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:
30.51%
Gain -0.09%
Monthly
1.09%
Yearly
13.94%
Drawdown
19.09%
$129.36M
Equity
Holdings
$129.36M
Investment
$103.84M
$29.44M
Profit -$95,382
Realized
$3.92M
Unrealized
$25.52M
Dividends
$4.53M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$95,382
Win %
78%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$1.55M
Win %
78%
This Month
Compared to last month
Gain
0.05%
Profit
$58,929.37
Win %
78%
This Year
Compared to last year
Gain
0.74%
Profit
$951,676.32
Win %
70%
LLY Eli Lilly and Company
+4.86%
+$115,130.42 
CBOE Cboe Global Markets Inc.
+2.37%
+$37,180.64 
SWK Stanley Black & Decker Inc.
+2.2%
+$5,516.28 
MNST Monster Beverage Corporation
+1.92%
+$35,433.1 
DDM ProShares Ultra Dow30
+1.64%
+$5,636.16 
ABBV AbbVie Inc.
+1.58%
+$37,461.68 
VCR Vanguard Consumer Discretionary ETF
+1.43%
+$6,757.05 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$7,494.62 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.33%
+$12,920.82 
O Realty Income Corporation
+1.32%
+$2,455.72 
LHX L3Harris Technologies, Inc.
+1.24%
+$18,704.28 
XLC Communication Services Select Sector SPDR Fund
+1.22%
+$6,458.4 
TJX The TJX Companies, Inc.
+1.2%
+$19,634.11 
MSFT Microsoft Corp.
+1.1%
+$42,349.1 
GLD SPDR Gold Shares
+1.09%
+$8,066.34 
IYF iShares U.S. Financials ETF
+1.07%
+$38,663.57 
RSP Invesco S&P 500 Equal Weight ETF
+1%
+$43,526.46 
PEP PepsiCo, Inc.
+0.98%
+$1,883.41 
ROPE Coastal Compass 100 ETF
+0.96%
+$25,929.24 
MO Altria Group, Inc.
+0.92%
+$2,153.25 
BAC Bank of America Corporation
+0.88%
+$14,895.9 
TGT Target Corporation
+0.86%
+$2,181.2 
KO The Coca-Cola Company
+0.85%
+$2,866.5 
JNJ Johnson & Johnson
+0.82%
+$15,520.96 
IWM iShares Russell 2000 ETF
+0.71%
+$32,687.96 
DE Deere & Company
+0.52%
+$9,011.5 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$22,743.24 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$7,481.12 
ITA iShares U.S. Aerospace & Defense ETF
+0.42%
+$4,159.74 
AFL Aflac Inc.
+0.35%
+$6,079.5 
AAPL Apple Inc.
+0.25%
+$20,548.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$761.45 
SSO ProShares Ultra S&P500
+0.06%
+$744.48 
DUK Duke Energy Corporation
+0.05%
+$850.07 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$6,992.13 
SPYI NEOS S&P 500 High Income ETF
+0.03%
+$68.78 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$517.44 
XLU Utilities Select Sector SPDR Fund
0%
$0 
STX Seagate Technology Holdings plc
-5.69%
-$255,960.41 
AMD Advanced Micro Devices, Inc.
-4.19%
-$103,865.08 
CSCO Cisco Systems, Inc.
-4.05%
-$94,277 
CAT Caterpillar Inc.
-2.85%
-$12,480.07 
XSD SPDR S&P Semiconductor ETF
-2.23%
-$11,820.17 
TQQQ ProShares UltraPro QQQ
-2.18%
-$5,952.89 
SCHW Charles Schwab Corporation
-2.13%
-$37,518.99 
TSLA Tesla, Inc.
-1.87%
-$3,502.91 
NVDA NVIDIA Corporation
-1.78%
-$9,675.66 
VDE Vanguard Energy ETF
-1.58%
-$11,123.77 
QLD ProShares Ultra QQQ
-1.35%
-$6,312.5 
CVX Chevron Corporation
-1.11%
-$22,695.9 
FCX Freeport-McMoRan Inc.
-0.88%
-$3,902.17 
GIAX Nicholas Global Equity and Income ETF
-0.74%
-$3,191.14 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$71,523.02 
QQQI Neos NASDAQ-100 High Income ETF
-0.62%
-$1,320.56 
JPM JPMorgan Chase & Co.
-0.53%
-$4,013.18 
VUG Vanguard Growth ETF
-0.5%
-$15,890.4 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.45%
-$21,984.69 
XLI Industrial Select Sector SPDR Fund
-0.3%
-$6,110.19 
AMZN Amazon.com Inc
-0.22%
-$7,111.53 
UPRO ProShares UltraPro S&P500
-0.17%
-$4,139.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.05%
-$838.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 867 | Longs Won 499/867 57% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $253,555.99 |
| Average Win $73,761.51 | Best Trade (Oct 14) $4.03M | Sharpe Ratio -18.2 |
| Average Loss -$20,030.84 | Worst Trade (Dec 31) -$557,784.45 | Z-Score -0.84 (60.01%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $33,951.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,619 | $5.48M | $8.12M | - | $2.65M | 48.32% | +0.254% |
| ABBV AbbVie Inc. | 8,362 | $1.86M | $2.41M | - | $552,024.8 | 29.74% | +1.58% |
| AFL Aflac Inc. | 14,475 | $1.7M | $1.72M | - | $19,975.25 | 1.18% | +0.355% |
| AMD Advanced Micro Devices, Inc. | 4,344 | $928,840.9 | $2.38M | - | $1.45M | 155.78% | -4.189% |
| AMZN Amazon.com Inc | 12,930 | $2.54M | $3.28M | - | $735,045.17 | 28.9% | -0.216% |
| BAC Bank of America Corporation | 33,102 | $1.37M | $1.72M | - | $346,627.68 | 25.31% | +0.876% |
| BRK-B Berkshire Hathaway Inc. | 3,274 | $1.64M | $1.73M | - | $95,111.97 | 5.81% | +0.434% |
| CAT Caterpillar Inc. | 584 | $228,413.9 | $424,924.24 | - | $196,510.34 | 86.03% | -2.853% |
| CBOE Cboe Global Markets Inc. | 5,222 | $1.31M | $1.61M | - | $293,287.79 | 22.34% | +2.37% |
| CSCO Cisco Systems, Inc. | 20,495 | $1.41M | $2.23M | - | $824,309.24 | 58.44% | -4.048% |
| CVX Chevron Corporation | 9,226 | $1.38M | $2.03M | - | $650,088.59 | 47.25% | -1.108% |
| DDM ProShares Ultra Dow30 | 5,472 | $265,240.3 | $349,387.2 | - | $84,146.9 | 31.72% | +1.64% |
| DE Deere & Company | 2,690 | $1.71M | $1.76M | - | $52,185.7 | 3.06% | +0.515% |
| DUK Duke Energy Corporation | 13,078 | $1.54M | $1.57M | - | $27,195.19 | 1.77% | +0.054% |
| FCX Freeport-McMoRan Inc. | 6,397 | $319,738.41 | $441,456.97 | - | $121,718.56 | 38.07% | -0.876% |
| GIAX Nicholas Global Equity and Income ETF | 27,749 | $486,167.13 | $427,473.34 | - | -$58,693.79 | -12.07% | -0.741% |
| GLD SPDR Gold Shares | 1,965 | $543,768.03 | $746,886.67 | - | $203,118.64 | 37.35% | +1.092% |
| ITA iShares U.S. Aerospace & Defense ETF | 4,809 | $887,314.31 | $986,349.94 | - | $99,035.63 | 11.16% | +0.424% |
| IWM iShares Russell 2000 ETF | 16,893 | $3.75M | $4.62M | - | $870,017.92 | 23.22% | +0.713% |
| IYF iShares U.S. Financials ETF | 28,534 | $3.51M | $3.66M | - | $148,633.25 | 4.24% | +1.068% |
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 John Quinn?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $3.77M, Advanced Micro Devices, Inc - $1.26M, SPDR S&P 500 ETF Trust - $926,250.34, JPMorgan Equity Premium Income Fund - $553,366.9, and The PNC Financial Services Group, Inc - $393,023.79. 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: RH - $597,815.77, Iron Mountain Inc - $578,904.08, United Parcel Service, Inc - $423,790.51, ONEOK, Inc - $414,839.71, and Copart Inc - $371,036.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Quinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.53M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $557,955.87, SPDR S&P 500 ETF Trust - $369,260.28, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $263,155.39, ONEOK, Inc - $184,132.28, and iShares Preferred and Income Securities ETF - $157,636.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Quinn's monthly returns?
John Quinn's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can John Quinn's strategy be considered aggressive or moderate?
John Quinn'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 John Quinn's strategy?
John Quinn'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.
