Long-term investor
Cfs Investment Advisory Services, LLC @cfsinvestmentadvisoryser
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845688).
Record
- Tracked since 2025-06-30 (484 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.4% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 9.2% · long · since 2025-09-30
- 69374H105 · 8.0% · long · since 2025-09-30
- 922908736 · 3.9% · long · since 2025-09-30
- 464287598 · 2.7% · long · since 2025-09-30
- 09290C103 · 2.4% · long · since 2025-09-30
- 464287200 · 2.1% · long · since 2025-09-30
- 921943858 · 2.0% · long · since 2025-09-30
- 25434V708 · 1.9% · long · since 2025-09-30
- 464287507 · 1.8% · long · since 2025-09-30
- 46434V613 · 1.7% · long · since 2025-09-30
- 464288240 · 1.6% · long · since 2026-03-31
- 09290C764 · 1.5% · long · since 2026-03-31