Long-term investor
Glen Eagle Advisors, LLC @gleneagleadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002029317).
Record
- Tracked since 2025-06-30 (434 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months +5.3% · 1 year +12.1% · all +12.1%
- Max drawdown -2.1% · Sharpe 0.82 · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRW · 6.5% · long · since 2025-06-30
- SPY · 5.3% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- BKAG · 3.7% · long · since 2025-06-30
- JNJ · 3.6% · long · since 2025-06-30
- NOBL · 3.3% · long · since 2025-06-30
- RSP · 3.2% · long · since 2025-06-30
- SPTS · 2.7% · long · since 2025-06-30
- BUFT · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- BALT · 2.1% · long · since 2025-06-30