CLINE REASOR Portfolio
Invests via Gratus Wealth Advisors, LLC | Managed by Cline Reasor, Chad Williamson, Dorothy Mannix
Invests via Gratus Wealth Advisors, LLC
Managed by Cline Reasor, Chad Williamson, Dorothy Mannix
Automatically Tracked
CLINE REASOR Profile
Seasoned growth- and operations-focused investor with a background in scaling technology and services businesses across North America and Europe, often leading board-level strategy, M&A and capital formation. CLINE REASOR combines operating leadership with private equity and venture capital experience, advising portfolio companies on go-to-market, cost structure and governance. Relevant expertise includes commercial transformation, cross-border expansion and capital markets readiness; typically targets Series B–growth buyouts in SaaS, fintech and industrial services.
Seasoned growth- and operations-focused investor with a background in scaling technology and services businesses across North America and Europe, often leading board-level strategy, M&A and capital formation. CLINE REASOR combines operating leadership with private equity and venture capital experience, advising portfolio companies on go-to-market, cost structure and governance. Relevant expertise includes commercial transformation, cross-border expansion and capital markets readiness; typically targets Series B–growth buyouts in SaaS, fintech and industrial services.
Investment Philosophy & Strategy
Operator-led growth investor focused on scaling SaaS, fintech and industrial services businesses at Series B through growth buyout stages. Prefers lead or control positions that enable board-level influence and hands-on commercial transformation, cost-profile optimization and capital markets preparation. Investment decisions prioritize durable unit economics, repeatable go-to-market models and cross-border expansion capability. Typical horizon targets value-accretive exits via M&A or IPO within a multi-year growth cycle, deploying staged capital with disciplined performance milestones.
Operator-led growth investor focused on scaling SaaS, fintech and industrial services businesses at Series B through growth buyout stages. Prefers lead or control positions that enable board-level influence and hands-on commercial transformation, cost-profile optimization and capital markets preparation. Investment decisions prioritize durable unit economics, repeatable go-to-market models and cross-border expansion capability. Typical horizon targets value-accretive exits via M&A or IPO within a multi-year growth cycle, deploying staged capital with disciplined performance milestones.
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:
43.65%
Gain -0.66%
Monthly
1.14%
Yearly
14.54%
Drawdown
15.17%
$782.7M
Equity
Holdings
$782.7M
Investment
$590.13M
$213.41M
Profit -$4.39M
Realized
$20.84M
Unrealized
$192.57M
Dividends
$30.75M
Goals
Avg. 53% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$4.39M
Win %
74%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$302,629.81
Win %
74%
This Month
Compared to last month
Gain
-0.56%
Profit
-$4.39M
Win %
74%
This Year
Compared to last year
Gain
0.29%
Profit
$2.28M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$467,416.27 
ETN Eaton Corporation plc
+7.32%
+$22,478.14 
GOOG Alphabet Inc
+6.88%
+$674,307.32 
GOOGL Alphabet Inc
+6.73%
+$76,824.93 
ANET Arista Networks, Inc.
+5.46%
+$118,882.94 
CACI Caci International Inc.
+4.27%
+$22,195.19 
TT Trane Technologies plc
+3.33%
+$32,978.18 
META Meta Platforms Inc Class A
+3.28%
+$36,173.26 
MSFT Microsoft Corp.
+3.02%
+$220,262.48 
NVDA NVIDIA Corporation
+2.93%
+$324,887.98 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$8,501.5 
CVX Chevron Corporation
+2.35%
+$10,716.92 
MRVL Marvell Technology, Inc.
+2.32%
+$70,128.12 
ORLY O'Reilly Automotive Inc.
+2.28%
+$10,385.81 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,949 
GLW Corning Incorporated
+2.24%
+$5,211.6 
CSCO Cisco Systems, Inc.
+2.14%
+$10,602.09 
LHX L3Harris Technologies, Inc.
+1.9%
+$10,722.5 
ORCL Oracle Corporation
+1.81%
+$24,982.65 
HWM Howmet Aerospace Inc.
+1.8%
+$26,394.05 
HCA HCA Healthcare Inc.
+1.72%
+$20,950.77 
KMI Kinder Morgan, Inc.
+1.64%
+$4,076.8 
SHEL Shell plc
+1.62%
+$16,052.4 
ACN Accenture plc Class A
+1.61%
+$5,657.15 
PWR Quanta Services Inc.
+1.43%
+$42,266.33 
GE General Electric Company
+1.42%
+$23,298.95 
WFC Wells Fargo & Company
+1.19%
+$2,821.32 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,453.88 
MSI Motorola Solutions, Inc.
+1.14%
+$5,846.97 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$776,985.05 
OEF iShares S&P 100 ETF
+0.95%
+$1,902.99 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$153,110.82 
IBM International Business Machines Corporation
+0.86%
+$12,773.95 
GEV GE Vernova Inc.
+0.85%
+$2,434.83 
MCD McDonald's Corporation
+0.82%
+$3,071.21 
EDOW First Trust Dow 30 Equal Weight ETF
+0.78%
+$9,110.2 
MPC Marathon Petroleum Corporation
+0.76%
+$3,028.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$41,764.37 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,031.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$23,746.56 
PTC PTC Inc.
+0.66%
+$2,072.7 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$288,870.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$106,371.22 
MO Altria Group, Inc.
+0.57%
+$2,162.94 
PSX Phillips 66
+0.51%
+$4,189.24 
NSC Norfolk Southern Corporation
+0.46%
+$3,561.95 
CSX CSX Corporation
+0.42%
+$7,002.66 
RKLB Rocket Lab Corporation
+0.42%
+$540 
PFE Pfizer Inc.
+0.4%
+$1,445.7 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$1,269.22 
RTX RTX Corporation
+0.39%
+$974.4 
PG Procter & Gamble Co
+0.37%
+$5,089.59 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$16,989.24 
BAC Bank of America Corporation
+0.36%
+$9,624.12 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.33%
+$742.5 
AZO AutoZone Inc.
+0.32%
+$822.79 
GD General Dynamics Corporation
+0.32%
+$1,041.88 
MRK Merck & Co., Inc.
+0.32%
+$3,790.95 
JPM JPMorgan Chase & Co.
+0.27%
+$2,080.22 
AMP Ameriprise Financial, Inc.
+0.25%
+$3,131.24 
SO The Southern Company
+0.21%
+$1,066.6 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$1,512.09 
ADI Analog Devices, Inc.
+0.2%
+$5,084.47 
KBWB Invesco KBW Bank ETF
+0.2%
+$441.56 
INTU Intuit Inc.
+0.18%
+$718.78 
CB Chubb Limited
+0.15%
+$1,795.11 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$245.21 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$28,225.2 
C Citigroup Inc.
+0.1%
+$388.41 
WM Waste Management, Inc.
+0.1%
+$278.96 
AFL Aflac Inc.
+0.09%
+$1,162.8 
ABT Abbott Laboratories
+0.09%
+$722.88 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$15,014.36 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$829,977.48 
NXPI NXP Semiconductors N.V.
-6.53%
-$26,944 
TOL Toll Brothers Inc
-2.76%
-$22,496.75 
QCOM QUALCOMM Incorporated
-2.63%
-$13,717.65 
ABBV AbbVie Inc.
-2.51%
-$41,446.82 
NFLX Netflix, Inc.
-2%
-$23,523.52 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,456.54 
GLD SPDR Gold Shares
-1.49%
-$16,972.37 
DD DuPont de Nemours, Inc.
-1.32%
-$8,353.6 
SRE Sempra
-1.15%
-$8,177.17 
NEE NextEra Energy, Inc.
-1.15%
-$3,454.2 
DE Deere & Company
-1.13%
-$5,868.39 
TXN Texas Instruments Inc
-1.08%
-$12,270.34 
LOW Lowe's Companies Inc.
-1.08%
-$10,984.54 
MCK McKesson Corporation
-1.08%
-$32,377.71 
KO The Coca-Cola Company
-1.02%
-$7,314.3 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,771.9 
PPL PPL Corporation
-0.98%
-$2,212 
XOM Exxon Mobil Corporation
-0.97%
-$10,452.96 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,970.22 
D Dominion Energy, Inc.
-0.8%
-$20,880.16 
MA Mastercard Incorporated
-0.74%
-$10,514.51 
DUK Duke Energy Corporation
-0.67%
-$6,114.36 
GS The Goldman Sachs Group, Inc.
-0.63%
-$9,467.27 
PM Philip Morris International Inc.
-0.61%
-$2,554.68 
DHR Danaher Corporation
-0.61%
-$2,925.02 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$6,967.51 
DGX Quest Diagnostics Inc.
-0.55%
-$2,656.12 
COF Capital One Financial Corporation
-0.54%
-$6,729.18 
LLY Eli Lilly and Company
-0.53%
-$11,113.69 
FTCS First Trust Capital Strength ETF
-0.51%
-$117,123.54 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$1,614.95 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$3,748.5 
PEP PepsiCo, Inc.
-0.46%
-$1,953.28 
QSR Restaurant Brands International Inc.
-0.43%
-$3,538.91 
HD The Home Depot, Inc.
-0.42%
-$2,467.29 
VGT Vanguard Information Technology ETF
-0.38%
-$116,738.98 
AXP American Express Company
-0.38%
-$4,955.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$15,056.1 
TMUS T-Mobile US, Inc.
-0.36%
-$4,418.75 
TFC Truist Financial Corporation
-0.33%
-$1,891.06 
COR Cencora, Inc.
-0.28%
-$7,150.34 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$273,478.63 
BX Blackstone Inc.
-0.25%
-$3,273.03 
COST Costco Wholesale Corporation
-0.24%
-$3,169.16 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$105,488 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$75,060.18 
KR Kroger Co.
-0.21%
-$1,366.56 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$554.22 
BKNG Booking Holdings Inc.
-0.18%
-$384.56 
ELV Elevance Health, Inc.
-0.15%
-$752.07 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$49,239.63 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$317.32 
KIM Kimco Realty Corporation
-0.12%
-$919.95 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$385.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$407.82 
VO Vanguard Mid-Cap ETF
-0.05%
-$12,736.16 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$15,505.02 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$15,279.12 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$14,105.11 
V Visa Inc. Class A
-0.04%
-$370.55 Events
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Dividends
Dividend Analysis
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| Trades 1202 | Longs Won 879/1202 73% | Profit Factor 28.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $251,549.24 | Best Trade (Aug 14) $24.91M | Sharpe Ratio -9.88 |
| Average Loss -$23,859.23 | Worst Trade (Sep 01) -$874,962.18 | Z-Score 11.32 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $177,541.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,849 | $6.55M | $10.46M | - | $3.91M | 59.68% | -7.354% |
| ABBV AbbVie Inc. | 6,406 | $1.03M | $1.61M | - | $581,327.34 | 56.65% | -2.513% |
| ABT Abbott Laboratories | 8,032 | $888,879.88 | $848,982.4 | - | -$39,897.48 | -4.49% | +0.085% |
| ACN Accenture plc Class A | 2,151 | $754,807.45 | $356,893.92 | - | -$397,913.53 | -52.72% | +1.611% |
| ADI Analog Devices, Inc. | 6,871 | $1.36M | $2.52M | - | $1.16M | 85.04% | +0.202% |
| AFL Aflac Inc. | 9,690 | $800,647.08 | $1.24M | - | $434,634.12 | 54.29% | +0.094% |
| AMP Ameriprise Financial, Inc. | 2,269 | $903,300.71 | $1.24M | - | $335,210.32 | 37.11% | +0.253% |
| AMZN Amazon.com Inc | 12,955 | $2.09M | $3.52M | - | $1.43M | 68.33% | +15.321% |
| ANET Arista Networks, Inc. | 12,742 | $1.45M | $2.3M | - | $846,263.62 | 58.29% | +5.456% |
| AXP American Express Company | 3,902 | $843,402.7 | $1.31M | - | $468,644.8 | 55.57% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 2,807 | $553,071.77 | $476,179.48 | - | -$76,892.29 | -13.9% | -0.992% |
| AZO AutoZone Inc. | 85 | $219,777.1 | $256,381.25 | - | $36,604.15 | 16.66% | +0.322% |
| BAC Bank of America Corporation | 43,746 | $1.82M | $2.71M | - | $886,649.93 | 48.63% | +0.356% |
| BKNG Booking Holdings Inc. | 1,131 | $160,476.46 | $218,169.89 | - | $57,693.43 | 35.95% | -0.176% |
| BP BP p.l.c. Sponsored ADR | 5,949 | $205,032.36 | $269,013.78 | - | $63,981.42 | 31.21% | +2.261% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $766,600 | - | -$31,842 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 9,134 | $3.31M | $4.67M | - | $1.36M | 41.22% | +0.365% |
| BUD Anheuser-Busch InBev S.A. ADR | 3,733 | $268,274.96 | $322,829.84 | - | $54,554.88 | 20.34% | +0.395% |
| BX Blackstone Inc. | 10,228 | $1.33M | $1.31M | - | -$22,317.98 | -1.68% | -0.25% |
| C Citigroup Inc. | 2,988 | $338,873.88 | $395,760.6 | - | $56,886.72 | 16.79% | +0.098% |
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FAQ
Which stocks have generated the highest profits for CLINE REASOR?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core Dividend Growth ETF - $4.73M, iShares iBonds Dec 2027 Term Corporate ETF - $3.46M, iShares iBonds Dec 2028 Term Corporate ETF - $3.38M, iShares iBonds Dec 2026 Term Corporate ETF - $3.35M, and iShares iBonds Dec 2025 Term Corporate ETF - $2.73M. 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: WisdomTree U.S. Quality Growth Fund - $774,745.21, Chipotle Mexican Grill, Inc - $536,676.13, lululemon athletica inc - $467,772, Fidelity National Information Services, Inc - $211,620.18, and Arrowhead Pharmaceuticals Inc - $194,285. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does CLINE REASOR's portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.75M earned over time. The largest contributors to dividend income include iShares Core Dividend Growth ETF - $3.95M, iShares iBonds Dec 2027 Term Corporate ETF - $3.46M, iShares iBonds Dec 2028 Term Corporate ETF - $3.38M, iShares iBonds Dec 2026 Term Corporate ETF - $3.35M, and iShares iBonds Dec 2029 Term Corporate ETF - $2.4M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are CLINE REASOR's monthly returns?
CLINE REASOR'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 CLINE REASOR's strategy be considered aggressive or moderate?
CLINE REASOR'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 CLINE REASOR's strategy?
CLINE REASOR'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.
