GPB
Greg P. Benner Portfolio
Invests via Vertex Planning Partners LLC | Managed by Gregory P. Benner, Christopher C. Huston, Michael D. Bellis, Steven P. Franzen, Sean Baloun, Scott A. Sandee
Invests via Vertex Planning Partners LLC
Managed by Gregory P. Benner, Christopher C. Huston, Michael D. Bellis, Steven P. Franzen, Sean Baloun, Scott A. Sandee
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Greg P. Benner Profile
With a distinguished background in technology and finance, Greg P. Benner has made significant contributions to the growth of several innovative startups. As an entrepreneur, he co-founded companies that have leveraged cutting-edge technologies to disrupt traditional markets. His leadership extends into strategic advisory roles where he guides nascent firms in navigating capital-raising processes and operational scaling challenges. Benner’s experience encompasses working with venture capital firms, which enhances his insights into investment dynamics within the tech sector. His ability to foster relationships across industry stakeholders positions him as a relevant figure in shaping future ventures aimed at transforming market landscapes.
With a distinguished background in technology and finance, Greg P. Benner has made significant contributions to the growth of several innovative startups. As an entrepreneur, he co-founded companies that have leveraged cutting-edge technologies to disrupt traditional markets. His leadership extends into strategic advisory roles where he guides nascent firms in navigating capital-raising processes and operational scaling challenges. Benner’s experience encompasses working with venture capital firms, which enhances his insights into investment dynamics within the tech sector. His ability to foster relationships across industry stakeholders positions him as a relevant figure in shaping future ventures aimed at transforming market landscapes.
Investment Philosophy & Strategy
Greg P. Benner embodies a forward-thinking entrepreneurial mindset, which is pivotal in his investment approach. Emphasizing innovation, he actively seeks to support early-stage companies that are poised to redefine industry standards through technological advancements. His seasoned perspective on market dynamics and growth potential allows him to identify compelling opportunities within the startup ecosystem. Engaging directly with founders, he champions collaborative strategies that accelerate business development and capital efficiency. Through these endeavors, he positions himself as a catalyst for transformative change in various sectors.
Greg P. Benner embodies a forward-thinking entrepreneurial mindset, which is pivotal in his investment approach. Emphasizing innovation, he actively seeks to support early-stage companies that are poised to redefine industry standards through technological advancements. His seasoned perspective on market dynamics and growth potential allows him to identify compelling opportunities within the startup ecosystem. Engaging directly with founders, he champions collaborative strategies that accelerate business development and capital efficiency. Through these endeavors, he positions himself as a catalyst for transformative change in various sectors.
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:
33.14%
Gain +0.21%
Monthly
0.82%
Yearly
10.24%
Drawdown
12.92%
$568.77M
Equity
Holdings
$568.77M
Investment
$456.45M
$174.28M
Profit +$1.34M
Realized
$61.96M
Unrealized
$112.32M
Dividends
$29.05M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$1.34M
Win %
79%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$2.22M
Win %
79%
This Month
Compared to last month
Gain
-0.86%
Profit
-$4.92M
Win %
79%
This Year
Compared to last year
Gain
-0.04%
Profit
$11.58M
Win %
80%
CME CME Group Inc.
+2.8%
+$50,090.25 
T AT&T Inc.
+2.48%
+$6,012.36 
VZ Verizon Communications Inc.
+2.46%
+$11,435.66 
JPM JPMorgan Chase & Co.
+2.3%
+$22,395.36 
SMH VanEck Semiconductor ETF
+1.65%
+$10,120.35 
ACN Accenture plc Class A
+1.63%
+$6,309.03 
BX Blackstone Inc.
+1.56%
+$5,586.84 
XLF Financial Select Sector SPDR Fund
+1.39%
+$7,620.47 
NEE NextEra Energy, Inc.
+1.3%
+$3,732.69 
ABBV AbbVie Inc.
+1.3%
+$41,296.81 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$87,687.62 
RPG Invesco S&P 500 Pure Growth ETF
+1.25%
+$17,706.05 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$2,905.6 
CAH Cardinal Health Inc.
+1.21%
+$4,330.74 
DTD WisdomTree U.S. Total Dividend Fund
+1.1%
+$101,202.02 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
+1.05%
+$2,401 
BMO Bank of Montreal
+1.03%
+$55,129.28 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$5,177.29 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$4,422.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$4,241.7 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.93%
+$3,450.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$14,575.36 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$19,397.16 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$3,643.91 
HDV iShares Core High Dividend ETF
+0.87%
+$1,794 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$7,061.6 
SDY SPDR S&P Dividend ETF
+0.82%
+$3,093.68 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.77%
+$1,872.94 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.77%
+$125,811.16 
XLE Energy Select Sector SPDR Fund
+0.77%
+$1,492.92 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$323,011.52 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.73%
+$2,870.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$4,463.93 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$2,736.96 
MO Altria Group, Inc.
+0.72%
+$1,880.27 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,567.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$1,861.5 
COST Costco Wholesale Corporation
+0.68%
+$3,849.48 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$22,039.42 
BGIG Bahl & Gaynor Income Growth ETF
+0.62%
+$2,840.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$7,237.15 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$6,308.78 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$7,821.65 
VGT Vanguard Information Technology ETF
+0.6%
+$2,744 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$2,710.48 
MAIN Main Street Capital Corporation
+0.6%
+$2,660.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$148,578.69 
DEW WisdomTree Global High Dividend Fund
+0.58%
+$2,046.82 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$88,038.78 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$2,232.7 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$25,782.35 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$4,678.08 
GOOGL Alphabet Inc
+0.53%
+$5,363.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$20,415.3 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$28,965.28 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,643.46 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$2,800.48 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$1,586.88 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$86,594.55 
GOOG Alphabet Inc
+0.45%
+$4,161.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,688.78 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.43%
+$1,440.78 
IXUS iShares Core International Stock ETF
+0.43%
+$2,111.5 
VIS Vanguard Industrials ETF
+0.42%
+$964.81 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.42%
+$1,070.19 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$29,930.99 
BDYN iShares Dynamic Equity Active ETF
+0.4%
+$4,028.86 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$1,297.39 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$15,702.93 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$42,400.54 
AMGN Amgen Inc.
+0.34%
+$800.32 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.34%
+$1,325.28 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$25,335.2 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$893.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$242,307.89 
WM Waste Management, Inc.
+0.29%
+$571.53 
XOM Exxon Mobil Corporation
+0.29%
+$1,105.82 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$15,886.34 
TOUS T. Rowe Price International Equity ETF
+0.28%
+$2,277.03 
DTH WisdomTree International High Dividend Fund
+0.23%
+$1,212.51 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,549.8 
XCEM Columbia EM Core ex-China ETF
+0.21%
+$10,270.04 
BP BP p.l.c. Sponsored ADR
+0.21%
+$1,504.26 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$438.68 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
+0.14%
+$11,116.02 
NVDA NVIDIA Corporation
+0.14%
+$1,146.78 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$1,277.92 
BIDD iShares International Dividend Active ETF
+0.12%
+$21,400.36 
BINC iShares Flexible Income Active ETF
+0.12%
+$8,914.86 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$2,017.08 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$286.91 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$7,820 
GLD SPDR Gold Shares
+0.06%
+$721.48 
ORCL Oracle Corporation
+0.05%
+$191.68 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$191.5 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$683.61 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$824.02 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$123.61 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$2,867.39 
CLTL Invesco Treasury Collateral ETF
+0.03%
+$1,123.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,366.22 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$5,194.1 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SHYM iShares High Yield Bond ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
SHLD Global X Defense Tech ETF
-1.98%
-$69,024.03 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$100,022.1 
ABT Abbott Laboratories
-1.68%
-$18,033.93 
AAPL Apple Inc.
-1.52%
-$394,537.5 
PSN Parsons Corporation
-0.99%
-$3,211.95 
AVGO Broadcom Inc.
-0.94%
-$2,552.11 
CSCO Cisco Systems, Inc.
-0.6%
-$2,231.61 
AKRE Akre Focus ETF
-0.46%
-$15,970.75 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,393.69 
MCK McKesson Corporation
-0.36%
-$1,318.8 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$877.92 
META Meta Platforms Inc Class A
-0.26%
-$769.95 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.25%
-$4,367.12 
CRM Salesforce Inc
-0.25%
-$471.5 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$1,060.27 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.16%
-$4,857.51 
MMIT NYLI MacKay Muni Intermediate ETF
-0.14%
-$408.98 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$3,090.12 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$533.76 
VHT Vanguard Health Care ETF
-0.13%
-$526.5 
MMIN NYLI MacKay Muni Insured ETF
-0.12%
-$3,501.15 
TGRT T. Rowe Price Growth ETF
-0.12%
-$543.29 
SYSB iShares Systematic Bond ETF
-0.11%
-$794.2 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$3,069.4 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$495.75 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$3,883.24 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$4,447.81 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$916.44 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$326.65 
PAAA PGIM AAA CLO ETF
-0.01%
-$58.66 Events
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Dividends
Dividend Analysis
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| Trades 1896 | Longs Won 1405/1896 74% | Profit Factor 29.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $547,182.48 |
| Average Win $128,443.13 | Best Trade (Jun 12) $12.88M | Sharpe Ratio -10.48 |
| Average Loss -$12,598.62 | Worst Trade (Jun 11) -$713,240.96 | Z-Score 9.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $91,918.08 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
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Returns
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