Long-term investor

Cullen/Frost Bankers, Inc. @cullenfrostbankersinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000039263).

Record

  • Tracked since 2025-06-30 (434 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.2% · 6 months +7.4% · 1 year +14.8% · all +14.8%
  • Max drawdown -3.3% · Sharpe 0.82 · win rate 16% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.4% · long · since 2025-06-30
  • PVAL · 4.3% · long · since 2025-06-30
  • VUG · 3.5% · long · since 2025-06-30
  • MSFT · 3.3% · long · since 2025-06-30
  • NVDA · 3.2% · long · since 2025-06-30
  • EMXC · 3.1% · long · since 2025-06-30
  • GOOGL · 2.3% · long · since 2025-06-30
  • AMZN · 2.1% · long · since 2025-06-30
  • EFA · 2.1% · long · since 2025-06-30
  • AVGO · 2.0% · long · since 2025-06-30
  • GLW · 1.9% · long · since 2025-06-30
  • VB · 1.8% · long · since 2025-06-30

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