CAJ
Carl Amos Johnson Portfolio
Invests via Grove Street Fiduciary LLC | Managed by Carl Amos Johnson, Hazel Elizabeth Grolljahn
Invests via Grove Street Fiduciary LLC
Managed by Carl Amos Johnson, Hazel Elizabeth Grolljahn
Automatically Tracked
Seasoned finance executive and investor focused on middle-market private equity, operational value creation and board-level governance. Carl Amos Johnson brings multi-decade experience leading deal teams, structuring leveraged buyouts and executing portfolio transformations across industrials and TMT sectors. Known for hands-on operational oversight, strategic cost optimization and bolt-on M&A to drive EBITDA expansion, he frequently serves on portfolio company boards and sponsors exit processes for strategic and financial buyers. Background blends investment banking and operational leadership with experience raising institutional capital and managing LP relationships. Market-relevant profile: experienced sponsor with deep transaction experience, operational emphasis and a track record of positioning businesses for strategic sale or recapitalization.
Seasoned finance executive and investor focused on middle-market private equity, operational value creation and board-level governance. Carl Amos Johnson brings multi-decade experience leading deal teams, structuring leveraged buyouts and executing portfolio transformations across industrials and TMT sectors. Known for hands-on operational oversight, strategic cost optimization and bolt-on M&A to drive EBITDA expansion, he frequently serves on portfolio company boards and sponsors exit processes for strategic and financial buyers. Background blends investment banking and operational leadership with experience raising institutional capital and managing LP relationships. Market-relevant profile: experienced sponsor with deep transaction experience, operational emphasis and a track record of positioning businesses for strategic sale or recapitalization.
Investment Philosophy & Strategy
Targets control-oriented middle-market investments where operational redesign and bolt-on M&A can materially increase EBITDA and enterprise value. Employs a hands-on sponsor approach combining leveraged buyout structuring with active board governance, disciplined cost optimization, and strategic add-on consolidation. Capital allocation prioritizes companies with stable cash flows, clear margin-improvement levers and scalable platforms in industrials and TMT, with 3–7 year value-creation horizons geared to strategic sale or recapitalization. Underwriting emphasizes conservative leverage, scenario-driven downside protection and management alignment through equity incentives and governance covenants.
Targets control-oriented middle-market investments where operational redesign and bolt-on M&A can materially increase EBITDA and enterprise value. Employs a hands-on sponsor approach combining leveraged buyout structuring with active board governance, disciplined cost optimization, and strategic add-on consolidation. Capital allocation prioritizes companies with stable cash flows, clear margin-improvement levers and scalable platforms in industrials and TMT, with 3–7 year value-creation horizons geared to strategic sale or recapitalization. Underwriting emphasizes conservative leverage, scenario-driven downside protection and management alignment through equity incentives and governance covenants.
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:
1.74%
Gain
Monthly
0.09%
Yearly
1.13%
Drawdown
12.39%
$241.01M
Equity
Holdings
$241.01M
Investment
$215.31M
$29.03M
Profit -$945,678.77
Realized
$3.33M
Unrealized
$25.7M
Dividends
$8.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$945,678.77
Win %
76%
This Week
Compared To Last Week
Gain
0.6%
Profit
$1.44M
Win %
76%
This Month
Compared to last month
Gain
0.92%
Profit
$2.19M
Win %
76%
This Year
Compared to last year
Gain
6.17%
Profit
$14M
Win %
73%
GE General Electric Company
+3.01%
+$27,974.66 
ABT Abbott Laboratories
+2.9%
+$7,881.02 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$15,138 
XOM Exxon Mobil Corporation
+1.55%
+$7,937.16 
CVX Chevron Corporation
+1.53%
+$3,059.69 
JNJ Johnson & Johnson
+1.49%
+$4,630.19 
WFC Wells Fargo & Company
+1.33%
+$4,425.05 
ABBV AbbVie Inc.
+1.33%
+$9,264.87 
PM Philip Morris International Inc.
+1.11%
+$2,978.57 
GEV GE Vernova Inc.
+0.71%
+$4,736 
BRW Saba Capital Income & Opportunities Fund
+0.6%
+$461.28 
MMM 3M Company
+0.54%
+$1,821.6 
VNQ Vanguard Real Estate ETF
+0.52%
+$1,181.96 
JPM JPMorgan Chase & Co.
+0.44%
+$7,032.86 
VTV Vanguard Value ETF
+0.42%
+$3,335.92 
VOE Vanguard Mid-Cap Value ETF
+0.38%
+$100,067.23 
INQQ INQQ The India Internet ETF
+0.34%
+$6,388.2 
DFIP Dimensional Inflation-Protected Securities ETF
+0.3%
+$11,657.82 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$39,743.18 
TIP iShares TIPS Bond ETF
+0.28%
+$692.35 
DFUV Dimensional US Marketwide Value ETF
+0.24%
+$850.72 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.2%
+$405.06 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$20,888.64 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$6,283.81 
AMGN Amgen Inc.
+0.18%
+$439.5 
WM Waste Management, Inc.
+0.14%
+$491.37 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.12%
+$289.57 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$7,334.02 
COST Costco Wholesale Corporation
+0.1%
+$203.27 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$1,605.94 
BNDX Vanguard Total International Bond ETF
+0.03%
+$4,661.52 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$952.85 
DDS Dillard's Inc.
+0.03%
+$71.96 
VO Vanguard Mid-Cap ETF
0%
$0 
META Meta Platforms Inc Class A
-4.6%
-$11,589.82 
MSFT Microsoft Corp.
-2.36%
-$34,139.31 
IBM International Business Machines Corporation
-2.35%
-$12,637.85 
GOOG Alphabet Inc
-2.13%
-$9,865.61 
GOOGL Alphabet Inc
-2.1%
-$11,739.4 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-2.03%
-$497,217.03 
NVDA NVIDIA Corporation
-2.01%
-$23,008.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$21,700.37 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-1.66%
-$7,655.48 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.33%
-$137,778.98 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$5,113.94 
VGT Vanguard Information Technology ETF
-1.1%
-$14,575.68 
SCHC Schwab International Small-Cap Equity ETF
-1.05%
-$23,096.17 
AVGO Broadcom Inc.
-1.04%
-$3,387.24 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$24,332.77 
SYM Symbotic Inc. Class A
-0.91%
-$10,070 
FNDC Schwab Fundamental International Small Company Index ETF
-0.9%
-$43,597.4 
DLS WisdomTree International SmallCap Dividend Fund
-0.83%
-$30,434.71 
VOO Vanguard S&P 500 ETF
-0.69%
-$1,814.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$4,802.4 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$18,108.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$47,531.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$68,941.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.63%
-$2,294.24 
VTHR Vanguard Russell 3000 ETF
-0.6%
-$3,970.45 
VBK Vanguard Small-Cap Growth ETF
-0.59%
-$2,703.96 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
-0.53%
-$56,648.14 
ADP Automatic Data Processing Inc.
-0.51%
-$4,068.44 
DFSV Dimensional US Small Cap Value ETF
-0.4%
-$6,742.4 
VB Vanguard Small-Cap ETF
-0.35%
-$5,496.55 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.35%
-$928.62 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$892.08 
DFAT Dimensional US Targeted Value ETF
-0.27%
-$6,981.19 
CW Curtiss-Wright Corporation
-0.2%
-$1,351.97 
CMI Cummins Inc.
-0.18%
-$434.28 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$54,384.39 
AMZN Amazon.com Inc
-0.1%
-$371.8 
HD The Home Depot, Inc.
-0.08%
-$347.49 
AAPL Apple Inc.
-0.07%
-$1,313.93 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$4,254.32 Events
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Dividends
Dividend Analysis
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| Trades 260 | Longs Won 195/260 75% | Profit Factor 9.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $521,917.68 |
| Average Win $167,122.76 | Best Trade (Jul 17) $5.48M | Sharpe Ratio -11.68 |
| Average Loss -$54,742.92 | Worst Trade (Jul 17) -$1.23M | Z-Score 5.48 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $111,656.34 |
| 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 | 4,405 | 3,965 | 3,524 | 3,084 | 2,643 | 2,203 | 1,762 | 1,322 | 881 | 441 |
Hover over the desired column for a detailed explanation.
Returns
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