Long-term investor
Integras Partners LLC @integraspartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055384).
Record
- Tracked since 2025-12-31 (261 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months n/a · 1 year n/a · all +8.7%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CLOI · 5.7% · long · since 2025-12-31
- DCOR · 4.0% · long · since 2026-03-31
- IJR · 3.7% · long · since 2026-03-31
- BAI · 3.7% · long · since 2025-12-31
- DFAT · 2.8% · long · since 2025-12-31
- JTEK · 2.7% · long · since 2025-12-31
- CSCO · 2.6% · long · since 2025-12-31
- CMI · 2.2% · long · since 2025-12-31
- BHP · 2.2% · long · since 2025-12-31
- ABBV · 2.1% · long · since 2025-12-31
- HD · 2.1% · long · since 2025-12-31
- CGSD · 2.1% · long · since 2026-03-31