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:
21.53%
Gain -0.47%
Monthly
1.15%
Yearly
14.7%
Drawdown
14.96%
$183.83M
Equity
Holdings
$183.83M
Investment
$148.44M
$35.63M
Profit -$974,578.22
Realized
$234,850.54
Unrealized
$35.39M
Dividends
$3.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$974,578.22
Win %
84%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$33,458.37
Win %
84%
This Month
Compared to last month
Gain
-0.02%
Profit
-$33,458.37
Win %
84%
This Year
Compared to last year
Gain
10.87%
Profit
$18.02M
Win %
84%
CVS CVS Health Corporation
+2.11%
+$945 
PCG PG&E Corporation
+1.9%
+$291.06 
FENY Fidelity MSCI Energy Index ETF
+1.05%
+$17 
FHLC Fidelity MSCI Health Care Index ETF
+0.85%
+$76.8 
ABBV AbbVie Inc.
+0.78%
+$1,002.01 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.6%
+$17.67 
BHF Brighthouse Financial Inc.
+0.26%
+$1.12 
MGV Vanguard Mega Cap Value ETF
+0.07%
+$386.1 
SCHH Schwab U.S. REIT ETF
+0.04%
+$3.65 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.03%
+$2.49 
IWD iShares Russell 1000 Value ETF
+0.01%
+$40.12 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$30.31 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$1,617.52 
VTV Vanguard Value ETF
+0.01%
+$163.84 
SPLG SPDR Portfolio S&P 500 ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
ASAN Asana Inc.
-8.24%
-$30.03 
RKT Rocket Companies, Inc. Class A
-7.8%
-$48.18 
ANGX Angel Studios, Inc.
-6.29%
-$69.3 
PTON Peloton Interactive, Inc.
-5.36%
-$11.9 
SYBT Stock Yards Bancorp Inc.
-3.26%
-$3,685.5 
MET MetLife Inc.
-2.22%
-$152.31 
BUSE First Busey Corporation
-2.11%
-$274.92 
KSS Kohl's Corporation
-2.08%
-$66 
AEG Aegon N.V.
-2.07%
-$162.75 
DBX Dropbox Inc.
-2.02%
-$57 
NLOP Net Lease Office Properties.
-1.86%
-$26.1 
RBCAA Republic Bancorp, Inc.
-1.7%
-$5,521.6 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$441.1 
FITB Fifth Third Bancorp
-1.63%
-$18.86 
AAPL Apple Inc.
-1.57%
-$1,580.8 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.52%
-$50.37 
D Dominion Energy, Inc.
-1.5%
-$600 
FTEC Fidelity MSCI Information Technology Index ETF
-1.47%
-$392.49 
SCHE Schwab Emerging Markets Equity ETF
-1.47%
-$60.49 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$14,768.78 
FNCL Fidelity MSCI Financials Index ETF
-1.4%
-$52.27 
CNS Cohen & Steers Inc.
-1.39%
-$13,867.92 
IWM iShares Russell 2000 ETF
-1.39%
-$2,199.15 
IOO iShares Global 100 ETF
-1.33%
-$1,622.4 
IWF iShares Russell 1000 Growth ETF
-1.33%
-$8,797.8 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$4,314.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$74,623.47 
SCHC Schwab International Small-Cap Equity ETF
-1.26%
-$31.75 
VUG Vanguard Growth ETF
-1.22%
-$11,536.8 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$578.78 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.18%
-$475.8 
V Visa Inc. Class A
-1.16%
-$3.68 
MGK Vanguard Mega Cap Growth ETF
-1.12%
-$48,834.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$2,133.89 
DFIS Dimensional International Small Cap ETF
-1.09%
-$1,561.2 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$34,568.04 
VXF Vanguard Extended Market ETF
-1.01%
-$87.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$1,511.19 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$432.82 
IAU iShares Gold Trust
-0.98%
-$4,706.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.97%
-$5,611.65 
DISV Dimensional International Small Cap Equity Fund
-0.93%
-$1,453.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$11,613.36 
SCHF Schwab International Equity ETF
-0.91%
-$299.37 
FCOM Fidelity MSCI Communication Services Index ETF
-0.89%
-$62.56 
BLFS Biolife Solutions Inc.
-0.87%
-$95.04 
VT Vanguard Total World Stock ETF
-0.86%
-$56.38 
DFSV Dimensional US Small Cap Value ETF
-0.85%
-$58,387.55 
DFAI Dimensional International Core Equity Market ETF
-0.84%
-$10,339.35 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$868.8 
EFV iShares MSCI EAFE Value ETF
-0.79%
-$21.7 
DFAS Dimensional U.S. Small Cap ETF
-0.78%
-$175,482.26 
SCHX Schwab U.S. Large-Cap ETF
-0.75%
-$99.22 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$151,181.67 
DFAW Dimensional World Equity ETF
-0.74%
-$3,028.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$3,895.71 
DFAT Dimensional US Targeted Value ETF
-0.72%
-$72,222.32 
VOO Vanguard S&P 500 ETF
-0.71%
-$4,593.6 
DFIV Dimensional International Value ETF
-0.71%
-$29,176.28 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$1,045.72 
DFUS Dimensional U.S. Equity Market ETF
-0.68%
-$149,606.35 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.68%
-$841.91 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.68%
-$23.63 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$2,238.3 
VB Vanguard Small-Cap ETF
-0.65%
-$3,092.29 
BF-B Brown-Forman Corporation
-0.64%
-$4 
SCHA Schwab U.S. Small-Cap ETF
-0.61%
-$118.02 
AEE Ameren Corporation
-0.57%
-$635.01 
ABNB Airbnb, Inc.
-0.57%
-$26.6 
VO Vanguard Mid-Cap ETF
-0.46%
-$187.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$12,217.5 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$391.5 
BNDX Vanguard Total International Bond ETF
-0.35%
-$1.87 
WPC W. P. Carey Inc.
-0.35%
-$379.69 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.31%
-$1.47 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.31%
-$406.87 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$3,951.99 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.22%
-$252 
GNMA iShares GNMA Bond ETF
-0.19%
-$1,002.77 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$22.42 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$686.7 
KMI Kinder Morgan, Inc.
-0.19%
-$84 
IUSB iShares Core Universal USD Bond ETF
-0.17%
-$0.08 
FTC First Trust Large Cap Growth Fund
-0.15%
-$126.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.1%
-$1,912.4 
DFLV Dimensional US Large Cap Value ETF
-0.1%
-$11,553.16 
BODI Beachbody Company, Inc.
-0.09%
-$0.13 
DFUV Dimensional US Marketwide Value ETF
-0.09%
-$16,962.4 
MUB iShares National Muni Bond ETF
-0.09%
-$3.13 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$148.53 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2.05 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$452.4 
DFAR Dimensional US Real Estate ETF
-0.04%
-$3,128.93 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$709.66 Events
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Dividends
Dividend Analysis
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| Trades 269 | Longs Won 211/269 78% | Profit Factor 141.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $591,948.52 |
| Average Win $170,045.71 | Best Trade (May 29) $5.62M | Sharpe Ratio -20.76 |
| Average Loss -$4,380.96 | Worst Trade (Jun 03) -$150,663.09 | Z-Score 14.2 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $132,436.98 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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