Barclay Douglas Jr Portfolio
Invests via Slocum, Gordon & Co LLP | Managed by Jeffrey L. Gordon, Michael P. Moeller
Invests via Slocum, Gordon & Co LLP
Managed by Jeffrey L. Gordon, Michael P. Moeller
Automatically Tracked
Barclay Douglas Jr Profile
Veteran private markets executive and investor with multi-decade experience in operational leadership, corporate strategy and buyout investing. Barclay Douglas Jr combines board-level governance, portfolio company value creation and capital formation expertise, focusing on industrials, business services and growth-stage opportunities. Known for hands-on turnaround work, deal sourcing and syndication with limited partner relationships across pension, family office and institutional channels.
Veteran private markets executive and investor with multi-decade experience in operational leadership, corporate strategy and buyout investing. Barclay Douglas Jr combines board-level governance, portfolio company value creation and capital formation expertise, focusing on industrials, business services and growth-stage opportunities. Known for hands-on turnaround work, deal sourcing and syndication with limited partner relationships across pension, family office and institutional channels.
Investment Philosophy & Strategy
Prioritizes control-oriented private markets investing that couples operational playbooks with disciplined capital allocation to drive industrials, business services and growth-stage outcomes. Favors buyouts and turnaround situations where board influence and hands-on governance unlock EBITDA improvement and multiple expansion. Investment horizon is medium-to-long term, targeting measurable operational KPIs, staged capital deployment, syndication with trusted LPs, and downside protection through conservative leverage and active portfolio management.
Prioritizes control-oriented private markets investing that couples operational playbooks with disciplined capital allocation to drive industrials, business services and growth-stage outcomes. Favors buyouts and turnaround situations where board influence and hands-on governance unlock EBITDA improvement and multiple expansion. Investment horizon is medium-to-long term, targeting measurable operational KPIs, staged capital deployment, syndication with trusted LPs, and downside protection through conservative leverage and active portfolio management.
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:
34.44%
Gain +0.33%
Monthly
0.46%
Yearly
5.71%
Drawdown
16.34%
$155.33M
Equity
Holdings
$155.33M
Investment
$124.81M
$21.26M
Profit +$545,029.62
Realized
-$9.26M
Unrealized
$30.52M
Dividends
$16.92M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$545,029.62
Win %
75%
This Week
Compared To Last Week
Gain
1.79%
Profit
$2.73M
Win %
75%
This Month
Compared to last month
Gain
3.29%
Profit
$4.95M
Win %
75%
This Year
Compared to last year
Gain
2.79%
Profit
$4.26M
Win %
73%
MRNA Moderna, Inc.
+5.04%
+$34,230 
AMGN Amgen Inc.
+3.45%
+$8,261.41 
HD The Home Depot, Inc.
+3.35%
+$15,701.4 
WY Weyerhaeuser Company
+3.31%
+$43,808.12 
SBUX Starbucks Corporation
+3.01%
+$104,640.52 
BMY Bristol-Myers Squibb Company
+2.82%
+$6,088.82 
IBM International Business Machines Corporation
+2.14%
+$36,678.08 
RVTY Revvity Inc.
+2.12%
+$7,542.05 
T AT&T Inc.
+2.1%
+$45,877.12 
WMT Walmart Inc.
+2.01%
+$25,828.05 
BDX Becton, Dickinson and Company
+1.97%
+$34,664.85 
MCD McDonald's Corporation
+1.75%
+$61,145.19 
ABBV AbbVie Inc.
+1.67%
+$95,080.77 
UL Unilever PLC Sponsored American Depositary Receipt
+1.64%
+$60,799.14 
ECL Ecolab Inc.
+1.61%
+$3,700.8 
ABT Abbott Laboratories
+1.58%
+$6,205.41 
AXP American Express Company
+1.55%
+$3,424.85 
LMT Lockheed Martin Corporation
+1.49%
+$27,754.44 
PFE Pfizer Inc.
+1.35%
+$34,955.13 
TRV The Travelers Companies, Inc.
+1.28%
+$5,663.49 
BAC Bank of America Corporation
+1.13%
+$2,071.18 
GLD SPDR Gold Shares
+1.12%
+$12,961.2 
IRT Independence Realty Trust Inc.
+1.09%
+$14,256.16 
MSFT Microsoft Corp.
+1.02%
+$18,043.18 
DD DuPont de Nemours, Inc.
+0.85%
+$2,585.3 
PG Procter & Gamble Co
+0.85%
+$63,567.35 
VZ Verizon Communications Inc.
+0.83%
+$42,885.59 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.79%
+$9,839.88 
MRK Merck & Co., Inc.
+0.77%
+$105,294.53 
MO Altria Group, Inc.
+0.7%
+$1,479 
CSX CSX Corporation
+0.69%
+$1,423.75 
NEE NextEra Energy, Inc.
+0.67%
+$53,253.9 
KO The Coca-Cola Company
+0.65%
+$1,686.6 
GE General Electric Company
+0.65%
+$18,417.91 
UNP Union Pacific Corporation
+0.64%
+$8,532.03 
VYMI Vanguard International High Dividend Yield Index Fund
+0.63%
+$11,785.6 
MMM 3M Company
+0.56%
+$3,315.05 
JNJ Johnson & Johnson
+0.55%
+$59,697.04 
EWA iShares MSCI Australia ETF
+0.54%
+$18,073.15 
COST Costco Wholesale Corporation
+0.52%
+$4,895.82 
TIP iShares TIPS Bond ETF
+0.5%
+$22,012.64 
AAPL Apple Inc.
+0.4%
+$9,298.51 
GOOGL Alphabet Inc
+0.38%
+$1,180.31 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$1,862 
FE FirstEnergy Corp.
+0.14%
+$6,970.6 
IVV iShares Core S&P 500 ETF
+0.09%
+$280.5 
D Dominion Energy, Inc.
+0.03%
+$203.04 
AMZN Amazon.com Inc
+0.02%
+$114.56 
CL Colgate-Palmolive Company
+0.01%
+$33.6 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
SNDK SanDisk Corporation
-4.42%
-$18,610.5 
GLW Corning Incorporated
-4.19%
-$8,850 
INTC Intel Corporation
-4.09%
-$6,022.5 
WMB The Williams Companies, Inc.
-3.87%
-$98,820.57 
CAT Caterpillar Inc.
-3%
-$33,787.44 
GEV GE Vernova Inc.
-2.95%
-$63,643.98 
PM Philip Morris International Inc.
-2.52%
-$8,362.8 
MOG-A Moog Inc.
-1.73%
-$4,006.25 
XOM Exxon Mobil Corporation
-1.35%
-$158,280.14 
KMI Kinder Morgan, Inc.
-1.29%
-$17,029.72 
AEP American Electric Power Company, Inc.
-1.19%
-$95,381 
CVX Chevron Corporation
-1.14%
-$6,130.7 
OXY Occidental Petroleum Corporation
-1.07%
-$21,216.96 
EWJ iShares MSCI Japan ETF
-0.78%
-$23,377.5 
HEFT Hedgeye Fourth Turning ETF
-0.57%
-$1,368.63 
EPD Enterprise Products Partners L.P.
-0.27%
-$588 
JPM JPMorgan Chase & Co.
-0.25%
-$9,187.31 
LECO Lincoln Electric Holdings, Inc.
-0.08%
-$210 
COP ConocoPhillips
-0.07%
-$2,528.79 
DUK Duke Energy Corporation
0%
-$139.12 Events
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Dividends
Dividend Analysis
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| Trades 874 | Longs Won 545/874 62% | Profit Factor 1.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $485,666.1 |
| Average Win $94,166.73 | Best Trade (Oct 15) $3.43M | Sharpe Ratio -12.75 |
| Average Loss -$91,371.56 | Worst Trade (Dec 31) -$8.94M | Z-Score -1.64 (90.93%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $24,324.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.41% |
| Consecutive Losing Trades | 1,701 | 1,531 | 1,361 | 1,190 | 1,020 | 850 | 680 | 510 | 340 | 170 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,738 | $1.22M | $2.32M | - | $1.1M | 90.7% | +0.402% |
| ABBV AbbVie Inc. | 20,187 | $3.26M | $5.78M | - | $2.52M | 77.34% | +1.672% |
| ABT Abbott Laboratories | 3,807 | $418,899.56 | $398,212.2 | - | -$20,687.36 | -4.94% | +1.583% |
| AEP American Electric Power Company, Inc. | 63,800 | $6.06M | $7.95M | - | $1.89M | 31.26% | -1.185% |
| AMGN Amgen Inc. | 562 | $203,511 | $247,735.22 | - | $44,224.22 | 21.73% | +3.45% |
| AMZN Amazon.com Inc | 2,864 | $445,171.08 | $727,799.68 | - | $282,628.6 | 63.49% | +0.016% |
| AXP American Express Company | 718 | $242,864 | $223,814.96 | - | -$19,049.04 | -7.84% | +1.554% |
| BAC Bank of America Corporation | 3,571 | $203,476 | $185,584.87 | - | -$17,891.13 | -8.79% | +1.129% |
| BDX Becton, Dickinson and Company | 9,306 | $1.42M | $1.79M | - | $372,649.46 | 26.25% | +1.972% |
| BHLB Berkshire Hills Bancorp Inc | 9,696 | $229,892 | $229,892 | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 3,646 | $221,130 | $222,223.7 | - | $1,093.7 | 0.49% | +2.817% |
| BRK-B Berkshire Hathaway Inc. | 1,186 | $414,710.69 | $626,113.1 | - | $211,402.41 | 50.98% | +0.298% |
| CAT Caterpillar Inc. | 1,503 | $547,334.7 | $1.09M | - | $544,594.8 | 99.5% | -3.001% |
| CL Colgate-Palmolive Company | 3,360 | $305,454.88 | $311,774.4 | - | $6,319.52 | 2.07% | +0.011% |
| COP ConocoPhillips | 24,109 | $2.29M | $3.43M | - | $1.14M | 49.76% | -0.074% |
| COST Costco Wholesale Corporation | 967 | $834,284.84 | $954,489.82 | - | $120,204.98 | 14.41% | +0.516% |
| CSX CSX Corporation | 4,250 | $202,003 | $206,613.75 | - | $4,610.75 | 2.28% | +0.694% |
| CVX Chevron Corporation | 2,428 | $404,739.08 | $532,982.42 | - | $128,243.34 | 31.69% | -1.137% |
| D Dominion Energy, Inc. | 10,152 | $594,850.36 | $637,748.64 | - | $42,898.28 | 7.21% | +0.032% |
| DD DuPont de Nemours, Inc. | 2,361 | $320,246 | $305,926.57 | - | -$14,319.43 | -4.47% | +0.852% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Barclay Douglas Jr?
The largest contributions to the portfolio's profits come from the following stocks: Vistra Corp - $2.68M, AbbVie Inc - $1.76M, PPL Corporation - $1.51M, NextEra Energy, Inc - $1.48M, and Verizon Communications Inc - $1.38M. 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: Revvity Inc - $8.99M, The Southern Company - $6.44M, Pfizer Inc - $1.51M, Devon Energy Corporation - $924,548.59, and Walgreens Boots Alliance Inc - $544,207.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barclay Douglas Jr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.92M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.32M, Merck & Co., Inc - $1.21M, Exxon Mobil Corporation - $1.03M, American Electric Power Company, Inc - $981,591.95, and Johnson & Johnson - $939,071.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barclay Douglas Jr's monthly returns?
Barclay Douglas Jr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Barclay Douglas Jr's strategy be considered aggressive or moderate?
Barclay Douglas Jr'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 Barclay Douglas Jr's strategy?
Barclay Douglas Jr'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.
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