Long-term investor
Marquette Associates, Inc. @marquetteassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002042617).
Record
- Tracked since 2025-06-30 (434 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +9.6% · 1 year +16.0% · all +16.0%
- Max drawdown -1.5% · Sharpe 1.01 · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 14.9% · long · since 2025-06-30
- VTI · 13.3% · long · since 2025-06-30
- IEFA · 11.8% · long · since 2025-06-30
- AGG · 11.3% · long · since 2025-06-30
- NBOS · 9.4% · long · since 2025-06-30
- VXF · 8.7% · long · since 2025-06-30
- IVV · 8.0% · long · since 2025-06-30
- VO · 4.3% · long · since 2025-06-30
- BSV · 4.2% · long · since 2025-06-30
- GUNR · 1.9% · long · since 2025-06-30
- VEA · 1.6% · long · since 2026-06-30
- IGF · 1.4% · long · since 2026-06-30