John R. Hanahan Portfolio
Invests via Yukon Wealth Management Inc. | Managed by John R. Hanahan
Invests via Yukon Wealth Management Inc.
Managed by John R. Hanahan
Automatically Tracked
Veteran healthcare and life-sciences executive focused on biotech strategy, corporate governance and commercialization planning for specialty pharma and diagnostics. John R. Hanahan served in senior operating and board roles across clinical development and market access, advising capital raises, licensing and M&A for growth-stage companies. Known for bridging R&D and commercial strategy, he is active with private-company boards and strategic investor networks, offering sector-specific operational oversight to institutional and venture investors.
Veteran healthcare and life-sciences executive focused on biotech strategy, corporate governance and commercialization planning for specialty pharma and diagnostics. John R. Hanahan served in senior operating and board roles across clinical development and market access, advising capital raises, licensing and M&A for growth-stage companies. Known for bridging R&D and commercial strategy, he is active with private-company boards and strategic investor networks, offering sector-specific operational oversight to institutional and venture investors.
Investment Philosophy & Strategy
Brings an operator-to-board investment philosophy emphasizing clinical-stage biotech and specialty pharma where commercial pathways can be accelerated through disciplined development and market-access planning. Prioritizes deals with clear regulatory milestones, differentiated clinical data and definable reimbursement strategies; allocates capital with milestone-weighted tranches and active governance rights. Favors hands-on portfolio involvement—de-risking R&D through strategic licensing, focused C-suite interventions and pragmatic go‑to‑market preparations. Time horizon is patient but outcome-driven, balancing early-stage asymmetric upside against downside protection via validation gates and liquidity-aware exit planning.
Brings an operator-to-board investment philosophy emphasizing clinical-stage biotech and specialty pharma where commercial pathways can be accelerated through disciplined development and market-access planning. Prioritizes deals with clear regulatory milestones, differentiated clinical data and definable reimbursement strategies; allocates capital with milestone-weighted tranches and active governance rights. Favors hands-on portfolio involvement—de-risking R&D through strategic licensing, focused C-suite interventions and pragmatic go‑to‑market preparations. Time horizon is patient but outcome-driven, balancing early-stage asymmetric upside against downside protection via validation gates and liquidity-aware exit planning.
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:
34.45%
Gain +0.17%
Monthly
1.61%
Yearly
21.12%
Drawdown
11.77%
$365.01M
Equity
Holdings
$365.01M
Investment
$314.3M
$83.57M
Profit +$536,566.84
Realized
$32.86M
Unrealized
$50.71M
Dividends
$7.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$536,566.84
Win %
67%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$933,670.03
Win %
67%
This Month
Compared to last month
Gain
1.48%
Profit
$5.33M
Win %
67%
This Year
Compared to last year
Gain
5.12%
Profit
$17.09M
Win %
68%
GEV GE Vernova Inc.
+2.3%
+$25,008.36 
LMT Lockheed Martin Corporation
+2.23%
+$8,073.3 
PNC The PNC Financial Services Group, Inc.
+2.2%
+$13,230.16 
WFC Wells Fargo & Company
+2.17%
+$6,017.4 
JPM JPMorgan Chase & Co.
+2.1%
+$63,724.95 
OKE ONEOK, Inc.
+2%
+$15,567.25 
GS The Goldman Sachs Group, Inc.
+1.94%
+$38,103.93 
TSLA Tesla, Inc.
+1.8%
+$5,914.18 
MRK Merck & Co., Inc.
+1.37%
+$5,371.41 
PM Philip Morris International Inc.
+1.32%
+$6,850.58 
LOW Lowe's Companies Inc.
+1.31%
+$5,556.34 
SPGI S&P Global Inc.
+1.21%
+$2,585.42 
IDV iShares International Select Dividend ETF
+1.17%
+$13,817.43 
CL Colgate-Palmolive Company
+1.16%
+$3,188.6 
JNJ Johnson & Johnson
+1.13%
+$11,769.87 
DVY iShares Select Dividend ETF
+1.07%
+$295,879.2 
BRK-B Berkshire Hathaway Inc.
+1.05%
+$13,072.97 
WMT Walmart Inc.
+1%
+$6,515.96 
EFV iShares MSCI EAFE Value ETF
+1%
+$52,823.35 
BAC Bank of America Corporation
+1%
+$2,742.89 
AVDE Avantis International Equity ETF
+0.99%
+$2,688.69 
ISRG Intuitive Surgical, Inc.
+0.98%
+$3,956.41 
PG Procter & Gamble Co
+0.98%
+$5,855.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$160,006.61 
IYE iShares U.S. Energy ETF
+0.91%
+$6,382.71 
EFA iShares MSCI EAFE ETF
+0.89%
+$7,215.56 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.86%
+$5,309.64 
HD The Home Depot, Inc.
+0.86%
+$2,993.77 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.82%
+$2,159.25 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.8%
+$8,281.03 
AKRE Akre Focus ETF
+0.78%
+$6,955.2 
IFRA iShares U.S. Infrastructure
+0.78%
+$1,765.28 
VLO Valero Energy Corporation
+0.77%
+$10,399.77 
VYMI Vanguard International High Dividend Yield Index Fund
+0.77%
+$2,251.08 
EPD Enterprise Products Partners L.P.
+0.76%
+$4,540.32 
EFG iShares MSCI EAFE Growth ETF
+0.72%
+$31,566.3 
NSC Norfolk Southern Corporation
+0.72%
+$18,299.9 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.67%
+$38,796.78 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$28,745.22 
CSX CSX Corporation
+0.66%
+$5,530.24 
COST Costco Wholesale Corporation
+0.65%
+$16,084.37 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$5,083.75 
UNP Union Pacific Corporation
+0.59%
+$18,880.22 
LUV Southwest Airlines Co.
+0.59%
+$990 
LLY Eli Lilly and Company
+0.58%
+$12,893.22 
VFLO VictoryShares Free Cash Flow ETF
+0.56%
+$7,234.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$23,983.05 
IVE ISHARES S&P 500 VALUE ETF
+0.54%
+$15,543.36 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$63,850.64 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$3,018.87 
IYR iShares U.S. Real Estate ETF
+0.44%
+$1,179.49 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.44%
+$932.96 
AAPL Apple Inc.
+0.41%
+$142,122.4 
VO Vanguard Mid-Cap ETF
+0.37%
+$11,138.7 
MA Mastercard Incorporated
+0.3%
+$14,705.6 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.27%
+$514.08 
V Visa Inc. Class A
+0.27%
+$3,197.88 
VB Vanguard Small-Cap ETF
+0.2%
+$491.34 
MCK McKesson Corporation
+0.18%
+$1,990.87 
USMV iShares MSCI USA Min Vol Factor ETF
+0.17%
+$1,206.66 
DLR Digital Realty Trust, Inc.
+0.17%
+$325.09 
IWM iShares Russell 2000 ETF
+0.16%
+$904.83 
ABBV AbbVie Inc.
+0.14%
+$747.04 
SNEX StoneX Group Inc.
+0.13%
+$441.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.1%
+$2,328.24 
DFUS Dimensional U.S. Equity Market ETF
+0.07%
+$226.71 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$1,881.09 
BINC iShares Flexible Income Active ETF
+0.06%
+$436.41 
JPIE JPMorgan Income ETF
+0.06%
+$144.12 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$855.12 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$342.48 
ESGU iShares ESG Aware MSCI USA ETF
+0.04%
+$2,980.25 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$68.78 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.03%
+$916.7 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$100.21 
THRO iShares U.S. Thematic Rotation Active ETF
+0.01%
+$61.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
+$0.05 
IAGG iShares International Aggregate Bond Fund
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.29 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
AVXL Anavex Life Sciences Corp.
-10.47%
-$2,168.76 
CRWD CrowdStrike Holdings, Inc.
-4.42%
-$34,132.17 
IONQ IonQ, Inc.
-3.23%
-$12,874.89 
AMD Advanced Micro Devices, Inc.
-2.63%
-$37,960.76 
QBTS D-Wave Quantum Inc.
-2.07%
-$2,904.93 
BAI iShares A.I. Innovation and Tech Active ETF
-1.99%
-$10,538.44 
NFLX Netflix, Inc.
-1.91%
-$28,353.72 
INTC Intel Corporation
-1.76%
-$2,940 
PLTR Palantir Technologies Inc.
-1.63%
-$13,731.12 
AVGO Broadcom Inc.
-1.56%
-$55,312.08 
JBL Jabil Inc.
-1.3%
-$2,267.15 
CSCO Cisco Systems, Inc.
-1.27%
-$4,663.4 
MTUM iShares MSCI USA Momentum Factor ETF
-1.11%
-$18,063.25 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.05%
-$7,344.98 
RGTI Rigetti Computing Inc
-1.03%
-$2,387.06 
XLK State Street Technology Select Sector SPDR ETF
-1.01%
-$22,981.92 
VGT Vanguard Information Technology ETF
-0.87%
-$2,568 
SPMO Invesco S&P 500 Momentum ETF
-0.87%
-$3,695.55 
IYW iShares U.S. Technology ETF
-0.87%
-$11,616.16 
IXN iShares Global Tech ETF
-0.82%
-$15,136.27 
ESGE iShares ESG Aware MSCI EM ETF
-0.78%
-$6,018.7 
GOOGL Alphabet Inc
-0.71%
-$29,705.44 
META Meta Platforms Inc Class A
-0.71%
-$7,243.51 
IEMG iShares Core MSCI Emerging Markets ETF
-0.66%
-$16,321.25 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.65%
-$3,073.78 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$59,081.75 
AMZN Amazon.com Inc
-0.59%
-$48,900.14 
GOOG Alphabet Inc
-0.57%
-$46,862.8 
SPEM SPDR Portfolio Emerging Markets ETF
-0.56%
-$5,715.03 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$23,191.35 
NVDA NVIDIA Corporation
-0.42%
-$142,346.75 
MSFT Microsoft Corp.
-0.4%
-$48,152.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.31%
-$12,069.2 
BLCR iShares Large Cap Core ACT ETF
-0.25%
-$635.37 
VLUE iShares MSCI USA Value Factor ETF
-0.19%
-$1,548.08 
TLT iShares 20+ Year Treasury Bond ETF
-0.17%
-$3,031.43 
MBB iShares MBS ETF
-0.11%
-$2,662.03 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$314.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.09%
-$407.68 
JBND JPMorgan Active Bond ETF
-0.09%
-$553.05 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.08%
-$150.01 
TLH iShares 10-20 Year Treasury Bond ETF
-0.07%
-$521.13 
PDI Pimco Dynamic Income Fund
-0.07%
-$122.82 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.06%
-$205.83 
IVV iShares Core S&P 500 ETF
-0.04%
-$15,571.92 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$3,167.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$311.85 
VPLS Vanguard Core-Plus Bond ETF
-0.02%
-$74.82 
OEF iShares S&P 100 ETF
-0.02%
-$93.8 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$326.01 
IAU iShares Gold Trust
-0.01%
-$32.75 Events
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Dividends
Dividend Analysis
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| Trades 594 | Longs Won 399/594 67% | Profit Factor 17.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $646,339.44 |
| Average Win $222,087.2 | Best Trade (Dec 31) $9.96M | Sharpe Ratio -9.68 |
| Average Loss -$25,866.07 | Worst Trade (Oct 16) -$301,439.99 | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 8m 3w 2d | Expectancy $140,688.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 101,516 | $29.05M | $34.86M | - | $5.81M | 20.02% | +0.409% |
| ABBV AbbVie Inc. | 1,822 | $389,910.06 | $517,101.82 | - | $127,191.76 | 32.62% | +0.145% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,395 | $1.03M | $991,475.1 | - | -$37,181.9 | -3.61% | -0.031% |
| AKRE Akre Focus ETF | 15,456 | $822,105 | $897,993.6 | - | $75,888.6 | 9.23% | +0.781% |
| AMD Advanced Micro Devices, Inc. | 2,571 | $1.49M | $1.41M | - | -$85,987.49 | -5.76% | -2.626% |
| AMZN Amazon.com Inc | 32,492 | $7.34M | $8.23M | - | $889,840.28 | 12.12% | -0.591% |
| AVDE Avantis International Equity ETF | 3,021 | $223,584 | $274,246.38 | - | $50,662.38 | 22.66% | +0.99% |
| AVGO Broadcom Inc. | 10,262 | $3.63M | $3.48M | - | -$153,437.44 | -4.23% | -1.565% |
| AVXL Anavex Life Sciences Corp. | 13,992 | $103,102.46 | $18,539.4 | - | -$84,563.06 | -82.02% | -10.473% |
| BAC Bank of America Corporation | 5,326 | $303,495 | $278,097.09 | - | -$25,397.91 | -8.37% | +0.996% |
| BAI iShares A.I. Innovation and Tech Active ETF | 12,254 | $446,003.15 | $520,427.38 | - | $74,424.23 | 16.69% | -1.985% |
| BINC iShares Flexible Income Active ETF | 14,547 | $762,506 | $737,823.84 | - | -$24,682.16 | -3.24% | +0.059% |
| BLCR iShares Large Cap Core ACT ETF | 5,083 | $256,031 | $251,328.93 | - | -$4,702.07 | -1.84% | -0.252% |
| BND Vanguard Total Bond Market Index Fund | 32,601 | $2.4M | $2.31M | - | -$93,832.18 | -3.91% | -0.014% |
| BRK-B Berkshire Hathaway Inc. | 2,364 | $1.21M | $1.26M | - | $46,509.31 | 3.85% | +1.052% |
| BSV Vanguard Short-Term Bond ETF | 21,378 | $1.68M | $1.64M | - | -$44,798.72 | -2.66% | +0.052% |
| CL Colgate-Palmolive Company | 2,980 | $273,256 | $279,345.2 | - | $6,089.2 | 2.23% | +1.155% |
| COST Costco Wholesale Corporation | 2,545 | $2.38M | $2.51M | - | $124,208.85 | 5.22% | +0.646% |
| CRWD CrowdStrike Holdings, Inc. | 3,156 | $602,117.46 | $737,730.78 | - | $135,613.32 | 22.52% | -4.422% |
| CSCO Cisco Systems, Inc. | 3,331 | $249,675.66 | $361,246.95 | - | $111,571.29 | 44.69% | -1.274% |
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FAQ
Which stocks have generated the highest profits for John R. Hanahan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $10.01M, Apple Inc - $5.07M, Alphabet Inc - $2.17M, Microsoft Corp - $1.77M, and iShares Select Dividend ETF - $1.61M. 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: ONEOK, Inc - $188,215.81, Rigetti Computing Inc - $131,728.7, iShares Ethereum Trust - $107,153.57, IonQ, Inc - $102,641.36, and Eli Lilly and Company - $96,714.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John R. Hanahan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.29M earned over time. The largest contributors to dividend income include iShares Select Dividend ETF - $1.24M, Schwab U.S. Dividend Equity ETF - $688,995.09, iShares Core S&P 500 ETF - $487,581.82, iShares Core Universal USD Bond ETF - $455,745.19, and iShares MSCI EAFE Value ETF - $319,883.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John R. Hanahan's monthly returns?
John R. Hanahan's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can John R. Hanahan's strategy be considered aggressive or moderate?
John R. Hanahan'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 John R. Hanahan's strategy?
John R. Hanahan'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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