Long-term investor
Madison Park Capital Advisors, LLC @madisonparkcapitaladviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001993022).
Record
- Tracked since 2025-06-30 (434 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days -0.9% · 6 months -5.7% · 1 year +0.6% · all +0.6%
- Max drawdown -5.7% · Sharpe -0.53 · win rate 42% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VXUS · 7.8% · long · since 2025-06-30
- VUG · 7.5% · long · since 2025-06-30
- SPY · 7.0% · long · since 2025-06-30
- XLU · 5.7% · long · since 2025-06-30
- XLP · 5.4% · long · since 2025-06-30
- MDY · 5.3% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- IJR · 3.3% · long · since 2025-06-30
- AMLP · 3.3% · long · since 2025-06-30
- XLI · 2.9% · long · since 2025-06-30