Long-term investor
Cowa, LLC @cowallc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844480).
Record
- Tracked since 2025-12-31 (261 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days +4.5% · 6 months n/a · 1 year n/a · all +11.8%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IBHF · 6.7% · long · since 2025-12-31
- AVUV · 6.7% · long · since 2025-12-31
- IBDR · 6.6% · long · since 2025-12-31
- FIX · 6.2% · long · since 2025-12-31
- DFIV · 5.9% · long · since 2025-12-31
- IBDX · 4.9% · long · since 2025-12-31
- FNDE · 3.4% · long · since 2025-12-31
- AAPL · 2.9% · long · since 2025-12-31
- IDV · 2.9% · long · since 2025-12-31
- SPYD · 2.3% · long · since 2025-12-31
- IBDW · 2.3% · long · since 2025-12-31
- CTA · 2.1% · long · since 2025-12-31