Long-term investor
Iam Advisory, LLC @iamadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001825292).
Record
- Tracked since 2025-12-31 (257 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.3%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGDV · 14.1% · long · since 2025-12-31
- DGRW · 12.5% · long · since 2025-12-31
- NOBL · 8.5% · long · since 2025-12-31
- AVDE · 6.9% · long · since 2025-12-31
- CGGR · 5.7% · long · since 2025-12-31
- CGCP · 5.6% · long · since 2025-12-31
- QGRO · 3.1% · long · since 2025-12-31
- SMH · 3.0% · long · since 2025-12-31
- CGSD · 2.9% · long · since 2025-12-31
- JHML · 2.8% · long · since 2025-12-31
- AVUV · 1.9% · long · since 2025-12-31
- CIBR · 1.9% · long · since 2025-12-31