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:
5.61%
Gain
Monthly
0.22%
Yearly
2.71%
Drawdown
16.81%
$289.3M
Equity
Holdings
$289.3M
Investment
$242.98M
$59.1M
Profit -$735,366.76
Realized
$12.78M
Unrealized
$46.32M
Dividends
$11.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$735,366.76
Win %
68%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.14M
Win %
68%
This Month
Compared to last month
Gain
1.11%
Profit
$3.19M
Win %
68%
This Year
Compared to last year
Gain
9.91%
Profit
$26.08M
Win %
69%
ABT Abbott Laboratories
+10.4%
+$154,864.52 
CTAS Cintas Corporation
+7.09%
+$84,603.29 
DXCM DexCom, Inc.
+5.95%
+$65,564.86 
SJM The J.M. Smucker Company
+3.97%
+$18,714.29 
ITW Illinois Tool Works Inc.
+3.65%
+$17,807.34 
ABBV AbbVie Inc.
+3.58%
+$18,138.75 
PODD Insulet Corporation
+3.57%
+$21,883.66 
MDT Medtronic plc
+3.44%
+$59,222.6 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.42%
+$9,742.25 
BSX Boston Scientific Corporation
+3.33%
+$18,844.41 
UPS United Parcel Service, Inc.
+3.3%
+$15,494.42 
EXR Extra Space Storage Inc.
+3.15%
+$36,431.85 
PNFP Pinnacle Financial Partners Inc.
+3.09%
+$12,055.12 
IBM International Business Machines Corporation
+3.06%
+$10,381.22 
KHC The Kraft Heinz Company
+3.03%
+$14,800.94 
AMCR Amcor plc
+3%
+$7,865 
GBCI Glacier Bancorp Inc.
+2.99%
+$8,590.05 
COO The Cooper Companies, Inc.
+2.9%
+$7,728.5 
ISRG Intuitive Surgical, Inc.
+2.86%
+$21,531.18 
AMGN Amgen Inc.
+2.81%
+$13,396.31 
ROST Ross Stores, Inc.
+2.76%
+$5,993.26 
ULTA Ulta Beauty Inc.
+2.67%
+$5,497.06 
MCD McDonald's Corporation
+2.65%
+$39,135.65 
SBUX Starbucks Corporation
+2.63%
+$41,059.71 
ARE Alexandria Real Estate Equities, Inc.
+2.61%
+$10,998.2 
KO The Coca-Cola Company
+2.59%
+$49,982.49 
MO Altria Group, Inc.
+2.57%
+$13,480.88 
MHO M/I Homes Inc.
+2.53%
+$14,242.82 
COST Costco Wholesale Corporation
+2.52%
+$24,692.18 
TJX The TJX Companies, Inc.
+2.42%
+$23,765.15 
WCN Waste Connections Inc.
+2.3%
+$28,929.6 
LOW Lowe's Companies Inc.
+2.29%
+$31,579.2 
CLH Clean Harbors Inc.
+2.24%
+$6,555.2 
PYPL PayPal Holdings Inc
+2.17%
+$27,780.07 
PRU Prudential Financial, Inc.
+2.16%
+$10,807.84 
V Visa Inc. Class A
+2%
+$44,039.28 
UNH UnitedHealth Group Incorporated
+1.99%
+$57,474.63 
URI United Rentals, Inc.
+1.99%
+$38,130.57 
WMT Walmart Inc.
+1.96%
+$39,448.2 
DOV Dover Corporation
+1.93%
+$4,468.99 
UL Unilever PLC Sponsored American Depositary Receipt
+1.87%
+$4,642.55 
PG Procter & Gamble Co
+1.78%
+$57,155.09 
KEY KeyCorp
+1.76%
+$13,963.5 
AAPL Apple Inc.
+1.68%
+$111,990.51 
MSFT Microsoft Corp.
+1.63%
+$99,884.4 
KMI Kinder Morgan, Inc.
+1.6%
+$8,106.61 
JD JD.com Inc.
+1.55%
+$4,777.5 
TGT Target Corporation
+1.52%
+$38,092.08 
EIX Edison International
+1.47%
+$8,658 
USB U.S. Bancorp
+1.38%
+$7,239.28 
JNJ Johnson & Johnson
+1.32%
+$21,196.47 
NVS Novartis AG Sponsored ADR
+1.27%
+$3,491.5 
TXT Textron Inc.
+1.25%
+$2,856.03 
CVX Chevron Corporation
+1.24%
+$28,900.75 
HD The Home Depot, Inc.
+1.22%
+$4,909.45 
ECL Ecolab Inc.
+1.19%
+$14,438.58 
VRTX Vertex Pharmaceuticals Incorporated
+1.1%
+$11,240.25 
CRH CRH plc
+1.02%
+$2,453.76 
ROK Rockwell Automation, Inc.
+0.98%
+$9,313.83 
XOM Exxon Mobil Corporation
+0.9%
+$4,511.42 
LLY Eli Lilly and Company
+0.9%
+$9,382.17 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$16,234.1 
COP ConocoPhillips
+0.85%
+$11,061.8 
EXE Expand Energy Corporation
+0.75%
+$1,284.36 
MLM Martin Marietta Materials, Inc.
+0.69%
+$8,267.33 
LIN Linde plc
+0.64%
+$1,958.15 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.6%
+$1,583.56 
WFC Wells Fargo & Company
+0.53%
+$2,411.03 
CCEP Coca-Cola Europacific Partners PLC
+0.48%
+$1,513.48 
AGCO AGCO Corporation
+0.45%
+$967.2 
SHEL Shell plc
+0.44%
+$1,368.37 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$7,621.74 
PK Park Hotels & Resorts Inc.
+0.38%
+$1,130.8 
TEL TE Connectivity plc
+0.37%
+$951.64 
EOG EOG Resources, Inc.
+0.36%
+$2,166 
AZN AstraZeneca PLC American Depositary Shares
+0.33%
+$2,146.74 
SU Suncor Energy Inc.
+0.3%
+$1,039.52 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
+0.3%
+$3,379.5 
BABA Alibaba Group Holding Limited SP ADR
+0.23%
+$489.78 
LUV Southwest Airlines Co.
+0.21%
+$2,226.21 
ALL Allstate Corporation
+0.2%
+$1,095.84 
LYB LyondellBasell Industries N.V.
+0.2%
+$940.7 
AEP American Electric Power Company, Inc.
+0.19%
+$967.25 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$483.83 
IHG Intercontinental Hotels Group PLC ADR
+0.12%
+$372.4 
NFLX Netflix, Inc.
+0.07%
+$841.7 
NEE NextEra Energy, Inc.
+0.05%
+$517.39 
UYLD Angel Oak UltraShort Income Fund
+0.05%
+$1,082.58 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$570.1 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.03%
+$1,002.9 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$76.85 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$790.22 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.01%
+$83.94 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$75.53 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$16.41 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLEX Flex Ltd.
-5.77%
-$54,543.63 
CHAT Roundhill Generative AI & Technology ETF
-5.62%
-$19,780.6 
MCHP Microchip Technology Incorporated
-5.3%
-$14,356.35 
LRCX Lam Research Corporation
-5.1%
-$103,412.78 
MS Morgan Stanley
-5%
-$172,784.6 
GS The Goldman Sachs Group, Inc.
-4.85%
-$178,488.53 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-4.8%
-$13,179.88 
AVGO Broadcom Inc.
-4.59%
-$162,411.3 
GOOG Alphabet Inc
-4.45%
-$308,542.51 
GOOGL Alphabet Inc
-4.43%
-$16,176.97 
QCOM QUALCOMM Incorporated
-4.1%
-$23,116.59 
ETN Eaton Corporation plc
-3.86%
-$74,654.44 
HUM Humana Inc.
-3.84%
-$28,770.12 
TXN Texas Instruments Inc
-3.54%
-$23,483.98 
QTUM Defiance Quantum ETF
-3.4%
-$10,492.58 
BLOK Amplify Transformational Data Sharing ETF
-3.19%
-$11,077.77 
UBS UBS Group AG
-3.11%
-$11,952.87 
MFG Mizuho Financial Group Inc. ADR
-3%
-$9,616.64 
PWR Quanta Services Inc.
-2.95%
-$46,522.33 
NVDA NVIDIA Corporation
-2.84%
-$209,994.75 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-2.79%
-$8,166.68 
UAL United Airlines Holdings, Inc.
-2.77%
-$8,716.7 
IETC iShares U.S. Tech Independence Fund
-2.74%
-$83,711.74 
META Meta Platforms Inc Class A
-2.72%
-$126,888.79 
CNR Core Natural Resources, Inc.
-2.71%
-$5,297.76 
JEF Jefferies Financial Group Inc.
-2.68%
-$14,876.19 
ARKW ARK Next Generation Internet ETF
-2.66%
-$8,691.64 
KLAC KLA Corporation
-2.58%
-$14,268 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.47%
-$8,275.27 
NMR Nomura Holdings Inc. Sponsored ADR
-2.44%
-$7,766.74 
APH Amphenol Corporation
-2.39%
-$34,983.04 
HII Huntington Ingalls Industries Inc.
-2.35%
-$8,528.16 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.28%
-$7,909.72 
CSCO Cisco Systems, Inc.
-2.19%
-$14,151.2 
LOUP Innovator Deepwater Frontier Tech ETF
-2.18%
-$6,209.48 
C Citigroup Inc.
-2.11%
-$13,035.79 
GLDM SPDR Gold MiniShares Trust
-1.92%
-$44,652.3 
AVEM Avantis Emerging Markets Equity ETF
-1.92%
-$99,937.83 
QQQM Invesco NASDAQ 100 ETF
-1.89%
-$76,849.29 
BWXT Bwx Technologies Inc.
-1.88%
-$4,438.89 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$6,536.7 
FLR Fluor Corporation
-1.87%
-$4,977.05 
IX Orix Corporation Sponsored ADR
-1.85%
-$6,241.5 
SNPS Synopsys, Inc.
-1.76%
-$16,758.89 
PUK Prudential plc ADR
-1.72%
-$4,585 
HLT Hilton Worldwide Holdings Inc.
-1.53%
-$3,840.48 
BKR Baker Hughes Company
-1.51%
-$15,451.5 
ING ING Groep N.V. Sponsored ADR
-1.49%
-$4,866.35 
TTWO Take-Two Interactive Software, Inc.
-1.49%
-$3,674.3 
DB Deutsche Bank AG
-1.33%
-$3,871.27 
AMZN Amazon.com Inc
-1.32%
-$102,335.82 
AMG Affiliated Managers Group Inc.
-1.29%
-$4,473.01 
ASML ASML Holding N.V. New York Registry Shares
-1.28%
-$12,383.47 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$70,051.59 
RTX RTX Corporation
-1.24%
-$5,953.2 
EQIX Equinix, Inc.
-1.23%
-$13,607.58 
RJF Raymond James Financial Inc.
-1.15%
-$4,602.03 
BTCO Invesco Galaxy Bitcoin ETF
-1.11%
-$16,825.38 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-1.1%
-$2,914.34 
SKM SK Telecom Co., Ltd.
-1.04%
-$3,348.66 
JPM JPMorgan Chase & Co.
-1.03%
-$32,134.08 
AVDE Avantis International Equity ETF
-1.03%
-$67,931.85 
DSI iShares MSCI KLD 400 Social ETF
-0.93%
-$3,104.64 
CSNR Cohen & Steers Natural Resources Active ETF
-0.92%
-$11,179.23 
IRM Iron Mountain Inc.
-0.85%
-$2,614.5 
PANW Palo Alto Networks, Inc.
-0.85%
-$26,924.9 
RY Royal Bank of Canada
-0.83%
-$3,032.4 
EQNR Equinor ASA Sponsored ADR
-0.8%
-$2,861.11 
IVV iShares Core S&P 500 ETF
-0.75%
-$4,402.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$137,449.62 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.74%
-$3,837.09 
AER AerCap Holdings N.V.
-0.71%
-$2,099.45 
NGG National Grid plc Sponsored ADR
-0.65%
-$1,744.2 
SPYI NEOS S&P 500 High Income ETF
-0.6%
-$12,245.02 
BCS Barclays PLC Sponsored ADR
-0.58%
-$1,869.94 
AVUS Avantis U.S. Equity ETF
-0.49%
-$8,781.42 
NOW ServiceNow, Inc.
-0.48%
-$5,108.58 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.43%
-$1,378 
NWG NatWest Group plc Sponsored ADR
-0.42%
-$1,326.75 
LYG Lloyds Banking Group Plc ADR
-0.41%
-$1,300.03 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.4%
-$1,312.14 
CM Canadian Imperial Bank of Commerce
-0.29%
-$1,069.97 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.27%
-$1,775.13 
ISEP Innovator International Developed Power Buffer ETF – September
-0.24%
-$788.54 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.21%
-$1,013.4 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.19%
-$7,784.56 
DMBS DoubleLine Mortgage ETF
-0.13%
-$13,319.23 
MUB iShares National Muni Bond ETF
-0.13%
-$1,747.76 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$682.53 
RECS Columbia Research Enhanced Core ETF
-0.1%
-$5,165.77 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.1%
-$1,486.05 
DCRE DoubleLine Commercial Real Estate ETF
-0.1%
-$534.95 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$992.14 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.08%
-$1,997.24 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.08%
-$1,560.52 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.06%
-$2,986.98 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.05%
-$1,773.6 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$290.73 
DABS DoubleLine Asset-Backed Securities ETF
-0.04%
-$1,448.96 
XLF Financial Select Sector SPDR Fund
-0.04%
-$985.62 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.02%
-$338.79 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$90.85 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$289.04 
BAC Bank of America Corporation
-0.02%
-$313.28 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.01%
-$304.56 
NAUG Innovator G-100 Power Buffer ETF August
0%
-$14.6 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
0%
-$66.22 
IGTR Innovator Gradient Tactical Rotation Strategy ETF
0%
-$4.03 Events
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Dividends
Dividend Analysis
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| Trades 1237 | Longs Won 796/1237 64% | Profit Factor 7.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,449.08 |
| Average Win $85,767.32 | Best Trade (Jul 16) $2.9M | Sharpe Ratio -333.31 |
| Average Loss -$20,939.12 | Worst Trade (Jul 10) -$643,359.12 | Z-Score -3.23 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $47,780.02 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
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