John Bradford Surenkamp Portfolio
Invests via SAGE ADVISORS, LLC | Managed by John Bradford Surenkamp
Invests via SAGE ADVISORS, LLC
Managed by John Bradford Surenkamp
Automatically Tracked
John Bradford Surenkamp Profile
Experienced private equity and corporate finance professional focused on middle-market buyouts, operational improvements and portfolio company governance. John Bradford Surenkamp has held senior roles sourcing deals, leading due diligence and negotiating term sheets; background spans corporate strategy, turnaround situations and cross-border M&A. Often centers on industrials and services sectors; engages with LPs on fundraises and portfolio reporting. Known for hands-on value creation and disciplined capital allocation.
Experienced private equity and corporate finance professional focused on middle-market buyouts, operational improvements and portfolio company governance. John Bradford Surenkamp has held senior roles sourcing deals, leading due diligence and negotiating term sheets; background spans corporate strategy, turnaround situations and cross-border M&A. Often centers on industrials and services sectors; engages with LPs on fundraises and portfolio reporting. Known for hands-on value creation and disciplined capital allocation.
Investment Philosophy & Strategy
Pragmatic, value‑oriented private equity approach focused on middle‑market buyouts and turnaround situations. Emphasizes operational improvement, active governance and hands‑on portfolio management to drive EBITDA expansion and cash conversion. Prioritizes disciplined capital allocation, conservative leverage and clear exit pathways. Underwrites deals with sector expertise in industrials and services, favors cross‑border arbitrage opportunities and structured term sheets that align incentives between sponsors, management and LPs.
Pragmatic, value‑oriented private equity approach focused on middle‑market buyouts and turnaround situations. Emphasizes operational improvement, active governance and hands‑on portfolio management to drive EBITDA expansion and cash conversion. Prioritizes disciplined capital allocation, conservative leverage and clear exit pathways. Underwrites deals with sector expertise in industrials and services, favors cross‑border arbitrage opportunities and structured term sheets that align incentives between sponsors, management and LPs.
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:
17.51%
Gain +1.88%
Monthly
0.48%
Yearly
5.96%
Drawdown
21.45%
$151.83M
Equity
Holdings
$151.83M
Investment
$135.76M
$17.5M
Profit +$2.17M
Realized
$1.43M
Unrealized
$16.07M
Dividends
$21.71M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.88%
Profit
$2.17M
Win %
70%
This Week
Compared To Last Week
Gain
1.1%
Profit
$1.65M
Win %
70%
This Month
Compared to last month
Gain
1.32%
Profit
$1.98M
Win %
70%
This Year
Compared to last year
Gain
2.37%
Profit
$3.51M
Win %
70%
LLY Eli Lilly and Company
+4.8%
+$1.13M 
RKT Rocket Companies, Inc. Class A
+4.04%
+$11,577 
ASTS AST SpaceMobile, Inc.
+2.95%
+$11,955.74 
BLK BlackRock, Inc.
+2.52%
+$12,086.58 
OBDC Blue Owl Capital Corporation
+2.18%
+$453,628.78 
HTGC Hercules Capital Inc.
+2.14%
+$41,990.9 
NLY Annaly Capital Management, Inc.
+2.04%
+$118,597.21 
MCK McKesson Corporation
+2.03%
+$5,277.44 
ARCC Ares Capital Corporation
+1.88%
+$334,441.8 
IBM International Business Machines Corporation
+1.78%
+$21,517.65 
TLT iShares 20+ Year Treasury Bond ETF
+1.46%
+$8,120.15 
BNL Broadstone Net Lease Inc.
+1.31%
+$202,644.26 
FSK FS KKR Capital Corp.
+1.28%
+$16,195.55 
HPQ HP Inc.
+1.23%
+$9,543.75 
GLD SPDR Gold Shares
+1.12%
+$2,333.67 
OHI Omega Healthcare Investors Inc.
+1.12%
+$6,694.78 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.08%
+$5,577.16 
MSFT Microsoft Corp.
+0.87%
+$17,764.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.86%
+$20,654.26 
MO Altria Group, Inc.
+0.72%
+$39,045.1 
IEF iShares 7-10 Year Treasury Bond ETF
+0.66%
+$4,724.72 
GOOGL Alphabet Inc
+0.58%
+$5,736.77 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.5%
+$2,726.15 
COST Costco Wholesale Corporation
+0.45%
+$1,612.53 
RDW Redwire Corporation
+0.41%
+$362.7 
NEE NextEra Energy, Inc.
+0.4%
+$1,246.77 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,305.43 
ARES Ares Management Corporation
+0.19%
+$722.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$1,040.54 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$3,221.48 
AAPL Apple Inc.
+0.06%
+$5,258.46 
EPD Enterprise Products Partners L.P.
+0.06%
+$351.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$38.76 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
BACQ Bleichroeder Acquisition Corp.
0%
$0 
HPE Hewlett Packard Enterprise Company
-5.43%
-$97,257.65 
PWR Quanta Services Inc.
-4.32%
-$84,922.66 
GLXY Galaxy Digital Inc. Class A Common Stock
-4.29%
-$13,754.51 
CAT Caterpillar Inc.
-2.44%
-$10,669.67 
AVGO Broadcom Inc.
-1.73%
-$10,734 
NVDA NVIDIA Corporation
-1.59%
-$72,315.58 
TSLA Tesla, Inc.
-1.29%
-$6,560.16 
VELO Velo3D, Inc.
-1.14%
-$900.08 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$15,888.22 
OWL Blue Owl Capital Inc.
-0.46%
-$1,105.64 
JPM JPMorgan Chase & Co.
-0.38%
-$4,046.08 
META Meta Platforms Inc Class A
-0.36%
-$8,072.63 
AMZN Amazon.com Inc
-0.07%
-$5,499.23 Events
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Dividends
Dividend Analysis
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| Trades 275 | Longs Won 183/275 66% | Profit Factor 2.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $801,263.03 |
| Average Win $186,155.7 | Best Trade (Oct 15) $10.23M | Sharpe Ratio -13.25 |
| Average Loss -$180,048.76 | Worst Trade (Oct 14) -$7.09M | Z-Score 5.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $63,643.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.23% |
| Consecutive Losing Trades | 843 | 759 | 675 | 590 | 506 | 422 | 337 | 253 | 169 | 84 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,291 | $5.19M | $9.02M | - | $3.83M | 73.78% | +0.058% |
| AMZN Amazon.com Inc | 28,943 | $5.51M | $7.35M | - | $1.84M | 33.43% | -0.075% |
| ARCC Ares Capital Corporation | 955,548 | $19.65M | $18.1M | - | -$1.56M | -7.91% | +1.883% |
| ARES Ares Management Corporation | 3,360 | $508,928.91 | $378,688.8 | - | -$130,240.11 | -25.59% | +0.191% |
| ASTS AST SpaceMobile, Inc. | 9,603 | $502,782.44 | $416,626.15 | - | -$86,156.29 | -17.14% | +2.954% |
| AVGO Broadcom Inc. | 1,789 | $306,913.36 | $608,707.25 | - | $301,793.89 | 98.33% | -1.733% |
| BACQ Bleichroeder Acquisition Corp. | 23,135 | $248,007 | $248,007 | - | - | - | 0.0 |
| BLK BlackRock, Inc. | 446 | $457,279.58 | $490,996.94 | - | $33,717.36 | 7.37% | +2.524% |
| BNL Broadstone Net Lease Inc. | 862,316 | $14.89M | $15.72M | - | $836,797.13 | 5.62% | +1.306% |
| BRK-B Berkshire Hathaway Inc. | 9,763 | $3.84M | $5.16M | - | $1.32M | 34.41% | +0.356% |
| CAT Caterpillar Inc. | 584 | $334,407 | $426,734.64 | - | $92,327.64 | 27.61% | -2.439% |
| COST Costco Wholesale Corporation | 369 | $338,849.29 | $363,970.53 | - | $25,121.24 | 7.41% | +0.445% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 4,631 | $1.95M | $2.41M | - | $460,835.13 | 23.66% | +0.865% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 77,851 | $1.21M | $1.21M | - | - | - | 0.0 |
| EPD Enterprise Products Partners L.P. | 17,583 | $534,881.4 | $629,647.23 | - | $94,765.83 | 17.72% | +0.056% |
| FSK FS KKR Capital Corp. | 119,967 | $2.51M | $1.28M | - | -$1.23M | -48.92% | +1.281% |
| GLD SPDR Gold Shares | 553 | $219,159 | $210,256.13 | - | -$8,902.87 | -4.06% | +1.122% |
| GLXY Galaxy Digital Inc. Class A Common Stock | 17,863 | $394,559.02 | $306,529.08 | - | -$88,029.94 | -22.31% | -4.294% |
| GOOGL Alphabet Inc | 2,840 | $616,605.38 | $993,034.4 | - | $376,429.02 | 61.05% | +0.581% |
| HPE Hewlett Packard Enterprise Company | 28,355 | $486,876.65 | $1.69M | - | $1.21M | 247.57% | -5.435% |
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FAQ
Which stocks have generated the highest profits for John Bradford Surenkamp?
The largest contributions to the portfolio's profits come from the following stocks: Blue Owl Capital Corporation - $8.84M, Ares Capital Corporation - $4.87M, Broadstone Net Lease Inc - $2.83M, Enterprise Products Partners L.P - $1.58M, and Annaly Capital Management, Inc - $852,503.28. 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: FS KKR Capital Corp - $117,743.09, Old Dominion Freight Line, Inc - $89,400.84, Oracle Corporation - $74,528.12, Artisan Partners Asset Management Inc - $53,068.82, and Salesforce Inc - $33,090.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Bradford Surenkamp's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.71M earned over time. The largest contributors to dividend income include Blue Owl Capital Corporation - $9.2M, Ares Capital Corporation - $4.84M, Broadstone Net Lease Inc - $2.86M, Annaly Capital Management, Inc - $849,056.6, and Enterprise Products Partners L.P - $723,051.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Bradford Surenkamp's monthly returns?
John Bradford Surenkamp's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can John Bradford Surenkamp's strategy be considered aggressive or moderate?
John Bradford Surenkamp's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Bradford Surenkamp's strategy?
John Bradford Surenkamp's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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