Long-term investor

Nestegg Advisors, Inc. @nesteggadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002062716).

Record

  • Tracked since 2025-06-30 (449 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.5% · 1 year n/a · all -2.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287614 · 16.5% · long · since 2025-06-30
  • 464287598 · 13.7% · long · since 2025-06-30
  • 464287804 · 10.4% · long · since 2025-06-30
  • 46438G653 · 7.2% · long · since 2025-12-31
  • 33738R506 · 7.1% · long · since 2025-06-30
  • 87283Q883 · 5.8% · long · since 2026-03-31
  • 808524300 · 5.6% · long · since 2025-06-30
  • 922908736 · 5.2% · long · since 2025-06-30
  • 921943858 · 3.4% · long · since 2025-06-30
  • AAPL · 2.9% · long · since 2025-06-30
  • 808524805 · 2.4% · long · since 2025-06-30
  • 46139W767 · 2.2% · long · since 2025-12-31

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