Long-term investor
Holland Advisory Services, Inc. @hollandadvisoryservicesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001890183).
Record
- Tracked since 2025-12-31 (261 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +12.6%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 25.9% · long · since 2025-12-31
- IJH · 22.4% · long · since 2025-12-31
- IJR · 12.6% · long · since 2025-12-31
- FIVA · 7.8% · long · since 2026-06-30
- VTI · 3.1% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- MSFT · 1.4% · long · since 2025-12-31
- SMH · 1.4% · long · since 2026-06-30
- PM · 1.3% · long · since 2025-12-31
- JPM · 1.3% · long · since 2025-12-31
- DELL · 1.3% · long · since 2025-12-31
- IWP · 1.3% · long · since 2025-12-31