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:
43.67%
Gain -0.16%
Monthly
1.14%
Yearly
14.61%
Drawdown
17.78%
$226.45M
Equity
Holdings
$226.45M
Investment
$193.62M
$44.42M
Profit -$248,249.91
Realized
$11.6M
Unrealized
$32.83M
Dividends
$5.69M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$248,249.91
Win %
87%
This Week
Compared To Last Week
Gain
0.64%
Profit
$1.44M
Win %
87%
This Month
Compared to last month
Gain
3.39%
Profit
$7.43M
Win %
87%
This Year
Compared to last year
Gain
3.37%
Profit
$7.45M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$196,058.67 
GOOG Alphabet Inc
+6.88%
+$267,255.95 
GOOGL Alphabet Inc
+6.73%
+$66,241.56 
MSFT Microsoft Corp.
+3.02%
+$527,161.71 
HTGC Hercules Capital Inc.
+3.01%
+$7,226.88 
NVDA NVIDIA Corporation
+2.93%
+$70,569.98 
CVX Chevron Corporation
+2.35%
+$23,056.52 
VOYG Voyager Technologies, Inc.
+2.34%
+$25,740.4 
CRM Salesforce Inc
+1.83%
+$6,285.68 
ORCL Oracle Corporation
+1.81%
+$1,804.11 
KMI Kinder Morgan, Inc.
+1.64%
+$1,118 
MPLX MPLX LP
+1.46%
+$5,664.96 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$1,403.15 
VUG Vanguard Growth ETF
+1.1%
+$113,509.29 
AMLP Alerian MLP ETF
+0.89%
+$12,266.66 
WMB The Williams Companies, Inc.
+0.89%
+$14,073.57 
MLPA Global X MLP ETF
+0.87%
+$22,847.72 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$115,575.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$69,783.5 
VOO Vanguard S&P 500 ETF
+0.71%
+$17,525.3 
PLTR Palantir Technologies Inc.
+0.65%
+$461.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$247,592.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$34,026.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,355.44 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$22,167.48 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,032.3 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$648.05 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$4,089.47 
VKQ Invesco Municipal Trust
+0.1%
+$171.15 
TUSI Touchstone Ultra Short Income Fund
+0.04%
+$226.84 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$475,614.44 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$11,127.6 
ARKK ARK Innovation ETF Fund
-2.28%
-$72,283.04 
NLY Annaly Capital Management, Inc.
-1.56%
-$390.6 
GLD SPDR Gold Shares
-1.49%
-$8,519.9 
GILD Gilead Sciences Inc.
-0.81%
-$5,884.94 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$54,564.65 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,872.1 
SCHF Schwab International Equity ETF
-0.58%
-$1,651.04 
SBUX Starbucks Corporation
-0.57%
-$190.8 
LLY Eli Lilly and Company
-0.53%
-$3,138.56 
THQ Abrdn Healthcare Opportunities Fund
-0.53%
-$169.8 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,571.78 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10,898.08 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$8,461.05 
VGT Vanguard Information Technology ETF
-0.38%
-$8,600 
ARCC Ares Capital Corporation
-0.37%
-$248.08 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$14,450.9 
VKI Invesco Advantage Municipal Income Trust II
-0.34%
-$44.91 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$12,880.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,857.56 
BX Blackstone Inc.
-0.25%
-$10,191.9 
COST Costco Wholesale Corporation
-0.24%
-$10,275.82 
VB Vanguard Small-Cap ETF
-0.22%
-$12,112.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$22,959.18 
JBND JPMorgan Active Bond ETF
-0.21%
-$3,948.67 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$2,775.69 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,918.23 
IXUS iShares Core International Stock ETF
-0.15%
-$1,007.3 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$9,260.17 
XLF Financial Select Sector SPDR Fund
-0.1%
-$4,153.5 
IYF iShares U.S. Financials ETF
-0.09%
-$1,200.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$131.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,245.32 Events
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Dividends
Dividend Analysis
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| Trades 626 | Longs Won 494/626 78% | Profit Factor 13.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $272,859.88 |
| Average Win $97,357.95 | Best Trade (Aug 31) $3.3M | Sharpe Ratio -10.24 |
| Average Loss -$27,831.67 | Worst Trade (Aug 02) -$2.46M | Z-Score 18.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 3d | Expectancy $70,960.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,397 | $4.32M | $5.99M | - | $1.68M | 38.82% | -7.354% |
| AMLP Alerian MLP ETF | 25,034 | $1.25M | $1.38M | - | $132,494.08 | 10.58% | +0.894% |
| AMZN Amazon.com Inc | 5,434 | $1.07M | $1.48M | - | $400,920.76 | 37.3% | +15.321% |
| ARCC Ares Capital Corporation | 3,544 | $70,986.32 | $66,485.44 | - | -$4,500.88 | -6.34% | -0.372% |
| ARKK ARK Innovation ETF Fund | 43,544 | $2.13M | $3.1M | - | $972,436.35 | 45.66% | -2.277% |
| BNY BlackRock New York Municipal Income Trust | 16,358 | $2.34M | $2.56M | - | $213,962.64 | 9.13% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 11,918 | $4.58M | $6.1M | - | $1.52M | 33.12% | +0.365% |
| BX Blackstone Inc. | 31,849 | $3.97M | $4.07M | - | $95,731.56 | 2.41% | -0.25% |
| COST Costco Wholesale Corporation | 4,507 | $4.13M | $4.29M | - | $155,986.4 | 3.77% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 4,985 | $288,616.41 | $333,546.35 | - | $44,929.94 | 15.57% | +0.195% |
| CRM Salesforce Inc | 1,899 | $454,527.21 | $349,453.99 | - | -$105,073.22 | -23.12% | +1.832% |
| CVX Chevron Corporation | 5,101 | $879,358.21 | $1M | - | $124,671.62 | 14.18% | +2.35% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 12,109 | $5.56M | $6.35M | - | $786,424.27 | 14.14% | +0.539% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 6,744 | $408,502.41 | $368,964.24 | - | -$39,538.17 | -9.68% | -2.928% |
| FV First Trust Dorsey Wright Focus 5 ETF | 4,478 | $230,878.39 | $311,301.6 | - | $80,423.21 | 34.83% | -0.502% |
| GILD Gilead Sciences Inc. | 5,500 | $665,013.32 | $716,155.05 | - | $51,141.73 | 7.69% | -0.815% |
| GLD SPDR Gold Shares | 1,516 | $588,366.54 | $563,254.66 | - | -$25,111.88 | -4.27% | -1.49% |
| GOOG Alphabet Inc | 11,635 | $3.96M | $4.15M | - | $184,675.52 | 4.66% | +6.884% |
| GOOGL Alphabet Inc | 2,948 | $1.01M | $1.05M | - | $40,420.69 | 4% | +6.734% |
| HTGC Hercules Capital Inc. | 15,056 | $250,983.52 | $247,219.52 | - | -$3,764 | -1.5% | +3.011% |
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Option values are updated at end of day.
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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 - $2.46M, Alerian MLP ETF - $1.77M, Utilities Select Sector SPDR Fund - $1.01M, Vanguard Growth ETF - $927,666.46, and Consumer Staples Select Sector SPDR Fund - $855,126.41. 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 - $81,940.29, 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 $5.69M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $939,207.32, Vanguard Total International Stock Index Fund Investor Shares - $770,967.63, Utilities Select Sector SPDR Fund - $322,755.4, Consumer Staples Select Sector SPDR Fund - $255,499.47, and Blackstone Inc - $219,416.95. 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.
