Long-term investor
Mountain Capital Investment Advisors Inc. @mountaincapitalinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001714506).
Record
- Tracked since 2025-06-30 (434 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +4.1% · 6 months +11.3% · 1 year +19.1% · all +19.1%
- Max drawdown 0.0% · Sharpe 2.38 · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524755 · 21.9% · long · since 2025-09-30
- 922908744 · 19.6% · long · since 2025-06-30
- 922908736 · 17.8% · long · since 2025-06-30
- 808524706 · 7.5% · long · since 2025-09-30
- 41653L305 · 6.4% · long · since 2025-06-30
- 922908751 · 6.3% · long · since 2025-06-30
- 015564206 · 6.2% · long · since 2025-09-30
- 46641Q332 · 2.2% · long · since 2025-06-30
- 46654Q203 · 1.6% · long · since 2025-06-30
- 921946794 · 1.5% · long · since 2025-06-30
- TSLA · 1.0% · long · since 2025-06-30
- AAPL · 0.9% · long · since 2025-06-30
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