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:
71.24%
Gain +0.28%
Monthly
1.33%
Yearly
17.16%
Drawdown
15.46%
$186.86M
Equity
Holdings
$186.86M
Investment
$111.12M
$97.42M
Profit +$551,861.43
Realized
$21.44M
Unrealized
$75.98M
Dividends
$11.94M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$551,861.43
Win %
71%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$2.11M
Win %
71%
This Month
Compared to last month
Gain
0.36%
Profit
$670,209.66
Win %
71%
This Year
Compared to last year
Gain
0.36%
Profit
$670,393.34
Win %
73%
ADBE Adobe Inc.
+4.57%
+$76.93 
WM Waste Management, Inc.
+3.91%
+$6,498.8 
LLY Eli Lilly and Company
+3.55%
+$42,870 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$69.87 
SHOP Shopify Inc.
+3.27%
+$186.12 
ORCL Oracle Corporation
+3%
+$164.64 
NFLX Netflix, Inc.
+2.89%
+$204 
NVO Novo Nordisk A/S Sponsored ADR
+2.89%
+$649 
BSX Boston Scientific Corporation
+2.65%
+$456 
MNST Monster Beverage Corporation
+2.53%
+$125.44 
NVS Novartis AG Sponsored ADR
+2.38%
+$49 
ABT Abbott Laboratories
+2.29%
+$175.5 
BA Boeing Company
+2.2%
+$3,557.18 
V Visa Inc. Class A
+2.13%
+$191.36 
TKO Tko Group Holdings Inc.
+2.11%
+$1,066.52 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$82 
USB U.S. Bancorp
+2.01%
+$72.32 
PYPL PayPal Holdings Inc
+1.89%
+$16.96 
MU Micron Technology, Inc.
+1.87%
+$373,836.17 
GLD SPDR Gold Shares
+1.79%
+$18,815.97 
GE General Electric Company
+1.62%
+$2,096.58 
DIS The Walt Disney Company
+1.55%
+$408.98 
ARES Ares Management Corporation
+1.37%
+$11,865.69 
AMP Ameriprise Financial, Inc.
+1.36%
+$60.84 
VO Vanguard Mid-Cap ETF
+1.01%
+$4,487.4 
MO Altria Group, Inc.
+0.97%
+$924.42 
CP Canadian Pacific Kansas City Limited
+0.92%
+$790 
PH Parker-Hannifin Corporation
+0.57%
+$48.87 
GOOGL Alphabet Inc
+0.45%
+$2,995.66 
PG Procter & Gamble Co
+0.35%
+$641.3 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$99,019.95 
VOO Vanguard S&P 500 ETF
+0.28%
+$6,305.97 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$10,140 
JPM JPMorgan Chase & Co.
+0.07%
+$402 
DE Deere & Company
+0.04%
+$0.58 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$7,858.19 
IYR iShares U.S. Real Estate ETF
+0.01%
+$1.5 
ADSK Autodesk, Inc.
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 
ATO Atmos Energy Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBSH Commerce Bancshares, Inc.
0%
$0 
CFR Cullen/Frost Bankers Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
DHR Danaher Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
GBDC Golub Capital BDC, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JOE The St. Joe Company
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LEN Lennar Corporation
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
OBDC Blue Owl Capital Corporation
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, 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 
SNPS Synopsys, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
UBSI United Bankshares, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WF Woori Financial Group Inc. Sponsored ADR
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
BBJP JPMorgan BetaBuilders Japan Fund
0%
$0 
BBCA JPMorgan BetaBuilders Canada ETF
0%
$0 
BBAX JPMorgan BetaBuilders Developed Markets ETF
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
DBC Invesco DB Commodity Index Tracking Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.08 
IWM iShares Russell 2000 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.29 
SLV iShares Silver Trust
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
-$0.11 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
ARCC Ares Capital Corporation
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
GRAL Grail, Inc.
0%
$0 
XYZ Block, Inc.
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.01 
HONA Honeywell Aerospace Inc.
0%
$0 
CTVA Corteva Inc.
-3.88%
-$34.32 
INTC Intel Corporation
-2.8%
-$14,478.75 
NVDA NVIDIA Corporation
-1.84%
-$1,424.5 
GEV GE Vernova Inc.
-1.63%
-$1,595.36 
MRK Merck & Co., Inc.
-1.48%
-$889.44 
ILMN Illumina, Inc.
-1.41%
-$42.13 
TSLA Tesla, Inc.
-1.29%
-$174.64 
TTE TotalEnergies SE
-1.28%
-$44.85 
DUK Duke Energy Corporation
-0.64%
-$38 
XEL Xcel Energy Inc.
-0.32%
-$9.36 
AAPL Apple Inc.
-0.28%
-$8,554.56 
META Meta Platforms Inc Class A
-0.11%
-$14.76 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.09%
-$3.72 Events
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Dividends
Dividend Analysis
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| Trades 983 | Longs Won 642/983 65% | Profit Factor 21.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $836,222.2 |
| Average Win $159,249.51 | Best Trade (Oct 16) $18.08M | Sharpe Ratio -8.98 |
| Average Loss -$14,136.85 | Worst Trade (Oct 16) -$1.38M | Z-Score 0.36 (27.97%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $99,102.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.38% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,911 | $1.51M | $3.05M | - | $1.54M | 101.52% | -0.28% |
| ABT Abbott Laboratories | 75 | $8,550.88 | $7,851 | - | -$699.88 | -8.18% | +2.286% |
| ACWI iShares MSCI ACWI ETF | 648 | $77,468.27 | $102,870 | - | $25,401.73 | 32.79% | 0.0 |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 325 | $24,577 | $24,157.25 | - | -$419.75 | -1.71% | 0.0 |
| ADBE Adobe Inc. | 7 | $3,624 | $1,761.69 | - | -$1,862.31 | -51.39% | +4.566% |
| ADSK Autodesk, Inc. | 25 | $6,887 | $5,778.5 | - | -$1,108.5 | -16.1% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 1,163 | $116,003.75 | $110,275.66 | - | -$5,728.09 | -4.94% | 0.0 |
| AIG American International Group Inc. | 385 | $28,194 | $29,810.55 | - | $1,616.55 | 5.73% | 0.0 |
| ALC Alcon Inc. | 31 | $3,099 | $1,979.97 | - | -$1,119.03 | -36.11% | 0.0 |
| ALTI AlTi Global, Inc. | 15,180 | $61,509.06 | $35,141.7 | - | -$26,367.36 | -42.87% | 0.0 |
| AMGN Amgen Inc. | 10 | $3,222 | $4,261.1 | - | $1,039.1 | 32.25% | 0.0 |
| AMP Ameriprise Financial, Inc. | 9 | $4,228 | $4,523.22 | - | $295.22 | 6.98% | +1.363% |
| AMZN Amazon.com Inc | 8,309 | $707,536.03 | $2.11M | - | $1.4M | 198.38% | 0.0 |
| APO Apollo Global Management, Inc. | 1,935 | $228,413.85 | $219,409.65 | - | -$9,004.2 | -3.94% | 0.0 |
| ARCC Ares Capital Corporation | 57,715 | $1.2M | $1.07M | - | -$129,858.85 | -10.8% | 0.0 |
| ARES Ares Management Corporation | 7,705 | $527,330.2 | $878,601.14 | - | $351,270.94 | 66.61% | +1.369% |
| ATO Atmos Energy Corporation | 23 | $3,190 | $3,770.62 | - | $580.62 | 18.2% | 0.0 |
| AWK American Water Works Company, Inc. | 18 | $2,632 | $2,370.78 | - | -$261.22 | -9.92% | 0.0 |
| AXP American Express Company | 104 | $28,205 | $31,922.8 | - | $3,717.8 | 13.18% | 0.0 |
| BA Boeing Company | 874 | $132,882.6 | $164,950.02 | - | $32,067.42 | 24.13% | +2.204% |
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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 - $5.74M, SPDR S&P 500 ETF Trust - $4.97M, Vanguard Dividend Appreciation ETF - $2.27M, Vanguard FTSE Europe ETF - $2.25M, and Vanguard High Dividend Yield ETF - $2.17M. 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 $11.94M earned over time. The largest contributors to dividend income include Golub Capital BDC, Inc - $1.79M, Vanguard Dividend Appreciation ETF - $1.61M, SPDR S&P 500 ETF Trust - $1.4M, Ares Capital Corporation - $1.35M, and Vanguard High Dividend Yield ETF - $1.14M. 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.
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