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:
62.67%
Gain +2.04%
Monthly
2.13%
Yearly
28.88%
Drawdown
21.08%
$635.79M
Equity
Holdings
$635.79M
Investment
$548.18M
$87.79M
Profit +$4.5M
Realized
$185,299.5
Unrealized
$87.61M
Dividends
$8.41M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.04%
Profit
$4.5M
Win %
74%
This Week
Compared To Last Week
Gain
0.71%
Profit
$4.5M
Win %
74%
This Month
Compared to last month
Gain
1.63%
Profit
$10.2M
Win %
74%
This Year
Compared to last year
Gain
2.18%
Profit
$13.58M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$241,086.49 
ETN Eaton Corporation plc
+7.32%
+$13,334.01 
GOOG Alphabet Inc
+6.88%
+$51,406.86 
GOOGL Alphabet Inc
+6.73%
+$56,938.98 
JELD Jeld-Wen Holding, Inc.
+4.41%
+$1,845.6 
META Meta Platforms Inc Class A
+3.28%
+$15,858.95 
MSFT Microsoft Corp.
+3.02%
+$107,529.82 
NVDA NVIDIA Corporation
+2.93%
+$51,458.58 
CVX Chevron Corporation
+2.35%
+$20,430.4 
CSCO Cisco Systems, Inc.
+2.14%
+$11,821.95 
CET Central Securities Corporation
+1.99%
+$14,225.12 
GWW W.W. Grainger, Inc.
+1.97%
+$5,372.73 
OKE ONEOK, Inc.
+1.95%
+$11,692.8 
ROK Rockwell Automation, Inc.
+1.93%
+$13,205.89 
ORCL Oracle Corporation
+1.81%
+$6,957.72 
XTL SPDR S&P Telecom ETF
+1.57%
+$3,916.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,058.56 
GE General Electric Company
+1.42%
+$20,059.63 
WFC Wells Fargo & Company
+1.19%
+$3,957.6 
AMAT Applied Materials, Inc.
+1.18%
+$7,546.13 
ADP Automatic Data Processing Inc.
+0.98%
+$2,698.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$8,204 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$3,771.45 
IBM International Business Machines Corporation
+0.86%
+$3,138.1 
GEV GE Vernova Inc.
+0.85%
+$8,251.83 
MCD McDonald's Corporation
+0.82%
+$1,960.21 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,883.24 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,613.56 
CYH Community Health Systems, Inc.
+0.72%
+$1,977.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,578.92 
VOO Vanguard S&P 500 ETF
+0.71%
+$23,119.21 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$3,500.2 
CAT Caterpillar Inc.
+0.7%
+$1,786.05 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$302,090.86 
IVV iShares Core S&P 500 ETF
+0.69%
+$50,974.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,062.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$25,552.91 
IWB iShares Russell 1000 ETF
+0.64%
+$2,309.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$16,908.66 
MO Altria Group, Inc.
+0.57%
+$1,150.89 
AVUS Avantis U.S. Equity ETF
+0.57%
+$2,178.72 
APH Amphenol Corporation
+0.55%
+$2,051.26 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$59,396.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$33,133.26 
STX Seagate Technology Holdings plc
+0.52%
+$1,277.15 
FTC First Trust Large Cap Growth Fund
+0.47%
+$1,650.04 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$59,491.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$31,722.72 
RTX RTX Corporation
+0.39%
+$1,951.32 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$1,660.8 
AVGO Broadcom Inc.
+0.37%
+$1,945.44 
PG Procter & Gamble Co
+0.37%
+$834.22 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,638.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$128,154.4 
BAC Bank of America Corporation
+0.36%
+$1,062.82 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$10,712.91 
MRK Merck & Co., Inc.
+0.32%
+$1,086.94 
JPM JPMorgan Chase & Co.
+0.27%
+$3,839.9 
VT Vanguard Total World Stock ETF
+0.26%
+$779.82 
DFAW Dimensional World Equity ETF
+0.22%
+$7,374.24 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$127,571.16 
JNJ Johnson & Johnson
+0.21%
+$1,336.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,016.43 
MS Morgan Stanley
+0.17%
+$532.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$2,342.1 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$890.19 
C Citigroup Inc.
+0.1%
+$264.79 
AFL Aflac Inc.
+0.09%
+$293.76 
WMT Walmart Inc.
+0.09%
+$625.61 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$1,033.77 
ABT Abbott Laboratories
+0.09%
+$232.29 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$254.03 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$808.92 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$131.27 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$350.91 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,464.36 
SGVT Schwab Government Money Market ETF
+0.02%
+$125.2 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$227.53 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$311,354.96 
MU Micron Technology, Inc.
-5.9%
-$30,564.93 
TGTX TG Therapeutics, Inc.
-2.8%
-$14,296.51 
ABBV AbbVie Inc.
-2.51%
-$9,323.27 
DCO Ducommun Inc.
-2.4%
-$17,639.94 
AKBA Akebia Therapeutics Inc.
-2.22%
-$631.14 
AMD Advanced Micro Devices, Inc.
-1.9%
-$15,560.19 
LRCX Lam Research Corporation
-1.58%
-$3,449.81 
TNYA Tenaya Therapeutics, Inc.
-1.33%
-$185 
MNST Monster Beverage Corporation
-1.3%
-$7,760.97 
TJX The TJX Companies, Inc.
-1.21%
-$3,960.94 
NEE NextEra Energy, Inc.
-1.15%
-$5,151 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$5,060.45 
TXN Texas Instruments Inc
-1.08%
-$2,397.9 
MCK McKesson Corporation
-1.08%
-$5,657.25 
KO The Coca-Cola Company
-1.02%
-$3,025.8 
XOM Exxon Mobil Corporation
-0.97%
-$6,678.45 
GSM Ferroglobe PLC
-0.94%
-$345 
GILD Gilead Sciences Inc.
-0.81%
-$2,070.43 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$5,422.56 
IWC iShares Micro-Cap ETF
-0.7%
-$1,367.25 
AQST Aquestive Therapeutics Inc.
-0.67%
-$275 
BRO Brown & Brown Inc.
-0.66%
-$4,728.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$8,454.29 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$2,858.7 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$54,152.95 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$37,355.22 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$16,071.44 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,255.04 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,372.8 
PM Philip Morris International Inc.
-0.61%
-$1,537.53 
REET iShares Global REIT ETF
-0.59%
-$17,069.7 
SCHF Schwab International Equity ETF
-0.58%
-$16,486.08 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$33,732.38 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$1,571.36 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$8,272.94 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,931.66 
USRT iShares Core U.S. REIT ETF
-0.54%
-$3,693.71 
LLY Eli Lilly and Company
-0.53%
-$15,404.69 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$7,048.99 
DFIS Dimensional International Small Cap ETF
-0.53%
-$24,827.49 
DFAR Dimensional US Real Estate ETF
-0.52%
-$3,845.24 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$80,862.76 
WELL Welltower Inc.
-0.51%
-$2,744.14 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$35,585.55 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$26,550 
DFIV Dimensional International Value ETF
-0.47%
-$226,586.16 
AVDE Avantis International Equity ETF
-0.46%
-$1,834.56 
PEP PepsiCo, Inc.
-0.46%
-$1,088 
HD The Home Depot, Inc.
-0.42%
-$1,573.5 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$6,881.2 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$4,055.22 
ETR Entergy Corporation
-0.38%
-$873.3 
AXP American Express Company
-0.38%
-$2,002.77 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,017.27 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$6,510.53 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$7,196.61 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$36,274.44 
VTV Vanguard Value ETF
-0.27%
-$2,414.83 
DUHP Dimensional US High Profitability ETF
-0.27%
-$22,003.63 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$840.24 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$12,509.94 
COST Costco Wholesale Corporation
-0.24%
-$3,497.47 
VB Vanguard Small-Cap ETF
-0.22%
-$1,179.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$7,757.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$7,039.94 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$30,567.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$666.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,994.72 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$974.23 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,429.45 
DGCB Dimensional Global Credit Fund
-0.18%
-$5,944.99 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$42,662.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$3,275.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$434.38 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$101,795.1 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$4,755.72 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$245.25 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$140 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$29,164.02 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$184.44 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$814.52 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$125.7 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$322.03 
V Visa Inc. Class A
-0.04%
-$236.02 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$627.56 Events
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Dividends
Dividend Analysis
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| Trades 599 | Longs Won 430/599 71% | Profit Factor 22.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $757,762.46 |
| Average Win $213,472.77 | Best Trade (Aug 17) $10.12M | Sharpe Ratio -21.98 |
| Average Loss -$23,661.17 | Worst Trade (Sep 01) -$462,527.88 | Z-Score 17.46 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $146,568.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,698 | $3.48M | $3.92M | - | $443,206.16 | 12.74% | -7.354% |
| ABBV AbbVie Inc. | 1,441 | $325,637.98 | $361,604.54 | - | $35,966.56 | 11.04% | -2.513% |
| ABT Abbott Laboratories | 2,581 | $234,224 | $272,811.7 | - | $38,587.7 | 16.47% | +0.085% |
| ADP Automatic Data Processing Inc. | 1,042 | $290,156.27 | $277,651.31 | - | -$12,504.96 | -4.31% | +0.982% |
| AFL Aflac Inc. | 2,448 | $273,293.15 | $312,071.04 | - | $38,777.89 | 14.19% | +0.094% |
| AKBA Akebia Therapeutics Inc. | 21,038 | $56,033.32 | $27,770.16 | - | -$28,263.16 | -50.44% | -2.222% |
| AMAT Applied Materials, Inc. | 1,279 | $924,717 | $649,309.94 | - | -$275,407.06 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,684 | $978,252 | $801,836.58 | - | -$176,415.42 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 6,682 | $1.49M | $1.81M | - | $322,547.59 | 21.62% | +15.321% |
| APH Amphenol Corporation | 4,662 | $247,672.5 | $374,591.7 | - | $126,919.2 | 51.24% | +0.551% |
| AQST Aquestive Therapeutics Inc. | 11,000 | $45,650 | $40,645 | - | -$5,005 | -10.96% | -0.672% |
| AVDE Avantis International Equity ETF | 4,368 | $379,267.24 | $398,405.28 | - | $19,138.04 | 5.05% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 53,100 | $5.05M | $5.56M | - | $501,942.23 | 9.93% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 9,891 | $783,227.63 | $885,343.41 | - | $102,115.78 | 13.04% | +0.101% |
| AVGE FRCL 3 2022Q3 Hb Float | 3,629 | $359,634 | $358,508.91 | - | -$1,125.09 | -0.31% | +0.071% |
| AVGO Broadcom Inc. | 1,351 | $406,147.85 | $525,917.28 | - | $119,769.43 | 29.49% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 3,416 | $264,458 | $275,705.36 | - | $11,247.36 | 4.25% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 18,016 | $1.41M | $1.66M | - | $253,721.38 | 18.04% | +0.141% |
| AVUS Avantis U.S. Equity ETF | 3,026 | $329,471.04 | $386,117.6 | - | $56,646.56 | 17.19% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 36,609 | $3.96M | $4.59M | - | $623,369.55 | 15.73% | +0.032% |
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FAQ
Which stocks have generated the highest profits for Christopher H. Gardner?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Value ETF - $1.44M, Dimensional US Targeted Value ETF - $1.14M, Dimensional US Marketwide Value ETF - $997,622.08, Dimensional Short-Duration Fixed Income ETF - $676,903.48, and Dimensional U.S. Equity Market ETF - $546,469.47. 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: Accenture plc Class A - $89,981.96, Intuit Inc - $33,178, Jack Henry & Associates, Inc - $29,568.05, The Home Depot, Inc - $29,101, and QVC Group, Inc. - Series A - $26,505.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher H. Gardner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.41M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.44M, Dimensional US Targeted Value ETF - $1.14M, Dimensional US Marketwide Value ETF - $997,622.08, Dimensional Short-Duration Fixed Income ETF - $676,903.48, and Dimensional U.S. Equity Market ETF - $546,469.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher H. Gardner's monthly returns?
Christopher H. Gardner's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Christopher H. Gardner's strategy be considered aggressive or moderate?
Christopher H. Gardner's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Christopher H. Gardner's strategy?
Christopher H. Gardner's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
