Long-term investor

Cardinal Strategic Wealth Guidance @cardinalstrategicwealthg

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801989).

Record

  • Tracked since 2025-12-31 (249 days), 31 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.4% · 6 months n/a · 1 year n/a · all +10.5%
  • Max drawdown n/a · win rate 30% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 31.1% · long · since 2025-12-31
  • 464287671 · 12.4% · long · since 2025-12-31
  • 46434G764 · 6.1% · long · since 2025-12-31
  • 46432F339 · 5.3% · long · since 2025-12-31
  • 78464A508 · 5.3% · long · since 2025-12-31
  • 09290C103 · 4.3% · long · since 2026-06-30
  • 46641Q647 · 3.9% · long · since 2026-06-30
  • 09290C780 · 3.1% · long · since 2025-12-31
  • 464288877 · 2.8% · long · since 2025-12-31
  • 464288885 · 2.3% · long · since 2025-12-31
  • 46429B267 · 2.2% · long · since 2026-06-30
  • 37960A529 · 2.1% · long · since 2025-12-31

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