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:
30.87%
Gain -0.62%
Monthly
1.17%
Yearly
15.04%
Drawdown
19.09%
$129.72M
Equity
Holdings
$129.72M
Investment
$103.84M
$29.8M
Profit -$698,355.91
Realized
$3.92M
Unrealized
$25.88M
Dividends
$4.21M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$698,355.91
Win %
84%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$1.08M
Win %
84%
This Month
Compared to last month
Gain
-0.54%
Profit
-$698,355.91
Win %
84%
This Year
Compared to last year
Gain
1.03%
Profit
$1.32M
Win %
72%
AMD Advanced Micro Devices, Inc.
+6.5%
+$136,314.72 
STX Seagate Technology Holdings plc
+5.65%
+$328,353.42 
XSD SPDR S&P Semiconductor ETF
+1.72%
+$10,103.33 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$16,975.77 
VDE Vanguard Energy ETF
+1.38%
+$8,913.06 
LHX L3Harris Technologies, Inc.
+1.17%
+$21,376.45 
CVX Chevron Corporation
+1.16%
+$21,219.8 
CBOE Cboe Global Markets Inc.
+1.04%
+$15,979.44 
MO Altria Group, Inc.
+0.95%
+$1,977.79 
SCHW Charles Schwab Corporation
+0.94%
+$18,714.03 
TSLA Tesla, Inc.
+0.68%
+$1,180.41 
GLD SPDR Gold Shares
+0.63%
+$4,951.84 
BAC Bank of America Corporation
+0.62%
+$13,240.93 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$3,039.38 
IWM iShares Russell 2000 ETF
+0.52%
+$26,859.8 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$8,887.68 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$1,913.6 
KO The Coca-Cola Company
+0.33%
+$1,065.75 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.3%
+$3,132.32 
MNST Monster Beverage Corporation
+0.3%
+$5,836.04 
AFL Aflac Inc.
+0.29%
+$5,066.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$1,435.14 
CAT Caterpillar Inc.
+0.23%
+$1,150.5 
AAPL Apple Inc.
+0.22%
+$15,824.73 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$8,747.4 
PEP PepsiCo, Inc.
+0.12%
+$252.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$1,552.32 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.02%
+$1,046.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$819.32 
QQQI Neos NASDAQ-100 High Income ETF
+0.02%
+$38.84 
LLY Eli Lilly and Company
-2.38%
-$56,526.34 
CSCO Cisco Systems, Inc.
-1.58%
-$36,686.05 
TJX The TJX Companies, Inc.
-1.1%
-$19,519.4 
AMZN Amazon.com Inc
-0.94%
-$32,066.53 
UPRO ProShares UltraPro S&P500
-0.67%
-$16,717.94 
TGT Target Corporation
-0.66%
-$1,689.18 
JNJ Johnson & Johnson
-0.66%
-$12,909.09 
DE Deere & Company
-0.58%
-$9,495.75 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$9,494.6 
ABBV AbbVie Inc.
-0.54%
-$11,372.32 
FCX Freeport-McMoRan Inc.
-0.51%
-$2,174.98 
TQQQ ProShares UltraPro QQQ
-0.47%
-$1,326.96 
DUK Duke Energy Corporation
-0.46%
-$7,454.46 
SSO ProShares Ultra S&P500
-0.44%
-$5,955.84 
VUG Vanguard Growth ETF
-0.43%
-$13,771.68 
DDM ProShares Ultra Dow30
-0.41%
-$1,532.16 
O Realty Income Corporation
-0.33%
-$706.44 
MSFT Microsoft Corp.
-0.3%
-$10,641.27 
QLD ProShares Ultra QQQ
-0.3%
-$1,414 
GIAX Nicholas Global Equity and Income ETF
-0.25%
-$1,165.46 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$32,627.34 
IYF iShares U.S. Financials ETF
-0.16%
-$6,277.48 
SWK Stanley Black & Decker Inc.
-0.14%
-$388.08 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$13,546 
ROPE Coastal Compass 100 ETF
-0.12%
-$3,263.83 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$706.47 
VCR Vanguard Consumer Discretionary ETF
-0.09%
-$467.3 
JPM JPMorgan Chase & Co.
-0.07%
-$605.32 
NVDA NVIDIA Corporation
-0.06%
-$344.68 
SPYI NEOS S&P 500 High Income ETF
-0.04%
-$91.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$419.22 Events
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Dividends
Dividend Analysis
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| Trades 867 | Longs Won 509/867 58% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $258,053.57 |
| Average Win $72,788.76 | Best Trade (Aug 15) $5.43M | Sharpe Ratio -18.2 |
| Average Loss -$20,242.5 | Worst Trade (Dec 31) -$557,784.45 | Z-Score -0.83 (59.38%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $34,374.47 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,619 | $5.48M | $7.23M | - | $1.75M | 31.97% | +0.219% |
| ABBV AbbVie Inc. | 8,362 | $1.86M | $2.09M | - | $230,087.88 | 12.4% | -0.542% |
| AFL Aflac Inc. | 14,475 | $1.7M | $1.76M | - | $60,794.75 | 3.58% | +0.289% |
| AMD Advanced Micro Devices, Inc. | 4,344 | $928,840.9 | $2.23M | - | $1.31M | 140.57% | +6.497% |
| AMZN Amazon.com Inc | 12,930 | $2.54M | $3.4M | - | $852,966.64 | 33.54% | -0.935% |
| BAC Bank of America Corporation | 33,102 | $1.37M | $2.13M | - | $765,367.98 | 55.89% | +0.624% |
| BRK-B Berkshire Hathaway Inc. | 3,274 | $1.64M | $1.65M | - | $14,555.17 | 0.89% | -0.572% |
| CAT Caterpillar Inc. | 584 | $228,413.9 | $500,236.89 | - | $271,822.99 | 119% | +0.231% |
| CBOE Cboe Global Markets Inc. | 5,222 | $1.31M | $1.55M | - | $233,495.94 | 17.78% | +1.044% |
| CSCO Cisco Systems, Inc. | 20,495 | $1.41M | $2.29M | - | $878,416.04 | 62.28% | -1.578% |
| CVX Chevron Corporation | 9,226 | $1.38M | $1.85M | - | $469,443.51 | 34.12% | +1.163% |
| DDM ProShares Ultra Dow30 | 5,472 | $265,240.3 | $375,324.48 | - | $110,084.18 | 41.5% | -0.407% |
| DE Deere & Company | 2,690 | $1.71M | $1.64M | - | -$68,541.55 | -4.02% | -0.576% |
| DUK Duke Energy Corporation | 13,078 | $1.54M | $1.62M | - | $82,318.96 | 5.35% | -0.458% |
| FCX Freeport-McMoRan Inc. | 6,397 | $319,738.41 | $425,336.53 | - | $105,598.12 | 33.03% | -0.509% |
| GIAX Nicholas Global Equity and Income ETF | 27,749 | $486,167.13 | $458,413.48 | - | -$27,753.65 | -5.71% | -0.254% |
| GLD SPDR Gold Shares | 1,965 | $543,768.03 | $788,908.22 | - | $245,140.19 | 45.08% | +0.632% |
| ITA iShares U.S. Aerospace & Defense ETF | 4,809 | $887,314.31 | $1.22M | - | $330,420.67 | 37.24% | +1.414% |
| IWM iShares Russell 2000 ETF | 16,893 | $3.75M | $5.15M | - | $1.41M | 37.55% | +0.524% |
| IYF iShares U.S. Financials ETF | 28,534 | $3.51M | $3.95M | - | $436,969.03 | 12.45% | -0.159% |
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Option values are updated at end of day.
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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 - $886,231.7, JPMorgan Equity Premium Income Fund - $520,877.31, 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 $4.21M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $525,466.28, SPDR S&P 500 ETF Trust - $329,241.64, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $243,421.51, 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.
