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:
86.27%
Gain -0.96%
Monthly
1.09%
Yearly
13.84%
Drawdown
19.72%
$195.31M
Equity
Holdings
$195.31M
Investment
$140.12M
$69.5M
Profit -$1.37M
Realized
$14.31M
Unrealized
$55.19M
Dividends
$7.5M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.96%
Profit
-$1.37M
Win %
78%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$1.37M
Win %
78%
This Month
Compared to last month
Gain
1.16%
Profit
$2.24M
Win %
78%
This Year
Compared to last year
Gain
0.21%
Profit
$405,540.81
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$951,681.9 
ETN Eaton Corporation plc
+7.32%
+$18,967.7 
GOOG Alphabet Inc
+6.88%
+$449,408.05 
GOOGL Alphabet Inc
+6.73%
+$59,006.22 
VRT Vertiv Holdings Co
+6.18%
+$137,126.32 
AUR Aurora Innovation, Inc.
+3.37%
+$20,196.96 
META Meta Platforms Inc Class A
+3.28%
+$125,952.26 
MSFT Microsoft Corp.
+3.02%
+$186,280.6 
NVDA NVIDIA Corporation
+2.93%
+$157,590.48 
ORLY O'Reilly Automotive Inc.
+2.28%
+$71,305.68 
GLW Corning Incorporated
+2.24%
+$28,548.66 
ROK Rockwell Automation, Inc.
+1.93%
+$26,620.38 
PANW Palo Alto Networks, Inc.
+1.89%
+$22,755 
ORCL Oracle Corporation
+1.81%
+$7,828.59 
SHEL Shell plc
+1.62%
+$15,502.62 
AIT Applied Industrial Technologies Inc.
+1.58%
+$3,832.39 
VZ Verizon Communications Inc.
+1.52%
+$4,768.4 
PWR Quanta Services Inc.
+1.43%
+$6,097.01 
GE General Electric Company
+1.42%
+$6,775.41 
KLAC KLA Corporation
+1.38%
+$1,800.28 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,454.68 
AMAT Applied Materials, Inc.
+1.18%
+$22,632.48 
OKTA Okta Inc.
+1.07%
+$4,474.1 
VMI Valmont Industries, Inc.
+1.07%
+$6,739.19 
XLE Energy Select Sector SPDR Fund
+1%
+$5,858.7 
URI United Rentals, Inc.
+0.99%
+$7,504.79 
UNP Union Pacific Corporation
+0.92%
+$14,661.02 
CNQ Canadian Natural Resources Limited
+0.85%
+$12,657.2 
GEV GE Vernova Inc.
+0.85%
+$2,692.44 
MCD McDonald's Corporation
+0.82%
+$21,472.1 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$29,158.05 
EMR Emerson Electric Co.
+0.79%
+$2,688.06 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,715.97 
CAT Caterpillar Inc.
+0.7%
+$6,151.94 
PLTR Palantir Technologies Inc.
+0.65%
+$1,463.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$61,134.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$6,238.65 
APH Amphenol Corporation
+0.55%
+$2,104.94 
SNDA Sonida Senior Living Inc.
+0.5%
+$4,279.6 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,876.37 
RTX RTX Corporation
+0.39%
+$1,920.24 
AVGO Broadcom Inc.
+0.37%
+$25,696.8 
PG Procter & Gamble Co
+0.37%
+$5,189.23 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$15,661.2 
BAC Bank of America Corporation
+0.36%
+$4,113.56 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$746.7 
JPM JPMorgan Chase & Co.
+0.27%
+$11,474.58 
JNJ Johnson & Johnson
+0.21%
+$1,416.16 
T AT&T Inc.
+0.17%
+$4,878 
CB Chubb Limited
+0.15%
+$1,590 
MMM 3M Company
+0.12%
+$512.38 
ISRG Intuitive Surgical, Inc.
+0.1%
+$191.51 
C Citigroup Inc.
+0.1%
+$3,068.28 
NUE Nucor Corporation
+0.1%
+$495 
WM Waste Management, Inc.
+0.1%
+$872.3 
WMT Walmart Inc.
+0.09%
+$4,894.6 
ABT Abbott Laboratories
+0.09%
+$222.93 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$222.34 
HBM Hudbay Minerals Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$544,883.44 
EIX Edison International
-6.81%
-$19,376.4 
MU Micron Technology, Inc.
-5.9%
-$68,667.82 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$22,589.34 
ES Eversource Energy
-3.05%
-$30,233.25 
XBI SPDR S&P Biotech ETF
-2.94%
-$23,593.98 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$45,817.95 
ABBV AbbVie Inc.
-2.51%
-$18,238.93 
DLR Digital Realty Trust, Inc.
-2.42%
-$18,862.13 
XLB Materials Select Sector SPDR Fund
-2.34%
-$15,610.21 
BA Boeing Company
-2.15%
-$12,185.57 
NFLX Netflix, Inc.
-2%
-$14,534.3 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,917.5 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,248.15 
UNH UnitedHealth Group Incorporated
-1.68%
-$22,701.8 
GLD SPDR Gold Shares
-1.49%
-$15,550.51 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$4,150.89 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,661.66 
TJX The TJX Companies, Inc.
-1.21%
-$10,717.38 
QXO Qxo Inc.
-1.19%
-$2,007.84 
XHS SPDR S&P Health Care Services ETF
-1.15%
-$41,474.36 
NEE NextEra Energy, Inc.
-1.15%
-$33,939.03 
DE Deere & Company
-1.13%
-$12,267.18 
NU Nu Holdings Ltd.
-1.1%
-$37,699.36 
TEM Tempus AI, Inc.
-0.95%
-$4,487.28 
PGR Progressive Corporation
-0.87%
-$4,583.04 
MA Mastercard Incorporated
-0.74%
-$1,742.5 
MP MP Materials Corp.
-0.7%
-$1,884.42 
MLI Mueller Industries Inc.
-0.67%
-$12,697.2 
DUK Duke Energy Corporation
-0.67%
-$5,141.64 
GS The Goldman Sachs Group, Inc.
-0.63%
-$13,251.58 
AMT American Tower Corporation
-0.63%
-$1,934.92 
PM Philip Morris International Inc.
-0.61%
-$17,725.81 
ACGL Arch Capital Group Ltd
-0.6%
-$2,170.38 
ROST Ross Stores, Inc.
-0.59%
-$2,334 
COF Capital One Financial Corporation
-0.54%
-$2,265.66 
LLY Eli Lilly and Company
-0.53%
-$32,121.2 
IWM iShares Russell 2000 ETF
-0.47%
-$1,338.56 
SPG Simon Property Group, Inc.
-0.46%
-$8,359.91 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$975.2 
HD The Home Depot, Inc.
-0.42%
-$2,764.75 
AIG American International Group Inc.
-0.39%
-$1,868.37 
COST Costco Wholesale Corporation
-0.24%
-$9,411.72 
KR Kroger Co.
-0.21%
-$5,386.8 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$20,920.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$14,780.76 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,679.57 
VIK Viking Holdings Ltd
-0.1%
-$231.2 
HOOD Robinhood Markets, Inc.
-0.05%
-$694.16 
V Visa Inc. Class A
-0.04%
-$411.99 
UBER Uber Technologies, Inc.
-0.01%
-$57.06 Events
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Dividends
Dividend Analysis
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| Trades 1075 | Longs Won 733/1075 68% | Profit Factor 5.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,057.27 |
| Average Win $114,266.85 | Best Trade (Aug 10) $4.59M | Sharpe Ratio -12.65 |
| Average Loss -$41,688.22 | Worst Trade (Dec 30) -$968,943 | Z-Score 13.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $64,651.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,222 | $4.14M | $6.86M | - | $2.73M | 65.92% | -7.354% |
| ABBV AbbVie Inc. | 2,819 | $451,965.74 | $707,399.86 | - | $255,434.12 | 56.52% | -2.513% |
| ABT Abbott Laboratories | 2,477 | $314,512.41 | $261,818.9 | - | -$52,693.51 | -16.75% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,558 | $345,339 | $357,685.74 | - | $12,346.74 | 3.58% | -0.603% |
| AIG American International Group Inc. | 6,027 | $342,652 | $473,601.66 | - | $130,949.66 | 38.22% | -0.393% |
| AIT Applied Industrial Technologies Inc. | 715 | $166,940.65 | $246,825.14 | - | $79,884.49 | 47.85% | +1.577% |
| AMAT Applied Materials, Inc. | 3,836 | $668,959.54 | $1.95M | - | $1.28M | 191.11% | +1.176% |
| AMT American Tower Corporation | 1,759 | $287,682 | $304,940.24 | - | $17,258.24 | 6% | -0.631% |
| AMZN Amazon.com Inc | 26,377 | $4.45M | $7.16M | - | $2.71M | 60.95% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,365 | $400,271 | $402,524.86 | - | $2,253.86 | 0.56% | -1.769% |
| APH Amphenol Corporation | 4,784 | $302,229.2 | $384,394.4 | - | $82,165.2 | 27.19% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 617 | $202,028.82 | $244,270.29 | - | $42,241.47 | 20.91% | -1.973% |
| AUR Aurora Innovation, Inc. | 96,176 | $441,166.08 | $620,335.2 | - | $179,169.12 | 40.61% | +3.365% |
| AVGO Broadcom Inc. | 17,845 | $2.29M | $6.95M | - | $4.66M | 203.8% | +0.371% |
| B BARRICK MINING CORP Common Stock (ABR0) | 47,235 | $1.07M | $1.73M | - | $666,289.29 | 62.35% | -2.573% |
| BA Boeing Company | 2,560 | $509,516.72 | $553,318.4 | - | $43,801.68 | 8.6% | -2.155% |
| BAC Bank of America Corporation | 18,698 | $832,267.71 | $1.16M | - | $326,073.39 | 39.18% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 8,420 | $2.97M | $4.31M | - | $1.34M | 45.12% | +0.365% |
| C Citigroup Inc. | 23,604 | $1.61M | $3.13M | - | $1.51M | 93.9% | +0.098% |
| CAT Caterpillar Inc. | 1,085 | $333,447.09 | $884,068.85 | - | $550,621.76 | 165.13% | +0.701% |
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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 - $2.1M, NVIDIA Corporation - $1.86M, Invesco QQQ Trust, Series 1 - $1.23M, 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, PayPal Holdings Inc - $652,537.52, iShares U.S. Medical Devices ETF - $627,498.19, 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 $7.5M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $436,412.55, Devon Energy Corporation - $341,104.75, AT&T Inc - $328,058.13, NextEra Energy, Inc - $294,707.19, and SPDR DoubleLine Total Return Tactical ETF - $293,142.82. 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.
