Long-term investor

Cmc Financial Group @cmcfinancialgroup

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001770940).

Record

  • Tracked since 2025-06-30 (446 days), 157 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.1% · 6 months n/a · 1 year +16.5% · all +16.5%
  • Max drawdown n/a · win rate 11% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 87283Q784 · 15.2% · long · since 2025-09-30
  • 69374H881 · 9.7% · long · since 2025-06-30
  • 885155200 · 9.5% · long · since 2025-09-30
  • 316092360 · 9.2% · long · since 2026-06-30
  • 032108649 · 8.1% · long · since 2025-06-30
  • 92189F106 · 6.7% · long · since 2025-06-30
  • 14021T102 · 3.5% · long · since 2025-09-30
  • AAPL · 3.2% · long · since 2025-06-30
  • MU · 2.2% · long · since 2026-06-30
  • 69374H857 · 2.1% · long · since 2025-06-30
  • BRK-B · 2.0% · long · since 2025-06-30
  • MSFT · 1.7% · long · since 2025-06-30

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