Long-term investor
Compton Financial Group, LLC @comptonfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844567).
Record
- Tracked since 2025-06-30 (445 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGBL · 9.3% · long · since 2025-12-31
- SPYG · 6.9% · long · since 2025-06-30
- SPYV · 6.7% · long · since 2025-06-30
- SPTI · 6.4% · long · since 2025-06-30
- CGCB · 5.7% · long · since 2025-12-31
- CGCP · 5.6% · long · since 2025-12-31
- CGDG · 4.6% · long · since 2025-12-31
- CGDV · 4.3% · long · since 2025-12-31
- SPDW · 4.3% · long · since 2025-06-30
- CGGE · 4.3% · long · since 2025-12-31
- CGMS · 3.9% · long · since 2025-12-31
- SPMB · 3.7% · long · since 2025-06-30