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:
32.68%
Gain +2.24%
Monthly
1.43%
Yearly
18.64%
Drawdown
15.24%
$195.95M
Equity
Holdings
$195.95M
Investment
$154.14M
$42.07M
Profit +$3.66M
Realized
$251,170.9
Unrealized
$41.82M
Dividends
$4.86M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.24%
Profit
$3.66M
Win %
87%
This Week
Compared To Last Week
Gain
1.9%
Profit
$3.66M
Win %
87%
This Month
Compared to last month
Gain
2.19%
Profit
$4.2M
Win %
87%
This Year
Compared to last year
Gain
2.32%
Profit
$4.49M
Win %
85%
ASAN Asana Inc.
+4.65%
+$15.54 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+2.63%
+$88.4 
KMI Kinder Morgan, Inc.
+1.64%
+$728 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$6.78 
DBX Dropbox Inc.
+1.4%
+$45 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$77.6 
IOO iShares Global 100 ETF
+1.15%
+$1,360.45 
RBCAA Republic Bancorp, Inc.
+1.12%
+$4,338.4 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$41,603.35 
VUG Vanguard Growth ETF
+1.1%
+$8,741.07 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$17 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,794.8 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$34.41 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3.03 
AEE Ameren Corporation
+0.79%
+$895.26 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$336.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,592.4 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,446.94 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$155,403.08 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$822.5 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$64.06 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$83.79 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$138.24 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$789.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,597.66 
FTC First Trust Large Cap Growth Fund
+0.47%
+$361.05 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,278.4 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,439.67 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$21,250.72 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,183.04 
FLNG Flex LNG Ltd.
+0.35%
+$0.22 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$41,733.12 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1.23 
VT Vanguard Total World Stock ETF
+0.26%
+$18.04 
DFAW Dimensional World Equity ETF
+0.22%
+$925.92 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$39,893.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$0.3 
PTON Peloton Interactive, Inc.
+0.16%
+$0.35 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$95.94 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$703.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$26.25 
AEG Aegon N.V.
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BODYW The Beachbody Company, Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$7,895.44 
ABBV AbbVie Inc.
-2.51%
-$3,882 
BHF Brighthouse Financial Inc.
-2.43%
-$10.78 
PCG PG&E Corporation
-2.25%
-$804 
CCJ Cameco Corporation
-2.1%
-$925 
KSS Kohl's Corporation
-1.85%
-$72 
IAU iShares Gold Trust
-1.46%
-$6,407.1 
BUSE First Busey Corporation
-1.34%
-$199.08 
SYBT Stock Yards Bancorp Inc.
-1.28%
-$1,732.5 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$38.69 
DLTR Dollar Tree, Inc.
-1.06%
-$276.08 
MET MetLife Inc.
-0.97%
-$78.02 
O Realty Income Corporation
-0.87%
-$560 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$88.32 
D Dominion Energy, Inc.
-0.8%
-$336 
CVS CVS Health Corporation
-0.75%
-$395 
ANGX Angel Studios, Inc.
-0.73%
-$11.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,981.47 
WPC W. P. Carey Inc.
-0.65%
-$714.72 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,621.89 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$684.18 
SCHF Schwab International Equity ETF
-0.58%
-$187.84 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$121,403.48 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$15.05 
DFIS Dimensional International Small Cap ETF
-0.53%
-$741.57 
DFAR Dimensional US Real Estate ETF
-0.52%
-$50,703.66 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$809.6 
NLOP Net Lease Office Properties.
-0.51%
-$6.96 
SCHH Schwab U.S. REIT ETF
-0.49%
-$43.8 
IWM iShares Russell 2000 ETF
-0.47%
-$754.76 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$9.2 
DFIV Dimensional International Value ETF
-0.47%
-$19,925.73 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$14.25 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$135.85 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$10 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$73.06 
ABNB Airbnb, Inc.
-0.37%
-$19.6 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$85.44 
BF-B Brown-Forman Corporation
-0.35%
-$2.5 
VXF Vanguard Extended Market ETF
-0.3%
-$25.56 
ZTEN F/M 10-Year Investment Grade Corporate Bond ETF
-0.28%
-$1.9 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$8,102.53 
VTV Vanguard Value ETF
-0.27%
-$9,192.63 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$935.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$21.75 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,333.8 
VB Vanguard Small-Cap ETF
-0.22%
-$1,065.21 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$91.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,172.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$311.58 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,459 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$6,269.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$202.5 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$40,571.45 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$6.63 
FITB Fifth Third Bancorp
-0.16%
-$2.07 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$290.15 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$16,317.18 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$96.6 
GNMA iShares GNMA Bond ETF
-0.12%
-$562.1 
MUB iShares National Muni Bond ETF
-0.11%
-$3.96 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$182.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$368.9 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,134.78 
VO Vanguard Mid-Cap ETF
-0.05%
-$20.32 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$372.6 Events
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Dividends
Dividend Analysis
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| Trades 357 | Longs Won 298/357 83% | Profit Factor 117.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,641.68 |
| Average Win $142,371.97 | Best Trade (Aug 28) $6.06M | Sharpe Ratio -11.19 |
| Average Loss -$6,110.41 | Worst Trade (Mar 30) -$184,070.6 | Z-Score 23.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5d | Expectancy $117,832.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 322 | $80,657.83 | $99,469.02 | - | $18,811.19 | 23.32% | -7.354% |
| ABBV AbbVie Inc. | 600 | $106,620 | $150,564 | - | $43,944 | 41.22% | -2.513% |
| ABNB Airbnb, Inc. | 35 | $4,600 | $5,303.2 | - | $703.2 | 15.29% | -0.368% |
| AEE Ameren Corporation | 1,041 | $92,795 | $114,104.01 | - | $21,309.01 | 22.96% | +0.791% |
| AEG Aegon N.V. | 930 | $5,478 | $8,779.2 | - | $3,301.2 | 60.26% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 87 | $8,688.33 | $8,471.19 | - | -$217.14 | -2.5% | -0.256% |
| ANGX Angel Studios, Inc. | 385 | $2,237 | $1,563.1 | - | -$673.9 | -30.13% | -0.733% |
| ASAN Asana Inc. | 42 | $852 | $349.44 | - | -$502.56 | -58.99% | +4.654% |
| BF-B Brown-Forman Corporation | 25 | $950 | $718.25 | - | -$231.75 | -24.39% | -0.347% |
| BHF Brighthouse Financial Inc. | 7 | $337 | $433.37 | - | $96.37 | 28.6% | -2.427% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 23,060 | $1.72M | $1.74M | - | $18,593.4 | 1.08% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 4,925 | $354,187.36 | $355,732.75 | - | $1,545.39 | 0.44% | -0.262% |
| BODYW The Beachbody Company, Inc. | 13 | $0.08 | $0.08 | - | - | - | 0.0 |
| BUSE First Busey Corporation | 474 | $11,173 | $14,627.64 | - | $3,454.64 | 30.92% | -1.343% |
| CCJ Cameco Corporation | 500 | $50,930 | $43,190 | - | -$7,740 | -15.2% | -2.097% |
| CVS CVS Health Corporation | 500 | $22,445 | $52,215 | - | $29,770 | 132.64% | -0.751% |
| D Dominion Energy, Inc. | 600 | $32,316 | $41,502 | - | $9,186 | 28.43% | -0.803% |
| DBX Dropbox Inc. | 100 | $3,004 | $3,256 | - | $252 | 8.39% | +1.401% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 576 | $14,248.92 | $22,389.12 | - | $8,140.2 | 57.13% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 7,394 | $255,864.03 | $328,959.06 | - | $73,095.03 | 28.57% | +0.361% |
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FAQ
Which stocks have generated the highest profits for Ben D. Allison Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $850,589.21, Dimensional International Core Equity Market ETF - $722,685.38, Dimensional US Marketwide Value ETF - $513,897.09, Dimensional U.S. Equity Market ETF - $309,031.99, and Dimensional U.S. Small Cap ETF - $306,216.59. 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: Cohen & Steers Inc - $280,703.27, UnitedHealth Group Incorporated - $12,146.6, Biolife Solutions Inc - $2,725, NovoCure Ltd - $2,330, and Elanco Animal Health Incorporated - $1,707. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ben D. Allison Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.86M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $850,589.21, Dimensional International Core Equity Market ETF - $722,685.38, Dimensional US Marketwide Value ETF - $377,743.96, Dimensional U.S. Small Cap ETF - $305,681.53, and Dimensional U.S. Equity Market ETF - $268,362.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ben D. Allison Jr.'s monthly returns?
Ben D. Allison Jr.'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 Ben D. Allison Jr.'s strategy be considered aggressive or moderate?
Ben D. Allison Jr.'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 Ben D. Allison Jr.'s strategy?
Ben D. Allison Jr.'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.
