Greg Reidy Portfolio
Invests via Granite FO LLC | Managed by Greg Reidy
Invests via Granite FO LLC
Managed by Greg Reidy
Automatically Tracked
Greg Reidy Profile
Veteran growth-stage investor and operator with a focus on fintech, enterprise software and digital services, active across private equity and venture capital deal cycles. Greg Reidy brings hands-on operating experience, board-level governance and a value-creation approach emphasizing commercial scaling, product-market fit and operational KPIs. Known for sourcing and structuring minority and control investments, driving strategic M&A and supporting exits, frequently collaborating with founders to professionalize finance and go-to-market functions for accelerated revenue growth.
Veteran growth-stage investor and operator with a focus on fintech, enterprise software and digital services, active across private equity and venture capital deal cycles. Greg Reidy brings hands-on operating experience, board-level governance and a value-creation approach emphasizing commercial scaling, product-market fit and operational KPIs. Known for sourcing and structuring minority and control investments, driving strategic M&A and supporting exits, frequently collaborating with founders to professionalize finance and go-to-market functions for accelerated revenue growth.
Investment Philosophy & Strategy
Growth-stage investor with a hands-on operating lens, prioritizing fintech, enterprise software and digital services. Capital is deployed across venture and private equity cycles via minority and control structures, with a focus on commercial scaling, product–market fit and repeatable operational KPIs. Investment decisions favor businesses with clear unit economics, ARR momentum and scalable go-to-market models; capital is staged to de-risk milestones and accelerate strategic M&A when it enhances value. Governance is active and board-oriented, partnering with founders to professionalize finance and GTM functions, drive exits, and balance upside capture with disciplined KPI-based downside management over a multi-year growth-to-exit horizon.
Growth-stage investor with a hands-on operating lens, prioritizing fintech, enterprise software and digital services. Capital is deployed across venture and private equity cycles via minority and control structures, with a focus on commercial scaling, product–market fit and repeatable operational KPIs. Investment decisions favor businesses with clear unit economics, ARR momentum and scalable go-to-market models; capital is staged to de-risk milestones and accelerate strategic M&A when it enhances value. Governance is active and board-oriented, partnering with founders to professionalize finance and GTM functions, drive exits, and balance upside capture with disciplined KPI-based downside management over a multi-year growth-to-exit horizon.
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:
2.98%
Gain
Monthly
0.26%
Yearly
3.21%
Drawdown
38.95%
$196.98M
Equity
Holdings
$196.98M
Investment
$119.72M
$93.76M
Profit -$1.08M
Realized
$16.5M
Unrealized
$77.26M
Dividends
$11.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.08M
Win %
74%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.4M
Win %
74%
This Month
Compared to last month
Gain
-2.56%
Profit
-$5.18M
Win %
74%
This Year
Compared to last year
Gain
16.55%
Profit
$27.97M
Win %
76%
AAPL Apple Inc.
+4.01%
+$112,635.04 
KKR KKR & Co. Inc.
+3.85%
+$7,480 
GOOGL Alphabet Inc
+3.17%
+$21,633.34 
META Meta Platforms Inc Class A
+3.07%
+$364.86 
MSFT Microsoft Corp.
+2.78%
+$34,582.43 
WFC Wells Fargo & Company
+2.62%
+$240.84 
ISRG Intuitive Surgical, Inc.
+2.5%
+$37.88 
PFE Pfizer Inc.
+2.35%
+$12,142.71 
MRK Merck & Co., Inc.
+2.34%
+$982.01 
SQ Block, Inc.
+2.27%
+$30.94 
LEN Lennar Corporation
+1.89%
+$39.5 
GE General Electric Company
+1.87%
+$2,787.02 
AMP Ameriprise Financial, Inc.
+1.67%
+$78.12 
BAX Baxter International Inc.
+1.61%
+$73.85 
BAC Bank of America Corporation
+1.6%
+$748.84 
ADSK Autodesk, Inc.
+1.49%
+$76.5 
WDAY Workday Inc.
+1.44%
+$10.05 
C Citigroup Inc.
+1.22%
+$703.08 
UBSI United Bankshares, Inc.
+1.08%
+$2,309.5 
BSX Boston Scientific Corporation
+0.96%
+$164 
LOW Lowe's Companies Inc.
+0.95%
+$19.8 
DE Deere & Company
+0.87%
+$10.16 
UBER Uber Technologies, Inc.
+0.82%
+$622.45 
TKO Tko Group Holdings Inc.
+0.62%
+$334.02 
IVV iShares Core S&P 500 ETF
+0.43%
+$10,333.2 
CBSH Commerce Bancshares, Inc.
+0.43%
+$6.5 
IWM iShares Russell 2000 ETF
+0.43%
+$197.82 
VOO Vanguard S&P 500 ETF
+0.39%
+$8,810.18 
NVDA NVIDIA Corporation
+0.33%
+$245 
STZ Constellation Brands, Inc.
+0.23%
+$2.4 
TMO Thermo Fisher Scientific Inc.
+0.23%
+$3.66 
GLD SPDR Gold Shares
+0.05%
+$560.03 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$7,279.62 
ABT Abbott Laboratories
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ADBE Adobe Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIG American International Group Inc.
0%
$0 
ALC Alcon Inc.
0%
$0 
ALTI AlTi Global, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.09 
APO Apollo Global Management, Inc.
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
ARES Ares Management Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BBAX JPMorgan BetaBuilders Developed Markets ETF
0%
$0 
BBCA JPMorgan BetaBuilders Canada ETF
0%
$0 
BBJP JPMorgan BetaBuilders Japan Fund
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
CB Chubb Limited
0%
$0 
CFR Cullen/Frost Bankers Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CRM Salesforce Inc
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
DBC Invesco DB Commodity Index Tracking Fund
0%
$0 
DHR Danaher Corporation
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DIS The Walt Disney Company
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
ECL Ecolab Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
GBDC Golub Capital BDC, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRAL Grail, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ILMN Illumina, Inc.
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.01 
IYR iShares U.S. Real Estate ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JOE The St. Joe Company
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SEIC SEI Investments Company
0%
$0 
SLV iShares Silver Trust
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
T AT&T Inc.
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TTE TotalEnergies SE
0%
$0 
USB U.S. Bancorp
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
+$0.12 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.73 
WF Woori Financial Group Inc. Sponsored ADR
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
INTC Intel Corporation
-4.43%
-$25,114.05 
ATO Atmos Energy Corporation
-1.95%
-$79.81 
SHOP Shopify Inc.
-1.7%
-$70.29 
DUK Duke Energy Corporation
-1.61%
-$101.5 
KTOS Kratos Defense & Security Solutions, Inc.
-1.35%
-$1,020 
XEL Xcel Energy Inc.
-1.15%
-$35.88 
MRSH Marsh & McLennan Companies, Inc.
-1.03%
-$2,196 
WBD Warner Bros. Discovery, Inc.
-0.76%
-$37.38 
KO The Coca-Cola Company
-0.76%
-$27.72 
UPS United Parcel Service, Inc.
-0.64%
-$949 
FDS FactSet Research Systems Inc.
-0.56%
-$5.68 
VO Vanguard Mid-Cap ETF
-0.48%
-$2,160.6 
TSLA Tesla, Inc.
-0.43%
-$63.64 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.43%
-$14.4 
XOM Exxon Mobil Corporation
-0.4%
-$161.24 
KMB Kimberly-Clark Corporation
-0.27%
-$36.54 
V Visa Inc. Class A
-0.25%
-$20.24 
SNPS Synopsys, Inc.
-0.15%
-$1.86 
XYL Xylem Inc.
-0.1%
-$2.76 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$9.76 
MNST Monster Beverage Corporation
-0.01%
-$0.28 Events
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Dividends
Dividend Analysis
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| Trades 946 | Longs Won 558/946 58% | Profit Factor 26.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $822,386.04 |
| Average Win $174,707.1 | Best Trade (Jul 16) $19.21M | Sharpe Ratio -9.57 |
| Average Loss -$9,602.16 | Worst Trade (Jul 16) -$1.09M | Z-Score -2.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $99,113.03 |
| 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% | 0.23% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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