Long-term investor

Greatbanc Trust Co. @greatbanctrustco

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001427099).

Record

  • Tracked since 2025-09-30 (339 days), 39 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.7% · 6 months +11.8% · 1 year n/a · all +11.8%
  • Max drawdown n/a · win rate 35% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 31.5% · long · since 2025-09-30
  • 921908844 · 8.7% · long · since 2025-09-30
  • 922908629 · 6.1% · long · since 2025-09-30
  • 922042775 · 5.0% · long · since 2025-09-30
  • 464287655 · 4.8% · long · since 2025-09-30
  • 922908751 · 4.8% · long · since 2025-09-30
  • 464287465 · 4.4% · long · since 2025-09-30
  • 464287507 · 4.0% · long · since 2025-09-30
  • 97717Y527 · 3.9% · long · since 2025-09-30
  • 46436E718 · 2.9% · long · since 2026-03-31
  • DIA · 1.5% · long · since 2025-09-30
  • 921937827 · 1.4% · long · since 2025-09-30

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