Long-term investor

Moisand Fitzgerald Tamayo, LLC @moisandfitzgeraldtamayol

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001649107).

Record

  • Tracked since 2025-06-30 (473 days), 12 trades recorded
  • Returns: week n/a · month n/a · 90 days +1.3% · 6 months +2.0% · 1 year -4.6% · all -4.6%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V203 · 15.7% · long · since 2025-09-30
  • 025072349 · 12.5% · long · since 2025-09-30
  • 808524862 · 10.6% · long · since 2025-09-30
  • 808524854 · 10.5% · long · since 2025-09-30
  • 25434V500 · 7.7% · long · since 2025-09-30
  • 025072877 · 7.6% · long · since 2025-09-30
  • 025072802 · 4.4% · long · since 2025-09-30
  • 025072133 · 3.6% · long · since 2025-09-30
  • 25434V724 · 2.9% · long · since 2025-09-30
  • 25434V302 · 2.4% · long · since 2025-09-30
  • 464287200 · 1.7% · long · since 2025-09-30
  • 922908363 · 1.4% · long · since 2025-09-30

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