Long-term investor
Capstone Financial Advisors, Inc. @capstonefinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599217).
Record
- Tracked since 2025-06-30 (448 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 17.8% · long · since 2025-06-30
- 464287622 · 12.7% · long · since 2025-06-30
- 25434V708 · 12.0% · long · since 2025-06-30
- 33939L795 · 7.3% · long · since 2025-06-30
- 921937835 · 6.6% · long · since 2025-06-30
- 921909768 · 4.8% · long · since 2025-06-30
- 46432F834 · 4.2% · long · since 2025-06-30
- 25434V880 · 3.7% · long · since 2025-06-30
- 464287614 · 2.8% · long · since 2025-06-30
- 92203J407 · 2.7% · long · since 2025-06-30
- MCD · 2.5% · long · since 2025-06-30
- 33939L803 · 2.2% · long · since 2025-06-30