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 (293 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days -4.9% · 6 months +31.2% · 1 year n/a · all +31.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 11.9% · long · since 2025-12-31
- 81369Y803 · 10.6% · long · since 2025-12-31
- 922908769 · 6.6% · long · since 2025-12-31
- 921908844 · 5.2% · long · since 2025-12-31
- MSFT · 3.9% · long · since 2025-12-31
- 921910816 · 3.7% · long · since 2025-12-31
- 81369Y852 · 3.2% · long · since 2025-12-31
- 921946406 · 3.1% · long · since 2025-12-31
- 464287523 · 2.5% · 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