Long-term investor
Downshift Financial, LLC @downshiftfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002118380).
Record
- Tracked since 2025-12-31 (264 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +4.4% · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 11.8% · long · since 2025-12-31
- 808524805 · 10.0% · long · since 2025-12-31
- 922908769 · 8.5% · long · since 2025-12-31
- 808524854 · 8.0% · long · since 2025-12-31
- 808524201 · 7.3% · long · since 2025-12-31
- 922908637 · 4.8% · long · since 2025-12-31
- 921909768 · 4.3% · long · since 2025-12-31
- 808524508 · 2.6% · long · since 2025-12-31
- 78464A854 · 2.6% · long · since 2025-12-31
- 92206C706 · 2.4% · long · since 2025-12-31
- 46432F834 · 2.2% · long · since 2025-12-31
- 78464A672 · 2.0% · long · since 2025-12-31