Long-term investor

Accredited Investor Services, LLC @accreditedinvestorservic

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002028621).

Record

  • Tracked since 2025-06-30 (434 days), 27 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.0% · 6 months +15.2% · 1 year +23.9% · all +23.9%
  • Max drawdown -0.6% · Sharpe 1.41 · win rate 67% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072885 · 37.4% · long · since 2025-06-30
  • 25434V880 · 18.3% · long · since 2025-06-30
  • 316092352 · 16.4% · long · since 2025-06-30
  • 025072877 · 4.0% · long · since 2025-06-30
  • 25434V708 · 2.1% · long · since 2025-06-30
  • IAU · 1.4% · long · since 2025-06-30
  • 46429B697 · 1.3% · long · since 2025-06-30
  • SPY · 1.2% · long · since 2025-06-30
  • 464288158 · 1.0% · long · since 2025-06-30
  • 464288414 · 1.0% · long · since 2025-06-30
  • 46432F339 · 0.7% · long · since 2025-06-30
  • 922908363 · 0.7% · long · since 2025-06-30

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