Joseph Morrison Portfolio
Invests via Sentry LLC | Managed by Joseph Morrison
Invests via Sentry LLC
Managed by Joseph Morrison
Automatically Tracked
Joseph Morrison Profile
Veteran investment executive with experience in private equity and corporate finance, focused on growth-stage technology and healthcare investments. Joseph Morrison was previously a partner at a mid-market PE firm and has led cross-border M&A, portfolio operational turnarounds, and value-creation programs. Holds an MBA with earlier investment banking experience; active board member emphasising EBITDA improvement, capital-structure optimization and disciplined exit planning.
Veteran investment executive with experience in private equity and corporate finance, focused on growth-stage technology and healthcare investments. Joseph Morrison was previously a partner at a mid-market PE firm and has led cross-border M&A, portfolio operational turnarounds, and value-creation programs. Holds an MBA with earlier investment banking experience; active board member emphasising EBITDA improvement, capital-structure optimization and disciplined exit planning.
Investment Philosophy & Strategy
Brings a private-equity mindset to growth-stage technology and healthcare investing, prioritizing companies with durable unit economics and clear pathways to EBITDA improvement. Focuses on hands-on value creation—operational turnarounds, go-to-market scaling and capital‑structure optimization—combined with disciplined underwriting and exit planning. Leverages cross-border M&A and corporate‑finance experience to structure flexible, mid‑to‑long horizon investments that balance revenue growth with margin restoration. Prefers control or influential minority positions where board-level intervention can accelerate operational change and de‑risk outcomes.
Brings a private-equity mindset to growth-stage technology and healthcare investing, prioritizing companies with durable unit economics and clear pathways to EBITDA improvement. Focuses on hands-on value creation—operational turnarounds, go-to-market scaling and capital‑structure optimization—combined with disciplined underwriting and exit planning. Leverages cross-border M&A and corporate‑finance experience to structure flexible, mid‑to‑long horizon investments that balance revenue growth with margin restoration. Prefers control or influential minority positions where board-level intervention can accelerate operational change and de‑risk outcomes.
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:
45.26%
Gain +0.15%
Monthly
1.24%
Yearly
15.93%
Drawdown
13.08%
$323.74M
Equity
Holdings
$323.74M
Investment
$201.18M
$351.84M
Profit +$797,182.8
Realized
$229.29M
Unrealized
$122.55M
Dividends
$37.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$797,182.8
Win %
85%
This Week
Compared To Last Week
Gain
1.05%
Profit
$3.37M
Win %
85%
This Month
Compared to last month
Gain
-0.9%
Profit
-$2.95M
Win %
85%
This Year
Compared to last year
Gain
11.71%
Profit
$33.95M
Win %
84%
INTC Intel Corporation
+8.64%
+$688,139.57 
AMAT Applied Materials, Inc.
+7.39%
+$145,376.66 
GLW Corning Incorporated
+6.08%
+$32,948.05 
ORCL Oracle Corporation
+4.74%
+$11,166.5 
EEM iShares MSCI Emerging Markets ETF
+2.8%
+$9,902.14 
CVS CVS Health Corporation
+2.78%
+$9,684.61 
TSLA Tesla, Inc.
+2.53%
+$7,085.51 
HPQ HP Inc.
+2.44%
+$6,504.16 
XOM Exxon Mobil Corporation
+2.26%
+$145,534.05 
AVGO Broadcom Inc.
+2.21%
+$19,240.38 
NVDA NVIDIA Corporation
+1.97%
+$29,016.36 
BP BP p.l.c. Sponsored ADR
+1.81%
+$8,241.44 
COP ConocoPhillips
+1.57%
+$12,181.26 
BAC Bank of America Corporation
+1.32%
+$5,520 
BMY Bristol-Myers Squibb Company
+1.28%
+$13,222.44 
IJR iShares Core S&P Small-Cap ETF
+1.01%
+$4,380.57 
IWB iShares Russell 1000 ETF
+0.84%
+$4,726.43 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$19,269.39 
PFE Pfizer Inc.
+0.77%
+$5,322.47 
JNJ Johnson & Johnson
+0.72%
+$67,165.79 
CB Chubb Limited
+0.64%
+$7,856.47 
VZ Verizon Communications Inc.
+0.64%
+$2,283.96 
AMGN Amgen Inc.
+0.57%
+$28,857.73 
AAPL Apple Inc.
+0.35%
+$20,811.55 
DOW Dow Inc.
+0.33%
+$525.1 
DE Deere & Company
+0.15%
+$1,540 
ABT Abbott Laboratories
+0.06%
+$403.44 
DUK Duke Energy Corporation
+0.05%
+$109.32 
HPE Hewlett Packard Enterprise Company
+0.04%
+$187.41 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$1,172.52 
Q Qnity Electronics Inc.
+0.03%
+$125.88 
MRK Merck & Co., Inc.
+0.01%
+$478.53 
PKW Invesco BuyBack Achievers ETF
0%
+$6.39 
A Agilent Technologies Inc.
0%
+$0.02 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
+$0.03 
BR Broadridge Financial Solutions, Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CWCO Consolidated Water Co. Ltd.
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
EBAY eBay Inc.
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFX Equifax Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FAF First American Financial Corporation
0%
$0 
FDX FedEx Corporation
0%
$0 
FHN First Horizon Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GENI Genius Sports Ltd.
0%
$0 
GSK GSK plc Sponsored ADR
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.2 
IWM iShares Russell 2000 ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNC Lincoln National Corporation
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MCO Moody's Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.07 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PSX Phillips 66
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
TGT Target Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
WFC Wells Fargo & Company
0%
$0 
ADP Automatic Data Processing Inc.
-3.53%
-$240,536.61 
PM Philip Morris International Inc.
-2.43%
-$20,811.96 
PYPL PayPal Holdings Inc
-1.71%
-$8,202.32 
FIS Fidelity National Information Services, Inc.
-1.63%
-$6,406.65 
WMT Walmart Inc.
-1.61%
-$121,668.2 
GOOG Alphabet Inc
-1.47%
-$44,351.16 
GOOGL Alphabet Inc
-1.37%
-$7,158.35 
IBM International Business Machines Corporation
-1.17%
-$35,645 
NKE Nike, Inc. - Class B
-1.17%
-$3,672 
MDT Medtronic plc
-1.13%
-$12,787.76 
MAA Mid-America Apartment Communities, Inc.
-1.1%
-$2,587.22 
AMZN Amazon.com Inc
-0.98%
-$6,741.75 
ALL Allstate Corporation
-0.78%
-$5,040.67 
COST Costco Wholesale Corporation
-0.7%
-$9,133.03 
GWW W.W. Grainger, Inc.
-0.7%
-$10,090.47 
CTAS Cintas Corporation
-0.69%
-$76,083.04 
MDLZ Mondelez International, Inc.
-0.68%
-$2,468.2 
SO The Southern Company
-0.65%
-$4,177.89 
KMI Kinder Morgan, Inc.
-0.61%
-$2,631.2 
LOW Lowe's Companies Inc.
-0.58%
-$5,803.68 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$2,673.03 
DGX Quest Diagnostics Inc.
-0.4%
-$1,312 
SBUX Starbucks Corporation
-0.34%
-$1,294.92 
DIS The Walt Disney Company
-0.28%
-$757.35 
GEV GE Vernova Inc.
-0.03%
-$731.59 Events
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Dividends
Dividend Analysis
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| Trades 766 | Longs Won 573/766 74% | Profit Factor 29.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.67M |
| Average Win $635,574.72 | Best Trade (Mar 31) $140.19M | Sharpe Ratio -22.33 |
| Average Loss -$63,943.19 | Worst Trade (Sep 30) -$6.79M | Z-Score 13.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $459,325.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.17% | 0.93% | 3.8% | 12.93% | 38.07% |
| Consecutive Losing Trades | 5,051 | 4,545 | 4,040 | 3,535 | 3,030 | 2,525 | 2,020 | 1,515 | 1,010 | 505 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Joseph Morrison?
The largest contributions to the portfolio's profits come from the following stocks: FedEx Corporation - $247.14M, Caterpillar Inc - $1.71M, Microsoft Corp - $1.33M, Apple Inc - $1.24M, and Exxon Mobil Corporation - $1.07M. 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: Benson Hill Inc - $631,204.85, Renasant Corporation - $212,802.44, PayPal Holdings Inc - $105,988.01, Benson Hill Inc - $85,589, and Dollar General Corporation - $81,228.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph Morrison's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.39M earned over time. The largest contributors to dividend income include FedEx Corporation - $26.93M, Exxon Mobil Corporation - $716,320.27, Johnson & Johnson - $650,126.98, The Home Depot, Inc - $590,477.47, and Merck & Co., Inc - $580,118.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph Morrison's monthly returns?
Joseph Morrison's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joseph Morrison's strategy be considered aggressive or moderate?
Joseph Morrison's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Joseph Morrison's strategy?
Joseph Morrison's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
