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:
6.04%
Gain
Monthly
0.32%
Yearly
3.88%
Drawdown
15.33%
$111.43M
Equity
Holdings
$111.43M
Investment
$96.29M
$21.04M
Profit -$162,242.04
Realized
$5.9M
Unrealized
$15.14M
Dividends
$3.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$162,242.04
Win %
71%
This Week
Compared To Last Week
Gain
0.28%
Profit
$305,798.98
Win %
71%
This Month
Compared to last month
Gain
1.63%
Profit
$1.78M
Win %
71%
This Year
Compared to last year
Gain
9.18%
Profit
$9.37M
Win %
74%
INTU Intuit Inc.
+5.74%
+$22,621.49 
INFY Infosys Limited
+4.39%
+$6,636.74 
WU Western Union Co.
+4.04%
+$6,601.07 
NKE Nike, Inc. - Class B
+3.68%
+$10,322.55 
AVAH Aveanna Healthcare Holdings Inc.
+3.59%
+$3,656.9 
OSG Octave Specialty Group, Inc.
+3.44%
+$4,252.4 
ABBV AbbVie Inc.
+3.4%
+$7,877.88 
RWT Redwood Trust Inc.
+3.36%
+$3,497.24 
AMGN Amgen Inc.
+3.06%
+$9,266.87 
JBGS JBG Smith Properties
+2.96%
+$4,908.2 
KR Kroger Co.
+2.94%
+$24,302.4 
VLO Valero Energy Corporation
+2.9%
+$28,060.72 
PEP PepsiCo, Inc.
+2.78%
+$5,662.54 
COST Costco Wholesale Corporation
+2.65%
+$5,582.1 
ULTA Ulta Beauty Inc.
+2.63%
+$5,881.49 
WMT Walmart Inc.
+2.47%
+$27,569.26 
MA Mastercard Incorporated
+2.44%
+$15,185.77 
MSFT Microsoft Corp.
+2.06%
+$56,117.23 
V Visa Inc. Class A
+1.94%
+$9,749.7 
MGEE Mge Energy Inc.
+1.91%
+$20,757.66 
PG Procter & Gamble Co
+1.81%
+$4,949.96 
RPD Rapid7 Inc.
+1.8%
+$3,501.74 
TGT Target Corporation
+1.79%
+$11,164.4 
KREF KKR Real Estate Finance Trust Inc.
+1.55%
+$3,294.41 
LLY Eli Lilly and Company
+1.31%
+$7,296.77 
JNJ Johnson & Johnson
+1.15%
+$12,879.4 
AAPL Apple Inc.
+1.14%
+$90,489 
XOM Exxon Mobil Corporation
+1.1%
+$3,240.42 
HD The Home Depot, Inc.
+1.07%
+$8,296.44 
NFLX Netflix, Inc.
+0.81%
+$3,435.6 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$64,417.23 
SHEL Shell plc
+0.56%
+$1,670.38 
ABEV Ambev S.A.
+0.5%
+$157.22 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$9,272.52 
DAL Delta Air Lines, Inc.
+0.4%
+$1,027.48 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$7,809.48 
LMT Lockheed Martin Corporation
+0.28%
+$493.35 
VB Vanguard Small-Cap ETF
+0.22%
+$588.85 
AHRT AMERICAN HEALTHCARE REIT INC
+0.21%
+$372.81 
AXP American Express Company
+0.17%
+$630.41 
MTA
0%
$0 
NYMT New York Mortgage Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBKR Interactive Brokers Group Inc.
-5.59%
-$48,614 
ORCL Oracle Corporation
-5.01%
-$11,918.8 
AVGO Broadcom Inc.
-4.43%
-$45,129.56 
CAT Caterpillar Inc.
-4.3%
-$13,423.47 
TIC Acuren Corporation
-3.84%
-$3,361.87 
AMAT Applied Materials, Inc.
-3.06%
-$10,658.41 
GOOGL Alphabet Inc
-2.74%
-$58,375.8 
NVDA NVIDIA Corporation
-2.71%
-$356,298.44 
GOOG Alphabet Inc
-2.67%
-$23,805.89 
CSCO Cisco Systems, Inc.
-2.5%
-$11,715.21 
RGLD Royal Gold Inc.
-2.21%
-$3,568.12 
ANET Arista Networks, Inc.
-2.13%
-$14,738.82 
UAL United Airlines Holdings, Inc.
-1.96%
-$5,612.12 
KLAC KLA Corporation
-1.96%
-$7,199.6 
META Meta Platforms Inc Class A
-1.92%
-$13,940.85 
VONG Vanguard Russell 1000 Growth Fund
-1.82%
-$7,871 
VUG Vanguard Growth ETF
-1.24%
-$4,126.74 
BLK BlackRock, Inc.
-1.13%
-$2,646.65 
JPM JPMorgan Chase & Co.
-1.08%
-$17,183.15 
TSLA Tesla, Inc.
-1.03%
-$10,856.61 
AMZN Amazon.com Inc
-0.94%
-$10,426.9 
EFA iShares MSCI EAFE ETF
-0.8%
-$10,484.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.58%
-$3,707.84 
IVV iShares Core S&P 500 ETF
-0.55%
-$16,745.4 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,439.04 
SCHX Schwab U.S. Large-Cap ETF
-0.49%
-$6,463.09 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$1,274.52 
BAC Bank of America Corporation
-0.23%
-$1,362.06 
IWM iShares Russell 2000 ETF
-0.15%
-$569.23 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.04%
-$488.98 
VO Vanguard Mid-Cap ETF
-0.03%
-$208.7 
HTRB Hartford Total Return Bond ETF
-0.03%
-$10,900.06 Events
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Dividends
Dividend Analysis
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| Trades 398 | Longs Won 250/398 62% | Profit Factor 9.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,161.58 |
| Average Win $93,772.73 | Best Trade (Jul 16) $4.62M | Sharpe Ratio -10.83 |
| Average Loss -$16,071.31 | Worst Trade (Jul 16) -$443,349.13 | Z-Score -0.26 (20.6%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $52,874.49 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
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