ANDREW J. BARFOOT Portfolio
Invests via Madison Park Capital Advisors, LLC | Managed by Andrew J. Barfoot, Chris Featherstone, Jeff Mullen, Bill Reece
Invests via Madison Park Capital Advisors, LLC
Managed by Andrew J. Barfoot, Chris Featherstone, Jeff Mullen, Bill Reece
Automatically Tracked
ANDREW J. BARFOOT Profile
Seasoned private equity and corporate finance executive with multi-decade experience advising and operating companies across growth equity, buyouts and restructuring. Andrew J. Barfoot has led deal execution, portfolio management and capital-raising initiatives for mid-market industrial and business-services companies, and served on several boards to drive operational improvement and exit outcomes. Known for strategic M&A and hands-on value creation.
Seasoned private equity and corporate finance executive with multi-decade experience advising and operating companies across growth equity, buyouts and restructuring. Andrew J. Barfoot has led deal execution, portfolio management and capital-raising initiatives for mid-market industrial and business-services companies, and served on several boards to drive operational improvement and exit outcomes. Known for strategic M&A and hands-on value creation.
Investment Philosophy & Strategy
Targets mid-market industrial and business-services companies with a hands-on private equity approach that blends growth equity, buyouts and restructuring playbooks. Emphasizes operational value creation—margin expansion, working-capital optimization and strategic M&A—paired with active board involvement and management alignment. Underwrites deals on cash-flow resilience and clear path to EBITDA improvement, prioritizing capital-structure solutions and downside protection. Seeks 3–7 year hold periods for build-and-exit outcomes, favoring bolt-on consolidation and turnaround situations where deep corporate finance experience accelerates execution and exit optionality.
Targets mid-market industrial and business-services companies with a hands-on private equity approach that blends growth equity, buyouts and restructuring playbooks. Emphasizes operational value creation—margin expansion, working-capital optimization and strategic M&A—paired with active board involvement and management alignment. Underwrites deals on cash-flow resilience and clear path to EBITDA improvement, prioritizing capital-structure solutions and downside protection. Seeks 3–7 year hold periods for build-and-exit outcomes, favoring bolt-on consolidation and turnaround situations where deep corporate finance experience accelerates execution and exit optionality.
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:
40.71%
Gain +0.36%
Monthly
1.02%
Yearly
13.03%
Drawdown
17.78%
$223.2M
Equity
Holdings
$223.2M
Investment
$193.62M
$41.17M
Profit +$497,981.84
Realized
$11.6M
Unrealized
$29.58M
Dividends
$6.15M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$497,981.84
Win %
79%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$2.56M
Win %
79%
This Month
Compared to last month
Gain
0.79%
Profit
$1.76M
Win %
79%
This Year
Compared to last year
Gain
1.89%
Profit
$4.2M
Win %
80%
LLY Eli Lilly and Company
+4.78%
+$29,573.13 
GILD Gilead Sciences Inc.
+3.66%
+$30,937.56 
CRM Salesforce Inc
+3.56%
+$15,932.61 
BNY BlackRock New York Municipal Income Trust
+3.06%
+$68,948.97 
SBUX Starbucks Corporation
+2.62%
+$777.51 
BX Blackstone Inc.
+2.45%
+$82,966.65 
XLV Health Care Select Sector SPDR Fund
+2.45%
+$8,221.78 
NLY Annaly Capital Management, Inc.
+2.42%
+$477.4 
ORCL Oracle Corporation
+2.31%
+$2,350.81 
HTGC Hercules Capital Inc.
+2.23%
+$5,495.44 
THQ Abrdn Healthcare Opportunities Fund
+2.11%
+$636.75 
ARCC Ares Capital Corporation
+1.86%
+$1,222.68 
VKQ Invesco Municipal Trust
+1.63%
+$2,396.1 
VKI Invesco Advantage Municipal Income Trust II
+1.3%
+$149.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.18%
+$16,780.61 
XLF Financial Select Sector SPDR Fund
+1.14%
+$42,919.5 
COWZ Pacer US Cash Cows 100 ETF
+1.12%
+$3,888.3 
IYF iShares U.S. Financials ETF
+1.12%
+$14,200 
GLD SPDR Gold Shares
+1.07%
+$6,109.5 
XLP Consumer Staples Select Sector SPDR Fund
+1.05%
+$23,482.99 
MSFT Microsoft Corp.
+1.03%
+$212,103.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$16,404.99 
SCHM Schwab U.S. Mid-Cap ETF
+0.87%
+$19,199.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.86%
+$53,885.05 
SCHA Schwab U.S. Small-Cap ETF
+0.84%
+$17,572.95 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$32,311.63 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$59,796.56 
VB Vanguard Small-Cap ETF
+0.78%
+$40,743.48 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.75%
+$3,950 
COST Costco Wholesale Corporation
+0.61%
+$26,861.72 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.6%
+$2,899.91 
JBND JPMorgan Active Bond ETF
+0.58%
+$10,589.61 
AAPL Apple Inc.
+0.55%
+$36,466.55 
MDY SPDR S&P MidCap 400 ETF Trust
+0.48%
+$34,060.8 
VO Vanguard Mid-Cap ETF
+0.46%
+$1,196.11 
FV First Trust Dorsey Wright Focus 5 ETF
+0.45%
+$1,483.56 
VOYG Voyager Technologies, Inc.
+0.41%
+$4,826.32 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$24,908.62 
GOOGL Alphabet Inc
+0.36%
+$3,684.97 
VBK Vanguard Small-Cap Growth ETF
+0.34%
+$15,960 
GOOG Alphabet Inc
+0.31%
+$12,565.92 
VOT Vanguard Mid-Cap Growth ETF
+0.22%
+$1,082.25 
ARKK ARK Innovation ETF Fund
+0.21%
+$7,620.2 
SCHF Schwab International Equity ETF
+0.17%
+$464.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$1,769.04 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$8,494.46 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,983.34 
TUSI Touchstone Ultra Short Income Fund
+0.02%
+$113.42 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$880.08 
IXUS iShares Core International Stock ETF
+0.01%
+$71.95 
WMB The Williams Companies, Inc.
-3.68%
-$59,868.52 
NVDA NVIDIA Corporation
-1.7%
-$46,531.64 
KMI Kinder Morgan, Inc.
-1.44%
-$1,032 
VGT Vanguard Information Technology ETF
-1.08%
-$26,600 
CVX Chevron Corporation
-1.07%
-$12,089.33 
AMLP Alerian MLP ETF
-0.73%
-$9,638.09 
MPLX MPLX LP
-0.72%
-$2,798.76 
PLTR Palantir Technologies Inc.
-0.72%
-$830.88 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$253,447.38 
MLPA Global X MLP ETF
-0.6%
-$14,920.96 
MGK Vanguard Mega Cap Growth ETF
-0.43%
-$590.8 
VUG Vanguard Growth ETF
-0.39%
-$42,718.55 
XLI Industrial Select Sector SPDR Fund
-0.25%
-$33,476.38 
AMZN Amazon.com Inc
-0.13%
-$1,738.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.01%
-$1,275.51 Events
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Dividends
Dividend Analysis
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No Data
| Trades 626 | Longs Won 471/626 75% | Profit Factor 8.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,324.86 |
| Average Win $99,131.36 | Best Trade (Oct 15) $3.9M | Sharpe Ratio -9.97 |
| Average Loss -$35,607.58 | Worst Trade (Oct 15) -$1.03M | Z-Score 9.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w | Expectancy $65,769.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,250 | 5,625 | 5,000 | 4,375 | 3,750 | 3,125 | 2,500 | 1,875 | 1,250 | 625 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,397 | $4.32M | $6.69M | - | $2.37M | 54.97% | +0.548% |
| AMLP Alerian MLP ETF | 25,034 | $1.25M | $1.3M | - | $49,256.03 | 3.93% | -0.735% |
| AMZN Amazon.com Inc | 5,434 | $1.07M | $1.38M | - | $304,086.93 | 28.29% | -0.126% |
| ARCC Ares Capital Corporation | 3,544 | $70,986.32 | $67,105.64 | - | -$3,880.68 | -5.47% | +1.856% |
| ARKK ARK Innovation ETF Fund | 43,544 | $2.13M | $3.69M | - | $1.56M | 73.09% | +0.207% |
| BNY BlackRock New York Municipal Income Trust | 16,358 | $2.34M | $2.32M | - | -$22,737.62 | -0.97% | +3.062% |
| BRK-B Berkshire Hathaway Inc. | 11,918 | $4.58M | $6.3M | - | $1.72M | 37.51% | +0.397% |
| BX Blackstone Inc. | 31,849 | $3.97M | $3.47M | - | -$507,329.26 | -12.77% | +2.453% |
| COST Costco Wholesale Corporation | 4,507 | $4.13M | $4.45M | - | $318,553.84 | 7.71% | +0.607% |
| COWZ Pacer US Cash Cows 100 ETF | 4,985 | $288,616.41 | $349,548.2 | - | $60,931.79 | 21.11% | +1.125% |
| CRM Salesforce Inc | 1,899 | $454,527.21 | $464,001.66 | - | $9,474.45 | 2.08% | +3.556% |
| CVX Chevron Corporation | 5,101 | $879,358.21 | $1.12M | - | $241,178.46 | 27.43% | -1.067% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 12,109 | $5.56M | $6.3M | - | $735,081.99 | 13.21% | +0.863% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 6,744 | $408,502.41 | $482,263.44 | - | $73,761.03 | 18.06% | +0.605% |
| FV First Trust Dorsey Wright Focus 5 ETF | 4,478 | $230,878.39 | $331,775.02 | - | $100,896.63 | 43.7% | +0.449% |
| GILD Gilead Sciences Inc. | 5,500 | $665,013.32 | $875,407.5 | - | $210,394.18 | 31.64% | +3.664% |
| GLD SPDR Gold Shares | 1,516 | $588,366.54 | $576,110.32 | - | -$12,256.22 | -2.08% | +1.072% |
| GOOG Alphabet Inc | 11,635 | $3.96M | $4.01M | - | $45,986.44 | 1.16% | +0.314% |
| GOOGL Alphabet Inc | 2,948 | $1.01M | $1.03M | - | $19,077.17 | 1.89% | +0.36% |
| HTGC Hercules Capital Inc. | 15,056 | $250,983.52 | $251,510.48 | - | $526.96 | 0.21% | +2.234% |
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FAQ
Which stocks have generated the highest profits for ANDREW J. BARFOOT?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total International Stock Index Fund Investor Shares - $2.48M, Alerian MLP ETF - $1.77M, Utilities Select Sector SPDR Fund - $1.06M, Vanguard Growth ETF - $938,773.28, and Consumer Staples Select Sector SPDR Fund - $869,164.28. 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: iShares Core MSCI Emerging Markets ETF - $221,613.74, Ready Capital Corporation - $206,321.63, Oracle Corporation - $81,549.79, iShares 20+ Year Treasury Bond ETF - $67,275.34, and iShares U.S. Consumer Discretionary ETF - $46,518.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does ANDREW J. BARFOOT's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.15M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $939,207.32, Vanguard Total International Stock Index Fund Investor Shares - $790,891.1, Utilities Select Sector SPDR Fund - $375,626.79, Consumer Staples Select Sector SPDR Fund - $269,537.34, and iShares Core S&P Small-Cap ETF - $237,867.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are ANDREW J. BARFOOT's monthly returns?
ANDREW J. BARFOOT'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 ANDREW J. BARFOOT's strategy be considered aggressive or moderate?
ANDREW J. BARFOOT'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 ANDREW J. BARFOOT's strategy?
ANDREW J. BARFOOT'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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