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:
34.09%
Gain +0.4%
Monthly
0.88%
Yearly
11.09%
Drawdown
13.71%
$103.62M
Equity
Holdings
$103.62M
Investment
$76.91M
$40.92M
Profit +$633,134.82
Realized
$14.21M
Unrealized
$26.71M
Dividends
$6.88M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$633,134.82
Win %
76%
This Week
Compared To Last Week
Gain
1.16%
Profit
$1.18M
Win %
76%
This Month
Compared to last month
Gain
3.48%
Profit
$3.48M
Win %
76%
This Year
Compared to last year
Gain
1.43%
Profit
$1.47M
Win %
74%
HONA Honeywell Aerospace Inc.
+4.34%
+$13,184.16 
ADBE Adobe Inc.
+3.87%
+$19,034.35 
CRM Salesforce Inc
+3.85%
+$8,621.67 
BLK BlackRock, Inc.
+3.83%
+$13,327.73 
HD The Home Depot, Inc.
+3.74%
+$34,444.77 
LOW Lowe's Companies Inc.
+3.73%
+$48,143.94 
BNY BlackRock New York Municipal Income Trust
+3.13%
+$36,051.82 
ORCL Oracle Corporation
+3.04%
+$36,119.06 
SBUX Starbucks Corporation
+3.03%
+$11,582.5 
KDP Keurig Dr Pepper Inc.
+3.02%
+$6,650 
CMCSA Comcast Corp
+3.02%
+$17,222.5 
GRMN Garmin Ltd.
+2.95%
+$16,896 
GSK GSK plc Sponsored ADR
+2.78%
+$6,689.9 
V Visa Inc. Class A
+2.71%
+$41,248.09 
NVS Novartis AG Sponsored ADR
+2.64%
+$22,465.2 
MA Mastercard Incorporated
+2.52%
+$27,885.68 
WFC Wells Fargo & Company
+2.35%
+$45,757.7 
OMC Omnicom Group Inc.
+2.28%
+$11,285.95 
PSA Public Storage Common Stock
+2.25%
+$8,371.85 
DIS The Walt Disney Company
+2.16%
+$7,564.65 
MCK McKesson Corporation
+2.13%
+$29,937.59 
BDX Becton, Dickinson and Company
+2.12%
+$5,200 
LMT Lockheed Martin Corporation
+1.91%
+$6,968.51 
CVS CVS Health Corporation
+1.82%
+$14,780.33 
MCD McDonald's Corporation
+1.8%
+$23,509.2 
WMT Walmart Inc.
+1.74%
+$32,844.5 
XLB Materials Select Sector SPDR Fund
+1.7%
+$13,577.46 
T AT&T Inc.
+1.63%
+$8,032.52 
COR Cencora, Inc.
+1.46%
+$20,237.04 
MDT Medtronic plc
+1.44%
+$10,620.24 
UL Unilever PLC Sponsored American Depositary Receipt
+1.42%
+$8,923.3 
GLD SPDR Gold Shares
+1.38%
+$7,303.81 
XLF Financial Select Sector SPDR Fund
+1.35%
+$12,595.69 
MDLZ Mondelez International, Inc.
+1.33%
+$10,236.26 
MSFT Microsoft Corp.
+1.3%
+$79,594.86 
VOX Vanguard Communication Services ETF
+1.26%
+$9,844.85 
WTRG Essential Utilities Inc.
+1.25%
+$6,476 
PFE Pfizer Inc.
+1.22%
+$7,853.66 
SNY Sanofi American Depositary Receipt
+1.19%
+$7,831.8 
IWC iShares Micro-Cap ETF
+1.16%
+$7,631.25 
CME CME Group Inc.
+1.05%
+$5,080.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.98%
+$8,165.85 
IWM iShares Russell 2000 ETF
+0.94%
+$4,000.95 
IFF International Flavors & Fragrances Inc.
+0.9%
+$3,625.56 
XLRE The Real Estate Select Sector SPDR Fund
+0.89%
+$6,010.65 
XLP Consumer Staples Select Sector SPDR Fund
+0.88%
+$3,074.97 
FDX FedEx Corporation
+0.86%
+$1,869.95 
DVY iShares Select Dividend ETF
+0.82%
+$18,965.76 
EFA iShares MSCI EAFE ETF
+0.77%
+$5,941.83 
APD Air Products and Chemicals, Inc.
+0.72%
+$2,257.7 
MMM 3M Company
+0.7%
+$3,389.49 
UNP Union Pacific Corporation
+0.7%
+$6,185.27 
PFF iShares Preferred and Income Securities ETF
+0.69%
+$16,046 
NEE NextEra Energy, Inc.
+0.66%
+$1,386.32 
C Citigroup Inc.
+0.6%
+$1,903.65 
GOOGL Alphabet Inc
+0.52%
+$27,240.35 
GD General Dynamics Corporation
+0.49%
+$7,783.05 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.47%
+$1,168 
META Meta Platforms Inc Class A
+0.46%
+$4,801.01 
ABBV AbbVie Inc.
+0.44%
+$2,987.14 
KO The Coca-Cola Company
+0.43%
+$4,026.63 
PG Procter & Gamble Co
+0.4%
+$3,950.64 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$19,675.44 
PEP PepsiCo, Inc.
+0.3%
+$4,875 
VZ Verizon Communications Inc.
+0.29%
+$2,031.77 
AMZN Amazon.com Inc
+0.18%
+$3,599.51 
VOO Vanguard S&P 500 ETF
+0.17%
+$6,676.86 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$1,188.74 
XLI Industrial Select Sector SPDR Fund
+0.02%
+$38.74 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CSCO Cisco Systems, Inc.
-3.71%
-$47,854.8 
PSX Phillips 66
-3.42%
-$13,773.59 
SCHW Charles Schwab Corporation
-3.13%
-$12,886.61 
PM Philip Morris International Inc.
-2.5%
-$14,775.35 
AMD Advanced Micro Devices, Inc.
-2.4%
-$5,116.32 
CAT Caterpillar Inc.
-2.39%
-$19,138.54 
XLE Energy Select Sector SPDR Fund
-1.86%
-$29,635.57 
NVDA NVIDIA Corporation
-1.62%
-$11,705.02 
TSLA Tesla, Inc.
-1.44%
-$8,347.66 
AEP American Electric Power Company, Inc.
-1.42%
-$4,594.59 
XOM Exxon Mobil Corporation
-1.41%
-$37,537.19 
CVX Chevron Corporation
-1.37%
-$12,198.27 
XLK State Street Technology Select Sector SPDR ETF
-1.08%
-$20,452.75 
DVN Devon Energy Corporation
-0.97%
-$4,498.37 
SLB Schlumberger Limited
-0.67%
-$1,850.87 
RTX RTX Corporation
-0.49%
-$1,923.74 
JNJ Johnson & Johnson
-0.47%
-$8,527.2 
ADI Analog Devices, Inc.
-0.47%
-$9,965.86 
MRK Merck & Co., Inc.
-0.4%
-$2,207.45 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$10,810.84 
COP ConocoPhillips
-0.37%
-$1,547.6 
JPM JPMorgan Chase & Co.
-0.36%
-$6,734.4 
XLU Utilities Select Sector SPDR Fund
-0.24%
-$1,336.9 
ELV Elevance Health, Inc.
-0.16%
-$1,979.09 
AAPL Apple Inc.
-0.15%
-$6,863 Events
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Dividends
Dividend Analysis
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| Trades 1359 | Longs Won 901/1359 66% | Profit Factor 6.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $167,989.66 |
| Average Win $53,804.93 | Best Trade (Oct 15) $2.88M | Sharpe Ratio -11.26 |
| Average Loss -$16,492.81 | Worst Trade (Oct 14) -$557,587.61 | Z-Score -5.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w | Expectancy $30,113.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,289 | 5,660 | 5,031 | 4,403 | 3,774 | 3,145 | 2,516 | 1,887 | 1,258 | 629 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,726 | $2.83M | $4.7M | - | $1.87M | 66.18% | -0.146% |
| ABBV AbbVie Inc. | 2,409 | $373,314.46 | $685,890.48 | - | $312,576.02 | 83.73% | +0.437% |
| ADBE Adobe Inc. | 2,041 | $934,256.6 | $510,262.25 | - | -$423,994.35 | -45.38% | +3.875% |
| ADI Analog Devices, Inc. | 5,259 | $1.21M | $2.11M | - | $901,973.81 | 74.52% | -0.47% |
| AEP American Electric Power Company, Inc. | 2,574 | $259,034.87 | $320,064.03 | - | $61,029.16 | 23.56% | -1.415% |
| AMD Advanced Micro Devices, Inc. | 374 | $217,754.15 | $208,370.36 | - | -$9,383.79 | -4.31% | -2.397% |
| AMZN Amazon.com Inc | 7,911 | $1.21M | $2.01M | - | $802,090.14 | 66.2% | +0.179% |
| APD Air Products and Chemicals, Inc. | 1,070 | $276,312.9 | $315,264.8 | - | $38,951.9 | 14.1% | +0.721% |
| BDX Becton, Dickinson and Company | 1,300 | $232,700 | $250,757 | - | $18,057 | 7.76% | +2.118% |
| BLK BlackRock, Inc. | 324 | $339,956.76 | $361,235.7 | - | $21,278.94 | 6.26% | +3.831% |
| BNY BlackRock New York Municipal Income Trust | 8,355 | $434,792.37 | $1.19M | - | $751,241.65 | 172.78% | +3.135% |
| BRK-B Berkshire Hathaway Inc. | 10,194 | $3.73M | $5.39M | - | $1.66M | 44.47% | +0.367% |
| C Citigroup Inc. | 2,590 | $133,197.37 | $318,582.95 | - | $185,385.58 | 139.18% | +0.601% |
| CAT Caterpillar Inc. | 1,068 | $404,977.29 | $780,772.08 | - | $375,794.79 | 92.79% | -2.393% |
| CMCSA Comcast Corp | 27,122 | $1.16M | $588,140.57 | - | -$570,898.59 | -49.26% | +3.017% |
| CME CME Group Inc. | 1,699 | $357,809.4 | $490,297.42 | - | $132,488.02 | 37.03% | +1.047% |
| COP ConocoPhillips | 2,920 | $315,251.86 | $414,085.2 | - | $98,833.34 | 31.35% | -0.372% |
| COR Cencora, Inc. | 4,130 | $929,576.52 | $1.41M | - | $479,042.62 | 51.53% | +1.458% |
| CRM Salesforce Inc | 949 | $217,862 | $232,538.21 | - | $14,676.21 | 6.74% | +3.85% |
| CSCO Cisco Systems, Inc. | 11,340 | $603,511.65 | $1.24M | - | $637,311.15 | 105.6% | -3.713% |
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FAQ
Which stocks have generated the highest profits for JOHN TERRILL?
The largest contributions to the portfolio's profits come from the following stocks: The Williams Companies, Inc - $1.72M, Berkshire Hathaway Inc - $1.68M, Microsoft Corp - $1.21M, JPMorgan Chase & Co - $1.17M, and Invesco QQQ Trust, Series 1 - $1.16M. 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: UnitedHealth Group Incorporated - $376,073.16, Intel Corporation - $348,640.69, Honeywell International Inc - $286,891, Nike, Inc. - Class B - $216,958.09, and CVS Health Corporation - $179,219.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JOHN TERRILL's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.88M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $589,707.8, Exxon Mobil Corporation - $280,744.55, PepsiCo, Inc - $264,091, iShares Select Dividend ETF - $207,848.17, and The Williams Companies, Inc - $186,350.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JOHN TERRILL's monthly returns?
JOHN TERRILL'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 JOHN TERRILL's strategy be considered aggressive or moderate?
JOHN TERRILL'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 JOHN TERRILL's strategy?
JOHN TERRILL'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.
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