Long-term investor

Aegis Wealth Management, Inc. @aegiswealthmanagementinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002096565).

Record

  • Tracked since 2025-12-31 (247 days), 70 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year n/a · all +7.0%
  • Max drawdown n/a · win rate 5% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 66538R748 · 12.9% · long · since 2025-12-31
  • 66538R730 · 10.9% · long · since 2025-12-31
  • 78464A359 · 8.5% · long · since 2025-12-31
  • 72201R833 · 3.6% · long · since 2025-12-31
  • 72201R577 · 3.4% · long · since 2025-12-31
  • LLY · 2.7% · long · since 2025-12-31
  • 00888H752 · 2.6% · long · since 2026-06-30
  • 464287200 · 1.9% · long · since 2025-12-31
  • 25461A726 · 1.8% · long · since 2025-12-31
  • 45784N650 · 1.7% · long · since 2026-06-30
  • 78462F103 · 1.6% · long · since 2025-12-31
  • 00888H760 · 1.6% · long · since 2026-06-30

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