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:
11.2%
Gain -0.27%
Monthly
0.57%
Yearly
7.11%
Drawdown
10.26%
$131.14M
Equity
Holdings
$131.14M
Investment
$122.45M
$11.92M
Profit -$341,326.92
Realized
$3.24M
Unrealized
$8.69M
Dividends
$3.32M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$341,326.92
Win %
53%
This Week
Compared To Last Week
Gain
0.72%
Profit
$942,455.06
Win %
53%
This Month
Compared to last month
Gain
1.66%
Profit
$2.14M
Win %
53%
This Year
Compared to last year
Gain
1.63%
Profit
$2.1M
Win %
57%
WRB W.R. Berkley Corporation
+2.53%
+$45,055.35 
CSCO Cisco Systems, Inc.
+2.08%
+$35,226 
CHRW C.H. Robinson Worldwide, Inc.
+1.29%
+$8,059.8 
JNJ Johnson & Johnson
+1.25%
+$16,429.42 
PAYP PayPay Corporation
+1.23%
+$4,751.9 
TYL Tyler Technologies Inc.
+1%
+$7,931.6 
SGOL abrdn Physical Gold Shares ETF
+0.91%
+$4,441.87 
VRSN Verisign Inc.
+0.89%
+$2,523.51 
ADBE Adobe Inc.
+0.84%
+$6,363.69 
PRU Prudential Financial, Inc.
+0.69%
+$2,429.99 
NOC Northrop Grumman Corporation
+0.58%
+$9,526.23 
MKL Markel Group Inc.
+0.56%
+$1,908.77 
CHKP Check Point Software Technologies Ltd.
+0.46%
+$6,711.25 
TEL TE Connectivity plc
+0.32%
+$2,229.47 
ROST Ross Stores, Inc.
+0.3%
+$18,104.1 
ULTA Ulta Beauty Inc.
+0.15%
+$1,859.54 
AAPL Apple Inc.
+0.14%
+$6,685.92 
CMI Cummins Inc.
+0.1%
+$3,394.74 
ELV Elevance Health, Inc.
+0.05%
+$481.04 
SHV iShares Short Treasury Bond ETF
+0.04%
+$6,445 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$219.15 
MCK McKesson Corporation
+0.03%
+$101.53 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$397.98 
A Agilent Technologies Inc.
-3.43%
-$42,721.34 
AOS A. O. Smith Corporation
-2.77%
-$37,289.28 
WAT Waters Corporation
-2.46%
-$13,980 
CPRT Copart Inc.
-2.46%
-$18,161.74 
SSD Simpson Manufacturing Co., Inc.
-2.38%
-$13,876.1 
BSY Bentley Systems, Incorporated Class B
-2.29%
-$25,289 
GOOGL Alphabet Inc
-2.21%
-$66,263.6 
GOOG Alphabet Inc
-2.17%
-$19,994 
FISV Fiserv, Inc.
-2.11%
-$5,944.86 
GGG Graco Inc.
-2.1%
-$11,795.2 
CSL Carlisle Companies Inc.
-2.08%
-$14,736.77 
OTIS Otis Worldwide Corporation
-2.07%
-$25,964.05 
BR Broadridge Financial Solutions, Inc.
-2.03%
-$23,253.46 
TMO Thermo Fisher Scientific Inc.
-1.96%
-$21,376.93 
HSY The Hershey Company
-1.93%
-$51,210.37 
MTD Mettler-Toledo International Inc.
-1.92%
-$20,691.49 
NKE Nike, Inc. - Class B
-1.83%
-$12,961.76 
MSFT Microsoft Corp.
-1.83%
-$118,079.29 
V Visa Inc. Class A
-1.79%
-$57,705.79 
IEX IDEX Corporation
-1.76%
-$17,965.83 
TSCO Tractor Supply Company
-1.66%
-$23,671.97 
ALLE Allegion plc
-1.61%
-$53,078.8 
SAP SAP SE Sponsored ADR
-1.58%
-$14,580.92 
NXPI NXP Semiconductors N.V.
-1.5%
-$5,189.25 
STE STERIS plc
-1.47%
-$11,826 
NDSN Nordson Corporation
-1.45%
-$22,096.52 
MA Mastercard Incorporated
-1.44%
-$25,209.5 
SPGI S&P Global Inc.
-1.43%
-$10,670 
AMGN Amgen Inc.
-1.42%
-$3,229.63 
LMAT Lemaitre Vascular Inc.
-1.36%
-$4,106.2 
APH Amphenol Corporation
-1.25%
-$19,593.6 
INTU Intuit Inc.
-1.25%
-$12,797.32 
BMI Badger Meter Inc.
-1.19%
-$19,517.4 
CRM Salesforce Inc
-1.09%
-$8,516.34 
WST West Pharmaceutical Services, Inc.
-1.09%
-$19,863.31 
AMZN Amazon.com Inc
-1.05%
-$17,513.24 
LMT Lockheed Martin Corporation
-0.95%
-$31,389.53 
CI The Cigna Group
-0.8%
-$5,745.6 
ACN Accenture plc Class A
-0.75%
-$15,115.03 
OLLI Ollie's Bargain Outlet Holdings Inc.
-0.67%
-$2,838.6 
WMT Walmart Inc.
-0.64%
-$2,516 
DHR Danaher Corporation
-0.61%
-$8,577.89 
PH Parker-Hannifin Corporation
-0.59%
-$6,038.6 
FIX Comfort Systems USA, Inc.
-0.57%
-$6,548.41 
CME CME Group Inc.
-0.54%
-$3,772.56 
COST Costco Wholesale Corporation
-0.5%
-$4,177.23 
ADP Automatic Data Processing Inc.
-0.49%
-$10,820.88 
ZTS Zoetis Inc.
-0.48%
-$3,806.19 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$29,176.42 
VLTO Veralto Corporation
-0.43%
-$2,104.12 
TJX The TJX Companies, Inc.
-0.26%
-$13,544.46 
MSI Motorola Solutions, Inc.
-0.22%
-$3,071.25 
AME Ametek Inc.
-0.14%
-$3,649.6 
GD General Dynamics Corporation
-0.06%
-$671.85 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$64 
ICLR ICON plc
0%
-$13.35 Events
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Dividends
Dividend Analysis
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| Trades 309 | Longs Won 175/309 56% | Profit Factor 2.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,791.28 |
| Average Win $132,699.8 | Best Trade (Jul 18) $2.1M | Sharpe Ratio -14.18 |
| Average Loss -$84,322.6 | Worst Trade (Jul 18) -$1.51M | Z-Score -1.08 (71.88%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $38,586.53 |
| 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 | 1,555 | 1,400 | 1,244 | 1,089 | 933 | 778 | 622 | 467 | 311 | 156 |
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Returns
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