Long-term investor
Breakwater Capital Group @breakwatercapitalgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964309).
Record
- Tracked since 2025-06-30 (441 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +17.3% · all +17.3%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JQUA · 3.9% · long · since 2025-06-30
- MGV · 3.1% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- PRF · 2.9% · long · since 2025-06-30
- IWF · 2.8% · long · since 2025-06-30
- RSP · 2.5% · long · since 2025-06-30
- IVV · 2.3% · long · since 2025-06-30
- BINC · 2.1% · long · since 2025-06-30
- VTV · 2.0% · long · since 2025-06-30
- IQLT · 1.8% · long · since 2025-06-30
- IWD · 1.8% · long · since 2025-06-30
- PYLD · 1.4% · long · since 2025-06-30