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:
8.26%
Gain
Monthly
0.29%
Yearly
3.52%
Drawdown
21.84%
$515.06M
Equity
Holdings
$515.06M
Investment
$417.75M
$125.01M
Profit +$422,376.16
Realized
$27.7M
Unrealized
$97.31M
Dividends
$20.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$422,376.16
Win %
74%
This Week
Compared To Last Week
Gain
0.28%
Profit
$1.45M
Win %
74%
This Month
Compared to last month
Gain
0.21%
Profit
$1.08M
Win %
74%
This Year
Compared to last year
Gain
10.83%
Profit
$50.32M
Win %
75%
AMRX Amneal Pharmaceuticals Inc.
+4.91%
+$8,450 
CRM Salesforce Inc
+3.99%
+$15,881.27 
MDLZ Mondelez International, Inc.
+3.98%
+$14,281.02 
IBM International Business Machines Corporation
+3.73%
+$13,788.28 
NKE Nike, Inc. - Class B
+3.68%
+$11,905.42 
MRK Merck & Co., Inc.
+3.65%
+$24,448.71 
ZTS Zoetis Inc.
+3.6%
+$5,330.52 
O Realty Income Corporation
+3.48%
+$11,184.8 
ABBV AbbVie Inc.
+3.4%
+$26,633.55 
UPS United Parcel Service, Inc.
+3.36%
+$45,980.28 
UNP Union Pacific Corporation
+3.35%
+$59,265.78 
CMCSA Comcast Corp
+3%
+$6,449.34 
MPC Marathon Petroleum Corporation
+2.94%
+$68,471.32 
VZ Verizon Communications Inc.
+2.92%
+$25,758.31 
PEP PepsiCo, Inc.
+2.78%
+$13,051.74 
KO The Coca-Cola Company
+2.78%
+$159,116.07 
TJX The TJX Companies, Inc.
+2.72%
+$9,000.9 
UNH UnitedHealth Group Incorporated
+2.53%
+$27,099.81 
CSX CSX Corporation
+2.5%
+$39,518.76 
MCD McDonald's Corporation
+2.48%
+$11,646.47 
WMT Walmart Inc.
+2.47%
+$45,961.74 
MCO Moody's Corporation
+2.31%
+$7,722.33 
MAS Masco Corporation
+2.22%
+$42,878.05 
XLV Health Care Select Sector SPDR Fund
+2.2%
+$8,880.96 
LOW Lowe's Companies Inc.
+2.08%
+$6,235.99 
MSFT Microsoft Corp.
+2.06%
+$171,501.87 
V Visa Inc. Class A
+1.94%
+$66,647.1 
DIS The Walt Disney Company
+1.94%
+$5,356.12 
DRI Darden Restaurants, Inc.
+1.88%
+$6,193.44 
PG Procter & Gamble Co
+1.81%
+$41,719.56 
XLRE The Real Estate Select Sector SPDR Fund
+1.69%
+$49,727.32 
CB Chubb Limited
+1.43%
+$9,346.05 
CHDN Churchill Downs Incorporated
+1.37%
+$122,955.53 
CVX Chevron Corporation
+1.37%
+$50,507.68 
EPD Enterprise Products Partners L.P.
+1.36%
+$11,261.31 
MSI Motorola Solutions, Inc.
+1.32%
+$10,028.32 
LLY Eli Lilly and Company
+1.31%
+$10,937.57 
SHW The Sherwin-Williams Company
+1.3%
+$4,568.15 
USB U.S. Bancorp
+1.29%
+$4,124.52 
MKL Markel Group Inc.
+1.24%
+$13,988.52 
AVUV Avantis U.S. Small Cap Value ETF
+1.19%
+$134,548.28 
JNJ Johnson & Johnson
+1.15%
+$34,162.36 
AAPL Apple Inc.
+1.14%
+$71,416.56 
PFE Pfizer Inc.
+1.11%
+$3,769.97 
XOM Exxon Mobil Corporation
+1.1%
+$41,211.21 
HD The Home Depot, Inc.
+1.07%
+$9,298.62 
SO The Southern Company
+1.05%
+$2,354.17 
DUK Duke Energy Corporation
+1.02%
+$9,441.18 
NFLX Netflix, Inc.
+0.81%
+$2,347.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$357,357.94 
DTE DTE Energy Company
+0.73%
+$1,982.71 
BX Blackstone Inc.
+0.72%
+$23,010.12 
IVE ISHARES S&P 500 VALUE ETF
+0.72%
+$5,241.39 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$472,439.37 
XEL Xcel Energy Inc.
+0.67%
+$1,931.32 
VONV Vanguard Russell 1000 Value Index Fund
+0.66%
+$10,420.56 
APD Air Products and Chemicals, Inc.
+0.62%
+$1,571.08 
EAGL Eagle Capital Select Equity ETF
+0.55%
+$106,642.51 
WFC Wells Fargo & Company
+0.46%
+$2,070 
ARLP Alliance Resource Partners, L.P.
+0.45%
+$129,810.12 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$21,452.06 
NI NiSource Inc.
+0.42%
+$829.35 
VTV Vanguard Value ETF
+0.39%
+$1,752.24 
PVAL Putnam Focused Large Cap Value ETF
+0.33%
+$768.91 
JAVA JPMorgan Active Value ETF
+0.3%
+$5,464.73 
TNGY Tortoise Energy Fund, Inc.
+0.29%
+$2,880 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$91,862.84 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.26%
+$12,307.4 
AEP American Electric Power Company, Inc.
+0.25%
+$779.79 
ALL Allstate Corporation
+0.18%
+$1,656.6 
AXP American Express Company
+0.17%
+$2,165.3 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$386.43 
PLTR Palantir Technologies Inc.
+0.12%
+$408.8 
CME CME Group Inc.
+0.05%
+$235.17 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.04%
+$207.03 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$163.66 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$177.16 
AGG iShares Core U.S. Aggregate Bond ETF
0%
+$91.38 
BLD TopBuild Corp
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
GLW Corning Incorporated
-10.2%
-$65,413.83 
INTC Intel Corporation
-6.33%
-$40,175.62 
GE General Electric Company
-6.21%
-$88,590.32 
GS The Goldman Sachs Group, Inc.
-5.02%
-$75,660.2 
AVGO Broadcom Inc.
-4.43%
-$116,980.57 
CAT Caterpillar Inc.
-4.3%
-$88,689.35 
ETN Eaton Corporation plc
-4.26%
-$31,451.18 
CMI Cummins Inc.
-3.19%
-$30,685.76 
AMAT Applied Materials, Inc.
-3.06%
-$14,376.46 
GEV GE Vernova Inc.
-2.91%
-$36,318.1 
ADI Analog Devices, Inc.
-2.8%
-$25,953.28 
GOOGL Alphabet Inc
-2.74%
-$63,593.01 
NVDA NVIDIA Corporation
-2.71%
-$96,217.24 
GOOG Alphabet Inc
-2.67%
-$115,842.15 
XLK State Street Technology Select Sector SPDR ETF
-2.32%
-$16,073.98 
VPL Vanguard FTSE Pacific ETF
-2.15%
-$8,068.77 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$505,010.59 
META Meta Platforms Inc Class A
-1.92%
-$8,731.03 
DFAE Dimensional Emerging Core Equity Market ETF
-1.85%
-$16,640.91 
IAU iShares Gold Trust
-1.85%
-$5,758.44 
VONG Vanguard Russell 1000 Growth Fund
-1.82%
-$34,136.99 
UTG Reaves Utility Income Fund
-1.79%
-$15,248.97 
AVEM Avantis Emerging Markets Equity ETF
-1.72%
-$82,526.56 
CGXU Capital Group International Focus Equity ETF
-1.71%
-$21,129.62 
JCI Johnson Controls International plc
-1.57%
-$5,344.64 
RTX RTX Corporation
-1.37%
-$2,977.49 
AMG Affiliated Managers Group Inc.
-1.33%
-$5,801.75 
BA Boeing Company
-1.3%
-$3,350.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$5,975.94 
RJF Raymond James Financial Inc.
-1.15%
-$6,596.85 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$23,666.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.09%
-$4,086.07 
JPM JPMorgan Chase & Co.
-1.08%
-$169,067.95 
AMZN Amazon.com Inc
-0.94%
-$25,714.41 
AVDS Avantis International Small Cap Equity ETF
-0.85%
-$9,125.26 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$46,223.25 
BN Brookfield Corporation
-0.74%
-$2,728.11 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$5,417.19 
IVV iShares Core S&P 500 ETF
-0.55%
-$353,581.2 
VOO Vanguard S&P 500 ETF
-0.55%
-$111,948 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$11,882.08 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.51%
-$5,934.15 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.49%
-$1,225.98 
RVT Royce Small-Cap Trust, Inc.
-0.28%
-$2,146.55 
BAC Bank of America Corporation
-0.23%
-$5,286.26 
XLC Communication Services Select Sector SPDR Fund
-0.22%
-$663.46 
PAVE Global X U.S. Infrastructure Development ETF
-0.2%
-$1,387.24 
BNDX Vanguard Total International Bond ETF
-0.16%
-$1,180.12 
FEX First Trust Large Cap Core Fund A
-0.16%
-$3,193.4 
EDV Vanguard Extended Duration Treasury ETF
-0.15%
-$530.86 
VGLT Vanguard Long-Term Treasury Fund
-0.14%
-$1,042.12 
TLH iShares 10-20 Year Treasury Bond ETF
-0.09%
-$838.36 
PANW Palo Alto Networks, Inc.
-0.08%
-$480.6 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.05%
-$1,526.46 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$853.75 
VO Vanguard Mid-Cap ETF
-0.03%
-$831.8 
NEE NextEra Energy, Inc.
-0.03%
-$165.35 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$119.47 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$69.11 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$421.67 Events
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Dividends
Dividend Analysis
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| Trades 1086 | Longs Won 619/1086 56% | Profit Factor 13.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $744,273.25 |
| Average Win $218,269.51 | Best Trade (Jul 15) $16.05M | Sharpe Ratio -10.14 |
| Average Loss -$21,615.58 | Worst Trade (Jul 15) -$1.8M | Z-Score 1.12 (73.87%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $115,114.5 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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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Option values are updated at end of day.
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