Harold Williams Portfolio
Invests via PRECEDENT WEALTH PARTNERS, LLC | Managed by J. Harold Williams, George F. Williams, Grant J. Williams, Bob Shea, Lad Perenyi, John Watson, Drew Casey
Invests via PRECEDENT WEALTH PARTNERS, LLC
Managed by J. Harold Williams, George F. Williams, Grant J. Williams, Bob Shea, Lad Perenyi, John Watson, Drew Casey
Automatically Tracked
Harold Williams Profile
Veteran private equity investor and former operating executive focused on industrials and services, with experience leading turnarounds, carve-outs and portfolio company operational improvements. Harold Williams is known for sourcing strategic add-ons, driving EBITDA expansion through margin improvement and working capital initiatives, and negotiating complex exits. Prior roles include senior operating posts and investment leadership at mid-market PE firms; frequently active as board chair in sponsored companies. Market reputation centers on pragmatic value creation and disciplined capital allocation.
Veteran private equity investor and former operating executive focused on industrials and services, with experience leading turnarounds, carve-outs and portfolio company operational improvements. Harold Williams is known for sourcing strategic add-ons, driving EBITDA expansion through margin improvement and working capital initiatives, and negotiating complex exits. Prior roles include senior operating posts and investment leadership at mid-market PE firms; frequently active as board chair in sponsored companies. Market reputation centers on pragmatic value creation and disciplined capital allocation.
Investment Philosophy & Strategy
Operates an operationally-driven private equity approach focused on mid-market industrials and services. Prioritizes control buyouts, carve-outs and turnarounds where hands-on operational work can expand EBITDA through margin improvements, working-capital optimization and strategic add-ons. Uses conservative leverage, rigorous underwriting and active board stewardship to de-risk execution and accelerate value creation. Targets 3–7 year hold periods with exit discipline, preferring structured deals that balance cash returns and optionality from operational transformation.
Operates an operationally-driven private equity approach focused on mid-market industrials and services. Prioritizes control buyouts, carve-outs and turnarounds where hands-on operational work can expand EBITDA through margin improvements, working-capital optimization and strategic add-ons. Uses conservative leverage, rigorous underwriting and active board stewardship to de-risk execution and accelerate value creation. Targets 3–7 year hold periods with exit discipline, preferring structured deals that balance cash returns and optionality from operational transformation.
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:
4.39%
Gain
Monthly
0.14%
Yearly
1.7%
Drawdown
31.84%
$542.06M
Equity
Holdings
$542.06M
Investment
$435.95M
$115.47M
Profit +$417,659.2
Realized
$9.36M
Unrealized
$106.11M
Dividends
$19.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$417,659.2
Win %
70%
This Week
Compared To Last Week
Gain
0.004%
Profit
$20,469.66
Win %
70%
This Month
Compared to last month
Gain
-0.1%
Profit
-$534,578.77
Win %
70%
This Year
Compared to last year
Gain
8.49%
Profit
$42.37M
Win %
71%
ABT Abbott Laboratories
+11.01%
+$34,424.66 
INTU Intuit Inc.
+5.47%
+$43,813.5 
DG Dollar General Corporation
+4.81%
+$95,944.31 
ACN Accenture plc Class A
+4.24%
+$47,456.08 
SYK Stryker Corporation
+4.12%
+$10,324.85 
ITW Illinois Tool Works Inc.
+3.94%
+$75,627.6 
ZTS Zoetis Inc.
+3.6%
+$33,094.9 
MRK Merck & Co., Inc.
+3.54%
+$99,417.5 
NKE Nike, Inc. - Class B
+3.33%
+$37,685.55 
ADP Automatic Data Processing Inc.
+3.33%
+$65,667.17 
UNH UnitedHealth Group Incorporated
+3.17%
+$59,829.78 
ABBV AbbVie Inc.
+3.14%
+$93,957.47 
PEY Invesco High Yield Equity Dividend Achievers ETF
+3.1%
+$11,251.7 
FIS Fidelity National Information Services, Inc.
+3.09%
+$65,858.39 
KR Kroger Co.
+2.85%
+$52,804.04 
MO Altria Group, Inc.
+2.72%
+$69,573.87 
WSM Williams-Sonoma, Inc.
+2.71%
+$110,150.82 
AMGN Amgen Inc.
+2.7%
+$78,745.75 
VZ Verizon Communications Inc.
+2.7%
+$49,275.76 
T AT&T Inc.
+2.66%
+$7,167.75 
HSY The Hershey Company
+2.65%
+$43,544.05 
VLO Valero Energy Corporation
+2.63%
+$15,420 
MCD McDonald's Corporation
+2.57%
+$57,530.96 
KNF Knife River Corporation
+2.52%
+$7,334.01 
CMCSA Comcast Corp
+2.49%
+$33,366.06 
KO The Coca-Cola Company
+2.48%
+$48,020.69 
COST Costco Wholesale Corporation
+2.45%
+$10,156.26 
PEP PepsiCo, Inc.
+2.42%
+$9,752.95 
WMT Walmart Inc.
+2.38%
+$21,630.28 
MA Mastercard Incorporated
+2.27%
+$5,841.84 
TGT Target Corporation
+2.1%
+$49,766.13 
SHOP Shopify Inc.
+2.07%
+$12,925.75 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$32,368 
HD The Home Depot, Inc.
+1.91%
+$37,419.54 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.89%
+$32,182.2 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.86%
+$17,941.6 
SDY SPDR S&P Dividend ETF
+1.86%
+$180,269.14 
V Visa Inc. Class A
+1.77%
+$9,699.69 
PG Procter & Gamble Co
+1.72%
+$4,031.55 
DHS WisdomTree U.S. High Dividend Fund
+1.71%
+$107,362.92 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.69%
+$27,869.12 
MET MetLife Inc.
+1.6%
+$41,383.76 
DVY iShares Select Dividend ETF
+1.58%
+$26,112.13 
AFL Aflac Inc.
+1.53%
+$7,187.25 
MSFT Microsoft Corp.
+1.51%
+$62,997.31 
AOS A. O. Smith Corporation
+1.46%
+$24,355.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.43%
+$180,352.44 
EES WisdomTree U.S. SmallCap Fund
+1.34%
+$6,108.52 
AAPL Apple Inc.
+1.3%
+$101,629.57 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$161,833.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$7,048.47 
FDX FedEx Corporation
+1.19%
+$21,663.78 
CVX Chevron Corporation
+1.17%
+$32,987.31 
LLY Eli Lilly and Company
+1.16%
+$4,291.77 
KMI Kinder Morgan, Inc.
+1.1%
+$30,724.19 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
+0.96%
+$23,866.35 
DUK Duke Energy Corporation
+0.92%
+$19,376.83 
IWD iShares Russell 1000 Value ETF
+0.86%
+$28,003.25 
XOM Exxon Mobil Corporation
+0.84%
+$42,261.67 
AXP American Express Company
+0.83%
+$6,078.67 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.81%
+$3,096.26 
OC Owens Corning
+0.77%
+$15,268.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$50,428.44 
EOG EOG Resources, Inc.
+0.69%
+$8,129.91 
COP ConocoPhillips
+0.65%
+$6,142.93 
WEC WEC Energy Group Inc.
+0.62%
+$9,074.1 
JNJ Johnson & Johnson
+0.61%
+$19,516.8 
APD Air Products and Chemicals, Inc.
+0.61%
+$11,816.93 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$1,633.05 
FDVV Fidelity High Dividend ETF
+0.58%
+$15,028.7 
AMZN Amazon.com Inc
+0.57%
+$8,826.15 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$12,164.66 
VTV Vanguard Value ETF
+0.43%
+$3,546.45 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$16,581.6 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$38,544.68 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$11,778.56 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.39%
+$1,428.7 
XMHQ Invesco S&P MidCap Quality ETF
+0.37%
+$45,052.82 
PRF Invesco FTSE RAFI US 1000 ETF
+0.37%
+$20,027.4 
WMB The Williams Companies, Inc.
+0.36%
+$1,966.68 
NFLX Netflix, Inc.
+0.28%
+$550.18 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$1,069.53 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$2,508.96 
BAC Bank of America Corporation
+0.19%
+$5,894.44 
LMT Lockheed Martin Corporation
+0.14%
+$3,225.94 
MDU MDU Resources Group, Inc.
+0.07%
+$212.62 
GOOG Alphabet Inc
+0.06%
+$685.12 
GOOGL Alphabet Inc
+0.06%
+$976.06 
JANM FT Vest US Equity Maximum Buffer ETF - January
+0.04%
+$127.19 
STEL Stellar Bancorp Inc.
+0.03%
+$153.38 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$979.89 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$713.69 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
0%
$0 
BUFH
0%
$0 
DECM
0%
$0 
MAYM
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.79%
-$56,622.72 
VST Vistra Corp
-5.39%
-$14,203.72 
MS Morgan Stanley
-4.58%
-$18,188.15 
ORCL Oracle Corporation
-4.53%
-$8,874 
LRCX Lam Research Corporation
-4.45%
-$473,777.7 
AVGO Broadcom Inc.
-4.18%
-$314,698.65 
CAT Caterpillar Inc.
-3.64%
-$147,951.24 
QCOM QUALCOMM Incorporated
-3.61%
-$93,216.25 
CMI Cummins Inc.
-3.22%
-$41,216.81 
CSCO Cisco Systems, Inc.
-2.65%
-$23,147.2 
ECG Everus Construction Group, Inc.
-2.62%
-$12,861.09 
NVDA NVIDIA Corporation
-2.58%
-$55,784.01 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$7,838.38 
AMAT Applied Materials, Inc.
-2.24%
-$15,754.32 
META Meta Platforms Inc Class A
-1.85%
-$15,857 
GLD SPDR Gold Shares
-1.82%
-$3,730.27 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$5,228.52 
VONG Vanguard Russell 1000 Growth Fund
-1.49%
-$8,875.44 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.43%
-$10,502.51 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$12,561.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$2,675.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$392,900.2 
VUG Vanguard Growth ETF
-0.93%
-$3,207.84 
DXJ WisdomTree Japan Hedged Equity Fund
-0.8%
-$99,103.26 
EFA iShares MSCI EAFE ETF
-0.76%
-$98,213.6 
XLG Invesco S&P 500 Top 50 ETF
-0.74%
-$80,546.92 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.72%
-$88,186.54 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$1,175.29 
VTHR Vanguard Russell 3000 ETF
-0.45%
-$2,433.91 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.38%
-$1,138.08 
NZF Nuveen Municipal Credit Income Fund
-0.36%
-$492.8 
BLK BlackRock, Inc.
-0.36%
-$8,798.4 
PLTR Palantir Technologies Inc.
-0.36%
-$1,714.22 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$31,353.35 
IVV iShares Core S&P 500 ETF
-0.34%
-$51,439.23 
VOO Vanguard S&P 500 ETF
-0.33%
-$50,242.58 
SCHB Schwab U.S. Broad Market ETF
-0.33%
-$1,379.97 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$5,040.54 
JPM JPMorgan Chase & Co.
-0.32%
-$14,226.17 
IDV iShares International Select Dividend ETF
-0.32%
-$2,540.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$92,524.68 
VXF Vanguard Extended Market ETF
-0.28%
-$3,477.3 
IWB iShares Russell 1000 ETF
-0.27%
-$10,644.47 
VONE Vanguard Russell 1000 ETF
-0.25%
-$15,526.17 
IGV iShares Expanded Tech-Software Sector ETF
-0.23%
-$6,082.34 
BSMW Invesco BulletShares 2032 Municipal Bond ETF
-0.18%
-$7,260.98 
BUFR FT Vestladder Buffer ETF-USD I
-0.18%
-$3,345.81 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.17%
-$6,686.65 
BSMY Invesco BulletShares 2034 Municipal Bond ETF
-0.14%
-$722.15 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$4,418.65 
MUB iShares National Muni Bond ETF
-0.13%
-$7,331.18 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.11%
-$4,157.48 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.1%
-$3,441.05 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,324.05 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$1,467.66 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$2,556.15 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.07%
-$2,794.43 
DNOV FT Vest US Equity Deep Buffer Fund
-0.07%
-$2,387.36 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.07%
-$3,733.2 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.06%
-$1,928.12 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.05%
-$370.35 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.05%
-$1,004.75 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$1,523.4 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.04%
-$1,253.13 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.03%
-$1,041.74 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$811.5 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$728.14 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$698.89 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$42.12 
BSSX Invesco BulletShares 2033 Municipal Bond ETF
-0.02%
-$723.71 Events
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Dividends
Dividend Analysis
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| Trades 1375 | Longs Won 968/1375 70% | Profit Factor 12.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $438,904.21 |
| Average Win $129,909.94 | Best Trade (Jul 16) $10.42M | Sharpe Ratio -43.8 |
| Average Loss -$24,049.68 | Worst Trade (Jul 13) -$664,736.75 | Z-Score 10.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $83,977.31 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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Option values are updated at end of day.
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