Long-term investor
Leelyn Smith, LLC @leelynsmithllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001777817).
Record
- Tracked since 2025-06-30 (434 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months +7.8% · 1 year +13.6% · all +13.6%
- Max drawdown -1.3% · Sharpe 1.02 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MGK · 8.5% · long · since 2025-06-30
- MOAT · 6.7% · long · since 2025-06-30
- SCHD · 6.3% · long · since 2025-06-30
- JSMD · 4.6% · long · since 2025-06-30
- FLXR · 3.9% · long · since 2025-06-30
- FBND · 3.9% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- KLAC · 2.0% · long · since 2025-06-30
- NVDA · 2.0% · long · since 2025-06-30
- USMV · 1.9% · long · since 2025-06-30
- VNLA · 1.8% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30