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
Automatically Tracked
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:
43.38%
Gain -0.51%
Monthly
1.25%
Yearly
16.04%
Drawdown
14.94%
$640.98M
Equity
Holdings
$640.98M
Investment
$535.16M
$137.53M
Profit -$2.18M
Realized
$31.71M
Unrealized
$105.82M
Dividends
$21.21M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$2.18M
Win %
69%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$4.36M
Win %
69%
This Month
Compared to last month
Gain
-0.34%
Profit
-$2.18M
Win %
69%
This Year
Compared to last year
Gain
1.69%
Profit
$10.59M
Win %
68%
AMD Advanced Micro Devices, Inc.
+6.5%
+$21,746.34 
STX Seagate Technology Holdings plc
+5.65%
+$54,985.92 
AMRX Amneal Pharmaceuticals Inc.
+5.1%
+$8,800 
GLW Corning Incorporated
+4.7%
+$27,416.07 
SOLV Solventum Corporation
+2.46%
+$8,394.33 
EPD Enterprise Products Partners L.P.
+2.31%
+$19,431.28 
ARLP Alliance Resource Partners, L.P.
+2.17%
+$636,439.68 
ADI Analog Devices, Inc.
+2.16%
+$17,475.72 
GE General Electric Company
+2.15%
+$30,750.98 
CHDN Churchill Downs Incorporated
+2.06%
+$129,880.59 
AMG Affiliated Managers Group Inc.
+1.98%
+$8,360.49 
DIS The Walt Disney Company
+1.96%
+$5,856.85 
JCI Johnson Controls International plc
+1.45%
+$4,553.01 
TNGY Tortoise Energy Fund, Inc.
+1.37%
+$14,208 
SCI Service Corporation International
+1.33%
+$3,721.83 
GEV GE Vernova Inc.
+1.32%
+$16,042.75 
CVX Chevron Corporation
+1.16%
+$59,657.4 
RTX RTX Corporation
+1.13%
+$2,846.07 
FCNCA First Citizens BancShares, Inc.
+1.02%
+$12,084.8 
NI NiSource Inc.
+1%
+$1,837.91 
CME CME Group Inc.
+0.97%
+$4,061.12 
MO Altria Group, Inc.
+0.95%
+$3,492.45 
DTE DTE Energy Company
+0.94%
+$2,433.98 
XOM Exxon Mobil Corporation
+0.94%
+$127,467.38 
SCHW Charles Schwab Corporation
+0.94%
+$16,097.84 
WFC Wells Fargo & Company
+0.81%
+$13,144.94 
UTG Reaves Utility Income Fund
+0.8%
+$6,700.16 
AMT American Tower Corporation
+0.8%
+$3,857.25 
HBAN Huntington Bancshares Incorporated
+0.79%
+$21,986.72 
DRI Darden Restaurants, Inc.
+0.79%
+$2,597.75 
PM Philip Morris International Inc.
+0.78%
+$8,311.68 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.72%
+$3,503.47 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$2,051.43 
UNH UnitedHealth Group Incorporated
+0.67%
+$7,083.54 
BAC Bank of America Corporation
+0.62%
+$15,224.55 
IAU iShares Gold Trust
+0.61%
+$2,042 
BA Boeing Company
+0.58%
+$1,598.62 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$86,443.86 
MKL Markel Group Inc.
+0.56%
+$17,934.5 
VZ Verizon Communications Inc.
+0.54%
+$6,123.26 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$354,875.76 
PAVE Global X U.S. Infrastructure Development ETF
+0.48%
+$3,575.88 
DVY iShares Select Dividend ETF
+0.45%
+$2,944.5 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.44%
+$2,056.6 
MA Mastercard Incorporated
+0.4%
+$3,244.5 
USB U.S. Bancorp
+0.38%
+$1,273.75 
ALL Allstate Corporation
+0.36%
+$3,320.99 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$1,045.6 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.35%
+$11,702.86 
D Dominion Energy, Inc.
+0.34%
+$761.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.34%
+$16,175.67 
KO The Coca-Cola Company
+0.33%
+$23,470.86 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$10,909.95 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$693 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$113,774.25 
RVT Royce Small-Cap Trust, Inc.
+0.32%
+$2,575.86 
MSI Motorola Solutions, Inc.
+0.32%
+$2,404.92 
AVDS Avantis International Small Cap Equity ETF
+0.3%
+$3,781.76 
WCMI First Trust WCM International Equity ETF
+0.3%
+$25,992.79 
PVAL Putnam Focused Large Cap Value ETF
+0.29%
+$755.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$972.72 
VO Vanguard Mid-Cap ETF
+0.26%
+$8,182.9 
FEX First Trust Large Cap Core Fund A
+0.26%
+$5,510.84 
VNQ Vanguard Real Estate ETF
+0.25%
+$835 
XEL Xcel Energy Inc.
+0.24%
+$678.49 
CAT Caterpillar Inc.
+0.23%
+$4,495.61 
AAPL Apple Inc.
+0.22%
+$13,138.7 
MRK Merck & Co., Inc.
+0.21%
+$11,729.34 
MCD McDonald's Corporation
+0.21%
+$2,604.16 
NEE NextEra Energy, Inc.
+0.21%
+$1,635.28 
TFC Truist Financial Corporation
+0.21%
+$3,406.2 
VTV Vanguard Value ETF
+0.2%
+$949.41 
PG Procter & Gamble Co
+0.2%
+$14,875.48 
AEP American Electric Power Company, Inc.
+0.17%
+$521.62 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,222 
HOMB Home BancShares Inc.
+0.13%
+$1,579.92 
MDLZ Mondelez International, Inc.
+0.13%
+$1,315.92 
PEP PepsiCo, Inc.
+0.12%
+$1,301.1 
LOW Lowe's Companies Inc.
+0.12%
+$392.75 
SYBT Stock Yards Bancorp Inc.
+0.09%
+$218.31 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.06%
+$560.45 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$410.15 
CSX CSX Corporation
+0.04%
+$694.64 
JAVA JPMorgan Active Value ETF
+0.04%
+$701.85 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$254.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$700.2 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$69.14 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$8,775.12 
SO The Southern Company
+0.01%
+$39.69 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IGT International Game Technology PLC
0%
$0 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
EAGL Eagle Capital Select Equity ETF
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$152,555.64 
AMAT Applied Materials, Inc.
-5.12%
-$29,877.11 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$17,880.72 
BX Blackstone Inc.
-3.61%
-$203,952.97 
PANW Palo Alto Networks, Inc.
-2.96%
-$24,152.09 
BN Brookfield Corporation
-2.79%
-$10,935.54 
PLTR Palantir Technologies Inc.
-2.78%
-$12,529.37 
KLAC KLA Corporation
-2.7%
-$6,073.75 
CRM Salesforce Inc
-2.56%
-$12,074.38 
LLY Eli Lilly and Company
-2.38%
-$31,810.49 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$4,329.45 
INTC Intel Corporation
-1.97%
-$12,788.48 
SCCO Southern Copper Corporation
-1.59%
-$3,531.45 
CSCO Cisco Systems, Inc.
-1.58%
-$4,485.74 
BRO Brown & Brown Inc.
-1.49%
-$23,299.25 
BLD TopBuild Corp
-1.45%
-$13,911.8 
EL The Estée Lauder Companies Inc. Class A
-1.4%
-$7,174.83 
UNP Union Pacific Corporation
-1.38%
-$25,075.23 
NKE Nike, Inc. - Class B
-1.21%
-$9,031.5 
IBM International Business Machines Corporation
-1.19%
-$29,387.12 
TJX The TJX Companies, Inc.
-1.1%
-$3,425.5 
UPS United Parcel Service, Inc.
-0.98%
-$12,105.6 
EDV Vanguard Extended Duration Treasury ETF
-0.98%
-$2,741.14 
AMZN Amazon.com Inc
-0.94%
-$34,784.62 
META Meta Platforms Inc Class A
-0.86%
-$3,210.23 
HD The Home Depot, Inc.
-0.83%
-$6,827.41 
MTD Mettler-Toledo International Inc.
-0.82%
-$3,146.32 
FLXS Flexsteel Industries, Inc.
-0.77%
-$1,862.19 
DELL Dell Technologies Inc.
-0.75%
-$1,805.6 
MCO Moody's Corporation
-0.71%
-$9,521.98 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.68%
-$9,225.19 
SHW The Sherwin-Williams Company
-0.68%
-$2,628.83 
JNJ Johnson & Johnson
-0.66%
-$33,822.78 
EMR Emerson Electric Co.
-0.63%
-$1,482.01 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$4,396.25 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$2,577.52 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$62,509.5 
TLH iShares 10-20 Year Treasury Bond ETF
-0.56%
-$6,036.12 
ABBV AbbVie Inc.
-0.54%
-$17,754.8 
DUK Duke Energy Corporation
-0.46%
-$5,854.47 
CGBL Capital Group Core Balanced ETF
-0.41%
-$843.52 
ETN Eaton Corporation plc
-0.4%
-$3,161.31 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$2,918.42 
BNDX Vanguard Total International Bond ETF
-0.4%
-$2,989.65 
WMT Walmart Inc.
-0.39%
-$7,591.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$2,018.02 
V Visa Inc. Class A
-0.36%
-$12,836.4 
IUSG iShares Core S&P U.S. Growth ETF
-0.35%
-$1,357.3 
AXP American Express Company
-0.34%
-$9,839.53 
MAS Masco Corporation
-0.34%
-$6,196.25 
O Realty Income Corporation
-0.33%
-$953.82 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.32%
-$1,418.39 
GS The Goldman Sachs Group, Inc.
-0.31%
-$12,605.51 
STWD Starwood Property Trust Inc.
-0.31%
-$925 
MSFT Microsoft Corp.
-0.3%
-$32,527.66 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$5,678.39 
MPC Marathon Petroleum Corporation
-0.27%
-$8,584.11 
CB Chubb Limited
-0.25%
-$1,563.46 
CATH Global X S&P 500 Catholic Values ETF
-0.25%
-$6,610.53 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$15,200.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$5,827.71 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$863.6 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,438.19 
VOO Vanguard S&P 500 ETF
-0.19%
-$71,085.38 
GLPI Gaming and Leisure Properties, Inc.
-0.18%
-$4,522 
IVV iShares Core S&P 500 ETF
-0.18%
-$122,810.57 
EQWL Invesco S&P 100 Equal Weight ETF
-0.18%
-$982.84 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$1,415.52 
GOOGL Alphabet Inc
-0.13%
-$3,156.52 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$28,516 
GOOG Alphabet Inc
-0.12%
-$8,103 
NFLX Netflix, Inc.
-0.1%
-$334.96 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$3,240 
RJF Raymond James Financial Inc.
-0.1%
-$608.97 
VPL Vanguard FTSE Pacific ETF
-0.09%
-$334.7 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,764.66 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,215.8 
JPM JPMorgan Chase & Co.
-0.07%
-$12,241.08 
MRVL Marvell Technology, Inc.
-0.07%
-$115.99 
NVDA NVIDIA Corporation
-0.06%
-$2,439.92 
CMI Cummins Inc.
-0.06%
-$479.47 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$270.1 
SCSB Sterling Capital Short Duration Bond ETF
-0.04%
-$390.21 
PFE Pfizer Inc.
-0.04%
-$139.41 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$134.22 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$1,243.52 
ABT Abbott Laboratories
-0.02%
-$45.16 Events
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Dividends
Dividend Analysis
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| Trades 1256 | Longs Won 773/1256 61% | Profit Factor 9.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $724,878.85 |
| Average Win $199,098.85 | Best Trade (Aug 15) $17.7M | Sharpe Ratio -9.61 |
| Average Loss -$33,895.25 | Worst Trade (Sep 01) -$1.66M | Z-Score 8.47 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $109,500 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,610 | $3.68M | $6M | - | $2.32M | 63.06% | +0.219% |
| ABBV AbbVie Inc. | 13,055 | $3.11M | $3.26M | - | $142,881.72 | 4.59% | -0.542% |
| ABT Abbott Laboratories | 2,258 | $204,891 | $251,202.5 | - | $46,311.5 | 22.6% | -0.018% |
| ADI Analog Devices, Inc. | 2,126 | $547,070.96 | $827,843.16 | - | $280,772.2 | 51.32% | +2.157% |
| AEP American Electric Power Company, Inc. | 2,371 | $260,301.5 | $297,797.6 | - | $37,496.1 | 14.4% | +0.175% |
| AGG iShares Core U.S. Aggregate Bond ETF | 27,751 | $2.76M | $2.71M | - | -$58,307.58 | -2.11% | -0.215% |
| ALL Allstate Corporation | 3,571 | $651,743.01 | $933,495.11 | - | $281,752.1 | 43.23% | +0.357% |
| AMAT Applied Materials, Inc. | 1,092 | $479,973 | $553,840.55 | - | $73,867.55 | 15.39% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 693 | $402,432 | $356,472.28 | - | -$45,959.72 | -11.42% | +6.497% |
| AMG Affiliated Managers Group Inc. | 1,150 | $226,286 | $430,525.5 | - | $204,239.5 | 90.26% | +1.98% |
| AMRX Amneal Pharmaceuticals Inc. | 10,000 | $60,600 | $181,500 | - | $120,900 | 199.5% | +5.096% |
| AMT American Tower Corporation | 2,775 | $464,085 | $487,234.5 | - | $23,149.5 | 4.99% | +0.798% |
| AMZN Amazon.com Inc | 14,026 | $2.96M | $3.68M | - | $721,593.41 | 24.36% | -0.935% |
| ARLP Alliance Resource Partners, L.P. | 1.18M | $29.52M | $29.96M | - | $442,628.34 | 1.5% | +2.17% |
| AVDS Avantis International Small Cap Equity ETF | 15,499 | $1.08M | $1.24M | - | $159,946.01 | 14.76% | +0.305% |
| AVEM Avantis Emerging Markets Equity ETF | 72,383 | $6.14M | $6.78M | - | $638,302.95 | 10.39% | -0.224% |
| AVGO Broadcom Inc. | 6,144 | $1.14M | $2.41M | - | $1.27M | 111.8% | -5.943% |
| AVUV Avantis U.S. Small Cap Value ETF | 120,060 | $12.36M | $15.46M | - | $3.1M | 25.08% | +0.562% |
| AXP American Express Company | 8,410 | $2.49M | $2.88M | - | $392,625.17 | 15.78% | -0.34% |
| BA Boeing Company | 1,193 | $185,816.55 | $276,382.31 | - | $90,565.76 | 48.74% | +0.582% |
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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 - $7.93M, iShares Core S&P Small-Cap ETF - $6.17M, iShares Core S&P 500 ETF - $6M, 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, Merck & Co., Inc - $211,505.46, Vanguard FTSE All-World ex-US ETF - $210,133.28, and LyondellBasell Industries N.V - $204,097.01. 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 $21.21M earned over time. The largest contributors to dividend income include Alliance Resource Partners, L.P - $6.77M, iShares Core S&P Small-Cap ETF - $1.7M, iShares Core S&P 500 ETF - $1.63M, Invesco S&P 500 Equal Weight ETF - $1.43M, and JPMorgan Chase & Co - $663,324.5. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
