Long-term investor

Curtis Advisory Group, LLC @curtisadvisorygroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001664656).

Record

  • Tracked since 2025-12-31 (249 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year n/a · all +6.4%
  • Max drawdown n/a · win rate 27% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 11.3% · long · since 2025-12-31
  • 78462F103 · 9.2% · long · since 2025-12-31
  • 808524300 · 8.3% · long · since 2025-12-31
  • AMZN · 5.3% · long · since 2025-12-31
  • 92204A702 · 4.3% · long · since 2025-12-31
  • 464287614 · 3.8% · long · since 2025-12-31
  • 78464A854 · 3.5% · long · since 2025-12-31
  • QQQ · 2.3% · long · since 2025-12-31
  • 46137V308 · 2.2% · long · since 2025-12-31
  • 46641Q332 · 2.1% · long · since 2025-12-31
  • 46654Q724 · 2.0% · long · since 2025-12-31
  • 37954Y632 · 1.8% · long · since 2025-12-31

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