Long-term investor
Conrad Siegel Investment Advisors, Inc. @conradsiegelinvestmentad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905875).
Record
- Tracked since 2025-06-30 (446 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year +19.7% · all +19.7%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 22.1% · long · since 2025-06-30
- 922908363 · 18.8% · long · since 2025-06-30
- 921943858 · 7.1% · long · since 2025-06-30
- 922908629 · 6.5% · long · since 2025-06-30
- 46434V282 · 6.4% · long · since 2025-06-30
- 46435G326 · 5.3% · long · since 2026-06-30
- 25434V609 · 5.1% · long · since 2025-06-30
- 25434V880 · 4.3% · long · since 2025-06-30
- 46432F842 · 2.9% · long · since 2025-06-30
- 25434V732 · 2.7% · long · since 2025-06-30
- 922042858 · 2.5% · long · since 2025-06-30
- 46434V274 · 2.4% · long · since 2025-12-31