Keith Williams Portfolio
Invests via 4D Advisors LLC | Managed by Keith Williams
Invests via 4D Advisors LLC
Managed by Keith Williams
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Keith Williams Profile
With a diverse career spanning various sectors, Keith Williams has established himself as a prominent figure in operational leadership and strategic execution. He leverages extensive experience from senior roles within renowned corporations to drive growth initiatives and enhance organizational efficiency. His background encompasses significant contributions to business transformation projects, where he applied innovative solutions to complex challenges. By fostering cross-functional collaboration, he enhances team performance while aligning objectives with market demands. This unique blend of expertise enables him to navigate the dynamic landscape of corporate leadership effectively.
With a diverse career spanning various sectors, Keith Williams has established himself as a prominent figure in operational leadership and strategic execution. He leverages extensive experience from senior roles within renowned corporations to drive growth initiatives and enhance organizational efficiency. His background encompasses significant contributions to business transformation projects, where he applied innovative solutions to complex challenges. By fostering cross-functional collaboration, he enhances team performance while aligning objectives with market demands. This unique blend of expertise enables him to navigate the dynamic landscape of corporate leadership effectively.
Investment Philosophy & Strategy
Through a lens of operational excellence, Keith Williams approaches investment with an emphasis on transforming businesses to achieve their full potential. His leadership experience in diverse sectors allows for nuanced strategic insights, identifying opportunities where others may see challenges. Prioritizing innovation and efficiency, he focuses on refining processes to create sustainable value while responding proactively to market shifts. This entrepreneurial mindset fosters not just growth but also resilience within organizations under his guidance, making him adept at capital allocation that balances both short-term gains and long-term viability.
Through a lens of operational excellence, Keith Williams approaches investment with an emphasis on transforming businesses to achieve their full potential. His leadership experience in diverse sectors allows for nuanced strategic insights, identifying opportunities where others may see challenges. Prioritizing innovation and efficiency, he focuses on refining processes to create sustainable value while responding proactively to market shifts. This entrepreneurial mindset fosters not just growth but also resilience within organizations under his guidance, making him adept at capital allocation that balances both short-term gains and long-term viability.
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:
37.56%
Gain -2.87%
Monthly
1.69%
Yearly
22.35%
Drawdown
26.15%
$180.82M
Equity
Holdings
$180.82M
Investment
$140.83M
$56.83M
Profit -$5.3M
Realized
$16.85M
Unrealized
$39.98M
Dividends
$1.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.87%
Profit
-$5.3M
Win %
70%
This Week
Compared To Last Week
Gain
-6.59%
Profit
-$12.77M
Win %
70%
This Month
Compared to last month
Gain
-13.03%
Profit
-$27.09M
Win %
70%
This Year
Compared to last year
Gain
14.6%
Profit
$23.04M
Win %
65%
MPWR Monolithic Power Systems, Inc.
+8.35%
+$439,399.92 
AEIS Advanced Energy Industries Inc.
+5.56%
+$228,899.7 
CACI Caci International Inc.
+4.27%
+$112,199.95 
COHU Cohu Inc.
+3.31%
+$284,900 
ONTO Onto Innovation Inc.
+3.22%
+$241,799.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$127,399.88 
FANG Diamondback Energy Inc
+1.59%
+$4,521.96 
PR Permian Resources Corporation
+1.48%
+$93,000 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$52,800 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$101,600.4 
XPO XPO Inc.
+0.86%
+$34,200.2 
MYRG Myr Group Inc.
+0.72%
+$35,700 
CECO CECO Environmental Corp.
+0.53%
+$22,750 
AXON Axon Enterprise, Inc.
+0.47%
+$24,600.2 
BHE Benchmark Electronics Inc.
+0.44%
+$21,000 
ICHR Ichor Holdings Ltd.
+0.4%
+$30,000 
FSS Federal Signal Corp.
+0.32%
+$20,000 
CWST Casella Waste Systems Inc.
+0.23%
+$13,650 
KNF Knife River Corporation
+0.16%
+$5,999.85 
WM Waste Management, Inc.
+0.1%
+$8,800 
UCTT Ultra Clean Holdings, Inc.
+0.1%
+$6,000 
CVLG Covenant Logistics Group Inc.
-3.61%
-$179,550 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$107,599.8 
CSL Carlisle Companies Inc.
-2.69%
-$99,599.9 
APEI American Public Education, Inc.
-2.26%
-$168,000 
NEM Newmont Corporation
-2.14%
-$61,500 
TPB Turning Point Brands Inc.
-1.84%
-$91,000.13 
SHLS Shoals Technologies Group, Inc.
-1.8%
-$80,000 
AEBI Aebi Schmidt Holding AG
-0.62%
-$28,000 
CELH Celsius Holdings Inc.
-0.48%
-$10,500 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$17,550 
POWL Powell Industries Inc.
-0.3%
-$12,090.19 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$13,200 
MRTN Marten Transport, Ltd.
-0.07%
-$3,500 Events
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Dividends
Dividend Analysis
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| Trades 191 | Longs Won 102/191 53% | Profit Factor 2.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $938,455.51 | Best Trade (Aug 02) $4.57M | Sharpe Ratio -8.47 |
| Average Loss -$436,999.77 | Worst Trade (Mar 30) -$3.37M | Z-Score -1.1 (73%) |
| Commissions $0 | Avg. Trade Length 5m 3w 4d | Expectancy $297,536.56 |
| 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 | 414 | 372 | 331 | 290 | 248 | 207 | 165 | 124 | 83 | 41 |
Hover over the desired column for a detailed explanation.
Returns
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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 Keith Williams?
The largest contributions to the portfolio's profits come from the following stocks: Turning Point Brands Inc - $4.97M, Coeur Mining, Inc - $4.95M, Sterling Infrastructure, Inc - $3.27M, Quanta Services Inc - $3.1M, and Lincoln Educational Services Corporation - $3.06M. 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: Tandem Diabetes Care Inc - $3.37M, ACV Auctions Inc - $2.83M, RxSight Inc - $1.8M, Teradyne, Inc - $1.73M, and Transcat Inc - $1.52M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Keith Williams's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.17M earned over time. The largest contributors to dividend income include Super Group (SGHC) Limited - $178,000, Waste Management, Inc - $122,362.5, Meritage Homes Corporation - $73,100, U.S. Physical Therapy Inc - $65,250, and Newmont Corporation - $64,550. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Keith Williams's monthly returns?
Keith Williams'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 Keith Williams's strategy be considered aggressive or moderate?
Keith Williams'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 Keith Williams's strategy?
Keith Williams'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.
