Long-term investor
Exchange Bank @exchangebank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002001155).
Record
- Tracked since 2025-12-31 (257 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.1% · long · since 2025-12-31
- CAT · 5.0% · long · since 2025-12-31
- JNJ · 4.2% · long · since 2025-12-31
- VTI · 3.1% · long · since 2025-12-31
- MUB · 2.9% · long · since 2025-12-31
- AGG · 2.3% · long · since 2025-12-31
- CVX · 2.3% · long · since 2025-12-31
- MSFT · 2.2% · long · since 2025-12-31
- JPM · 2.2% · long · since 2025-12-31
- GOOGL · 2.2% · long · since 2025-12-31
- PG · 2.1% · long · since 2025-12-31
- BND · 2.1% · long · since 2025-12-31