Long-term investor
Ls Investment Advisors, LLC @lsinvestmentadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001455845).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +10.4% · 6 months +9.0% · 1 year +17.4% · all +17.4%
- Max drawdown -3.4% · Sharpe 0.94 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.7% · long · since 2025-06-30
- GOOG · 6.1% · long · since 2025-06-30
- VYMI · 4.9% · long · since 2025-06-30
- CAT · 4.2% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- V · 2.8% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- AVGO · 2.5% · long · since 2025-06-30
- HD · 2.5% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- ECL · 2.4% · long · since 2025-06-30