Long-term investor
Cofg Advisors, LLC @cofgadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002104330).
Record
- Tracked since 2025-12-31 (261 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DBEF · 5.3% · long · since 2025-12-31
- AAPL · 5.0% · long · since 2025-12-31
- QFLR · 4.9% · long · since 2025-12-31
- SPY · 4.5% · long · since 2025-12-31
- BJAN · 4.0% · long · since 2025-12-31
- BAPR · 3.5% · long · since 2025-12-31
- BOCT · 3.4% · long · since 2025-12-31
- BJUL · 3.4% · long · since 2025-12-31
- RSP · 3.1% · long · since 2025-12-31
- NVDA · 2.3% · long · since 2025-12-31
- DGRO · 2.1% · long · since 2025-12-31
- IVV · 1.8% · long · since 2025-12-31