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
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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:
42.97%
Gain +0.17%
Monthly
0.79%
Yearly
9.94%
Drawdown
16.19%
$130.88M
Equity
Holdings
$130.88M
Investment
$99.33M
$72.37M
Profit +$317,475.51
Realized
$40.82M
Unrealized
$31.55M
Dividends
$16.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$317,475.51
Win %
73%
This Week
Compared To Last Week
Gain
1.26%
Profit
$1.63M
Win %
73%
This Month
Compared to last month
Gain
4.57%
Profit
$5.72M
Win %
73%
This Year
Compared to last year
Gain
5.49%
Profit
$6.81M
Win %
75%
LOW Lowe's Companies Inc.
+4.61%
+$123,880.96 
LPX Louisiana-Pacific Corporation
+4.49%
+$114,976.23 
MLM Martin Marietta Materials, Inc.
+3.89%
+$108,330.3 
HSY The Hershey Company
+2.28%
+$66,843.75 
JNJ Johnson & Johnson
+2.11%
+$147,316.05 
CB Chubb Limited
+1.82%
+$113,207.82 
ABBV AbbVie Inc.
+1.54%
+$119,690.98 
NOC Northrop Grumman Corporation
+1.51%
+$24,722.92 
TJX The TJX Companies, Inc.
+1.51%
+$86,419.44 
CP Canadian Pacific Kansas City Limited
+0.77%
+$26,714.16 
BG Bunge Global S.A.
+0.73%
+$31,062.4 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$23,596.02 
MSFT Microsoft Corp.
+0.38%
+$25,211.25 
JPM JPMorgan Chase & Co.
+0.02%
+$2,349.36 
CSCO Cisco Systems, Inc.
-3.7%
-$145,009.2 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-2.64%
-$7,275.93 
HUBB Hubbell Inc.
-2.56%
-$94,426.92 
ET Energy Transfer L.P.
-1.28%
-$106,700.62 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.27%
-$8,689.62 
FANG Diamondback Energy Inc
-1.18%
-$83,944.13 
XOM Exxon Mobil Corporation
-1.17%
-$115,820.33 
AMZN Amazon.com Inc
-0.64%
-$47,549.18 
OXY Occidental Petroleum Corporation
-0.64%
-$52,952.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.63%
-$17,973.24 
EXE Expand Energy Corporation
-0.13%
-$8,080.02 
FR First Industrial Realty Trust Inc.
-0.11%
-$4,581.98 Events
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Dividends
Dividend Analysis
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| Trades 601 | Longs Won 380/601 63% | Profit Factor 4.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,393.71 |
| Average Win $250,070.28 | Best Trade (Dec 30) $7.28M | Sharpe Ratio -9.56 |
| Average Loss -$102,519.43 | Worst Trade (Sep 29) -$1.81M | Z-Score 2.2 (97.21%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $120,415.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 1,277 | 1,149 | 1,022 | 894 | 766 | 639 | 511 | 383 | 255 | 128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 27,358 | $4.26M | $7.88M | - | $3.61M | 84.74% | +1.543% |
| AMZN Amazon.com Inc | 29,261 | $4.36M | $7.39M | - | $3.03M | 69.35% | -0.64% |
| BG Bunge Global S.A. | 38,828 | $3.21M | $4.26M | - | $1.05M | 32.71% | +0.735% |
| BRK-B Berkshire Hathaway Inc. | 7,686 | $3.78M | $4.07M | - | $287,796.04 | 7.61% | +0.583% |
| CB Chubb Limited | 17,772 | $4.03M | $6.34M | - | $2.31M | 57.38% | +1.819% |
| CP Canadian Pacific Kansas City Limited | 40,476 | $3.21M | $3.51M | - | $304,129.16 | 9.48% | +0.766% |
| CSCO Cisco Systems, Inc. | 34,526 | $2.5M | $3.78M | - | $1.27M | 50.91% | -3.696% |
| ET Energy Transfer L.P. | 410,387 | $5.78M | $8.2M | - | $2.42M | 41.87% | -1.284% |
| EXE Expand Energy Corporation | 70,261 | $5.81M | $6.39M | - | $579,335.87 | 9.96% | -0.126% |
| FANG Diamondback Energy Inc | 35,915 | $5.92M | $7.01M | - | $1.09M | 18.35% | -1.183% |
| FR First Industrial Realty Trust Inc. | 70,492 | $3.73M | $4.14M | - | $412,436.27 | 11.06% | -0.111% |
| HSY The Hershey Company | 17,825 | $3.26M | $2.99M | - | -$262,177.28 | -8.05% | +2.283% |
| HUBB Hubbell Inc. | 7,791 | $2.86M | $3.59M | - | $730,999.96 | 25.54% | -2.56% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 47,298 | $2.58M | $2.82M | - | $243,204.04 | 9.42% | -0.632% |
| JNJ Johnson & Johnson | 27,510 | $4.24M | $7.13M | - | $2.89M | 68.3% | +2.109% |
| JPM JPMorgan Chase & Co. | 29,367 | $5.13M | $9.85M | - | $4.72M | 91.97% | +0.024% |
| LOW Lowe's Companies Inc. | 14,272 | $3.17M | $2.81M | - | -$355,619.67 | -11.23% | +4.609% |
| LPX Louisiana-Pacific Corporation | 38,518 | $3.16M | $2.68M | - | -$483,917.59 | -15.31% | +4.488% |
| MLM Martin Marietta Materials, Inc. | 5,910 | $3.2M | $2.89M | - | -$305,533.35 | -9.55% | +3.891% |
| MSFT Microsoft Corp. | 12,450 | $5.54M | $6.67M | - | $1.13M | 20.48% | +0.379% |
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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 Gregory Wood?
The largest contributions to the portfolio's profits come from the following stocks: Texas Pacific Land Corporation - $18.62M, Sprott Physical Gold Trust - $11.16M, Warner Bros. Discovery, Inc - $5.08M, Exxon Mobil Corporation - $3.71M, and Franco-Nevada Corporation - $3.06M. 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: Medical Properties Trust, Inc - $1.73M, Lumen Technologies Inc - $1.55M, Moderna, Inc - $1.35M, Amazon.com Inc - $1.08M, and Eastman Chemical Company - $986,050.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregory Wood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.81M earned over time. The largest contributors to dividend income include Black Stone Minerals, L.P - $2.16M, Energy Transfer L.P - $1.71M, Exxon Mobil Corporation - $995,157.81, AbbVie Inc - $968,377.53, and JPMorgan Ultra-Short Income ETF - $961,437.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregory Wood's monthly returns?
Gregory Wood'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 Gregory Wood's strategy be considered aggressive or moderate?
Gregory Wood'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 Wood's strategy?
Gregory Wood'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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