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:
66.82%
Gain -0.45%
Monthly
1.61%
Yearly
21.14%
Drawdown
18.66%
$255.19M
Equity
Holdings
$255.19M
Investment
$195.03M
$63.67M
Profit -$750,712.6
Realized
$3.51M
Unrealized
$60.16M
Dividends
$10.35M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$750,712.6
Win %
84%
This Week
Compared To Last Week
Gain
0.85%
Profit
$2.15M
Win %
84%
This Month
Compared to last month
Gain
-0.29%
Profit
-$750,712.6
Win %
84%
This Year
Compared to last year
Gain
1.82%
Profit
$4.56M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$105,064.93 
ETN Eaton Corporation plc
+7.32%
+$81,023.22 
GOOG Alphabet Inc
+6.88%
+$32,893.04 
GOOGL Alphabet Inc
+6.73%
+$24,919.23 
TT Trane Technologies plc
+3.33%
+$8,640.64 
META Meta Platforms Inc Class A
+3.28%
+$20,367.35 
MSFT Microsoft Corp.
+3.02%
+$56,141.6 
NVDA NVIDIA Corporation
+2.93%
+$16,467.66 
GLW Corning Incorporated
+2.24%
+$6,311.49 
JCI Johnson Controls International plc
+1.93%
+$20,294 
ZTS Zoetis Inc.
+1.66%
+$5,184.9 
FANG Diamondback Energy Inc
+1.59%
+$3,691.98 
VZ Verizon Communications Inc.
+1.52%
+$11,088 
LMT Lockheed Martin Corporation
+1.5%
+$4,349.52 
PWR Quanta Services Inc.
+1.43%
+$3,498.74 
AMAT Applied Materials, Inc.
+1.18%
+$2,106.31 
MSI Motorola Solutions, Inc.
+1.14%
+$10,791.75 
SCI Service Corporation International
+1.05%
+$5,937.3 
UNP Union Pacific Corporation
+0.92%
+$7,051.5 
GEV GE Vernova Inc.
+0.85%
+$3,598.23 
TSLA Tesla, Inc.
+0.76%
+$1,439.59 
MPC Marathon Petroleum Corporation
+0.76%
+$12,475.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,055.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,954.45 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$2,927.43 
AVUS Avantis U.S. Equity ETF
+0.57%
+$9,727.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$39,599.28 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$692.84 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$1,412.55 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$1,126.76 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$66,425.97 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$10,376.8 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$129,703.68 
AVGO Broadcom Inc.
+0.37%
+$6,059.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,959.26 
JPM JPMorgan Chase & Co.
+0.27%
+$6,589.4 
DFAW Dimensional World Equity ETF
+0.22%
+$28,380.96 
CME CME Group Inc.
+0.21%
+$1,711.74 
JNJ Johnson & Johnson
+0.21%
+$2,600.18 
ADI Analog Devices, Inc.
+0.2%
+$1,312.74 
CMI Cummins Inc.
+0.19%
+$1,342.03 
CB Chubb Limited
+0.15%
+$1,428.88 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$18,148.66 
WMT Walmart Inc.
+0.09%
+$988.62 
DIS The Walt Disney Company
+0.03%
+$157.53 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$307,113 
MU Micron Technology, Inc.
-5.9%
-$22,872.06 
EQIX Equinix, Inc.
-2.7%
-$11,695.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$6,464.88 
ABBV AbbVie Inc.
-2.51%
-$19,746.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,311.86 
APD Air Products and Chemicals, Inc.
-1.77%
-$11,379.33 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,006.38 
DRI Darden Restaurants, Inc.
-1.64%
-$11,888.73 
GLD SPDR Gold Shares
-1.49%
-$3,445.05 
TJX The TJX Companies, Inc.
-1.21%
-$2,999.02 
NEE NextEra Energy, Inc.
-1.15%
-$8,090.1 
KO The Coca-Cola Company
-1.02%
-$3,863.7 
O Realty Income Corporation
-0.87%
-$5,757.92 
BRO Brown & Brown Inc.
-0.66%
-$3,888.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,976.95 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$210,451.17 
LLY Eli Lilly and Company
-0.53%
-$3,261.16 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$63,810.56 
ALL Allstate Corporation
-0.49%
-$1,465.11 
PEP PepsiCo, Inc.
-0.46%
-$1,202.56 
HD The Home Depot, Inc.
-0.42%
-$3,696.06 
ETR Entergy Corporation
-0.38%
-$879.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,259.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$59,240.85 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$33,191.73 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$16,258.98 
V Visa Inc. Class A
-0.04%
-$193.61 Events
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Dividends
Dividend Analysis
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| Trades 671 | Longs Won 536/671 79% | Profit Factor 19.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,152.07 |
| Average Win $125,192.19 | Best Trade (Aug 14) $9.04M | Sharpe Ratio -10.14 |
| Average Loss -$25,422.51 | Worst Trade (Sep 01) -$384,077.92 | Z-Score 15.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 6d | Expectancy $94,889.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,525 | $2.46M | $3.87M | - | $1.41M | 57.42% | -7.354% |
| ABBV AbbVie Inc. | 3,052 | $569,858.91 | $765,868.88 | - | $196,009.97 | 34.4% | -2.513% |
| ADI Analog Devices, Inc. | 1,774 | $415,488.04 | $651,785.34 | - | $236,297.3 | 56.87% | +0.202% |
| ALL Allstate Corporation | 1,127 | $163,202.01 | $297,618.15 | - | $134,416.14 | 82.36% | -0.49% |
| AMAT Applied Materials, Inc. | 357 | $258,111 | $181,238.19 | - | -$76,872.81 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,116 | $184,971.2 | $531,383.39 | - | $346,412.19 | 187.28% | -1.904% |
| AMZN Amazon.com Inc | 2,912 | $468,708.61 | $790,840.93 | - | $322,132.32 | 68.73% | +15.321% |
| APD Air Products and Chemicals, Inc. | 2,143 | $584,988.13 | $631,949.29 | - | $46,961.16 | 8.03% | -1.769% |
| AVGO Broadcom Inc. | 4,208 | $497,619.8 | $1.64M | - | $1.14M | 229.19% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 139,604 | $8.24M | $12.87M | - | $4.62M | 56.12% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 13,511 | $1.29M | $1.72M | - | $434,590.87 | 33.7% | +0.567% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 394,939 | $30.52M | $29.83M | - | -$688,505.56 | -2.26% | -0.198% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 8,871 | $424,007.19 | $422,525.73 | - | -$1,481.46 | -0.35% | +0.698% |
| BRK-B Berkshire Hathaway Inc. | 1,591 | $569,834.24 | $813,860.14 | - | $244,025.9 | 42.82% | +0.365% |
| BRO Brown & Brown Inc. | 8,273 | $612,931.86 | $582,419.2 | - | -$30,512.66 | -4.98% | -0.663% |
| CB Chubb Limited | 2,696 | $610,510.76 | $945,433.25 | - | $334,922.49 | 54.86% | +0.151% |
| CME CME Group Inc. | 3,003 | $633,565.83 | $804,173.4 | - | $170,607.57 | 26.93% | +0.213% |
| CMI Cummins Inc. | 1,100 | $361,231.94 | $697,620.01 | - | $336,388.07 | 93.12% | +0.193% |
| DCOR Dimensional US Core Equity 1 ETF | 405,324 | $25.54M | $33.44M | - | $7.9M | 30.93% | +0.389% |
| DFAE Dimensional Emerging Core Equity Market ETF | 390,741 | $9.75M | $14.66M | - | $4.91M | 50.29% | +0.455% |
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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 - $2.22M, Dimensional International Core Equity Market ETF - $1.79M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.42M, Dimensional International Small Cap Equity Fund - $827,365.33, and Dimensional Emerging Core Equity Market ETF - $826,545.53. 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 - $149,939.9, 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 $10.35M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.16M, Dimensional International Core Equity Market ETF - $1.63M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.42M, Dimensional International Small Cap Equity Fund - $681,502.43, and Dimensional US Targeted Value ETF - $591,311.93. 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.
