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:
20.35%
Gain +1.26%
Monthly
0.87%
Yearly
10.91%
Drawdown
10.1%
$140.96M
Equity
Holdings
$140.96M
Investment
$122.45M
$21.75M
Profit +$1.58M
Realized
$3.25M
Unrealized
$18.51M
Dividends
$3.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$1.58M
Win %
62%
This Week
Compared To Last Week
Gain
2%
Profit
$2.76M
Win %
62%
This Month
Compared to last month
Gain
4.24%
Profit
$5.74M
Win %
62%
This Year
Compared to last year
Gain
9.23%
Profit
$11.92M
Win %
64%
NKE Nike, Inc. - Class B
+6.62%
+$37,135.84 
INTU Intuit Inc.
+6.55%
+$70,873.27 
CPRT Copart Inc.
+5.52%
+$37,891.4 
ACN Accenture plc Class A
+4.94%
+$147,267.4 
ZTS Zoetis Inc.
+4.73%
+$36,621.72 
ICLR ICON plc
+4.5%
+$20,292 
ADBE Adobe Inc.
+4.17%
+$32,269.49 
CRM Salesforce Inc
+3.92%
+$41,725.56 
SPGI S&P Global Inc.
+3.73%
+$24,885.8 
BR Broadridge Financial Solutions, Inc.
+3.52%
+$44,301.3 
DHR Danaher Corporation
+3.43%
+$52,672.56 
TYL Tyler Technologies Inc.
+3.4%
+$29,906.68 
BSY Bentley Systems, Incorporated Class B
+3.36%
+$39,264.5 
CI The Cigna Group
+3.31%
+$24,154.23 
TMO Thermo Fisher Scientific Inc.
+3.29%
+$44,614.04 
AMGN Amgen Inc.
+3.25%
+$8,503.91 
CSL Carlisle Companies Inc.
+3.22%
+$21,052.52 
STE STERIS plc
+3.17%
+$25,148.54 
MTD Mettler-Toledo International Inc.
+3.01%
+$39,034.57 
NXPI NXP Semiconductors N.V.
+2.92%
+$8,223.75 
ADP Automatic Data Processing Inc.
+2.92%
+$70,249.84 
V Visa Inc. Class A
+2.73%
+$94,290.79 
ULTA Ulta Beauty Inc.
+2.67%
+$41,380.25 
SSD Simpson Manufacturing Co., Inc.
+2.66%
+$13,680.44 
FISV Fiserv, Inc.
+2.61%
+$6,556.8 
HSY The Hershey Company
+2.51%
+$62,607.52 
AOS A. O. Smith Corporation
+2.49%
+$31,962.24 
MA Mastercard Incorporated
+2.4%
+$45,910.5 
ROST Ross Stores, Inc.
+2.33%
+$138,884.05 
CHKP Check Point Software Technologies Ltd.
+2.22%
+$31,999.22 
WAT Waters Corporation
+2.17%
+$14,182.51 
SAP SAP SE Sponsored ADR
+2.15%
+$27,103.26 
WMT Walmart Inc.
+2.06%
+$8,126 
WST West Pharmaceutical Services, Inc.
+2.04%
+$38,297.16 
MCK McKesson Corporation
+2.04%
+$7,478.64 
OTIS Otis Worldwide Corporation
+1.89%
+$21,860.06 
LMT Lockheed Martin Corporation
+1.78%
+$59,703.92 
PRU Prudential Financial, Inc.
+1.73%
+$5,895 
ALLE Allegion plc
+1.72%
+$62,083.52 
CHRW C.H. Robinson Worldwide, Inc.
+1.69%
+$7,135.65 
MKL Markel Group Inc.
+1.59%
+$4,986.84 
TJX The TJX Companies, Inc.
+1.42%
+$68,739.86 
MSI Motorola Solutions, Inc.
+1.38%
+$21,059.97 
GGG Graco Inc.
+1.32%
+$7,851.18 
SGOL abrdn Physical Gold Shares ETF
+1.32%
+$6,630.62 
LMAT Lemaitre Vascular Inc.
+1.19%
+$2,874.34 
A Agilent Technologies Inc.
+1.12%
+$17,838.6 
MSFT Microsoft Corp.
+1.06%
+$91,176.94 
WRB W.R. Berkley Corporation
+0.89%
+$16,673.03 
COST Costco Wholesale Corporation
+0.85%
+$7,367.62 
TSCO Tractor Supply Company
+0.76%
+$11,491.25 
CME CME Group Inc.
+0.72%
+$5,858.9 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.54%
+$3,154 
GOOGL Alphabet Inc
+0.47%
+$13,692.16 
ELV Elevance Health, Inc.
+0.43%
+$5,235.5 
GOOG Alphabet Inc
+0.42%
+$3,757.03 
NOC Northrop Grumman Corporation
+0.38%
+$5,957.88 
VLTO Veralto Corporation
+0.38%
+$1,950.16 
GD General Dynamics Corporation
+0.34%
+$3,678.85 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$20,067.04 
SHY iShares 1-3 Year Treasury Bond ETF
+0.15%
+$771.84 
VRSN Verisign Inc.
+0.1%
+$309 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$146.1 
SHV iShares Short Treasury Bond ETF
+0.02%
+$3,222.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$132.66 
FIX Comfort Systems USA, Inc.
-5.32%
-$55,732.82 
CSCO Cisco Systems, Inc.
-4%
-$70,297.5 
APH Amphenol Corporation
-2.6%
-$87,763 
PAYP PayPay Corporation
-2.08%
-$7,753.1 
BMI Badger Meter Inc.
-2.04%
-$28,386.97 
IEX IDEX Corporation
-1.43%
-$15,246.36 
TEL TE Connectivity plc
-0.7%
-$5,076.4 
NDSN Nordson Corporation
-0.56%
-$9,565.87 
AME Ametek Inc.
-0.52%
-$14,484.35 
CMI Cummins Inc.
-0.34%
-$9,401.5 
PH Parker-Hannifin Corporation
-0.25%
-$2,582.62 
AMZN Amazon.com Inc
-0.1%
-$1,664.76 
JNJ Johnson & Johnson
-0.07%
-$997.31 
AAPL Apple Inc.
-0.07%
-$3,273.18 Events
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Dividends
Dividend Analysis
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| Trades 309 | Longs Won 195/309 63% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,463.26 |
| Average Win $157,878.24 | Best Trade (Oct 15) $2.16M | Sharpe Ratio -11.1 |
| Average Loss -$79,258.08 | Worst Trade (Oct 14) -$995,991.99 | Z-Score 2.28 (97.73%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $70,391.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,779 | 1,601 | 1,423 | 1,246 | 1,068 | 890 | 712 | 534 | 356 | 178 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9,148 | $1.15M | $1.61M | - | $462,204.55 | 40.28% | +1.121% |
| AAPL Apple Inc. | 13,929 | $3.49M | $4.77M | - | $1.29M | 36.86% | -0.069% |
| ACN Accenture plc Class A | 13,867 | $4.11M | $3.13M | - | -$983,969.84 | -23.93% | +4.94% |
| ADBE Adobe Inc. | 3,214 | $1.31M | $805,815.04 | - | -$503,438.99 | -38.45% | +4.172% |
| ADP Automatic Data Processing Inc. | 8,588 | $2.12M | $2.48M | - | $360,011.17 | 17% | +2.918% |
| ALLE Allegion plc | 23,696 | $3.17M | $3.68M | - | $504,119.52 | 15.89% | +1.718% |
| AME Ametek Inc. | 11,405 | $2.06M | $2.8M | - | $742,133.09 | 36.05% | -0.515% |
| AMGN Amgen Inc. | 614 | $200,968 | $270,135.44 | - | $69,167.44 | 34.42% | +3.25% |
| AMZN Amazon.com Inc | 6,659 | $1.46M | $1.69M | - | $229,297.7 | 15.7% | -0.098% |
| AOS A. O. Smith Corporation | 22,196 | $1.5M | $1.32M | - | -$180,691.02 | -12.08% | +2.49% |
| APH Amphenol Corporation | 40,820 | $888,885.56 | $3.29M | - | $2.4M | 269.86% | -2.6% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,305 | $670,087.64 | $668,663.17 | - | -$1,424.47 | -0.21% | +0.022% |
| BMI Badger Meter Inc. | 10,843 | $1.64M | $1.36M | - | -$272,475.15 | -16.64% | -2.038% |
| BR Broadridge Financial Solutions, Inc. | 7,477 | $1.33M | $1.3M | - | -$26,176.84 | -1.97% | +3.521% |
| BRK-B Berkshire Hathaway Inc. | 13,202 | $6.06M | $6.97M | - | $908,495.52 | 14.99% | +0.289% |
| BSY Bentley Systems, Incorporated Class B | 33,275 | $1.11M | $1.21M | - | $95,414.14 | 8.58% | +3.363% |
| CHKP Check Point Software Technologies Ltd. | 10,738 | $2.06M | $1.47M | - | -$585,784.45 | -28.47% | +2.223% |
| CHRW C.H. Robinson Worldwide, Inc. | 3,030 | $313,060 | $429,669.15 | - | $116,609.15 | 37.25% | +1.689% |
| CI The Cigna Group | 2,520 | $695,872.81 | $753,895.83 | - | $58,023.02 | 8.34% | +3.31% |
| CME CME Group Inc. | 2,858 | $631,132 | $822,075.12 | - | $190,943.12 | 30.25% | +0.718% |
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FAQ
Which stocks have generated the highest profits for Geoffrey A. Grenert?
The largest contributions to the portfolio's profits come from the following stocks: iShares Short Treasury Bond ETF - $1.48M, Comfort Systems USA, Inc - $1.46M, Cummins Inc - $1.33M, Amphenol Corporation - $750,616.47, and Cisco Systems, Inc - $731,699.19. 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: Fiserv, Inc - $1.46M, UnitedHealth Group Incorporated - $715,040.48, Oscar Health, Inc - $226,608.85, Fortive Corporation - $106,010.4, and Floor & Decor Holdings, Inc - $88,438.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Geoffrey A. Grenert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.83M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.46M, SPDR Bloomberg 1-3 Month T-Bill ETF - $196,339.1, Lockheed Martin Corporation - $154,895.25, The Hershey Company - $147,725.97, and Accenture plc Class A - $139,541.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Geoffrey A. Grenert's monthly returns?
Geoffrey A. Grenert's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Geoffrey A. Grenert's strategy be considered aggressive or moderate?
Geoffrey A. Grenert'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 Geoffrey A. Grenert's strategy?
Geoffrey A. Grenert'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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