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:
44.3%
Gain -0.08%
Monthly
1.1%
Yearly
14.04%
Drawdown
15.17%
$785.76M
Equity
Holdings
$785.76M
Investment
$590.13M
$216.46M
Profit -$498,532.52
Realized
$20.84M
Unrealized
$195.63M
Dividends
$32.9M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$498,532.52
Win %
73%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$7.14M
Win %
73%
This Month
Compared to last month
Gain
0.56%
Profit
$4.35M
Win %
73%
This Year
Compared to last year
Gain
0.68%
Profit
$5.34M
Win %
73%
HONA Honeywell Aerospace Inc.
+3.59%
+$5,931.9 
AZO AutoZone Inc.
+2.52%
+$6,539.46 
GE General Electric Company
+2.36%
+$34,045.2 
ORLY O'Reilly Automotive Inc.
+2.17%
+$10,033.53 
C Citigroup Inc.
+2.17%
+$7,977.96 
HWM Howmet Aerospace Inc.
+2.1%
+$24,433 
TFC Truist Financial Corporation
+2.08%
+$10,790.28 
BUD Anheuser-Busch InBev S.A. ADR
+2.08%
+$6,308.77 
RTX RTX Corporation
+2.08%
+$4,500.8 
GD General Dynamics Corporation
+2.06%
+$5,918.22 
HD The Home Depot, Inc.
+2.05%
+$11,200.23 
PM Philip Morris International Inc.
+2.05%
+$8,854.87 
LOW Lowe's Companies Inc.
+2.03%
+$19,210.83 
COF Capital One Financial Corporation
+2.03%
+$23,998.65 
JPM JPMorgan Chase & Co.
+1.9%
+$14,141.07 
HLT Hilton Worldwide Holdings Inc.
+1.89%
+$15,876 
LHX L3Harris Technologies, Inc.
+1.82%
+$9,080.86 
TOL Toll Brothers Inc
+1.79%
+$13,041.6 
BP BP p.l.c. Sponsored ADR
+1.77%
+$5,116.14 
SHEL Shell plc
+1.75%
+$19,765.2 
PG Procter & Gamble Co
+1.67%
+$25,255.87 
PEP PepsiCo, Inc.
+1.64%
+$6,439.72 
WFC Wells Fargo & Company
+1.62%
+$3,706.44 
D Dominion Energy, Inc.
+1.57%
+$36,913.14 
MSI Motorola Solutions, Inc.
+1.57%
+$8,479.89 
KO The Coca-Cola Company
+1.54%
+$11,540.34 
KMI Kinder Morgan, Inc.
+1.52%
+$3,920 
MRSH Marsh & McLennan Companies, Inc.
+1.52%
+$4,634.88 
QSR Restaurant Brands International Inc.
+1.48%
+$12,164.9 
PPL PPL Corporation
+1.44%
+$3,128.4 
KBWB Invesco KBW Bank ETF
+1.39%
+$2,788.8 
GS The Goldman Sachs Group, Inc.
+1.37%
+$17,897.21 
DUK Duke Energy Corporation
+1.37%
+$11,864.77 
MO Altria Group, Inc.
+1.34%
+$5,490.54 
NEE NextEra Energy, Inc.
+1.3%
+$3,522.6 
AXP American Express Company
+1.28%
+$15,725.06 
KIM Kimco Realty Corporation
+1.28%
+$8,892.85 
SRE Sempra
+1.25%
+$8,097.78 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$59,736.09 
MRK Merck & Co., Inc.
+1.22%
+$16,319.19 
XLF Financial Select Sector SPDR Fund
+1.19%
+$4,486.02 
SO The Southern Company
+1.18%
+$5,599.65 
FVD First Trust Value Line Dividend Index Fund
+1.15%
+$3,448.48 
FTCS First Trust Capital Strength ETF
+1.13%
+$257,212.48 
TMUS T-Mobile US, Inc.
+1.12%
+$12,344.65 
BRK-A Berkshire Hathaway Inc.
+1.11%
+$8,768.4 
CVX Chevron Corporation
+1.11%
+$5,761.51 
TT Trane Technologies plc
+1.1%
+$11,284.98 
JNJ Johnson & Johnson
+1.08%
+$7,788.69 
BKNG Booking Holdings Inc.
+1.07%
+$2,007.53 
MCD McDonald's Corporation
+1.07%
+$3,608.66 
DD DuPont de Nemours, Inc.
+1.04%
+$6,219.75 
AMP Ameriprise Financial, Inc.
+1.02%
+$11,685.37 
V Visa Inc. Class A
+1.02%
+$10,746.82 
ABT Abbott Laboratories
+0.99%
+$8,353.28 
CACI Caci International Inc.
+0.95%
+$6,299.53 
COST Costco Wholesale Corporation
+0.91%
+$12,398.79 
BX Blackstone Inc.
+0.91%
+$10,125.72 
BAC Bank of America Corporation
+0.9%
+$20,341.89 
LLY Eli Lilly and Company
+0.89%
+$20,178.69 
WM Waste Management, Inc.
+0.89%
+$2,523.32 
CB Chubb Limited
+0.86%
+$10,330.32 
CSX CSX Corporation
+0.84%
+$13,671.86 
GEV GE Vernova Inc.
+0.83%
+$2,266.36 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$795,581.44 
AFL Aflac Inc.
+0.8%
+$9,108.6 
MA Mastercard Incorporated
+0.79%
+$11,998.88 
AAPL Apple Inc.
+0.7%
+$80,729.87 
NSC Norfolk Southern Corporation
+0.68%
+$5,101.58 
NXPI NXP Semiconductors N.V.
+0.66%
+$2,576.53 
MCK McKesson Corporation
+0.6%
+$20,809.23 
ELV Elevance Health, Inc.
+0.6%
+$3,444.81 
EDOW First Trust Dow 30 Equal Weight ETF
+0.6%
+$7,137.62 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$23,937.56 
IDMO Invesco S&P International Developed Momentum ETF
+0.57%
+$159,942.8 
XOM Exxon Mobil Corporation
+0.48%
+$5,738.95 
KR Kroger Co.
+0.42%
+$3,017.82 
IJH iShares Core S&P Mid-Cap ETF
+0.34%
+$1,205.25 
PFE Pfizer Inc.
+0.34%
+$1,445.7 
XLV Health Care Select Sector SPDR Fund
+0.33%
+$4,166.14 
GLD SPDR Gold Shares
+0.31%
+$3,563.6 
COR Cencora, Inc.
+0.3%
+$8,114.34 
ABBV AbbVie Inc.
+0.29%
+$5,252.92 
VO Vanguard Mid-Cap ETF
+0.27%
+$68,456.86 
PTC PTC Inc.
+0.18%
+$806.05 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.17%
+$444.25 
INTU Intuit Inc.
+0.16%
+$680.93 
ADI Analog Devices, Inc.
+0.12%
+$3,366.72 
TXN Texas Instruments Inc
+0.11%
+$1,218.9 
ACN Accenture plc Class A
+0.1%
+$502.69 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.1%
+$35,262.78 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.09%
+$32,826.42 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$22,521.54 
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 
AZN AstraZeneca PLC American Depositary Shares
+0.03%
+$140.35 
DE Deere & Company
+0.03%
+$163.99 
XSMO Invesco S&P SmallCap Momentum ETF
+0.03%
+$10,548.8 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.02%
+$41.25 
HCA HCA Healthcare Inc.
+0.02%
+$246.48 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRVL Marvell Technology, Inc.
-3.98%
-$157,926.39 
RKLB Rocket Lab Corporation
-3.04%
-$3,360 
GLW Corning Incorporated
-3.03%
-$7,206.8 
ANET Arista Networks, Inc.
-2.18%
-$51,605.1 
QCOM QUALCOMM Incorporated
-2.18%
-$13,356.6 
ORCL Oracle Corporation
-1.78%
-$25,956 
PWR Quanta Services Inc.
-1.75%
-$50,512.35 
CSCO Cisco Systems, Inc.
-1.73%
-$8,289.7 
RPG Invesco S&P 500 Pure Growth ETF
-1.49%
-$2,942.52 
XLK State Street Technology Select Sector SPDR ETF
-1.46%
-$545,188.32 
NFLX Netflix, Inc.
-1.43%
-$16,756.48 
GOOGL Alphabet Inc
-1.39%
-$16,582.15 
VGT Vanguard Information Technology ETF
-1.3%
-$431,662.74 
FDN First Trust Dow Jones Internet Index Fund
-1.24%
-$4,471.25 
MPC Marathon Petroleum Corporation
-1.15%
-$6,968.51 
META Meta Platforms Inc Class A
-1.14%
-$17,227.26 
GOOG Alphabet Inc
-1.14%
-$115,369.08 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.09%
-$187,439.5 
UNH UnitedHealth Group Incorporated
-1.07%
-$6,448.45 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$448,270.29 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$584,783.48 
FV First Trust Dorsey Wright Focus 5 ETF
-0.77%
-$2,615.67 
DHR Danaher Corporation
-0.6%
-$3,392.04 
ETN Eaton Corporation plc
-0.53%
-$1,699.17 
DGX Quest Diagnostics Inc.
-0.45%
-$2,223.7 
AMZN Amazon.com Inc
-0.45%
-$14,898.12 
NVDA NVIDIA Corporation
-0.45%
-$55,191.06 
MSFT Microsoft Corp.
-0.34%
-$29,918.2 
PSX Phillips 66
-0.12%
-$1,299.5 
IBM International Business Machines Corporation
-0.1%
-$1,538.24 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.09%
-$16,215.12 
OEF iShares S&P 100 ETF
-0.08%
-$170.51 
VOO Vanguard S&P 500 ETF
-0.06%
-$171.38 
IVV iShares Core S&P 500 ETF
-0.05%
-$1,947.82 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$2,971.82 Events
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Dividends
Dividend Analysis
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| Trades 1202 | Longs Won 874/1202 72% | Profit Factor 26.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $257,407.17 | Best Trade (Oct 14) $25.6M | Sharpe Ratio -9.38 |
| Average Loss -$25,954.3 | Worst Trade (Oct 14) -$1.33M | Z-Score 4.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $180,083.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,849 | $6.55M | $11.66M | - | $5.11M | 78.02% | +0.697% |
| ABBV AbbVie Inc. | 6,406 | $1.03M | $1.82M | - | $794,519.02 | 77.42% | +0.289% |
| ABT Abbott Laboratories | 8,032 | $888,879.88 | $849,143.04 | - | -$39,736.84 | -4.47% | +0.994% |
| ACN Accenture plc Class A | 2,151 | $754,807.45 | $484,305.61 | - | -$270,501.84 | -35.84% | +0.104% |
| ADI Analog Devices, Inc. | 6,871 | $1.36M | $2.78M | - | $1.41M | 103.69% | +0.121% |
| AFL Aflac Inc. | 9,690 | $800,647.08 | $1.15M | - | $352,366.02 | 44.01% | +0.796% |
| AMP Ameriprise Financial, Inc. | 2,269 | $903,300.71 | $1.15M | - | $248,738.66 | 27.54% | +1.025% |
| AMZN Amazon.com Inc | 12,955 | $2.09M | $3.29M | - | $1.2M | 57.19% | -0.451% |
| ANET Arista Networks, Inc. | 12,742 | $1.45M | $2.31M | - | $861,299.05 | 59.33% | -2.182% |
| AXP American Express Company | 3,902 | $843,402.7 | $1.24M | - | $397,043.1 | 47.08% | +1.284% |
| AZN AstraZeneca PLC American Depositary Shares | 2,807 | $553,071.77 | $468,011.11 | - | -$85,060.66 | -15.38% | +0.03% |
| AZO AutoZone Inc. | 85 | $219,777.1 | $266,607.17 | - | $46,830.07 | 21.31% | +2.515% |
| BAC Bank of America Corporation | 43,746 | $1.82M | $2.28M | - | $458,595.32 | 25.15% | +0.899% |
| BKNG Booking Holdings Inc. | 1,131 | $160,476.46 | $189,527.32 | - | $29,050.86 | 18.1% | +1.071% |
| BP BP p.l.c. Sponsored ADR | 5,949 | $205,032.36 | $293,285.7 | - | $88,253.34 | 43.04% | +1.775% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $798,254.39 | - | -$187.61 | -0.02% | +1.111% |
| BRK-B Berkshire Hathaway Inc. | 9,134 | $3.31M | $4.86M | - | $1.55M | 46.93% | +1.244% |
| BUD Anheuser-Busch InBev S.A. ADR | 3,733 | $268,274.96 | $309,727.01 | - | $41,452.05 | 15.45% | +2.079% |
| BX Blackstone Inc. | 10,228 | $1.33M | $1.13M | - | -$201,921.66 | -15.19% | +0.907% |
| C Citigroup Inc. | 2,988 | $338,873.88 | $376,129.44 | - | $37,255.56 | 10.99% | +2.167% |
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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 - $5.21M, iShares iBonds Dec 2027 Term Corporate ETF - $3.58M, iShares iBonds Dec 2028 Term Corporate ETF - $3.51M, iShares iBonds Dec 2026 Term Corporate ETF - $3.47M, 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 $32.9M earned over time. The largest contributors to dividend income include iShares Core Dividend Growth ETF - $4.42M, iShares iBonds Dec 2027 Term Corporate ETF - $3.58M, iShares iBonds Dec 2028 Term Corporate ETF - $3.51M, iShares iBonds Dec 2026 Term Corporate ETF - $3.47M, and iShares iBonds Dec 2029 Term Corporate ETF - $2.54M. 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.
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