JOHN TERRILL Portfolio
Invests via Peoples Bank/KS | Managed by John Terrill
Invests via Peoples Bank/KS
Managed by John Terrill
Automatically Tracked
JOHN TERRILL Profile
Veteran private equity and operating executive John Terrill has led middle-market buyouts and growth investments across industrials and services, focusing on operational improvement, margin expansion and bolt-on M&A. Background includes senior roles at PE firms and portfolio company leadership; often sources deals through sector relationships and drives hands-on turnaround execution.
Veteran private equity and operating executive John Terrill has led middle-market buyouts and growth investments across industrials and services, focusing on operational improvement, margin expansion and bolt-on M&A. Background includes senior roles at PE firms and portfolio company leadership; often sources deals through sector relationships and drives hands-on turnaround execution.
Investment Philosophy & Strategy
Focuses on middle-market industrials and services, pursuing buyouts and growth investments where operational fixes and margin expansion drive value. Employs active, hands-on ownership: rapid diagnostic, cost and process improvement, and bolt-on M&A to accelerate scale. Underwrites deals on durable cashflow, clear operational levers and realistic turnaround timelines; targets 3-5 year value-creation horizons with disciplined leverage and contingency exit planning.
Focuses on middle-market industrials and services, pursuing buyouts and growth investments where operational fixes and margin expansion drive value. Employs active, hands-on ownership: rapid diagnostic, cost and process improvement, and bolt-on M&A to accelerate scale. Underwrites deals on durable cashflow, clear operational levers and realistic turnaround timelines; targets 3-5 year value-creation horizons with disciplined leverage and contingency exit planning.
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:
10.86%
Gain
Monthly
0.34%
Yearly
4.14%
Drawdown
15.83%
$102.47M
Equity
Holdings
$102.47M
Investment
$77.79M
$38.05M
Profit +$556,715.35
Realized
$13.38M
Unrealized
$24.68M
Dividends
$6.48M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$556,715.35
Win %
76%
This Week
Compared To Last Week
Gain
0.56%
Profit
$565,928.02
Win %
76%
This Month
Compared to last month
Gain
2.22%
Profit
$2.22M
Win %
76%
This Year
Compared to last year
Gain
2.06%
Profit
$2.07M
Win %
75%
BLK BlackRock, Inc.
+6.72%
+$22,330.08 
ORCL Oracle Corporation
+3.87%
+$39,920.9 
AAPL Apple Inc.
+3.85%
+$181,355.78 
BNY BlackRock New York Municipal Income Trust
+3.17%
+$42,121.47 
GOOGL Alphabet Inc
+3.14%
+$178,833.6 
AMZN Amazon.com Inc
+3%
+$58,865.4 
MSFT Microsoft Corp.
+2.94%
+$131,021.35 
PM Philip Morris International Inc.
+2.42%
+$12,193.25 
MRK Merck & Co., Inc.
+2.19%
+$10,018.8 
MDT Medtronic plc
+2.17%
+$14,024.59 
MMM 3M Company
+1.99%
+$9,116.64 
META Meta Platforms Inc Class A
+1.96%
+$18,956.47 
SCHW Charles Schwab Corporation
+1.91%
+$8,358.83 
PFE Pfizer Inc.
+1.83%
+$9,752.62 
WFC Wells Fargo & Company
+1.65%
+$34,296.05 
VOX Vanguard Communication Services ETF
+1.61%
+$12,874.4 
DIS The Walt Disney Company
+1.6%
+$4,987.22 
HD The Home Depot, Inc.
+1.57%
+$16,520.4 
LOW Lowe's Companies Inc.
+1.48%
+$21,507.64 
FDX FedEx Corporation
+1.46%
+$3,419.55 
ADBE Adobe Inc.
+1.42%
+$6,751 
UL Unilever PLC Sponsored American Depositary Receipt
+1.27%
+$7,917.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.27%
+$2,548.98 
PG Procter & Gamble Co
+1.26%
+$11,780.33 
JPM JPMorgan Chase & Co.
+1.23%
+$24,280.2 
CMCSA Comcast Corp
+1.19%
+$7,397.23 
CME CME Group Inc.
+0.92%
+$4,284 
SNY Sanofi American Depositary Receipt
+0.92%
+$6,468.12 
VZ Verizon Communications Inc.
+0.9%
+$5,961.82 
GSK GSK plc Sponsored ADR
+0.77%
+$1,986.85 
RTX RTX Corporation
+0.76%
+$3,086.44 
NVS Novartis AG Sponsored ADR
+0.73%
+$6,369.06 
KDP Keurig Dr Pepper Inc.
+0.73%
+$1,485.67 
V Visa Inc. Class A
+0.73%
+$10,107.35 
XLF Financial Select Sector SPDR Fund
+0.72%
+$7,284.73 
ABBV AbbVie Inc.
+0.72%
+$4,227.8 
T AT&T Inc.
+0.56%
+$2,640.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.51%
+$1,719.55 
IWM iShares Russell 2000 ETF
+0.43%
+$2,008.32 
GRMN Garmin Ltd.
+0.41%
+$2,029.5 
MCK McKesson Corporation
+0.4%
+$4,593.6 
EFA iShares MSCI EAFE ETF
+0.39%
+$3,105.34 
OMC Omnicom Group Inc.
+0.34%
+$1,733.87 
PEP PepsiCo, Inc.
+0.3%
+$4,933.12 
XLRE The Real Estate Select Sector SPDR Fund
+0.3%
+$2,292.3 
PFF iShares Preferred and Income Securities ETF
+0.28%
+$6,863.49 
CVS CVS Health Corporation
+0.27%
+$2,605.65 
SBUX Starbucks Corporation
+0.23%
+$1,013.08 
C Citigroup Inc.
+0.19%
+$672.5 
WMT Walmart Inc.
+0.18%
+$3,342.53 
DVY iShares Select Dividend ETF
+0.17%
+$4,015 
IFF International Flavors & Fragrances Inc.
+0.16%
+$562.32 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.16%
+$415.62 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$1,022.58 
VOO Vanguard S&P 500 ETF
+0.14%
+$5,379.22 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.09%
+$759.94 
MA Mastercard Incorporated
0%
+$27.55 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ELV Elevance Health, Inc.
-8.55%
-$107,536.03 
CSCO Cisco Systems, Inc.
-4.61%
-$61,160.02 
AMD Advanced Micro Devices, Inc.
-3.76%
-$7,385.72 
PSX Phillips 66
-3.29%
-$9,315.15 
CAT Caterpillar Inc.
-3.18%
-$39,995.16 
DVN Devon Energy Corporation
-1.94%
-$7,791 
APD Air Products and Chemicals, Inc.
-1.93%
-$6,184.6 
JNJ Johnson & Johnson
-1.79%
-$32,532.5 
XLK State Street Technology Select Sector SPDR ETF
-1.67%
-$31,872.74 
XLE Energy Select Sector SPDR Fund
-1.62%
-$21,842.95 
XOM Exxon Mobil Corporation
-1.48%
-$32,204.86 
NVDA NVIDIA Corporation
-1.23%
-$8,439.6 
CVX Chevron Corporation
-1.19%
-$8,693.02 
AEP American Electric Power Company, Inc.
-1.13%
-$5,253.12 
COP ConocoPhillips
-1.06%
-$3,581.9 
ADI Analog Devices, Inc.
-0.91%
-$19,069.19 
NEE NextEra Energy, Inc.
-0.82%
-$2,077.11 
UNP Union Pacific Corporation
-0.79%
-$6,988.83 
SO The Southern Company
-0.78%
-$1,612.5 
MCD McDonald's Corporation
-0.71%
-$10,854.53 
XLI Industrial Select Sector SPDR Fund
-0.65%
-$1,510.47 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$3,960.37 
GD General Dynamics Corporation
-0.59%
-$10,369.65 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$15,913.62 
PAVE Global X U.S. Infrastructure Development ETF
-0.56%
-$1,151.33 
SLB Schlumberger Limited
-0.55%
-$1,480.7 
PSA Public Storage Common Stock
-0.52%
-$2,121.9 
XLB Materials Select Sector SPDR Fund
-0.42%
-$3,534.17 
MDLZ Mondelez International, Inc.
-0.4%
-$2,892.61 
WTRG Essential Utilities Inc.
-0.28%
-$1,424.72 
HON Honeywell International Inc.
-0.28%
-$2,451.29 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$12,246.39 
KO The Coca-Cola Company
-0.18%
-$1,533.6 
IWC iShares Micro-Cap ETF
-0.13%
-$956.25 
GLD SPDR Gold Shares
-0.12%
-$636.18 
COR Cencora, Inc.
-0.09%
-$1,169.06 
TSLA Tesla, Inc.
-0.05%
-$308.27 
BF-B Brown-Forman Corporation
-0.04%
-$78.3 
LMT Lockheed Martin Corporation
-0.03%
-$101.52 Events
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Dividends
Dividend Analysis
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| Trades 1290 | Longs Won 836/1290 64% | Profit Factor 6.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $164,730.06 |
| Average Win $53,785.2 | Best Trade (Jul 15) $3.35M | Sharpe Ratio -12.47 |
| Average Loss -$15,219.93 | Worst Trade (Jul 15) -$498,418.04 | Z-Score -5.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $29,499.68 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
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Returns
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