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:
28.23%
Gain +0.76%
Monthly
1.16%
Yearly
14.91%
Drawdown
15.24%
$190.34M
Equity
Holdings
$190.34M
Investment
$154.14M
$36.45M
Profit +$1.23M
Realized
$251,170.83
Unrealized
$36.2M
Dividends
$5.7M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.23M
Win %
75%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$26,623.16
Win %
75%
This Month
Compared to last month
Gain
1.04%
Profit
$1.96M
Win %
75%
This Year
Compared to last year
Gain
-0.61%
Profit
-$1.13M
Win %
76%
BODYW The Beachbody Company, Inc.
+515.38%
+$0.07 
ASAN Asana Inc.
+6.01%
+$24.78 
KSS Kohl's Corporation
+5.75%
+$243 
PTON Peloton Interactive, Inc.
+5.04%
+$8.93 
ABNB Airbnb, Inc.
+4.41%
+$257.6 
ANGX Angel Studios, Inc.
+4.39%
+$59.67 
TMO Thermo Fisher Scientific Inc.
+3.84%
+$1,423.4 
DBX Dropbox Inc.
+2.56%
+$91 
CCJ Cameco Corporation
+2.28%
+$930 
FHLC Fidelity MSCI Health Care Index ETF
+2.06%
+$220.8 
CVS CVS Health Corporation
+2.06%
+$930 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.86%
+$61.2 
DLTR Dollar Tree, Inc.
+1.84%
+$454.72 
BHF Brighthouse Financial Inc.
+1.65%
+$5.53 
IAU iShares Gold Trust
+1.64%
+$7,144.2 
FITB Fifth Third Bancorp
+1.54%
+$17.59 
SCHA Schwab U.S. Small-Cap ETF
+1.52%
+$272.57 
FNCL Fidelity MSCI Financials Index ETF
+1.49%
+$58.65 
WPC W. P. Carey Inc.
+1.46%
+$1,384.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.46%
+$44,476.11 
SYBT Stock Yards Bancorp Inc.
+1.45%
+$1,716.75 
VB Vanguard Small-Cap ETF
+1.41%
+$6,439.84 
BF-B Brown-Forman Corporation
+1.36%
+$9.62 
IWM iShares Russell 2000 ETF
+1.34%
+$1,976.52 
VBK Vanguard Small-Cap Growth ETF
+1.33%
+$38,838.87 
DFAS Dimensional U.S. Small Cap ETF
+1.31%
+$292,691.94 
NLOP Net Lease Office Properties.
+1.3%
+$14.5 
VXF Vanguard Extended Market ETF
+1.28%
+$104.76 
SCHD Schwab U.S. Dividend Equity ETF
+1.22%
+$2.05 
FCOM Fidelity MSCI Communication Services Index ETF
+1.16%
+$81 
DFSV Dimensional US Small Cap Value ETF
+1.15%
+$84,183.81 
DFAT Dimensional US Targeted Value ETF
+1.11%
+$110,511.81 
VNQI Vanguard Global ex-US Real Estate Index Fund
+1.07%
+$32.85 
DFAR Dimensional US Real Estate ETF
+1%
+$88,731.4 
IJH iShares Core S&P Mid-Cap ETF
+0.98%
+$1,622.35 
BUSE First Busey Corporation
+0.93%
+$127.98 
VO Vanguard Mid-Cap ETF
+0.92%
+$375.92 
EFV iShares MSCI EAFE Value ETF
+0.91%
+$24.85 
SCHH Schwab U.S. REIT ETF
+0.9%
+$73 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$83.64 
O Realty Income Corporation
+0.82%
+$455 
VTV Vanguard Value ETF
+0.81%
+$28,045.8 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$841.65 
MUB iShares National Muni Bond ETF
+0.79%
+$26.57 
IWD iShares Russell 1000 Value ETF
+0.79%
+$2,594 
DFIV Dimensional International Value ETF
+0.78%
+$32,102.56 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$8,892.14 
MGV Vanguard Mega Cap Value ETF
+0.76%
+$4,387.5 
RBCAA Republic Bancorp, Inc.
+0.76%
+$2,721.36 
DFIC Dimensional International Core Equity Market ETF
+0.71%
+$146,236.01 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.7%
+$21.66 
DFLV Dimensional US Large Cap Value ETF
+0.69%
+$91,491.84 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$729 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$121,343.52 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$1,012 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$2,144.26 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.64%
+$853.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$10,492.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$382.37 
AGG iShares Core U.S. Aggregate Bond ETF
+0.6%
+$49.59 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,019.25 
DFAW Dimensional World Equity ETF
+0.56%
+$2,417.68 
ZTEN F/M 10-Year Investment Grade Corporate Bond ETF
+0.55%
+$3.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.55%
+$6,453.16 
FTC First Trust Large Cap Growth Fund
+0.52%
+$394.59 
SPHQ Invesco S&P 500 Quality ETF
+0.51%
+$9.89 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$0.81 
SCHF Schwab International Equity ETF
+0.5%
+$158.49 
MET MetLife Inc.
+0.48%
+$39.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$2,383.42 
DFAU Dimensional US Core Equity Market ETF
+0.45%
+$676.8 
AEG Aegon N.V.
+0.42%
+$32.55 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$2,248.02 
DFIS Dimensional International Small Cap ETF
+0.42%
+$585.45 
VT Vanguard Total World Stock ETF
+0.42%
+$29.04 
DFUS Dimensional U.S. Equity Market ETF
+0.4%
+$92,964.18 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$52.92 
VOO Vanguard S&P 500 ETF
+0.39%
+$2,543.71 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.38%
+$29.88 
GNMA iShares GNMA Bond ETF
+0.37%
+$1,742.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.35%
+$501.99 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.33%
+$416.54 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.31%
+$2,887.65 
ABBV AbbVie Inc.
+0.23%
+$392.99 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$1,291.15 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.2%
+$3,593.47 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.17%
+$869.12 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.16%
+$68.76 
IOO iShares Global 100 ETF
+0.12%
+$143.65 
SCHC Schwab International Small-Cap Equity ETF
+0.11%
+$2.75 
IWF iShares Russell 1000 Growth ETF
+0.09%
+$567.6 
VOOG Vanguard S&P 500 Growth ETF
+0.08%
+$0.42 
VUG Vanguard Growth ETF
+0.08%
+$657.93 
VONG Vanguard Russell 1000 Growth Fund
+0.06%
+$0.24 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$7,766.34 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$703.87 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$15.99 
FLNG Flex LNG Ltd.
-3.41%
-$2.02 
FENY Fidelity MSCI Energy Index ETF
-1.87%
-$34.75 
KMI Kinder Morgan, Inc.
-1.41%
-$658 
PCG PG&E Corporation
-1.25%
-$331.65 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.11%
-$249.47 
DFAE Dimensional Emerging Core Equity Market ETF
-0.81%
-$2,331.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$39,845.1 
EEM iShares MSCI Emerging Markets ETF
-0.75%
-$326.4 
AEE Ameren Corporation
-0.74%
-$801.57 
SPMO Invesco S&P 500 Momentum ETF
-0.63%
-$2.73 
FTEC Fidelity MSCI Information Technology Index ETF
-0.28%
-$73.87 
VWO Vanguard FTSE Emerging Markets ETF
-0.18%
-$1,649.03 
SCHE Schwab Emerging Markets Equity ETF
-0.1%
-$3.88 
AAPL Apple Inc.
-0.08%
-$83.72 
MGK Vanguard Mega Cap Growth ETF
-0.02%
-$875.86 
D Dominion Energy, Inc.
-0.02%
-$6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$30.23 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 357 | Longs Won 275/357 77% | Profit Factor 74.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $538,192.5 |
| Average Win $134,335.04 | Best Trade (Oct 15) $5.26M | Sharpe Ratio -11.2 |
| Average Loss -$6,039.7 | Worst Trade (Mar 30) -$184,070.6 | Z-Score 10.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy $102,092.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 322 | $80,657.83 | $110,349.4 | - | $29,691.57 | 36.81% | -0.076% |
| ABBV AbbVie Inc. | 600 | $106,620 | $170,481 | - | $63,861 | 59.9% | +0.231% |
| ABNB Airbnb, Inc. | 35 | $4,600 | $6,104.7 | - | $1,504.7 | 32.71% | +4.406% |
| AEE Ameren Corporation | 1,041 | $92,795 | $108,066.21 | - | $15,271.21 | 16.46% | -0.736% |
| AEG Aegon N.V. | 930 | $5,478 | $7,695.75 | - | $2,217.75 | 40.48% | +0.425% |
| AGG iShares Core U.S. Aggregate Bond ETF | 87 | $8,688.33 | $8,298.93 | - | -$389.4 | -4.48% | +0.601% |
| ANGX Angel Studios, Inc. | 385 | $2,237 | $1,418.72 | - | -$818.28 | -36.58% | +4.391% |
| ASAN Asana Inc. | 42 | $852 | $436.8 | - | -$415.2 | -48.73% | +6.014% |
| BF-B Brown-Forman Corporation | 25 | $950 | $716.87 | - | -$233.13 | -24.54% | +1.361% |
| BHF Brighthouse Financial Inc. | 7 | $337 | $340.13 | - | $3.13 | 0.93% | +1.653% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 23,060 | $1.72M | $1.7M | - | -$27,872.5 | -1.62% | +0.623% |
| BND Vanguard Total Bond Market Index Fund | 4,925 | $354,187.36 | $348,739.25 | - | -$5,448.11 | -1.54% | +0.582% |
| BODYW The Beachbody Company, Inc. | 13 | $0.08 | $0.08 | - | - | - | +515.38% |
| BUSE First Busey Corporation | 474 | $11,173 | $13,850.28 | - | $2,677.28 | 23.96% | +0.933% |
| CCJ Cameco Corporation | 500 | $50,930 | $41,665 | - | -$9,265 | -18.19% | +2.283% |
| CVS CVS Health Corporation | 500 | $22,445 | $46,125 | - | $23,680 | 105.5% | +2.058% |
| D Dominion Energy, Inc. | 600 | $32,316 | $37,674 | - | $5,358 | 16.58% | -0.016% |
| DBX Dropbox Inc. | 100 | $3,004 | $3,653 | - | $649 | 21.6% | +2.555% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 576 | $14,248.92 | $22,230.72 | - | $7,981.8 | 56.02% | -1.11% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 7,394 | $255,864.03 | $334,023.95 | - | $78,159.92 | 30.55% | +0.646% |
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 Ben D. Allison Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $982,906.75, Dimensional International Core Equity Market ETF - $824,774.67, Dimensional US Marketwide Value ETF - $582,973.14, Dimensional U.S. Small Cap ETF - $364,175.39, and Dimensional U.S. Equity Market ETF - $363,422.97. 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 $5.7M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $982,906.75, Dimensional International Core Equity Market ETF - $824,774.67, Dimensional US Marketwide Value ETF - $446,820.01, Dimensional U.S. Small Cap ETF - $363,640.33, and Dimensional US Real Estate ETF - $345,472.31. 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.
2026 © Marketlog. All Rights Reserved.
