Long-term investor
Ballast Financial Advisors LLC @ballastfinancialadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109821).
Record
- Tracked since 2025-12-31 (300 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -6.0% · 1 year n/a · all -6.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524201 · 11.5% · long · since 2025-12-31
- 46432F859 · 10.9% · long · since 2025-12-31
- 808524839 · 10.1% · long · since 2025-12-31
- 808524755 · 5.6% · long · since 2025-12-31
- 46641Q761 · 4.3% · long · since 2025-12-31
- 025072349 · 4.2% · long · since 2025-12-31
- 025072877 · 4.1% · long · since 2025-12-31
- 808524805 · 3.4% · long · since 2025-12-31
- 921908844 · 2.5% · long · since 2025-12-31
- 922908736 · 2.4% · long · since 2025-12-31
- 922908595 · 2.4% · long · since 2025-12-31
- 808524300 · 2.2% · long · since 2025-12-31