Long-term investor
Formidable Asset Management, LLC @formidableassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001592613).
Record
- Tracked since 2023-06-30 (1207 days), 454 trades recorded
- Returns: week n/a · month n/a · 90 days -37.9% · 6 months +8.4% · 1 year +9.3% · all +11.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.2% · long · since 2025-06-30
- PG · 5.8% · long · since 2025-06-30
- NVDA · 3.9% · long · since 2025-06-30
- 26923N504 · 3.0% · long · since 2025-06-30
- 26923N306 · 2.8% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- META · 2.3% · long · since 2025-06-30
- 02079K107 · 1.9% · long · since 2025-06-30
- LLY · 1.7% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
- JPM · 1.3% · long · since 2025-06-30
- TSLA · 1.2% · long · since 2025-06-30