Long-term investor
Englebert Financial Advisers, LLC @englebertfinancialadvise
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097035).
Record
- Tracked since 2025-12-31 (270 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922040845 · 11.1% · long · since 2025-12-31
- 47103U852 · 10.1% · long · since 2025-12-31
- 47103U746 · 8.8% · long · since 2025-12-31
- 90470L550 · 8.4% · long · since 2025-12-31
- 47103U845 · 7.9% · long · since 2025-12-31
- 922020748 · 7.4% · long · since 2025-12-31
- 922908363 · 4.1% · long · since 2025-12-31
- 921946794 · 2.6% · long · since 2025-12-31
- AVGO · 1.9% · long · since 2025-12-31
- 47103U753 · 1.9% · long · since 2025-12-31
- 922908744 · 1.8% · long · since 2025-12-31
- DKNG · 1.7% · long · since 2025-12-31