Long-term investor
Mattson Financial Services, LLC @mattsonfinancialservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002034595).
Record
- Tracked since 2025-06-30 (449 days), 215 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.2% · 1 year n/a · all +3.5%
- Max drawdown n/a · win rate 54% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.7% · long · since 2025-06-30
- 78464A854 · 3.6% · long · since 2025-06-30
- 25861R402 · 3.6% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- 02079K107 · 2.5% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- 09789C812 · 2.1% · long · since 2025-06-30
- META · 1.9% · long · since 2025-06-30
- 09789C820 · 1.7% · long · since 2025-06-30
- 025072885 · 1.5% · long · since 2025-06-30
- AVGO · 1.4% · long · since 2025-06-30