Long-term investor

Cary Street Partners Financial LLC @carystreetpartnersfinanc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475045).

Record

  • Tracked since 2025-06-30 (431 days), 49 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.3% · 6 months +7.6% · 1 year +14.4% · all +14.4%
  • Max drawdown -2.0% · Sharpe 0.92 · win rate 28% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908744 · 3.1% · long · since 2025-06-30
  • AAPL · 3.0% · long · since 2025-06-30
  • 922908736 · 2.5% · long · since 2025-06-30
  • 02079K107 · 1.8% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30
  • 14064D550 · 1.7% · long · since 2025-06-30
  • 464288885 · 1.4% · long · since 2025-06-30
  • 464288877 · 1.3% · long · since 2025-06-30
  • 29287L700 · 1.3% · long · since 2025-06-30
  • 922908751 · 1.3% · long · since 2025-06-30
  • GOOGL · 1.2% · long · since 2025-06-30
  • 46641Q159 · 1.2% · long · since 2025-06-30

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