Long-term investor
Fragasso Financial Advisors Inc. @fragassofinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001613331).
Record
- Tracked since 2025-09-30 (379 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days -2.1% · 6 months -1.7% · 1 year n/a · all -3.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 16.9% · long · since 2025-09-30
- 316092113 · 8.5% · long · since 2025-09-30
- 31609A404 · 5.2% · long · since 2025-09-30
- 808524508 · 5.0% · long · since 2025-09-30
- 41151J745 · 4.7% · long · since 2025-12-31
- 46432F842 · 4.7% · long · since 2025-09-30
- 025072604 · 4.4% · long · since 2025-09-30
- AAPL · 4.4% · long · since 2025-09-30
- 72201R585 · 3.8% · long · since 2025-09-30
- 922908363 · 3.3% · long · since 2025-09-30
- 47103U845 · 2.9% · long · since 2025-09-30
- 78464A854 · 2.0% · long · since 2025-09-30