Long-term investor
Cgn Advisors LLC @cgnadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841506).
Record
- Tracked since 2025-06-30 (434 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +6.7% · 6 months +7.1% · 1 year +12.4% · all +12.4%
- Max drawdown -1.2% · Sharpe 0.94 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JCPB · 6.6% · long · since 2025-06-30
- AVDE · 4.5% · long · since 2025-06-30
- SPDW · 4.5% · long · since 2025-06-30
- SPYG · 4.0% · long · since 2025-06-30
- SPYV · 3.8% · long · since 2025-06-30
- VTI · 3.6% · long · since 2025-06-30
- SPIB · 3.0% · long · since 2025-06-30
- JMBS · 2.4% · long · since 2025-06-30
- BINC · 2.4% · long · since 2025-06-30
- SPEM · 2.2% · long · since 2025-06-30
- AVEM · 1.9% · long · since 2025-06-30
- VCRB · 1.9% · long · since 2025-06-30