Long-term investor

Cogentblue Wealth Advisors, LLC @cogentbluewealthadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054047).

Record

  • Tracked since 2025-06-30 (431 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.1% · 6 months +13.3% · 1 year +21.8% · all +21.8%
  • Max drawdown 0.0% · Sharpe 1.79 · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 025072802 · 14.5% · long · since 2025-06-30
  • 464287150 · 6.0% · long · since 2025-06-30
  • 92206C706 · 5.9% · long · since 2025-06-30
  • 25434V831 · 5.7% · long · since 2025-06-30
  • 25434V658 · 4.3% · long · since 2025-09-30
  • 25434V765 · 4.2% · long · since 2025-06-30
  • 46435G326 · 4.1% · long · since 2025-06-30
  • 25434V609 · 3.5% · long · since 2025-06-30
  • 02072L532 · 3.3% · long · since 2025-06-30
  • 25434V732 · 3.1% · long · since 2025-06-30
  • 922908769 · 2.9% · long · since 2025-06-30
  • 25434V864 · 2.8% · long · since 2025-06-30

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