Long-term investor

Madrona Financial Services, LLC @madronafinancialservices

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001578370).

Record

  • Tracked since 2025-12-31 (249 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.1% · 6 months n/a · 1 year n/a · all +9.6%
  • Max drawdown n/a · win rate 17% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 11.7% · long · since 2025-12-31
  • QQQ · 8.7% · long · since 2025-12-31
  • 09290C103 · 5.2% · long · since 2025-12-31
  • 26922A420 · 4.2% · long · since 2025-12-31
  • 464288240 · 4.1% · long · since 2025-12-31
  • 37954Y632 · 4.0% · long · since 2025-12-31
  • 78464A870 · 4.0% · long · since 2025-12-31
  • 46434G103 · 3.6% · long · since 2025-12-31
  • 33738R605 · 3.6% · long · since 2025-12-31
  • 66538H591 · 3.5% · long · since 2025-12-31
  • 921937835 · 3.5% · long · since 2025-12-31
  • MSFT · 3.1% · long · since 2025-12-31

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