GWI
Griffith & Werner Inc. Portfolio
Invests via Griffith & Werner Inc. | Managed by Griffith & Werner, Inc., Gregory S. Phelps, Weslee D. Williams, J. Chance Beck
Invests via Griffith & Werner Inc.
Managed by Griffith & Werner, Inc., Gregory S. Phelps, Weslee D. Williams, J. Chance Beck
Automatically Tracked
Company Profile
Regional industrial distributor focused on chemical and safety products for manufacturing and municipal customers, serving as a B2B supply-chain specialist. Griffith & Werner Inc. operates inventory-intensive distribution, offering private-label products, maintenance contracts and just-in-time logistics. Investment relevance: stable cash flow, margin leverage from scale, acquisitive roll-up potential and defensive demand from essential services. Capital needs center on working capital and bolt-on M&A financing.
Regional industrial distributor focused on chemical and safety products for manufacturing and municipal customers, serving as a B2B supply-chain specialist. Griffith & Werner Inc. operates inventory-intensive distribution, offering private-label products, maintenance contracts and just-in-time logistics. Investment relevance: stable cash flow, margin leverage from scale, acquisitive roll-up potential and defensive demand from essential services. Capital needs center on working capital and bolt-on M&A financing.
Investment Philosophy & Strategy
Focuses on predictable, cash-generative distribution businesses in industrial chemicals and safety products, prioritizing steady margin expansion through scale, private-label mix and service contracts. Capital allocation emphasizes working-capital efficiency, reinvestment to support JIT logistics and disciplined bolt‑on acquisitions to consolidate regional supply chains. Underwriting favors defensive end-markets, inventory-lighting improvements, and accretive deals with clear synergies; horizon is medium-to-long term with conservative leverage and cash-flow-driven risk controls.
Focuses on predictable, cash-generative distribution businesses in industrial chemicals and safety products, prioritizing steady margin expansion through scale, private-label mix and service contracts. Capital allocation emphasizes working-capital efficiency, reinvestment to support JIT logistics and disciplined bolt‑on acquisitions to consolidate regional supply chains. Underwriting favors defensive end-markets, inventory-lighting improvements, and accretive deals with clear synergies; horizon is medium-to-long term with conservative leverage and cash-flow-driven risk controls.
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:
30.55%
Gain +0.75%
Monthly
1.25%
Yearly
16.07%
Drawdown
15.82%
$223.35M
Equity
Holdings
$223.35M
Investment
$188.24M
$45.7M
Profit +$1.43M
Realized
$10.58M
Unrealized
$35.12M
Dividends
$6.16M
Goals
Avg. 95.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.43M
Win %
74%
This Week
Compared To Last Week
Gain
0.5%
Profit
$1.11M
Win %
74%
This Month
Compared to last month
Gain
1.58%
Profit
$3.47M
Win %
74%
This Year
Compared to last year
Gain
4.53%
Profit
$9.68M
Win %
74%
LLY Eli Lilly and Company
+4.38%
+$26,971.92 
KMB Kimberly-Clark Corporation
+3.94%
+$7,272.59 
GILD Gilead Sciences Inc.
+3.75%
+$86,773.4 
UNH UnitedHealth Group Incorporated
+3.65%
+$191,867.1 
HD The Home Depot, Inc.
+3.35%
+$118,650.21 
PAYX Paychex Inc.
+3.33%
+$11,744.92 
VMC Vulcan Materials Company
+3.24%
+$7,840 
ORCL Oracle Corporation
+2.55%
+$83,354.43 
TFC Truist Financial Corporation
+2.47%
+$166,960.12 
WFC Wells Fargo & Company
+2.37%
+$87,511.68 
T AT&T Inc.
+2.08%
+$127,865.76 
IBM International Business Machines Corporation
+2.06%
+$18,305.11 
WMT Walmart Inc.
+2.01%
+$6,176.83 
F Ford Motor Company
+1.95%
+$3,501.5 
RF Regions Financial Corporation
+1.88%
+$6,755.39 
AWK American Water Works Company, Inc.
+1.78%
+$12,043.98 
ABBV AbbVie Inc.
+1.76%
+$73,026.79 
AXP American Express Company
+1.66%
+$46,517.56 
UL Unilever PLC Sponsored American Depositary Receipt
+1.63%
+$5,941.52 
LMT Lockheed Martin Corporation
+1.57%
+$25,668.75 
PFE Pfizer Inc.
+1.32%
+$62,149.39 
BAC Bank of America Corporation
+1.12%
+$79,311.48 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.12%
+$48,718.14 
MSFT Microsoft Corp.
+1.01%
+$108,295.88 
VZ Verizon Communications Inc.
+0.83%
+$46,763.56 
PG Procter & Gamble Co
+0.82%
+$40,982.01 
MO Altria Group, Inc.
+0.69%
+$2,494.2 
NEE NextEra Energy, Inc.
+0.64%
+$2,373 
KO The Coca-Cola Company
+0.63%
+$50,573.1 
FCOR Fidelity Corporate Bond ETF
+0.61%
+$1,979.66 
PEP PepsiCo, Inc.
+0.59%
+$2,779.24 
META Meta Platforms Inc Class A
+0.58%
+$57,327.04 
COST Costco Wholesale Corporation
+0.5%
+$2,413.26 
FDN First Trust Dow Jones Internet Index Fund
+0.49%
+$1,518.66 
JNJ Johnson & Johnson
+0.47%
+$29,551.27 
AAPL Apple Inc.
+0.4%
+$42,087.24 
GOOGL Alphabet Inc
+0.38%
+$1,700.37 
MET MetLife Inc.
+0.28%
+$757.4 
C Citigroup Inc.
+0.27%
+$20,258.55 
GD General Dynamics Corporation
+0.23%
+$494.45 
NSC Norfolk Southern Corporation
+0.21%
+$547.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$944.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.14%
+$347.8 
SCHX Schwab U.S. Large-Cap ETF
+0.13%
+$311.78 
SO The Southern Company
+0.13%
+$7,876.47 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$4,990.5 
IVV iShares Core S&P 500 ETF
+0.09%
+$1,687 
FAPR FT Vest U.S. Equity Buffer ETF
+0.08%
+$400 
XDEC FT Vest US Equity Enhance & Opportunities Fund
+0.08%
+$4,163.49 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.07%
+$326.14 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.06%
+$17,170.62 
AMZN Amazon.com Inc
+0.01%
+$1,415.07 
SQMX FT Cboe Vest U.S. Equity Buffer ETF - Quarterly Series August
0%
$0 
INTC Intel Corporation
-4.12%
-$12,260.4 
CSCO Cisco Systems, Inc.
-3.81%
-$23,443.68 
CAT Caterpillar Inc.
-2.92%
-$16,321.94 
FAST Fastenal Co.
-2.89%
-$9,638.02 
PM Philip Morris International Inc.
-2.52%
-$12,937.5 
CEG Constellation Energy Corporation
-2.04%
-$33,099.34 
AVGO Broadcom Inc.
-1.87%
-$7,911.31 
NVDA NVIDIA Corporation
-1.76%
-$126,500.4 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.52%
-$3,477.2 
XLK State Street Technology Select Sector SPDR ETF
-1.26%
-$3,169.78 
CVX Chevron Corporation
-1.14%
-$33,463.08 
TXN Texas Instruments Inc
-1.13%
-$7,573.82 
ADI Analog Devices, Inc.
-0.68%
-$2,219.26 
XJUL FT Vest US Equity Enhanced Fund
-0.38%
-$4,735.97 
MU Micron Technology, Inc.
-0.3%
-$7,733.96 
JPM JPMorgan Chase & Co.
-0.26%
-$3,615.04 
FJUL FT Vest US Equity Buffer ETF
-0.01%
-$45.42 
DUK Duke Energy Corporation
0%
-$147.04 Events
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Dividends
Dividend Analysis
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| Trades 357 | Longs Won 264/357 73% | Profit Factor 11.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $416,969.58 |
| Average Win $189,923.86 | Best Trade (Oct 14) $4.16M | Sharpe Ratio -12.06 |
| Average Loss -$47,777.4 | Worst Trade (Oct 14) -$897,202.94 | Z-Score 11.01 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $128,001.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,673 | 4,206 | 3,738 | 3,271 | 2,804 | 2,336 | 1,869 | 1,402 | 935 | 467 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,498 | $7.66M | $10.5M | - | $2.85M | 37.17% | +0.402% |
| ABBV AbbVie Inc. | 14,738 | $2.82M | $4.23M | - | $1.41M | 49.88% | +1.759% |
| ADI Analog Devices, Inc. | 807 | $171,228.25 | $323,461.74 | - | $152,233.49 | 88.91% | -0.681% |
| AMZN Amazon.com Inc | 40,433 | $8.8M | $10.27M | - | $1.48M | 16.79% | +0.014% |
| AVGO Broadcom Inc. | 1,219 | $427,597.97 | $414,167.44 | - | -$13,430.53 | -3.14% | -1.874% |
| AWK American Water Works Company, Inc. | 5,147 | $640,749.67 | $689,955.35 | - | $49,205.68 | 7.68% | +1.777% |
| AXP American Express Company | 9,157 | $2.84M | $2.86M | - | $12,328.72 | 0.43% | +1.655% |
| BAC Bank of America Corporation | 137,933 | $6.23M | $7.17M | - | $936,404.12 | 15.03% | +1.119% |
| C Citigroup Inc. | 62,334 | $4.57M | $7.64M | - | $3.07M | 67.22% | +0.266% |
| CAT Caterpillar Inc. | 747 | $273,968.4 | $543,166.11 | - | $269,197.71 | 98.26% | -2.917% |
| CEG Constellation Energy Corporation | 5,812 | $1.6M | $1.59M | - | -$5,450.46 | -0.34% | -2.037% |
| COST Costco Wholesale Corporation | 492 | $453,130.47 | $485,557.26 | - | $32,426.79 | 7.16% | +0.499% |
| CSCO Cisco Systems, Inc. | 5,408 | $321,094.94 | $591,121.44 | - | $270,026.5 | 84.1% | -3.815% |
| CVX Chevron Corporation | 13,279 | $2.01M | $2.92M | - | $909,880.86 | 45.38% | -1.135% |
| DUK Duke Energy Corporation | 29,409 | $3.29M | $3.52M | - | $227,341.09 | 6.91% | -0.004% |
| F Ford Motor Company | 14,900 | $147,511.96 | $183,046.5 | - | $35,534.54 | 24.09% | +1.95% |
| FAPR FT Vest U.S. Equity Buffer ETF | 10,000 | $412,900 | $481,300 | - | $68,400 | 16.57% | +0.083% |
| FAST Fastenal Co. | 6,404 | $230,255.82 | $323,369.98 | - | $93,114.16 | 40.44% | -2.894% |
| FCOR Fidelity Corporate Bond ETF | 7,204 | $340,385.7 | $325,548.76 | - | -$14,836.94 | -4.36% | +0.612% |
| FDEC FT Cboe Vest U.S. Equity Buffer ETF - December | 497,699 | $22.77M | $28.05M | - | $5.28M | 23.19% | +0.061% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Griffith & Werner Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.81M, Alphabet Inc - $2.25M, Johnson & Johnson - $1.18M, Citigroup Inc - $1.14M, and Verizon Communications Inc - $947,023.72. 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: Broadcom Inc - $75,067.95, Tesla, Inc - $73,642.56, Super Micro Computer Inc - $35,822.74, Prudential Financial, Inc - $32,531.47, and BlackRock, Inc - $12,958.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Griffith & Werner Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.16M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $680,364.64, AT&T Inc - $548,863.47, Truist Financial Corporation - $465,427.04, Pfizer Inc - $401,076.91, and The Coca-Cola Company - $331,964.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Griffith & Werner Inc.'s monthly returns?
Griffith & Werner Inc.'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 Griffith & Werner Inc.'s strategy be considered aggressive or moderate?
Griffith & Werner Inc.'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 Griffith & Werner Inc.'s strategy?
Griffith & Werner Inc.'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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