Long-term investor

Advantage Trust Co. @advantagetrustco

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009346).

Record

  • Tracked since 2025-06-30 (477 days), 47 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.6% · 6 months -0.6% · 1 year n/a · all -0.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908736 · 9.9% · long · since 2025-09-30
  • 922908629 · 9.8% · long · since 2025-09-30
  • 46654Q609 · 9.8% · long · since 2025-09-30
  • 922908744 · 8.7% · long · since 2025-09-30
  • 025072349 · 7.1% · long · since 2025-09-30
  • 25434V203 · 6.6% · long · since 2025-09-30
  • 33741X102 · 6.3% · long · since 2025-09-30
  • 316092352 · 6.1% · long · since 2025-09-30
  • 31609A404 · 5.7% · long · since 2025-09-30
  • 46641Q266 · 4.2% · long · since 2025-09-30
  • 33939L746 · 3.5% · long · since 2026-03-31
  • 92204A702 · 3.3% · long · since 2025-09-30

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