Gregory A. Brown Portfolio
Invests via Brown Financial Advisors | Managed by Gregory A. Brown
Invests via Brown Financial Advisors
Managed by Gregory A. Brown
Automatically Tracked
Gregory A. Brown Profile
Seasoned finance executive focused on private equity and growth-stage investing with operational and board experience across technology and industrial sectors. Gregory A. Brown has held senior roles driving deal sourcing, portfolio operations and capital formation, and is known for strategic carve-outs and operational turnarounds. Market-oriented, speaks to LP relations, capital strategy, and value-creation plans for mid-market companies.
Seasoned finance executive focused on private equity and growth-stage investing with operational and board experience across technology and industrial sectors. Gregory A. Brown has held senior roles driving deal sourcing, portfolio operations and capital formation, and is known for strategic carve-outs and operational turnarounds. Market-oriented, speaks to LP relations, capital strategy, and value-creation plans for mid-market companies.
Investment Philosophy & Strategy
Targets mid-market private equity and growth-stage opportunities with an operationally driven, value‑creation approach. Prefers technology and industrial plays where carve-outs, strategic restructuring and hands‑on portfolio operations can accelerate EBITDA growth. Employs disciplined capital allocation blending control investments and minority growth rounds, focuses on operational KPIs, margin expansion and cash-flow improvement. Investment horizon is medium-term (3–7 years) with active board involvement, rigorous downside protection and exit planning tied to strategic buyers or growth IPOs.
Targets mid-market private equity and growth-stage opportunities with an operationally driven, value‑creation approach. Prefers technology and industrial plays where carve-outs, strategic restructuring and hands‑on portfolio operations can accelerate EBITDA growth. Employs disciplined capital allocation blending control investments and minority growth rounds, focuses on operational KPIs, margin expansion and cash-flow improvement. Investment horizon is medium-term (3–7 years) with active board involvement, rigorous downside protection and exit planning tied to strategic buyers or growth IPOs.
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:
28.68%
Gain -0.54%
Monthly
0.97%
Yearly
12.31%
Drawdown
12.86%
$292.19M
Equity
Holdings
$292.19M
Investment
$243.82M
$62.07M
Profit -$1.44M
Realized
$13.69M
Unrealized
$48.37M
Dividends
$12.37M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.44M
Win %
62%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$744,602.33
Win %
62%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.44M
Win %
62%
This Year
Compared to last year
Gain
2.25%
Profit
$6.43M
Win %
65%
AER AerCap Holdings N.V.
+1.62%
+$4,710.69 
MO Altria Group, Inc.
+1.54%
+$7,647.15 
AAPL Apple Inc.
+1.15%
+$71,369.2 
META Meta Platforms Inc Class A
+1.07%
+$41,582.6 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+1.04%
+$2,432.65 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.94%
+$3,176.04 
MCHP Microchip Technology Incorporated
+0.75%
+$1,338.7 
LIN Linde plc
+0.64%
+$1,824.78 
ROK Rockwell Automation, Inc.
+0.55%
+$4,065.52 
TGT Target Corporation
+0.35%
+$9,109.17 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.29%
+$572.16 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
0%
+$28.71 
ABBV AbbVie Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AGCO AGCO Corporation
0%
$0 
ALL Allstate Corporation
0%
$0 
AMG Affiliated Managers Group Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
ASB Associated Banc-Corp
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.02 
AVGO Broadcom Inc.
0%
$0 
AYI Acuity Brands Inc.
0%
-$0.01 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BKR Baker Hughes Company
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCEP Coca-Cola Europacific Partners PLC
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CLH Clean Harbors Inc.
0%
-$0.01 
CM Canadian Imperial Bank of Commerce
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COHR Coherent Corp.
0%
-$0.01 
COP ConocoPhillips
0%
$0 
CRH CRH plc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
CWST Casella Waste Systems Inc.
0%
$0 
DB Deutsche Bank AG
0%
-$0.01 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DOV Dover Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
ECL Ecolab Inc.
0%
-$0.04 
EIX Edison International
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQNR Equinor ASA Sponsored ADR
0%
$0 
EQIX Equinix, Inc.
0%
-$0.04 
ETN Eaton Corporation plc
0%
$0 
EWBC East West Bancorp Inc.
0%
+$0.02 
EXR Extra Space Storage Inc.
0%
$0 
FLR Fluor Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
+$0.01 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
HUM Humana Inc.
0%
+$0.01 
IBM International Business Machines Corporation
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.02 
IX Orix Corporation Sponsored ADR
0%
$0 
JEF Jefferies Financial Group Inc.
0%
$0 
JD JD.com Inc.
0%
$0 
JNJ Johnson & Johnson
0%
-$0.07 
JPM JPMorgan Chase & Co.
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
$0 
KEY KeyCorp
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MCD McDonald's Corporation
0%
-$0.05 
MDT Medtronic plc
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MHO M/I Homes Inc.
0%
-$0.04 
MLM Martin Marietta Materials, Inc.
0%
+$0.02 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.13 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NMR Nomura Holdings Inc. Sponsored ADR
0%
$0 
NWG NatWest Group plc Sponsored ADR
0%
$0 
OKTA Okta Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.08 
PG Procter & Gamble Co
0%
+$0.22 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PRFD PIMCO Preferred and Capital Securities Active ETF
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PUK Prudential plc ADR
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
-$0.07 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
+$0.01 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SKM SK Telecom Co., Ltd.
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.02 
SU Suncor Energy Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXT Textron Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.06 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
WCN Waste Connections Inc.
0%
+$0.06 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGGH Simplify Aggregate Bond ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BLOK Amplify Transformational Data Sharing ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CHAT Roundhill Generative AI & Technology ETF
0%
$0 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 
DMBS DoubleLine Mortgage ETF
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
0%
+$1.59 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
IETC iShares U.S. Tech Independence Fund
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
LOUP Innovator Deepwater Frontier Tech ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QTUM Defiance Quantum ETF
0%
+$0.02 
RECS Columbia Research Enhanced Core ETF
0%
$0 
SMOT VanEck Morningstar SMID Moat ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
UYLD Angel Oak UltraShort Income Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
0%
$0 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
0%
$0 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
0%
$0 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
0%
$0 
DCRE DoubleLine Commercial Real Estate ETF
0%
+$1.13 
IMAR Innovator International Developed Power Buffer ETF - March
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
FOXY Simplify Currency Strategy ETF
0%
$0 
DABS DoubleLine Asset-Backed Securities ETF
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
JANB Aptus January Buffer ETF
0%
-$1.2 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
DDFZ Innovator Equity Dual Directional 15 Buffer ETF - June
0%
$0 
UAL United Airlines Holdings, Inc.
-2.2%
-$6,057.84 
LOW Lowe's Companies Inc.
-1.98%
-$27,899.27 PCMM
PCMM
-1.98%
-$36,725.37 
TJX The TJX Companies, Inc.
-1.9%
-$17,344.25 
ABT Abbott Laboratories
-1.75%
-$25,521.16 
NVDA NVIDIA Corporation
-1.59%
-$143,156.44 
NVS Novartis AG Sponsored ADR
-1.52%
-$4,443.24 
PK Park Hotels & Resorts Inc.
-1.48%
-$5,150.64 
GOOGL Alphabet Inc
-1.43%
-$6,859.67 
EXPE Expedia Group, Inc.
-1.34%
-$3,687.42 
NOW ServiceNow, Inc.
-0.94%
-$14,324.4 
AAL American Airlines Group Inc.
-0.79%
-$1,503.59 
COST Costco Wholesale Corporation
-0.41%
-$4,578.54 
ISRG Intuitive Surgical, Inc.
-0.38%
-$3,256.06 
GBCI Glacier Bancorp Inc.
-0.36%
-$881.79 
AMCR Amcor plc
-0.25%
-$754.44 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.24%
-$1,461 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$3,707.52 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
-0.01%
-$81.6 
IGTR Innovator Gradient Tactical Rotation Strategy ETF
0%
-$4.15 
NJUN Innovator G-100 Power Buffer ETF - July
0%
-$3.97 
CSNR Cohen & Steers Natural Resources Active ETF
0%
-$6.25 Events
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Dividends
Dividend Analysis
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| Trades 1448 | Longs Won 976/1448 67% | Profit Factor 6.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $189,334.63 |
| Average Win $75,645.6 | Best Trade (Aug 28) $2.79M | Sharpe Ratio -241.67 |
| Average Loss -$24,923.18 | Worst Trade (Jun 29) -$436,000 | Z-Score 1.81 (92.93%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $42,863.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 13,669 | $246,999 | $189,178.96 | - | -$57,820.04 | -23.41% | -0.789% |
| AAPL Apple Inc. | 20,104 | $4.27M | $6.3M | - | $2.03M | 47.51% | +1.146% |
| ABBV AbbVie Inc. | 2,070 | $358,180.76 | $550,185.32 | - | $192,004.56 | 53.61% | 0.0 |
| ABT Abbott Laboratories | 12,572 | $1.36M | $1.43M | - | $75,737.1 | 5.57% | -1.748% |
| AEP American Electric Power Company, Inc. | 3,801 | $427,612.94 | $466,648.77 | - | $39,035.83 | 9.13% | 0.0 |
| AER AerCap Holdings N.V. | 1,971 | $270,381.58 | $295,314.93 | - | $24,933.35 | 9.22% | +1.621% |
| AGCO AGCO Corporation | 1,893 | $219,468.1 | $210,009.42 | - | -$9,458.68 | -4.31% | 0.0 |
| AGGH Simplify Aggregate Bond ETF | 26,857 | $541,706 | $536,602.86 | - | -$5,103.14 | -0.94% | 0.0 |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 4,268 | $364,103 | $364,103 | - | - | - | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 450 | $217,359 | $127,192.5 | - | -$90,166.5 | -41.48% | 0.0 |
| ALL Allstate Corporation | 2,243 | $454,919.39 | $577,841.66 | - | $122,922.27 | 27.02% | 0.0 |
| AMCR Amcor plc | 6,287 | $250,761.93 | $296,432.05 | - | $45,670.12 | 18.21% | -0.254% |
| AMG Affiliated Managers Group Inc. | 608 | $168,233.8 | $222,090.24 | - | $53,856.44 | 32.01% | 0.0 |
| AMGN Amgen Inc. | 1,328 | $395,301.16 | $587,294.71 | - | $191,993.55 | 48.57% | 0.0 |
| AMZN Amazon.com Inc | 26,802 | $5.23M | $7M | - | $1.76M | 33.72% | 0.0 |
| APH Amphenol Corporation | 20,772 | $823,600.88 | $3.3M | - | $2.47M | 300.46% | 0.0 |
| ARE Alexandria Real Estate Equities, Inc. | 8,797 | $431,061.11 | $465,361.3 | - | $34,300.19 | 7.96% | 0.0 |
| ASB Associated Banc-Corp | 6,674 | $184,135.66 | $205,692.68 | - | $21,557.02 | 11.71% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 501 | $560,845.76 | $873,824.16 | - | $312,978.4 | 55.8% | 0.0 |
| AVDE Avantis International Equity ETF | 72,728 | $4.67M | $6.89M | - | $2.22M | 47.54% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Gregory A. Brown?
The largest contributions to the portfolio's profits come from the following stocks: NEOS S&P 500 High Income ETF - $1.02M, Alphabet Inc - $1M, DoubleLine Mortgage ETF - $973,943.6, SPDR Portfolio Developed World ex-US ETF - $648,131.92, and NVIDIA Corporation - $647,787.39. 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: Invesco Galaxy Bitcoin ETF - $436,000, Insulet Corporation - $376,400.29, Advanced Micro Devices, Inc - $288,131.06, Schlumberger Limited - $261,992.95, and Avery Dennison Corporation - $176,742.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory A. Brown's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.37M earned over time. The largest contributors to dividend income include NEOS S&P 500 High Income ETF - $1.42M, DoubleLine Mortgage ETF - $827,963.95, Janus Henderson Mortgage-Backed Securities ETF - $433,405.57, Janus Henderson AAA CLO ETF - $390,248.24, and SPDR Portfolio Developed World ex-US ETF - $354,599.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory A. Brown's monthly returns?
Gregory A. Brown's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Gregory A. Brown's strategy be considered aggressive or moderate?
Gregory A. Brown'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 Gregory A. Brown's strategy?
Gregory A. Brown'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.
