BDA
Ben D. Allison Jr. Portfolio
Invests via Pillar Financial Advisors LLC | Managed by Ben D. Allison Jr., Gregory M. Curry
Invests via Pillar Financial Advisors LLC
Managed by Ben D. Allison Jr., Gregory M. Curry
Automatically Tracked
Veteran private equity investor focused on middle-market industrials, services and consumer sectors, with experience in deal sourcing, buyouts and board-level portfolio oversight. Ben D. Allison Jr. combines operating background and capital markets experience, often leading growth strategies, operational improvements and exit planning for institutional LPs.
Veteran private equity investor focused on middle-market industrials, services and consumer sectors, with experience in deal sourcing, buyouts and board-level portfolio oversight. Ben D. Allison Jr. combines operating background and capital markets experience, often leading growth strategies, operational improvements and exit planning for institutional LPs.
Investment Philosophy & Strategy
Focuses on value‑creating middle‑market buyouts in industrials, services and consumer sectors, deploying a hands‑on, operationally driven private equity approach. Prioritizes investments where board‑level oversight and targeted capex, commercial expansion or M&A can accelerate EBITDA growth. Capital allocation favors control or control‑like positions with staged value creation plans, conservative leverage, and clear exit pathways over a 3–7 year horizon. Underwriting emphasizes durable cash flow, operational improvement potential, aligned management teams, and downside protection through margin and free‑cash‑flow resilience.
Focuses on value‑creating middle‑market buyouts in industrials, services and consumer sectors, deploying a hands‑on, operationally driven private equity approach. Prioritizes investments where board‑level oversight and targeted capex, commercial expansion or M&A can accelerate EBITDA growth. Capital allocation favors control or control‑like positions with staged value creation plans, conservative leverage, and clear exit pathways over a 3–7 year horizon. Underwriting emphasizes durable cash flow, operational improvement potential, aligned management teams, and downside protection through margin and free‑cash‑flow resilience.
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:
0.09%
Gain
Monthly
0%
Yearly
0.06%
Drawdown
22.3%
$188.5M
Equity
Holdings
$188.5M
Investment
$151.27M
$37.34M
Profit -$507,373.12
Realized
$106,822.96
Unrealized
$37.23M
Dividends
$4.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$507,373.12
Win %
89%
This Week
Compared To Last Week
Gain
0.07%
Profit
$128,883.16
Win %
89%
This Month
Compared to last month
Gain
0.08%
Profit
$157,717.46
Win %
89%
This Year
Compared to last year
Gain
10.16%
Profit
$17.38M
Win %
90%
DLTR Dollar Tree, Inc.
+1.83%
+$477.03 
CVS CVS Health Corporation
+1.36%
+$722.5 
ABBV AbbVie Inc.
+1.33%
+$2,034 
WPC W. P. Carey Inc.
+1.19%
+$1,325.21 
D Dominion Energy, Inc.
+1.09%
+$468 
FENY Fidelity MSCI Energy Index ETF
+1.06%
+$16.75 
ASAN Asana Inc.
+0.98%
+$3.15 
BF-B Brown-Forman Corporation
+0.92%
+$6 
DFAR Dimensional US Real Estate ETF
+0.64%
+$61,295.73 
SCHH Schwab U.S. REIT ETF
+0.61%
+$54.75 
MET MetLife Inc.
+0.61%
+$47.31 
PCG PG&E Corporation
+0.6%
+$211.05 
AEE Ameren Corporation
+0.59%
+$697.47 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.58%
+$787.5 
BHF Brighthouse Financial Inc.
+0.5%
+$2.31 
DFLV Dimensional US Large Cap Value ETF
+0.46%
+$55,421.37 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.46%
+$14.25 
IAU iShares Gold Trust
+0.45%
+$1,899.45 
FHLC Fidelity MSCI Health Care Index ETF
+0.42%
+$42.24 
VTV Vanguard Value ETF
+0.42%
+$14,774.28 
MGV Vanguard Mega Cap Value ETF
+0.4%
+$2,281.5 
GNMA iShares GNMA Bond ETF
+0.27%
+$1,349.04 
DFUV Dimensional US Marketwide Value ETF
+0.24%
+$43,346.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$17.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.21%
+$3,630.69 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$637.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$92.58 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$706.16 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$121.5 
KMI Kinder Morgan, Inc.
+0.11%
+$49 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$490.69 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.08%
+$2.56 
VUSB Vanguard Ultra-Short Bond ETF
+0.06%
+$2,123.74 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$948 
IWD iShares Russell 1000 Value ETF
+0.04%
+$120.33 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$3,402.34 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$66.7 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$0.83 
VO Vanguard Mid-Cap ETF
0%
$0 
BODYW The Beachbody Company, Inc.
-70%
-$0.01 
FITB Fifth Third Bancorp
-2.63%
-$35.88 
PTON Peloton Interactive, Inc.
-2.31%
-$5.08 
FCOM Fidelity MSCI Communication Services Index ETF
-2.04%
-$143.56 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$18,497.7 
SCHE Schwab Emerging Markets Equity ETF
-1.8%
-$71.59 
RKT Rocket Companies, Inc. Class A
-1.75%
-$11.44 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.73%
-$87,787.32 
MGK Vanguard Mega Cap Growth ETF
-1.68%
-$68,725.8 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$499.4 
DFAE Dimensional Emerging Core Equity Market ETF
-1.57%
-$4,733.23 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$662.9 
VUG Vanguard Growth ETF
-1.52%
-$13,657.59 
ABNB Airbnb, Inc.
-1.45%
-$74.89 
IWF iShares Russell 1000 Growth ETF
-1.44%
-$9,004.2 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.34%
-$372.94 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$2,448.22 
ANGX Angel Studios, Inc.
-1.21%
-$19.25 
BUSE First Busey Corporation
-1.15%
-$166.28 
FTEC Fidelity MSCI Information Technology Index ETF
-1.14%
-$277.68 
SCHC Schwab International Small-Cap Equity ETF
-1.05%
-$25.25 
SYBT Stock Yards Bancorp Inc.
-0.98%
-$1,267.87 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$399 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.94%
-$1,371.47 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$5,017.32 
DFIS Dimensional International Small Cap ETF
-0.92%
-$1,268.47 
DISV Dimensional International Small Cap Equity Fund
-0.79%
-$1,196 
IOO iShares Global 100 ETF
-0.78%
-$916.83 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$814.5 
VT Vanguard Total World Stock ETF
-0.78%
-$53.24 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.73%
-$25.67 
DFSU Dimensional US Sustainability Core 1 ETF
-0.73%
-$70.38 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$90.41 
VOO Vanguard S&P 500 ETF
-0.69%
-$4,417.5 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$150,950.01 
BLFS Biolife Solutions Inc.
-0.67%
-$80.74 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$811.9 
DFAW Dimensional World Equity ETF
-0.66%
-$2,587.11 
DFAU Dimensional US Core Equity Market ETF
-0.64%
-$960.45 
SCHF Schwab International Equity ETF
-0.64%
-$205.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$7,549.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$3,146.64 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$7,374.35 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$121,969.12 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$18,054.44 
RBCAA Republic Bancorp, Inc.
-0.57%
-$2,090.32 
FTC First Trust Large Cap Growth Fund
-0.51%
-$393.63 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$1,568.91 
DFSV Dimensional US Small Cap Value ETF
-0.4%
-$29,624.96 
FNCL Fidelity MSCI Financials Index ETF
-0.4%
-$16.32 
AEG Aegon N.V.
-0.39%
-$32.55 
DFAS Dimensional U.S. Small Cap ETF
-0.37%
-$86,947.5 
VXF Vanguard Extended Market ETF
-0.37%
-$31.68 
VB Vanguard Small-Cap ETF
-0.35%
-$1,701.71 
EFV iShares MSCI EAFE Value ETF
-0.32%
-$8.93 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$548.4 
DFIV Dimensional International Value ETF
-0.28%
-$11,441.01 
DFAT Dimensional US Targeted Value ETF
-0.27%
-$28,945.6 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$50.58 
NLOP Net Lease Office Properties.
-0.26%
-$3.48 
IWM iShares Russell 2000 ETF
-0.21%
-$336.66 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$5,198.2 
DBX Dropbox Inc.
-0.08%
-$2.5 
AAPL Apple Inc.
-0.07%
-$69.23 
KSS Kohl's Corporation
-0.03%
-$1 
MUB iShares National Muni Bond ETF
-0.02%
-$0.66 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$221.52 Events
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Dividends
Dividend Analysis
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| Trades 313 | Longs Won 255/313 81% | Profit Factor 106.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,021.49 |
| Average Win $147,818.92 | Best Trade (Jul 15) $5.27M | Sharpe Ratio -13.08 |
| Average Loss -$6,093.56 | Worst Trade (Mar 30) -$184,070.6 | Z-Score 18.04 (100%) |
| Commissions $0 | Avg. Trade Length 12m 1d | Expectancy $119,298.4 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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