Long-term investor
Enterprise Financial Services Corp. @enterprisefinancialservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001025835).
Record
- Tracked since 2025-06-30 (448 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EFSC · 13.8% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- PEP · 3.8% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- MU · 2.5% · long · since 2025-12-31
- 084670108 · 2.4% · long · since 2025-06-30
- AMAT · 2.2% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- YUM · 1.5% · long · since 2025-06-30