JJT
John J. Terril Portfolio
Invests via TERRIL BROTHERS Inc. | Managed by David Carter
Invests via TERRIL BROTHERS Inc.
Managed by David Carter
Automatically Tracked
John J. Terril Profile
With extensive experience in corporate leadership and strategic growth initiatives, John J. Terril has significantly impacted the technology sector. He has successfully guided multiple firms through periods of transformation, leveraging his strong operational background to enhance business efficiency and market positioning. Known for fostering innovative solutions, he plays a pivotal role in driving product development that meets evolving consumer needs. As an influential figure within industry circles, he collaborates with emerging tech startups while maintaining a keen eye on market trends that inform investment opportunities.
With extensive experience in corporate leadership and strategic growth initiatives, John J. Terril has significantly impacted the technology sector. He has successfully guided multiple firms through periods of transformation, leveraging his strong operational background to enhance business efficiency and market positioning. Known for fostering innovative solutions, he plays a pivotal role in driving product development that meets evolving consumer needs. As an influential figure within industry circles, he collaborates with emerging tech startups while maintaining a keen eye on market trends that inform investment opportunities.
Investment Philosophy & Strategy
John J. Terril approaches investing through a lens of operational improvement and innovation, shaped by his vast experience in corporate leadership within the technology landscape. His focus centers on identifying transformational opportunities that leverage disruptive technologies to enhance value creation. By fostering strong collaborations with emerging tech ventures, he positions himself at the forefront of market dynamics while keeping an acute awareness of shifting consumer preferences. This commitment to driving progress enables him to make informed decisions that align strategic growth initiatives with long-term investment potential.
John J. Terril approaches investing through a lens of operational improvement and innovation, shaped by his vast experience in corporate leadership within the technology landscape. His focus centers on identifying transformational opportunities that leverage disruptive technologies to enhance value creation. By fostering strong collaborations with emerging tech ventures, he positions himself at the forefront of market dynamics while keeping an acute awareness of shifting consumer preferences. This commitment to driving progress enables him to make informed decisions that align strategic growth initiatives with long-term investment potential.
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:
16.67%
Gain -38.99%
Monthly
0.36%
Yearly
4.45%
Drawdown
39.48%
$383.61M
Equity
Holdings
$383.61M
Investment
$258.72M
$252.82M
Profit -$2.66M
Realized
$127.93M
Unrealized
$124.89M
Dividends
$155.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-38.99%
Profit
-$2.66M
Win %
77%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$2.04M
Win %
77%
This Month
Compared to last month
Gain
-0.55%
Profit
-$2.1M
Win %
77%
This Year
Compared to last year
Gain
6.17%
Profit
$22.28M
Win %
77%
LLY Eli Lilly and Company
+7.13%
+$56,542.33 
SII Sprott Inc.
+6.73%
+$17,498.25 
MSFT Microsoft Corp.
+5.71%
+$50,148.62 
PLTR Palantir Technologies Inc.
+5.28%
+$19,006.28 
TOST Toast Inc.
+5.08%
+$152,274.4 
JNJ Johnson & Johnson
+3.99%
+$38,435.4 
EQX Equinox Gold Corp.
+3.19%
+$13,275 
AAPL Apple Inc.
+3.14%
+$1.31M 
MOS Mosaic Company
+2.99%
+$502,212.75 
KO The Coca-Cola Company
+2.75%
+$16,714.23 
OR OR ROYALTIES INC COMMON STOCK
+2.51%
+$8,374 
AMZN Amazon.com Inc
+2.5%
+$16,926.42 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$28,351.05 
SOLV Solventum Corporation
+2.07%
+$555,831.57 
AVTR Avantor Inc.
+1.98%
+$2,160 
GMED Globus Medical Inc.
+1.89%
+$514,184 
V Visa Inc. Class A
+1.73%
+$5,904.16 
AMGN Amgen Inc.
+1.56%
+$3,856.99 
T AT&T Inc.
+1.34%
+$7,012.5 
AEP American Electric Power Company, Inc.
+1.23%
+$4,267.25 
SPLV Invesco S&P 500 Low Volatility ETF
+1.15%
+$18,992.24 
COST Costco Wholesale Corporation
+1.09%
+$3,162.1 
VZ Verizon Communications Inc.
+1.02%
+$324,384.6 
DUK Duke Energy Corporation
+1.01%
+$3,307.53 
AQN Algonquin Power & Utilities Corp.
+1.01%
+$3,379.68 
CLB Core Laboratories Inc.
+0.92%
+$1,660 
FFIN First Financial Bankshares Inc.
+0.86%
+$2,100 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.8%
+$161,527.52 
DIS The Walt Disney Company
+0.76%
+$181,059.51 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.65%
+$1,579.75 
KMI Kinder Morgan, Inc.
+0.55%
+$1,240.75 
WES Western Midstream Partners, LP
+0.54%
+$93,192.78 
EMO ClearBridge Energy Midstream Opportunity Fund Inc.
+0.3%
+$6,908.1 
TJX The TJX Companies, Inc.
+0.15%
+$581.26 
VUSB Vanguard Ultra-Short Bond ETF
+0.1%
+$285 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.08%
+$423 
PPL PPL Corporation
+0.05%
+$161 
CLIP Global X 1-3 Month T-Bill ETF
+0.05%
+$3,697.85 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$96 
EXE Expand Energy Corporation
+0.03%
+$81 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$1,248.85 
ABC AmerisourceBergen Corporation
0%
$0 
ASTL Algoma Steel Group Inc.
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
ETPRI
0%
$0 
L
0%
$0 
Q
0%
$0 
QCOM QUALCOMM Incorporated
-7.57%
-$446,687.71 
CAT Caterpillar Inc.
-5.63%
-$23,696.94 
CSCO Cisco Systems, Inc.
-4.37%
-$18,179.2 
PWR Quanta Services Inc.
-4.28%
-$23,040.02 
GEV GE Vernova Inc.
-3.71%
-$16,764.77 
INTC Intel Corporation
-3.42%
-$66,002.15 
MMM 3M Company
-2.36%
-$78,954.59 
C Citigroup Inc.
-2.22%
-$1.31M 
GOOG Alphabet Inc
-2.19%
-$43,552.5 
GOOGL Alphabet Inc
-1.84%
-$10,901.97 
JPM JPMorgan Chase & Co.
-1.81%
-$57,209.86 
AIA iShares Asia 50 ETF
-1.75%
-$2,661.73 
NVDA NVIDIA Corporation
-1.64%
-$5,360.72 
WWD Woodward Inc.
-1.1%
-$55,912 
WBD Warner Bros. Discovery, Inc.
-0.89%
-$179,987.04 
XOM Exxon Mobil Corporation
-0.73%
-$13,907.84 
EPD Enterprise Products Partners L.P.
-0.73%
-$1,775.25 
CZR Caesars Entertainment, Inc.
-0.72%
-$219,650.2 
GE General Electric Company
-0.64%
-$3,901.06 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.59%
-$2,316.07 
GLNG Golar LNG Ltd.
-0.58%
-$4,574.73 
BAC Bank of America Corporation
-0.53%
-$5,573.8 
BA Boeing Company
-0.4%
-$2,007.96 
FAX Abrdn Asia-Pacific Income Fund Inc
-0.21%
-$9,013.29 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$32.49 
WMT Walmart Inc.
-0.08%
-$658.8 
ET Energy Transfer L.P.
-0.05%
-$1,742.14 
BAC-PL Bank of America Corporation
-0.01%
-$64.17 Events
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Dividends
Dividend Analysis
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| Trades 1719 | Longs Won 993/1719 57% | Profit Factor 3.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $366,365.19 | Best Trade (Jun 28) $36.73M | Sharpe Ratio -23.91 |
| Average Loss -$152,864.21 | Worst Trade (Sep 29) -$6.36M | Z-Score -0.51 (38.82%) |
| Commissions $0 | Avg. Trade Length 2y 6m 3d | Expectancy $147,074.6 |
| 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% | 0.1% |
| Consecutive Losing Trades | 2,513 | 2,261 | 2,010 | 1,759 | 1,508 | 1,256 | 1,005 | 754 | 503 | 251 |
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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