Long-term investor
Mcmorgan & Co. LLC @mcmorgancollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001162695).
Record
- Tracked since 2025-06-30 (434 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +5.5% · 1 year +9.5% · all +9.5%
- Max drawdown -0.9% · Sharpe 0.63 · win rate 59% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BND · 21.6% · long · since 2025-06-30
- VOO · 12.5% · long · since 2025-06-30
- IUSB · 7.6% · long · since 2025-06-30
- DYNF · 6.2% · long · since 2025-06-30
- SPTL · 5.9% · long · since 2025-06-30
- CORO · 5.5% · long · since 2026-03-31
- JPST · 5.1% · long · since 2025-06-30
- VEA · 4.8% · long · since 2025-06-30
- IVW · 3.9% · long · since 2025-06-30
- QUAL · 3.7% · long · since 2025-06-30
- FLOT · 3.4% · long · since 2025-06-30
- THRO · 2.8% · long · since 2025-06-30