Long-term investor
Allen Capital Group, LLC @allencapitalgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001601384).
Record
- Tracked since 2025-06-30 (434 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months +5.3% · 1 year +11.1% · all +11.1%
- Max drawdown -1.6% · Sharpe 0.76 · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 6.5% · long · since 2025-06-30
- JCPB · 5.9% · long · since 2025-06-30
- UITB · 4.5% · long · since 2025-06-30
- IQLT · 4.2% · long · since 2025-06-30
- BRK-B · 3.6% · long · since 2025-06-30
- DSTL · 2.8% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- PYLD · 2.5% · long · since 2025-06-30
- DFAT · 2.4% · long · since 2025-06-30
- SPSM · 2.0% · long · since 2025-06-30
- SPEM · 1.8% · long · since 2025-06-30
- AVEM · 1.8% · long · since 2025-06-30