Long-term investor
Foundry Financial Group, Inc. @foundryfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007960).
Record
- Tracked since 2025-06-30 (445 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +10.5% · all +10.5%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.3% · long · since 2025-12-31
- AVIV · 7.4% · long · since 2025-12-31
- DYNF · 6.4% · long · since 2025-12-31
- IUSG · 6.3% · long · since 2025-12-31
- JGRO · 6.0% · long · since 2025-12-31
- IEFA · 5.7% · long · since 2025-12-31
- AVLV · 5.0% · long · since 2025-12-31
- JTEK · 4.1% · long · since 2025-12-31
- EMXC · 4.0% · long · since 2025-12-31
- IEI · 4.0% · long · since 2025-12-31
- IUSV · 3.9% · long · since 2025-12-31
- PVAL · 3.8% · long · since 2025-12-31