Long-term investor

Cdm Financial Counseling Services, Inc. @cdmfinancialcounselingse

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107537).

Record

  • Tracked since 2025-12-31 (249 days), 18 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.9% · 6 months n/a · 1 year n/a · all +9.9%
  • Max drawdown n/a · win rate 57% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 12.0% · long · since 2025-12-31
  • 81369Y803 · 10.5% · long · since 2025-12-31
  • 922908769 · 6.3% · long · since 2025-12-31
  • 921908844 · 5.3% · long · since 2025-12-31
  • 921910816 · 3.6% · long · since 2025-12-31
  • 921946406 · 3.2% · long · since 2025-12-31
  • 81369Y852 · 3.1% · long · since 2025-12-31
  • MSFT · 2.9% · long · since 2025-12-31
  • 464287523 · 2.9% · long · since 2025-12-31
  • 922908736 · 2.4% · long · since 2025-12-31
  • 922908363 · 2.2% · long · since 2025-12-31
  • 464287200 · 2.1% · long · since 2025-12-31

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