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:
66.51%
Gain -0.54%
Monthly
1.39%
Yearly
17.96%
Drawdown
15.46%
$188.38M
Equity
Holdings
$188.38M
Investment
$111.11M
$98.38M
Profit -$1.03M
Realized
$21.11M
Unrealized
$77.27M
Dividends
$11.37M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.03M
Win %
75%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$568,496.5
Win %
75%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.03M
Win %
75%
This Year
Compared to last year
Gain
-0.38%
Profit
-$713,928.69
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$299,788.64 
GOOG Alphabet Inc
+6.88%
+$131,732.95 
GOOGL Alphabet Inc
+6.73%
+$42,603.12 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$5,787.68 
SOLS Sollensys Corp
+4.84%
+$8.34 
APO Apollo Global Management, Inc.
+4.44%
+$10,332.9 
SNPS Synopsys, Inc.
+4.41%
+$49.29 
YUMC Yum China Holdings Inc.
+3.68%
+$18.81 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$72.87 
META Meta Platforms Inc Class A
+3.28%
+$318.24 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$147.74 
ARES Ares Management Corporation
+3.2%
+$30,588.82 
MSFT Microsoft Corp.
+3.02%
+$44,019.81 
NVDA NVIDIA Corporation
+2.93%
+$1,998.5 
DVN Devon Energy Corporation
+2.17%
+$61.44 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$78.4 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$74.85 
CRM Salesforce Inc
+1.83%
+$46.34 
ORCL Oracle Corporation
+1.81%
+$97.02 
CFR Cullen/Frost Bankers Inc.
+1.74%
+$48.45 
BSX Boston Scientific Corporation
+1.59%
+$292 
LMT Lockheed Martin Corporation
+1.5%
+$86.3 
PH Parker-Hannifin Corporation
+1.43%
+$123.66 
GE General Electric Company
+1.42%
+$2,117.63 
WDAY Workday Inc.
+1.41%
+$11.15 
OWL Blue Owl Capital Inc.
+1.38%
+$40,646.2 
WFC Wells Fargo & Company
+1.19%
+$110.16 
HONA Honeywell Aerospace Inc.
+1.18%
+$14.52 
VUG Vanguard Growth ETF
+1.1%
+$5,736.24 
ADBE Adobe Inc.
+1.01%
+$17.57 
XLE Energy Select Sector SPDR Fund
+1%
+$8,434.05 
TDY Teledyne Technologies Incorporated
+0.98%
+$31.95 
TTE TotalEnergies SE
+0.95%
+$32.37 
KTOS Kratos Defense & Security Solutions, Inc.
+0.93%
+$645 
IBM International Business Machines Corporation
+0.86%
+$817.47 
GEV GE Vernova Inc.
+0.85%
+$864.24 
CP Canadian Pacific Kansas City Limited
+0.83%
+$730 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$725 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$69 
TSLA Tesla, Inc.
+0.76%
+$87.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$241,198.43 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,688.21 
CAT Caterpillar Inc.
+0.7%
+$3,883.94 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,179.2 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$566.19 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,493.29 
MO Altria Group, Inc.
+0.57%
+$507.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,160.53 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$12.32 
ACWI iShares MSCI ACWI ETF
+0.49%
+$498.95 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$16.24 
KKR KKR & Co. Inc.
+0.45%
+$900 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$396.89 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,017.87 
PFE Pfizer Inc.
+0.4%
+$2,130.3 
PG Procter & Gamble Co
+0.37%
+$617.98 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$37,720.8 
BAC Bank of America Corporation
+0.36%
+$169.84 
GD General Dynamics Corporation
+0.32%
+$10.98 
MRK Merck & Co., Inc.
+0.32%
+$142.27 
JPM JPMorgan Chase & Co.
+0.27%
+$1,511.52 
AMP Ameriprise Financial, Inc.
+0.25%
+$12.42 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$51,519.68 
JNJ Johnson & Johnson
+0.21%
+$718.68 
UBSI United Bankshares, Inc.
+0.19%
+$415.71 
USB U.S. Bancorp
+0.17%
+$7.04 
T AT&T Inc.
+0.17%
+$29.84 
CB Chubb Limited
+0.15%
+$137.8 
XYL Xylem Inc.
+0.13%
+$3.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1.44 
C Citigroup Inc.
+0.1%
+$56.42 
WM Waste Management, Inc.
+0.1%
+$169.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$102.87 
WMT Walmart Inc.
+0.09%
+$427.51 
ABT Abbott Laboratories
+0.09%
+$6.75 
FDS FactSet Research Systems Inc.
+0.07%
+$0.68 
DIS The Walt Disney Company
+0.03%
+$7.26 
ILMN Illumina, Inc.
+0.01%
+$0.11 
ALTI AlTi Global, Inc.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$701.58 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$2,672.7 
AAPL Apple Inc.
-7.35%
-$218,497.72 
MU Micron Technology, Inc.
-5.9%
-$1.13M 
SHOP Shopify Inc.
-4.29%
-$173.25 
GRAL Grail, Inc.
-3.63%
-$2.58 
XBI SPDR S&P Biotech ETF
-2.94%
-$6,897.52 
MLM Martin Marietta Materials, Inc.
-2.75%
-$89.16 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$28.8 
QCOM QUALCOMM Incorporated
-2.63%
-$2,126.68 
YUM Yum! Brands, Inc.
-2.37%
-$37.2 
BAX Baxter International Inc.
-2.21%
-$124.49 
BA Boeing Company
-2.15%
-$4,160.23 
SLV iShares Silver Trust
-2.13%
-$1,254 
NFLX Netflix, Inc.
-2%
-$146 
WF Woori Financial Group Inc. Sponsored ADR
-1.95%
-$58.91 
AWK American Water Works Company, Inc.
-1.93%
-$47.52 
LEN Lennar Corporation
-1.67%
-$35 
SQ Block, Inc.
-1.64%
-$22.95 
GLD SPDR Gold Shares
-1.49%
-$15,735.97 
IAU iShares Gold Trust
-1.46%
-$2,898.45 
NVS Novartis AG Sponsored ADR
-1.45%
-$32.06 
NKE Nike, Inc. - Class B
-1.37%
-$9.86 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-1.35%
-$10.44 
JOE The St. Joe Company
-1.32%
-$1,660 
MNST Monster Beverage Corporation
-1.3%
-$71.12 
DE Deere & Company
-1.13%
-$13.6 
TKO Tko Group Holdings Inc.
-1.09%
-$586 
LOW Lowe's Companies Inc.
-1.08%
-$22.7 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$18.48 
INTC Intel Corporation
-1.02%
-$4,896.45 
KO The Coca-Cola Company
-1.02%
-$39.6 
UPS United Parcel Service, Inc.
-1%
-$1,365 
XOM Exxon Mobil Corporation
-0.97%
-$425.34 
ALC Alcon Inc.
-0.96%
-$20.77 
MCHP Microchip Technology Incorporated
-0.96%
-$28.08 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$36.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,183.99 
MRP Millrose Properties Inc.
-0.85%
-$2.88 
ATO Atmos Energy Corporation
-0.85%
-$34.04 
KMB Kimberly-Clark Corporation
-0.8%
-$110.88 
PYPL PayPal Holdings Inc
-0.76%
-$7.04 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$7.7 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$896 
RPM RPM International Inc.
-0.7%
-$777.48 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$14.72 
DUK Duke Energy Corporation
-0.67%
-$42 
AMGN Amgen Inc.
-0.64%
-$24.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$166.32 
PM Philip Morris International Inc.
-0.61%
-$2,005.98 
ECL Ecolab Inc.
-0.61%
-$20.52 
DHR Danaher Corporation
-0.61%
-$13.09 
SBUX Starbucks Corporation
-0.57%
-$13.8 
IYR iShares U.S. Real Estate ETF
-0.55%
-$174 
COF Capital One Financial Corporation
-0.54%
-$24.86 
LLY Eli Lilly and Company
-0.53%
-$6,130 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$28.75 
IWM iShares Russell 2000 ETF
-0.47%
-$218.23 
DVY iShares Select Dividend ETF
-0.45%
-$11,222.33 
VGK Vanguard FTSE Europe ETF
-0.44%
-$2,174 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$7.41 
AIG American International Group Inc.
-0.39%
-$119.35 
AXP American Express Company
-0.38%
-$132.08 
MDT Medtronic plc
-0.37%
-$7.36 
ARCC Ares Capital Corporation
-0.37%
-$4,040.05 
OBDC Blue Owl Capital Corporation
-0.37%
-$2,692 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$107,987.91 
OSK Oshkosh Corporation
-0.36%
-$8.16 
ADSK Autodesk, Inc.
-0.33%
-$19.25 
CBSH Commerce Bancshares, Inc.
-0.29%
-$4.42 
VTV Vanguard Value ETF
-0.27%
-$700.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$225.75 
BX Blackstone Inc.
-0.25%
-$5.76 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$5,752.68 
VB Vanguard Small-Cap ETF
-0.22%
-$216.47 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$9.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$506.4 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$21.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$12,790.59 
STZ Constellation Brands, Inc.
-0.12%
-$1.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,158.3 
GBDC Golub Capital BDC, Inc.
-0.08%
-$3,747.95 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$157.68 
SEIC SEI Investments Company
-0.06%
-$1.26 
VO Vanguard Mid-Cap ETF
-0.05%
-$221.6 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1.74 
V Visa Inc. Class A
-0.04%
-$3.22 
XEL Xcel Energy Inc.
-0.04%
-$1.17 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,328.07 
UBER Uber Technologies, Inc.
-0.01%
-$10.55 Events
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Dividends
Dividend Analysis
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| Trades 966 | Longs Won 640/966 66% | Profit Factor 28.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $832,484.06 |
| Average Win $159,228.06 | Best Trade (Aug 21) $19.02M | Sharpe Ratio -9.2 |
| Average Loss -$10,828.68 | Worst Trade (Aug 02) -$1.15M | Z-Score -0.18 (14.1%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $101,838.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.3% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,911 | $1.51M | $2.75M | - | $1.24M | 82.02% | -7.354% |
| ABT Abbott Laboratories | 75 | $8,550.88 | $7,927.5 | - | -$623.38 | -7.29% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 648 | $77,468.27 | $101,366.63 | - | $23,898.36 | 30.85% | +0.495% |
| ADBE Adobe Inc. | 7 | $3,624 | $1,752.87 | - | -$1,871.13 | -51.63% | +1.013% |
| ADSK Autodesk, Inc. | 25 | $6,887 | $5,855 | - | -$1,032 | -14.98% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 903 | $91,417.76 | $87,925.11 | - | -$3,492.65 | -3.82% | -0.256% |
| AIG American International Group Inc. | 385 | $28,194 | $30,253.3 | - | $2,059.3 | 7.3% | -0.393% |
| ALC Alcon Inc. | 31 | $3,099 | $2,137.14 | - | -$961.86 | -31.04% | -0.963% |
| ALTI AlTi Global, Inc. | 19,430 | $77,404.06 | $69,948 | - | -$7,456.06 | -9.63% | 0.0 |
| AMGN Amgen Inc. | 10 | $3,222 | $3,851.6 | - | $629.6 | 19.54% | -0.64% |
| AMP Ameriprise Financial, Inc. | 9 | $4,228 | $4,912.56 | - | $684.56 | 16.19% | +0.253% |
| AMZN Amazon.com Inc | 8,309 | $707,536.03 | $2.26M | - | $1.55M | 218.93% | +15.321% |
| APO Apollo Global Management, Inc. | 1,935 | $228,413.85 | $243,016.65 | - | $14,602.8 | 6.39% | +4.441% |
| ARCC Ares Capital Corporation | 57,715 | $1.2M | $1.08M | - | -$120,047.3 | -9.98% | -0.372% |
| ARES Ares Management Corporation | 7,705 | $527,330.2 | $986,933.42 | - | $459,603.22 | 87.16% | +3.199% |
| ATO Atmos Energy Corporation | 23 | $3,190 | $3,973.94 | - | $783.94 | 24.57% | -0.849% |
| AWK American Water Works Company, Inc. | 18 | $2,632 | $2,415.06 | - | -$216.94 | -8.24% | -1.93% |
| AXP American Express Company | 104 | $28,205 | $34,970 | - | $6,765 | 23.99% | -0.376% |
| BA Boeing Company | 874 | $132,882.6 | $188,906.36 | - | $56,023.76 | 42.16% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 976 | $103,573 | $119,316 | - | $15,743 | 15.2% | +5.098% |
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FAQ
Which stocks have generated the highest profits for Greg Reidy?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $5.73M, SPDR S&P 500 ETF Trust - $4.88M, Vanguard FTSE Europe ETF - $2.25M, Vanguard Dividend Appreciation ETF - $2.16M, and Vanguard High Dividend Yield ETF - $2.12M. 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: Edison International - $40,125, Charles Schwab Corporation - $36,490.4, RxSight Inc - $34,333.98, Bristol-Myers Squibb Company - $32,874.83, and The Walt Disney Company - $23,456.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Greg Reidy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.37M earned over time. The largest contributors to dividend income include Golub Capital BDC, Inc - $1.66M, Vanguard Dividend Appreciation ETF - $1.5M, Ares Capital Corporation - $1.32M, SPDR S&P 500 ETF Trust - $1.32M, and Vanguard High Dividend Yield ETF - $1.09M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Greg Reidy's monthly returns?
Greg Reidy's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Greg Reidy's strategy be considered aggressive or moderate?
Greg Reidy's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Greg Reidy's strategy?
Greg Reidy's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
