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:
6.47%
Gain +0.38%
Monthly
0.19%
Yearly
2.27%
Drawdown
23.14%
$73.59M
Equity
Holdings
$73.59M
Investment
$66.51M
$6.25M
Profit +$365,744.68
Realized
-$827,640.33
Unrealized
$7.08M
Dividends
$4.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$365,744.68
Win %
56%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$232,216.16
Win %
56%
This Month
Compared to last month
Gain
0.55%
Profit
$403,524.35
Win %
56%
This Year
Compared to last year
Gain
8.96%
Profit
$6.06M
Win %
56%
CPRT Copart Inc.
+5.27%
+$9,359.83 
PRGS Progress Software Corporation
+5.22%
+$50,052.32 
JLL Jones Lang LaSalle Inc.
+4.89%
+$15,692.7 
EXLS ExlService Holdings Inc.
+4.54%
+$49,841.47 
PAYC Paycom Software, Inc.
+4.45%
+$18,958.74 
RLI RLI Corp.
+4.37%
+$22,022.28 
FDS FactSet Research Systems Inc.
+4.04%
+$11,828.71 
ROL Rollins, Inc.
+4.01%
+$8,521.55 
WD Walker & Dunlop Inc.
+3.9%
+$15,566.26 
ICLR ICON plc
+3.85%
+$8,846.5 
TNET TriNet Group, Inc.
+3.71%
+$35,754.21 
TYL Tyler Technologies Inc.
+3.43%
+$6,213.41 
BR Broadridge Financial Solutions, Inc.
+3.35%
+$7,236.12 
ASTH Astrana Health Inc.
+2.93%
+$32,928.42 
GMED Globus Medical Inc.
+2.88%
+$37,030.4 
FAF First American Financial Corporation
+2.59%
+$20,438.07 
CXT Crane NXT Co.
+2.49%
+$17,415.86 
NXRT NexPoint Residential Trust Inc.
+2.43%
+$11,643.42 
UFPI UFP Industries, Inc.
+2.39%
+$15,109.88 
CPAY Corpay, Inc.
+2.36%
+$7,818.83 
OZK Bank OZK
+2.34%
+$34,468.35 
CNS Cohen & Steers Inc.
+2.33%
+$20,232.01 
WST West Pharmaceutical Services, Inc.
+2.06%
+$7,864.06 
GBCI Glacier Bancorp Inc.
+2%
+$27,006.88 
OTIS Otis Worldwide Corporation
+1.87%
+$5,326.41 
HBNC Horizon Bancorp, Inc.
+1.84%
+$18,447.8 
GNTX Gentex Corporation
+1.8%
+$17,548.87 
MOAT VanEck Morningstar Wide Moat Fund
+1.8%
+$9,726.75 
DOX Amdocs Limited
+1.74%
+$2,934.47 
LH Labcorp Holdings Inc.
+1.73%
+$8,674.2 
ESAB Esab Corporation
+1.72%
+$8,802.3 
BAH Booz Allen Hamilton Holding Corporation
+1.69%
+$3,583.03 
ICFI ICF International Inc.
+1.64%
+$17,349.56 
ELS Equity Lifestyle Properties Inc.
+1.61%
+$5,018.88 
SBCF Seacoast Banking Corporation of Florida
+1.56%
+$15,830.1 
FBK FB Financial Corp
+1.53%
+$18,014.15 
NDAQ Nasdaq, Inc.
+1.43%
+$3,128.17 
THG Hanover Insurance Group, Inc.
+1.34%
+$21,807.22 
GTY Getty Realty Corp.
+1.29%
+$14,130 
EVTC Evertec, Inc.
+1.28%
+$11,272.51 
SPSC SPS Commerce Inc.
+1.25%
+$11,021 
DORM Dorman Products, Inc.
+1.25%
+$14,481.4 
HWC Hancock Whitney Corporation
+1.24%
+$14,660.08 
JFR Nuveen Floating Rate Income Fund
+1.22%
+$1,160.19 
BRKR Bruker Corporation
+1.17%
+$11,740.95 
LSTR Landstar System Inc.
+1.12%
+$15,837.34 
WSBC WesBanco Inc.
+1.1%
+$13,698.4 
CTRE CareTrust REIT Inc.
+0.92%
+$13,185.26 
CZNC Citizens & Northern Corporation
+0.84%
+$7,169.4 
AWR American States Water Co.
+0.77%
+$6,374.77 
ZD Ziff Davis, Inc.
+0.73%
+$8,723.4 
USPH U.S. Physical Therapy Inc.
+0.73%
+$6,080.96 
PRI Primerica Inc.
+0.51%
+$7,320.72 
CBT Cabot Corporation
+0.49%
+$4,007.47 
ABM ABM Industries Inc.
+0.45%
+$4,887.96 
CHE Chemed Corporation
+0.38%
+$4,307.28 
EHI Western Asset Global High Income Fund Inc.
+0.38%
+$234.88 
JKHY Jack Henry & Associates, Inc.
+0.24%
+$593.2 
ADUS Addus HomeCare Corporation
+0.18%
+$1,541.33 
REYN Reynolds Consumer Products Inc.
+0.18%
+$1,109.8 
TNC Tennant Company
+0.14%
+$1,069.47 
EVR Evercore Inc.
+0.11%
+$986.29 
BRC Brady Corporation
+0.08%
+$1,321.32 
MKTX MarketAxess Holdings Inc.
+0.08%
+$911.65 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
SNV Synovus Financial Corp.
-24.77%
-$84,245.94 
LBRT Liberty Energy Inc.
-8.52%
-$74,527.32 
ATEN A10 Networks, Inc.
-6.54%
-$77,818.05 
AEIS Advanced Energy Industries Inc.
-6.4%
-$67,250.86 
KLIC Kulicke & Soffa Industries, Inc.
-3.97%
-$77,631.35 
CGNX Cognex Corporation
-3.27%
-$35,425.28 
NSA National Storage Affiliates Trust
-1.77%
-$25,502.1 
WHD Cactus Inc.
-1.57%
-$19,506.9 
KWR Quaker Chemical Corporation
-1.35%
-$15,261.67 
PSTL Postal Realty Trust, Inc.
-1.25%
-$19,044.64 
HAE Haemonetics Corporation
-1%
-$16,981.14 
IOSP Innospec Inc.
-0.95%
-$9,838.46 
ZBRA Zebra Technologies Corporation
-0.83%
-$3,163.22 
WDFC WD-40 Company
-0.81%
-$6,156.15 
ITRN Ituran Location and Control Ltd.
-0.76%
-$12,847.8 
ALG Alamo Group Inc.
-0.73%
-$5,800.5 
POWI Power Integrations Inc.
-0.62%
-$5,964 
KAI Kadant Inc.
-0.54%
-$3,405.2 
CF CF Industries Holdings, Inc.
-0.49%
-$1,851.36 
MSA Msa Safety Inc.
-0.4%
-$1,030.77 
CHD Church & Dwight Co., Inc.
-0.26%
-$769.23 
EGP EastGroup Properties Inc.
-0.12%
-$357.65 
INVA Innoviva Inc.
-0.12%
-$1,339.28 
HAL Halliburton Company
-0.05%
-$166.86 Events
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Dividends
Dividend Analysis
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| Trades 632 | Longs Won 325/632 51% | Profit Factor 1.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,537.44 |
| Average Win $74,611.58 | Best Trade (Mar 30) $1.39M | Sharpe Ratio -14.47 |
| Average Loss -$58,903.38 | Worst Trade (Sep 29) -$1.12M | Z-Score 0.06 (4.81%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $9,888.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.41% |
| Consecutive Losing Trades | 1,250 | 1,125 | 1,000 | 875 | 750 | 625 | 500 | 375 | 250 | 125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABM ABM Industries Inc. | 21,252 | $953,405.66 | $1.08M | - | $127,683.58 | 13.39% | +0.454% |
| ADUS Addus HomeCare Corporation | 7,396 | $687,242.91 | $864,062.85 | - | $176,819.94 | 25.73% | +0.179% |
| AEIS Advanced Energy Industries Inc. | 4,027 | $437,609.65 | $982,869.89 | - | $545,260.24 | 124.6% | -6.404% |
| ALG Alamo Group Inc. | 5,156 | $1.08M | $786,109.54 | - | -$297,853.61 | -27.48% | -0.732% |
| ASTH Astrana Health Inc. | 29,786 | $1.14M | $1.16M | - | $17,628.3 | 1.55% | +2.931% |
| ATEN A10 Networks, Inc. | 43,965 | $797,964.85 | $1.11M | - | $313,470.35 | 39.28% | -6.543% |
| AWR American States Water Co. | 10,039 | $807,117.51 | $834,090.31 | - | $26,972.8 | 3.34% | +0.77% |
| BAH Booz Allen Hamilton Holding Corporation | 2,949 | $360,218.41 | $215,527.66 | - | -$144,690.75 | -40.17% | +1.691% |
| BR Broadridge Financial Solutions, Inc. | 1,283 | $264,079.19 | $223,113.7 | - | -$40,965.49 | -15.51% | +3.352% |
| BRC Brady Corporation | 18,876 | $1.11M | $1.58M | - | $470,497.5 | 42.39% | +0.084% |
| BRKR Bruker Corporation | 18,063 | $744,195.93 | $1.02M | - | $271,847.82 | 36.53% | +1.169% |
| CBT Cabot Corporation | 10,831 | $812,326.05 | $817,957.12 | - | $5,631.07 | 0.69% | +0.492% |
| CF CF Industries Holdings, Inc. | 3,192 | $255,333.64 | $379,464.96 | - | $124,131.32 | 48.62% | -0.486% |
| CGNX Cognex Corporation | 18,944 | $679,331.99 | $1.05M | - | $370,165.61 | 54.49% | -3.265% |
| CHD Church & Dwight Co., Inc. | 2,849 | $238,889 | $291,623.64 | - | $52,734.64 | 22.07% | -0.263% |
| CHE Chemed Corporation | 2,192 | $981,445.96 | $1.13M | - | $147,751.88 | 15.05% | +0.383% |
| CNS Cohen & Steers Inc. | 13,074 | $991,980.32 | $888,214.87 | - | -$103,765.45 | -10.46% | +2.331% |
| CPAY Corpay, Inc. | 843 | $259,854.75 | $339,134.68 | - | $79,279.93 | 30.51% | +2.36% |
| CPRT Copart Inc. | 6,758 | $264,576 | $186,892.49 | - | -$77,683.51 | -29.36% | +5.272% |
| 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 - $858,029.35, Advanced Energy Industries Inc - $789,364.86, 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 $4.94M earned over time. The largest contributors to dividend income include Ituran Location and Control Ltd - $283,723.1, Getty Realty Corp - $272,311.23, National Storage Affiliates Trust - $258,238.11, Postal Realty Trust, Inc - $244,798.56, and Bank OZK - $220,964.82. 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.
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