Long-term investor
Navpoint Financial, Inc. @navpointfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009813).
Record
- Tracked since 2025-06-30 (445 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +3.3% · 6 months n/a · 1 year +12.7% · all +12.7%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPIE · 8.9% · long · since 2025-06-30
- GLDM · 7.6% · long · since 2025-06-30
- FPAG · 7.5% · long · since 2025-06-30
- CGCP · 5.9% · long · since 2025-06-30
- JPST · 4.7% · long · since 2025-06-30
- VPLS · 4.3% · long · since 2025-09-30
- VOO · 4.1% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- CGGO · 4.0% · long · since 2025-06-30
- MINT · 4.0% · long · since 2025-06-30
- VB · 3.3% · long · since 2025-06-30
- OAKM · 3.0% · long · since 2025-06-30