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:
13.8%
Gain +0.67%
Monthly
0.6%
Yearly
7.49%
Drawdown
10.46%
$224.32M
Equity
Holdings
$224.32M
Investment
$202.11M
$26.72M
Profit +$1.44M
Realized
$4.51M
Unrealized
$22.21M
Dividends
$9.07M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$1.44M
Win %
70%
This Week
Compared To Last Week
Gain
0.07%
Profit
$159,234.24
Win %
70%
This Month
Compared to last month
Gain
1.6%
Profit
$3.53M
Win %
70%
This Year
Compared to last year
Gain
1.59%
Profit
$3.52M
Win %
68%
SYM Symbotic Inc. Class A
+4.92%
+$49,422.5 
LLY Eli Lilly and Company
+4.56%
+$9,873.64 
HD The Home Depot, Inc.
+3.69%
+$14,034.72 
AMGN Amgen Inc.
+3.49%
+$9,971.07 
ADP Automatic Data Processing Inc.
+2.87%
+$24,996.33 
WM Waste Management, Inc.
+2.74%
+$8,799.99 
WFC Wells Fargo & Company
+2.53%
+$7,720.3 
IBM International Business Machines Corporation
+2.32%
+$12,957.12 
INQQ INQQ The India Internet ETF
+1.89%
+$33,350.24 
ABT Abbott Laboratories
+1.43%
+$4,036.62 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
+1.42%
+$87,841.07 
BRW Saba Capital Income & Opportunities Fund
+1.37%
+$922.56 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
+1.33%
+$298,280.64 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.32%
+$373,693.32 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.27%
+$3,403.25 
MSFT Microsoft Corp.
+1.24%
+$23,760 
ABBV AbbVie Inc.
+1.07%
+$8,297.55 
DDS Dillard's Inc.
+1.07%
+$3,592.84 
DFAT Dimensional US Targeted Value ETF
+1.03%
+$23,595.94 
VB Vanguard Small-Cap ETF
+1.02%
+$15,056.9 
VIG Vanguard Dividend Appreciation ETF
+0.9%
+$61,622.22 
GE General Electric Company
+0.88%
+$7,281.8 
GOOGL Alphabet Inc
+0.78%
+$4,281.78 
VTV Vanguard Value ETF
+0.76%
+$6,091.68 
GOOG Alphabet Inc
+0.75%
+$3,347.51 
VOE Vanguard Mid-Cap Value ETF
+0.73%
+$174,885.77 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$1,821.33 
VBK Vanguard Small-Cap Growth ETF
+0.64%
+$2,783.09 
META Meta Platforms Inc Class A
+0.63%
+$1,766.15 
MMM 3M Company
+0.62%
+$1,772.74 
VO Vanguard Mid-Cap ETF
+0.61%
+$2,661.67 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$17,047.35 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.61%
+$60,928.47 
UNP Union Pacific Corporation
+0.6%
+$1,382.28 
DFIP Dimensional Inflation-Protected Securities ETF
+0.58%
+$18,120.78 
DFUV Dimensional US Marketwide Value ETF
+0.56%
+$2,061.36 
SCHP Schwab U.S. TIPS ETF
+0.55%
+$71,340.5 
TIP iShares TIPS Bond ETF
+0.53%
+$1,259.85 
VOT Vanguard Mid-Cap Growth ETF
+0.47%
+$1,522.12 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$1,720 
VTHR Vanguard Russell 3000 ETF
+0.41%
+$2,729.04 
AAPL Apple Inc.
+0.4%
+$8,314.59 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.32%
+$32,889.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$22,453.42 
BNDX Vanguard Total International Bond ETF
+0.31%
+$42,806.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.29%
+$1,058.88 
FNDC Schwab Fundamental International Small Company Index ETF
+0.27%
+$12,545.15 
JNJ Johnson & Johnson
+0.26%
+$814.16 
VOO Vanguard S&P 500 ETF
+0.26%
+$920.56 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$6,900.46 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,726.05 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$570.23 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$5,139.95 
AMZN Amazon.com Inc
+0.2%
+$729.3 
IAGG iShares International Aggregate Bond Fund
+0.19%
+$5,401.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$603.75 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$2,172.58 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$5,776.22 
PM Philip Morris International Inc.
-2.8%
-$8,136.25 
CAT Caterpillar Inc.
-2.67%
-$5,488.21 
GEV GE Vernova Inc.
-2.56%
-$15,462.42 
AVGO Broadcom Inc.
-1.85%
-$4,782.9 
XOM Exxon Mobil Corporation
-1.45%
-$9,034.22 
NVDA NVIDIA Corporation
-1.36%
-$16,422.33 
CVX Chevron Corporation
-1.22%
-$2,970.08 
CW Curtiss-Wright Corporation
-1.13%
-$5,236.53 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$4,419.72 
ZBRA Zebra Technologies Corporation
-0.94%
-$3,193.32 
IEMG iShares Core MSCI Emerging Markets ETF
-0.93%
-$40,621.58 
VGT Vanguard Information Technology ETF
-0.78%
-$10,967.04 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.75%
-$3,424.82 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$4,056.3 
DLS WisdomTree International SmallCap Dividend Fund
-0.32%
-$11,240.35 
JPM JPMorgan Chase & Co.
-0.25%
-$3,925.32 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.15%
-$14,684.85 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.14%
-$275.45 
SCHC Schwab International Small-Cap Equity ETF
-0.09%
-$1,885.14 Events
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Dividends
Dividend Analysis
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| Trades 333 | Longs Won 239/333 71% | Profit Factor 5.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $413,991.07 |
| Average Win $134,469.14 | Best Trade (Oct 15) $5.06M | Sharpe Ratio -11.27 |
| Average Loss -$57,647.09 | Worst Trade (Oct 14) -$2.09M | Z-Score 3.74 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $80,238.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,069 | $1.48M | $2.09M | - | $609,028.96 | 41.13% | +0.399% |
| ABBV AbbVie Inc. | 2,743 | $575,233.58 | $785,883.21 | - | $210,649.63 | 36.62% | +1.067% |
| ABT Abbott Laboratories | 2,746 | $364,256.75 | $286,792.24 | - | -$77,464.51 | -21.27% | +1.428% |
| ADP Automatic Data Processing Inc. | 3,109 | $949,465.17 | $896,511.24 | - | -$52,953.93 | -5.58% | +2.868% |
| AMGN Amgen Inc. | 671 | $219,625 | $295,890.87 | - | $76,265.87 | 34.73% | +3.487% |
| AMZN Amazon.com Inc | 1,430 | $313,727.63 | $364,063.7 | - | $50,336.07 | 16.04% | +0.201% |
| AVGO Broadcom Inc. | 745 | $206,049.6 | $253,173.35 | - | $47,123.75 | 22.87% | -1.854% |
| BND Vanguard Total Bond Market Index Fund | 39,645 | $2.85M | $2.81M | - | -$46,804.44 | -1.64% | +0.611% |
| BNDX Vanguard Total International Bond ETF | 295,212 | $14.48M | $13.93M | - | -$546,102.72 | -3.77% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 800 | $362,623.9 | $422,800 | - | $60,176.1 | 16.59% | +0.408% |
| BRW Saba Capital Income & Opportunities Fund | 11,532 | $87,874 | $68,154.12 | - | -$19,719.88 | -22.44% | +1.372% |
| CAT Caterpillar Inc. | 274 | $291,783 | $199,732.3 | - | -$92,050.7 | -31.55% | -2.674% |
| CVX Chevron Corporation | 1,098 | $224,223 | $240,829.83 | - | $16,606.83 | 7.41% | -1.218% |
| CW Curtiss-Wright Corporation | 926 | $328,610 | $458,207.95 | - | $129,597.95 | 39.44% | -1.13% |
| DDS Dillard's Inc. | 514 | $214,765 | $340,437.62 | - | $125,672.62 | 58.52% | +1.067% |
| DFAT Dimensional US Targeted Value ETF | 33,951 | $1.89M | $2.3M | - | $414,711.18 | 21.95% | +1.035% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 5,509 | $202,952 | $201,243.77 | - | -$1,708.23 | -0.84% | -0.137% |
| DFIP Dimensional Inflation-Protected Securities ETF | 78,786 | $3.2M | $3.12M | - | -$79,150.19 | -2.48% | +0.585% |
| DFUV Dimensional US Marketwide Value ETF | 6,544 | $267,780.81 | $366,889.36 | - | $99,108.55 | 37.01% | +0.565% |
| DLS WisdomTree International SmallCap Dividend Fund | 40,874 | $2.57M | $3.49M | - | $914,935.78 | 35.56% | -0.321% |
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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 - $2.29M, Vanguard Mid-Cap Value ETF - $1.42M, Schwab U.S. TIPS ETF - $1.05M, Vanguard Total International Bond ETF - $912,846.03, and Vanguard FTSE All-World ex-US Small-Cap ETF - $860,202.09. 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 - $60,855.92, Alphabet Inc - $40,258.84, SPDR S&P Semiconductor ETF - $32,863.54, and Procter & Gamble Co - $27,761.6. 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 $9.07M earned over time. The largest contributors to dividend income include Schwab U.S. TIPS ETF - $1.04M, EMQQ The Emerging Markets Internet & Ecommerce ETF - $1.02M, Vanguard Total International Bond ETF - $946,772.43, Vanguard Mid-Cap Value ETF - $894,849.86, and Schwab U.S. Aggregate Bond ETF - $782,130.13. 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 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 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.
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