Long-term investor
Ehrlich Financial Group @ehrlichfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010632).
Record
- Tracked since 2025-06-30 (448 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 8.4% · long · since 2025-06-30
- 09290C764 · 5.3% · long · since 2026-03-31
- 921932703 · 5.2% · long · since 2026-03-31
- 09290C103 · 4.8% · long · since 2025-06-30
- 921932505 · 4.5% · long · since 2026-03-31
- 37960A529 · 3.1% · long · since 2025-09-30
- 921908844 · 2.6% · long · since 2025-06-30
- 464287309 · 2.5% · long · since 2025-06-30
- 464288679 · 2.4% · long · since 2025-06-30
- 09290C806 · 2.4% · long · since 2025-06-30
- 09290C780 · 2.4% · long · since 2026-06-30
- 78463X509 · 1.9% · long · since 2025-06-30