Long-term investor
Lighthouse Financial Services Inc. /Adv @lighthousefinancialservi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001068979).
Record
- Tracked since 2025-12-31 (262 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 81369Y803 · 14.9% · long · since 2025-12-31
- 81369Y605 · 5.9% · long · since 2025-12-31
- 921937827 · 4.9% · long · since 2025-12-31
- 81369Y209 · 4.9% · long · since 2025-12-31
- 92204A884 · 4.5% · long · since 2025-12-31
- 81369Y704 · 4.5% · long · since 2025-12-31
- 78467V848 · 4.2% · long · since 2025-12-31
- 81369Y407 · 3.3% · long · since 2025-12-31
- 464287226 · 2.5% · long · since 2025-12-31
- 78468R101 · 2.4% · long · since 2025-12-31
- 46137V233 · 2.3% · long · since 2025-12-31
- AAPL · 2.2% · long · since 2025-12-31