Long-term investor

Cordgrass Capital Advisors, LLC @cordgrasscapitaladvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912040).

Record

  • Tracked since 2025-06-30 (454 days), 148 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +40.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CAT · 6.2% · long · since 2025-06-30
  • AAPL · 5.2% · long · since 2025-06-30
  • 922908363 · 4.1% · long · since 2025-06-30
  • 02079K107 · 3.5% · long · since 2025-06-30
  • COST · 3.1% · long · since 2025-06-30
  • 534187109 · 2.9% · long · since 2025-06-30
  • 464287655 · 2.5% · long · since 2025-06-30
  • PEN · 2.4% · long · since 2025-06-30
  • 46137V357 · 2.0% · long · since 2025-06-30
  • JNJ · 1.9% · long · since 2025-06-30
  • V · 1.9% · long · since 2025-06-30
  • 921943858 · 1.7% · long · since 2025-06-30

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