Long-term investor

Hcr Wealth Advisors @hcrwealthadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001697715).

Record

  • Tracked since 2025-06-30 (431 days), 26 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.0% · 6 months +7.6% · 1 year +18.6% · all +18.6%
  • Max drawdown -3.4% · Sharpe 0.94 · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 13.3% · long · since 2025-06-30
  • 922908736 · 10.4% · long · since 2025-06-30
  • 921946406 · 9.3% · long · since 2025-06-30
  • NVDA · 5.5% · long · since 2025-06-30
  • 922908652 · 4.3% · long · since 2025-12-31
  • 464287200 · 3.4% · long · since 2025-06-30
  • GOOGL · 3.0% · long · since 2025-06-30
  • PANW · 2.2% · long · since 2025-06-30
  • 46434G103 · 2.0% · long · since 2025-06-30
  • 33739E108 · 1.6% · long · since 2025-06-30
  • 464287804 · 1.6% · long · since 2025-06-30
  • MSFT · 1.6% · long · since 2025-06-30

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