Long-term investor
Goldstone Financial Group, LLC @goldstonefinancialgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002040021).
Record
- Tracked since 2025-06-30 (446 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months n/a · 1 year +14.9% · all +14.9%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.4% · long · since 2025-06-30
- 46090E103 · 4.6% · long · since 2025-06-30
- 46641Q761 · 3.7% · long · since 2025-06-30
- 922908744 · 3.6% · long · since 2025-06-30
- 464287671 · 2.5% · long · since 2025-06-30
- 33740F755 · 2.5% · long · since 2025-06-30
- 46641Q852 · 2.5% · long · since 2025-06-30
- 922042742 · 1.9% · long · since 2026-03-31
- 46434V316 · 1.8% · long · since 2026-03-31
- 922908629 · 1.8% · long · since 2025-06-30
- 30254T577 · 1.8% · long · since 2026-03-31
- 78463X475 · 1.8% · long · since 2026-03-31