Long-term investor

Keynote Financial Services LLC @keynotefinancialservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026127).

Record

  • Tracked since 2025-06-30 (431 days), 83 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.2% · 6 months +9.4% · 1 year +18.1% · all +18.1%
  • Max drawdown 0.0% · Sharpe 1.89 · win rate 37% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 5.0% · long · since 2025-06-30
  • ABBV · 4.5% · long · since 2025-06-30
  • 92203C303 · 4.4% · long · since 2025-06-30
  • INTC · 4.2% · long · since 2025-06-30
  • BRK-B · 2.7% · long · since 2025-06-30
  • GOOGL · 2.7% · long · since 2025-06-30
  • MU · 2.4% · long · since 2025-06-30
  • RTX · 2.4% · long · since 2025-06-30
  • LITE · 2.1% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30
  • 784305104 · 1.5% · long · since 2025-06-30
  • AMAT · 1.5% · long · since 2025-06-30

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