Long-term investor

Crosspoint Financial, LLC @crosspointfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927769).

Record

  • Tracked since 2025-06-30 (448 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year +14.6% · all +14.6%
  • Max drawdown n/a · win rate 58% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 45783Y301 · 29.3% · long · since 2025-06-30
  • BRK-B · 8.8% · long · since 2025-06-30
  • 46435U135 · 6.5% · long · since 2025-06-30
  • 33740F425 · 4.8% · long · since 2025-09-30
  • 26922A289 · 4.0% · long · since 2025-06-30
  • 25461A726 · 3.4% · long · since 2025-06-30
  • 45783Y848 · 3.2% · long · since 2025-06-30
  • 025072877 · 3.2% · long · since 2025-06-30
  • 025072182 · 2.9% · long · since 2025-06-30
  • 23306X860 · 2.5% · long · since 2025-06-30
  • 46438G612 · 2.2% · long · since 2025-06-30
  • 45782C425 · 2.1% · long · since 2025-06-30

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