Long-term investor
Htg Investment Advisors, Inc. @htginvestmentadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001963875).
Record
- Tracked since 2025-06-30 (448 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +16.5% · all +16.5%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 9.9% · long · since 2025-06-30
- 025072885 · 9.7% · long · since 2025-06-30
- 25434V799 · 7.2% · long · since 2025-06-30
- 025072703 · 7.0% · long · since 2025-06-30
- 25434V880 · 5.6% · long · since 2025-06-30
- 46654Q724 · 4.6% · long · since 2025-06-30
- 922908744 · 4.0% · long · since 2025-06-30
- 92206C409 · 3.9% · long · since 2025-09-30
- CBRE · 3.8% · long · since 2025-06-30
- 92203C303 · 3.5% · long · since 2025-06-30
- 25434V732 · 3.2% · long · since 2025-06-30
- 46641Q647 · 3.2% · long · since 2025-06-30