John Hayes Portfolio
Invests via LongView Wealth Management | Managed by John Hayes
Invests via LongView Wealth Management
Managed by John Hayes
Automatically Tracked
John Hayes Profile
Veteran finance executive and investor with operational and board experience across mid-market buyouts, growth equity and corporate finance. John Hayes brings expertise in capital raising, strategic M&A, portfolio value creation and CFO-level financial controls. Known for leading cross-border transactions, driving operational improvements and preparing companies for strategic exits, he is a frequent advisor to private equity sponsors and corporate boards.
Veteran finance executive and investor with operational and board experience across mid-market buyouts, growth equity and corporate finance. John Hayes brings expertise in capital raising, strategic M&A, portfolio value creation and CFO-level financial controls. Known for leading cross-border transactions, driving operational improvements and preparing companies for strategic exits, he is a frequent advisor to private equity sponsors and corporate boards.
Investment Philosophy & Strategy
Operates as a value-oriented investor focused on mid-market buyouts and growth equity, blending operational rigor with financial discipline. Prioritizes capital allocation that drives EBITDA expansion through strategic M&A, CFO-grade controls, and cross-border execution. Prefers controlling or influential minority positions with three- to seven-year horizons, disciplined leverage, active board engagement, and clear exit pathways via strategic sale or IPO. Sector focus on industrials, business services, and software-enabled services.
Operates as a value-oriented investor focused on mid-market buyouts and growth equity, blending operational rigor with financial discipline. Prioritizes capital allocation that drives EBITDA expansion through strategic M&A, CFO-grade controls, and cross-border execution. Prefers controlling or influential minority positions with three- to seven-year horizons, disciplined leverage, active board engagement, and clear exit pathways via strategic sale or IPO. Sector focus on industrials, business services, and software-enabled services.
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:
44.82%
Gain -0.78%
Monthly
1.22%
Yearly
15.66%
Drawdown
18.14%
$417.49M
Equity
Holdings
$417.49M
Investment
$339.84M
$101.33M
Profit -$2.44M
Realized
$17.39M
Unrealized
$83.93M
Dividends
$17.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$2.44M
Win %
80%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.78M
Win %
80%
This Month
Compared to last month
Gain
0.08%
Profit
$326,378.94
Win %
80%
This Year
Compared to last year
Gain
10.52%
Profit
$40.1M
Win %
80%
VLO Valero Energy Corporation
+3.13%
+$17,831.57 
CSCO Cisco Systems, Inc.
+2.08%
+$10,606.56 
BP BP p.l.c. Sponsored ADR
+2%
+$3,849.07 
CVX Chevron Corporation
+1.92%
+$6,184.64 
ABT Abbott Laboratories
+1.87%
+$7,875.45 
NGG National Grid plc Sponsored ADR
+1.79%
+$4,509.56 
COP ConocoPhillips
+1.66%
+$4,104.65 
MO Altria Group, Inc.
+1.62%
+$5,243.92 
AFL Aflac Inc.
+1.38%
+$50,486.69 
VDE Vanguard Energy ETF
+1.26%
+$2,916.89 
FENY Fidelity MSCI Energy Index ETF
+1.23%
+$4,436.64 
JNJ Johnson & Johnson
+1.23%
+$38,694.19 
XOM Exxon Mobil Corporation
+0.97%
+$23,710.56 
GLD SPDR Gold Shares
+0.94%
+$2,311.51 
GLDM SPDR Gold MiniShares Trust
+0.93%
+$2,725.82 
GE General Electric Company
+0.9%
+$3,279.78 
MSTR Strategy Inc.
+0.87%
+$1,656.4 
INSM Insmed Inc.
+0.8%
+$1,720 
WELL Welltower Inc.
+0.73%
+$8,178.67 
NSC Norfolk Southern Corporation
+0.62%
+$4,584.3 
ET Energy Transfer L.P.
+0.59%
+$3,385.44 
OKE ONEOK, Inc.
+0.56%
+$1,569.88 
EPD Enterprise Products Partners L.P.
+0.53%
+$2,023.6 
UPS United Parcel Service, Inc.
+0.46%
+$9,007.74 
SCHY Schwab International Dividend Equity ETF
+0.43%
+$27,912.92 
CAT Caterpillar Inc.
+0.35%
+$1,458.61 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$2,820.65 
TLH iShares 10-20 Year Treasury Bond ETF
+0.23%
+$1,122.17 
PSR Invesco Active U.S. Real Estate Fund
+0.16%
+$446.31 
DLR Digital Realty Trust, Inc.
+0.16%
+$1,219.64 
AMLP Alerian MLP ETF
+0.15%
+$482.55 
AAPL Apple Inc.
+0.14%
+$25,662.24 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$1,880.34 
FLDR Fidelity Low Duration Bond ETF
+0.12%
+$1,211.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$677.04 
CGCB Capital Group Core Bond ETF
+0.12%
+$2,880.16 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$212.55 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$395.06 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$176.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$1,676.71 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$212.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.07%
+$229.52 
FBND Fidelity Total Bond ETF
+0.07%
+$8,987.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.06%
+$333.48 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$187 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$1,185.09 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.04%
+$1,065.99 
IUSB iShares Core Universal USD Bond ETF
+0.04%
+$585.42 
ICSH iShares Short Treasury Bond ETF
+0.04%
+$1,650.1 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$98.22 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$95.72 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.04%
+$243.08 
ABBV AbbVie Inc.
+0.04%
+$788.18 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$409.82 
CGMU Capital Group Municipal Income ETF
+0.04%
+$1,386.64 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$67.29 
MBB iShares MBS ETF
+0.02%
+$197.74 
BPRE
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GMED Globus Medical Inc.
-4.83%
-$41,055 
KO The Coca-Cola Company
-3.96%
-$164,922.24 
LOW Lowe's Companies Inc.
-3.44%
-$8,128.42 
DAL Delta Air Lines, Inc.
-2.92%
-$13,968.13 
IBM International Business Machines Corporation
-2.91%
-$5,582.5 
META Meta Platforms Inc Class A
-2.79%
-$24,941.34 
SBUX Starbucks Corporation
-2.66%
-$10,474.56 
HD The Home Depot, Inc.
-2.63%
-$286,943.66 
TSLA Tesla, Inc.
-2.61%
-$18,866.12 
FAST Fastenal Co.
-2.53%
-$14,554.12 
BXC Bluelinx Holdings Inc.
-2.5%
-$12,234.14 
RF Regions Financial Corporation
-2.31%
-$5,440.5 
NVDA NVIDIA Corporation
-2.21%
-$89,720.53 
SMH VanEck Semiconductor ETF
-2.18%
-$6,517.11 
GOOG Alphabet Inc
-2.17%
-$33,659.13 
GOOGL Alphabet Inc
-2.17%
-$33,405.36 
MCD McDonald's Corporation
-2.1%
-$11,712.75 
DIS The Walt Disney Company
-2.05%
-$5,381.52 
SHW The Sherwin-Williams Company
-2.02%
-$5,721.98 
INTC Intel Corporation
-2%
-$7,577.64 
DXJ WisdomTree Japan Hedged Equity Fund
-2%
-$4,749.5 
TMO Thermo Fisher Scientific Inc.
-1.97%
-$5,097.97 
FCOM Fidelity MSCI Communication Services Index ETF
-1.93%
-$5,559.41 
MSFT Microsoft Corp.
-1.81%
-$64,420.72 
WMB The Williams Companies, Inc.
-1.81%
-$3,933.9 
V Visa Inc. Class A
-1.8%
-$8,218.43 
AXP American Express Company
-1.72%
-$16,918.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.7%
-$22,817 
PEP PepsiCo, Inc.
-1.66%
-$6,174.6 
TSCO Tractor Supply Company
-1.61%
-$2,481 
CGGR Capital Group Growth ETF
-1.56%
-$195,696.27 
PLTR Palantir Technologies Inc.
-1.53%
-$8,132.88 
MGK Vanguard Mega Cap Growth ETF
-1.53%
-$19,419.75 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$122,471 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$4,723.96 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$19,328.4 
VUG Vanguard Growth ETF
-1.49%
-$119,993.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.47%
-$30,104 
IEMG iShares Core MSCI Emerging Markets ETF
-1.45%
-$10,297.69 
MA Mastercard Incorporated
-1.44%
-$3,144.24 
IYW iShares U.S. Technology ETF
-1.43%
-$43,896.89 
TFC Truist Financial Corporation
-1.41%
-$3,996.75 
UTG Reaves Utility Income Fund
-1.32%
-$35,711.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.3%
-$64,240.65 
BAI iShares A.I. Innovation and Tech Active ETF
-1.3%
-$5,491.36 
ILCG iShares Morningstar Growth ETF
-1.28%
-$198,708.78 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$7,362.81 
GARP iShares MSCI USA Quality GARP ETF
-1.26%
-$22,528.09 
AKRE Akre Focus ETF
-1.25%
-$9,267.63 
ESGV Vanguard ESG U.S. Stock ETF
-1.22%
-$3,674.16 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.2%
-$3,350 
CGXU Capital Group International Focus Equity ETF
-1.19%
-$4,114 
OEF iShares S&P 100 ETF
-1.16%
-$5,830.79 
CGNG Capital Group New Geography Equity ETF
-1.1%
-$15,863.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-1.09%
-$4,571.78 
MGC Vanguard Mega Cap ETF
-1.09%
-$14,322.05 
XLK State Street Technology Select Sector SPDR ETF
-1.09%
-$6,704.82 
AMZN Amazon.com Inc
-1.06%
-$44,884.84 
CHD Church & Dwight Co., Inc.
-1.06%
-$11,797.8 
AMD Advanced Micro Devices, Inc.
-1.03%
-$4,724.15 
IVV iShares Core S&P 500 ETF
-1.02%
-$28,967.44 
IWB iShares Russell 1000 ETF
-1.02%
-$3,301.72 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.02%
-$3,722.15 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.02%
-$6,582.38 
SCHX Schwab U.S. Large-Cap ETF
-1.01%
-$125,431.2 
VOO Vanguard S&P 500 ETF
-1.01%
-$83,222.16 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.01%
-$10,987.05 
PG Procter & Gamble Co
-1%
-$9,504.56 
VGT Vanguard Information Technology ETF
-1%
-$3,784.81 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$2,801.11 
AVGO Broadcom Inc.
-0.97%
-$4,437 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$38,466.53 
CGUS Capital Group Core Equity ETF
-0.95%
-$29,188.32 
IOO iShares Global 100 ETF
-0.94%
-$4,429.11 
LMT Lockheed Martin Corporation
-0.93%
-$1,795.51 
CGDV Capital Group Dividend Value ETF
-0.91%
-$116,116.2 
FNCL Fidelity MSCI Financials Index ETF
-0.9%
-$7,404.42 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.89%
-$2,905.92 
BDYN iShares Dynamic Equity Active ETF
-0.87%
-$13,018.1 
DUK Duke Energy Corporation
-0.87%
-$8,590.98 
THRO iShares U.S. Thematic Rotation Active ETF
-0.87%
-$2,775.37 
VT Vanguard Total World Stock ETF
-0.86%
-$41,729.85 
XLF Financial Select Sector SPDR Fund
-0.86%
-$7,263.76 
BLCR iShares Large Cap Core ACT ETF
-0.84%
-$2,073.78 
CGGE Capital Group Global Equity ETF
-0.84%
-$36,386.59 
EPS WisdomTree U.S. LargeCap Fund
-0.83%
-$21,502.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$2,212.13 
SO The Southern Company
-0.8%
-$24,062.5 
AJG Arthur J. Gallagher & Co.
-0.79%
-$1,963.01 
VEU Vanguard FTSE All-World ex-US ETF
-0.79%
-$1,953.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.79%
-$6,266.51 
FDVV Fidelity High Dividend ETF
-0.78%
-$12,260.29 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$2,163.71 
T AT&T Inc.
-0.77%
-$5,482.16 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.76%
-$6,510.52 
DFAT Dimensional US Targeted Value ETF
-0.76%
-$2,430 
JEPI JPMorgan Equity Premium Income Fund
-0.76%
-$26,305.25 
CGGO Capital Group Global Growth Equity ETF
-0.74%
-$24,721.05 
CGIC Capital Group International Core Equity ETF
-0.73%
-$2,695.63 
XLP Consumer Staples Select Sector SPDR Fund
-0.72%
-$3,315.14 
FEGE First Eagle Global Equity ETF
-0.72%
-$6,865.2 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.71%
-$2,730.2 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.7%
-$2,893.06 
CGCV Capital Group Conservative Equity ETF
-0.69%
-$2,921.46 
LVHD Franklin U.S. Low Volatility ETF
-0.69%
-$2,976.93 
FELC Fidelity Enhanced Large Cap Core ETF
-0.68%
-$7,725.26 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.68%
-$5,039.3 
FESM Fidelity Enhanced Small Cap ETF
-0.67%
-$10,595.2 
GPC Genuine Parts Company
-0.67%
-$55,247.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.66%
-$2,977.68 
EFG iShares MSCI EAFE Growth ETF
-0.66%
-$2,561.6 
VZ Verizon Communications Inc.
-0.66%
-$1,955.18 
IDMO Invesco S&P International Developed Momentum ETF
-0.66%
-$8,473.14 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.66%
-$2,387.63 
AVUV Avantis U.S. Small Cap Value ETF
-0.65%
-$1,673.62 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.64%
-$4,583.28 
IWS iShares Russell Mid-Cap Value ETF
-0.64%
-$3,764.26 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$7,197.2 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.63%
-$1,564 
WMT Walmart Inc.
-0.62%
-$11,205.22 
FENI Fidelity Enhanced International ETF
-0.6%
-$10,365.32 
JPM JPMorgan Chase & Co.
-0.6%
-$6,069.99 
DGRO iShares Core Dividend Growth ETF
-0.59%
-$6,949.22 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$1,458 
RIO Rio Tinto Plc Sponsored ADR
-0.57%
-$3,727.36 
VB Vanguard Small-Cap ETF
-0.57%
-$27,257.24 
IWD iShares Russell 1000 Value ETF
-0.57%
-$5,755.79 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.57%
-$6,289.53 
IWP iShares Russell Mid-Cap Growth ETF
-0.56%
-$2,887.56 
VXF Vanguard Extended Market ETF
-0.56%
-$3,612.63 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.56%
-$7,964.1 
SCHV Schwab U.S. Large-Cap Value ETF
-0.56%
-$5,366.74 
USMV iShares MSCI USA Min Vol Factor ETF
-0.55%
-$4,631.14 
CGBL Capital Group Core Balanced ETF
-0.54%
-$52,866.6 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.54%
-$2,100.01 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$9,029.55 
PFD Flaherty & Crumrine Preferred and Income Fund
-0.52%
-$1,060.2 
IVE ISHARES S&P 500 VALUE ETF
-0.52%
-$5,012.48 
ADP Automatic Data Processing Inc.
-0.51%
-$1,649.83 
XMHQ Invesco S&P MidCap Quality ETF
-0.5%
-$2,467.53 
BEPC Brookfield Renewable Corporation
-0.5%
-$1,298.99 
MU Micron Technology, Inc.
-0.5%
-$3,319.25 
COST Costco Wholesale Corporation
-0.5%
-$4,065.51 
IUSV iShares Core S&P U.S. Value ETF
-0.48%
-$1,622.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$12,118.88 
FMDE Fidelity Enhanced Mid Cap ETF
-0.47%
-$20,570.35 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.47%
-$1,113.26 
RWL Invesco S&P 500 Revenue ETF
-0.47%
-$1,037 
VO Vanguard Mid-Cap ETF
-0.46%
-$22,282.88 
VBK Vanguard Small-Cap Growth ETF
-0.46%
-$2,379.5 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$11,856.65 
CGDG Capital Group Dividend Growers ETF
-0.45%
-$19,882.15 
RTX RTX Corporation
-0.44%
-$1,254.61 
MTUM iShares MSCI USA Momentum Factor ETF
-0.43%
-$3,340.93 
VTV Vanguard Value ETF
-0.43%
-$16,221.58 
VYM Vanguard High Dividend Yield ETF
-0.43%
-$7,715.69 
PCN PIMCO Corporate & Income Strategy Fund
-0.42%
-$2,250.25 
PKG Packaging Corporation of America
-0.41%
-$2,430.78 
XLI Industrial Select Sector SPDR Fund
-0.41%
-$4,970.51 
DVY iShares Select Dividend ETF
-0.39%
-$1,532.8 
SCHD Schwab U.S. Dividend Equity ETF
-0.39%
-$86,242.92 
HDV iShares Core High Dividend ETF
-0.39%
-$4,284.5 
BAC Bank of America Corporation
-0.36%
-$1,145.76 
BRK-A Berkshire Hathaway Inc.
-0.34%
-$2,500 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.33%
-$960.07 
REZ iShares Residential and Multisector Real Estate ETF
-0.32%
-$4,295.36 
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$1,068.11 
FHLC Fidelity MSCI Health Care Index ETF
-0.28%
-$1,176.12 
IEUR iShares Core MSCI Europe ETF
-0.23%
-$868.36 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$1,392.96 
DNP DNP Select Income Fund Inc.
-0.18%
-$299.38 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.17%
-$336.7 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$7,708.32 
IQLT iShares MSCI International Quality Factor ETF
-0.12%
-$6,903.84 
SIHY Harbor Scientific Alpha High-Yield ETF
-0.12%
-$392.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.09%
-$362 
IAGG iShares International Aggregate Bond Fund
-0.08%
-$171.4 
PFF iShares Preferred and Income Securities ETF
-0.07%
-$449.9 
BNDX Vanguard Total International Bond ETF
-0.06%
-$858.03 
O Realty Income Corporation
-0.06%
-$677.52 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$252.87 
BINC iShares Flexible Income Active ETF
-0.06%
-$325.92 
CWB SPDR Bloomberg Convertible Securities ETF
-0.05%
-$288.45 
INMU iShares Intermediate Muni Income Active ETF
-0.04%
-$588.98 
MUB iShares National Muni Bond ETF
-0.04%
-$455.72 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$158.6 Events
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Dividends
Dividend Analysis
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| Trades 1886 | Longs Won 1480/1886 78% | Profit Factor 19.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $264,989.8 |
| Average Win $72,144.93 | Best Trade (Jul 18) $7.5M | Sharpe Ratio -21.46 |
| Average Loss -$13,475.81 | Worst Trade (Sep 30) -$749,735.13 | Z-Score 27.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $53,726.05 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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