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:
27.4%
Gain +0.46%
Monthly
1.43%
Yearly
18.61%
Drawdown
10.96%
$293.24M
Equity
Holdings
$293.24M
Investment
$235.87M
$60.39M
Profit +$1.36M
Realized
$3.02M
Unrealized
$57.37M
Dividends
$6.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$1.36M
Win %
77%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.36M
Win %
77%
This Month
Compared to last month
Gain
2.94%
Profit
$8.38M
Win %
77%
This Year
Compared to last year
Gain
6.46%
Profit
$17.79M
Win %
75%
ALB Albemarle Corporation
+4.34%
+$18,932.1 
MOG-A Moog Inc.
+3.29%
+$225,881.85 
LMT Lockheed Martin Corporation
+1.78%
+$218,606.55 
MCK McKesson Corporation
+1.44%
+$6,155 
CVX Chevron Corporation
+1.16%
+$95,489.1 
RTX RTX Corporation
+1.13%
+$3,177.24 
AMLP Alerian MLP ETF
+1.12%
+$47,402.49 
CF CF Industries Holdings, Inc.
+1.07%
+$42,049.9 
NTAP NetApp, Inc.
+1.02%
+$33,458.68 
CME CME Group Inc.
+0.97%
+$7,319.34 
XOM Exxon Mobil Corporation
+0.94%
+$15,645.1 
PM Philip Morris International Inc.
+0.78%
+$5,760.16 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$4,124.1 
TSLA Tesla, Inc.
+0.68%
+$1,441.44 
GLD SPDR Gold Shares
+0.63%
+$1,580.05 
IAU iShares Gold Trust
+0.61%
+$72,565.5 
HII Huntington Ingalls Industries Inc.
+0.6%
+$1,805.68 
MKL Markel Group Inc.
+0.56%
+$1,456.92 
VZ Verizon Communications Inc.
+0.54%
+$16,420.3 
AUB Atlantic Union Bankshares Corporation
+0.52%
+$18,072.56 
C Citigroup Inc.
+0.43%
+$966.6 
D Dominion Energy, Inc.
+0.34%
+$16,937.89 
KO The Coca-Cola Company
+0.33%
+$2,842 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$698.95 
BMI Badger Meter Inc.
+0.3%
+$7,917.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$5,695.2 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.26%
+$1,443.18 
VB Vanguard Small-Cap ETF
+0.24%
+$838.5 
AAPL Apple Inc.
+0.22%
+$37,649.31 
MRK Merck & Co., Inc.
+0.21%
+$5,199.99 
MCD McDonald's Corporation
+0.21%
+$440.21 
NEE NextEra Energy, Inc.
+0.21%
+$6,119.93 
BRC Brady Corporation
+0.2%
+$5,331.97 
PG Procter & Gamble Co
+0.2%
+$14,488.61 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$641.5 
PEP PepsiCo, Inc.
+0.12%
+$8,487.43 
LOW Lowe's Companies Inc.
+0.12%
+$425 
TRV The Travelers Companies, Inc.
+0.1%
+$226.79 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.07%
+$1,727.08 
CSX CSX Corporation
+0.04%
+$93.86 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$3,348.74 
SO The Southern Company
+0.01%
+$440.18 
HONIV Honeywell International Inc.
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$408,677.3 
PANW Palo Alto Networks, Inc.
-2.96%
-$529,985.31 
LLY Eli Lilly and Company
-2.38%
-$37,924.56 
HONA Honeywell Aerospace Inc.
-2.03%
-$18,309.15 
ISRG Intuitive Surgical, Inc.
-1.69%
-$4,671.15 
UNP Union Pacific Corporation
-1.38%
-$106,692.01 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$10,366.44 
NSC Norfolk Southern Corporation
-1.02%
-$20,031.18 
TSCO Tractor Supply Company
-0.94%
-$17,457.64 
AMZN Amazon.com Inc
-0.94%
-$92,990.45 
HD The Home Depot, Inc.
-0.83%
-$4,237.31 
DHR Danaher Corporation
-0.71%
-$40,940.64 
SHW The Sherwin-Williams Company
-0.68%
-$35,941.21 
TGT Target Corporation
-0.66%
-$9,738.56 
JNJ Johnson & Johnson
-0.66%
-$8,710.43 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$124,128.7 
XYL Xylem Inc.
-0.53%
-$14,806.4 
DUK Duke Energy Corporation
-0.46%
-$5,717.1 
V Visa Inc. Class A
-0.36%
-$9,287.34 
MSFT Microsoft Corp.
-0.3%
-$52,080.07 
KMB Kimberly-Clark Corporation
-0.28%
-$14,164.52 
MPC Marathon Petroleum Corporation
-0.27%
-$13,018.66 
JCPB JPMorgan Core Plus Bond ETF
-0.23%
-$744.87 
DECK Deckers Outdoor Corporation
-0.23%
-$2,890.5 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$1,776.33 
WTRG Essential Utilities Inc.
-0.2%
-$12,184.56 
VOO Vanguard S&P 500 ETF
-0.19%
-$487.77 
IVV iShares Core S&P 500 ETF
-0.18%
-$3,173.15 
GOOGL Alphabet Inc
-0.13%
-$14,690.56 
GOOG Alphabet Inc
-0.12%
-$1,657.16 
COST Costco Wholesale Corporation
-0.08%
-$215.25 
JPM JPMorgan Chase & Co.
-0.07%
-$5,142.5 
NVDA NVIDIA Corporation
-0.06%
-$570.92 
PFE Pfizer Inc.
-0.04%
-$1,722.22 
RDVY First Trust Rising Dividend Achievers ETF
-0.04%
-$494.49 
TOWN TowneBank
-0.03%
-$108.3 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$492.17 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$571.24 
ABT Abbott Laboratories
-0.02%
-$70.62 Events
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Dividends
Dividend Analysis
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| Trades 379 | Longs Won 259/379 68% | Profit Factor 7.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $782,495.21 |
| Average Win $269,441.18 | Best Trade (Aug 17) $9.18M | Sharpe Ratio -11.5 |
| Average Loss -$78,289.27 | Worst Trade (Dec 30) -$2.23M | Z-Score 8.62 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $159,341.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,745 | 3,371 | 2,996 | 2,622 | 2,247 | 1,873 | 1,498 | 1,124 | 749 | 375 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,193 | $12.48M | $17.19M | - | $4.71M | 37.73% | +0.219% |
| ABT Abbott Laboratories | 3,531 | $320,403 | $392,823.75 | - | $72,420.75 | 22.6% | -0.018% |
| ALB Albemarle Corporation | 3,339 | $240,474.81 | $454,604.82 | - | $214,130.01 | 89.04% | +4.345% |
| AMLP Alerian MLP ETF | 77,709 | $3.68M | $4.27M | - | $586,651.49 | 15.92% | +1.122% |
| AMZN Amazon.com Inc | 37,496 | $7.14M | $9.85M | - | $2.71M | 37.97% | -0.935% |
| ASML ASML Holding N.V. New York Registry Shares | 465 | $409,820.66 | $857,497.18 | - | $447,676.52 | 109.24% | -0.207% |
| AUB Atlantic Union Bankshares Corporation | 82,148 | $2.94M | $3.52M | - | $584,665.57 | 19.9% | +0.516% |
| AVDV Avantis International Small Cap Value ETF | 1,997 | $205,791 | $221,387.42 | - | $15,596.42 | 7.58% | +0.317% |
| AVGO Broadcom Inc. | 16,459 | $3.15M | $6.47M | - | $3.31M | 105.08% | -5.943% |
| BMI Badger Meter Inc. | 20,301 | $3.01M | $2.66M | - | -$356,484.98 | -11.83% | +0.299% |
| BRC Brady Corporation | 28,063 | $2.2M | $2.64M | - | $438,816.64 | 19.92% | +0.202% |
| BRK-B Berkshire Hathaway Inc. | 42,803 | $22.8M | $21.57M | - | -$1.22M | -5.36% | -0.572% |
| C Citigroup Inc. | 1,611 | $182,703.51 | $224,460.63 | - | $41,757.12 | 22.86% | +0.432% |
| CF CF Industries Holdings, Inc. | 33,640 | $2.63M | $3.98M | - | $1.35M | 51.15% | +1.068% |
| CME CME Group Inc. | 2,826 | $749,711.09 | $762,454.77 | - | $12,743.68 | 1.7% | +0.969% |
| COST Costco Wholesale Corporation | 287 | $296,255 | $275,835.69 | - | -$20,419.31 | -6.89% | -0.078% |
| CSX CSX Corporation | 4,693 | $192,738.32 | $235,400.88 | - | $42,662.56 | 22.13% | +0.04% |
| CVX Chevron Corporation | 41,517 | $6.91M | $8.3M | - | $1.39M | 20.16% | +1.163% |
| D Dominion Energy, Inc. | 73,643 | $4.13M | $5.06M | - | $933,451.8 | 22.6% | +0.336% |
| DECK Deckers Outdoor Corporation | 13,764 | $1.37M | $1.28M | - | -$85,337.3 | -6.24% | -0.225% |
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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 - $1.6M, Ferguson Enterprises Inc - $1.56M, Broadcom Inc - $851,697.3, Microsoft Corp - $781,622.57, 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 $6.25M earned over time. The largest contributors to dividend income include Oaktree Specialty Lending Corporation - $401,712.3, PepsiCo, Inc - $368,281.84, Lockheed Martin Corporation - $358,079.55, Chevron Corporation - $351,180.71, and Procter & Gamble Co - $322,538.71. 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.
