR0) | 48,901 | $1.14M | $1.98M | - | $846,771.66 | 74.51% | +4.281% |
| BA Boeing Company | 2,505 | $498,570.07 | $471,315.75 | - | -$27,254.32 | -5.47% | +1.89% |
| BAC Bank of America Corporation | 18,746 | $834,880.36 | $968,605.82 | - | $133,725.46 | 16.02% | +0.545% |
| BE Bloom Energy Corporation | 3,336 | $924,005 | $791,699.52 | - | -$132,305.48 | -14.32% | -0.844% |
| BRK-B Berkshire Hathaway Inc. | 8,492 | $3M | $4.47M | - | $1.47M | 48.91% | +0.079% |
| C Citigroup Inc. | 24,105 | $1.68M | $2.97M | - | $1.29M | 77.08% | +0.769% |
| CAT Caterpillar Inc. | 895 | $277,281.23 | $661,029.1 | - | $383,747.87 | 138.4% | -1.389% |
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FAQ
Which stocks have generated the highest profits for Eric C. Jansen?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.26M, Broadcom Inc - $2.11M, NVIDIA Corporation - $1.87M, Invesco QQQ Trust, Series 1 - $1.24M, and Vertiv Holdings Co - $1.06M. 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: Plug Power Inc - $968,943, iShares U.S. Medical Devices ETF - $693,262.1, PayPal Holdings Inc - $652,537.52, Tesla, Inc - $494,961.76, and Celsius Holdings Inc - $421,457.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric C. Jansen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.04M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $436,412.55, AT&T Inc - $348,249.31, Devon Energy Corporation - $341,104.75, SPDR DoubleLine Total Return Tactical ETF - $337,678.31, and Vanguard Intermediate-Term Corporate Bond Fund - $332,362.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric C. Jansen's monthly returns?
Eric C. Jansen'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 Eric C. Jansen's strategy be considered aggressive or moderate?
Eric C. Jansen'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 Eric C. Jansen's strategy?
Eric C. Jansen'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.
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