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:
56.66%
Gain +0.92%
Monthly
1.85%
Yearly
24.56%
Drawdown
21.08%
$625.83M
Equity
Holdings
$625.83M
Investment
$548.18M
$77.84M
Profit +$2.19M
Realized
$185,299.5
Unrealized
$77.66M
Dividends
$10.87M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.92%
Profit
$2.19M
Win %
71%
This Week
Compared To Last Week
Gain
0.42%
Profit
$2.62M
Win %
71%
This Month
Compared to last month
Gain
1.38%
Profit
$8.52M
Win %
71%
This Year
Compared to last year
Gain
0.58%
Profit
$3.63M
Win %
70%
GSM Ferroglobe PLC
+3.05%
+$1,380 
ROK Rockwell Automation, Inc.
+2.74%
+$16,845.92 
C Citigroup Inc.
+2.65%
+$6,660.99 
GE General Electric Company
+2.54%
+$31,584.96 
RTX RTX Corporation
+2.46%
+$10,685.8 
PM Philip Morris International Inc.
+2.24%
+$5,837.45 
JELD Jeld-Wen Holding, Inc.
+2.21%
+$922.8 
JPM JPMorgan Chase & Co.
+2.08%
+$28,472.45 
OKE ONEOK, Inc.
+2%
+$12,163.2 
WFC Wells Fargo & Company
+1.76%
+$5,645.4 
TXN Texas Instruments Inc
+1.68%
+$3,731.8 
ETR Entergy Corporation
+1.41%
+$3,131.1 
AXP American Express Company
+1.39%
+$6,859.95 
GEV GE Vernova Inc.
+1.37%
+$12,611.1 
AKBA Akebia Therapeutics Inc.
+1.37%
+$199.86 
EPD Enterprise Products Partners L.P.
+1.36%
+$16,832.41 
BAC Bank of America Corporation
+1.35%
+$3,381.7 
AVDV Avantis International Small Cap Value ETF
+1.32%
+$75,402 
PEP PepsiCo, Inc.
+1.31%
+$2,864.5 
DCO Ducommun Inc.
+1.28%
+$8,720 
PG Procter & Gamble Co
+1.24%
+$3,061.43 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.2%
+$17,513.99 
LLY Eli Lilly and Company
+1.2%
+$37,594.51 
TJX The TJX Companies, Inc.
+1.19%
+$3,548.36 
MO Altria Group, Inc.
+1.18%
+$2,567.37 
KO The Coca-Cola Company
+1.14%
+$3,530.1 
JNJ Johnson & Johnson
+1.13%
+$7,210.06 
HD The Home Depot, Inc.
+1.11%
+$3,871.45 
SCHC Schwab International Small-Cap Equity ETF
+1.1%
+$18,407.21 
DFIV Dimensional International Value ETF
+1.08%
+$507,720.84 
NEE NextEra Energy, Inc.
+1.04%
+$4,182 
DFIS Dimensional International Small Cap ETF
+1.03%
+$48,348.27 
DFIC Dimensional International Core Equity Market ETF
+1.02%
+$59,031.67 
BRK-B Berkshire Hathaway Inc.
+1%
+$13,143.38 
DISV Dimensional International Small Cap Equity Fund
+0.98%
+$154,374.36 
GS The Goldman Sachs Group, Inc.
+0.98%
+$3,027.59 
AVIV Avantis International Large Cap Value ETF
+0.96%
+$2,630.32 
DFAI Dimensional International Core Equity Market ETF
+0.94%
+$78,220.35 
DIHP Dimensional International High Profitability Portfolio
+0.92%
+$23,011.38 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$11,966.89 
AVDE Avantis International Equity ETF
+0.92%
+$3,603.6 
CVX Chevron Corporation
+0.91%
+$9,039.95 
IEFA iShares Core MSCI EAFE ETF
+0.86%
+$49,214.02 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.85%
+$6,244.16 
CYH Community Health Systems, Inc.
+0.84%
+$2,472.45 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.82%
+$3,503.72 
SCHF Schwab International Equity ETF
+0.76%
+$21,122.79 
EFA iShares MSCI EAFE ETF
+0.74%
+$1,601.6 
AAPL Apple Inc.
+0.73%
+$31,745 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$9,083.94 
DFSV Dimensional US Small Cap Value ETF
+0.69%
+$109,565.31 
MRK Merck & Co., Inc.
+0.68%
+$2,624.49 
MS Morgan Stanley
+0.68%
+$1,825.33 
DFAR Dimensional US Real Estate ETF
+0.67%
+$4,531.89 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.66%
+$2,673.44 
USRT iShares Core U.S. REIT ETF
+0.65%
+$4,043.12 
V Visa Inc. Class A
+0.65%
+$4,392.03 
COST Costco Wholesale Corporation
+0.64%
+$9,526.12 
DFAT Dimensional US Targeted Value ETF
+0.59%
+$374,791.05 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.56%
+$27,419.04 
NVDA NVIDIA Corporation
+0.56%
+$10,994.64 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$18,541.58 
VNQ Vanguard Real Estate ETF
+0.54%
+$2,671.07 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.54%
+$1,475.15 
VTV Vanguard Value ETF
+0.53%
+$4,829.74 
BRO Brown & Brown Inc.
+0.52%
+$3,521 
AVUV Avantis U.S. Small Cap Value ETF
+0.51%
+$22,639.01 
MNST Monster Beverage Corporation
+0.51%
+$2,811.06 
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$1,587.12 
DFUV Dimensional US Marketwide Value ETF
+0.48%
+$287,035.11 
ABBV AbbVie Inc.
+0.48%
+$1,959.77 
CET Central Securities Corporation
+0.48%
+$3,624.67 
DFGR Dimensional Global Real Estate ETF
+0.47%
+$30,840.81 
CAT Caterpillar Inc.
+0.47%
+$1,099.35 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$2,349.03 
WMT Walmart Inc.
+0.46%
+$3,378.24 
XOM Exxon Mobil Corporation
+0.46%
+$3,492.04 
AFL Aflac Inc.
+0.45%
+$1,297.43 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.44%
+$15,515.36 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.41%
+$6,114.22 
GWW W.W. Grainger, Inc.
+0.41%
+$1,091.43 
AVLV Avantis U.S. Large Cap Value ETF
+0.41%
+$6,846.08 
REET iShares Global REIT ETF
+0.41%
+$10,543.05 
IJS iShares S&P Small-Cap 600 Value ETF
+0.41%
+$4,522.35 
VIG Vanguard Dividend Appreciation ETF
+0.39%
+$1,080.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,130.03 
ADP Automatic Data Processing Inc.
+0.32%
+$963.85 
VEU Vanguard FTSE All-World ex-US ETF
+0.3%
+$9,582.19 
MCK McKesson Corporation
+0.24%
+$1,441.62 
AVGE FRCL 3 2022Q3 Hb Float
+0.22%
+$780.24 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$4,080.18 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$4,204.65 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.14%
+$20,288.4 
WELL Welltower Inc.
+0.12%
+$622.62 
DCOR Dimensional US Core Equity 1 ETF
+0.11%
+$493.05 
DFAW Dimensional World Equity ETF
+0.11%
+$3,687.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$805.08 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$6,340.96 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.09%
+$32,038.6 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$1,357.45 
DFCF Dimensional Core Fixed Income ETF
+0.09%
+$10,580.05 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$219.97 
DUHP Dimensional US High Profitability ETF
+0.07%
+$6,000.99 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.07%
+$1,300.25 
VT Vanguard Total World Stock ETF
+0.07%
+$209.22 
AVUS Avantis U.S. Equity ETF
+0.06%
+$242.08 
DGCB Dimensional Global Credit Fund
+0.06%
+$1,857.81 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$24,303.35 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$693.36 
ABT Abbott Laboratories
+0.05%
+$129.05 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.05%
+$244.2 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$347.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$190.57 
DFAS Dimensional U.S. Small Cap ETF
+0.03%
+$7,618.25 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$2,272.3 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$635 
DFAU Dimensional US Core Equity Market ETF
+0.03%
+$3,181.98 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$59.13 
SGVT Schwab Government Money Market ETF
+0.02%
+$117.06 
IVV iShares Core S&P 500 ETF
+0.01%
+$1,095.46 
VOO Vanguard S&P 500 ETF
+0.01%
+$475.75 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$92.42 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$113.77 
DFCA Dimensional California Municipal Bond ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
STX Seagate Technology Holdings plc
-4.35%
-$8,627.22 
AQST Aquestive Therapeutics Inc.
-3.57%
-$1,595 
MU Micron Technology, Inc.
-2.81%
-$15,516.31 
AMD Advanced Micro Devices, Inc.
-2.53%
-$23,946.45 
LRCX Lam Research Corporation
-2.46%
-$5,020.55 
TNYA Tenaya Therapeutics, Inc.
-2.37%
-$179.45 
ORCL Oracle Corporation
-2.02%
-$8,177.58 
TGTX TG Therapeutics, Inc.
-1.99%
-$10,627.07 
META Meta Platforms Inc Class A
-1.78%
-$11,750.67 
AVGO Broadcom Inc.
-1.53%
-$7,119.76 
AMAT Applied Materials, Inc.
-1.51%
-$8,326.3 
GILD Gilead Sciences Inc.
-0.9%
-$2,728.35 
FTC First Trust Large Cap Growth Fund
-0.89%
-$3,091.34 
CSCO Cisco Systems, Inc.
-0.85%
-$4,524.45 
GOOGL Alphabet Inc
-0.79%
-$6,955.83 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$4,785.45 
AVEM Avantis Emerging Markets Equity ETF
-0.71%
-$6,330.24 
GOOG Alphabet Inc
-0.68%
-$5,281.68 
XTL SPDR S&P Telecom ETF
-0.68%
-$1,604.3 
DFAE Dimensional Emerging Core Equity Market ETF
-0.66%
-$87,487.5 
IEMG iShares Core MSCI Emerging Markets ETF
-0.64%
-$5,904.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$5,493.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.64%
-$48,575.42 
SCHE Schwab Emerging Markets Equity ETF
-0.62%
-$2,737.35 
MSFT Microsoft Corp.
-0.61%
-$26,211.4 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$1,311.92 
IBM International Business Machines Corporation
-0.48%
-$1,831.94 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.4%
-$770 
APH Amphenol Corporation
-0.39%
-$2,983.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.34%
-$764.64 
ETN Eaton Corporation plc
-0.3%
-$574.62 
IWC iShares Micro-Cap ETF
-0.28%
-$508.86 
VB Vanguard Small-Cap ETF
-0.22%
-$1,125.81 
SCHA Schwab U.S. Small-Cap ETF
-0.21%
-$2,183.58 
MCD McDonald's Corporation
-0.21%
-$463.32 
AMZN Amazon.com Inc
-0.2%
-$3,474.57 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.19%
-$661.22 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$196.91 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.03%
-$2,047.77 
DFUS Dimensional U.S. Equity Market ETF
-0.03%
-$13,486.17 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.03%
-$880.55 
DFGP Dimensional Global Core Fixed Income Fund
-0.03%
-$508.63 
IWB iShares Russell 1000 ETF
-0.01%
-$35.81 Events
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Dividends
Dividend Analysis
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| Trades 599 | Longs Won 417/599 69% | Profit Factor 13.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $707,919.75 |
| Average Win $201,509.05 | Best Trade (Oct 16) $9.31M | Sharpe Ratio -15.17 |
| Average Loss -$33,991.59 | Worst Trade (Oct 15) -$573,437.8 | Z-Score 14.13 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $129,954.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,698 | $3.48M | $4.37M | - | $895,127.98 | 25.73% | +0.731% |
| ABBV AbbVie Inc. | 1,441 | $325,637.98 | $410,339.16 | - | $84,701.18 | 26.01% | +0.48% |
| ABT Abbott Laboratories | 2,581 | $234,224 | $270,308.13 | - | $36,084.13 | 15.41% | +0.048% |
| ADP Automatic Data Processing Inc. | 1,042 | $290,156.27 | $298,611.15 | - | $8,454.88 | 2.91% | +0.324% |
| AFL Aflac Inc. | 2,448 | $273,293.15 | $290,283.84 | - | $16,990.69 | 6.22% | +0.449% |
| AKBA Akebia Therapeutics Inc. | 21,038 | $56,033.32 | $14,831.79 | - | -$41,201.53 | -73.53% | +1.366% |
| AMAT Applied Materials, Inc. | 1,279 | $924,717 | $541,656.5 | - | -$383,060.5 | -41.42% | -1.514% |
| AMD Advanced Micro Devices, Inc. | 1,684 | $978,252 | $922,848.84 | - | -$55,403.16 | -5.66% | -2.529% |
| AMZN Amazon.com Inc | 6,682 | $1.49M | $1.7M | - | $206,681.78 | 13.85% | -0.204% |
| APH Amphenol Corporation | 9,324 | $247,676.7 | $756,829.08 | - | $509,152.38 | 205.57% | -0.393% |
| AQST Aquestive Therapeutics Inc. | 11,000 | $45,650 | $43,065 | - | -$2,585 | -5.66% | -3.571% |
| AVDE Avantis International Equity ETF | 4,368 | $379,267.24 | $396,243.12 | - | $16,975.88 | 4.48% | +0.918% |
| AVDV Avantis International Small Cap Value ETF | 53,100 | $5.05M | $5.77M | - | $719,121.23 | 14.23% | +1.323% |
| AVEM Avantis Emerging Markets Equity ETF | 9,891 | $783,227.63 | $887,816.16 | - | $104,588.53 | 13.35% | -0.708% |
| AVGE FRCL 3 2022Q3 Hb Float | 3,629 | $359,634 | $361,103.64 | - | $1,469.64 | 0.41% | +0.217% |
| AVGO Broadcom Inc. | 1,351 | $406,147.85 | $458,070.06 | - | $51,922.21 | 12.78% | -1.531% |
| AVIV Avantis International Large Cap Value ETF | 3,416 | $264,458 | $275,363.76 | - | $10,905.76 | 4.12% | +0.964% |
| AVLV Avantis U.S. Large Cap Value ETF | 18,016 | $1.41M | $1.69M | - | $282,546.98 | 20.09% | +0.407% |
| AVUS Avantis U.S. Equity ETF | 3,026 | $329,471.04 | $392,926.1 | - | $63,455.06 | 19.26% | +0.062% |
| AVUV Avantis U.S. Small Cap Value ETF | 36,609 | $3.96M | $4.43M | - | $468,821 | 11.83% | +0.513% |
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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 - $1.67M, Dimensional US Targeted Value ETF - $1.37M, Dimensional US Marketwide Value ETF - $1.22M, Dimensional Short-Duration Fixed Income ETF - $985,769.9, and Dimensional U.S. Equity Market ETF - $652,201.08. 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, QVC Group, Inc. - Series A - $26,505.68, and The Home Depot, Inc - $26,463.44. 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 $10.87M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $1.67M, Dimensional US Targeted Value ETF - $1.37M, Dimensional US Marketwide Value ETF - $1.22M, Dimensional Short-Duration Fixed Income ETF - $985,769.9, and Dimensional U.S. Equity Market ETF - $652,201.08. 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.
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