Long-term investor

Northcape Wealth Management, LLC @northcapewealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001902806).

Record

  • Tracked since 2025-06-30 (431 days), 78 trades recorded
  • Returns: week n/a · month n/a · 90 days +3.4% · 6 months +9.1% · 1 year +14.6% · all +14.6%
  • Max drawdown 0.0% · Sharpe 2.21 · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GLD · 6.6% · long · since 2025-06-30
  • 47103U845 · 5.1% · long · since 2025-06-30
  • 092528603 · 4.9% · long · since 2026-03-31
  • 46432F842 · 4.2% · long · since 2025-06-30
  • 46434V456 · 3.2% · long · since 2025-06-30
  • AAPL · 2.9% · long · since 2025-06-30
  • 41151J505 · 2.5% · long · since 2025-06-30
  • KMI · 2.4% · long · since 2025-06-30
  • 922908629 · 2.1% · long · since 2025-06-30
  • JNJ · 1.8% · long · since 2025-06-30
  • MSFT · 1.8% · long · since 2025-06-30
  • 02079K107 · 1.5% · long · since 2025-06-30

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