Jeff Kautz Portfolio
Invests via QSV Equity Investors LLC | Managed by Jeff Kautz, Randy Hughes
Invests via QSV Equity Investors LLC
Managed by Jeff Kautz, Randy Hughes
Automatically Tracked
Jeff Kautz Profile
Veteran growth-stage investor and operator concentrating on technology and consumer sectors, Jeff Kautz leverages cross-border deal experience and operational leadership to source and scale high-growth companies. He combines prior operating roles with private equity and venture investing, focusing on revenue acceleration, commercial strategy, and board governance. Market-facing profile emphasizes hands-on portfolio support, follow-on capital coordination and exit readiness for institutional LPs and strategic acquirers.
Veteran growth-stage investor and operator concentrating on technology and consumer sectors, Jeff Kautz leverages cross-border deal experience and operational leadership to source and scale high-growth companies. He combines prior operating roles with private equity and venture investing, focusing on revenue acceleration, commercial strategy, and board governance. Market-facing profile emphasizes hands-on portfolio support, follow-on capital coordination and exit readiness for institutional LPs and strategic acquirers.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities, deploying capital and operational leadership to accelerate revenue, commercial go-to-market and unit economics. Prefers concentrated, hands-on investments with board-level governance, milestone-based follow-on funding and cross-border exit pathways. Underwrites deals for scalable repeatability, prioritizing companies with clear distribution leverage, measurable KPIs and path-to-profitability over a multi-year scaling horizon.
Focuses on growth-stage technology and consumer opportunities, deploying capital and operational leadership to accelerate revenue, commercial go-to-market and unit economics. Prefers concentrated, hands-on investments with board-level governance, milestone-based follow-on funding and cross-border exit pathways. Underwrites deals for scalable repeatability, prioritizing companies with clear distribution leverage, measurable KPIs and path-to-profitability over a multi-year scaling horizon.
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:
9.38%
Gain -0.13%
Monthly
0.28%
Yearly
3.42%
Drawdown
23.14%
$76.47M
Equity
Holdings
$76.47M
Investment
$66.51M
$9.05M
Profit -$146,403.6
Realized
-$911,886.27
Unrealized
$9.96M
Dividends
$4.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$146,403.6
Win %
60%
This Week
Compared To Last Week
Gain
-2.47%
Profit
-$1.94M
Win %
60%
This Month
Compared to last month
Gain
-0.19%
Profit
-$146,403.6
Win %
60%
This Year
Compared to last year
Gain
13.1%
Profit
$8.86M
Win %
60%
SPSC SPS Commerce Inc.
+11.48%
+$77,868 
MSA Msa Safety Inc.
+9.13%
+$22,479.03 
AEIS Advanced Energy Industries Inc.
+5.56%
+$61,451.94 
WHD Cactus Inc.
+4.86%
+$59,914.09 
LBRT Liberty Energy Inc.
+4.23%
+$36,899.52 
CGNX Cognex Corporation
+4.18%
+$49,633.28 
KWR Quaker Chemical Corporation
+3.62%
+$39,844 
LSTR Landstar System Inc.
+3.21%
+$45,481.68 
EVR Evercore Inc.
+2.46%
+$26,153.69 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$4,158.09 
HAL Halliburton Company
+1.93%
+$6,785.64 
ZBRA Zebra Technologies Corporation
+1.82%
+$5,297.25 
TNC Tennant Company
+1.63%
+$16,042.04 
PAYC Paycom Software, Inc.
+1.51%
+$4,345.66 
WD Walker & Dunlop Inc.
+1.26%
+$7,720.86 
BRC Brady Corporation
+1.21%
+$21,329.88 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,219.37 
THG Hanover Insurance Group, Inc.
+1.1%
+$18,310.89 
ESAB Esab Corporation
+1.1%
+$7,454.2 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$20,362.32 
HWC Hancock Whitney Corporation
+0.93%
+$11,695.12 
ZD Ziff Davis, Inc.
+0.89%
+$9,761.94 
CNS Cohen & Steers Inc.
+0.86%
+$9,151.8 
HAE Haemonetics Corporation
+0.85%
+$10,104.48 
DOX Amdocs Limited
+0.8%
+$1,253.56 
ALG Alamo Group Inc.
+0.79%
+$6,393.45 
CTRE CareTrust REIT Inc.
+0.72%
+$11,807.7 
CXT Crane NXT Co.
+0.68%
+$4,635.4 
GBCI Glacier Bancorp Inc.
+0.65%
+$10,107.84 
ABM ABM Industries Inc.
+0.65%
+$6,588.12 
UFPI UFP Industries, Inc.
+0.65%
+$4,674.88 
PRGS Progress Software Corporation
+0.62%
+$6,203.5 
OZK Bank OZK
+0.61%
+$10,176.37 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$527.36 
SBCF Seacoast Banking Corporation of Florida
+0.49%
+$5,436.6 
FBK FB Financial Corp
+0.47%
+$6,550.65 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,394.65 
OTIS Otis Worldwide Corporation
+0.36%
+$1,073.54 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,188.01 
FDS FactSet Research Systems Inc.
+0.07%
+$171.88 
ICFI ICF International Inc.
+0.05%
+$488.72 
PSTL Postal Realty Trust, Inc.
+0.04%
+$692.53 
RLI RLI Corp.
+0.02%
+$87.39 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
EHI Western Asset Global High Income Fund Inc.
0%
$0 
TNET TriNet Group, Inc.
-8.15%
-$84,025.92 
TYL Tyler Technologies Inc.
-4.24%
-$7,101.77 
EVTC Evertec, Inc.
-3.67%
-$33,104.08 
ASTH Astrana Health Inc.
-3.05%
-$33,360.32 
BRKR Bruker Corporation
-2.33%
-$27,094.5 
CPAY Corpay, Inc.
-2.05%
-$6,752.44 
LH Labcorp Holdings Inc.
-2.01%
-$10,001.38 
JLL Jones Lang LaSalle Inc.
-1.85%
-$7,265.34 
GMED Globus Medical Inc.
-1.83%
-$24,743.04 
NSA National Storage Affiliates Trust
-1.74%
-$25,175.15 
NXRT NexPoint Residential Trust Inc.
-1.66%
-$11,512.6 
CPRT Copart Inc.
-1.52%
-$3,041.1 
USPH U.S. Physical Therapy Inc.
-1.33%
-$10,494.58 
ATEN A10 Networks, Inc.
-1.27%
-$16,706.7 
REYN Reynolds Consumer Products Inc.
-1.27%
-$8,878.4 
EXLS ExlService Holdings Inc.
-1.25%
-$12,644.15 
GNTX Gentex Corporation
-1.18%
-$13,103.16 
ICLR ICON plc
-1.18%
-$2,667.55 
INVA Innoviva Inc.
-1.18%
-$13,392.75 
PRI Primerica Inc.
-1.04%
-$17,445.22 
ADUS Addus HomeCare Corporation
-1.03%
-$8,875.2 
NDAQ Nasdaq, Inc.
-1.02%
-$2,313.45 
ROL Rollins, Inc.
-0.99%
-$2,471.9 
FAF First American Financial Corporation
-0.71%
-$6,876.36 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$2,404.88 
HBNC Horizon Bancorp, Inc.
-0.63%
-$6,852.04 
ITRN Ituran Location and Control Ltd.
-0.54%
-$10,143 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,052.06 
CHE Chemed Corporation
-0.47%
-$5,567.64 
CF CF Industries Holdings, Inc.
-0.46%
-$1,851.36 
WSBC WesBanco Inc.
-0.46%
-$6,506.74 
AWR American States Water Co.
-0.37%
-$3,212.48 
GTY Getty Realty Corp.
-0.29%
-$3,925 
MKTX MarketAxess Holdings Inc.
-0.28%
-$3,106.31 
EGP EastGroup Properties Inc.
-0.27%
-$886.36 
WDFC WD-40 Company
-0.27%
-$2,313.18 
POWI Power Integrations Inc.
-0.26%
-$3,408 
CBT Cabot Corporation
-0.24%
-$2,274.54 
CZNC Citizens & Northern Corporation
-0.16%
-$1,365.6 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$312.23 
IOSP Innospec Inc.
-0.1%
-$962.46 
KAI Kadant Inc.
-0.09%
-$707.91 
DORM Dorman Products, Inc.
-0.01%
-$189.83 Events
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Dividends
Dividend Analysis
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| Trades 632 | Longs Won 335/632 53% | Profit Factor 1.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $168,630.95 |
| Average Win $78,289.1 | Best Trade (Mar 30) $1.39M | Sharpe Ratio -14.47 |
| Average Loss -$57,837.72 | Worst Trade (Sep 29) -$1.12M | Z-Score 1.73 (91.63%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4d | Expectancy $14,318.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 1,323 | 1,190 | 1,058 | 926 | 794 | 661 | 529 | 397 | 265 | 132 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABM ABM Industries Inc. | 21,252 | $953,405.66 | $1.02M | - | $64,777.66 | 6.79% | +0.651% |
| ADUS Addus HomeCare Corporation | 7,396 | $687,242.91 | $854,090.08 | - | $166,847.17 | 24.28% | -1.028% |
| AEIS Advanced Energy Industries Inc. | 4,027 | $437,609.65 | $1.17M | - | $728,287.35 | 166.42% | +5.564% |
| ALG Alamo Group Inc. | 5,156 | $1.08M | $820,216.49 | - | -$263,746.66 | -24.33% | +0.786% |
| ASTH Astrana Health Inc. | 29,786 | $1.14M | $1.06M | - | -$79,637.88 | -6.99% | -3.053% |
| ATEN A10 Networks, Inc. | 43,965 | $797,964.85 | $1.3M | - | $502,080.2 | 62.92% | -1.269% |
| AWR American States Water Co. | 10,039 | $807,117.51 | $859,739.96 | - | $52,622.45 | 6.52% | -0.372% |
| BAH Booz Allen Hamilton Holding Corporation | 2,949 | $360,218.41 | $205,604.28 | - | -$154,614.13 | -42.92% | +2.064% |
| BR Broadridge Financial Solutions, Inc. | 1,283 | $264,079.19 | $197,517.85 | - | -$66,561.34 | -25.21% | -0.53% |
| BRC Brady Corporation | 18,876 | $1.11M | $1.78M | - | $669,639.3 | 60.34% | +1.213% |
| BRKR Bruker Corporation | 18,063 | $744,195.93 | $1.14M | - | $390,882.99 | 52.52% | -2.331% |
| CBT Cabot Corporation | 10,831 | $812,326.05 | $953,344.59 | - | $141,018.54 | 17.36% | -0.238% |
| CF CF Industries Holdings, Inc. | 3,192 | $255,333.64 | $399,606.48 | - | $144,272.84 | 56.5% | -0.461% |
| CGNX Cognex Corporation | 18,944 | $679,331.99 | $1.24M | - | $556,574.57 | 81.93% | +4.184% |
| CHD Church & Dwight Co., Inc. | 2,849 | $238,889 | $281,509.69 | - | $42,620.69 | 17.84% | +1.157% |
| CHE Chemed Corporation | 2,192 | $981,445.96 | $1.17M | - | $185,246.04 | 18.87% | -0.475% |
| CNS Cohen & Steers Inc. | 13,074 | $991,980.32 | $1.08M | - | $83,617.66 | 8.43% | +0.858% |
| CPAY Corpay, Inc. | 843 | $259,854.75 | $322,118.72 | - | $62,263.97 | 23.96% | -2.053% |
| CPRT Copart Inc. | 6,758 | $264,576 | $196,792.96 | - | -$67,783.04 | -25.62% | -1.522% |
| CPRX Catalyst Pharmaceuticals Inc. | 36,010 | $557,996.93 | $1.13M | - | $575,957.97 | 103.22% | 0.0 |
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Option values are updated at end of day.
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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 Jeff Kautz?
The largest contributions to the portfolio's profits come from the following stocks: Doximity Inc - $1.54M, Hawkins Inc - $980,496.31, Evercore Inc - $855,002.46, Advanced Energy Industries Inc - $788,962.16, and PubMatic Inc - $674,235.36. 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: Vestis Corporation - $1.5M, Helen of Troy Limited - $1.38M, MGP Ingredients Inc - $1.37M, Fortrea Holdings Inc - $894,637.61, and Forward Air Corporation - $673,248.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeff Kautz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.68M earned over time. The largest contributors to dividend income include Ituran Location and Control Ltd - $266,818.1, National Storage Affiliates Trust - $258,238.11, Getty Realty Corp - $253,274.98, Postal Realty Trust, Inc - $244,798.56, and Bank OZK - $204,879.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeff Kautz's monthly returns?
Jeff Kautz's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeff Kautz's strategy be considered aggressive or moderate?
Jeff Kautz's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeff Kautz's strategy?
Jeff Kautz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
