Long-term investor
Midwest Heritage Bank, Fsb @midwestheritagebankfsb
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001906805).
Record
- Tracked since 2025-06-30 (484 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.4% · 1 year -3.1% · all -3.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 16.1% · long · since 2025-09-30
- 14020V108 · 13.8% · long · since 2025-09-30
- 14020W106 · 10.0% · long · since 2025-09-30
- 14020Y102 · 8.6% · long · since 2025-09-30
- 25239Y196 · 6.3% · long · since 2026-09-30
- 25434V583 · 5.6% · long · since 2025-09-30
- 25434V203 · 4.8% · long · since 2025-09-30
- 14020G101 · 4.7% · long · since 2025-09-30
- 25434V500 · 4.4% · long · since 2025-09-30
- 25434V302 · 2.6% · long · since 2025-09-30
- 464287457 · 2.5% · long · since 2025-09-30
- 33739E108 · 2.5% · long · since 2025-09-30