Keith Williams Portfolio
Invests via 4D Advisors LLC | Managed by Keith Williams
Invests via 4D Advisors LLC
Managed by Keith Williams
Automatically Tracked
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:
34.01%
Gain +0.56%
Monthly
1.37%
Yearly
17.78%
Drawdown
26.15%
$228.95M
Equity
Holdings
$228.95M
Investment
$225.81M
$50.16M
Profit +$1.63M
Realized
$47.02M
Unrealized
$3.14M
Dividends
$1.51M
Goals
Avg. 22.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$1.63M
Win %
44%
This Week
Compared To Last Week
Gain
-1.81%
Profit
-$4.23M
Win %
44%
This Month
Compared to last month
Gain
0.43%
Profit
$976,702.17
Win %
44%
This Year
Compared to last year
Gain
-11.01%
Profit
-$28.32M
Win %
57%
GWRE GUIDEWIRE SOFTWARE INC
+6.86%
+$566,000 
BOOT Boot Barn Holdings, Inc.
+5.41%
+$183,000 
VEEV Veeva Systems Inc.
+5.21%
+$619,999.6 
LLY Eli Lilly and Company
+5.09%
+$461,775.08 
CWST Casella Waste Systems Inc.
+4.32%
+$300,475 
FND Floor & Decor Holdings, Inc.
+4.04%
+$267,750 
APEI American Public Education, Inc.
+3.25%
+$259,050 
KNX Knight-Swift Transportation Holdings Inc.
+2.53%
+$320,000 
RSG Republic Services, Inc.
+2.36%
+$172,250 
ALGN Align Technology, Inc.
+2.13%
+$101,475 
TPB Turning Point Brands Inc.
+2.03%
+$52,650 
LSTR Landstar System Inc.
+1.54%
+$65,000 
ARCB ArcBest Corporation
+1.31%
+$146,259.5 
CACI Caci International Inc.
+1.22%
+$91,749.87 
TFII TFI International Inc.
+1.18%
+$93,100 
JBHT J.B. Hunt Transport Services, Inc.
+1.16%
+$118,580 
CVLG Covenant Logistics Group Inc.
+1.08%
+$74,250 
CNQ Canadian Natural Resources Limited
+0.41%
+$31,500 
CLH Clean Harbors Inc.
+0.19%
+$21,350.35 
COHU Cohu Inc.
-7.88%
-$527,850 
ONTO Onto Innovation Inc.
-6.67%
-$209,300 
AEIS Advanced Energy Industries Inc.
-6.62%
-$345,199.8 
FIX Comfort Systems USA, Inc.
-5.18%
-$159,730.1 
MKSI MKS Instruments Inc.
-4.7%
-$121,110 
ATEN A10 Networks, Inc.
-4.21%
-$153,899.86 
ICHR Ichor Holdings Ltd.
-4.11%
-$58,950 
MYRG Myr Group Inc.
-3.06%
-$111,375.12 
RNGR Ranger Energy Services Inc.
-2.74%
-$131,625 
FTAI FTAI Aviation Ltd.
-2.33%
-$104,637.5 
KLIC Kulicke & Soffa Industries, Inc.
-2.21%
-$42,075 
VECO Veeco Instruments Inc.
-2.05%
-$47,000 
SDRL Seadrill Limited
-1.46%
-$126,725 
FANG Diamondback Energy Inc
-1.09%
-$53,624.75 
AXON Axon Enterprise, Inc.
-0.84%
-$68,400.2 
FSS Federal Signal Corp.
-0.5%
-$37,050 
MPWR Monolithic Power Systems, Inc.
-0.33%
-$12,359.97 
MU Micron Technology, Inc.
-0.29%
-$9,240 Events
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Dividends
Dividend Analysis
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| Trades 228 | Longs Won 116/228 50% | Profit Factor 1.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $985,947.66 | Best Trade (Oct 15) $5.42M | Sharpe Ratio -8.83 |
| Average Loss -$573,258.76 | Worst Trade (Mar 30) -$3.37M | Z-Score -2.19 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 4d | Expectancy $220,021.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 399 | 359 | 319 | 280 | 240 | 200 | 160 | 120 | 80 | 40 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AEIS Advanced Energy Industries Inc. | 20,000 | $5M | $4.87M | - | -$134,700 | -2.69% | -6.619% |
| ALGN Align Technology, Inc. | 33,000 | $5.57M | $4.87M | - | -$697,785 | -12.54% | +2.129% |
| APEI American Public Education, Inc. | 165,000 | $5.37M | $8.24M | - | $2.86M | 53.26% | +3.247% |
| ARCB ArcBest Corporation | 85,000 | $12.2M | $11.3M | - | -$900,090.5 | -7.38% | +1.311% |
| ATEN A10 Networks, Inc. | 135,000 | $4.61M | $3.5M | - | -$1.12M | -24.2% | -4.214% |
| AXON Axon Enterprise, Inc. | 20,000 | $11.48M | $8.1M | - | -$3.38M | -29.45% | -0.837% |
| BOOT Boot Barn Holdings, Inc. | 30,000 | $4.82M | $3.57M | - | -$1.25M | -25.94% | +5.405% |
| CACI Caci International Inc. | 12,500 | $6.23M | $7.64M | - | $1.41M | 22.58% | +1.215% |
| CLH Clean Harbors Inc. | 35,000 | $10.46M | $11.19M | - | $738,500.35 | 7.06% | +0.191% |
| CNQ Canadian Natural Resources Limited | 150,000 | $5.92M | $7.8M | - | $1.88M | 31.72% | +0.405% |
| COHU Cohu Inc. | 115,000 | $2.68M | $6.17M | - | $3.49M | 130.55% | -7.881% |
| CVLG Covenant Logistics Group Inc. | 225,000 | $7.64M | $6.97M | - | -$670,950 | -8.78% | +1.077% |
| CWST Casella Waste Systems Inc. | 85,000 | $8.31M | $7.26M | - | -$1.05M | -12.62% | +4.319% |
| FANG Diamondback Energy Inc | 25,000 | $4.43M | $4.88M | - | $458,327.16 | 10.36% | -1.086% |
| FIX Comfort Systems USA, Inc. | 2,000 | $695,525 | $2.92M | - | $2.23M | 320.35% | -5.18% |
| FND Floor & Decor Holdings, Inc. | 150,000 | $8.9M | $6.9M | - | -$2M | -22.5% | +4.037% |
| FSS Federal Signal Corp. | 65,000 | $7.01M | $7.31M | - | $299,750 | 4.28% | -0.504% |
| FTAI FTAI Aviation Ltd. | 27,500 | $7.44M | $4.38M | - | -$3.05M | -41.06% | -2.331% |
| GWRE GUIDEWIRE SOFTWARE INC | 50,000 | $6.15M | $8.81M | - | $2.66M | 43.23% | +6.864% |
| ICHR Ichor Holdings Ltd. | 30,000 | $1.4M | $1.38M | - | -$21,450 | -1.53% | -4.106% |
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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: Comfort Systems USA, Inc - $5.38M, Turning Point Brands Inc - $5.15M, Onto Innovation Inc - $5.1M, Ultra Clean Holdings, Inc - $4.97M, and Coeur Mining, Inc - $4.95M. 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 $1.51M earned over time. The largest contributors to dividend income include Super Group (SGHC) Limited - $178,000, Waste Management, Inc - $122,362.5, Republic Services, Inc - $76,887.5, Meritage Homes Corporation - $73,100, and Knight-Swift Transportation Holdings Inc - $68,000. 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.
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