Long-term investor
Eight 31 Financial, LLC @eight31financialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011328).
Record
- Tracked since 2025-12-31 (261 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +2.5% · 6 months n/a · 1 year n/a · all +4.0%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 9.2% · long · since 2025-12-31
- IBTK · 6.0% · long · since 2025-12-31
- IBTI · 5.6% · long · since 2025-12-31
- IBTJ · 5.6% · long · since 2025-12-31
- IBDS · 4.8% · long · since 2025-12-31
- IBTH · 4.8% · long · since 2025-12-31
- IBDT · 4.8% · long · since 2025-12-31
- IBDV · 4.8% · long · since 2025-12-31
- AOR · 4.6% · long · since 2025-12-31
- XOM · 4.4% · long · since 2025-12-31
- IDEV · 4.4% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31