Long-term investor

Econ Financial Services Corp. @econfinancialservicescor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001659718).

Record

  • Tracked since 2025-06-30 (448 days), 311 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +11.4% · all +11.4%
  • Max drawdown n/a · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46641Q670 · 6.3% · long · since 2025-06-30
  • 78464A367 · 5.5% · long · since 2026-03-31
  • 72201R585 · 4.3% · long · since 2025-06-30
  • 33741X102 · 3.1% · long · since 2025-06-30
  • 81369Y209 · 3.0% · long · since 2025-06-30
  • 81369Y860 · 2.9% · long · since 2025-06-30
  • HSY · 2.9% · long · since 2025-06-30
  • 46641Q852 · 2.8% · long · since 2025-12-31
  • 72201R569 · 2.8% · long · since 2025-12-31
  • 81369Y886 · 2.8% · long · since 2026-03-31
  • AMZN · 2.4% · long · since 2025-06-30
  • 097023105 · 2.3% · long · since 2025-12-31

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