Long-term investor
1st Source Bank @1stsourcebank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000356264).
Record
- Tracked since 2025-06-30 (441 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +12.5% · 6 months n/a · 1 year +21.5% · all +21.5%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SRCE · 18.9% · long · since 2025-06-30
- IWF · 13.4% · long · since 2025-06-30
- SPY · 8.3% · long · since 2025-06-30
- IWD · 6.9% · long · since 2025-06-30
- EMXC · 3.6% · long · since 2025-06-30
- SDY · 2.9% · long · since 2025-06-30
- EFA · 2.6% · long · since 2025-06-30
- VEA · 2.0% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30
- IJH · 1.7% · long · since 2025-06-30
- LLY · 1.7% · long · since 2025-06-30
- GOOGL · 1.5% · long · since 2025-06-30