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:
33.73%
Gain -0.06%
Monthly
0.91%
Yearly
11.51%
Drawdown
13.72%
$105.09M
Equity
Holdings
$105.09M
Investment
$77.79M
$40.66M
Profit -$60,222.72
Realized
$13.36M
Unrealized
$27.3M
Dividends
$6.55M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$60,222.72
Win %
79%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$166,114.81
Win %
79%
This Month
Compared to last month
Gain
-0.06%
Profit
-$60,222.72
Win %
79%
This Year
Compared to last year
Gain
4.66%
Profit
$4.68M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$286,042.16 
GOOGL Alphabet Inc
+6.73%
+$355,924.8 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$6,415.79 
META Meta Platforms Inc Class A
+3.28%
+$25,830.47 
MSFT Microsoft Corp.
+3.02%
+$157,569.66 
NVDA NVIDIA Corporation
+2.93%
+$18,534.68 
CVX Chevron Corporation
+2.35%
+$18,107.12 
DVN Devon Energy Corporation
+2.17%
+$8,904 
CSCO Cisco Systems, Inc.
+2.14%
+$27,556.2 
PSA Public Storage Common Stock
+2.12%
+$8,641.92 
ORCL Oracle Corporation
+1.81%
+$18,648.63 
VZ Verizon Communications Inc.
+1.52%
+$10,982.3 
LMT Lockheed Martin Corporation
+1.5%
+$6,041 
SLB Schlumberger Limited
+1.39%
+$3,872.6 
CMCSA Comcast Corp
+1.23%
+$7,800.71 
COP ConocoPhillips
+1.22%
+$4,364.5 
WFC Wells Fargo & Company
+1.19%
+$24,898.2 
VOX Vanguard Communication Services ETF
+1.12%
+$8,401.8 
ADBE Adobe Inc.
+1.01%
+$5,396.52 
XLE Energy Select Sector SPDR Fund
+1%
+$13,932.26 
UNP Union Pacific Corporation
+0.92%
+$8,202.27 
SCHW Charles Schwab Corporation
+0.87%
+$3,941.21 
MCD McDonald's Corporation
+0.82%
+$12,502.66 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,871.95 
TSLA Tesla, Inc.
+0.76%
+$3,719.33 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,998.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$26,676.76 
CAT Caterpillar Inc.
+0.7%
+$7,643.15 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$16,743.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,543.77 
PSX Phillips 66
+0.51%
+$1,517.37 
HON Honeywell International Inc.
+0.47%
+$4,471.09 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$950.31 
SNY Sanofi American Depositary Receipt
+0.44%
+$3,111.28 
PFE Pfizer Inc.
+0.4%
+$2,191.6 
RTX RTX Corporation
+0.39%
+$1,775.76 
PG Procter & Gamble Co
+0.37%
+$3,384.05 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,141.26 
GD General Dynamics Corporation
+0.32%
+$5,776.7 
MRK Merck & Co., Inc.
+0.32%
+$1,555.99 
JPM JPMorgan Chase & Co.
+0.27%
+$5,395.6 
CME CME Group Inc.
+0.21%
+$1,085.3 
SO The Southern Company
+0.21%
+$430 
JNJ Johnson & Johnson
+0.21%
+$3,789.5 
ADI Analog Devices, Inc.
+0.2%
+$3,958.21 
T AT&T Inc.
+0.17%
+$880.12 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,151.23 
MMM 3M Company
+0.12%
+$613.6 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,422.41 
C Citigroup Inc.
+0.1%
+$349.67 
WMT Walmart Inc.
+0.09%
+$1,630.53 
AEP American Electric Power Company, Inc.
+0.06%
+$241.92 
DIS The Walt Disney Company
+0.03%
+$97.47 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$33.25 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$366,598.52 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$19,001.76 
ABBV AbbVie Inc.
-2.51%
-$15,586.23 
XLB Materials Select Sector SPDR Fund
-2.34%
-$19,889.98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,307.93 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,681.7 
GLD SPDR Gold Shares
-1.49%
-$7,772.45 
NVS Novartis AG Sponsored ADR
-1.45%
-$13,259.16 
KDP Keurig Dr Pepper Inc.
-1.43%
-$3,037.5 
GRMN Garmin Ltd.
-1.27%
-$7,728.48 
WTRG Essential Utilities Inc.
-1.24%
-$6,476 
MDLZ Mondelez International, Inc.
-1.22%
-$9,477.95 
NEE NextEra Energy, Inc.
-1.15%
-$2,854.26 
OMC Omnicom Group Inc.
-1.14%
-$5,737.55 
LOW Lowe's Companies Inc.
-1.08%
-$15,851.42 
MCK McKesson Corporation
-1.08%
-$13,420.81 
KO The Coca-Cola Company
-1.02%
-$9,201.6 
XOM Exxon Mobil Corporation
-0.97%
-$23,024.97 
CVS CVS Health Corporation
-0.75%
-$7,098.15 
MA Mastercard Incorporated
-0.74%
-$7,807.26 
GSK GSK plc Sponsored ADR
-0.73%
-$1,911.4 
BLK BlackRock, Inc.
-0.73%
-$2,585.52 
IWC iShares Micro-Cap ETF
-0.7%
-$4,987.54 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$4,161.75 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,998.84 
PM Philip Morris International Inc.
-0.61%
-$3,385.39 
SBUX Starbucks Corporation
-0.57%
-$2,481 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$3,905.4 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,699.31 
IWM iShares Russell 2000 ETF
-0.47%
-$2,180.89 
PEP PepsiCo, Inc.
-0.46%
-$7,700.48 
DVY iShares Select Dividend ETF
-0.45%
-$10,511.71 
HD The Home Depot, Inc.
-0.42%
-$4,336.86 
FDX FedEx Corporation
-0.37%
-$856.75 
MDT Medtronic plc
-0.37%
-$2,605.44 
BF-B Brown-Forman Corporation
-0.35%
-$783 
IFF International Flavors & Fragrances Inc.
-0.33%
-$1,218.36 
COR Cencora, Inc.
-0.28%
-$3,853.74 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,945.06 
ELV Elevance Health, Inc.
-0.15%
-$1,650.29 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,079.22 
V Visa Inc. Class A
-0.04%
-$547.36 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1290 | Longs Won 859/1290 66% | Profit Factor 6.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,310.42 |
| Average Win $55,402.74 | Best Trade (Aug 05) $3.45M | Sharpe Ratio -12.09 |
| Average Loss -$16,083.33 | Worst Trade (Aug 02) -$486,315.17 | Z-Score -2.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $31,518.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,951 | $3.06M | $4.62M | - | $1.55M | 50.71% | -7.354% |
| ABBV AbbVie Inc. | 2,409 | $373,314.46 | $604,514.46 | - | $231,200 | 61.93% | -2.513% |
| ADBE Adobe Inc. | 2,150 | $999,281.21 | $538,381.5 | - | -$460,899.71 | -46.12% | +1.013% |
| ADI Analog Devices, Inc. | 5,349 | $1.23M | $1.97M | - | $734,126.28 | 59.63% | +0.202% |
| AEP American Electric Power Company, Inc. | 3,456 | $330,669.83 | $441,849.6 | - | $111,179.77 | 33.62% | +0.055% |
| AMD Advanced Micro Devices, Inc. | 358 | $207,966 | $170,461.7 | - | -$37,504.3 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 7,928 | $1.21M | $2.15M | - | $938,967.03 | 77.34% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,070 | $276,312.9 | $315,532.31 | - | $39,219.41 | 14.19% | -1.769% |
| BF-B Brown-Forman Corporation | 7,830 | $212,014.53 | $224,955.9 | - | $12,941.37 | 6.1% | -0.347% |
| BLK BlackRock, Inc. | 324 | $339,956.76 | $353,286.36 | - | $13,329.6 | 3.92% | -0.727% |
| BNY BlackRock New York Municipal Income Trust | 8,605 | $447,802.31 | $1.35M | - | $897,417.34 | 200.4% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 10,291 | $3.76M | $5.26M | - | $1.5M | 39.93% | +0.365% |
| C Citigroup Inc. | 2,690 | $138,340.13 | $356,290.5 | - | $217,950.37 | 157.55% | +0.098% |
| CAT Caterpillar Inc. | 1,348 | $498,295.3 | $1.1M | - | $600,068.58 | 120.42% | +0.701% |
| CMCSA Comcast Corp | 26,899 | $1.15M | $644,500.04 | - | -$509,425.73 | -44.15% | +1.225% |
| CME CME Group Inc. | 1,904 | $400,982.4 | $509,872.18 | - | $108,889.78 | 27.16% | +0.213% |
| COP ConocoPhillips | 3,010 | $325,698.16 | $362,644.8 | - | $36,946.64 | 11.34% | +1.218% |
| COR Cencora, Inc. | 4,330 | $974,592.33 | $1.35M | - | $373,509.87 | 38.32% | -0.285% |
| CSCO Cisco Systems, Inc. | 11,340 | $603,511.65 | $1.32M | - | $711,814.95 | 117.95% | +2.14% |
| CVS CVS Health Corporation | 8,985 | $709,438.16 | $938,303.55 | - | $228,865.39 | 32.26% | -0.751% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.67M, Microsoft Corp - $1.19M, Invesco QQQ Trust, Series 1 - $1.15M, and JPMorgan Chase & Co - $1.14M. 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, Nike, Inc. - Class B - $216,958.09, CVS Health Corporation - $179,219.99, and Boeing Company - $164,415.46. 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 $6.55M earned over time. The largest contributors to dividend income include iShares Preferred and Income Securities ETF - $565,029.15, Exxon Mobil Corporation - $265,244.08, PepsiCo, Inc - $246,283.64, iShares Select Dividend ETF - $188,444.77, 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.
