Long-term investor

Holcombe Financial, Inc. @holcombefinancialinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056177).

Record

  • Tracked since 2025-06-30 (431 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.0% · 6 months +3.9% · 1 year +10.0% · all +10.0%
  • Max drawdown -0.8% · Sharpe 0.79 · win rate 44% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 14.0% · long · since 2025-06-30
  • 808524862 · 14.0% · long · since 2025-06-30
  • 53656F581 · 8.4% · long · since 2025-06-30
  • 808524854 · 7.0% · long · since 2025-06-30
  • 25861R105 · 6.9% · long · since 2025-12-31
  • 53656F573 · 6.6% · long · since 2025-06-30
  • 46429B747 · 6.6% · long · since 2025-06-30
  • 025072703 · 4.3% · long · since 2025-06-30
  • 33939L837 · 3.8% · long · since 2025-09-30
  • 025072885 · 3.5% · long · since 2025-06-30
  • 25861R303 · 3.5% · long · since 2025-06-30
  • 82889N855 · 2.4% · long · since 2025-06-30

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