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:
4.09%
Gain
Monthly
0.13%
Yearly
1.59%
Drawdown
27.85%
$766.19M
Equity
Holdings
$766.19M
Investment
$580.36M
$206.58M
Profit -$2.65M
Realized
$20.75M
Unrealized
$185.83M
Dividends
$30.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.65M
Win %
75%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$6.06M
Win %
75%
This Month
Compared to last month
Gain
-0.62%
Profit
-$4.74M
Win %
75%
This Year
Compared to last year
Gain
11.51%
Profit
$79.08M
Win %
75%
ABT Abbott Laboratories
+10.48%
+$96,384.57 
MCK McKesson Corporation
+5.92%
+$163,997.78 
INTU Intuit Inc.
+5.45%
+$19,423.4 
ACN Accenture plc Class A
+5.08%
+$15,316.03 
WM Waste Management, Inc.
+4.16%
+$12,286.93 
ORLY O'Reilly Automotive Inc.
+4.01%
+$16,949.37 
IBM International Business Machines Corporation
+3.97%
+$55,831.24 
DKS Dick's Sporting Goods, Inc.
+3.87%
+$22,158.51 
PM Philip Morris International Inc.
+3.74%
+$14,635.4 
MRK Merck & Co., Inc.
+3.72%
+$42,825.4 
COR Cencora, Inc.
+3.7%
+$89,715.63 
QSR Restaurant Brands International Inc.
+3.65%
+$20,536.38 
KR Kroger Co.
+3.54%
+$22,522 
FIS Fidelity National Information Services, Inc.
+3.46%
+$10,002.48 
ABBV AbbVie Inc.
+3.44%
+$53,922.53 
PTC PTC Inc.
+3.43%
+$10,265.64 
TMUS T-Mobile US, Inc.
+3.3%
+$42,989.55 
AMGN Amgen Inc.
+3.15%
+$14,082.48 
MPC Marathon Petroleum Corporation
+3.02%
+$11,444.64 
PSX Phillips 66
+2.99%
+$22,408.64 
VZ Verizon Communications Inc.
+2.96%
+$5,952.49 
PEP PepsiCo, Inc.
+2.94%
+$13,044.8 
COST Costco Wholesale Corporation
+2.92%
+$37,101.86 
KIM Kimco Realty Corporation
+2.89%
+$21,969.67 
NSC Norfolk Southern Corporation
+2.88%
+$21,687.75 
KO The Coca-Cola Company
+2.84%
+$17,639.09 
MRSH Marsh & McLennan Companies, Inc.
+2.81%
+$8,078.4 
DGX Quest Diagnostics Inc.
+2.74%
+$11,126.36 
MO Altria Group, Inc.
+2.72%
+$10,627.2 
AZO AutoZone Inc.
+2.63%
+$6,647.85 
MCD McDonald's Corporation
+2.48%
+$9,297.54 
CSX CSX Corporation
+2.48%
+$40,602.84 
MA Mastercard Incorporated
+2.43%
+$31,876 
XLV Health Care Select Sector SPDR Fund
+2.17%
+$26,016.55 
LOW Lowe's Companies Inc.
+2.14%
+$23,787.54 
MSFT Microsoft Corp.
+2.13%
+$135,629.19 
J Jacobs Solutions Inc.
+2.07%
+$10,604.76 
V Visa Inc. Class A
+1.96%
+$18,884.17 
UNH UnitedHealth Group Incorporated
+1.93%
+$11,920.74 
HCA HCA Healthcare Inc.
+1.88%
+$21,967.53 
PG Procter & Gamble Co
+1.78%
+$29,047.6 
FVD First Trust Value Line Dividend Index Fund
+1.75%
+$5,265.09 
TFC Truist Financial Corporation
+1.68%
+$9,807.57 
BUD Anheuser-Busch InBev S.A. ADR
+1.64%
+$3,953.58 
KMI Kinder Morgan, Inc.
+1.63%
+$4,248.82 
CVX Chevron Corporation
+1.59%
+$6,852.19 
FTCS First Trust Capital Strength ETF
+1.59%
+$345,633.62 
CB Chubb Limited
+1.49%
+$17,053.54 
LLY Eli Lilly and Company
+1.45%
+$30,493.34 
MSI Motorola Solutions, Inc.
+1.37%
+$6,629.74 
AAPL Apple Inc.
+1.36%
+$151,019.65 
AFL Aflac Inc.
+1.28%
+$15,019.5 
XOM Exxon Mobil Corporation
+1.25%
+$12,236.4 
JNJ Johnson & Johnson
+1.19%
+$8,373.56 
HD The Home Depot, Inc.
+1.17%
+$7,196.91 
EOG EOG Resources, Inc.
+1.16%
+$2,284.04 
PFE Pfizer Inc.
+1.09%
+$3,894.84 
DHR Danaher Corporation
+1.08%
+$5,309.28 
PPL PPL Corporation
+1.04%
+$2,338.4 
DGRO iShares Core Dividend Growth ETF
+0.99%
+$925,688.36 
SO The Southern Company
+0.98%
+$4,863.9 
DUK Duke Energy Corporation
+0.96%
+$8,882.4 
DE Deere & Company
+0.9%
+$4,591.16 
EDOW First Trust Dow 30 Equal Weight ETF
+0.86%
+$9,958.93 
NFLX Netflix, Inc.
+0.82%
+$9,516.86 
BKNG Booking Holdings Inc.
+0.75%
+$2,371.87 
BX Blackstone Inc.
+0.73%
+$9,392.07 
AZN AstraZeneca PLC American Depositary Shares
+0.71%
+$3,285.63 
COF Capital One Financial Corporation
+0.63%
+$7,801.05 
SHEL Shell plc
+0.59%
+$5,412.5 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$21,653.76 
GD General Dynamics Corporation
+0.5%
+$1,595.76 
HON Honeywell International Inc.
+0.5%
+$1,127.2 
D Dominion Energy, Inc.
+0.45%
+$11,957.12 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$17,343.84 
LMT Lockheed Martin Corporation
+0.31%
+$526.14 
BRK-A Berkshire Hathaway Inc.
+0.31%
+$2,241.93 
WFC Wells Fargo & Company
+0.28%
+$701.68 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$843.67 
AMP Ameriprise Financial, Inc.
+0.2%
+$2,344.65 
TOL Toll Brothers Inc
+0.18%
+$1,505.28 
AXP American Express Company
+0.1%
+$1,389.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$7,999.05 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$7,482.52 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$6,860.84 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.63%
-$31,888.8 
MRVL Marvell Technology, Inc.
-9.02%
-$314,365.36 
GE General Electric Company
-5.81%
-$96,924.6 
GS The Goldman Sachs Group, Inc.
-5.18%
-$87,565.23 
ORCL Oracle Corporation
-4.79%
-$67,094.1 
ETN Eaton Corporation plc
-4.28%
-$14,190.6 
QCOM QUALCOMM Incorporated
-4.08%
-$27,602.48 
Q Qnity Electronics Inc.
-3.92%
-$15,955.47 
HWM Howmet Aerospace Inc.
-3.8%
-$58,484.34 
NXPI NXP Semiconductors N.V.
-3.68%
-$17,616.42 
ELV Elevance Health, Inc.
-3.59%
-$18,822.15 
TXN Texas Instruments Inc
-3.55%
-$43,111.54 
GEV GE Vernova Inc.
-3.36%
-$10,389.78 
PWR Quanta Services Inc.
-3.28%
-$96,145.64 
GOOG Alphabet Inc
-2.99%
-$326,331.11 
GOOGL Alphabet Inc
-2.97%
-$38,577.04 
ADI Analog Devices, Inc.
-2.86%
-$77,295.4 
NVDA NVIDIA Corporation
-2.61%
-$327,019.89 
ANET Arista Networks, Inc.
-2.59%
-$55,531.46 
CSCO Cisco Systems, Inc.
-2.51%
-$12,260.03 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$854,506.28 
C Citigroup Inc.
-2.28%
-$9,196.85 
META Meta Platforms Inc Class A
-2.06%
-$28,406.84 
VGT Vanguard Information Technology ETF
-2%
-$642,707.2 
GLD SPDR Gold Shares
-1.84%
-$20,747.4 
IDMO Invesco S&P International Developed Momentum ETF
-1.7%
-$468,236.4 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$730,341.81 
CMG Chipotle Mexican Grill, Inc.
-1.46%
-$7,259.88 
TT Trane Technologies plc
-1.42%
-$14,841.7 
MGK Vanguard Mega Cap Growth ETF
-1.36%
-$987,880.05 
RTX RTX Corporation
-1.28%
-$2,984.4 
JPM JPMorgan Chase & Co.
-1.18%
-$9,290.16 
DD DuPont de Nemours, Inc.
-1.17%
-$7,335.97 
FDN First Trust Dow Jones Internet Index Fund
-1.09%
-$3,699.5 
LHX L3Harris Technologies, Inc.
-0.99%
-$1,952.7 
XSMO Invesco S&P SmallCap Momentum ETF
-0.96%
-$442,215.05 
AMZN Amazon.com Inc
-0.94%
-$31,075.2 
CACI Caci International Inc.
-0.78%
-$4,009.29 
VOO Vanguard S&P 500 ETF
-0.58%
-$1,684.54 
IVV iShares Core S&P 500 ETF
-0.58%
-$21,067.2 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$34,021.35 
BP BP p.l.c. Sponsored ADR
-0.51%
-$1,248.87 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$73,978.58 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.38%
-$69,017.94 
BAC Bank of America Corporation
-0.3%
-$6,363.81 
NEE NextEra Energy, Inc.
-0.15%
-$444.6 
XLF Financial Select Sector SPDR Fund
-0.11%
-$537.42 
VO Vanguard Mid-Cap ETF
-0.06%
-$15,484.8 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.02%
-$63.47 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$7,325.64 Events
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Dividends
Dividend Analysis
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| Trades 1096 | Longs Won 806/1096 73% | Profit Factor 32.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $264,329.31 | Best Trade (Jul 15) $23.76M | Sharpe Ratio -9.72 |
| Average Loss -$22,302.17 | Worst Trade (Jul 14) -$697,003.74 | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $188,487.04 |
| 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 | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
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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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