Long-term investor
Frederick Financial Consultants, LLC @frederickfinancialconsul
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055328).
Record
- Tracked since 2025-06-30 (448 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +13.6% · 6 months n/a · 1 year +23.4% · all +23.4%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R704 · 7.2% · long · since 2025-06-30
- 33738R605 · 7.0% · long · since 2025-06-30
- 78468R671 · 6.8% · long · since 2025-06-30
- 31423L602 · 6.2% · long · since 2026-03-31
- 31423L875 · 5.8% · long · since 2026-03-31
- 78464A607 · 5.3% · long · since 2025-06-30
- 33740F755 · 4.9% · long · since 2025-06-30
- 464287614 · 4.3% · long · since 2025-06-30
- 33738R506 · 4.2% · long · since 2025-06-30
- 921908844 · 2.7% · long · since 2025-06-30
- 92206C680 · 2.7% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30