Long-term investor
Formulate Financial LLC @formulatefinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002093400).
Record
- Tracked since 2025-09-30 (388 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +5.2% · 1 year n/a · all -0.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 18.4% · long · since 2025-09-30
- 46090E103 · 15.6% · long · since 2025-09-30
- 78462F103 · 11.7% · long · since 2025-09-30
- 464287622 · 11.3% · long · since 2025-09-30
- 921908844 · 10.5% · long · since 2025-09-30
- 464287309 · 7.9% · long · since 2025-09-30
- 464287150 · 4.9% · long · since 2025-09-30
- 464287614 · 3.4% · long · since 2025-09-30
- 92206C730 · 2.6% · long · since 2025-09-30
- MSFT · 2.4% · long · since 2025-09-30
- AMZN · 1.7% · long · since 2025-09-30
- 02079K107 · 1.5% · long · since 2025-09-30