Long-term investor
Mystic Asset Management, Inc. @mysticassetmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912460).
Record
- Tracked since 2025-06-30 (434 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +8.9% · 1 year +17.7% · all +17.7%
- Max drawdown -1.9% · Sharpe 1.06 · win rate 46% · 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 · 4.1% · long · since 2025-06-30
- NVDA · 3.9% · long · since 2025-06-30
- AVGO · 3.7% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- 46090E103 · 2.6% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30
- CAT · 2.2% · long · since 2025-06-30
- BAC · 1.9% · long · since 2025-06-30
- META · 1.9% · long · since 2025-06-30
- RTX · 1.7% · long · since 2025-06-30
- ETN · 1.6% · long · since 2025-06-30