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 (479 days), 195 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months +5.8% · 1 year +4.3% · all +4.3%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 18.6% · long · since 2025-09-30
  • 46654Q575 · 13.9% · long · since 2025-09-30
  • 464287465 · 12.7% · long · since 2025-09-30
  • 464287655 · 11.9% · long · since 2025-09-30
  • 664925708 · 9.5% · long · since 2025-09-30
  • 464287200 · 7.1% · long · since 2025-09-30
  • 46436E718 · 6.2% · long · since 2025-09-30
  • 33740F755 · 6.0% · long · since 2025-09-30
  • 46090E103 · 3.3% · long · since 2025-09-30
  • 78464A631 · 1.9% · long · since 2025-12-31
  • 808524839 · 1.7% · long · since 2025-09-30
  • AMZN · 1.7% · long · since 2025-09-30

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