John Noonan Portfolio
Invests via GREAT OAK CAPITAL PARTNERS, LLC | Managed by John R. Noonan III, William R. Sylvia Jr.
Invests via GREAT OAK CAPITAL PARTNERS, LLC
Managed by John R. Noonan III, William R. Sylvia Jr.
Automatically Tracked
John Noonan Profile
Seasoned finance executive and investor focused on growth-oriented companies, strategic M&A and capital markets execution. John Noonan is known for operational leadership across technology and industrial sectors, directing corporate development, restructuring and cross-border transactions. Regular interlocutor with private equity sponsors and institutional investors, offers board experience, deal sourcing and portfolio operations expertise that supports value creation and EBITDA-focused transformation initiatives.
Seasoned finance executive and investor focused on growth-oriented companies, strategic M&A and capital markets execution. John Noonan is known for operational leadership across technology and industrial sectors, directing corporate development, restructuring and cross-border transactions. Regular interlocutor with private equity sponsors and institutional investors, offers board experience, deal sourcing and portfolio operations expertise that supports value creation and EBITDA-focused transformation initiatives.
Investment Philosophy & Strategy
Deploys growth-oriented private and public capital into technology and industrial companies where operational intervention and strategic M&A can accelerate EBITDA and cash conversion. Prefers mid-market situations with clear governance levers, structuring deals that blend equity, debt and capital-markets timing to optimize returns over a 3–7 year horizon. Emphasizes rigorous underwriting of improvement potential, active board involvement, alignment with private equity sponsors and disciplined downside protection through covenant and restructuring playbooks.
Deploys growth-oriented private and public capital into technology and industrial companies where operational intervention and strategic M&A can accelerate EBITDA and cash conversion. Prefers mid-market situations with clear governance levers, structuring deals that blend equity, debt and capital-markets timing to optimize returns over a 3–7 year horizon. Emphasizes rigorous underwriting of improvement potential, active board involvement, alignment with private equity sponsors and disciplined downside protection through covenant and restructuring playbooks.
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:
3.11%
Gain
Monthly
0.1%
Yearly
1.21%
Drawdown
33.99%
$463.8M
Equity
Holdings
$463.8M
Investment
$362.55M
$107.34M
Profit -$2.87M
Realized
$6.09M
Unrealized
$101.25M
Dividends
$17.17M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.87M
Win %
85%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$76,347.01
Win %
85%
This Month
Compared to last month
Gain
0.05%
Profit
$209,145.74
Win %
85%
This Year
Compared to last year
Gain
0.93%
Profit
$3.82M
Win %
86%
JNJ Johnson & Johnson
+1.37%
+$25,076.66 
AAPL Apple Inc.
+0.2%
+$3,578.31 
DFCF Dimensional Core Fixed Income ETF
+0.06%
+$22,331.08 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$3,319.39 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
EDC Direxion Daily MSCI Emerging Markets Bull 3X Shares
-3.81%
-$23,570.25 
GOOGL Alphabet Inc
-2.57%
-$11,056.51 
GOOG Alphabet Inc
-2.56%
-$24,254 
AVBC Avidia Bancorp, Inc.
-2.56%
-$18,103.21 
TSLA Tesla, Inc.
-2.39%
-$9,565.92 
NVDA NVIDIA Corporation
-1.98%
-$4,872.16 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.98%
-$4,431.63 
NBBK NB Bancorp Inc.
-1.94%
-$4,467.12 
MAR Marriott International Inc. - Class A
-1.82%
-$4,211.48 
MSFT Microsoft Corp.
-1.49%
-$13,934.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.48%
-$619,997.55 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$2,620.32 
DFSV Dimensional US Small Cap Value ETF
-1.07%
-$16,500.2 
DFAT Dimensional US Targeted Value ETF
-0.97%
-$992,461.5 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$4,250.4 
VOO Vanguard S&P 500 ETF
-0.87%
-$23,167.2 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$8,794.52 
DFUS Dimensional U.S. Equity Market ETF
-0.84%
-$5,741.49 
AMZN Amazon.com Inc
-0.84%
-$3,983.72 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.84%
-$1,992.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$3,678.01 
COST Costco Wholesale Corporation
-0.8%
-$2,369.41 
DUHP Dimensional US High Profitability ETF
-0.79%
-$353,486.26 
DCOR Dimensional US Core Equity 1 ETF
-0.78%
-$258,272.19 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$1,545.6 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.74%
-$16,235.88 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$265,791.95 
IMTM iShares MSCI International Momentum Factor ETF
-0.73%
-$5,495.18 
IWR iShares Russell Mid-Cap ETF
-0.65%
-$2,221.51 
ES Eversource Energy
-0.61%
-$5,980.46 
DFIC Dimensional International Core Equity Market ETF
-0.52%
-$1,939.66 
MDT Medtronic plc
-0.44%
-$2,344.69 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$867.36 
DIHP Dimensional International High Profitability Portfolio
-0.38%
-$93,884.96 
JPM JPMorgan Chase & Co.
-0.29%
-$4,690.62 
DFIV Dimensional International Value ETF
-0.27%
-$44,684.1 
MTUM iShares MSCI USA Momentum Factor ETF
-0.2%
-$3,818.4 
DFAR Dimensional US Real Estate ETF
-0.13%
-$37,852.99 
DFLV Dimensional US Large Cap Value ETF
-0.06%
-$23,074.33 
DFNM Dimensional National Municipal Bond ETF
-0.05%
-$943.05 Events
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Dividends
Dividend Analysis
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| Trades 357 | Longs Won 300/357 84% | Profit Factor 159.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.24M |
| Average Win $360,072.45 | Best Trade (Jul 17) $17.57M | Sharpe Ratio -13 |
| Average Loss -$11,903.92 | Worst Trade (Jul 15) -$270,685.05 | Z-Score 22.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $300,681.27 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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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