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:
20.57%
Gain
Monthly
0.31%
Yearly
3.75%
Drawdown
38.49%
$193.5M
Equity
Holdings
$193.5M
Investment
$140.12M
$70.98M
Profit -$849,154.02
Realized
$17.6M
Unrealized
$53.38M
Dividends
$7.33M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$849,154.02
Win %
75%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$3.66M
Win %
75%
This Month
Compared to last month
Gain
-0.75%
Profit
-$1.46M
Win %
75%
This Year
Compared to last year
Gain
-0.72%
Profit
-$1.4M
Win %
72%
MU Micron Technology, Inc.
+4.86%
+$55,088.6 
ORCL Oracle Corporation
+3.09%
+$12,996.82 
AIG American International Group Inc.
+2.81%
+$13,199.14 
GE General Electric Company
+2.35%
+$10,944.36 
SNDA Sonida Senior Living Inc.
+2.3%
+$19,900.14 
UNH UnitedHealth Group Incorporated
+2.23%
+$30,311.84 
HONA Honeywell Aerospace Inc.
+2.18%
+$10,233.16 
GEV GE Vernova Inc.
+1.93%
+$6,473.5 
PANW Palo Alto Networks, Inc.
+1.85%
+$24,271.96 
SHEL Shell plc
+1.84%
+$16,557.22 
CB Chubb Limited
+1.82%
+$18,810 
XBI SPDR S&P Biotech ETF
+1.67%
+$13,493.59 
CNQ Canadian Natural Resources Limited
+1.56%
+$21,200.81 
ETN Eaton Corporation plc
+1.49%
+$3,966.41 
ABT Abbott Laboratories
+1.38%
+$3,368.72 
JNJ Johnson & Johnson
+1.24%
+$8,283.2 
ACGL Arch Capital Group Ltd
+1.17%
+$4,145.07 
CAT Caterpillar Inc.
+1.13%
+$10,795.75 
ABBV AbbVie Inc.
+0.95%
+$6,836.07 
GLD SPDR Gold Shares
+0.93%
+$9,407.83 
AUR Aurora Innovation, Inc.
+0.92%
+$5,289.68 
PGR Progressive Corporation
+0.88%
+$4,484.48 
PM Philip Morris International Inc.
+0.77%
+$22,082.34 
EMR Emerson Electric Co.
+0.77%
+$2,437.44 
LLY Eli Lilly and Company
+0.77%
+$46,845.55 
FCX Freeport-McMoRan Inc.
+0.75%
+$1,445.84 
B BARRICK MINING CORP Common Stock (ABR0)
+0.72%
+$11,808.75 
XLE Energy Select Sector SPDR Fund
+0.69%
+$3,922.35 
MP MP Materials Corp.
+0.68%
+$2,014.38 
RTX RTX Corporation
+0.66%
+$2,948.92 
AMT American Tower Corporation
+0.5%
+$1,495.15 
NLR VanEck Uranium and Nuclear ETF
+0.5%
+$1,424.33 
OKTA Okta Inc.
+0.47%
+$2,074.1 
PWR Quanta Services Inc.
+0.41%
+$1,664 
BA Boeing Company
+0.35%
+$1,920 
AVGO Broadcom Inc.
+0.25%
+$16,952.57 
NUE Nucor Corporation
+0.16%
+$732.6 
DLR Digital Realty Trust, Inc.
+0.12%
+$848.15 
JPM JPMorgan Chase & Co.
+0.09%
+$3,723.01 
KR Kroger Co.
+0.09%
+$2,244.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$8,006.24 
MLI Mueller Industries Inc.
+0.07%
+$1,128.64 
UNP Union Pacific Corporation
+0.05%
+$823.6 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$555.85 
AIT Applied Industrial Technologies Inc.
+0.02%
+$50.05 
ROST Ross Stores, Inc.
+0.02%
+$62.24 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.01%
+$1,307.56 
NEE NextEra Energy, Inc.
+0.01%
+$336.03 
BAC Bank of America Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.59%
-$26,945.8 
NFLX Netflix, Inc.
-7.02%
-$51,965.1 
SPCX Space Exploration Technologies Corp. Class A
-3.88%
-$30,020.82 
AMAT Applied Materials, Inc.
-3.22%
-$69,239.76 
QXO Qxo Inc.
-3.08%
-$5,960.77 
IHI iShares U.S. Medical Devices ETF
-3.05%
-$6,741.6 
HOOD Robinhood Markets, Inc.
-2.4%
-$44,079.16 
TEM Tempus AI, Inc.
-2.39%
-$13,675.52 
APP AppLovin Corporation Class A Common Stock
-2.35%
-$6,299.58 
UBER Uber Technologies, Inc.
-2.24%
-$9,471.96 
META Meta Platforms Inc Class A
-2.23%
-$105,363.96 
KLAC KLA Corporation
-2.11%
-$3,340.26 
V Visa Inc. Class A
-1.98%
-$21,248.43 
GOOG Alphabet Inc
-1.96%
-$135,389.8 
GOOGL Alphabet Inc
-1.96%
-$18,198.21 
MA Mastercard Incorporated
-1.83%
-$4,128.71 
MSFT Microsoft Corp.
-1.78%
-$97,517.15 
MCD McDonald's Corporation
-1.77%
-$47,384.7 
ROK Rockwell Automation, Inc.
-1.77%
-$24,389.85 
WM Waste Management, Inc.
-1.67%
-$16,058.25 
HD The Home Depot, Inc.
-1.64%
-$11,337.28 
URI United Rentals, Inc.
-1.58%
-$11,959.64 
GS The Goldman Sachs Group, Inc.
-1.5%
-$33,578.9 
COF Capital One Financial Corporation
-1.41%
-$5,974.88 
C Citigroup Inc.
-1.25%
-$38,946.84 
VIK Viking Holdings Ltd
-1.17%
-$2,658.8 
GLW Corning Incorporated
-1.16%
-$17,242.26 
COST Costco Wholesale Corporation
-1.12%
-$43,715.6 
VMI Valmont Industries, Inc.
-1.02%
-$7,308.44 
NVDA NVIDIA Corporation
-0.87%
-$49,677.92 
AAPL Apple Inc.
-0.82%
-$60,666.28 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$3,864.64 
T AT&T Inc.
-0.75%
-$20,121.75 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$72,424.94 
DUK Duke Energy Corporation
-0.67%
-$5,202.85 
VZ Verizon Communications Inc.
-0.67%
-$2,009.54 
PG Procter & Gamble Co
-0.67%
-$9,888.91 
WMT Walmart Inc.
-0.64%
-$35,729.85 
ORLY O'Reilly Automotive Inc.
-0.6%
-$18,621.89 
PLTR Palantir Technologies Inc.
-0.54%
-$1,335.17 
XLB Materials Select Sector SPDR Fund
-0.54%
-$3,547.78 
JEPI JPMorgan Equity Premium Income Fund
-0.54%
-$1,198.65 
ES Eversource Energy
-0.53%
-$5,307.61 
APH Amphenol Corporation
-0.52%
-$1,889.66 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.52%
-$5,766.02 
EIX Edison International
-0.47%
-$1,337.55 
MDY SPDR S&P MidCap 400 ETF Trust
-0.47%
-$10,025.4 
PAVE Global X U.S. Infrastructure Development ETF
-0.45%
-$3,801.8 
NU Nu Holdings Ltd.
-0.44%
-$14,207.95 
MMM 3M Company
-0.43%
-$1,683.6 
SPG Simon Property Group, Inc.
-0.4%
-$7,148.9 
AMZN Amazon.com Inc
-0.4%
-$26,113.23 
TJX The TJX Companies, Inc.
-0.36%
-$3,125.92 
IWM iShares Russell 2000 ETF
-0.27%
-$770.4 
HBM Hudbay Minerals Inc.
-0.26%
-$1,241.13 
XHS SPDR S&P Health Care Services ETF
-0.25%
-$9,038.85 
DE Deere & Company
-0.22%
-$2,417.23 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$7,662.2 
APD Air Products and Chemicals, Inc.
-0.09%
-$348.07 
XLI Industrial Select Sector SPDR Fund
-0.03%
-$1,206.54 
VRT Vertiv Holdings Co
-0.01%
-$326.39 Events
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Dividends
Dividend Analysis
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| Trades 1075 | Longs Won 699/1075 65% | Profit Factor 8.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $313,404.03 |
| Average Win $114,362.16 | Best Trade (Jul 10) $4.21M | Sharpe Ratio -12.6 |
| Average Loss -$23,819.74 | Worst Trade (Dec 31) -$577,455.05 | Z-Score 9.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 6d | Expectancy $66,030.63 |
| 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 | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
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