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:
47.11%
Gain -0.92%
Monthly
1.18%
Yearly
15.09%
Drawdown
13.08%
$353.45M
Equity
Holdings
$353.45M
Investment
$232M
$350.48M
Profit -$6.91M
Realized
$229.03M
Unrealized
$121.45M
Dividends
$37.59M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$6.91M
Win %
80%
This Week
Compared To Last Week
Gain
-1.65%
Profit
-$5.92M
Win %
80%
This Month
Compared to last month
Gain
-2.01%
Profit
-$7.24M
Win %
80%
This Year
Compared to last year
Gain
-1.12%
Profit
-$4.01M
Win %
80%
GENI Genius Sports Ltd.
+5.94%
+$5,962.42 
GLW Corning Incorporated
+4.7%
+$26,365.62 
SLB Schlumberger Limited
+3.29%
+$30,579.91 
VRT Vertiv Holdings Co
+2.36%
+$4,502.05 
KMI Kinder Morgan, Inc.
+2.31%
+$9,735.41 
MU Micron Technology, Inc.
+2.3%
+$4,365.99 
CVS CVS Health Corporation
+2.28%
+$7,028.63 
HWM Howmet Aerospace Inc.
+2.25%
+$14,723.35 
TXN Texas Instruments Inc
+2.25%
+$31,992.3 
GE General Electric Company
+2.15%
+$61,292.98 
DIS The Walt Disney Company
+1.96%
+$5,750.25 
GDX VanEck Gold Miners ETF
+1.93%
+$5,021.8 
COP ConocoPhillips
+1.81%
+$15,126.18 
PYPL PayPal Holdings Inc
+1.77%
+$8,473.33 
DD DuPont de Nemours, Inc.
+1.5%
+$3,816.68 
GEV GE Vernova Inc.
+1.32%
+$27,341.83 
CTVA Corteva Inc.
+1.17%
+$4,762.39 
CVX Chevron Corporation
+1.16%
+$6,893.1 
RTX RTX Corporation
+1.13%
+$40,141.29 
DG Dollar General Corporation
+0.98%
+$6,341.99 
MO Altria Group, Inc.
+0.95%
+$2,553.77 
XOM Exxon Mobil Corporation
+0.94%
+$64,673.88 
WFC Wells Fargo & Company
+0.81%
+$11,340.12 
PM Philip Morris International Inc.
+0.78%
+$6,581.56 
FHN First Horizon Corporation
+0.77%
+$5,417.8 
MDT Medtronic plc
+0.76%
+$9,386.76 
GD General Dynamics Corporation
+0.72%
+$6,130.7 
TSLA Tesla, Inc.
+0.68%
+$2,044.35 
BAC Bank of America Corporation
+0.62%
+$2,760.03 
SHEL Shell plc
+0.61%
+$2,003.1 
VZ Verizon Communications Inc.
+0.54%
+$2,120.82 
ELV Elevance Health, Inc.
+0.53%
+$6,560.43 
TT Trane Technologies plc
+0.53%
+$1,350.39 
IWM iShares Russell 2000 ETF
+0.52%
+$5,219.96 
VTWO Vanguard Russell 2000 ETF
+0.51%
+$1,321.84 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$2,145.6 
PSX Phillips 66
+0.43%
+$1,710 
LNC Lincoln National Corporation
+0.4%
+$1,134 
MCHI iShares MSCI China ETF
+0.39%
+$1,007.37 
ALL Allstate Corporation
+0.36%
+$2,356.59 
KO The Coca-Cola Company
+0.33%
+$1,581.37 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$1,143.75 
AFL Aflac Inc.
+0.29%
+$920.51 
VB Vanguard Small-Cap ETF
+0.24%
+$664.5 
CAT Caterpillar Inc.
+0.23%
+$36,768.64 
AAPL Apple Inc.
+0.22%
+$11,861.68 
MRK Merck & Co., Inc.
+0.21%
+$13,878.24 
PG Procter & Gamble Co
+0.2%
+$2,441.01 
MDLZ Mondelez International, Inc.
+0.13%
+$481.6 
PEP PepsiCo, Inc.
+0.12%
+$1,177.69 
LOW Lowe's Companies Inc.
+0.12%
+$1,189.5 
GWW W.W. Grainger, Inc.
+0.1%
+$1,323.01 
PCAR PACCAR Inc.
+0.05%
+$118.07 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$246.72 
SO The Southern Company
+0.01%
+$68.51 
MMM 3M Company
0%
$0 5952
59522J103
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$58,896.81 
AMAT Applied Materials, Inc.
-5.12%
-$102,381.08 
HOOD Robinhood Markets, Inc.
-3.83%
-$9,906 
HPQ HP Inc.
-3.8%
-$13,118.56 
ORCL Oracle Corporation
-3.65%
-$9,895.2 
FIS Fidelity National Information Services, Inc.
-2.74%
-$11,234.85 
EFX Equifax Inc.
-2.55%
-$78,702.3 
LLY Eli Lilly and Company
-2.38%
-$144,776.65 
INTC Intel Corporation
-1.97%
-$168,959.14 
HPE Hewlett Packard Enterprise Company
-1.86%
-$12,236.64 
GSK GSK plc Sponsored ADR
-1.84%
-$6,945.24 
CSCO Cisco Systems, Inc.
-1.58%
-$38,357.91 
FDX FedEx Corporation
-1.39%
-$1.66M 
EBAY eBay Inc.
-1.38%
-$9,377.28 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$7,493.63 
BMY Bristol-Myers Squibb Company
-1.27%
-$14,163.86 
NUE Nucor Corporation
-1.24%
-$17,663.93 
NKE Nike, Inc. - Class B
-1.21%
-$3,600 
IBM International Business Machines Corporation
-1.19%
-$40,438.66 
ADP Automatic Data Processing Inc.
-1.18%
-$87,201.62 
FDXF FedEx Freight Holding Company Inc.
-1.12%
-$300,238.83 
AMZN Amazon.com Inc
-0.94%
-$6,973.79 
CARR Carrier Global Corporation
-0.9%
-$2,456.7 
HD The Home Depot, Inc.
-0.83%
-$56,010.87 
SBUX Starbucks Corporation
-0.79%
-$3,093.42 
BR Broadridge Financial Solutions, Inc.
-0.71%
-$9,087.35 
MCO Moody's Corporation
-0.71%
-$4,754.07 
DHR Danaher Corporation
-0.71%
-$1,850.4 
BP BP p.l.c. Sponsored ADR
-0.7%
-$3,253.2 
DGX Quest Diagnostics Inc.
-0.69%
-$2,624 
TGT Target Corporation
-0.66%
-$2,801.57 
JNJ Johnson & Johnson
-0.66%
-$64,915.66 
EMR Emerson Electric Co.
-0.63%
-$4,917.17 
AMGN Amgen Inc.
-0.63%
-$36,664.97 
CTAS Cintas Corporation
-0.59%
-$64,588.48 
DE Deere & Company
-0.58%
-$6,357.57 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$18,966 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,528.4 
ABBV AbbVie Inc.
-0.54%
-$11,109.84 
A Agilent Technologies Inc.
-0.51%
-$1,706.94 
AZO AutoZone Inc.
-0.51%
-$3,888.64 
DUK Duke Energy Corporation
-0.46%
-$1,038.54 
EWT iShares MSCI Taiwan ETF
-0.4%
-$1,200.99 
WMT Walmart Inc.
-0.39%
-$30,249.45 
VLO Valero Energy Corporation
-0.36%
-$1,057.5 
CWCO Consolidated Water Co. Ltd.
-0.35%
-$1,282.6 
VGT Vanguard Information Technology ETF
-0.35%
-$894.4 
AXP American Express Company
-0.34%
-$5,262.57 
MSFT Microsoft Corp.
-0.3%
-$37,766.9 
PH Parker-Hannifin Corporation
-0.28%
-$1,812.01 
FAF First American Financial Corporation
-0.27%
-$735.99 
EWJ iShares MSCI Japan ETF
-0.26%
-$944.06 
CB Chubb Limited
-0.25%
-$2,976.43 
Q Qnity Electronics Inc.
-0.2%
-$912.63 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,793.93 
IYY iShares Dow Jones U.S. ETF
-0.2%
-$432.89 
IVV iShares Core S&P 500 ETF
-0.18%
-$28,508.32 
CWI SPDR MSCI ACWI ex-US ETF
-0.17%
-$577.5 
IWB iShares Russell 1000 ETF
-0.15%
-$857.46 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$305 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.14%
-$273.69 
GOOGL Alphabet Inc
-0.13%
-$744.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$6,054.48 
GOOG Alphabet Inc
-0.12%
-$3,619.91 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$640.43 
COST Costco Wholesale Corporation
-0.08%
-$1,041.01 
JPM JPMorgan Chase & Co.
-0.07%
-$1,647.21 
NVDA NVIDIA Corporation
-0.06%
-$1,145.34 
SOXX iShares Semiconductor ETF
-0.06%
-$148.16 
EFA iShares MSCI EAFE ETF
-0.05%
-$318.95 
PKW Invesco BuyBack Achievers ETF
-0.04%
-$107.28 
PFE Pfizer Inc.
-0.04%
-$280.13 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$229.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$66.18 
ABT Abbott Laboratories
-0.02%
-$134.48 Events
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Dividends
Dividend Analysis
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| Trades 825 | Longs Won 611/825 74% | Profit Factor 21.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.46M |
| Average Win $600,996.52 | Best Trade (Mar 31) $140.19M | Sharpe Ratio -21.94 |
| Average Loss -$78,192.56 | Worst Trade (Sep 30) -$6.79M | Z-Score 10.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $424,818.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.61% | 2.84% | 10.78% | 34.93% |
| Consecutive Losing Trades | 4,525 | 4,072 | 3,620 | 3,167 | 2,715 | 2,262 | 1,810 | 1,357 | 905 | 452 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5952 59522J103 | 1,540 | $213,968 | $213,968 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 2,246 | $310,711.93 | $333,598.38 | - | $22,886.45 | 7.37% | -0.509% |
| AAPL Apple Inc. | 17,704 | $2.95M | $5.42M | - | $2.47M | 83.8% | +0.219% |
| ABBV AbbVie Inc. | 8,169 | $1.29M | $2.04M | - | $747,125.03 | 57.88% | -0.542% |
| ABT Abbott Laboratories | 6,724 | $680,872.59 | $748,045 | - | $67,172.41 | 9.87% | -0.018% |
| ADP Automatic Data Processing Inc. | 26,667 | $5.97M | $7.28M | - | $1.31M | 21.85% | -1.184% |
| AFL Aflac Inc. | 2,630 | $201,892.25 | $319,413.5 | - | $117,521.25 | 58.21% | +0.289% |
| ALL Allstate Corporation | 2,534 | $357,305.92 | $662,412.94 | - | $305,107.02 | 85.39% | +0.357% |
| AMAT Applied Materials, Inc. | 3,742 | $459,630 | $1.9M | - | $1.44M | 312.91% | -5.118% |
| AMGN Amgen Inc. | 13,941 | $3.37M | $5.79M | - | $2.42M | 71.75% | -0.629% |
| AMZN Amazon.com Inc | 2,812 | $333,312.56 | $738,571.77 | - | $405,259.21 | 121.59% | -0.935% |
| AVGO Broadcom Inc. | 2,372 | $392,659.09 | $932,172.26 | - | $539,513.17 | 137.4% | -5.943% |
| AXP American Express Company | 4,498 | $741,944.66 | $1.54M | - | $798,530.42 | 107.63% | -0.34% |
| AZO AutoZone Inc. | 253 | $621,912 | $765,325 | - | $143,413 | 23.06% | -0.506% |
| BAC Bank of America Corporation | 6,900 | $232,323.22 | $444,981 | - | $212,657.78 | 91.54% | +0.624% |
| BMY Bristol-Myers Squibb Company | 17,273 | $1.19M | $1.1M | - | -$85,329.23 | -7.18% | -1.268% |
| BP BP p.l.c. Sponsored ADR | 10,844 | $411,421.53 | $461,195.32 | - | $49,773.79 | 12.1% | -0.7% |
| BR Broadridge Financial Solutions, Inc. | 7,388 | $1.08M | $1.26M | - | $180,563.01 | 16.67% | -0.714% |
| BRK-B Berkshire Hathaway Inc. | 6,540 | $2.08M | $3.3M | - | $1.22M | 58.43% | -0.572% |
| CARR Carrier Global Corporation | 4,310 | $197,182.05 | $270,581.8 | - | $73,399.75 | 37.22% | -0.9% |
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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 - $247M, Caterpillar Inc - $1.76M, Microsoft Corp - $1.35M, Apple Inc - $1.29M, and Exxon Mobil Corporation - $1.11M. 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 - $200,950.16, Dow Inc - $151,495.55, PayPal Holdings Inc - $123,580.15, and Benson Hill Inc - $85,589. 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 $37.59M earned over time. The largest contributors to dividend income include FedEx Corporation - $26.79M, Exxon Mobil Corporation - $761,027.42, Johnson & Johnson - $700,409.14, The Home Depot, Inc - $590,477.47, and Merck & Co., Inc - $545,918.57. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joseph Morrison's strategy be considered aggressive or moderate?
Joseph Morrison'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 Joseph Morrison's strategy?
Joseph Morrison'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.
