Long-term investor
Cary Street Partners Investment Advisory LLC @carystreetpartnersinvest
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766904).
Record
- Tracked since 2025-06-30 (434 days), 180 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +7.5% · 1 year +13.7% · all +13.7%
- Max drawdown -2.1% · Sharpe 0.86 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.1% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- VTV · 1.9% · long · since 2025-06-30
- VEU · 1.8% · long · since 2025-06-30
- GOOG · 1.7% · long · since 2025-06-30
- SPYM · 1.6% · long · since 2025-06-30
- IVV · 1.4% · long · since 2025-06-30
- XLK · 1.4% · long · since 2025-06-30
- AVGO · 1.4% · long · since 2025-06-30
- EFG · 1.3% · long · since 2025-06-30
- GOOGL · 1.3% · long · since 2025-06-30