Long-term investor

Alm First Financial Advisors, LLC @almfirstfinancialadvisor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950054).

Record

  • Tracked since 2025-06-30 (471 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.1% · 6 months +0.1% · 1 year n/a · all +0.1%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 132061839 · 31.7% · long · since 2025-09-30
  • 922908363 · 27.1% · long · since 2025-09-30
  • 78462F103 · 4.0% · long · since 2025-12-31
  • 464287200 · 4.0% · long · since 2025-12-31
  • 132061409 · 3.4% · long · since 2025-09-30
  • 132061300 · 3.4% · long · since 2025-09-30
  • 132061706 · 3.2% · long · since 2025-09-30
  • 132061888 · 3.0% · long · since 2025-09-30
  • 88636J337 · 2.5% · long · since 2026-09-30
  • 92206C706 · 2.5% · long · since 2026-09-30
  • 132061789 · 2.3% · long · since 2026-09-30
  • 78468R440 · 2.0% · long · since 2026-09-30

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