Christopher H. Gardner Portfolio
Invests via Parkwoods Wealth Partners LLC | Managed by Christopher H. Gardner, Bob French, Dustin Meyer
Invests via Parkwoods Wealth Partners LLC
Managed by Christopher H. Gardner, Bob French, Dustin Meyer
Automatically Tracked
Deploys growth and buyout capital into software and healthcare companies across North America, emphasizing operational value creation, revenue acceleration and disciplined exit timelines. Christopher H. Gardner serves as a private equity principal and board director with experience sourcing proprietary deal flow, structuring transactions and leading portfolio company transformations. He maintains LP relationships, oversees fund economics and collaborates with management teams to scale margins and prepare assets for strategic or public sale.
Deploys growth and buyout capital into software and healthcare companies across North America, emphasizing operational value creation, revenue acceleration and disciplined exit timelines. Christopher H. Gardner serves as a private equity principal and board director with experience sourcing proprietary deal flow, structuring transactions and leading portfolio company transformations. He maintains LP relationships, oversees fund economics and collaborates with management teams to scale margins and prepare assets for strategic or public sale.
Investment Philosophy & Strategy
Focuses on deploying growth and buyout capital into North American software and healthcare businesses, prioritizing operational value creation, revenue acceleration and margin expansion. Combines proprietary sourcing and disciplined underwriting with hands-on portfolio operational work—restructuring go-to-market, optimizing unit economics and aligning management incentives—to drive scalable EBITDA growth and predictable exit timing. Maintains LP and board engagement to manage fund economics and execute strategic or public sale paths.
Focuses on deploying growth and buyout capital into North American software and healthcare businesses, prioritizing operational value creation, revenue acceleration and margin expansion. Combines proprietary sourcing and disciplined underwriting with hands-on portfolio operational work—restructuring go-to-market, optimizing unit economics and aligning management incentives—to drive scalable EBITDA growth and predictable exit timing. Maintains LP and board engagement to manage fund economics and execute strategic or public sale paths.
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:
0.09%
Gain
Monthly
0%
Yearly
0.05%
Drawdown
34.91%
$452.16M
Equity
Holdings
$452.16M
Investment
$374.82M
$77.49M
Profit +$348,539.78
Realized
$158,381.91
Unrealized
$77.33M
Dividends
$7.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$348,539.78
Win %
81%
This Week
Compared To Last Week
Gain
0.57%
Profit
$2.58M
Win %
81%
This Month
Compared to last month
Gain
0.68%
Profit
$3.04M
Win %
81%
This Year
Compared to last year
Gain
10.84%
Profit
$44.23M
Win %
80%
MCK McKesson Corporation
+5.63%
+$27,083.36 
CYH Community Health Systems, Inc.
+4.81%
+$15,329.19 
ABBV AbbVie Inc.
+4.24%
+$11,156.86 
BRO Brown & Brown Inc.
+3.84%
+$25,833.64 
IBM International Business Machines Corporation
+3.79%
+$12,719.9 
ADP Automatic Data Processing Inc.
+3.67%
+$9,262.71 
MCD McDonald's Corporation
+3.2%
+$7,237.7 
COST Costco Wholesale Corporation
+3.17%
+$10,276.62 
KO The Coca-Cola Company
+3.01%
+$7,104.61 
PEP PepsiCo, Inc.
+2.98%
+$6,637.41 
V Visa Inc. Class A
+2.72%
+$12,551.66 
USRT iShares Core U.S. REIT ETF
+2.63%
+$14,508.32 
TJX The TJX Companies, Inc.
+2.52%
+$7,565.8 
MNST Monster Beverage Corporation
+2.43%
+$14,423.82 
PG Procter & Gamble Co
+2.32%
+$5,638.92 
DFAR Dimensional US Real Estate ETF
+2.29%
+$16,664.12 
GWW W.W. Grainger, Inc.
+2.2%
+$5,966.73 
VNQ Vanguard Real Estate ETF
+2.16%
+$10,826.41 
WMT Walmart Inc.
+2.15%
+$13,130.92 
AAPL Apple Inc.
+1.76%
+$25,182.72 
DFGR Dimensional Global Real Estate ETF
+1.67%
+$95,203.08 
AFL Aflac Inc.
+1.63%
+$4,769.37 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$186,749.75 
DFAT Dimensional US Targeted Value ETF
+1.49%
+$948,846.99 
ROK Rockwell Automation, Inc.
+1.46%
+$9,780.75 
AKBA Akebia Therapeutics Inc.
+1.45%
+$420 
MSFT Microsoft Corp.
+1.38%
+$28,558.92 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.36%
+$74,290 
CVX Chevron Corporation
+1.26%
+$5,237.16 
LLY Eli Lilly and Company
+1.18%
+$26,166.4 
AVUV Avantis U.S. Small Cap Value ETF
+1.16%
+$31,879.59 
JNJ Johnson & Johnson
+1.04%
+$6,121.74 
XOM Exxon Mobil Corporation
+1%
+$5,030.05 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$7,399.19 
VIG Vanguard Dividend Appreciation ETF
+0.74%
+$2,000.25 
VTV Vanguard Value ETF
+0.57%
+$1,381.35 
DFAS Dimensional U.S. Small Cap ETF
+0.53%
+$124,217.97 
JELD Jeld-Wen Holding, Inc.
+0.42%
+$73.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.41%
+$2,340 
DUHP Dimensional US High Profitability ETF
+0.36%
+$22,635.45 
NEE NextEra Energy, Inc.
+0.26%
+$847.09 
DFLV Dimensional US Large Cap Value ETF
+0.25%
+$2,893 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$1,855.92 
DFUV Dimensional US Marketwide Value ETF
+0.15%
+$81,990.08 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$711.99 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$288.9 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$127.46 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
ORCL Oracle Corporation
-6.21%
-$12,682.43 
AVGO Broadcom Inc.
-5.03%
-$20,742.18 
GS The Goldman Sachs Group, Inc.
-4.88%
-$14,670.81 
GOOGL Alphabet Inc
-4.44%
-$12,361.46 
GE General Electric Company
-4.07%
-$57,149.24 
DCO Ducommun Inc.
-3.43%
-$23,920 
XTL SPDR S&P Telecom ETF
-2.71%
-$7,033.29 
TGTX TG Therapeutics, Inc.
-2.62%
-$12,847.88 
META Meta Platforms Inc Class A
-2.46%
-$17,642.04 
APH Amphenol Corporation
-2.46%
-$8,179.34 
NVDA NVIDIA Corporation
-2.4%
-$31,982.1 
C Citigroup Inc.
-2.37%
-$6,657.51 
AMZN Amazon.com Inc
-1.99%
-$20,371.26 
DFAE Dimensional Emerging Core Equity Market ETF
-1.94%
-$206,778.75 
FTC First Trust Large Cap Growth Fund
-1.93%
-$7,025.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.84%
-$111,584.47 
GEV GE Vernova Inc.
-1.83%
-$18,687.17 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$13,616.4 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$9,758.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.24%
-$45,106.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$6,109.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$5,963.71 
JPM JPMorgan Chase & Co.
-1.1%
-$13,580.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$4,361.7 
AVDV Avantis International Small Cap Value ETF
-0.99%
-$25,024.48 
AVDE Avantis International Equity ETF
-0.97%
-$2,075.5 
RTX RTX Corporation
-0.78%
-$3,280.18 
VT Vanguard Total World Stock ETF
-0.73%
-$2,186.13 
DFUS Dimensional U.S. Equity Market ETF
-0.7%
-$304,075.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$5,031.89 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$34,210.29 
TNYA Tenaya Therapeutics, Inc.
-0.66%
-$99.68 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$44,409.06 
DFIV Dimensional International Value ETF
-0.63%
-$272,800.1 
DFIS Dimensional International Small Cap ETF
-0.57%
-$19,739.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$16,234.74 
DIHP Dimensional International High Profitability Portfolio
-0.54%
-$11,410.61 
VOO Vanguard S&P 500 ETF
-0.53%
-$13,278.68 
IVV iShares Core S&P 500 ETF
-0.52%
-$3,124.4 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$3,389.1 
IWB iShares Russell 1000 ETF
-0.51%
-$1,886.33 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.49%
-$1,068.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.49%
-$5,648.31 
EFV iShares MSCI EAFE Value ETF
-0.48%
-$1,753.32 
DFAU Dimensional US Core Equity Market ETF
-0.4%
-$47,319.09 
AVUS Avantis U.S. Equity ETF
-0.35%
-$1,376.8 
GSM Ferroglobe PLC
-0.3%
-$115 
AQST Aquestive Therapeutics Inc.
-0.25%
-$110 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.16%
-$46,021.08 
DCOR Dimensional US Core Equity 1 ETF
-0.15%
-$525.87 
DISV Dimensional International Small Cap Equity Fund
-0.13%
-$17,757.96 
DFAW Dimensional World Equity ETF
-0.11%
-$3,414.39 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$1,533.95 
CET Central Securities Corporation
-0.1%
-$683.9 
DFCA Dimensional California Municipal Bond ETF
-0.08%
-$191.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.03%
-$462.44 
DFCF Dimensional Core Fixed Income ETF
-0.01%
-$37.23 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.01%
-$47.12 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$2,229.3 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$741.31 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$266.55 Events
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Dividends
Dividend Analysis
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| Trades 440 | Longs Won 339/440 77% | Profit Factor 57.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $808,398.08 |
| Average Win $232,610.85 | Best Trade (Jul 16) $8.75M | Sharpe Ratio -29.44 |
| Average Loss -$13,490.96 | Worst Trade (Jul 15) -$363,656.12 | Z-Score 22 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $176,119.3 |
| 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 |
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Returns
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