Long-term investor
Mengis Capital Management, Inc. @mengiscapitalmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001609674).
Record
- Tracked since 2025-06-30 (434 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +14.4% · 1 year +21.0% · all +21.0%
- Max drawdown 0.0% · Sharpe 2.10 · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.2% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- 02079K107 · 3.4% · long · since 2025-06-30
- 74762E102 · 2.9% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- DE · 2.6% · long · since 2025-06-30
- CVX · 2.5% · long · since 2025-06-30
- 381430107 · 2.1% · long · since 2025-06-30
- 573874104 · 2.1% · long · since 2025-09-30
- ATI · 2.1% · long · since 2025-06-30
- PCAR · 2.0% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30
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