Long-term investor
Cosner Financial Group, LLC @cosnerfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001674627).
Record
- Tracked since 2025-06-30 (472 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +7.7% · 1 year +2.7% · all +2.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288307 · 14.0% · long · since 2025-06-30
- 464287408 · 10.4% · long · since 2025-06-30
- 464288620 · 10.0% · long · since 2025-06-30
- 464287150 · 8.8% · long · since 2025-06-30
- 464287663 · 8.0% · long · since 2025-06-30
- 464289438 · 8.0% · long · since 2025-06-30
- 464287671 · 7.8% · long · since 2025-06-30
- 464287226 · 5.7% · long · since 2025-06-30
- 464287309 · 5.4% · long · since 2025-06-30
- 464287200 · 5.1% · long · since 2025-06-30
- 46435G326 · 2.9% · long · since 2025-06-30
- CVX · 1.8% · long · since 2025-06-30