Mary C. Johnston Portfolio
Invests via Atlanta Consulting Group Advisors, LLC | Managed by Kurt Hennek, Matthew Bauder, CFA, Michael Butkus, AIF, Michael Malloy, CFA, Robert A.A. Brewer, CRPC, AIF
Invests via Atlanta Consulting Group Advisors, LLC
Managed by Kurt Hennek, Matthew Bauder, CFA, Michael Butkus, AIF, Michael Malloy, CFA, Robert A.A. Brewer, CRPC, AIF
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Mary C. Johnston Profile
Seasoned corporate director and former C-suite executive focused on governance, capital markets and strategic M&A.
Mary C. Johnston blends operational leadership with board-level oversight, advising on risk management, shareholder engagement and growth transactions.
Relevant to investors for governance insight, capital allocation discipline and experience steering complex integrations and financing strategies.
Seasoned corporate director and former C-suite executive focused on governance, capital markets and strategic M&A.
Mary C. Johnston blends operational leadership with board-level oversight, advising on risk management, shareholder engagement and growth transactions.
Relevant to investors for governance insight, capital allocation discipline and experience steering complex integrations and financing strategies.
Investment Philosophy & Strategy
Governance-led investor prioritizing capital allocation discipline, long-term value creation and alignment between management and shareholders. Emphasizes rigorous due diligence on M&A and integration risks, conservative balance-sheet leverage, and clear exit pathways. Prefers high-quality businesses with durable cash flow where board influence can accelerate strategic repositioning, shareholder engagement and disciplined financing to preserve optionality across market cycles.
Governance-led investor prioritizing capital allocation discipline, long-term value creation and alignment between management and shareholders. Emphasizes rigorous due diligence on M&A and integration risks, conservative balance-sheet leverage, and clear exit pathways. Prefers high-quality businesses with durable cash flow where board influence can accelerate strategic repositioning, shareholder engagement and disciplined financing to preserve optionality across market cycles.
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:
42.12%
Gain +0.5%
Monthly
1.16%
Yearly
14.81%
Drawdown
14.96%
$636.91M
Equity
Holdings
$636.91M
Investment
$535.16M
$133.46M
Profit +$2.05M
Realized
$31.71M
Unrealized
$101.74M
Dividends
$23.06M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$2.05M
Win %
66%
This Week
Compared To Last Week
Gain
0.42%
Profit
$2.66M
Win %
66%
This Month
Compared to last month
Gain
2.22%
Profit
$13.8M
Win %
66%
This Year
Compared to last year
Gain
1.04%
Profit
$6.51M
Win %
66%
RTX RTX Corporation
+3.04%
+$6,492.24 
GE General Electric Company
+2.72%
+$33,770.5 
USB U.S. Bancorp
+2.51%
+$7,336.8 
NI NiSource Inc.
+2.41%
+$4,354.12 
JPM JPMorgan Chase & Co.
+2.4%
+$364,752.26 
PM Philip Morris International Inc.
+2.35%
+$26,367.18 
TFC Truist Financial Corporation
+2.33%
+$33,598.11 
PNC The PNC Financial Services Group, Inc.
+2.29%
+$5,702.28 
SCCO Southern Copper Corporation
+2.24%
+$5,344.58 
FCNCA First Citizens BancShares, Inc.
+2.08%
+$22,739.6 
WFC Wells Fargo & Company
+1.9%
+$29,066.98 
MDLZ Mondelez International, Inc.
+1.81%
+$18,751.88 
ALL Allstate Corporation
+1.76%
+$15,033.87 
HOMB Home BancShares Inc.
+1.72%
+$19,551.51 
PEP PepsiCo, Inc.
+1.71%
+$16,762.26 
MAS Masco Corporation
+1.67%
+$29,989.85 
PG Procter & Gamble Co
+1.6%
+$128,745.33 
AEP American Electric Power Company, Inc.
+1.59%
+$4,694.58 
KO The Coca-Cola Company
+1.56%
+$116,140.29 
TJX The TJX Companies, Inc.
+1.56%
+$4,543.82 
UPS United Parcel Service, Inc.
+1.54%
+$17,576.4 
LOW Lowe's Companies Inc.
+1.54%
+$4,736.56 
BAC Bank of America Corporation
+1.51%
+$29,687.58 
HBAN Huntington Bancshares Incorporated
+1.5%
+$36,121.04 
MSI Motorola Solutions, Inc.
+1.48%
+$11,075.7 
EPD Enterprise Products Partners L.P.
+1.46%
+$11,482.12 
AXP American Express Company
+1.44%
+$37,929.1 
HD The Home Depot, Inc.
+1.39%
+$10,313.18 
ARLP Alliance Resource Partners, L.P.
+1.39%
+$412,507.2 
JNJ Johnson & Johnson
+1.38%
+$68,428.5 
BA Boeing Company
+1.35%
+$3,030.22 
DIS The Walt Disney Company
+1.34%
+$4,242.65 
MKL Markel Group Inc.
+1.32%
+$42,231.61 
LLY Eli Lilly and Company
+1.31%
+$18,111.27 
AMT American Tower Corporation
+1.31%
+$6,590.62 
DUK Duke Energy Corporation
+1.25%
+$15,303.79 
SO The Southern Company
+1.18%
+$4,187.3 
D Dominion Energy, Inc.
+1.18%
+$2,450.88 
CVX Chevron Corporation
+1.13%
+$64,326.24 
DRI Darden Restaurants, Inc.
+1.11%
+$3,527.64 
AMG Affiliated Managers Group Inc.
+1.1%
+$4,852.99 
AVDS Avantis International Small Cap Equity ETF
+1.1%
+$13,174.15 
MMM 3M Company
+1.1%
+$36,978.76 
BRK-B Berkshire Hathaway Inc.
+1.08%
+$122,001.3 
NEE NextEra Energy, Inc.
+1.08%
+$7,722.25 
TNGY Tortoise Energy Fund, Inc.
+1.06%
+$11,510.4 
MO Altria Group, Inc.
+1.01%
+$4,196.59 
BRO Brown & Brown Inc.
+1%
+$14,807 
AAPL Apple Inc.
+0.98%
+$65,693.5 
O Realty Income Corporation
+0.96%
+$2,429.97 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$3,512.6 
ADI Analog Devices, Inc.
+0.92%
+$7,866.18 
DVY iShares Select Dividend ETF
+0.91%
+$5,729.76 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$54,714.88 
MRK Merck & Co., Inc.
+0.9%
+$52,984.26 
NKE Nike, Inc. - Class B
+0.89%
+$5,960.79 
WMT Walmart Inc.
+0.88%
+$17,545.84 
V Visa Inc. Class A
+0.88%
+$34,756.48 
SYBT Stock Yards Bancorp Inc.
+0.87%
+$1,828.43 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.87%
+$7,407.66 
XOM Exxon Mobil Corporation
+0.87%
+$130,033.82 
PAVE Global X U.S. Infrastructure Development ETF
+0.87%
+$5,874.66 
VZ Verizon Communications Inc.
+0.87%
+$9,067.14 
GS The Goldman Sachs Group, Inc.
+0.86%
+$30,237.9 
CHDN Churchill Downs Incorporated
+0.83%
+$48,616.5 
CSX CSX Corporation
+0.83%
+$14,066.46 
ABBV AbbVie Inc.
+0.83%
+$30,548.83 
DGRO iShares Core Dividend Growth ETF
+0.75%
+$2,997.2 
XEL Xcel Energy Inc.
+0.72%
+$1,928.34 
SCI Service Corporation International
+0.7%
+$1,894.44 
CB Chubb Limited
+0.69%
+$4,426.81 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.66%
+$14,004 
AVUV Avantis U.S. Small Cap Value ETF
+0.66%
+$94,847.4 
XLRE The Real Estate Select Sector SPDR Fund
+0.66%
+$20,001.58 
GLPI Gaming and Leisure Properties, Inc.
+0.65%
+$14,413.76 
DTE DTE Energy Company
+0.64%
+$1,532.85 
VTV Vanguard Value ETF
+0.64%
+$2,951.52 
EMR Emerson Electric Co.
+0.64%
+$1,467.76 
VNQ Vanguard Real Estate ETF
+0.63%
+$1,937.2 
GEV GE Vernova Inc.
+0.62%
+$6,704.8 
UNP Union Pacific Corporation
+0.59%
+$10,371.76 
SHW The Sherwin-Williams Company
+0.58%
+$2,086.97 
JAVA JPMorgan Active Value ETF
+0.56%
+$10,761.7 
UTG Reaves Utility Income Fund
+0.54%
+$3,978.22 
PVAL Putnam Focused Large Cap Value ETF
+0.52%
+$1,321.6 
IVE ISHARES S&P 500 VALUE ETF
+0.51%
+$3,842.96 
PFE Pfizer Inc.
+0.51%
+$2,091.15 
VONV Vanguard Russell 1000 Value Index Fund
+0.48%
+$9,556.58 
CMI Cummins Inc.
+0.48%
+$3,534.63 
JEPI JPMorgan Equity Premium Income Fund
+0.39%
+$2,687.18 
ABT Abbott Laboratories
+0.38%
+$903.2 
MA Mastercard Incorporated
+0.38%
+$3,359.85 
CAT Caterpillar Inc.
+0.37%
+$6,241.25 
CME CME Group Inc.
+0.35%
+$1,575.84 
VEU Vanguard FTSE All-World ex-US ETF
+0.34%
+$1,230.35 
JCI Johnson Controls International plc
+0.31%
+$945.95 
RJF Raymond James Financial Inc.
+0.3%
+$1,623.84 
VPL Vanguard FTSE Pacific ETF
+0.28%
+$1,037.57 
STWD Starwood Property Trust Inc.
+0.28%
+$647.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$129,433.02 
XLV Health Care Select Sector SPDR Fund
+0.26%
+$1,173.92 
IAU iShares Gold Trust
+0.22%
+$694.28 
EQWL Invesco S&P 100 Equal Weight ETF
+0.2%
+$1,105.65 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$130,613.99 
MCD McDonald's Corporation
+0.18%
+$1,930.7 
VO Vanguard Mid-Cap ETF
+0.12%
+$3,719.5 
SCSB Sterling Capital Short Duration Bond ETF
+0.12%
+$1,170.63 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$2,352.88 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.1%
+$426.98 
MCO Moody's Corporation
+0.1%
+$1,293.44 
CGBL Capital Group Core Balanced ETF
+0.09%
+$184.52 
EL The Estée Lauder Companies Inc. Class A
+0.08%
+$529.29 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$2,407.84 
MPC Marathon Petroleum Corporation
+0.06%
+$2,710.71 
NVDA NVIDIA Corporation
+0.06%
+$2,178.5 
MDY SPDR S&P MidCap 400 ETF Trust
+0.05%
+$108 
TLH iShares 10-20 Year Treasury Bond ETF
+0.05%
+$558.93 
AGG iShares Core U.S. Aggregate Bond ETF
+0.04%
+$1,110.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$328.12 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$138.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.04%
+$1,758.22 
EDV Vanguard Extended Duration Treasury ETF
+0.04%
+$92.92 
FEX First Trust Large Cap Core Fund A
+0.02%
+$398.8 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$5,688.71 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IGT International Game Technology PLC
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
0%
-$3.06 
EAGL Eagle Capital Select Equity ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-5.32%
-$27,133.7 
PANW Palo Alto Networks, Inc.
-5.3%
-$40,376.99 
STX Seagate Technology Holdings plc
-4.93%
-$35,993.76 
INTC Intel Corporation
-3.36%
-$19,896.64 
AMD Advanced Micro Devices, Inc.
-3.3%
-$12,862.07 
CRM Salesforce Inc
-3.18%
-$18,369 
PLTR Palantir Technologies Inc.
-3.06%
-$15,453.73 
KLAC KLA Corporation
-2.58%
-$4,837.51 
MRVL Marvell Technology, Inc.
-2.4%
-$4,194.13 
NFLX Netflix, Inc.
-2.11%
-$6,406.11 
GLW Corning Incorporated
-2.1%
-$10,708.76 
AMAT Applied Materials, Inc.
-2.08%
-$9,762.49 
DELL Dell Technologies Inc.
-1.99%
-$4,606.72 
AVGO Broadcom Inc.
-1.9%
-$40,243.2 
META Meta Platforms Inc Class A
-1.88%
-$8,696.49 
BLD TopBuild Corp
-1.45%
-$13,911.8 
UNH UnitedHealth Group Incorporated
-1.45%
-$15,679.26 
XLK State Street Technology Select Sector SPDR ETF
-1.34%
-$9,734.4 
GOOGL Alphabet Inc
-1.27%
-$30,398.66 
CSCO Cisco Systems, Inc.
-1.24%
-$3,408.16 
GOOG Alphabet Inc
-1.16%
-$80,799.03 
ETN Eaton Corporation plc
-0.86%
-$6,044.78 
MSFT Microsoft Corp.
-0.86%
-$102,197.7 
SOLV Solventum Corporation
-0.83%
-$2,876.93 
SCHW Charles Schwab Corporation
-0.83%
-$12,190.62 
BX Blackstone Inc.
-0.81%
-$33,676.71 
DFAE Dimensional Emerging Core Equity Market ETF
-0.74%
-$6,605.76 
VONG Vanguard Russell 1000 Growth Fund
-0.7%
-$13,658.83 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$44,153.63 
IBM International Business Machines Corporation
-0.65%
-$15,839.92 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$3,290.25 
IUSG iShares Core S&P U.S. Growth ETF
-0.61%
-$2,335.32 
IEMG iShares Core MSCI Emerging Markets ETF
-0.59%
-$131,172.46 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.59%
-$8,060.85 
XLC Communication Services Select Sector SPDR Fund
-0.51%
-$1,503.05 
RVT Royce Small-Cap Trust, Inc.
-0.5%
-$3,571.86 
WCMI First Trust WCM International Equity ETF
-0.37%
-$30,324.42 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.32%
-$1,389.63 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.31%
-$9,672.67 
MTD Mettler-Toledo International Inc.
-0.16%
-$699.49 
BN Brookfield Corporation
-0.11%
-$347.16 
CATH Global X S&P 500 Catholic Values ETF
-0.11%
-$2,853.11 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$2,334.42 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.1%
-$472.68 
BNDX Vanguard Total International Bond ETF
-0.09%
-$629.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.09%
-$236.28 
VRTX Vertex Pharmaceuticals Incorporated
-0.08%
-$162 
VOO Vanguard S&P 500 ETF
-0.08%
-$28,911.16 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$2,227.5 
IVV iShares Core S&P 500 ETF
-0.07%
-$46,376.28 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.07%
-$304.17 
CGXU Capital Group International Focus Equity ETF
-0.06%
-$799.48 
AMZN Amazon.com Inc
-0.05%
-$1,683.12 
FLXS Flexsteel Industries, Inc.
-0.05%
-$130.68 
VGLT Vanguard Long-Term Treasury Fund
-0.02%
-$133.22 
AMRX Amneal Pharmaceuticals Inc.
0%
-$1 Events
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Dividends
Dividend Analysis
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| Trades 1256 | Longs Won 756/1256 60% | Profit Factor 8.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,432.9 |
| Average Win $201,343.16 | Best Trade (Oct 15) $17.82M | Sharpe Ratio -9.57 |
| Average Loss -$37,519.01 | Worst Trade (Oct 15) -$1.95M | Z-Score 2.92 (99.65%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $106,254.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,610 | $3.68M | $6.77M | - | $3.09M | 84.07% | +0.98% |
| ABBV AbbVie Inc. | 13,055 | $3.11M | $3.73M | - | $616,516.99 | 19.8% | +0.826% |
| ABT Abbott Laboratories | 2,258 | $204,891 | $237,270.64 | - | $32,379.64 | 15.8% | +0.382% |
| ADI Analog Devices, Inc. | 2,126 | $547,070.96 | $866,663.9 | - | $319,592.94 | 58.42% | +0.916% |
| AEP American Electric Power Company, Inc. | 2,371 | $260,301.5 | $299,386.17 | - | $39,084.67 | 15.02% | +1.593% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,751 | $2.76M | $2.65M | - | -$114,642.11 | -4.15% | +0.042% |
| ALL Allstate Corporation | 3,571 | $651,743.01 | $870,645.51 | - | $218,902.5 | 33.59% | +1.757% |
| AMAT Applied Materials, Inc. | 1,092 | $479,973 | $459,808.44 | - | -$20,164.56 | -4.2% | -2.079% |
| AMD Advanced Micro Devices, Inc. | 693 | $402,432 | $376,763.31 | - | -$25,668.69 | -6.38% | -3.301% |
| AMG Affiliated Managers Group Inc. | 1,150 | $226,286 | $445,349 | - | $219,063 | 96.81% | +1.102% |
| AMRX Amneal Pharmaceuticals Inc. | 10,000 | $60,600 | $192,499 | - | $131,899 | 217.66% | -0.001% |
| AMT American Tower Corporation | 2,775 | $464,085 | $509,864.62 | - | $45,779.62 | 9.86% | +1.31% |
| AMZN Amazon.com Inc | 14,026 | $2.96M | $3.57M | - | $609,245.29 | 20.57% | -0.047% |
| ARLP Alliance Resource Partners, L.P. | 1.18M | $29.52M | $30.1M | - | $584,059.38 | 1.98% | +1.389% |
| AVDS Avantis International Small Cap Equity ETF | 15,499 | $1.08M | $1.21M | - | $125,631.22 | 11.6% | +1.102% |
| AVEM Avantis Emerging Markets Equity ETF | 72,383 | $6.14M | $6.5M | - | $358,180.74 | 5.83% | -0.675% |
| AVGO Broadcom Inc. | 6,144 | $1.14M | $2.08M | - | $935,310.85 | 82.04% | -1.902% |
| AVUV Avantis U.S. Small Cap Value ETF | 120,060 | $12.36M | $14.55M | - | $2.2M | 17.79% | +0.656% |
| AXP American Express Company | 8,410 | $2.49M | $2.68M | - | $189,944.09 | 7.64% | +1.437% |
| BA Boeing Company | 1,193 | $185,816.55 | $228,185.11 | - | $42,368.56 | 22.8% | +1.346% |
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FAQ
Which stocks have generated the highest profits for Mary C. Johnston?
The largest contributions to the portfolio's profits come from the following stocks: Alliance Resource Partners, L.P - $11.96M, Invesco S&P 500 Equal Weight ETF - $8.11M, iShares Core S&P Small-Cap ETF - $6.42M, iShares Core S&P 500 ETF - $6.19M, and iShares Core MSCI Emerging Markets ETF - $2.07M. 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: Churchill Downs Incorporated - $1.15M, BCE Inc - $240,249.09, Vanguard FTSE All-World ex-US ETF - $209,252.8, LyondellBasell Industries N.V - $204,097.01, and Comcast Corp - $196,508.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary C. Johnston's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.06M earned over time. The largest contributors to dividend income include Alliance Resource Partners, L.P - $6.77M, iShares Core S&P Small-Cap ETF - $1.95M, iShares Core S&P 500 ETF - $1.82M, Invesco S&P 500 Equal Weight ETF - $1.6M, and JPMorgan Chase & Co - $738,133.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary C. Johnston's monthly returns?
Mary C. Johnston'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 Mary C. Johnston's strategy be considered aggressive or moderate?
Mary C. Johnston'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 Mary C. Johnston's strategy?
Mary C. Johnston'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.
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