Long-term investor
Hapanowicz & Associates Financial Services, Inc. @hapanowiczassociatesfina
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001695959).
Record
- Tracked since 2025-06-30 (448 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months n/a · 1 year +18.8% · all +18.8%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C680 · 21.1% · long · since 2025-06-30
- 92206C714 · 20.3% · long · since 2025-06-30
- 78462F103 · 13.7% · long · since 2025-06-30
- 74933W486 · 11.0% · long · since 2026-06-30
- 808524854 · 10.7% · long · since 2025-09-30
- 921908844 · 6.6% · long · since 2025-06-30
- 922908538 · 2.9% · long · since 2025-06-30
- 92206C730 · 2.3% · long · since 2025-06-30
- 33734Y109 · 1.9% · long · since 2025-06-30
- 464288240 · 1.4% · long · since 2025-06-30
- 464287473 · 1.1% · long · since 2025-06-30
- 45409F827 · 0.8% · long · since 2025-12-31