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:
34.27%
Gain +0.5%
Monthly
1.75%
Yearly
23.08%
Drawdown
11.77%
$364.14M
Equity
Holdings
$364.14M
Investment
$314.3M
$82.7M
Profit +$1.54M
Realized
$32.86M
Unrealized
$49.84M
Dividends
$6.31M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.5%
Profit
$1.54M
Win %
69%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.54M
Win %
69%
This Month
Compared to last month
Gain
3.17%
Profit
$11.2M
Win %
69%
This Year
Compared to last year
Gain
4.87%
Profit
$16.22M
Win %
69%
INTC Intel Corporation
+0.97%
+$1,732.5 
IYE iShares U.S. Energy ETF
+0.91%
+$5,983.8 
IXN iShares Global Tech ETF
+0.49%
+$9,173.5 
IONQ IonQ, Inc.
+0.15%
+$811.93 
LLY Eli Lilly and Company
+0.04%
+$839.84 
UNP Union Pacific Corporation
+0.03%
+$1,104.21 
VFLO VictoryShares Free Cash Flow ETF
+0.02%
+$311.07 
NFLX Netflix, Inc.
+0.02%
+$307.08 
VGT Vanguard Information Technology ETF
+0.02%
+$48 
AVGO Broadcom Inc.
+0.01%
+$615.7 
VLO Valero Energy Corporation
+0.01%
+$151.57 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$326.01 
OKE ONEOK, Inc.
+0.01%
+$85.77 
CSX CSX Corporation
+0.01%
+$86.41 
META Meta Platforms Inc Class A
+0.01%
+$83.09 
CSCO Cisco Systems, Inc.
+0.01%
+$33.31 
LOW Lowe's Companies Inc.
+0.01%
+$43.26 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.01%
+$54.18 
MRK Merck & Co., Inc.
+0.01%
+$27.09 
XLK State Street Technology Select Sector SPDR ETF
+0.01%
+$120.12 
AMZN Amazon.com Inc
0%
+$325.24 
JNJ Johnson & Johnson
0%
+$40.93 
MSFT Microsoft Corp.
0%
+$443.22 
NSC Norfolk Southern Corporation
0%
+$78.62 
AVXL Anavex Life Sciences Corp.
0%
$0 
BAC Bank of America Corporation
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
GOOG Alphabet Inc
0%
$0 
JBL Jabil Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
PG Procter & Gamble Co
0%
$0 
SNEX StoneX Group Inc.
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
UTF Cohen & Steers Infrastructure Fund, Inc.
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
AKRE Akre Focus ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
PM Philip Morris International Inc.
-3.08%
-$15,203.3 
MCK McKesson Corporation
-1.04%
-$9,824.56 
TSLA Tesla, Inc.
-0.87%
-$2,687.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.84%
-$15,493.97 
WMT Walmart Inc.
-0.81%
-$5,190.68 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$3,181.92 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$53,741.09 
AAPL Apple Inc.
-0.11%
-$34,515.44 
RGTI Rigetti Computing Inc
-0.08%
-$275.43 
NVDA NVIDIA Corporation
-0.07%
-$23,463.75 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$336.33 
QBTS D-Wave Quantum Inc.
-0.05%
-$108.52 
GS The Goldman Sachs Group, Inc.
-0.04%
-$1,034.2 
WFC Wells Fargo & Company
-0.04%
-$117 
V Visa Inc. Class A
-0.04%
-$384.93 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$4,923.25 
LMT Lockheed Martin Corporation
-0.03%
-$115.42 
COST Costco Wholesale Corporation
-0.02%
-$445.34 
HD The Home Depot, Inc.
-0.02%
-$68.04 
ISRG Intuitive Surgical, Inc.
-0.01%
-$56.52 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$94.68 
SPGI S&P Global Inc.
-0.01%
-$30.18 
CL Colgate-Palmolive Company
-0.01%
-$29.8 
JPM JPMorgan Chase & Co.
-0.01%
-$361.65 
GOOGL Alphabet Inc
-0.01%
-$239.44 
DLR Digital Realty Trust, Inc.
-0.01%
-$11.2 
MA Mastercard Incorporated
-0.01%
-$235.68 
ABBV AbbVie Inc.
0%
-$18.24 
AMD Advanced Micro Devices, Inc.
0%
-$51.45 
IWM iShares Russell 2000 ETF
0%
-$20.82 
QQQ Invesco QQQ Trust, Series 1
0%
-$259.95 Events
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Dividends
Dividend Analysis
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| Trades 594 | Longs Won 404/594 68% | Profit Factor 19.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $622,002.86 |
| Average Win $215,511.67 | Best Trade (Dec 31) $9.96M | Sharpe Ratio -9.68 |
| Average Loss -$22,974.54 | Worst Trade (Sep 01) -$324,309.31 | Z-Score 5.1 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w 1d | Expectancy $139,228.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 101,516 | $29.05M | $31.02M | - | $1.98M | 6.8% | -0.111% |
| ABBV AbbVie Inc. | 1,822 | $389,910.06 | $454,497.9 | - | $64,587.84 | 16.56% | -0.004% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,395 | $1.03M | $1.01M | - | -$15,352.4 | -1.49% | 0.0 |
| AKRE Akre Focus ETF | 15,456 | $822,105 | $921,177.6 | - | $99,072.6 | 12.05% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 2,571 | $1.49M | $1.32M | - | -$171,074.73 | -11.45% | -0.004% |
| AMZN Amazon.com Inc | 32,492 | $7.34M | $8.53M | - | $1.2M | 16.29% | +0.004% |
| AVDE Avantis International Equity ETF | 3,021 | $223,584 | $284,850.09 | - | $61,266.09 | 27.4% | 0.0 |
| AVGO Broadcom Inc. | 10,262 | $3.63M | $4.03M | - | $401,839.26 | 11.06% | +0.015% |
| AVXL Anavex Life Sciences Corp. | 13,992 | $103,102.46 | $45,054.24 | - | -$58,048.22 | -56.3% | 0.0 |
| BAC Bank of America Corporation | 5,326 | $303,495 | $343,473.74 | - | $39,978.74 | 13.17% | 0.0 |
| BAI iShares A.I. Innovation and Tech Active ETF | 12,254 | $446,003.15 | $573,119.58 | - | $127,116.43 | 28.5% | 0.0 |
| BINC iShares Flexible Income Active ETF | 14,547 | $762,506 | $757,316.83 | - | -$5,189.17 | -0.68% | 0.0 |
| BLCR iShares Large Cap Core ACT ETF | 5,083 | $256,031 | $257,809.76 | - | $1,778.76 | 0.69% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 32,601 | $2.4M | $2.36M | - | -$44,278.66 | -1.84% | +0.014% |
| BRK-B Berkshire Hathaway Inc. | 2,364 | $1.21M | $1.19M | - | -$17,744.26 | -1.47% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 21,378 | $1.68M | $1.66M | - | -$22,779.38 | -1.35% | 0.0 |
| CL Colgate-Palmolive Company | 2,980 | $273,256 | $273,981.2 | - | $725.2 | 0.27% | -0.011% |
| COST Costco Wholesale Corporation | 2,545 | $2.38M | $2.45M | - | $64,643.1 | 2.72% | -0.018% |
| CRWD CrowdStrike Holdings, Inc. | 3,156 | $602,117.46 | $684,599.52 | - | $82,482.06 | 13.7% | -0.014% |
| CSCO Cisco Systems, Inc. | 3,331 | $249,675.66 | $372,039.39 | - | $122,363.73 | 49.01% | +0.009% |
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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 - $9.97M, Apple Inc - $5.07M, Alphabet Inc - $2.16M, Microsoft Corp - $1.75M, and Alphabet Inc - $1.47M. 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 $6.31M earned over time. The largest contributors to dividend income include iShares Select Dividend ETF - $1.01M, Schwab U.S. Dividend Equity ETF - $557,790.48, iShares Core Universal USD Bond ETF - $429,142.53, iShares Core S&P 500 ETF - $389,576.69, 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.
