WRT
William R. Timmons III Portfolio
Invests via Canal Insurance CO | Managed by William R. Timmons III
Invests via Canal Insurance CO
Managed by William R. Timmons III
Automatically Tracked
William R. Timmons III Profile
A seasoned corporate builder, William R. Timmons III has demonstrated significant expertise in enhancing business growth and operational efficiency. With an extensive background across various leadership roles, he has effectively driven strategic initiatives within dynamic environments. His tenure encompasses valuable insights gained through executive positions where innovative solutions were key to market differentiation. Timmons' impact extends into areas such as mergers and acquisitions, positioning organizations for accelerated expansion and competitive advantage in their respective sectors. He remains a prominent figure in business circles, known for his ability to forge sustainable partnerships that elevate performance.
A seasoned corporate builder, William R. Timmons III has demonstrated significant expertise in enhancing business growth and operational efficiency. With an extensive background across various leadership roles, he has effectively driven strategic initiatives within dynamic environments. His tenure encompasses valuable insights gained through executive positions where innovative solutions were key to market differentiation. Timmons' impact extends into areas such as mergers and acquisitions, positioning organizations for accelerated expansion and competitive advantage in their respective sectors. He remains a prominent figure in business circles, known for his ability to forge sustainable partnerships that elevate performance.
Investment Philosophy & Strategy
William R. Timmons III exemplifies a transformative leadership style, harnessing operational know-how to capitalize on strategic opportunities. His extensive experience in the corporate realm informs an investment philosophy that prioritizes innovation-driven growth and competitive differentiation. Through his focus on business model enhancement, he seeks ventures positioned for substantial market share gains. The approach is underpinned by active engagement in mergers and acquisitions, aligning with firms poised for expansion within emerging sectors. With a commitment to building sustainable relationships, he effectively nurtures synergies that promote long-term value creation.
William R. Timmons III exemplifies a transformative leadership style, harnessing operational know-how to capitalize on strategic opportunities. His extensive experience in the corporate realm informs an investment philosophy that prioritizes innovation-driven growth and competitive differentiation. Through his focus on business model enhancement, he seeks ventures positioned for substantial market share gains. The approach is underpinned by active engagement in mergers and acquisitions, aligning with firms poised for expansion within emerging sectors. With a commitment to building sustainable relationships, he effectively nurtures synergies that promote long-term value creation.
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:
73.48%
Gain -0.93%
Monthly
0.44%
Yearly
5.41%
Drawdown
14.86%
$467.44M
Equity
Holdings
$467.44M
Investment
$259.93M
$375.57M
Profit -$3.4M
Realized
$168.07M
Unrealized
$207.5M
Dividends
$166.63M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$3.4M
Win %
72%
This Week
Compared To Last Week
Gain
-2.79%
Profit
-$13.39M
Win %
72%
This Month
Compared to last month
Gain
-2.87%
Profit
-$13.83M
Win %
72%
This Year
Compared to last year
Gain
2.8%
Profit
$12.73M
Win %
71%
ASPI ASP Isotopes Inc.
+7.5%
+$19,500 
FLNC Fluence Energy, Inc.
+5.13%
+$127,050 
FLR Fluor Corporation
+2.67%
+$144,650 
OKLO Oklo Inc.
+2.51%
+$9,300 
NTLA Intellia Therapeutics Inc.
+1.71%
+$44,850 
SMR NuScale Power Corporation
+1.71%
+$31,440.15 
NNE Nano Nuclear Energy Inc.
+1.36%
+$5,500 
CRSP Crispr Therapeutics AG
+1.33%
+$25,272 
ENS EnerSys
+1.03%
+$18,300 
YSS York Space Systems, Inc.
+0.87%
+$3,200 
IBM International Business Machines Corporation
+0.85%
+$117,810 
MSFT Microsoft Corp.
+0.69%
+$202,112.5 
BHP BHP Group Ltd.
+0.56%
+$18,800 
DELL Dell Technologies Inc.
+0.54%
+$207,968.21 
PSN Parsons Corporation
+0.51%
+$2,391.27 
EWW iShares MSCI Mexico ETF
+0.37%
+$2,700 
AMZN Amazon.com Inc
+0.26%
+$9,600.15 
CP Canadian Pacific Kansas City Limited
+0.25%
+$8,866 
CPB The Campbell's Company
+0.25%
+$4,749.9 
NEE NextEra Energy, Inc.
+0.13%
+$2,000 
AXON Axon Enterprise, Inc.
+0.12%
+$4,900 
KTOS Kratos Defense & Security Solutions, Inc.
+0.09%
+$4,800 
LIT GLOBAL X LITHIUM & BATTERY T
+0.08%
+$1,650 
ARKX ARK Space & Defense Innovation ETF
+0.06%
+$800 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
AIR AAR Corp.
-7.49%
-$689,599.68 
WMT Walmart Inc.
-2.92%
-$174,900 
JNJ Johnson & Johnson
-2.28%
-$465,000.75 
BIIB Biogen Inc.
-1.65%
-$37,800 
ABBV AbbVie Inc.
-1.53%
-$377,400 
BP BP p.l.c. Sponsored ADR
-1.53%
-$136,000 
PFE Pfizer Inc.
-1.5%
-$154,800 
VLO Valero Energy Corporation
-1.49%
-$57,950.1 
TEM Tempus AI, Inc.
-1.43%
-$48,600.08 
CVS CVS Health Corporation
-1.42%
-$12,450 
EXEL Exelixis Inc.
-1.4%
-$16,300 
BMY Bristol-Myers Squibb Company
-1.36%
-$147,900 
RPRX Royalty Pharma plc
-1.27%
-$14,800 
XOM Exxon Mobil Corporation
-1.15%
-$195,825 
J Jacobs Solutions Inc.
-1.08%
-$15,000 
RDW Redwire Corporation
-1.07%
-$39,600 
ABT Abbott Laboratories
-1.07%
-$97,200 
CVX Chevron Corporation
-1.03%
-$231,588.8 
FLY Firefly Aerospace Inc.
-1.02%
-$2,450 
E Eni S.p.A. Sponsored ADR
-0.99%
-$5,500 
PSX Phillips 66
-0.94%
-$100,725 
FCX Freeport-McMoRan Inc.
-0.93%
-$100,500 
AVAV AeroVironment Inc.
-0.9%
-$93,100 
TRP TC Energy Corporation
-0.89%
-$5,200 
TMO Thermo Fisher Scientific Inc.
-0.84%
-$28,549.9 
KMI Kinder Morgan, Inc.
-0.75%
-$46,000 
EVEX Eve Holding Inc.
-0.75%
-$479.22 
LMT Lockheed Martin Corporation
-0.75%
-$141,642 
COP ConocoPhillips
-0.71%
-$48,950.06 
MKL Markel Group Inc.
-0.64%
-$22,340.04 
WMB The Williams Companies, Inc.
-0.62%
-$21,250 
T AT&T Inc.
-0.56%
-$16,800 
VZ Verizon Communications Inc.
-0.56%
-$43,680 
GD General Dynamics Corporation
-0.51%
-$33,800 
JRVR James River Group Holdings, Ltd.
-0.44%
-$2,461.07 
KHC The Kraft Heinz Company
-0.42%
-$10,000 
BCX BlackRock Resources & Commodities Strategy Trust
-0.42%
-$10,208.7 
RTX RTX Corporation
-0.34%
-$60,411.99 
DUK Duke Energy Corporation
-0.31%
-$52,558.1 
ARKG ARK Genomic Revolution ETF
-0.23%
-$14,400 
LHX L3Harris Technologies, Inc.
-0.22%
-$12,720 
NOC Northrop Grumman Corporation
-0.19%
-$28,588.05 
IRDM Iridium Communications Inc.
-0.15%
-$3,000 
D Dominion Energy, Inc.
-0.13%
-$8,800 
EWZ iShares MSCI Brazil ETF
-0.07%
-$250 
RIO Rio Tinto Plc Sponsored ADR
-0.06%
-$4,800 
ILF iShares Latin America 40 ETF
-0.03%
-$80 
EPD Enterprise Products Partners L.P.
-0.03%
-$1,500 
SO The Southern Company
-0.02%
-$400 
ARGT GLOBAL X MSCI ARGENTINA ETF
-0.02%
-$252 Events
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Dividends
Dividend Analysis
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| Trades 1425 | Longs Won 879/1425 61% | Profit Factor 2.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.29M |
| Average Win $668,693.18 | Best Trade (Aug 10) $15.11M | Sharpe Ratio -24.26 |
| Average Loss -$388,659.26 | Worst Trade (Dec 30) -$10.44M | Z-Score -4.15 (100%) |
| Commissions $0 | Avg. Trade Length 4y 2m 3w 6d | Expectancy $263,560.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,203 | 1,083 | 963 | 842 | 722 | 602 | 481 | 361 | 241 | 120 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 92,500 | $9.06M | $24.25M | - | $15.19M | 167.67% | -1.532% |
| ABT Abbott Laboratories | 90,000 | $7.76M | $8.99M | - | $1.23M | 15.79% | -1.07% |
| AIR AAR Corp. | 80,000 | $5.14M | $8.52M | - | $3.37M | 65.56% | -7.49% |
| AMZN Amazon.com Inc | 15,000 | $3.29M | $3.7M | - | $410,850 | 12.48% | +0.26% |
| ARGT GLOBAL X MSCI ARGENTINA ETF | 12,600 | $1.16M | $1.09M | - | -$66,040.51 | -5.72% | -0.023% |
| ARKG ARK Genomic Revolution ETF | 120,000 | $3.48M | $6.39M | - | $2.91M | 83.76% | -0.225% |
| ARKX ARK Space & Defense Innovation ETF | 40,000 | $616,500 | $1.28M | - | $667,100 | 108.21% | +0.062% |
| ASPI ASP Isotopes Inc. | 100,000 | $663,500 | $279,500 | - | -$384,000 | -57.87% | +7.5% |
| AVAV AeroVironment Inc. | 70,000 | $8.46M | $10.21M | - | $1.76M | 20.79% | -0.903% |
| AXON Axon Enterprise, Inc. | 10,000 | $4.25M | $4.25M | - | $5,400 | 0.13% | +0.115% |
| BCX BlackRock Resources & Commodities Strategy Trust | 204,174 | $1.67M | $2.44M | - | $764,298.81 | 45.73% | -0.417% |
| BHP BHP Group Ltd. | 40,000 | $2.11M | $3.4M | - | $1.29M | 61.18% | +0.556% |
| BIIB Biogen Inc. | 10,000 | $1.83M | $2.25M | - | $415,600 | 22.67% | -1.653% |
| BMY Bristol-Myers Squibb Company | 170,000 | $8.37M | $10.71M | - | $2.34M | 27.98% | -1.362% |
| BP BP p.l.c. Sponsored ADR | 200,000 | $6.5M | $8.75M | - | $2.25M | 34.71% | -1.53% |
| COP ConocoPhillips | 55,000 | $4.24M | $6.88M | - | $2.65M | 62.49% | -0.706% |
| CP Canadian Pacific Kansas City Limited | 40,300 | $3.26M | $3.5M | - | $242,203 | 7.44% | +0.254% |
| CPB The Campbell's Company | 95,000 | $2.65M | $1.91M | - | -$742,467.54 | -28.01% | +0.249% |
| CRSP Crispr Therapeutics AG | 35,100 | $1.67M | $1.92M | - | $253,831 | 15.2% | +1.331% |
| CVS CVS Health Corporation | 10,000 | $448,913.04 | $866,050 | - | $417,136.96 | 92.92% | -1.417% |
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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 William R. Timmons III?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $29.41M, Lockheed Martin Corporation - $24.11M, Northrop Grumman Corporation - $23.57M, The Williams Companies, Inc - $14.65M, and Raytheon Co - $14.54M. 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: Direxion Daily S&P 500 Bear 3X Shares - $36.2M, TSFG - $13.94M, SDS - $9.65M, Transocean Ltd - $6.86M, and MDR - $4.67M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William R. Timmons III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $166.63M earned over time. The largest contributors to dividend income include Duke Energy Corporation - $11.37M, Chevron Corporation - $8.68M, BP p.l.c. Sponsored ADR - $8.46M, International Business Machines Corporation - $7.85M, and Lockheed Martin Corporation - $7.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William R. Timmons III's monthly returns?
William R. Timmons III'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 William R. Timmons III's strategy be considered aggressive or moderate?
William R. Timmons III's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow William R. Timmons III's strategy?
William R. Timmons III'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.
