Long-term investor

Frisch Financial Group, Inc. @frischfinancialgroupinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767730).

Record

  • Tracked since 2025-06-30 (454 days), 130 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +976.8% · all +976.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908744 · 8.3% · long · since 2025-06-30
  • 09290C103 · 6.3% · long · since 2025-09-30
  • 46137V357 · 5.7% · long · since 2025-06-30
  • 78464A672 · 5.3% · long · since 2025-09-30
  • 46434V613 · 4.3% · long · since 2025-09-30
  • 092528603 · 4.0% · long · since 2025-09-30
  • GOOGL · 3.4% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • 81369Y605 · 2.3% · long · since 2025-06-30
  • 09290C764 · 2.2% · long · since 2026-03-31
  • 09290C806 · 2.1% · long · since 2025-09-30
  • 922042742 · 2.1% · long · since 2025-06-30

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