Long-term investor
Breakthru Advisory Services, LLC @breakthruadvisoryservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055645).
Record
- Tracked since 2025-06-30 (434 days), 182 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +10.6% · 1 year +27.0% · all +27.0%
- Max drawdown -2.2% · Sharpe 1.25 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 18.1% · long · since 2025-09-30
- 46654Q575 · 14.3% · long · since 2025-09-30
- 464287655 · 12.8% · long · since 2025-09-30
- 464287465 · 12.6% · long · since 2025-09-30
- 464287200 · 8.4% · long · since 2025-06-30
- 664925708 · 7.9% · long · since 2025-09-30
- 46436E718 · 6.2% · long · since 2025-09-30
- 33740F755 · 5.8% · long · since 2025-06-30
- QQQ · 5.6% · long · since 2025-09-30
- 78464A631 · 2.5% · long · since 2025-12-31
- 301505475 · 2.4% · long · since 2025-06-30
- 808524839 · 1.5% · long · since 2025-09-30
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