Long-term investor
Adelphi Trust Co. @adelphitrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106968).
Record
- Tracked since 2025-12-31 (250 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year n/a · all +4.5%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VO · 7.2% · long · since 2025-12-31
- AAPL · 5.2% · long · since 2025-12-31
- MSFT · 4.7% · long · since 2025-12-31
- NVDA · 4.6% · long · since 2025-12-31
- VEA · 4.5% · long · since 2025-12-31
- IEFA · 4.5% · long · since 2025-12-31
- GOOGL · 3.7% · long · since 2025-12-31
- DFAS · 3.2% · long · since 2025-12-31
- AVEM · 3.0% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2025-12-31
- AVGO · 2.3% · long · since 2025-12-31
- JPM · 2.1% · long · since 2025-12-31