Long-term investor

Mcglone Suttner Wealth Management, Inc. @mcglonesuttnerwealthmana

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964819).

Record

  • Tracked since 2025-06-30 (449 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year n/a · all +0.9%
  • Max drawdown n/a · win rate 39% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V708 · 19.9% · long · since 2025-06-30
  • 464287663 · 8.6% · long · since 2025-06-30
  • 025072885 · 7.9% · long · since 2025-06-30
  • 808524201 · 7.3% · long · since 2025-06-30
  • 316188309 · 5.9% · long · since 2025-06-30
  • 25434V807 · 4.5% · long · since 2025-06-30
  • 14020Y102 · 3.9% · long · since 2025-06-30
  • 14019W109 · 2.8% · long · since 2025-06-30
  • 31609A404 · 2.4% · long · since 2026-03-31
  • 46434G103 · 2.3% · long · since 2025-06-30
  • 25434V500 · 2.2% · long · since 2025-06-30
  • 92206C870 · 1.7% · long · since 2026-03-31

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