Grant Reeves Portfolio
Invests via CVFG LLC | Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Invests via CVFG LLC
Managed by Beau Browning, Jason Pike, Brent Thoman, Grant Reeves
Automatically Tracked
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
Investment Philosophy & Strategy
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
U.S.-based investment executive focused on real assets and credit, Grant Reeves brings operating and capital-markets experience across principal investing and portfolio operations. He has led sourcing, due diligence and asset management for private equity and credit strategies, working with sponsors, lenders and corporate management to drive returns and operational improvement. Market-facing skills include capital raising, structuring bespoke financings and portfolio valuation governance; positioned for roles in mid-market buyouts, distressed credit and infrastructure investments.
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:
0.91%
Gain
Monthly
0.05%
Yearly
0.59%
Drawdown
32.23%
$904.61M
Equity
Holdings
$904.61M
Investment
$793.26M
$112.34M
Profit -$5.02M
Realized
$997,285.37
Unrealized
$111.35M
Dividends
$5.26M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$5.02M
Win %
74%
This Week
Compared To Last Week
Gain
-3.91%
Profit
-$36.77M
Win %
74%
This Month
Compared to last month
Gain
-4.52%
Profit
-$42.82M
Win %
74%
This Year
Compared to last year
Gain
12.54%
Profit
$100.81M
Win %
74%
TRV The Travelers Companies, Inc.
+7.84%
+$556,955.27 
BE Bloom Energy Corporation
+3.1%
+$478,474.45 
CINF Cincinnati Financial Corporation
+2.68%
+$8,858.44 
CB Chubb Limited
+2.61%
+$201,843.46 
EMR Emerson Electric Co.
+2.13%
+$30,508.72 
T AT&T Inc.
+2.09%
+$4,684.64 
COP ConocoPhillips
+1.95%
+$17,116 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$40,878.54 
UNH UnitedHealth Group Incorporated
+1.84%
+$41,353.95 
WELL Welltower Inc.
+1.77%
+$24,186.28 
CVX Chevron Corporation
+1.69%
+$60,078.98 
XOM Exxon Mobil Corporation
+1.66%
+$9,733.95 
KR Kroger Co.
+1.62%
+$11,370.55 
HWM Howmet Aerospace Inc.
+1.61%
+$117,585.48 
RTX RTX Corporation
+1.57%
+$40,626.39 
CAH Cardinal Health Inc.
+1.55%
+$137,264.3 
MU Micron Technology, Inc.
+1.53%
+$210,771.17 
ITA iShares U.S. Aerospace & Defense ETF
+1.53%
+$4,959.65 
JNJ Johnson & Johnson
+1.53%
+$39,307.8 
LMT Lockheed Martin Corporation
+1.53%
+$75,131.47 
WFC Wells Fargo & Company
+1.45%
+$7,591.68 
HON Honeywell International Inc.
+1.39%
+$18,986.79 
XLE Energy Select Sector SPDR Fund
+1.37%
+$6,796.14 
ABBV AbbVie Inc.
+1.36%
+$67,830.45 
LHX L3Harris Technologies, Inc.
+1.33%
+$54,865.72 
GD General Dynamics Corporation
+1.33%
+$7,805.7 
SO The Southern Company
+1.31%
+$29,971.62 
PEG Public Service Enterprise Group Incorporated
+1.31%
+$4,328.48 
DUK Duke Energy Corporation
+1.28%
+$11,910.78 
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$7,299.03 
VZ Verizon Communications Inc.
+1.23%
+$4,592.16 
ROST Ross Stores, Inc.
+1.2%
+$2,901.6 
LLY Eli Lilly and Company
+1.2%
+$236,285.3 
LDOS Leidos Holdings Inc.
+1.18%
+$8,538.88 
EOG EOG Resources, Inc.
+1.12%
+$12,393.99 
DE Deere & Company
+1.11%
+$2,690.64 
PH Parker-Hannifin Corporation
+1.07%
+$77,649.92 
XLU Utilities Select Sector SPDR Fund
+1.03%
+$2,733.05 
WMT Walmart Inc.
+1.03%
+$60,127.44 
UNP Union Pacific Corporation
+0.93%
+$39,018.22 
NEE NextEra Energy, Inc.
+0.91%
+$14,171.76 
BA Boeing Company
+0.88%
+$4,500.09 
ESLT Elbit Systems Ltd.
+0.86%
+$41,458.32 
WM Waste Management, Inc.
+0.82%
+$45,872.64 
PG Procter & Gamble Co
+0.74%
+$10,116.96 
EXPD Expeditors International of Washington, Inc.
+0.61%
+$18,738.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$44,977.57 
VTV Vanguard Value ETF
+0.59%
+$1,660.1 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$1,362.24 
KMI Kinder Morgan, Inc.
+0.54%
+$1,233.22 
AUPH Aurinia Pharmaceuticals Inc.
+0.53%
+$5,739.99 
BRO Brown & Brown Inc.
+0.52%
+$5,577.84 
MGV Vanguard Mega Cap Value ETF
+0.51%
+$1,839.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.49%
+$3,820.88 
XLI Industrial Select Sector SPDR Fund
+0.48%
+$2,454.44 
GLD SPDR Gold Shares
+0.46%
+$815.77 
CL Colgate-Palmolive Company
+0.44%
+$1,014.75 
MPLX MPLX LP
+0.41%
+$4,864.5 
ORCL Oracle Corporation
+0.41%
+$2,536.74 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$1,537.94 
EGAN eGain Corporation
+0.4%
+$2,282.97 
HD The Home Depot, Inc.
+0.39%
+$15,266.78 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.35%
+$1,148.1 
COST Costco Wholesale Corporation
+0.34%
+$5,910.86 
DGRO iShares Core Dividend Growth ETF
+0.33%
+$2,441.11 
SHW The Sherwin-Williams Company
+0.33%
+$908.59 
LIN Linde plc
+0.32%
+$14,099.55 
PAHC Phibro Animal Health Corporation
+0.29%
+$5,356 
CRS Carpenter Technology Corporation
+0.28%
+$21,336.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$746.81 
ECL Ecolab Inc.
+0.27%
+$567.21 
SCHV Schwab U.S. Large-Cap Value ETF
+0.27%
+$617.22 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$1,932 
TFPM Triple Flag Precious Metals Corp
+0.22%
+$1,199.1 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.21%
+$7,904.47 
CGCP Capital Group Core Plus Income ETF
+0.2%
+$4,760.41 
JPM JPMorgan Chase & Co.
+0.2%
+$24,474.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$6,216.99 
WES Western Midstream Partners, LP
+0.16%
+$1,629.75 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.15%
+$1,460.49 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.14%
+$6,625.8 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.13%
+$548.35 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.12%
+$1,251.36 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$13,410.06 
DOV Dover Corporation
+0.12%
+$2,091.7 
CHD Church & Dwight Co., Inc.
+0.09%
+$694.98 
INDV Indivior Pharmaceuticals, Inc.
+0.07%
+$1,351.17 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.07%
+$354.2 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$5,606.92 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.04%
+$3,907.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$2,102.73 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$195 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$2,674.45 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$2,605.64 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$1,481.58 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$40.37 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.02%
+$144.04 
MUB iShares National Muni Bond ETF
+0.01%
+$26.11 
CMCL
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NFLX Netflix, Inc.
-8.68%
-$531,447.75 
SEZL Sezzle Inc.
-5.01%
-$390,794.44 
HSAI Hesai Group American Depositary Share
-4.76%
-$139,300.24 
META Meta Platforms Inc Class A
-4.27%
-$141,808.1 
AGX Argan Inc.
-4.04%
-$445,740.12 
PSIX Power Solutions International, Inc.
-3.58%
-$68,329.05 
FIX Comfort Systems USA, Inc.
-3.05%
-$98,035.6 
AEIS Advanced Energy Industries Inc.
-2.97%
-$77,690 
CLS Celestica Inc.
-2.97%
-$217,794.57 
PLTR Palantir Technologies Inc.
-2.6%
-$127,032.51 
CDE Coeur Mining, Inc.
-2.59%
-$47,326.06 
HBM Hudbay Minerals Inc.
-2.5%
-$18,964.4 
VRT Vertiv Holdings Co
-2.47%
-$345,335.94 
ECO Okeanis Eco Tankers Corp.
-2.4%
-$43,064.4 
EME EMCOR Group, Inc.
-2.33%
-$66,132.48 
AMD Advanced Micro Devices, Inc.
-2.32%
-$322,896.56 
TSLA Tesla, Inc.
-2.32%
-$43,352.1 
IBM International Business Machines Corporation
-2.23%
-$4,142.48 
MSFT Microsoft Corp.
-2.2%
-$360,643.28 
KO The Coca-Cola Company
-2.18%
-$69,243.44 
TTMI TTM Technologies, Inc.
-2.17%
-$234,802.27 
CIEN Ciena Corporation
-2.17%
-$116,736.75 
GOOG Alphabet Inc
-2.08%
-$141,179.33 
SPOT Spotify Technology S.A.
-2.07%
-$54,431.1 
GOOGL Alphabet Inc
-2.06%
-$298,117.05 
SOXX iShares Semiconductor ETF
-2.05%
-$27,675.02 
MGK Vanguard Mega Cap Growth ETF
-1.71%
-$11,565.92 
IEMG iShares Core MSCI Emerging Markets ETF
-1.7%
-$4,162.84 
SMCI Super Micro Computer Inc
-1.62%
-$47,972 
WPM Wheaton Precious Metals Corp.
-1.57%
-$17,339.72 
V Visa Inc. Class A
-1.56%
-$32,381.79 
ANET Arista Networks, Inc.
-1.54%
-$142,024.6 
CCL Carnival Corporation Ltd.
-1.51%
-$19,075.5 
IDR Idaho Strategic Resources, Inc.
-1.5%
-$9,051.5 
VUG Vanguard Growth ETF
-1.49%
-$11,987.7 
TMO Thermo Fisher Scientific Inc.
-1.43%
-$3,535.36 
CGXU Capital Group International Focus Equity ETF
-1.42%
-$13,251.08 
NVDA NVIDIA Corporation
-1.41%
-$427,911.4 
SSRM Ssr Mining Inc.
-1.39%
-$52,179.84 
CGGR Capital Group Growth ETF
-1.36%
-$6,542.5 
THFF First Financial Corporation
-1.34%
-$11,859.75 
QQQM Invesco NASDAQ 100 ETF
-1.34%
-$464,946.3 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$46,784.64 
MA Mastercard Incorporated
-1.33%
-$24,514.22 
CGAU Centerra Gold Inc.
-1.31%
-$19,662 
XLK State Street Technology Select Sector SPDR ETF
-1.31%
-$6,667.68 
VONG Vanguard Russell 1000 Growth Fund
-1.3%
-$28,851.87 
DAL Delta Air Lines, Inc.
-1.29%
-$22,300 
BR Broadridge Financial Solutions, Inc.
-1.28%
-$29,707.72 
ACN Accenture plc Class A
-1.28%
-$3,772.17 
KGC Kinross Gold Corporation
-1.26%
-$14,279.89 
TPC Tutor Perini Corporation
-1.26%
-$51,730.05 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$399,124.92 
GS The Goldman Sachs Group, Inc.
-1.25%
-$9,418.5 
QGRO American Century U.S. Quality Growth ETF
-1.24%
-$3,398.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$6,930.48 
EGO Eldorado Gold Corporation
-1.21%
-$21,423.4 
PYPL PayPal Holdings Inc
-1.19%
-$3,532.95 
IUSG iShares Core S&P U.S. Growth ETF
-1.18%
-$3,779.79 
IAG Iamgold Corporation
-1.16%
-$10,832.25 
SPGI S&P Global Inc.
-1.16%
-$18,345.75 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.15%
-$25,850 
ELV Elevance Health, Inc.
-1.12%
-$6,754.28 
CVNA Carvana Co.
-1.08%
-$33,466.6 
MTD Mettler-Toledo International Inc.
-1.06%
-$2,529.27 
CRM Salesforce Inc
-1.05%
-$2,544.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$9,051.36 
IXUS iShares Core International Stock ETF
-1.01%
-$3,322.15 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1%
-$1,920.09 
VEU Vanguard FTSE All-World ex-US ETF
-0.99%
-$2,284.45 
QUAL iShares MSCI USA Quality Factor ETF
-0.96%
-$2,734.92 
COHR Coherent Corp.
-0.96%
-$29,941.27 
CWI SPDR MSCI ACWI ex-US ETF
-0.95%
-$66,027.28 
AAPL Apple Inc.
-0.95%
-$258,878.87 
HL Hecla Mining Company
-0.93%
-$30,106.62 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-0.93%
-$15,832.6 
AVGO Broadcom Inc.
-0.93%
-$10,052.56 
KALU Kaiser Aluminum Corporation
-0.87%
-$9,151.2 
SOLS Sollensys Corp
-0.86%
-$1,428 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$3,203.47 
CGGO Capital Group Global Growth Equity ETF
-0.76%
-$32,031.3 
B BARRICK MINING CORP Common Stock (ABR0)
-0.75%
-$27,424.8 
AMZN Amazon.com Inc
-0.73%
-$107,993.79 
DIS The Walt Disney Company
-0.73%
-$3,001.76 
ITRG Integra Resources Corp.
-0.72%
-$1,084.5 
CGUS Capital Group Core Equity ETF
-0.71%
-$6,465.06 
C Citigroup Inc.
-0.69%
-$6,054.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$2,631.03 
AEM Agnico Eagle Mines Limited
-0.68%
-$10,051.44 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.67%
-$31,174.84 
WLDN Willdan Group, Inc.
-0.65%
-$21,829.5 
IVV iShares Core S&P 500 ETF
-0.61%
-$46,924.32 
VOO Vanguard S&P 500 ETF
-0.6%
-$13,461.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$107,386.48 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$48,104.28 
SCHB Schwab U.S. Broad Market ETF
-0.58%
-$2,313.36 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.56%
-$15,063.97 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.55%
-$294,997.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$43,740 
STX Seagate Technology Holdings plc
-0.54%
-$90,489.44 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.47%
-$122,471.32 
PWR Quanta Services Inc.
-0.45%
-$21,055.54 
CGDV Capital Group Dividend Value ETF
-0.45%
-$2,821.76 
OR OR ROYALTIES INC COMMON STOCK
-0.43%
-$7,242.72 
ARGX argenx SE American Depositary Receipt
-0.43%
-$31,172.22 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.43%
-$14,834.87 
ALSN Allison Transmission Holdings Inc.
-0.36%
-$1,144.5 
CSTM Constellium SE
-0.32%
-$24,589.8 
INTU Intuit Inc.
-0.32%
-$1,640.52 
ITW Illinois Tool Works Inc.
-0.3%
-$3,910 
CGBL Capital Group Core Balanced ETF
-0.27%
-$14,347.9 
FDX FedEx Corporation
-0.25%
-$960.64 
VALE Vale S.A.
-0.25%
-$1,127 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.24%
-$2,229.97 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$2,148.46 
VXF Vanguard Extended Market ETF
-0.22%
-$2,212.22 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$11,091.62 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.19%
-$1,831.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.18%
-$11,833.68 
ADP Automatic Data Processing Inc.
-0.17%
-$816.3 
MDY SPDR S&P MidCap 400 ETF Trust
-0.17%
-$570 
HSY The Hershey Company
-0.17%
-$5,214.3 
LOW Lowe's Companies Inc.
-0.17%
-$1,757.92 
MCD McDonald's Corporation
-0.17%
-$6,764.3 
PNC The PNC Financial Services Group, Inc.
-0.17%
-$760.67 
PEP PepsiCo, Inc.
-0.16%
-$476.3 
VB Vanguard Small-Cap ETF
-0.15%
-$409.41 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$1,338.37 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.14%
-$400.26 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.13%
-$282.39 
CECO CECO Environmental Corp.
-0.1%
-$2,446.26 
MUST Columbia Multi-Sector Municipal Income ETF
-0.09%
-$276.7 
TJX The TJX Companies, Inc.
-0.08%
-$755.76 
CAT Caterpillar Inc.
-0.07%
-$8,675.66 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.06%
-$556.73 
IWM iShares Russell 2000 ETF
-0.05%
-$723.15 
CMI Cummins Inc.
-0.05%
-$446.08 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$308.56 
UI Ubiquiti Inc.
-0.03%
-$1,562.26 Events
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Dividends
Dividend Analysis
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| Trades 672 | Longs Won 489/672 72% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $847,849.93 |
| Average Win $283,803.1 | Best Trade (Jul 13) $11.78M | Sharpe Ratio -2.12 |
| Average Loss -$144,456.2 | Worst Trade (Jul 10) -$2.93M | Z-Score 17.85 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 3d | Expectancy $167,178.92 |
| 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
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Option values are updated at end of day.
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