Long-term investor
Floyd Financial Group LLC @floydfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007613).
Record
- Tracked since 2025-12-31 (261 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +3.4% · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JEPI · 9.4% · long · since 2025-12-31
- JCPB · 7.7% · long · since 2025-12-31
- NVDA · 7.4% · long · since 2025-12-31
- AMZN · 4.9% · long · since 2025-12-31
- GOOGL · 4.5% · long · since 2025-12-31
- SCHX · 4.3% · long · since 2025-12-31
- SCHA · 4.1% · long · since 2025-12-31
- XLU · 3.7% · long · since 2025-12-31
- MSFT · 3.1% · long · since 2025-12-31
- CIBR · 2.9% · long · since 2025-12-31
- BND · 2.7% · long · since 2025-12-31
- META · 2.6% · long · since 2025-12-31