Geoffrey A. Frazier Portfolio
Invests via Global Financial Private Client, LLC | Managed by Geoffrey A. Frazier
Invests via Global Financial Private Client, LLC
Managed by Geoffrey A. Frazier
Automatically Tracked
Geoffrey A. Frazier Profile
A veteran private equity and operations executive focused on growth-oriented buyouts, operational improvement and portfolio company governance, often working with middle-market industrial and services businesses. Geoffrey A. Frazier has led deal sourcing, diligencing and post-acquisition value creation initiatives and served on multiple boards. Known for cross-functional operational expertise and financial structuring skills, active in strategic carve-outs, margin expansion programs and CEO mentoring for sponsor-backed companies.
A veteran private equity and operations executive focused on growth-oriented buyouts, operational improvement and portfolio company governance, often working with middle-market industrial and services businesses. Geoffrey A. Frazier has led deal sourcing, diligencing and post-acquisition value creation initiatives and served on multiple boards. Known for cross-functional operational expertise and financial structuring skills, active in strategic carve-outs, margin expansion programs and CEO mentoring for sponsor-backed companies.
Investment Philosophy & Strategy
Combines hands‑on operational leadership with private equity value creation to target growth-oriented middle‑market buyouts in industrials and services. Focuses on underwriting deals where operational improvement, strategic carve‑outs and financial restructuring can materially expand margins. Employs rigorous due diligence, board-level governance and CEO mentoring to drive 24–36 month EBITDA acceleration and sustainable cash flow. Capital allocation prioritizes control or influential minority positions with measured leverage and milestone‑based risk management.
Combines hands‑on operational leadership with private equity value creation to target growth-oriented middle‑market buyouts in industrials and services. Focuses on underwriting deals where operational improvement, strategic carve‑outs and financial restructuring can materially expand margins. Employs rigorous due diligence, board-level governance and CEO mentoring to drive 24–36 month EBITDA acceleration and sustainable cash flow. Capital allocation prioritizes control or influential minority positions with measured leverage and milestone‑based risk management.
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:
-3.35%
Gain
Monthly
0.21%
Yearly
2.56%
Drawdown
48.13%
$342.84M
Equity
Holdings
$342.84M
Investment
$221.76M
$139.41M
Profit -$1.79M
Realized
$18.33M
Unrealized
$121.08M
Dividends
$23.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.79M
Win %
84%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.41M
Win %
84%
This Month
Compared to last month
Gain
0.08%
Profit
$278,395
Win %
84%
This Year
Compared to last year
Gain
13.4%
Profit
$40.5M
Win %
83%
ABT Abbott Laboratories
+10.29%
+$23,293.16 
DG Dollar General Corporation
+4.93%
+$17,025.06 
WM Waste Management, Inc.
+4.08%
+$14,550.3 
SBCF Seacoast Banking Corporation of Florida
+3.76%
+$35,342.93 
KR Kroger Co.
+3.66%
+$41,337.9 
PM Philip Morris International Inc.
+3.62%
+$9,209.3 
MRK Merck & Co., Inc.
+3.56%
+$161,282 
IBM International Business Machines Corporation
+3.48%
+$77,337.82 
UNP Union Pacific Corporation
+3.42%
+$16,183.55 
ABBV AbbVie Inc.
+3.36%
+$48,619.62 
BALL Ball Corp.
+3.32%
+$17,541.68 
NDAQ Nasdaq, Inc.
+3.27%
+$45,752.98 
GILD Gilead Sciences Inc.
+3.15%
+$41,824.95 
TMUS T-Mobile US, Inc.
+3.1%
+$5,710.72 
T AT&T Inc.
+3.06%
+$18,070.14 
PSX Phillips 66
+2.97%
+$6,908.45 
AMGN Amgen Inc.
+2.94%
+$37,051.6 
COST Costco Wholesale Corporation
+2.9%
+$8,940.61 
PEP PepsiCo, Inc.
+2.87%
+$8,598.08 
KO The Coca-Cola Company
+2.71%
+$18,143.28 
CL Colgate-Palmolive Company
+2.7%
+$21,555.69 
HCI HCI Group, Inc.
+2.66%
+$32,275.84 
TJX The TJX Companies, Inc.
+2.65%
+$13,224 
HR Healthcare Realty Trust Incorporated
+2.49%
+$8,691.14 
MCD McDonald's Corporation
+2.47%
+$38,896.26 
WMT Walmart Inc.
+2.42%
+$62,443.37 
MA Mastercard Incorporated
+2.4%
+$11,171.25 
SCI Service Corporation International
+2.31%
+$4,642.2 
ZION Zions Bancorporation, National Association
+2.21%
+$46,880.18 
DIS The Walt Disney Company
+2.16%
+$11,224.5 
SHOP Shopify Inc.
+2.07%
+$8,387.39 
AAPL Apple Inc.
+2.05%
+$360,520.3 
EXC Exelon Corporation
+2.04%
+$19,522.8 
V Visa Inc. Class A
+2.03%
+$11,393.16 
SCHD Schwab U.S. Dividend Equity ETF
+2.01%
+$120,202.19 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$27,403.48 
SDY SPDR S&P Dividend ETF
+1.9%
+$9,680.88 
PG Procter & Gamble Co
+1.78%
+$37,194.96 
COWZ Pacer US Cash Cows 100 ETF
+1.73%
+$24,857.34 
MSFT Microsoft Corp.
+1.73%
+$123,432.16 
CVX Chevron Corporation
+1.44%
+$68,630.9 
DFSV Dimensional US Small Cap Value ETF
+1.43%
+$18,275.6 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$11,891.97 
UGI UGI Corporation
+1.35%
+$10,506.09 
UBER Uber Technologies, Inc.
+1.31%
+$4,561.9 
HD The Home Depot, Inc.
+1.3%
+$19,016.52 
XHB SPDR S&P Homebuilders ETF
+1.28%
+$13,014.4 
AFL Aflac Inc.
+1.22%
+$13,261.73 
JNJ Johnson & Johnson
+1.2%
+$6,333.77 
TRV The Travelers Companies, Inc.
+1.19%
+$3,695.76 
UNH UnitedHealth Group Incorporated
+1.18%
+$4,117.6 
XOM Exxon Mobil Corporation
+1.18%
+$34,268.6 
XLE Energy Select Sector SPDR Fund
+1.12%
+$4,951.1 
IYE iShares U.S. Energy ETF
+1.05%
+$3,129.34 
MEDP Medpace Holdings Inc.
+1.02%
+$10,172.91 
ADM Archer-Daniels-Midland Co
+1.01%
+$5,816.64 
COF Capital One Financial Corporation
+0.93%
+$2,833.35 
DHR Danaher Corporation
+0.91%
+$2,009.34 
LIN Linde plc
+0.89%
+$2,170.68 
DE Deere & Company
+0.85%
+$3,361.71 
LLY Eli Lilly and Company
+0.81%
+$15,378 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$3,461.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$30,558.6 
GD General Dynamics Corporation
+0.74%
+$7,198.44 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.73%
+$24,002.1 
EOG EOG Resources, Inc.
+0.67%
+$7,252 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$1,516.8 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$29,369.34 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.51%
+$7,474.17 
AXP American Express Company
+0.44%
+$2,025.66 
XLB Materials Select Sector SPDR Fund
+0.44%
+$3,166.24 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,373.56 
PNC The PNC Financial Services Group, Inc.
+0.39%
+$1,177 
MAR Marriott International Inc. - Class A
+0.38%
+$886.55 
VTV Vanguard Value ETF
+0.38%
+$5,466.12 
VCR Vanguard Consumer Discretionary ETF
+0.37%
+$5,419.03 
DAL Delta Air Lines, Inc.
+0.35%
+$4,165.8 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$1,180.17 
PNQI Invesco NASDAQ Internet ETF
+0.28%
+$924.44 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,356.08 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$4,514.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.23%
+$2,369.55 
NEE NextEra Energy, Inc.
+0.22%
+$530.4 
FUTY Fidelity MSCI Utilities Index ETF
+0.22%
+$1,453.4 
DUHP Dimensional US High Profitability ETF
+0.18%
+$2,251.28 
ETR Entergy Corporation
+0.14%
+$3,462.56 
LMT Lockheed Martin Corporation
+0.14%
+$1,624.27 
MYMJ SPDR SSGA Municipal Bond Funds - MY2030 Muni Bond
+0.08%
+$182.62 
VB Vanguard Small-Cap ETF
+0.08%
+$425.27 
CVS CVS Health Corporation
+0.06%
+$546.9 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$54.3 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$41.08 
MYCG SPDR SSGA 2027 Corp Bond ETF
+0.01%
+$20.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$15.11 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
MYCI SPDR SSGA My2029 Corp Bond
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RKLB Rocket Lab Corporation
-11.97%
-$65,591.04 
GLW Corning Incorporated
-10.07%
-$90,311.08 
MU Micron Technology, Inc.
-6.45%
-$39,067.7 
INTC Intel Corporation
-6.44%
-$41,979.64 
XSD SPDR S&P Semiconductor ETF
-6.09%
-$105,260.24 
IBKR Interactive Brokers Group Inc.
-5.7%
-$34,796.52 
ORCL Oracle Corporation
-5.58%
-$57,908.04 
KTOS Kratos Defense & Security Solutions, Inc.
-5.53%
-$78,506.96 
GE General Electric Company
-5.5%
-$63,114.66 
LRCX Lam Research Corporation
-5.32%
-$215,867.81 
MS Morgan Stanley
-5.21%
-$55,667.34 
GS The Goldman Sachs Group, Inc.
-5.08%
-$50,970.92 
FSLR First Solar, Inc.
-4.96%
-$23,476.5 
VST Vistra Corp
-4.81%
-$19,244.16 
AVGO Broadcom Inc.
-4.7%
-$32,076.64 
GOOGL Alphabet Inc
-4.51%
-$148,010.31 
GOOG Alphabet Inc
-4.5%
-$103,841.78 
CAT Caterpillar Inc.
-4.28%
-$113,281.35 
QCOM QUALCOMM Incorporated
-4.05%
-$56,490.19 
SMH VanEck Semiconductor ETF
-4.04%
-$90,600.72 
TXN Texas Instruments Inc
-3.6%
-$30,352 
QLD ProShares Ultra QQQ
-3.54%
-$41,679.36 
NRG NRG Energy, Inc.
-3.48%
-$23,995.2 
AU AngloGold Ashanti plc
-3.37%
-$27,113.85 
XBI SPDR S&P Biotech ETF
-3.15%
-$11,876.88 
CMI Cummins Inc.
-2.99%
-$30,617.04 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$70,383.06 
ANET Arista Networks, Inc.
-2.82%
-$43,382.13 
NVDA NVIDIA Corporation
-2.69%
-$167,585.3 
IGM iShares Expanded Tech Sector ETF
-2.64%
-$11,054.4 
GEV GE Vernova Inc.
-2.61%
-$138,659.15 
SOFI SoFi Technologies, Inc.
-2.58%
-$5,360.53 
META Meta Platforms Inc Class A
-2.45%
-$94,050 
FTNT Fortinet Inc.
-2.45%
-$61,147.19 
XLK State Street Technology Select Sector SPDR ETF
-2.44%
-$18,576.96 
IYW iShares U.S. Technology ETF
-2.44%
-$63,359.52 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-2.39%
-$25,365.9 
VPL Vanguard FTSE Pacific ETF
-2.36%
-$44,302.35 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.28%
-$8,898.12 
CSCO Cisco Systems, Inc.
-2.23%
-$119,783.94 
CRWD CrowdStrike Holdings, Inc.
-2.11%
-$26,356.46 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$9,617.85 
ICVT iShares Convertible Bond ETF
-2.1%
-$32,404.98 
FTEC Fidelity MSCI Information Technology Index ETF
-2.06%
-$32,827.06 
GLD SPDR Gold Shares
-1.96%
-$18,246.87 
IAU iShares Gold Trust
-1.91%
-$16,413.32 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.87%
-$9,914.13 
BNY BlackRock New York Municipal Income Trust
-1.81%
-$82,737.65 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.8%
-$17,565.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$7,633.13 
QQQM Invesco NASDAQ 100 ETF
-1.78%
-$42,288.28 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$41,841.32 
STT State Street Corp
-1.68%
-$56,579.66 
SNPS Synopsys, Inc.
-1.48%
-$7,843.57 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.46%
-$16,280.56 
VUG Vanguard Growth ETF
-1.46%
-$68,605.44 
VOX Vanguard Communication Services ETF
-1.42%
-$8,273.26 
RTX RTX Corporation
-1.39%
-$28,372.8 
IPAC iShares Core MSCI Pacific ETF
-1.35%
-$26,611.87 
SCHE Schwab Emerging Markets Equity ETF
-1.31%
-$16,635.45 
SCHF Schwab International Equity ETF
-1.28%
-$36,978.51 
XLG Invesco S&P 500 Top 50 ETF
-1.28%
-$6,585.78 
IBIT iShares Bitcoin Trust
-1.26%
-$3,364.74 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$35,125.66 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.23%
-$47,036.43 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.22%
-$2,554.38 
GWX SPDR S&P International Small Cap ETF
-1.22%
-$9,938.69 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$29,412 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$25,939.49 
JPM JPMorgan Chase & Co.
-1.2%
-$58,245.26 
BA Boeing Company
-1.18%
-$11,542.92 
RJF Raymond James Financial Inc.
-1.1%
-$7,145.27 
AMZN Amazon.com Inc
-1.09%
-$43,220.42 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.07%
-$4,177.79 
HACK Amplify Cybersecurity ETF
-1.02%
-$3,159.48 
XLSR SPDR SSGA US Sector Rotation ETF
-0.99%
-$42,915.07 
TSLA Tesla, Inc.
-0.92%
-$4,964.4 
EFA iShares MSCI EAFE ETF
-0.9%
-$5,000.8 
GM General Motors Company
-0.81%
-$4,149.18 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.73%
-$8,894.34 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$7,480.08 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$14,476.24 
NET Cloudflare Inc.
-0.68%
-$2,298.97 
VOO Vanguard S&P 500 ETF
-0.68%
-$81,070.72 
IVV iShares Core S&P 500 ETF
-0.68%
-$26,543.1 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$114,463.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$1,703.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$1,645.51 
KCE SPDR S&P Capital Markets ETF
-0.65%
-$7,994.79 
XLC Communication Services Select Sector SPDR Fund
-0.65%
-$10,461.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$9,785.73 
DIHP Dimensional International High Profitability Portfolio
-0.61%
-$2,019.99 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$1,734.42 
PANW Palo Alto Networks, Inc.
-0.53%
-$14,978.25 
VIS Vanguard Industrials ETF
-0.53%
-$3,983.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.43%
-$4,079.22 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.41%
-$4,258.2 
FSMD Fidelity Small-Mid Multifactor ETF
-0.39%
-$5,818 
F Ford Motor Company
-0.39%
-$693 
NUE Nucor Corporation
-0.35%
-$4,244.52 
XLI Industrial Select Sector SPDR Fund
-0.35%
-$1,879.68 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$13,274.86 
IWM iShares Russell 2000 ETF
-0.32%
-$4,177.36 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$989.75 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.26%
-$575.77 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.25%
-$7,361.2 
IGV iShares Expanded Tech-Software Sector ETF
-0.22%
-$2,748.48 
LDOS Leidos Holdings Inc.
-0.21%
-$1,955.92 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2,832.2 
BAC Bank of America Corporation
-0.16%
-$3,986.7 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$570.08 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.16%
-$620.04 
RCL Royal Caribbean Group
-0.15%
-$1,054.35 
JMUB JPMorgan Municipal Bond ETF
-0.12%
-$540.52 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$1,006.83 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.11%
-$503.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$330.63 
MYCL SPDR SSGA Target Date 2032 Corporate Bond Fund
-0.1%
-$690.83 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.1%
-$732.87 
PAVE Global X U.S. Infrastructure Development ETF
-0.1%
-$412.5 
BLV Vanguard Long-Term Bond ETF
-0.1%
-$528.71 
MBB iShares MBS ETF
-0.08%
-$220.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,128.16 
MYCM SPDR SSGA May 2033 Corporate Bond Fund
-0.06%
-$316.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$371.2 
PLTR Palantir Technologies Inc.
-0.06%
-$401.55 
IVZ Invesco Ltd.
-0.05%
-$251.03 
MYCK SPDR SSgA Corporate Bond ETF
-0.04%
-$369.05 
MYCH SPDR SSGA 2028 Corporate Bond Fund
-0.04%
-$162.04 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$115.83 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$61.88 
XLF Financial Select Sector SPDR Fund
-0.03%
-$452.5 
JNK SPDR Bloomberg High Yield Bond ETF
-0.03%
-$88.28 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
-0.02%
-$61.04 
MYCJ SPDR SSGA MY2030 Corporate Bond Fund
-0.02%
-$163.09 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$227.07 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$78.03 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$52.12 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.01%
-$39.91 Events
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Dividends
Dividend Analysis
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| Trades 9244 | Longs Won 4366/9244 47% | Profit Factor 5.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $127,784.16 |
| Average Win $38,557.54 | Best Trade (Sep 29) $5.84M | Sharpe Ratio -25.64 |
| Average Loss -$5,931.51 | Worst Trade (Jun 29) -$739,799.44 | Z-Score -5.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $15,080.95 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
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