Long-term investor
Citizens Business Bank @citizensbusinessbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001948632).
Record
- Tracked since 2025-06-30 (448 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +19.6% · all +19.6%
- Max drawdown n/a · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287499 · 10.5% · long · since 2025-06-30
- 921943858 · 9.4% · long · since 2025-06-30
- NVDA · 5.3% · long · since 2025-06-30
- AVGO · 3.5% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- PWR · 3.0% · long · since 2025-06-30
- CVBF · 2.3% · long · since 2025-06-30
- DELL · 2.0% · long · since 2025-06-30
- 46434G764 · 1.9% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- MRVL · 1.8% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30