Long-term investor
626 Financial, LLC @626financialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911035).
Record
- Tracked since 2025-06-30 (441 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DTD · 11.1% · long · since 2025-06-30
- SYK · 8.3% · long · since 2025-06-30
- WTV · 5.9% · long · since 2025-09-30
- AAPL · 5.6% · long · since 2025-06-30
- GRPM · 4.8% · long · since 2025-09-30
- QQQM · 4.4% · long · since 2026-03-31
- GOOGL · 3.3% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- IWY · 3.1% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- DFAX · 2.7% · long · since 2026-03-31