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:
17.73%
Gain -0.21%
Monthly
0.82%
Yearly
10.3%
Drawdown
10.1%
$138.26M
Equity
Holdings
$138.26M
Investment
$122.45M
$19.05M
Profit -$245,847.43
Realized
$3.25M
Unrealized
$15.8M
Dividends
$3.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$245,847.43
Win %
62%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$245,847.43
Win %
62%
This Month
Compared to last month
Gain
2.06%
Profit
$2.79M
Win %
62%
This Year
Compared to last year
Gain
7.14%
Profit
$9.21M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$240,256.65 
GOOG Alphabet Inc
+6.88%
+$59,722 
GOOGL Alphabet Inc
+6.73%
+$189,916.44 
BMI Badger Meter Inc.
+3.04%
+$42,938.39 
MSFT Microsoft Corp.
+3.02%
+$219,404.42 
MTD Mettler-Toledo International Inc.
+2.58%
+$28,801.88 
CSCO Cisco Systems, Inc.
+2.14%
+$37,543.5 
FIX Comfort Systems USA, Inc.
+1.88%
+$21,657.98 
TSCO Tractor Supply Company
+1.85%
+$25,740.4 
CRM Salesforce Inc
+1.83%
+$14,914.83 
ZTS Zoetis Inc.
+1.66%
+$12,961.63 
ACN Accenture plc Class A
+1.61%
+$36,470.35 
SAP SAP SE Sponsored ADR
+1.51%
+$15,667.32 
LMT Lockheed Martin Corporation
+1.5%
+$55,283.78 
NOC Northrop Grumman Corporation
+1.43%
+$23,988.72 
PH Parker-Hannifin Corporation
+1.43%
+$14,633.15 
VRSN Verisign Inc.
+1.2%
+$3,543.2 
MSI Motorola Solutions, Inc.
+1.14%
+$16,638.72 
ADBE Adobe Inc.
+1.01%
+$8,067.17 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$4,604.84 
ADP Automatic Data Processing Inc.
+0.98%
+$22,242.83 
NDSN Nordson Corporation
+0.86%
+$13,226.8 
AME Ametek Inc.
+0.71%
+$19,388.68 
BSY Bentley Systems, Incorporated Class B
+0.65%
+$7,653.25 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$3,220.73 
APH Amphenol Corporation
+0.55%
+$8,980.3 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,454.3 
AOS A. O. Smith Corporation
+0.54%
+$7,102.72 
WST West Pharmaceutical Services, Inc.
+0.4%
+$6,871.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$24,555.72 
OTIS Otis Worldwide Corporation
+0.36%
+$4,355.26 
GD General Dynamics Corporation
+0.32%
+$3,902.78 
ALLE Allegion plc
+0.22%
+$8,056.45 
CME CME Group Inc.
+0.21%
+$1,629.09 
JNJ Johnson & Johnson
+0.21%
+$2,781.97 
CMI Cummins Inc.
+0.19%
+$6,372.22 
INTU Intuit Inc.
+0.18%
+$1,987.61 
WMT Walmart Inc.
+0.09%
+$340.01 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$219.15 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4,833.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$265.32 
AAPL Apple Inc.
-7.35%
-$341,539.08 
NXPI NXP Semiconductors N.V.
-6.53%
-$20,400 
PAYP PayPay Corporation
-5.97%
-$24,009.6 
TYL Tyler Technologies Inc.
-4.24%
-$34,412.07 
CI The Cigna Group
-2.99%
-$21,697.23 
CSL Carlisle Companies Inc.
-2.69%
-$19,969.78 
CPRT Copart Inc.
-1.52%
-$11,759.4 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$7,338.75 
IEX IDEX Corporation
-1.42%
-$14,800.56 
NKE Nike, Inc. - Class B
-1.37%
-$9,224.32 
HSY The Hershey Company
-1.23%
-$33,127.23 
STE STERIS plc
-1.22%
-$10,256.57 
TJX The TJX Companies, Inc.
-1.21%
-$65,014.7 
ICLR ICON plc
-1.18%
-$5,233.17 
WRB W.R. Berkley Corporation
-1.15%
-$21,382.2 
MCK McKesson Corporation
-1.08%
-$3,504.32 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$11,811.8 
LMAT Lemaitre Vascular Inc.
-0.85%
-$2,551.71 
WAT Waters Corporation
-0.79%
-$4,484.98 
GGG Graco Inc.
-0.76%
-$4,496.92 
ULTA Ulta Beauty Inc.
-0.76%
-$10,214 
SPGI S&P Global Inc.
-0.74%
-$5,016.4 
MA Mastercard Incorporated
-0.74%
-$13,493.76 
AMGN Amgen Inc.
-0.64%
-$1,522.73 
DHR Danaher Corporation
-0.61%
-$8,133.65 
ROST Ross Stores, Inc.
-0.59%
-$38,794.58 
VLTO Veralto Corporation
-0.57%
-$2,771.28 
PRU Prudential Financial, Inc.
-0.56%
-$2,069.99 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$6,131.14 
TEL TE Connectivity plc
-0.43%
-$3,052.7 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$4,967.23 
A Agilent Technologies Inc.
-0.24%
-$3,110.41 
FISV Fiserv, Inc.
-0.24%
-$709.02 
COST Costco Wholesale Corporation
-0.24%
-$2,017.77 
MKL Markel Group Inc.
-0.2%
-$664.69 
ELV Elevance Health, Inc.
-0.15%
-$1,584.77 
V Visa Inc. Class A
-0.04%
-$1,237.09 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$64.01 Events
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Dividends
Dividend Analysis
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| Trades 309 | Longs Won 194/309 62% | Profit Factor 3.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $271,491.41 |
| Average Win $144,537.22 | Best Trade (Aug 07) $2.63M | Sharpe Ratio -9.8 |
| Average Loss -$78,188.9 | Worst Trade (Aug 02) -$1.35M | Z-Score 1.84 (93.44%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $61,645.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,767 | 1,590 | 1,413 | 1,237 | 1,060 | 883 | 707 | 530 | 353 | 177 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 9,148 | $1.15M | $1.27M | - | $118,422.71 | 10.32% | -0.245% |
| AAPL Apple Inc. | 13,929 | $3.49M | $4.3M | - | $814,730.68 | 23.36% | -7.354% |
| ACN Accenture plc Class A | 13,867 | $4.11M | $2.3M | - | -$1.81M | -44.05% | +1.611% |
| ADBE Adobe Inc. | 3,214 | $1.31M | $804,817.74 | - | -$504,436.29 | -38.53% | +1.013% |
| ADP Automatic Data Processing Inc. | 8,588 | $2.12M | $2.29M | - | $170,731.56 | 8.06% | +0.982% |
| ALLE Allegion plc | 23,696 | $3.17M | $3.73M | - | $558,146.16 | 17.6% | +0.216% |
| AME Ametek Inc. | 11,405 | $2.06M | $2.76M | - | $698,223.95 | 33.92% | +0.708% |
| AMGN Amgen Inc. | 614 | $200,968 | $236,488.24 | - | $35,520.24 | 17.67% | -0.64% |
| AMZN Amazon.com Inc | 6,659 | $1.46M | $1.81M | - | $347,494.88 | 23.79% | +15.321% |
| AOS A. O. Smith Corporation | 22,196 | $1.5M | $1.33M | - | -$161,602.46 | -10.8% | +0.535% |
| APH Amphenol Corporation | 20,410 | $888,865.15 | $1.64M | - | $751,078.35 | 84.5% | +0.551% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,305 | $670,087.64 | $669,722.4 | - | -$365.24 | -0.05% | +0.033% |
| BMI Badger Meter Inc. | 10,843 | $1.64M | $1.46M | - | -$180,222.8 | -11.01% | +3.037% |
| BR Broadridge Financial Solutions, Inc. | 7,477 | $1.33M | $1.15M | - | -$177,473.93 | -13.36% | -0.53% |
| BRK-B Berkshire Hathaway Inc. | 13,202 | $6.06M | $6.75M | - | $692,906.86 | 11.43% | +0.365% |
| BSY Bentley Systems, Incorporated Class B | 33,275 | $1.11M | $1.18M | - | $67,795.89 | 6.1% | +0.653% |
| CHKP Check Point Software Technologies Ltd. | 10,738 | $2.06M | $1.37M | - | -$692,412.79 | -33.65% | -0.858% |
| CHRW C.H. Robinson Worldwide, Inc. | 3,030 | $313,060 | $447,621.9 | - | $134,561.9 | 42.98% | +0.551% |
| CI The Cigna Group | 2,520 | $695,872.81 | $703,205.97 | - | $7,333.16 | 1.05% | -2.993% |
| CME CME Group Inc. | 2,858 | $631,132 | $765,343.85 | - | $134,211.85 | 21.27% | +0.213% |
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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 Geoffrey A. Grenert?
The largest contributions to the portfolio's profits come from the following stocks: Comfort Systems USA, Inc - $1.46M, iShares Short Treasury Bond ETF - $1.37M, Cummins Inc - $1.32M, Amphenol Corporation - $745,513.97, and Cisco Systems, Inc - $725,210.19. 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 $3.42M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.36M, SPDR Bloomberg 1-3 Month T-Bill ETF - $194,295.75, Lockheed Martin Corporation - $132,794.55, The Hershey Company - $125,661.38, and Accenture plc Class A - $115,828.55. 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.
