Adam J. Mehrer Portfolio
Invests via Wills Financial Group LLC | Managed by Janet H. Wills, Adam J. Mehrer, Evan Moog
Invests via Wills Financial Group LLC
Managed by Janet H. Wills, Adam J. Mehrer, Evan Moog
Automatically Tracked
Senior investment executive with deep experience leading growth and buyout investments across technology, healthcare and industrials for middle-market funds. Adam J. Mehrer is known for sourcing deals, structuring equity and debt financings, and driving operational improvements at portfolio companies while serving on executive and board committees. Background blends investment banking and operating roles with a focus on value creation, strategic M&A and exit preparation for financial sponsors and strategic acquirers.
Senior investment executive with deep experience leading growth and buyout investments across technology, healthcare and industrials for middle-market funds. Adam J. Mehrer is known for sourcing deals, structuring equity and debt financings, and driving operational improvements at portfolio companies while serving on executive and board committees. Background blends investment banking and operating roles with a focus on value creation, strategic M&A and exit preparation for financial sponsors and strategic acquirers.
Investment Philosophy & Strategy
Prioritizes control-oriented growth and buyout investments in middle‑market technology, healthcare and industrials, deploying a hands‑on, operationally driven value‑creation playbook. Emphasizes disciplined underwriting that blends rigorous diligence, conservative capital structures and layered equity/debt financing to protect downside while enabling growth. Time horizon centers on 3–7 year exits achieved via strategic M&A or operational turnarounds. Leverages board roles, management incentives and bolt‑on acquisitions to accelerate margin expansion and exit readiness.
Prioritizes control-oriented growth and buyout investments in middle‑market technology, healthcare and industrials, deploying a hands‑on, operationally driven value‑creation playbook. Emphasizes disciplined underwriting that blends rigorous diligence, conservative capital structures and layered equity/debt financing to protect downside while enabling growth. Time horizon centers on 3–7 year exits achieved via strategic M&A or operational turnarounds. Leverages board roles, management incentives and bolt‑on acquisitions to accelerate margin expansion and exit readiness.
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:
0.03%
Gain
Monthly
0%
Yearly
0.02%
Drawdown
16.58%
$277.17M
Equity
Holdings
$277.17M
Investment
$228.51M
$48.71M
Profit +$625,504.94
Realized
$50,255.43
Unrealized
$48.66M
Dividends
$5.69M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$625,504.94
Win %
72%
This Week
Compared To Last Week
Gain
1.42%
Profit
$3.89M
Win %
72%
This Month
Compared to last month
Gain
3.19%
Profit
$8.56M
Win %
72%
This Year
Compared to last year
Gain
9.53%
Profit
$24.12M
Win %
71%
PANW Palo Alto Networks, Inc.
+2.26%
+$395,560.93 
CF CF Industries Holdings, Inc.
+2.06%
+$81,761.96 
MRK Merck & Co., Inc.
+2.01%
+$42,703.12 
JNJ Johnson & Johnson
+1.64%
+$20,879.45 
MOG-A Moog Inc.
+1.61%
+$99,988.14 
PM Philip Morris International Inc.
+1.51%
+$11,131.12 
XOM Exxon Mobil Corporation
+1.41%
+$22,638.15 
CVX Chevron Corporation
+1.37%
+$104,206.75 
LMT Lockheed Martin Corporation
+1.27%
+$134,681.25 
WTRG Essential Utilities Inc.
+1.23%
+$74,155.04 
VZ Verizon Communications Inc.
+1.19%
+$32,544.2 
MCK McKesson Corporation
+1.17%
+$4,907.5 
RTX RTX Corporation
+1.16%
+$2,871 
NSC Norfolk Southern Corporation
+1.09%
+$22,110.48 
LLY Eli Lilly and Company
+1.06%
+$12,615.27 
TGT Target Corporation
+1.02%
+$11,485.74 
GLD SPDR Gold Shares
+0.94%
+$2,145.59 
IAU iShares Gold Trust
+0.94%
+$102,389.7 
MPC Marathon Petroleum Corporation
+0.92%
+$38,693.22 
MKL Markel Group Inc.
+0.88%
+$2,454.47 
UNP Union Pacific Corporation
+0.85%
+$64,589.41 
HON Honeywell International Inc.
+0.81%
+$8,370.16 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$168,355.04 
SO The Southern Company
+0.69%
+$29,509.26 
NTAP NetApp, Inc.
+0.61%
+$15,837.78 
DUK Duke Energy Corporation
+0.6%
+$7,338.56 
D Dominion Energy, Inc.
+0.57%
+$30,143.61 
NEE NextEra Energy, Inc.
+0.52%
+$15,806.98 
AMLP Alerian MLP ETF
+0.46%
+$18,943.25 
JPM JPMorgan Chase & Co.
+0.41%
+$25,542.82 
KMB Kimberly-Clark Corporation
+0.37%
+$18,468.8 
PG Procter & Gamble Co
+0.28%
+$20,884.92 
AAPL Apple Inc.
+0.14%
+$26,694.91 
PFE Pfizer Inc.
+0.14%
+$5,336.48 
HII Huntington Ingalls Industries Inc.
+0.1%
+$245.39 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$1,890.27 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$283.05 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$1,496.22 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$1,004.25 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,746.3 
CSX CSX Corporation
+0.03%
+$70.19 
ALB Albemarle Corporation
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
+$5.09 
ISRG Intuitive Surgical, Inc.
-12.82%
-$26,315.99 
TSLA Tesla, Inc.
-2.86%
-$7,335.09 
MSFT Microsoft Corp.
-2.26%
-$319,817.27 
KO The Coca-Cola Company
-2.21%
-$19,119.6 
GOOG Alphabet Inc
-1.86%
-$28,809.49 
GOOGL Alphabet Inc
-1.82%
-$221,462.06 
V Visa Inc. Class A
-1.7%
-$44,818.71 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$12,973.51 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$10,530.15 
NVDA NVIDIA Corporation
-1.41%
-$11,755.16 
LOW Lowe's Companies Inc.
-1.12%
-$4,131 
AVGO Broadcom Inc.
-1.12%
-$69,245.88 
AUB Atlantic Union Bankshares Corporation
-1.04%
-$35,626.05 
C Citigroup Inc.
-0.98%
-$2,082.99 
CME CME Group Inc.
-0.93%
-$6,455.12 
DHR Danaher Corporation
-0.84%
-$54,366.98 
TOWN TowneBank
-0.8%
-$2,348.2 
VOO Vanguard S&P 500 ETF
-0.73%
-$1,838.42 
IVV iShares Core S&P 500 ETF
-0.72%
-$12,224.33 
SHW The Sherwin-Williams Company
-0.69%
-$34,375.12 
VB Vanguard Small-Cap ETF
-0.69%
-$2,280.72 
PEP PepsiCo, Inc.
-0.67%
-$46,391.19 
AMZN Amazon.com Inc
-0.6%
-$56,481 
HD The Home Depot, Inc.
-0.59%
-$3,184.08 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
-0.57%
-$2,963.74 
PNC The PNC Financial Services Group, Inc.
-0.53%
-$2,982.15 
RDVY First Trust Rising Dividend Achievers ETF
-0.5%
-$6,341.6 
MCD McDonald's Corporation
-0.33%
-$683.1 
JEPI JPMorgan Equity Premium Income Fund
-0.31%
-$1,012.37 
BRC Brady Corporation
-0.28%
-$7,371.78 
COST Costco Wholesale Corporation
-0.16%
-$430.5 
TSCO Tractor Supply Company
-0.02%
-$185.82 Events
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Dividends
Dividend Analysis
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| Trades 311 | Longs Won 198/311 63% | Profit Factor 6.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $831,383.66 |
| Average Win $294,022.1 | Best Trade (Jul 17) $9.05M | Sharpe Ratio -11.21 |
| Average Loss -$84,088.38 | Worst Trade (Dec 30) -$2.23M | Z-Score 6.09 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $156,637.91 |
| 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 | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
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