Long-term investor
Intrust Bank Na @intrustbankna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001034771).
Record
- Tracked since 2025-06-30 (434 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +11.0% · 1 year +19.0% · all +19.0%
- Max drawdown -2.0% · Sharpe 1.19 · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 20.2% · long · since 2025-06-30
- IEFA · 5.3% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- IWR · 2.5% · long · since 2026-03-31
- VLUE · 2.1% · long · since 2025-06-30
- HCA · 2.1% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- MU · 1.9% · long · since 2025-06-30
- 46090E103 · 1.6% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30