Long-term investor

Cgc Financial Services, LLC @cgcfinancialservicesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001992785).

Record

  • Tracked since 2025-06-30 (431 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.1% · 6 months +10.4% · 1 year +15.8% · all +15.8%
  • Max drawdown -0.5% · Sharpe 1.16 · win rate 34% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 47103U845 · 12.8% · long · since 2026-06-30
  • 808524797 · 11.7% · long · since 2025-06-30
  • 31609A404 · 10.7% · long · since 2025-06-30
  • 464287309 · 10.6% · long · since 2025-09-30
  • 46654Q724 · 10.1% · long · since 2025-06-30
  • 46654Q716 · 6.7% · long · since 2025-06-30
  • 31624J745 · 6.5% · long · since 2026-06-30
  • 464287507 · 5.8% · long · since 2025-06-30
  • 46641Q118 · 5.7% · long · since 2025-06-30
  • 464289438 · 3.1% · long · since 2025-06-30
  • 46434V449 · 2.1% · long · since 2025-06-30
  • 67092P813 · 1.4% · long · since 2025-06-30

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