John Quinn Portfolio
Invests via Safe Harbor Fiduciary, LLC | Managed by Scott R. McCaghren
Invests via Safe Harbor Fiduciary, LLC
Managed by Scott R. McCaghren
Automatically Tracked
John Quinn Profile
Veteran private equity executive and operator John Quinn focuses on middle-market buyouts and growth investments across industrials and business services, emphasising operational improvement and margin expansion. Prior experience spans investment banking, portfolio management and board roles at corporate and PE-backed companies. Holds an MBA and is active in deal sourcing, value creation and exit execution.
Veteran private equity executive and operator John Quinn focuses on middle-market buyouts and growth investments across industrials and business services, emphasising operational improvement and margin expansion. Prior experience spans investment banking, portfolio management and board roles at corporate and PE-backed companies. Holds an MBA and is active in deal sourcing, value creation and exit execution.
Investment Philosophy & Strategy
Hands-on middle-market investor prioritizing control and growth equity positions in industrials and business services, seeking businesses with clear operational upside. Combines transaction experience and operator sensibility to underwrite opportunities where margin expansion, working capital optimization and selective add-on consolidation can drive value. Prefers three- to seven-year hold periods, disciplined leverage, active board involvement and KPI-driven transformation plans. Capital allocation favors cash-generative platforms with scalable processes; exits target strategic acquirers or secondary buyouts after demonstrable EBITDA improvement.
Hands-on middle-market investor prioritizing control and growth equity positions in industrials and business services, seeking businesses with clear operational upside. Combines transaction experience and operator sensibility to underwrite opportunities where margin expansion, working capital optimization and selective add-on consolidation can drive value. Prefers three- to seven-year hold periods, disciplined leverage, active board involvement and KPI-driven transformation plans. Capital allocation favors cash-generative platforms with scalable processes; exits target strategic acquirers or secondary buyouts after demonstrable EBITDA improvement.
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:
-0.53%
Gain
Monthly
-0.02%
Yearly
-0.29%
Drawdown
24.32%
$125.1M
Equity
Holdings
$125.1M
Investment
$95.91M
$28.62M
Profit -$1.31M
Realized
-$570,838.5
Unrealized
$29.19M
Dividends
$4.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.31M
Win %
85%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$1.63M
Win %
85%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.17M
Win %
85%
This Year
Compared to last year
Gain
19.14%
Profit
$20.1M
Win %
77%
AWK American Water Works Company, Inc.
+3.62%
+$79,933.15 
ABBV AbbVie Inc.
+3.58%
+$56,612.5 
BR Broadridge Financial Solutions, Inc.
+3.07%
+$6,496.02 
VZ Verizon Communications Inc.
+2.67%
+$5,002.51 
KO The Coca-Cola Company
+2.59%
+$7,698.81 
PEP PepsiCo, Inc.
+2.57%
+$5,129.53 
MO Altria Group, Inc.
+2.57%
+$5,677.97 
TJX The TJX Companies, Inc.
+2.42%
+$40,226.65 
SCHD Schwab U.S. Dividend Equity ETF
+1.92%
+$9,398.58 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.89%
+$8,143.98 
VNQ Vanguard Real Estate ETF
+1.89%
+$43,776.55 
AAPL Apple Inc.
+1.68%
+$126,808.02 
MSFT Microsoft Corp.
+1.63%
+$39,329.08 
CVX Chevron Corporation
+1.24%
+$20,638.23 
ROPE Coastal Compass 100 ETF
+1.19%
+$27,508.74 
DUK Duke Energy Corporation
+1.11%
+$17,428.02 
VDE Vanguard Energy ETF
+0.92%
+$5,145.04 
LLY Eli Lilly and Company
+0.9%
+$19,335.79 
PDI Pimco Dynamic Income Fund
+0.43%
+$2,294.18 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$5,641.62 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$20,158.8 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$1,081.5 
PNC The PNC Financial Services Group, Inc.
+0.2%
+$4,452.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$140.83 
STX Seagate Technology Holdings plc
-10.07%
-$749,637.57 
AMD Advanced Micro Devices, Inc.
-6.17%
-$254,042 
XSD SPDR S&P Semiconductor ETF
-6.1%
-$50,803 
CAT Caterpillar Inc.
-4.18%
-$26,729.75 
GIAX Nicholas Global Equity and Income ETF
-4.15%
-$18,226.35 
FCX Freeport-McMoRan Inc.
-4.12%
-$17,218.6 
QLD ProShares Ultra QQQ
-3.68%
-$20,358 
NVDA NVIDIA Corporation
-2.84%
-$13,531.32 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$28,383.76 
UPRO ProShares UltraPro S&P500
-2.28%
-$65,380.76 
CSCO Cisco Systems, Inc.
-2.19%
-$53,500.65 
GLD SPDR Gold Shares
-1.97%
-$20,016.21 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$180,821.67 
VUG Vanguard Growth ETF
-1.56%
-$46,714.26 
SSO ProShares Ultra S&P500
-1.49%
-$18,689.46 
AMZN Amazon.com Inc
-1.32%
-$43,959.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$21,557.22 
JPM JPMorgan Chase & Co.
-1.03%
-$8,012.04 
LHX L3Harris Technologies, Inc.
-0.87%
-$15,360.06 
PANW Palo Alto Networks, Inc.
-0.85%
-$23,810.91 
DDM ProShares Ultra Dow30
-0.83%
-$2,832.5 
XLC Communication Services Select Sector SPDR Fund
-0.8%
-$3,935.75 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$123,780.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$4,191.92 
SPYI NEOS S&P 500 High Income ETF
-0.6%
-$1,480.7 
IWM iShares Russell 2000 ETF
-0.35%
-$17,490.73 
IYF iShares U.S. Financials ETF
-0.32%
-$12,041.67 
XLI Industrial Select Sector SPDR Fund
-0.32%
-$6,691.21 
CBOE Cboe Global Markets Inc.
-0.26%
-$3,900.69 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.25%
-$11,427.67 
SCHW Charles Schwab Corporation
-0.16%
-$2,519.52 
BAC Bank of America Corporation
-0.02%
-$319.87 Events
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Dividends
Dividend Analysis
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| Trades 807 | Longs Won 412/807 51% | Profit Factor 5.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $292,106.54 |
| Average Win $84,965.23 | Best Trade (Jul 10) $7M | Sharpe Ratio -9.37 |
| Average Loss -$16,176.17 | Worst Trade (Dec 31) -$557,784.45 | Z-Score -4.85 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $35,459.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
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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