Long-term investor
Gimbal Financial @gimbalfinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001835206).
Record
- Tracked since 2024-12-31 (630 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.2% · 1 year +10.9% · all +13.3%
- Max drawdown -0.8% · Sharpe 0.74 · win rate 73% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 18.6% · long · since 2024-12-31
- 464287655 · 17.7% · long · since 2025-09-30
- 46434V621 · 9.3% · long · since 2024-12-31
- 316092600 · 8.8% · long · since 2026-06-30
- 78464A714 · 7.0% · long · since 2026-06-30
- 464287192 · 6.8% · long · since 2026-06-30
- LLY · 6.8% · long · since 2024-12-31
- 464288521 · 6.3% · long · since 2026-06-30
- LLY_PUT · 3.3% · long · since 2024-12-31
- 46137V266 · 2.1% · long · since 2025-06-30
- TXN · 0.9% · long · since 2024-12-31
- AAPL · 0.6% · long · since 2024-12-31