Long-term investor
Kaizen Financial Strategies @kaizenfinancialstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842013).
Record
- Tracked since 2025-06-30 (476 days), 204 trades recorded
- Returns: week n/a · month n/a · 90 days -2.8% · 6 months +14.5% · 1 year +21.5% · all +21.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.9% · long · since 2025-09-30
- 808524300 · 6.6% · long · since 2025-09-30
- 14020W106 · 4.7% · long · since 2025-09-30
- NVDA · 4.4% · long · since 2025-09-30
- 78462F103 · 4.0% · long · since 2025-09-30
- 922908363 · 3.5% · long · since 2025-09-30
- 02079K107 · 3.0% · long · since 2025-09-30
- 808524789 · 2.9% · long · since 2025-09-30
- 808524698 · 2.9% · long · since 2025-09-30
- 922020748 · 2.9% · long · since 2025-09-30
- 921946406 · 2.8% · long · since 2025-12-31
- 46090E103 · 2.5% · long · since 2025-09-30