Chris Kleine Portfolio
Invests via Park Capital Management, LLC / WI | Managed by Chris Kleine
Invests via Park Capital Management, LLC / WI
Managed by Chris Kleine
Automatically Tracked
Chris Kleine Profile
Seasoned investor and operating executive focused on growth-stage technology and financial-services businesses. Chris Kleine brings experience directing capital allocation, portfolio transformation, and strategic M&A while serving on boards and leading commercial scaling initiatives. He blends investment sourcing, due diligence, and hands-on operational improvement to drive EBITDA expansion and exit planning. Prior roles span investment management and senior operating functions; holds advanced business credentials and is active in deal syndication and limited partner networks. Market-relevant expertise includes growth equity, operational turnarounds, and governance oversight.
Seasoned investor and operating executive focused on growth-stage technology and financial-services businesses. Chris Kleine brings experience directing capital allocation, portfolio transformation, and strategic M&A while serving on boards and leading commercial scaling initiatives. He blends investment sourcing, due diligence, and hands-on operational improvement to drive EBITDA expansion and exit planning. Prior roles span investment management and senior operating functions; holds advanced business credentials and is active in deal syndication and limited partner networks. Market-relevant expertise includes growth equity, operational turnarounds, and governance oversight.
Investment Philosophy & Strategy
Focuses on growth-stage technology and financial-services companies, pursuing concentrated growth-equity investments where operational intervention accelerates value creation. Prioritizes rigorous due diligence, board-level governance, and disciplined capital allocation to catalyze EBITDA expansion through commercial scaling, margin improvement, and targeted M&A. Favors multi-year hold periods that balance active operational involvement with exit-driven value realization. Risk-managed portfolio construction combines selective syndication with hands-on turnaround playbooks, emphasizing scalable revenue models, repeatable unit economics, and clear governance milestones to de-risk exits.
Focuses on growth-stage technology and financial-services companies, pursuing concentrated growth-equity investments where operational intervention accelerates value creation. Prioritizes rigorous due diligence, board-level governance, and disciplined capital allocation to catalyze EBITDA expansion through commercial scaling, margin improvement, and targeted M&A. Favors multi-year hold periods that balance active operational involvement with exit-driven value realization. Risk-managed portfolio construction combines selective syndication with hands-on turnaround playbooks, emphasizing scalable revenue models, repeatable unit economics, and clear governance milestones to de-risk exits.
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:
17.34%
Gain -1.24%
Monthly
0.8%
Yearly
10.06%
Drawdown
14.56%
$158.98M
Equity
Holdings
$158.98M
Investment
$156.97M
$9.83M
Profit -$1.62M
Realized
$7.82M
Unrealized
$2.01M
Dividends
$3.35M
Goals
Avg. 35.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$1.62M
Win %
61%
This Week
Compared To Last Week
Gain
-1.79%
Profit
-$2.89M
Win %
61%
This Month
Compared to last month
Gain
-1.01%
Profit
-$1.62M
Win %
61%
This Year
Compared to last year
Gain
-5.78%
Profit
-$9.76M
Win %
64%
AMCX AMC Networks Inc.
+15.35%
+$26,949.63 
AMZN Amazon.com Inc
+15.32%
+$161,313.64 
BELFB Bel Fuse Inc.
+7.32%
+$11,822.72 
GOOG Alphabet Inc
+6.88%
+$52,187.84 
GOOGL Alphabet Inc
+6.73%
+$129,966.48 
COHR Coherent Corp.
+5.55%
+$56,813.69 
ANET Arista Networks, Inc.
+5.46%
+$34,838.24 
WHD Cactus Inc.
+4.86%
+$15,028.94 
SNDR Schneider National, Inc.
+4.69%
+$13,404.8 
HDSN Hudson Technologies Inc.
+4.14%
+$6,498.72 
AGNT eXp World Holdings Inc.
+3.85%
+$3,830.85 
META Meta Platforms Inc Class A
+3.28%
+$19,023.67 
CRC California Resources Corp
+3.04%
+$8,326.6 
MSFT Microsoft Corp.
+3.02%
+$94,195.85 
LITE Lumentum Holdings Inc.
+2.99%
+$42,352.22 
NVDA NVIDIA Corporation
+2.93%
+$342,571.87 
VRRM Verra Mobility Corporation
+2.92%
+$1,729.35 
CHEF The Chefs' Warehouse, Inc.
+2.79%
+$9,615.36 
CXM Sprinklr Inc.
+2.58%
+$1,666.4 
MRVL Marvell Technology, Inc.
+2.32%
+$31,698.66 
GLW Corning Incorporated
+2.24%
+$27,800.25 
WDC Western Digital Corporation
+2.21%
+$58,115.26 
CSCO Cisco Systems, Inc.
+2.14%
+$14,159.61 
ECG Everus Construction Group, Inc.
+2.02%
+$5,853.99 
DV DoubleVerify Holdings Inc.
+1.9%
+$5,053.44 
PANW Palo Alto Networks, Inc.
+1.89%
+$42,582.6 
FIX Comfort Systems USA, Inc.
+1.88%
+$36,340.82 
ARI Apollo Commercial Real Estate Finance Inc.
+1.85%
+$4,745.28 
CRM Salesforce Inc
+1.83%
+$5,626.99 
ORCL Oracle Corporation
+1.81%
+$3,594.36 
SHEL Shell plc
+1.62%
+$4,953.9 
HPE Hewlett Packard Enterprise Company
+1.61%
+$33,887.64 
WIT Wipro Limited American Depositary Receipt
+1.54%
+$339.75 
ADAM Adamas Trust, Inc.
+1.45%
+$2,925 
GE General Electric Company
+1.42%
+$3,204.11 
SLB Schlumberger Limited
+1.39%
+$3,349.68 
SITM SiTime Corporation
+1.39%
+$3,635.68 
KLAC KLA Corporation
+1.38%
+$19,115.81 
LAR Lithium Argentina AG
+1.35%
+$959.28 
CIEN Ciena Corporation
+1.34%
+$18,495.65 
MH McGraw Hill, Inc.
+1.29%
+$1,459.22 
MBC MasterBrand, Inc.
+1.23%
+$1,058.7 
AMAT Applied Materials, Inc.
+1.18%
+$23,104.48 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$2,099.6 
VUG Vanguard Growth ETF
+1.1%
+$4,567.23 
LILAK Liberty Latin America Ltd.
+1%
+$1,274.48 
URI United Rentals, Inc.
+0.99%
+$2,306.71 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,434 
RNW Renew Energy Global Plc
+0.81%
+$959.4 
TSLA Tesla, Inc.
+0.76%
+$6,331.83 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$113,742.62 
CAT Caterpillar Inc.
+0.7%
+$1,950.48 
IVV iShares Core S&P 500 ETF
+0.69%
+$20,341.76 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$93,963.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$9,013.79 
GRC The Gorman-Rupp Company
+0.62%
+$1,203 
TER Teradyne, Inc.
+0.6%
+$11,189.25 
STX Seagate Technology Holdings plc
+0.52%
+$13,407.88 
Q Qnity Electronics Inc.
+0.51%
+$1,774.05 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$899.65 
HCKT The Hackett Group, Inc.
+0.47%
+$659.25 
RDN Radian Group Inc.
+0.46%
+$1,940.58 
BOW Bowhead Specialty Holdings Inc.
+0.46%
+$1,320.9 
OSPN OneSpan Inc.
+0.45%
+$848.75 
BHE Benchmark Electronics Inc.
+0.44%
+$1,463.7 
BRSP BrightSpire Capital Inc.
+0.4%
+$835 
VLO Valero Energy Corporation
+0.38%
+$4,072.18 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$840 
AVGO Broadcom Inc.
+0.37%
+$3,762.72 
PG Procter & Gamble Co
+0.37%
+$943.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,691.1 
BAC Bank of America Corporation
+0.36%
+$2,156.88 
VICR Vicor Corporation
+0.34%
+$508.9 
CXW CoreCivic Inc.
+0.34%
+$913.7 
WKC World Kinect Corporation
+0.33%
+$956.8 
CCNE CNB Financial Corporation
+0.31%
+$809.59 
CASS Cass Information Systems, Inc.
+0.29%
+$776.48 
JPM JPMorgan Chase & Co.
+0.27%
+$3,981.84 
IBOC International Bancshares Corporation
+0.26%
+$1,169.4 
JNJ Johnson & Johnson
+0.21%
+$2,220.17 
SHBI Shore Bancshares Inc.
+0.2%
+$462.4 
INTU Intuit Inc.
+0.18%
+$718.78 
DELL Dell Technologies Inc.
+0.14%
+$2,434.88 
CON Concentra Group Holdings Inc.
+0.1%
+$260.61 
WMT Walmart Inc.
+0.09%
+$955.32 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$172.02 
HTB Hometrust Bancshares Inc.
+0.06%
+$360.75 
MGEE Mge Energy Inc.
+0.04%
+$427.14 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LILAV Liberty Latin America Ltd. Class A Common Stock
0%
$0 MTA
MTA
0%
$0 
AAPL Apple Inc.
-7.35%
-$584,483.24 
MOG-A Moog Inc.
-7.01%
-$30,664.2 
CGAU Centerra Gold Inc.
-6.17%
-$17,317.25 
MU Micron Technology, Inc.
-5.9%
-$160,104.45 
SNDK SanDisk Corporation
-5.09%
-$193,892.01 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-4.96%
-$20,930.26 
AVAH Aveanna Healthcare Holdings Inc.
-3.1%
-$3,134.7 
IBKR Interactive Brokers Group Inc.
-2.75%
-$22,982.7 
VRSK Verisk Analytics Inc.
-2.75%
-$6,836.5 
OI O-I Glass, Inc.
-2.72%
-$3,460.6 
ABBV AbbVie Inc.
-2.51%
-$6,767.62 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-2.48%
-$5,033.6 
BLMN Bloomin' Brands Inc.
-2.26%
-$3,196.8 
ETD Ethan Allen Interiors Inc.
-2.23%
-$4,801.14 
NFLX Netflix, Inc.
-2%
-$8,866.58 
NAT Nordic American Tankers Ltd.
-1.95%
-$1,328.6 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$2,401.95 
AMD Advanced Micro Devices, Inc.
-1.9%
-$43,012.29 
VNO Vornado Realty Trust
-1.89%
-$7,935.16 
NWSA News Corporation
-1.89%
-$7,008.19 
UAL United Airlines Holdings, Inc.
-1.8%
-$5,269.49 
CNR Core Natural Resources, Inc.
-1.59%
-$3,409.47 
LRCX Lam Research Corporation
-1.58%
-$28,326.97 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$3,477.1 
NKE Nike, Inc. - Class B
-1.37%
-$4,130.18 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,725.03 
CHCT Community Healthcare Trust Inc.
-1.35%
-$2,521.25 
DAL Delta Air Lines, Inc.
-1.3%
-$3,533.95 
CNNE Cannae Holdings Inc.
-1.09%
-$2,368.48 
DOC Healthpeak Properties, Inc.
-1.04%
-$3,346.26 
INTC Intel Corporation
-1.02%
-$17,199.42 
FOXA Fox Corporation
-1%
-$4,023.8 
UPS United Parcel Service, Inc.
-1%
-$2,005.5 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$8,841.1 
UNM Unum Group
-0.76%
-$2,612.94 
MA Mastercard Incorporated
-0.74%
-$4,131 
VIRT Virtu Financial, Inc.
-0.73%
-$2,021.43 
NAVI Navient Corporation
-0.71%
-$2,060.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,347.01 
AMGN Amgen Inc.
-0.64%
-$2,425.45 
IRDM Iridium Communications Inc.
-0.63%
-$1,151.7 
EFA iShares MSCI EAFE ETF
-0.62%
-$8,238.12 
HSTM HealthStream Inc.
-0.57%
-$1,411.35 
CENT Central Garden & Pet Company
-0.53%
-$2,692.62 
LLY Eli Lilly and Company
-0.53%
-$2,997.57 
IWM iShares Russell 2000 ETF
-0.47%
-$1,798.65 
PEP PepsiCo, Inc.
-0.46%
-$953.6 
HD The Home Depot, Inc.
-0.42%
-$3,286.01 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$860.34 
AXP American Express Company
-0.38%
-$1,332.22 
FDX FedEx Corporation
-0.37%
-$1,559.4 
ABEV Ambev S.A.
-0.32%
-$102.76 
USNA Usana Health Sciences, Inc.
-0.27%
-$969.96 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,511.1 
CARS Cars.com Inc.
-0.25%
-$446.52 
COST Costco Wholesale Corporation
-0.24%
-$560.87 
VB Vanguard Small-Cap ETF
-0.22%
-$593.32 
KR Kroger Co.
-0.21%
-$1,642.8 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$2,268.81 
MOMO Hello Group Inc. Sponsored ADR
-0.17%
-$186.39 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,386 
FSBC Five Star Bancorp
-0.11%
-$644.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$196.08 
KFRC Kforce Inc.
-0.07%
-$257.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$331.84 
JHG Janus Henderson Group plc
-0.04%
-$85.02 
V Visa Inc. Class A
-0.04%
-$205.37 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,398.13 
TGT Target Corporation
-0.01%
-$81.04 
UBER Uber Technologies, Inc.
-0.01%
-$35.77 Events
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Dividends
Dividend Analysis
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| Trades 552 | Longs Won 347/552 62% | Profit Factor 1.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $285,612.65 |
| Average Win $81,578.86 | Best Trade (Aug 28) $5.36M | Sharpe Ratio -13.22 |
| Average Loss -$90,142.95 | Worst Trade (Aug 10) -$3.16M | Z-Score 1.35 (82.21%) |
| Commissions $0 | Avg. Trade Length 8m 1w 2d | Expectancy $17,805.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 1,764 | 1,587 | 1,411 | 1,235 | 1,058 | 882 | 705 | 529 | 353 | 176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,837 | $5.94M | $7.36M | - | $1.42M | 23.9% | -7.354% |
| ABBV AbbVie Inc. | 1,046 | $244,138.29 | $262,483.24 | - | $18,344.95 | 7.51% | -2.513% |
| ABEV Ambev S.A. | 10,276 | $30,006 | $31,958.36 | - | $1,952.36 | 6.51% | -0.321% |
| ADAM Adamas Trust, Inc. | 22,500 | $188,336.14 | $204,075 | - | $15,738.86 | 8.36% | +1.454% |
| AGNT eXp World Holdings Inc. | 25,539 | $138,166 | $103,432.95 | - | -$34,733.05 | -25.14% | +3.846% |
| AHRT AMERICAN HEALTHCARE REIT INC | 34,771 | $206,909.45 | $242,006.16 | - | $35,096.71 | 16.96% | -1.416% |
| AMAT Applied Materials, Inc. | 3,916 | $2.6M | $1.99M | - | -$614,084.65 | -23.6% | +1.176% |
| AMCX AMC Networks Inc. | 18,087 | $170,922.15 | $202,574.4 | - | $31,652.25 | 18.52% | +15.345% |
| AMD Advanced Micro Devices, Inc. | 4,655 | $2.7M | $2.22M | - | -$487,657.8 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 978 | $272,040.77 | $376,686.48 | - | $104,645.71 | 38.47% | -0.64% |
| AMZN Amazon.com Inc | 4,471 | $965,283.7 | $1.21M | - | $248,950.44 | 25.79% | +15.321% |
| ANET Arista Networks, Inc. | 3,734 | $544,081.17 | $673,426.94 | - | $129,345.77 | 23.77% | +5.456% |
| ARI Apollo Commercial Real Estate Finance Inc. | 39,544 | $422,334 | $261,781.28 | - | -$160,552.72 | -38.02% | +1.846% |
| ARM Arm Holdings plc American Depositary Receipt | 4,779 | $1.69M | $1.15M | - | -$549,011.49 | -32.4% | -0.766% |
| ASML ASML Holding N.V. New York Registry Shares | 166 | $330,247 | $270,414 | - | -$59,833 | -18.12% | -1.359% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 5,249 | $236,835 | $184,607.33 | - | -$52,227.67 | -22.05% | +1.15% |
| AVAH Aveanna Healthcare Holdings Inc. | 10,449 | $67,291.28 | $98,116.11 | - | $30,824.83 | 45.81% | -3.096% |
| AVGO Broadcom Inc. | 2,613 | $714,786.12 | $1.02M | - | $302,402.52 | 42.31% | +0.371% |
| AXP American Express Company | 1,049 | $311,775.59 | $352,726.25 | - | $40,950.66 | 13.13% | -0.376% |
| BAC Bank of America Corporation | 9,804 | $432,099.06 | $607,357.8 | - | $175,258.74 | 40.56% | +0.356% |
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FAQ
Which stocks have generated the highest profits for Chris Kleine?
The largest contributions to the portfolio's profits come from the following stocks: Hartford Total Return Bond ETF - $2.49M, iShares Core S&P Small-Cap ETF - $1.24M, Micron Technology, Inc - $573,761.14, Seagate Technology Holdings plc - $565,957.87, and Alphabet Inc - $544,390.04. 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: Expedia Group, Inc - $202,202.59, First Solar, Inc - $201,697.22, Robinhood Markets, Inc - $182,314.9, Dollar General Corporation - $126,107.68, and General Motors Company - $118,499.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Kleine's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.35M earned over time. The largest contributors to dividend income include Hartford Total Return Bond ETF - $2.16M, iShares Core S&P Small-Cap ETF - $123,987.62, iShares Core S&P 500 ETF - $52,572.54, iShares MSCI EAFE ETF - $51,981.4, and SPDR S&P 500 ETF Trust - $51,364.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Kleine's monthly returns?
Chris Kleine's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chris Kleine's strategy be considered aggressive or moderate?
Chris Kleine'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 Chris Kleine's strategy?
Chris Kleine'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.
