Long-term investor
Coastwise Capital Group, LLC @coastwisecapitalgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934500).
Record
- Tracked since 2025-06-30 (434 days), 194 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months +10.4% · 1 year +19.3% · all +19.3%
- Max drawdown -0.5% · Sharpe 1.51 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 8.3% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- SPY · 5.2% · long · since 2025-06-30
- GOOGL · 4.7% · long · since 2025-06-30
- AMZN · 3.8% · long · since 2025-06-30
- 512807306 · 3.8% · long · since 2025-12-31
- NVDA · 3.7% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- 808524409 · 3.2% · long · since 2025-06-30
- 78468R853 · 1.8% · long · since 2025-06-30
- TSLA · 1.7% · long · since 2025-06-30
- META · 1.6% · long · since 2025-06-30
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