Long-term investor
Adalta Capital Management LLC @adaltacapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001698926).
Record
- Tracked since 2025-06-30 (441 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.2% · all +5.2%
- Max drawdown n/a · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 6.8% · long · since 2025-06-30
- MSFT · 6.3% · long · since 2025-06-30
- GOOGL · 5.7% · long · since 2025-06-30
- MRK · 4.9% · long · since 2025-06-30
- BN · 4.7% · long · since 2025-06-30
- BX · 4.4% · long · since 2025-06-30
- HD · 4.3% · long · since 2025-06-30
- QCOM · 4.2% · long · since 2025-06-30
- UNP · 4.0% · long · since 2025-06-30
- GH · 4.0% · long · since 2025-06-30
- PFX · 3.3% · long · since 2025-06-30
- AXP · 3.2% · long · since 2025-06-30