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Gregory Wood Portfolio
Invests via Concorde Financial Corp. | Managed by Gary B. Wood, John A. Stetter, Greg B. Wood
Invests via Concorde Financial Corp.
Managed by Gary B. Wood, John A. Stetter, Greg B. Wood
Automatically Tracked
Gregory Wood Profile
Gregory Wood is a prominent figure in the venture capital landscape, recognized for his strategic vision and expertise in scaling innovative technology startups. With a career dedicated to identifying transformative ideas, he has played a pivotal role in numerous successful funding rounds that have propelled early-stage companies into market leaders. Wood’s extensive background includes leadership roles at various investment firms where he drove initiatives focusing on disruptive technologies and digital solutions. His ability to navigate complex business environments while fostering strong partnerships underscores his influence within the entrepreneurial ecosystem. As an advocate for emerging talents, Gregory continues to shape the future of investment through mentoring budding entrepreneurs.
Gregory Wood is a prominent figure in the venture capital landscape, recognized for his strategic vision and expertise in scaling innovative technology startups. With a career dedicated to identifying transformative ideas, he has played a pivotal role in numerous successful funding rounds that have propelled early-stage companies into market leaders. Wood’s extensive background includes leadership roles at various investment firms where he drove initiatives focusing on disruptive technologies and digital solutions. His ability to navigate complex business environments while fostering strong partnerships underscores his influence within the entrepreneurial ecosystem. As an advocate for emerging talents, Gregory continues to shape the future of investment through mentoring budding entrepreneurs.
Investment Philosophy & Strategy
The technology sector presents a dynamic canvas for growth, and Gregory Wood possesses an acute awareness of its transformative potential. His investment approach is characterized by a blend of opportunistic thinking and entrepreneurial spirit, driving the identification of high-impact startups poised for disruption. By leveraging his extensive network, he fosters collaboration between emerging talents and established industry players, thus enhancing scalability prospects for nascent companies. This unique perspective enables him to tap into innovative solutions that meet evolving market demands while also ensuring capital efficiency in deployments. As such, he is deeply committed to mentoring entrepreneurs who challenge conventional boundaries.
The technology sector presents a dynamic canvas for growth, and Gregory Wood possesses an acute awareness of its transformative potential. His investment approach is characterized by a blend of opportunistic thinking and entrepreneurial spirit, driving the identification of high-impact startups poised for disruption. By leveraging his extensive network, he fosters collaboration between emerging talents and established industry players, thus enhancing scalability prospects for nascent companies. This unique perspective enables him to tap into innovative solutions that meet evolving market demands while also ensuring capital efficiency in deployments. As such, he is deeply committed to mentoring entrepreneurs who challenge conventional boundaries.
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:
53.85%
Gain +0.68%
Monthly
0.94%
Yearly
11.82%
Drawdown
15.37%
$127.65M
Equity
Holdings
$127.65M
Investment
$99.57M
$73.95M
Profit +$1.04M
Realized
$45.87M
Unrealized
$28.08M
Dividends
$16.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.68%
Profit
$1.04M
Win %
81%
This Week
Compared To Last Week
Gain
0.4%
Profit
$506,484.4
Win %
81%
This Month
Compared to last month
Gain
0.17%
Profit
$219,312.43
Win %
81%
This Year
Compared to last year
Gain
3.69%
Profit
$4.53M
Win %
82%
JPM JPMorgan Chase & Co.
+2.3%
+$212,452.89 
MLM Martin Marietta Materials, Inc.
+2.08%
+$68,960.75 
EXE Expand Energy Corporation
+1.95%
+$118,593.7 
OXY Occidental Petroleum Corporation
+1.91%
+$146,451.72 
ET Energy Transfer L.P.
+1.65%
+$126,331.82 
HUBB Hubbell Inc.
+1.61%
+$58,218.05 
BG Bunge Global S.A.
+1.52%
+$74,730.66 
ABBV AbbVie Inc.
+1.3%
+$79,150.99 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.22%
+$6,924 
FR First Industrial Realty Trust Inc.
+1.18%
+$51,728.22 
JNJ Johnson & Johnson
+1.05%
+$66,060 
CP Canadian Pacific Kansas City Limited
+0.87%
+$31,039.53 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$25,305.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$17,027.4 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+0.58%
+$1,825.41 
LPX Louisiana-Pacific Corporation
+0.43%
+$12,193.6 
HSY The Hershey Company
+0.42%
+$13,459.41 
XOM Exxon Mobil Corporation
+0.29%
+$23,739.09 
FANG Diamondback Energy Inc
+0.28%
+$19,477.26 
CB Chubb Limited
+0.1%
+$6,054.38 
MSFT Microsoft Corp.
+0.1%
+$4,924.8 
TJX The TJX Companies, Inc.
+0.05%
+$3,218.56 
Events
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Dividends
Dividend Analysis
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| Trades 577 | Longs Won 347/577 60% | Profit Factor 5.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,486.75 |
| Average Win $259,413.77 | Best Trade (Dec 30) $7.28M | Sharpe Ratio -9.54 |
| Average Loss -$69,851.92 | Worst Trade (Sep 29) -$1.81M | Z-Score 1.12 (73.64%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $128,164.02 |
| 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 | 1,828 | 1,645 | 1,463 | 1,280 | 1,097 | 914 | 731 | 548 | 366 | 183 |
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Returns
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