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:
27.87%
Gain +0.35%
Monthly
1.34%
Yearly
17.28%
Drawdown
10.96%
$294.36M
Equity
Holdings
$294.36M
Investment
$235.87M
$61.51M
Profit +$991,127.86
Realized
$3.02M
Unrealized
$58.49M
Dividends
$7.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$991,127.86
Win %
72%
This Week
Compared To Last Week
Gain
0.63%
Profit
$1.83M
Win %
72%
This Month
Compared to last month
Gain
2.84%
Profit
$8.13M
Win %
72%
This Year
Compared to last year
Gain
6.86%
Profit
$18.91M
Win %
71%
DECK Deckers Outdoor Corporation
+5.23%
+$59,598.12 
HONA Honeywell Aerospace Inc.
+5.12%
+$42,562.14 
LLY Eli Lilly and Company
+4.7%
+$74,692.01 
KMB Kimberly-Clark Corporation
+4.41%
+$200,359.42 
LOW Lowe's Companies Inc.
+3.83%
+$12,245.44 
SHW The Sherwin-Williams Company
+3.69%
+$175,893.3 
HD The Home Depot, Inc.
+3.5%
+$15,449.65 
DHR Danaher Corporation
+3.44%
+$219,487.32 
TMO Thermo Fisher Scientific Inc.
+3.4%
+$31,174.22 
V Visa Inc. Class A
+2.71%
+$75,869.28 
ABT Abbott Laboratories
+2.3%
+$8,315.5 
MCK McKesson Corporation
+2.03%
+$9,910 
MCD McDonald's Corporation
+1.97%
+$3,563.51 
LMT Lockheed Martin Corporation
+1.77%
+$189,923.76 
AUB Atlantic Union Bankshares Corporation
+1.67%
+$51,342.5 
WTRG Essential Utilities Inc.
+1.66%
+$100,522.62 
PFE Pfizer Inc.
+1.64%
+$82,408.23 
ISRG Intuitive Surgical, Inc.
+1.62%
+$4,691.9 
MKL Markel Group Inc.
+1.57%
+$4,006.53 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$29,431.53 
IAU iShares Gold Trust
+1.32%
+$147,307.96 
GLD SPDR Gold Shares
+1.31%
+$3,091.11 
TGT Target Corporation
+1.11%
+$16,357.15 
TOWN TowneBank
+1.09%
+$4,115.4 
MSFT Microsoft Corp.
+1.04%
+$194,595.17 
VB Vanguard Small-Cap ETF
+0.97%
+$3,085.68 
CSX CSX Corporation
+0.9%
+$2,041.45 
COST Costco Wholesale Corporation
+0.84%
+$2,370.62 
CME CME Group Inc.
+0.8%
+$6,443.28 
UNP Union Pacific Corporation
+0.78%
+$57,629.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.76%
+$9,891.45 
PG Procter & Gamble Co
+0.75%
+$58,452.03 
VZ Verizon Communications Inc.
+0.71%
+$19,893.83 
XYL Xylem Inc.
+0.69%
+$16,310.17 
KO The Coca-Cola Company
+0.68%
+$6,076 
TRV The Travelers Companies, Inc.
+0.65%
+$1,549.8 
PEP PepsiCo, Inc.
+0.62%
+$40,147.91 
NEE NextEra Energy, Inc.
+0.61%
+$16,320 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.6%
+$3,247.16 
TSCO Tractor Supply Company
+0.6%
+$10,012.47 
JCPB JPMorgan Core Plus Bond ETF
+0.58%
+$1,844.44 
GOOGL Alphabet Inc
+0.52%
+$57,484.48 
GOOG Alphabet Inc
+0.49%
+$6,918.85 
C Citigroup Inc.
+0.44%
+$861.88 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,571.67 
NSC Norfolk Southern Corporation
+0.4%
+$7,453.44 
MRK Merck & Co., Inc.
+0.35%
+$9,324.12 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$62,278.36 
BRC Brady Corporation
+0.15%
+$3,648.19 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$3,713.06 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.06%
+$1,480.35 
HII Huntington Ingalls Industries Inc.
+0.04%
+$111.12 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$738.25 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,511.55 
VOO Vanguard S&P 500 ETF
+0.02%
+$47.32 
IVV iShares Core S&P 500 ETF
+0.01%
+$155.33 
HONIV Honeywell International Inc.
0%
$0 
NTAP NetApp, Inc.
-3.95%
-$140,559.02 
PM Philip Morris International Inc.
-2.4%
-$19,187.56 
AVGO Broadcom Inc.
-2.38%
-$135,457.57 
MOG-A Moog Inc.
-2.06%
-$122,828.28 
NVDA NVIDIA Corporation
-1.93%
-$17,413.06 
TSLA Tesla, Inc.
-1.79%
-$4,112.15 
MPC Marathon Petroleum Corporation
-1.75%
-$116,209.92 
BMI Badger Meter Inc.
-1.65%
-$43,038.32 
PANW Palo Alto Networks, Inc.
-1.63%
-$276,062.02 
XOM Exxon Mobil Corporation
-1.19%
-$22,050 
CVX Chevron Corporation
-1.02%
-$94,243.3 
AMLP Alerian MLP ETF
-0.78%
-$31,860.69 
ALB Albemarle Corporation
-0.67%
-$2,204.41 
CF CF Industries Holdings, Inc.
-0.65%
-$25,902.8 
ASML ASML Holding N.V. New York Registry Shares
-0.5%
-$3,864.15 
RTX RTX Corporation
-0.42%
-$1,001.66 
JPM JPMorgan Chase & Co.
-0.39%
-$24,760.91 
PNC The PNC Financial Services Group, Inc.
-0.26%
-$1,304.8 
AAPL Apple Inc.
-0.24%
-$46,358.66 
AVDV Avantis International Small Cap Value ETF
-0.22%
-$479.28 
SO The Southern Company
-0.2%
-$7,703.15 
AMZN Amazon.com Inc
-0.17%
-$16,498.31 
DUK Duke Energy Corporation
-0.12%
-$1,404.2 
JNJ Johnson & Johnson
-0.05%
-$654.55 
D Dominion Energy, Inc.
-0.01%
-$368.21 Events
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Dividends
Dividend Analysis
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| Trades 379 | Longs Won 249/379 65% | Profit Factor 7.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $810,943.99 |
| Average Win $282,396.81 | Best Trade (Oct 14) $8.9M | Sharpe Ratio -11.37 |
| Average Loss -$67,750.86 | Worst Trade (Dec 30) -$2.23M | Z-Score 8.07 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $162,293.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,348 | 3,913 | 3,478 | 3,043 | 2,609 | 2,174 | 1,739 | 1,304 | 870 | 435 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,193 | $12.48M | $19.23M | - | $6.74M | 54.03% | -0.241% |
| ABT Abbott Laboratories | 3,531 | $320,403 | $369,678.04 | - | $49,275.04 | 15.38% | +2.301% |
| ALB Albemarle Corporation | 3,339 | $240,474.81 | $324,917.42 | - | $84,442.61 | 35.11% | -0.674% |
| AMLP Alerian MLP ETF | 77,709 | $3.68M | $4.04M | - | $354,301.58 | 9.62% | -0.783% |
| AMZN Amazon.com Inc | 37,496 | $7.14M | $9.51M | - | $2.37M | 33.24% | -0.173% |
| ASML ASML Holding N.V. New York Registry Shares | 465 | $409,820.66 | $763,385.85 | - | $353,565.19 | 86.27% | -0.504% |
| AUB Atlantic Union Bankshares Corporation | 82,148 | $2.94M | $3.13M | - | $189,944.43 | 6.47% | +1.669% |
| AVDV Avantis International Small Cap Value ETF | 1,997 | $205,791 | $213,758.88 | - | $7,967.88 | 3.87% | -0.224% |
| AVGO Broadcom Inc. | 16,459 | $3.15M | $5.56M | - | $2.41M | 76.39% | -2.377% |
| BMI Badger Meter Inc. | 20,301 | $3.01M | $2.56M | - | -$447,433.66 | -14.85% | -1.65% |
| BRC Brady Corporation | 28,063 | $2.2M | $2.35M | - | $148,083.96 | 6.72% | +0.155% |
| BRK-B Berkshire Hathaway Inc. | 42,803 | $22.8M | $22.59M | - | -$204,400.51 | -0.9% | +0.276% |
| C Citigroup Inc. | 1,611 | $182,703.51 | $197,838.85 | - | $15,135.34 | 8.28% | +0.438% |
| CF CF Industries Holdings, Inc. | 33,640 | $2.63M | $3.99M | - | $1.36M | 51.65% | -0.645% |
| CME CME Group Inc. | 2,826 | $749,711.09 | $813,520.62 | - | $63,809.53 | 8.51% | +0.798% |
| COST Costco Wholesale Corporation | 287 | $296,255 | $284,204.62 | - | -$12,050.38 | -4.07% | +0.841% |
| CSX CSX Corporation | 4,693 | $192,738.32 | $228,619.49 | - | $35,881.17 | 18.62% | +0.901% |
| CVX Chevron Corporation | 41,517 | $6.91M | $9.12M | - | $2.21M | 32.04% | -1.022% |
| D Dominion Energy, Inc. | 73,643 | $4.13M | $4.62M | - | $493,434.87 | 11.94% | -0.008% |
| DECK Deckers Outdoor Corporation | 13,764 | $1.37M | $1.2M | - | -$167,095.4 | -12.23% | +5.228% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Adam J. Mehrer?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.61M, Ferguson Enterprises Inc - $1.56M, Broadcom Inc - $862,395.65, Microsoft Corp - $813,644.56, and Palo Alto Networks, Inc - $756,800.11. 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: Kenvue Inc - $2.07M, ConocoPhillips - $260,532.8, Oaktree Specialty Lending Corporation - $206,561.19, Zoetis Inc - $161,237.75, and Accenture plc Class A - $140,926.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adam J. Mehrer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.03M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $442,176.76, Lockheed Martin Corporation - $428,763.15, Chevron Corporation - $425,080.97, Oaktree Specialty Lending Corporation - $401,712.3, and JPMorgan Ultra-Short Income ETF - $347,430.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adam J. Mehrer's monthly returns?
Adam J. Mehrer'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 Adam J. Mehrer's strategy be considered aggressive or moderate?
Adam J. Mehrer'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 Adam J. Mehrer's strategy?
Adam J. Mehrer'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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