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:
16.87%
Gain -0.27%
Monthly
0.78%
Yearly
9.81%
Drawdown
10.46%
$242.44M
Equity
Holdings
$242.44M
Investment
$213.28M
$32.57M
Profit -$613,687.54
Realized
$3.41M
Unrealized
$29.16M
Dividends
$8.31M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$613,687.54
Win %
76%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$613,687.54
Win %
76%
This Month
Compared to last month
Gain
0.86%
Profit
$2.07M
Win %
76%
This Year
Compared to last year
Gain
2.38%
Profit
$5.65M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$51,594.39 
GOOG Alphabet Inc
+6.88%
+$29,861 
GOOGL Alphabet Inc
+6.73%
+$35,502.6 
META Meta Platforms Inc Class A
+3.28%
+$6,700.72 
MSFT Microsoft Corp.
+3.02%
+$48,963.86 
NVDA NVIDIA Corporation
+2.93%
+$31,205.19 
ZBRA Zebra Technologies Corporation
+1.82%
+$4,709.25 
GE General Electric Company
+1.42%
+$13,510.57 
WFC Wells Fargo & Company
+1.19%
+$3,841.32 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.06%
+$262,279.44 
CW Curtiss-Wright Corporation
+1.02%
+$6,796.87 
ADP Automatic Data Processing Inc.
+0.98%
+$8,028.97 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$10,590.16 
UNP Union Pacific Corporation
+0.92%
+$2,133.34 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$1,550.5 
IBM International Business Machines Corporation
+0.86%
+$4,687.09 
GEV GE Vernova Inc.
+0.85%
+$5,318.4 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$3,324.09 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,496.45 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,856.54 
INQQ INQQ The India Internet ETF
+0.71%
+$13,245.92 
CAT Caterpillar Inc.
+0.7%
+$1,553.58 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,751.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,117.78 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$3,824.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$55,336.56 
AVGO Broadcom Inc.
+0.37%
+$1,064.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,348 
JPM JPMorgan Chase & Co.
+0.27%
+$4,392.62 
SYM Symbotic Inc. Class A
+0.26%
+$2,914.97 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$785.28 
JNJ Johnson & Johnson
+0.21%
+$658.79 
CMI Cummins Inc.
+0.19%
+$458.73 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
+0.19%
+$21,365.52 
MMM 3M Company
+0.12%
+$434.69 
WM Waste Management, Inc.
+0.1%
+$327.58 
ABT Abbott Laboratories
+0.09%
+$247.14 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$148,591.2 
ABBV AbbVie Inc.
-2.51%
-$17,682.51 
DDS Dillard's Inc.
-2.32%
-$7,180.56 
BRW Saba Capital Income & Opportunities Fund
-1.64%
-$1,268.52 
XOM Exxon Mobil Corporation
-0.97%
-$5,373.36 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$2,279.35 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$35,597.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$49,666.36 
AMGN Amgen Inc.
-0.64%
-$1,664.09 
PM Philip Morris International Inc.
-0.61%
-$1,669.69 
LLY Eli Lilly and Company
-0.53%
-$1,097.27 
HD The Home Depot, Inc.
-0.42%
-$1,788.96 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$8,982.8 
VGT Vanguard Information Technology ETF
-0.38%
-$4,912.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$26,344.83 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$32,318.58 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,213.49 
VTV Vanguard Value ETF
-0.27%
-$2,139.3 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,854.19 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$60,909.77 
BNDX Vanguard Total International Bond ETF
-0.23%
-$34,154.89 
VB Vanguard Small-Cap ETF
-0.22%
-$3,438.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$440.72 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$5,639.55 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$879.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$64,781.76 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$6,039.74 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$4,987.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$16,128.53 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,794.67 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$15,797.7 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$4,178.74 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$297.36 
TIP iShares TIPS Bond ETF
-0.1%
-$249.7 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,251.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$217.28 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$2,925.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 295 | Longs Won 222/295 75% | Profit Factor 12.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $514,428.43 |
| Average Win $159,775.96 | Best Trade (Aug 17) $6.25M | Sharpe Ratio -11.5 |
| Average Loss -$39,693.16 | Worst Trade (Sep 01) -$677,559.15 | Z-Score 4.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $110,415.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,060 | $1.48M | $1.87M | - | $394,282.16 | 26.68% | -7.354% |
| ABBV AbbVie Inc. | 2,733 | $572,617.68 | $685,819.02 | - | $113,201.34 | 19.77% | -2.513% |
| ABT Abbott Laboratories | 2,746 | $364,256.75 | $290,252.2 | - | -$74,004.55 | -20.32% | +0.085% |
| ADP Automatic Data Processing Inc. | 3,100 | $947,142.63 | $826,025.97 | - | -$121,116.66 | -12.79% | +0.982% |
| AMGN Amgen Inc. | 671 | $219,625 | $258,442.36 | - | $38,817.36 | 17.67% | -0.64% |
| AMZN Amazon.com Inc | 1,430 | $313,727.63 | $388,359.39 | - | $74,631.76 | 23.79% | +15.321% |
| AVGO Broadcom Inc. | 739 | $203,942.45 | $287,677.92 | - | $83,735.47 | 41.06% | +0.371% |
| BND Vanguard Total Bond Market Index Fund | 46,601 | $3.36M | $3.37M | - | $10,915.13 | 0.33% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 310,499 | $15.23M | $14.83M | - | -$395,923.25 | -2.6% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 1,800 | $815,903.78 | $920,772 | - | $104,868.22 | 12.85% | +0.365% |
| BRW Saba Capital Income & Opportunities Fund | 11,532 | $87,874 | $76,226.52 | - | -$11,647.48 | -13.25% | -1.637% |
| CAT Caterpillar Inc. | 274 | $291,783 | $223,257.94 | - | -$68,525.06 | -23.48% | +0.701% |
| CMI Cummins Inc. | 376 | $202,296 | $238,459.2 | - | $36,163.2 | 17.88% | +0.193% |
| CW Curtiss-Wright Corporation | 926 | $328,610 | $670,424 | - | $341,814 | 104.02% | +1.024% |
| DDS Dillard's Inc. | 514 | $214,765 | $302,406.78 | - | $87,641.78 | 40.81% | -2.319% |
| DFAT Dimensional US Targeted Value ETF | 34,497 | $1.92M | $2.44M | - | $519,869.51 | 27.08% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 5,509 | $202,952 | $201,133.59 | - | -$1,818.41 | -0.9% | -0.219% |
| DFIP Dimensional Inflation-Protected Securities ETF | 92,861 | $3.77M | $3.76M | - | -$5,426.22 | -0.14% | -0.111% |
| DFSV Dimensional US Small Cap Value ETF | 39,725 | $1.22M | $1.58M | - | $352,758.12 | 28.85% | 0.0 |
| DFUV Dimensional US Marketwide Value ETF | 6,544 | $267,780.81 | $363,780.96 | - | $96,000.15 | 35.85% | +0.216% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Carl Amos Johnson?
The largest contributions to the portfolio's profits come from the following stocks: EMQQ The Emerging Markets Internet & Ecommerce ETF - $2.35M, Schwab U.S. TIPS ETF - $993,920.94, Vanguard Mid-Cap Value ETF - $964,058.12, Vanguard Total International Bond ETF - $908,724.83, and Vanguard FTSE All-World ex-US Small-Cap ETF - $761,320.14. 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: Zebra Technologies Corporation - $128,629, Broadcom Inc - $61,336.27, Alphabet Inc - $40,544.84, Procter & Gamble Co - $27,761.6, and Dillard's Inc - $21,798.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carl Amos Johnson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.31M earned over time. The largest contributors to dividend income include EMQQ The Emerging Markets Internet & Ecommerce ETF - $1.02M, Schwab U.S. TIPS ETF - $975,690.69, Vanguard Total International Bond ETF - $909,326.25, Vanguard Mid-Cap Value ETF - $763,764.23, and Schwab U.S. Aggregate Bond ETF - $709,710.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carl Amos Johnson's monthly returns?
Carl Amos Johnson's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Carl Amos Johnson's strategy be considered aggressive or moderate?
Carl Amos Johnson'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 Carl Amos Johnson's strategy?
Carl Amos Johnson'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.
