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:
11.07%
Gain
Monthly
0.34%
Yearly
4.22%
Drawdown
19.9%
$218.89M
Equity
Holdings
$218.89M
Investment
$193.62M
$36.89M
Profit -$640,945.52
Realized
$11.62M
Unrealized
$25.27M
Dividends
$5.71M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$640,945.52
Win %
82%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$427,051.51
Win %
82%
This Month
Compared to last month
Gain
-0.02%
Profit
-$37,121.66
Win %
82%
This Year
Compared to last year
Gain
-0.08%
Profit
-$107,772.76
Win %
82%
SBUX Starbucks Corporation
+3.21%
+$1,073.25 
CRM Salesforce Inc
+2.53%
+$8,032.77 
COST Costco Wholesale Corporation
+2.21%
+$91,086.47 
XLP Consumer Staples Select Sector SPDR Fund
+2.11%
+$45,668.48 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$6,195.3 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.9%
+$26,874.21 
LLY Eli Lilly and Company
+1.75%
+$10,347.52 
CVX Chevron Corporation
+1.48%
+$13,696.18 
AMLP Alerian MLP ETF
+1.41%
+$18,775.5 
MSFT Microsoft Corp.
+1.36%
+$208,039.76 
GILD Gilead Sciences Inc.
+1.31%
+$9,460.06 
COWZ Pacer US Cash Cows 100 ETF
+1.3%
+$4,162.48 
THQ Abrdn Healthcare Opportunities Fund
+1.24%
+$390.54 
AAPL Apple Inc.
+1.12%
+$71,380.96 
NLY Annaly Capital Management, Inc.
+1.12%
+$282.1 
KMI Kinder Morgan, Inc.
+1.09%
+$752.5 
MLPA Global X MLP ETF
+1.01%
+$25,645.4 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$62,323.17 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$4,150 
HTGC Hercules Capital Inc.
+0.65%
+$1,580.88 
BX Blackstone Inc.
+0.59%
+$23,727.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.55%
+$9,306.66 
MPLX MPLX LP
+0.55%
+$2,090.64 
WMB The Williams Companies, Inc.
+0.5%
+$8,265.43 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$18,672.55 
ARCC Ares Capital Corporation
+0.48%
+$319.31 
AMZN Amazon.com Inc
+0.31%
+$4,238.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.23%
+$17,030.4 
GOOGL Alphabet Inc
+0.18%
+$1,945.65 
GOOG Alphabet Inc
+0.17%
+$7,097.35 
VB Vanguard Small-Cap ETF
+0.13%
+$6,974.32 
TUSI Touchstone Ultra Short Income Fund
+0.1%
+$567.1 
XLF Financial Select Sector SPDR Fund
+0.08%
+$3,115.12 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,191.8 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$880.08 
ORCL Oracle Corporation
-4.59%
-$4,748.48 
VOYG Voyager Technologies, Inc.
-4.55%
-$55,617.65 
ARKK ARK Innovation ETF Fund
-2.96%
-$102,763.84 
NVDA NVIDIA Corporation
-2.42%
-$63,525.26 
VGT Vanguard Information Technology ETF
-2.03%
-$47,300 
BNY BlackRock New York Municipal Income Trust
-1.79%
-$47,601.78 
GLD SPDR Gold Shares
-1.78%
-$10,066.24 
FV First Trust Dorsey Wright Focus 5 ETF
-1.47%
-$4,701.9 
VOT Vanguard Mid-Cap Growth ETF
-1.4%
-$6,959.7 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$547,044.84 
VBK Vanguard Small-Cap Growth ETF
-1.28%
-$62,790 
VKI Invesco Advantage Municipal Income Trust II
-1.28%
-$179.64 
SCHF Schwab International Equity ETF
-1.18%
-$3,353.68 
IXUS iShares Core International Stock ETF
-1.16%
-$7,914.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$120,191.31 
MGK Vanguard Mega Cap Growth ETF
-0.95%
-$1,255.45 
VUG Vanguard Growth ETF
-0.89%
-$95,811.6 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$17,247.53 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.74%
-$2,832.48 
SCHM Schwab U.S. Mid-Cap ETF
-0.66%
-$15,294.74 
PLTR Palantir Technologies Inc.
-0.55%
-$424.1 
XLI Industrial Select Sector SPDR Fund
-0.53%
-$75,721.65 
VKQ Invesco Municipal Trust
-0.4%
-$684.6 
VOO Vanguard S&P 500 ETF
-0.39%
-$9,628.02 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$37,766.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$4,324.32 
VO Vanguard Mid-Cap ETF
-0.18%
-$475.17 
JBND JPMorgan Active Bond ETF
-0.12%
-$2,333.3 
IYF iShares U.S. Financials ETF
-0.12%
-$1,550 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.1%
-$6,054.5 Events
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Dividends
Dividend Analysis
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| Trades 626 | Longs Won 475/626 75% | Profit Factor 9.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,596.93 |
| Average Win $86,421.93 | Best Trade (Jul 13) $2.61M | Sharpe Ratio -10.01 |
| Average Loss -$27,581.89 | Worst Trade (Jul 16) -$1.45M | Z-Score 10.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $58,922.61 |
| 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 | 7,937 | 7,143 | 6,349 | 5,556 | 4,762 | 3,968 | 3,175 | 2,381 | 1,587 | 794 |
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