Long-term investor

Kirkwood Financial Services @kirkwoodfinancialservice

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001814128).

Record

  • Tracked since 2025-09-30 (371 days), 21 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.2% · 6 months +11.4% · 1 year n/a · all +13.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 25.2% · long · since 2025-09-30
  • 46138G649 · 14.6% · long · since 2026-06-30
  • DIA · 9.8% · long · since 2025-09-30
  • 33738R118 · 9.1% · long · since 2025-09-30
  • 33739Q408 · 7.5% · long · since 2025-09-30
  • 92647X764 · 5.3% · long · since 2025-09-30
  • 92647X830 · 5.1% · long · since 2026-03-31
  • 33740F789 · 3.8% · long · since 2025-09-30
  • 92647N535 · 3.7% · long · since 2025-09-30
  • 33740F821 · 3.7% · long · since 2025-09-30
  • 33734X192 · 3.3% · long · since 2025-09-30
  • 33739Q200 · 1.8% · long · since 2025-09-30

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