Long-term investor
Carbahal Olsen Financial Services Group, LLC @carbahalolsenfinancialse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002052538).
Record
- Tracked since 2025-06-30 (454 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +12.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 25.2% · long · since 2025-06-30
- 46090E103 · 14.2% · long · since 2025-06-30
- 464287309 · 12.8% · long · since 2025-06-30
- 46432F842 · 10.6% · long · since 2025-06-30
- 464287226 · 8.1% · long · since 2025-06-30
- 316092840 · 5.5% · long · since 2025-06-30
- 464287408 · 4.8% · long · since 2025-06-30
- 464287648 · 4.0% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 464287168 · 1.4% · long · since 2025-06-30
- 335925103 · 0.9% · long · since 2026-06-30
- BRK-B · 0.8% · long · since 2025-06-30