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:
73.87%
Gain +0.01%
Monthly
1.49%
Yearly
19.37%
Drawdown
25.1%
$329.9M
Equity
Holdings
$329.9M
Investment
$203.09M
$357.63M
Profit +$31,093.09
Realized
$228.93M
Unrealized
$128.7M
Dividends
$36.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$31,093.09
Win %
82%
This Week
Compared To Last Week
Gain
0.01%
Profit
$31,093.09
Win %
82%
This Month
Compared to last month
Gain
1.42%
Profit
$4.6M
Win %
82%
This Year
Compared to last year
Gain
19.44%
Profit
$56.48M
Win %
81%
INTC Intel Corporation
+6.51%
+$624,164.59 
GEV GE Vernova Inc.
+3.73%
+$66,960.97 
DD DuPont de Nemours Inc.
+3.03%
+$7,562.92 
HPE Hewlett Packard Enterprise Company
+2.93%
+$15,102.88 
AMAT Applied Materials, Inc.
+2.64%
+$54,670.58 
EFX Equifax Inc.
+2.59%
+$68,719.24 
VZ Verizon Communications Inc.
+2.49%
+$9,543.69 
JPM JPMorgan Chase & Co.
+2.31%
+$44,110.29 
HPQ HP Inc.
+2.27%
+$6,173.44 
FIS Fidelity National Information Services, Inc.
+2.22%
+$7,892.25 
AXP American Express Company
+2.18%
+$31,261.14 
NUE Nucor Corporation
+2.09%
+$28,481.8 
PM Philip Morris International Inc.
+1.95%
+$15,697.91 
TGT Target Corporation
+1.95%
+$7,044.8 
LNC Lincoln National Corporation
+1.91%
+$4,410 
KMI Kinder Morgan, Inc.
+1.85%
+$7,630.48 
TSLA Tesla, Inc.
+1.82%
+$5,510.96 
WFC Wells Fargo & Company
+1.61%
+$21,242.76 
BAC Bank of America Corporation
+1.56%
+$5,934 
DE Deere & Company
+1.55%
+$15,469.95 
GLW Corning Incorporated
+1.5%
+$9,378.35 
CVS CVS Health Corporation
+1.47%
+$4,793.72 
CAT Caterpillar Inc.
+1.44%
+$241,874.67 
COP ConocoPhillips
+1.4%
+$10,842.66 
FAF First American Financial Corporation
+1.39%
+$3,312 
MCO Moody's Corporation
+1.36%
+$8,285.22 
TXN Texas Instruments Inc
+1.35%
+$20,911.99 
ABBV AbbVie Inc.
+1.32%
+$24,180.24 
VLO Valero Energy Corporation
+1.2%
+$2,597.22 
AFL Aflac Inc.
+1.16%
+$3,550.5 
AZO AutoZone Inc.
+1.12%
+$8,774.02 
JNJ Johnson & Johnson
+1.07%
+$95,308.42 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,112.43 
ALL Allstate Corporation
+0.94%
+$5,217.95 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$11,586.14 
MCHI iShares MSCI China ETF
+0.9%
+$2,350.53 
IWM iShares Russell 2000 ETF
+0.87%
+$8,402.35 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$2,153.32 
PG Procter & Gamble Co
+0.86%
+$10,562.59 
SO The Southern Company
+0.78%
+$4,999.77 
GE General Electric Company
+0.76%
+$20,114.1 
PSX Phillips 66
+0.76%
+$2,308.48 
CVX Chevron Corporation
+0.75%
+$4,195.77 
SBUX Starbucks Corporation
+0.74%
+$2,733.72 
MO Altria Group, Inc.
+0.74%
+$2,183.07 
HD The Home Depot, Inc.
+0.73%
+$46,938.36 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$2,470.5 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$22,538.44 
PYPL PayPal Holdings Inc
+0.7%
+$2,452.24 
EMR Emerson Electric Co.
+0.69%
+$4,633.49 
COST Costco Wholesale Corporation
+0.68%
+$9,244.05 
DOW Dow Inc.
+0.65%
+$1,155.22 
DUK Duke Energy Corporation
+0.63%
+$1,421.16 
PKW Invesco BuyBack Achievers ETF
+0.63%
+$1,587.78 
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$1,460.76 
FHN First Horizon Corporation
+0.6%
+$4,063.35 
EWJ iShares MSCI Japan ETF
+0.57%
+$1,831.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$27,628.72 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$2,113.94 
IVV iShares Core S&P 500 ETF
+0.55%
+$81,334.18 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$12,420.84 
GOOGL Alphabet Inc
+0.53%
+$2,824.89 
IWB iShares Russell 1000 ETF
+0.52%
+$2,874.55 
GOOG Alphabet Inc
+0.45%
+$13,699.2 
WMT Walmart Inc.
+0.45%
+$36,298.87 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,949.56 
DG Dollar General Corporation
+0.4%
+$2,431.1 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,525.82 
GD General Dynamics Corporation
+0.38%
+$2,955.3 
PEP PepsiCo, Inc.
+0.38%
+$3,740.58 
CWI SPDR MSCI ACWI ex-US ETF
+0.37%
+$1,237.5 
GSK GSK plc Sponsored ADR
+0.34%
+$1,344.25 
AMGN Amgen Inc.
+0.32%
+$15,892.91 
SLB Schlumberger Limited
+0.32%
+$3,218.94 
XOM Exxon Mobil Corporation
+0.28%
+$17,810.96 
EFA iShares MSCI EAFE ETF
+0.28%
+$1,683.14 
MMM 3M Company
+0.26%
+$3,205.05 
CARR Carrier Global Corporation
+0.24%
+$732.7 
BP BP p.l.c. Sponsored ADR
+0.23%
+$1,084.4 
A Agilent Technologies Inc.
+0.22%
+$651.34 
ADP Automatic Data Processing Inc.
+0.2%
+$11,733.75 
CWCO Consolidated Water Co. Ltd.
+0.17%
+$583.01 
NVDA NVIDIA Corporation
+0.16%
+$2,315.52 
PFE Pfizer Inc.
+0.15%
+$1,120.52 
GWW W.W. Grainger, Inc.
+0.14%
+$2,005.54 
PH Parker-Hannifin Corporation
+0.12%
+$665.99 
KO The Coca-Cola Company
+0.11%
+$490.77 
MSFT Microsoft Corp.
+0.1%
+$10,195.75 
FDX FedEx Corporation
+0.09%
+$109,540.05 
CB Chubb Limited
+0.06%
+$726.88 
HWM Howmet Aerospace Inc.
+0.03%
+$162.05 
ORCL Oracle Corporation
+0.02%
+$58.24 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$73.88 
ANTM Anthem Inc
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
Q
0%
$0 
CTAS Cintas Corporation
-3.08%
-$306,521.6 
GENI Genius Sports Ltd.
-2.56%
-$2,150.28 
LLY Eli Lilly and Company
-2.41%
-$140,085.15 
NKE Nike, Inc. - Class B
-2.24%
-$7,416 
ABT Abbott Laboratories
-1.64%
-$9,884.28 
AAPL Apple Inc.
-1.52%
-$81,436.5 
MRK Merck & Co., Inc.
-1.42%
-$81,828.49 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$6,098.8 
AMZN Amazon.com Inc
-1.23%
-$8,178.45 
IBM International Business Machines Corporation
-0.95%
-$37,213.67 
EBAY eBay Inc.
-0.91%
-$6,422 
AVGO Broadcom Inc.
-0.91%
-$8,074.51 
CSCO Cisco Systems, Inc.
-0.6%
-$15,639.56 
MDLZ Mondelez International, Inc.
-0.58%
-$2,227.4 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,558.48 
DHR Danaher Corporation
-0.38%
-$886.62 
DGX Quest Diagnostics Inc.
-0.38%
-$1,232 
RTX RTX Corporation
-0.37%
-$10,962.44 
DIS The Walt Disney Company
-0.3%
-$841.5 
SHEL Shell plc
-0.22%
-$691.98 
MDT Medtronic plc
-0.16%
-$1,768.52 
LOW Lowe's Companies Inc.
-0.12%
-$1,316.8 Events
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Dividends
Dividend Analysis
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| Trades 765 | Longs Won 561/765 73% | Profit Factor 29.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.72M |
| Average Win $660,588.1 | Best Trade (Mar 31) $140.19M | Sharpe Ratio -27.55 |
| Average Loss -$61,525.37 | Worst Trade (Sep 30) -$6.79M | Z-Score 12.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $467,487.37 |
| 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% | 0.15% | 0.84% | 3.55% | 12.4% | 37.32% |
| Consecutive Losing Trades | 5,376 | 4,839 | 4,301 | 3,763 | 3,226 | 2,688 | 2,151 | 1,613 | 1,075 | 538 |
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Returns
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