Long-term investor
Gradient Capital Advisors, LLC @gradientcapitaladvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001727917).
Record
- Tracked since 2025-06-30 (446 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +19.7% · all +19.7%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 9.1% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 78463X889 · 3.6% · long · since 2025-06-30
- 92206C409 · 3.3% · long · since 2025-06-30
- 25434V583 · 3.0% · long · since 2025-06-30
- 25434V864 · 2.8% · long · since 2025-06-30
- 808524805 · 2.7% · long · since 2025-06-30
- 808524508 · 2.6% · long · since 2025-06-30
- 25434V609 · 2.2% · long · since 2025-06-30
- 02079K305 · 2.2% · long · since 2025-06-30
- 25434V732 · 2.1% · long · since 2025-06-30
- 922908637 · 2.0% · long · since 2025-06-30