T. Gregory Reymann II Portfolio
Invests via Keyes, Stange & Wooten Wealth Management, LLC | Managed by Marc Wooten, Tara Bobelak, Danielle M. Cinicolo
Invests via Keyes, Stange & Wooten Wealth Management, LLC
Managed by Marc Wooten, Tara Bobelak, Danielle M. Cinicolo
Automatically Tracked
T. Gregory Reymann II Profile
Veteran private-equity and operating executive focused on middle-market buyouts, operational turnarounds and capital formation. T. Gregory Reymann II brings experience across deal sourcing, portfolio value creation, board governance and exit execution, with a track record of leading restructurings and cross-border transactions. Market-oriented skill set spans financial modelling, EBITDA improvement and investor relations, useful to credit investors, LPs and corporate strategists evaluating control or growth capital opportunities.
Veteran private-equity and operating executive focused on middle-market buyouts, operational turnarounds and capital formation. T. Gregory Reymann II brings experience across deal sourcing, portfolio value creation, board governance and exit execution, with a track record of leading restructurings and cross-border transactions. Market-oriented skill set spans financial modelling, EBITDA improvement and investor relations, useful to credit investors, LPs and corporate strategists evaluating control or growth capital opportunities.
Investment Philosophy & Strategy
Seasoned private-equity investor focused on middle-market buyouts and operational turnarounds, prioritizes control-oriented investments where active operational leverage can drive EBITDA improvement. Combines rigorous financial modeling and covenant-aware capital structures to limit downside while using targeted add-on M&A and restructuring to accelerate value creation. Typical horizon is three- to seven-year with disciplined exit planning. Sector focus is industrials, business services and specialty manufacturing; decision-making emphasizes board-led governance, KPI-driven operational plans and cashflow resilience.
Seasoned private-equity investor focused on middle-market buyouts and operational turnarounds, prioritizes control-oriented investments where active operational leverage can drive EBITDA improvement. Combines rigorous financial modeling and covenant-aware capital structures to limit downside while using targeted add-on M&A and restructuring to accelerate value creation. Typical horizon is three- to seven-year with disciplined exit planning. Sector focus is industrials, business services and specialty manufacturing; decision-making emphasizes board-led governance, KPI-driven operational plans and cashflow resilience.
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:
2.69%
Gain
Monthly
0.09%
Yearly
1.05%
Drawdown
36.96%
$243.82M
Equity
Holdings
$243.82M
Investment
$185.71M
$60.65M
Profit -$448,768.71
Realized
$2.53M
Unrealized
$58.11M
Dividends
$10.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$448,768.71
Win %
84%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$169,102.98
Win %
84%
This Month
Compared to last month
Gain
0.67%
Profit
$1.62M
Win %
84%
This Year
Compared to last year
Gain
8.82%
Profit
$19.76M
Win %
84%
BRO Brown & Brown Inc.
+4.19%
+$23,164.4 
ZTS Zoetis Inc.
+3.75%
+$11,126.9 
UNP Union Pacific Corporation
+3.66%
+$26,790.75 
SBCF Seacoast Banking Corporation of Florida
+3.63%
+$7,986.74 
ABBV AbbVie Inc.
+3.23%
+$24,435.62 
O Realty Income Corporation
+3.11%
+$19,938.85 
UNH UnitedHealth Group Incorporated
+3.07%
+$12,284.6 
KO The Coca-Cola Company
+2.8%
+$10,150.14 
VZ Verizon Communications Inc.
+2.8%
+$18,918.38 
PEP PepsiCo, Inc.
+2.62%
+$6,674 
MPC Marathon Petroleum Corporation
+2.54%
+$43,652.7 
WMT Walmart Inc.
+2.53%
+$29,412 
TJX The TJX Companies, Inc.
+2.35%
+$5,651.44 
DIS The Walt Disney Company
+1.88%
+$9,737.43 
MSFT Microsoft Corp.
+1.79%
+$29,212.12 
V Visa Inc. Class A
+1.77%
+$8,712.9 
DRI Darden Restaurants, Inc.
+1.58%
+$10,798.45 
CB Chubb Limited
+1.5%
+$13,806.67 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$23,500.62 
AAPL Apple Inc.
+1.49%
+$61,112.24 
HD The Home Depot, Inc.
+1.46%
+$13,305 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$302,435.41 
LLY Eli Lilly and Company
+1.35%
+$8,336.44 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$9,633.5 
JNJ Johnson & Johnson
+1.17%
+$14,158.08 
MSI Motorola Solutions, Inc.
+0.95%
+$8,645.58 
XOM Exxon Mobil Corporation
+0.82%
+$1,394.76 
FANG Diamondback Energy Inc
+0.62%
+$1,375.75 
APD Air Products and Chemicals, Inc.
+0.57%
+$3,514.56 
BBY Best Buy Co., Inc.
+0.57%
+$2,289.68 
LMT Lockheed Martin Corporation
+0.3%
+$780.62 
GOOG Alphabet Inc
+0.27%
+$1,403.36 
ALL Allstate Corporation
+0.24%
+$667 
GOOGL Alphabet Inc
+0.23%
+$1,013.69 
AMZN Amazon.com Inc
+0.22%
+$1,638.91 
AVLV Avantis U.S. Large Cap Value ETF
+0.07%
+$9,249.89 
CME CME Group Inc.
+0.01%
+$106.12 
GLW Corning Incorporated
-10.73%
-$55,606.12 
AMD Advanced Micro Devices, Inc.
-7.06%
-$49,923.58 
AVGO Broadcom Inc.
-4.59%
-$87,030.99 
ETN Eaton Corporation plc
-4.45%
-$55,557.36 
SLV iShares Silver Trust
-3.67%
-$7,276.62 
CMI Cummins Inc.
-3.61%
-$26,373.96 
GEV GE Vernova Inc.
-3.45%
-$16,489.2 
PWR Quanta Services Inc.
-3.43%
-$11,040.96 
ADI Analog Devices, Inc.
-3.17%
-$23,656.33 
NVDA NVIDIA Corporation
-3.06%
-$25,792.62 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$27,500.15 
DFAE Dimensional Emerging Core Equity Market ETF
-1.99%
-$308,887.04 
GLD SPDR Gold Shares
-1.94%
-$4,686.5 
META Meta Platforms Inc Class A
-1.91%
-$15,029.43 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$52,304.07 
TSLA Tesla, Inc.
-1.86%
-$8,239.35 
JCI Johnson Controls International plc
-1.52%
-$16,212.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$7,011.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$5,415.2 
TT Trane Technologies plc
-1.05%
-$3,018.96 
JPM JPMorgan Chase & Co.
-0.84%
-$19,610.65 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$208,883.95 
TSYY GraniteShares YieldBoost Tesla ETF
-0.63%
-$1,683.22 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,275.51 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$34,710.64 
DFAW Dimensional World Equity ETF
-0.37%
-$53,398.74 
AVUS Avantis U.S. Equity ETF
-0.28%
-$4,904.51 
RVT Royce Small-Cap Trust, Inc.
-0.28%
-$784.75 
DISV Dimensional International Small Cap Equity Fund
-0.2%
-$24,769.08 
JFR Nuveen Floating Rate Income Fund
-0.2%
-$259.81 
DCOR Dimensional US Core Equity 1 ETF
-0.14%
-$43,981.06 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.09%
-$21,565.05 
NEE NextEra Energy, Inc.
-0.04%
-$320.64 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$2,463.74 Events
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Dividends
Dividend Analysis
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| Trades 606 | Longs Won 482/606 79% | Profit Factor 33.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $556,486.52 |
| Average Win $129,708.58 | Best Trade (Jul 15) $7.99M | Sharpe Ratio -12.72 |
| Average Loss -$15,097.43 | Worst Trade (Jul 14) -$298,042.19 | Z-Score 10.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $100,078.31 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
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Returns
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