Long-term investor
Capital Square, LLC @capitalsquarellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798736).
Record
- Tracked since 2025-06-30 (479 days), 229 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +3.5% · 1 year +1.3% · all +1.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 7.5% · long · since 2025-09-30
- 464288687 · 2.3% · long · since 2025-09-30
- 09290C756 · 2.3% · long · since 2026-03-31
- LLY · 2.2% · long · since 2025-09-30
- 032108409 · 2.1% · long · since 2025-09-30
- AMZN · 2.1% · long · since 2025-09-30
- MO · 2.1% · long · since 2025-09-30
- AAPL · 2.0% · long · since 2025-09-30
- 464287309 · 1.8% · long · since 2025-09-30
- 92189F429 · 1.7% · long · since 2025-09-30
- 921937835 · 1.7% · long · since 2025-09-30
- 808524755 · 1.5% · long · since 2025-09-30