Long-term investor
Accordant Advisory Group Inc. @accordantadvisorygroupin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002013499).
Record
- Tracked since 2025-06-30 (441 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days -10.7% · 6 months n/a · 1 year +10.3% · all +10.3%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FPI · 9.6% · long · since 2025-06-30
- PHYS · 7.7% · long · since 2025-06-30
- COWZ · 7.2% · long · since 2025-06-30
- OUNZ · 7.1% · long · since 2025-06-30
- PSLV · 5.9% · long · since 2025-06-30
- 91702V101 · 5.0% · long · since 2025-06-30
- JOE · 4.3% · long · since 2025-06-30
- BCI · 4.1% · long · since 2026-03-31
- PPLT · 4.1% · long · since 2025-09-30
- AEM · 3.4% · long · since 2025-06-30
- ALCO · 2.8% · long · since 2025-06-30
- GSG · 2.4% · long · since 2026-06-30