John Gallagher Portfolio
Invests via Gallagher Capital Advisors, LLC | Managed by John Gallagher
Invests via Gallagher Capital Advisors, LLC
Managed by John Gallagher
Automatically Tracked
John Gallagher Profile
Senior investment and operating executive focused on private equity-style value creation, capital markets execution and strategic M&A in mid-market sectors. John Gallagher is known for leading deal teams, driving portfolio company operational improvements and structuring complex financings for growth and carve-outs. Experienced in investor relations, board oversight and performance turnaround initiatives, with a background anchored in corporate finance and transactional advisory.
Senior investment and operating executive focused on private equity-style value creation, capital markets execution and strategic M&A in mid-market sectors. John Gallagher is known for leading deal teams, driving portfolio company operational improvements and structuring complex financings for growth and carve-outs. Experienced in investor relations, board oversight and performance turnaround initiatives, with a background anchored in corporate finance and transactional advisory.
Investment Philosophy & Strategy
Targets mid‑market control and growth equity situations where operational change and capital structure engineering unlock value. Prefers sectors amenable to margin expansion and carve-outs, deploying private equity-style playbooks: hands-on governance, KPI-driven operational programs, and selective add-on M&A. Capital allocation balances mezzanine and equity to preserve upside while managing downside via staged investments, active board oversight, and disciplined exit preparation over a 3–7 year horizon.
Targets mid‑market control and growth equity situations where operational change and capital structure engineering unlock value. Prefers sectors amenable to margin expansion and carve-outs, deploying private equity-style playbooks: hands-on governance, KPI-driven operational programs, and selective add-on M&A. Capital allocation balances mezzanine and equity to preserve upside while managing downside via staged investments, active board oversight, and disciplined exit preparation over a 3–7 year horizon.
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:
4.6%
Gain
Monthly
0.24%
Yearly
2.97%
Drawdown
20.36%
$180.41M
Equity
Holdings
$180.41M
Investment
$158.73M
$28.09M
Profit +$18,061.4
Realized
$6.4M
Unrealized
$21.68M
Dividends
$3.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$18,061.4
Win %
76%
This Week
Compared To Last Week
Gain
1.11%
Profit
$1.98M
Win %
76%
This Month
Compared to last month
Gain
2.66%
Profit
$4.67M
Win %
76%
This Year
Compared to last year
Gain
11.48%
Profit
$18.57M
Win %
75%
PSX Phillips 66
+2.88%
+$10,563.54 
ISRG Intuitive Surgical, Inc.
+2.86%
+$50,761.59 
VZ Verizon Communications Inc.
+2.67%
+$50,164.74 
COST Costco Wholesale Corporation
+2.54%
+$93,356.55 
XLP Consumer Staples Select Sector SPDR Fund
+2.43%
+$18,493.3 
HDV iShares Core High Dividend ETF
+2.21%
+$88,413.4 
V Visa Inc. Class A
+2%
+$78,622.27 
WMT Walmart Inc.
+1.96%
+$44,743.6 
PNNT PennantPark Investment Corporation
+1.93%
+$4,603.69 
IAT iShares U.S. Regional Banks ETF
+1.83%
+$11,249.55 
PG Procter & Gamble Co
+1.76%
+$3,714.03 
AAPL Apple Inc.
+1.68%
+$158,413.95 
VEEV Veeva Systems Inc.
+1.64%
+$16,959.5 
MSFT Microsoft Corp.
+1.63%
+$75,644.24 
NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$4,976.11 
USB U.S. Bancorp
+1.38%
+$13,766.04 
CVX Chevron Corporation
+1.24%
+$2,587.69 
SHOP Shopify Inc.
+1.18%
+$3,058.7 
PFE Pfizer Inc.
+0.99%
+$34,238.01 
UBER Uber Technologies, Inc.
+0.93%
+$10,692.67 
SCM Stellus Capital Investment Corporation
+0.91%
+$2,584 
LLY Eli Lilly and Company
+0.9%
+$18,847.46 
XOM Exxon Mobil Corporation
+0.9%
+$6,098.11 
COP ConocoPhillips
+0.85%
+$2,150.8 
GD General Dynamics Corporation
+0.83%
+$3,843 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$288,679.3 
BX Blackstone Inc.
+0.65%
+$20,793.48 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$20,524.56 
IYC iShares U.S. Consumer Discretionary ETF
+0.5%
+$5,404.51 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$2,915.82 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$9,816.34 
BRK-A Berkshire Hathaway Inc.
+0.38%
+$2,774.8 
VTV Vanguard Value ETF
+0.32%
+$767.19 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$17,103.67 
PLTR Palantir Technologies Inc.
+0.22%
+$2,371.91 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$24,251.28 
VB Vanguard Small-Cap ETF
+0.11%
+$351.11 
NFLX Netflix, Inc.
+0.07%
+$1,482.6 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMD Advanced Micro Devices, Inc.
-6.03%
-$61,848.43 
MS Morgan Stanley
-5.02%
-$115,372.29 
GS The Goldman Sachs Group, Inc.
-4.85%
-$16,769.98 
AVGO Broadcom Inc.
-4.59%
-$86,083.6 
GOOGL Alphabet Inc
-4.43%
-$94,776.66 
DELL Dell Technologies Inc.
-4.27%
-$47,775.93 
NVDA NVIDIA Corporation
-2.84%
-$251,101.26 
META Meta Platforms Inc Class A
-2.72%
-$71,318.27 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$7,570.64 
IYW iShares U.S. Technology ETF
-2.51%
-$162,453.48 
VUG Vanguard Growth ETF
-1.56%
-$46,040.22 
AMZN Amazon.com Inc
-1.32%
-$63,329.3 
SNOW Snowflake Inc.
-1.09%
-$33,157.08 
JPM JPMorgan Chase & Co.
-1.06%
-$42,388.93 
TSLA Tesla, Inc.
-1.05%
-$5,616.79 
IOO iShares Global 100 ETF
-1.04%
-$47,826.45 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$3,694.2 
VOO Vanguard S&P 500 ETF
-0.74%
-$4,456.53 
NOW ServiceNow, Inc.
-0.48%
-$9,294.52 
IDV iShares International Select Dividend ETF
-0.33%
-$13,476.82 
IYF iShares U.S. Financials ETF
-0.32%
-$2,750.51 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$565.11 
IEF iShares 7-10 Year Treasury Bond ETF
-0.07%
-$2,220.3 
LMT Lockheed Martin Corporation
-0.06%
-$605.62 
BAC Bank of America Corporation
-0.04%
-$270.65 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$27.09 Events
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Dividends
Dividend Analysis
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| Trades 380 | Longs Won 252/380 66% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,627.55 |
| Average Win $143,225.8 | Best Trade (Jul 16) $3.22M | Sharpe Ratio -11.26 |
| Average Loss -$62,559.02 | Worst Trade (Jul 16) -$1.8M | Z-Score 2.5 (98.76%) |
| Commissions $0 | Avg. Trade Length 9m 1w 2d | Expectancy $73,908.81 |
| 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 | 2,882 | 2,594 | 2,305 | 2,017 | 1,729 | 1,441 | 1,153 | 865 | 576 | 288 |
Hover over the desired column for a detailed explanation.
Returns
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