Long-term investor
Emprise Bank @emprisebank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002018815).
Record
- Tracked since 2025-12-31 (257 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGIT · 12.5% · long · since 2025-12-31
- AVDV · 11.2% · long · since 2025-12-31
- DFEM · 8.4% · long · since 2025-12-31
- VTIP · 6.7% · long · since 2025-12-31
- VTI · 5.0% · long · since 2025-12-31
- VEA · 3.7% · long · since 2025-12-31
- DIHP · 2.9% · long · since 2025-12-31
- DUHP · 2.8% · long · since 2025-12-31
- AVGO · 2.8% · long · since 2025-12-31
- NVDA · 2.6% · long · since 2025-12-31
- SGOV · 2.6% · long · since 2025-12-31
- AAPL · 2.3% · long · since 2025-12-31