Long-term investor
Allegiance Financial Group Advisory Services LLC @allegiancefinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964068).
Record
- Tracked since 2025-06-30 (471 days), 147 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +14.4% · 1 year +12.8% · all +12.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 11.5% · long · since 2025-06-30
- 025072349 · 10.7% · long · since 2025-06-30
- 025072802 · 6.5% · long · since 2025-06-30
- 25434V104 · 6.0% · long · since 2025-06-30
- 025072877 · 5.7% · long · since 2025-06-30
- 025072562 · 4.9% · long · since 2025-06-30
- 25434V864 · 4.8% · long · since 2025-06-30
- 025072364 · 4.4% · long · since 2025-06-30
- 46435G326 · 4.1% · long · since 2025-06-30
- 25434V203 · 4.1% · long · since 2025-06-30
- 46435U853 · 3.6% · long · since 2025-06-30
- 025072356 · 3.1% · long · since 2025-06-30