Long-term investor

Ballast Advisors LLC @ballastadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803415).

Record

  • Tracked since 2025-06-30 (431 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.5% · 6 months +8.9% · 1 year +16.4% · all +16.4%
  • Max drawdown -3.6% · Sharpe 0.82 · win rate 2% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524409 · 9.8% · long · since 2025-06-30
  • 808524201 · 8.8% · long · since 2025-06-30
  • 808524805 · 7.9% · long · since 2025-06-30
  • 808524300 · 7.4% · long · since 2025-06-30
  • AAPL · 5.5% · long · since 2025-06-30
  • 464287226 · 5.1% · long · since 2025-06-30
  • 808524862 · 5.0% · long · since 2025-06-30
  • JPM · 3.1% · long · since 2025-06-30
  • TSM · 2.8% · long · since 2025-06-30
  • EPD · 2.7% · long · since 2025-06-30
  • 808524706 · 2.3% · long · since 2025-06-30
  • MSFT · 2.3% · long · since 2025-06-30

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