Long-term investor
Carson Advisory Inc. @carsonadvisoryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909304).
Record
- Tracked since 2025-06-30 (441 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +12.5% · all +12.5%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HD · 5.1% · long · since 2025-06-30
- CGGO · 4.7% · long · since 2025-06-30
- CGCV · 4.5% · long · since 2025-09-30
- TKNZ · 4.3% · long · since 2025-06-30
- BRK-B · 3.5% · long · since 2025-06-30
- 842587107 · 3.1% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- EIX · 2.5% · long · since 2025-06-30
- D · 2.3% · long · since 2025-06-30
- BINC · 2.3% · long · since 2025-06-30
- IBM · 2.1% · long · since 2025-06-30
- CGDV · 2.0% · long · since 2025-06-30