Long-term investor
Mb, Levis & Associates, LLC @mblevisassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065807).
Record
- Tracked since 2025-06-30 (434 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +6.8% · 1 year +12.3% · all +12.3%
- Max drawdown -0.8% · Sharpe 1.00 · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 8.4% · long · since 2025-06-30
- VEU · 8.3% · long · since 2025-06-30
- DHS · 6.6% · long · since 2025-06-30
- DGRW · 6.1% · long · since 2025-06-30
- VCRM · 5.1% · long · since 2025-09-30
- IBCA · 5.1% · long · since 2025-09-30
- IBCB · 5.1% · long · since 2026-06-30
- IBDZ · 4.9% · long · since 2025-06-30
- IBDX · 4.9% · long · since 2025-06-30
- VB · 4.7% · long · since 2025-06-30
- IBDY · 4.7% · long · since 2025-06-30
- CGMU · 4.3% · long · since 2025-09-30