Long-term investor
Allgen Financial Advisors, Inc. @allgenfinancialadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964809).
Record
- Tracked since 2025-06-30 (448 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +15.2% · all +15.2%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 20.9% · long · since 2025-06-30
- 921937835 · 10.1% · long · since 2025-06-30
- 922042775 · 8.8% · long · since 2025-06-30
- 46641Q647 · 7.4% · long · since 2025-06-30
- 46138G649 · 5.6% · long · since 2025-06-30
- 921910840 · 5.2% · long · since 2025-06-30
- IAU · 5.0% · long · since 2025-06-30
- 47103U852 · 4.9% · long · since 2025-06-30
- 35473P108 · 3.9% · long · since 2025-06-30
- 78464A375 · 3.8% · long · since 2025-06-30
- 46434V860 · 3.7% · long · since 2026-03-31
- 46434V290 · 2.9% · long · since 2026-03-31