Long-term investor
Greenberg Financial Group @greenbergfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000946626).
Record
- Tracked since 2025-03-31 (539 days), 121 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.0%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 14.9% · long · since 2025-03-31
- 46090E103 · 8.9% · long · since 2025-03-31
- 46137V357 · 5.6% · long · since 2025-03-31
- 78467X109 · 4.3% · long · since 2025-03-31
- AAPL · 4.3% · long · since 2025-03-31
- 464287655 · 4.1% · long · since 2025-03-31
- 464287507 · 4.0% · long · since 2025-03-31
- MSFT · 3.9% · long · since 2025-03-31
- 464287168 · 3.7% · long · since 2025-03-31
- 921946406 · 3.3% · long · since 2025-03-31
- 464288687 · 3.1% · long · since 2025-03-31
- 464287432 · 2.7% · long · since 2025-03-31