GAG
Geoffrey A. Grenert Portfolio
Invests via Sierra Legacy Group | Managed by Geoffrey A. Grenert, Garrett Grenert
Invests via Sierra Legacy Group
Managed by Geoffrey A. Grenert, Garrett Grenert
Automatically Tracked
Senior investor and corporate lawyer with experience advising renewable energy and infrastructure transactions; Geoffrey A. Grenert combines legal practice, capital markets execution and board advisory roles to support project finance and M&A. Known for structuring sponsor-level financings, tax equity and JV arrangements; frequently engaged with private equity and strategic corporate clients.
Senior investor and corporate lawyer with experience advising renewable energy and infrastructure transactions; Geoffrey A. Grenert combines legal practice, capital markets execution and board advisory roles to support project finance and M&A. Known for structuring sponsor-level financings, tax equity and JV arrangements; frequently engaged with private equity and strategic corporate clients.
Investment Philosophy & Strategy
Combines legal rigor with deal-oriented capital allocation, targeting sponsor-level renewable energy and infrastructure projects where structured finance, tax equity and JV mechanics create asymmetric returns. Prefers long-dated, cash-flowing assets and growth-stage platforms, underwriting deals with emphasis on contractual protections, tax-advantaged structuring and sponsor alignment. Uses a conservative risk framework focused on regulatory stability, counterparty credit and project execution risk, deploying capital through structured financings, co-investments and advisory-led syndications.
Combines legal rigor with deal-oriented capital allocation, targeting sponsor-level renewable energy and infrastructure projects where structured finance, tax equity and JV mechanics create asymmetric returns. Prefers long-dated, cash-flowing assets and growth-stage platforms, underwriting deals with emphasis on contractual protections, tax-advantaged structuring and sponsor alignment. Uses a conservative risk framework focused on regulatory stability, counterparty credit and project execution risk, deploying capital through structured financings, co-investments and advisory-led syndications.
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:
8.92%
Gain -0.25%
Monthly
0.5%
Yearly
6.19%
Drawdown
10.14%
$134.77M
Equity
Holdings
$134.77M
Investment
$122.6M
$11.62M
Profit -$351,746.94
Realized
-$549,850.72
Unrealized
$12.17M
Dividends
$2.92M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$351,746.94
Win %
44%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$1.06M
Win %
44%
This Month
Compared to last month
Gain
-0.78%
Profit
-$1.06M
Win %
44%
This Year
Compared to last year
Gain
-3.35%
Profit
-$4.45M
Win %
48%
ICLR ICON plc
+4.62%
+$29,701.2 
ROST Ross Stores, Inc.
+3.9%
+$225,783.99 
WMT Walmart Inc.
+3.43%
+$13,192 
BMI Badger Meter Inc.
+3.42%
+$30,360.33 
AMGN Amgen Inc.
+3.03%
+$6,115.44 
TJX The TJX Companies, Inc.
+2.75%
+$143,236.26 
WAT Waters Corporation
+2.12%
+$11,850 
A Agilent Technologies Inc.
+1.81%
+$24,639.12 
PH Parker-Hannifin Corporation
+1.73%
+$15,399.9 
TEL TE Connectivity plc
+1.7%
+$14,344.5 
ZTS Zoetis Inc.
+1.55%
+$10,193.37 
IEX IDEX Corporation
+1.52%
+$17,574.76 
CMI Cummins Inc.
+1.44%
+$81,349.5 
WST West Pharmaceutical Services, Inc.
+1.37%
+$23,608.48 
CHRW C.H. Robinson Worldwide, Inc.
+1.24%
+$6,726.6 
DHR Danaher Corporation
+1.16%
+$12,310.25 
KEYS Keysight Technologies, Inc.
+1.13%
+$13,098.5 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$48,945.46 
COST Costco Wholesale Corporation
+0.79%
+$6,690.6 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.62%
+$1,778.21 
NDSN Nordson Corporation
+0.6%
+$10,641.64 
JNJ Johnson & Johnson
+0.31%
+$3,565.1 
STE STERIS plc
+0.25%
+$2,087.8 
SSD Simpson Manufacturing Co., Inc.
+0.24%
+$1,339.45 
AME Ametek Inc.
+0.21%
+$5,474.4 
ALLE Allegion plc
+0.19%
+$5,689.75 
NKE Nike, Inc. - Class B
+0.17%
+$1,192.8 
LMAT Lemaitre Vascular Inc.
+0.12%
+$322.63 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$526.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$134.66 
ANTM Anthem Inc
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SAP SAP SE Sponsored ADR
-5.31%
-$57,980.52 
CRM Salesforce Inc
-5.04%
-$48,684.78 
ULTA Ulta Beauty Inc.
-4.78%
-$61,965.54 
ACN Accenture plc Class A
-4.71%
-$105,140.5 
BSY Bentley Systems, Incorporated Class B
-4.06%
-$30,840.24 
INTU Intuit Inc.
-3.32%
-$38,380.9 
CHKP Check Point Software Technologies Ltd.
-3.13%
-$49,861.62 
MSFT Microsoft Corp.
-3.11%
-$217,022.96 
TYL Tyler Technologies Inc.
-3.11%
-$14,186.25 
AMZN Amazon.com Inc
-2.53%
-$43,270.5 
FISV Fiserv, Inc.
-2.44%
-$6,831 
ADBE Adobe Inc.
-2.24%
-$18,866.18 
NOC Northrop Grumman Corporation
-1.93%
-$32,634.72 
PRU Prudential Financial, Inc.
-1.84%
-$5,670 
FIX Comfort Systems USA, Inc.
-1.72%
-$38,184.8 
MSI Motorola Solutions, Inc.
-1.7%
-$23,760 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$16,128.22 
CPRT Copart Inc.
-1.65%
-$9,323.82 
AAPL Apple Inc.
-1.58%
-$69,366.56 
ADP Automatic Data Processing Inc.
-1.48%
-$24,960.11 
BR Broadridge Financial Solutions, Inc.
-1.4%
-$15,571.92 
MA Mastercard Incorporated
-1.2%
-$15,861.9 
CSCO Cisco Systems, Inc.
-1.17%
-$39,870 
V Visa Inc. Class A
-1.16%
-$32,520.16 
SGOL abrdn Physical Gold Shares ETF
-0.94%
-$5,150 
GOOGL Alphabet Inc
-0.79%
-$24,167 
WRB-PH W.R. Berkley Corporation 4.125%
-0.77%
-$2,991 
GOOG Alphabet Inc
-0.76%
-$7,046 
CI The Cigna Group
-0.68%
-$4,662 
LFUS Littelfuse Inc.
-0.67%
-$5,915 
OTIS Otis Worldwide Corporation
-0.56%
-$4,380.87 
MKL Markel Group Inc.
-0.55%
-$1,174.53 
NXPI NXP Semiconductors N.V.
-0.54%
-$2,218.5 
HSY The Hershey Company
-0.52%
-$14,435.25 
APH Amphenol Corporation
-0.47%
-$11,184.74 
GGG Graco Inc.
-0.34%
-$801.25 
CSL Carlisle Companies Inc.
-0.34%
-$2,315.78 
ROK Rockwell Automation, Inc.
-0.3%
-$2,609.58 
UNH UnitedHealth Group Incorporated
-0.25%
-$1,268.25 
LMT Lockheed Martin Corporation
-0.2%
-$6,271 
VRSN Verisign Inc.
-0.16%
-$484.1 
GD General Dynamics Corporation
-0.13%
-$1,407.56 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$366 
MTD Mettler-Toledo International Inc.
-0.04%
-$403.5 
AOS A. O. Smith Corporation
-0.04%
-$386.04 Events
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Dividends
Dividend Analysis
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| Trades 260 | Longs Won 131/260 50% | Profit Factor 2.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,646.04 |
| Average Win $170,180.62 | Best Trade (May 14) $3.11M | Sharpe Ratio -9.97 |
| Average Loss -$82,717.14 | Worst Trade (May 14) -$1.4M | Z-Score -1.18 (76.28%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $44,704.43 |
| 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 | 1,629 | 1,466 | 1,303 | 1,140 | 977 | 814 | 651 | 489 | 326 | 163 |
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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