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:
21.57%
Gain -0.02%
Monthly
0.61%
Yearly
7.59%
Drawdown
21.45%
$156.16M
Equity
Holdings
$156.16M
Investment
$135.76M
$21.83M
Profit -$45,541.62
Realized
$1.43M
Unrealized
$20.4M
Dividends
$19.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$45,541.62
Win %
72%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$1.02M
Win %
72%
This Month
Compared to last month
Gain
-0.03%
Profit
-$45,541.62
Win %
72%
This Year
Compared to last year
Gain
5.28%
Profit
$7.84M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.04M 
GOOGL Alphabet Inc
+6.73%
+$63,814.8 
VELO Velo3D, Inc.
+4.38%
+$4,781.68 
META Meta Platforms Inc Class A
+3.28%
+$53,057.65 
ARES Ares Management Corporation
+3.2%
+$13,339.19 
MSFT Microsoft Corp.
+3.02%
+$51,864.92 
HTGC Hercules Capital Inc.
+3.01%
+$57,587.52 
NVDA NVIDIA Corporation
+2.93%
+$116,975.2 
RDW Redwire Corporation
+1.77%
+$1,554.45 
HPE Hewlett Packard Enterprise Company
+1.61%
+$21,549.8 
HPQ HP Inc.
+1.53%
+$10,434.5 
PWR Quanta Services Inc.
+1.43%
+$27,896.15 
OWL Blue Owl Capital Inc.
+1.38%
+$3,869.74 
ASTS AST SpaceMobile, Inc.
+0.92%
+$5,185.62 
IBM International Business Machines Corporation
+0.86%
+$10,147.72 
TSLA Tesla, Inc.
+0.76%
+$3,266.21 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,479.01 
CAT Caterpillar Inc.
+0.7%
+$3,311.27 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,680.08 
MO Altria Group, Inc.
+0.57%
+$28,731.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$13,013.11 
OHI Omega Healthcare Investors Inc.
+0.46%
+$3,049.11 
AVGO Broadcom Inc.
+0.37%
+$2,576.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,159.18 
JPM JPMorgan Chase & Co.
+0.27%
+$2,971.34 
FSK FS KKR Capital Corp.
+0.1%
+$1,199.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$155.02 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
BACQ Bleichroeder Acquisition Corp.
0%
$0 
AAPL Apple Inc.
-7.35%
-$644,655.32 
RKT Rocket Companies, Inc. Class A
-2.71%
-$9,806.4 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$9,110.13 
NLY Annaly Capital Management, Inc.
-1.56%
-$115,391.88 
GLD SPDR Gold Shares
-1.49%
-$3,107.85 
NEE NextEra Energy, Inc.
-1.15%
-$3,997.58 
MCK McKesson Corporation
-1.08%
-$2,479.12 
BLK BlackRock, Inc.
-0.73%
-$3,559.08 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,883.55 
LLY Eli Lilly and Company
-0.53%
-$118,903.61 
BNL Broadstone Net Lease Inc.
-0.42%
-$77,608.44 
ARCC Ares Capital Corporation
-0.37%
-$66,888.36 
OBDC Blue Owl Capital Corporation
-0.37%
-$82,477.96 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$1,577.4 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,082.08 
COST Costco Wholesale Corporation
-0.24%
-$841.31 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,230.83 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$642.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$219.06 Events
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Dividends
Dividend Analysis
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| Trades 275 | Longs Won 187/275 68% | Profit Factor 2.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $688,294.56 |
| Average Win $178,186.26 | Best Trade (Aug 19) $9.62M | Sharpe Ratio -13.25 |
| Average Loss -$130,596.87 | Worst Trade (Aug 02) -$6.07M | Z-Score 7.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $79,375.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.41% |
| Consecutive Losing Trades | 1,196 | 1,077 | 957 | 837 | 718 | 598 | 478 | 359 | 239 | 120 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,291 | $5.19M | $8.12M | - | $2.93M | 56.44% | -7.354% |
| AMZN Amazon.com Inc | 28,943 | $5.51M | $7.86M | - | $2.35M | 42.73% | +15.321% |
| ARCC Ares Capital Corporation | 955,548 | $19.65M | $17.93M | - | -$1.73M | -8.79% | -0.372% |
| ARES Ares Management Corporation | 3,360 | $508,928.91 | $430,382.39 | - | -$78,546.52 | -15.43% | +3.199% |
| ASTS AST SpaceMobile, Inc. | 9,603 | $502,782.44 | $566,384.94 | - | $63,602.5 | 12.65% | +0.924% |
| AVGO Broadcom Inc. | 1,789 | $306,913.36 | $696,421.92 | - | $389,508.56 | 126.91% | +0.371% |
| BACQ Bleichroeder Acquisition Corp. | 23,135 | $248,007 | $248,007 | - | - | - | 0.0 |
| BLK BlackRock, Inc. | 446 | $457,279.58 | $486,313.94 | - | $29,034.36 | 6.35% | -0.727% |
| BNL Broadstone Net Lease Inc. | 862,316 | $14.89M | $18.46M | - | $3.57M | 24.01% | -0.419% |
| BRK-B Berkshire Hathaway Inc. | 9,763 | $3.84M | $4.99M | - | $1.16M | 30.16% | +0.365% |
| CAT Caterpillar Inc. | 584 | $334,407 | $475,849.04 | - | $141,442.04 | 42.3% | +0.701% |
| COST Costco Wholesale Corporation | 369 | $338,849.29 | $351,247.41 | - | $12,398.12 | 3.66% | -0.239% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 4,631 | $1.95M | $2.43M | - | $480,424.31 | 24.67% | +0.539% |
| 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 | $669,033.13 | - | $134,151.73 | 25.08% | -0.184% |
| FSK FS KKR Capital Corp. | 119,967 | $2.51M | $1.27M | - | -$1.24M | -49.42% | +0.095% |
| GLD SPDR Gold Shares | 553 | $219,159 | $205,461.63 | - | -$13,697.37 | -6.25% | -1.49% |
| GLXY Galaxy Digital Inc. Class A Common Stock | 17,863 | $394,559.02 | $375,301.63 | - | -$19,257.39 | -4.88% | -2.37% |
| GOOGL Alphabet Inc | 2,840 | $616,605.38 | $1.01M | - | $394,803.82 | 64.03% | +6.734% |
| HPE Hewlett Packard Enterprise Company | 28,355 | $486,876.65 | $1.36M | - | $871,327.85 | 178.96% | +1.612% |
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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 - $8.16M, Ares Capital Corporation - $4.41M, Broadstone Net Lease Inc - $2.57M, Enterprise Products Partners L.P - $1.58M, and Annaly Capital Management, Inc - $612,103.53. 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 - $170,528.57, 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 $19.82M earned over time. The largest contributors to dividend income include Blue Owl Capital Corporation - $8.52M, Ares Capital Corporation - $4.38M, Broadstone Net Lease Inc - $2.61M, Enterprise Products Partners L.P - $723,051.55, and Annaly Capital Management, Inc - $608,656.85. 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.
