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:
63%
Gain +0.57%
Monthly
1.47%
Yearly
19.15%
Drawdown
18.66%
$251.71M
Equity
Holdings
$251.71M
Investment
$195.03M
$60.19M
Profit +$907,781.86
Realized
$3.51M
Unrealized
$56.68M
Dividends
$11.35M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$907,781.86
Win %
77%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$193,663.98
Win %
77%
This Month
Compared to last month
Gain
1.06%
Profit
$2.63M
Win %
77%
This Year
Compared to last year
Gain
0.43%
Profit
$1.08M
Win %
77%
BRO Brown & Brown Inc.
+5.11%
+$27,383.63 
ZTS Zoetis Inc.
+4.69%
+$14,525.95 
LLY Eli Lilly and Company
+4.56%
+$29,345.13 
UNH UnitedHealth Group Incorporated
+3.92%
+$15,380.32 
HD The Home Depot, Inc.
+3.69%
+$28,996.37 
DRI Darden Restaurants, Inc.
+2.55%
+$18,622.17 
V Visa Inc. Class A
+2.41%
+$13,055.53 
FIS Fidelity National Information Services, Inc.
+2.23%
+$4,152.24 
SCI Service Corporation International
+2.18%
+$11,445.8 
DIS The Walt Disney Company
+2.07%
+$11,841 
WMT Walmart Inc.
+1.91%
+$21,946.92 
SBCF Seacoast Banking Corporation of Florida
+1.74%
+$3,645.4 
LMT Lockheed Martin Corporation
+1.52%
+$3,991.69 
MSI Motorola Solutions, Inc.
+1.41%
+$13,965.8 
ALL Allstate Corporation
+1.26%
+$3,347.19 
GLD SPDR Gold Shares
+1.24%
+$2,856.59 
MSFT Microsoft Corp.
+1.24%
+$27,205.2 
JFR Nuveen Floating Rate Income Fund
+1.22%
+$1,524.25 
DFSV Dimensional US Small Cap Value ETF
+1.07%
+$15,463.31 
O Realty Income Corporation
+1.07%
+$6,066.38 
TJX The TJX Companies, Inc.
+1.07%
+$2,382.05 
ABBV AbbVie Inc.
+1.07%
+$9,232.27 
DFAT Dimensional US Targeted Value ETF
+1.03%
+$209,711.39 
APD Air Products and Chemicals, Inc.
+0.94%
+$5,914.7 
RVT Royce Small-Cap Trust, Inc.
+0.92%
+$2,354.25 
CB Chubb Limited
+0.88%
+$8,330.67 
CME CME Group Inc.
+0.8%
+$6,816.81 
GOOGL Alphabet Inc
+0.78%
+$3,005.38 
GOOG Alphabet Inc
+0.75%
+$3,687.41 
AVLV Avantis U.S. Large Cap Value ETF
+0.65%
+$83,762.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.64%
+$183,646.64 
META Meta Platforms Inc Class A
+0.63%
+$5,368.34 
VZ Verizon Communications Inc.
+0.63%
+$4,435.2 
NEE NextEra Energy, Inc.
+0.62%
+$3,924.9 
UNP Union Pacific Corporation
+0.6%
+$4,568.96 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$175,374.67 
PEP PepsiCo, Inc.
+0.49%
+$1,183.77 
DISV Dimensional International Small Cap Equity Fund
+0.48%
+$59,459.84 
DCOR Dimensional US Core Equity 1 ETF
+0.44%
+$149,969.88 
AAPL Apple Inc.
+0.4%
+$17,159.38 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$3,309.26 
KO The Coca-Cola Company
+0.36%
+$1,416.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.32%
+$24,902.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$1,393.48 
AVUS Avantis U.S. Equity ETF
+0.31%
+$5,404.4 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.29%
+$1,286.3 
DFAW Dimensional World Equity ETF
+0.29%
+$37,841.28 
JNJ Johnson & Johnson
+0.26%
+$3,213.43 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$691.75 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$56,906.43 
AMZN Amazon.com Inc
+0.2%
+$1,485.11 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$734.79 
JCI Johnson Controls International plc
-4.89%
-$54,458 
PWR Quanta Services Inc.
-3.89%
-$9,578.64 
GLW Corning Incorporated
-3.77%
-$11,060.73 
TT Trane Technologies plc
-3.71%
-$10,295.73 
AMAT Applied Materials, Inc.
-3.58%
-$5,713.78 
AMD Advanced Micro Devices, Inc.
-3.05%
-$19,440.72 
GEV GE Vernova Inc.
-2.56%
-$10,461.29 
ETN Eaton Corporation plc
-2.13%
-$24,885.12 
MPC Marathon Petroleum Corporation
-2.02%
-$51,156 
AVGO Broadcom Inc.
-1.85%
-$27,015.36 
TSLA Tesla, Inc.
-1.54%
-$3,440.4 
NVDA NVIDIA Corporation
-1.36%
-$8,666.42 
FANG Diamondback Energy Inc
-1.19%
-$2,722.53 
DFAE Dimensional Emerging Core Equity Market ETF
-1.03%
-$154,342.7 
EQIX Equinix, Inc.
-0.97%
-$3,982.69 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.94%
-$23,672.08 
IEMG iShares Core MSCI Emerging Markets ETF
-0.94%
-$11,884.95 
ETR Entergy Corporation
-0.81%
-$1,822.4 
ADI Analog Devices, Inc.
-0.39%
-$2,767.46 
JPM JPMorgan Chase & Co.
-0.25%
-$5,888.4 
MU Micron Technology, Inc.
-0.06%
-$225.93 
CMI Cummins Inc.
-0.04%
-$225.52 Events
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Dividends
Dividend Analysis
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| Trades 671 | Longs Won 519/671 77% | Profit Factor 14.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $526,064.19 |
| Average Win $124,306.16 | Best Trade (Oct 15) $7.83M | Sharpe Ratio -11.4 |
| Average Loss -$28,469.81 | Worst Trade (Oct 14) -$618,005.12 | Z-Score 5.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $89,698.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,525 | $2.46M | $4.31M | - | $1.85M | 75.46% | +0.399% |
| ABBV AbbVie Inc. | 3,052 | $569,858.91 | $874,413.26 | - | $304,554.35 | 53.44% | +1.067% |
| ADI Analog Devices, Inc. | 1,774 | $415,488.04 | $713,165.74 | - | $297,677.7 | 71.65% | -0.387% |
| ALL Allstate Corporation | 1,127 | $163,202.01 | $269,510.78 | - | $106,308.77 | 65.14% | +1.258% |
| AMAT Applied Materials, Inc. | 357 | $258,111 | $153,733.12 | - | -$104,377.88 | -40.44% | -3.584% |
| AMD Advanced Micro Devices, Inc. | 1,116 | $184,971.2 | $617,594.4 | - | $432,623.2 | 233.89% | -3.052% |
| AMZN Amazon.com Inc | 2,912 | $468,708.61 | $741,366.08 | - | $272,657.47 | 58.17% | +0.201% |
| APD Air Products and Chemicals, Inc. | 2,143 | $584,988.13 | $632,806.49 | - | $47,818.36 | 8.17% | +0.943% |
| AVGO Broadcom Inc. | 4,208 | $497,619.8 | $1.43M | - | $932,384.84 | 187.37% | -1.854% |
| AVLV Avantis U.S. Large Cap Value ETF | 139,604 | $8.24M | $13.02M | - | $4.78M | 57.95% | +0.648% |
| AVUS Avantis U.S. Equity ETF | 13,511 | $1.29M | $1.75M | - | $462,288.42 | 35.85% | +0.309% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 394,939 | $30.52M | $29.04M | - | -$1.48M | -4.85% | +0.636% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 8,871 | $424,007.19 | $437,384.65 | - | $13,377.46 | 3.16% | +0.295% |
| BRK-B Berkshire Hathaway Inc. | 1,591 | $569,834.24 | $840,732.11 | - | $270,897.87 | 47.54% | +0.395% |
| BRO Brown & Brown Inc. | 8,273 | $612,931.86 | $563,474.03 | - | -$49,457.83 | -8.07% | +5.108% |
| CB Chubb Limited | 2,696 | $610,510.76 | $952,335.04 | - | $341,824.28 | 55.99% | +0.882% |
| CME CME Group Inc. | 3,003 | $633,565.83 | $864,443.58 | - | $230,877.75 | 36.44% | +0.795% |
| CMI Cummins Inc. | 1,100 | $361,231.94 | $578,330.5 | - | $217,098.56 | 60.1% | -0.039% |
| DCOR Dimensional US Core Equity 1 ETF | 405,324 | $25.54M | $34.06M | - | $8.51M | 33.33% | +0.442% |
| DFAE Dimensional Emerging Core Equity Market ETF | 390,741 | $9.75M | $14.76M | - | $5.01M | 51.31% | -1.035% |
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FAQ
Which stocks have generated the highest profits for T. Gregory Reymann II?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Short-Duration Fixed Income ETF - $2.39M, Dimensional International Core Equity Market ETF - $1.93M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.53M, Dimensional Emerging Core Equity Market ETF - $931,264.12, and Dimensional International Small Cap Equity Fund - $906,258.39. 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: UnitedHealth Group Incorporated - $147,640.78, Chipotle Mexican Grill, Inc - $103,927.92, Merck & Co., Inc - $100,091.48, Comcast Corp - $95,889.89, and Devon Energy Corporation - $76,772.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does T. Gregory Reymann II's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.35M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.33M, Dimensional International Core Equity Market ETF - $1.78M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.53M, Dimensional International Small Cap Equity Fund - $760,395.49, and Dimensional Emerging Core Equity Market ETF - $692,583.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are T. Gregory Reymann II's monthly returns?
T. Gregory Reymann II'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 T. Gregory Reymann II's strategy be considered aggressive or moderate?
T. Gregory Reymann II'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 T. Gregory Reymann II's strategy?
T. Gregory Reymann II'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.
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