Long-term investor
Northwest Financial Advisors @northwestfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010635).
Record
- Tracked since 2025-06-30 (434 days), 196 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +6.9% · 1 year +13.6% · all +13.6%
- Max drawdown -1.0% · Sharpe 0.91 · win rate 67% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46654Q609 · 13.0% · long · since 2025-09-30
- 31423L305 · 10.1% · long · since 2026-06-30
- 46654Q716 · 9.4% · long · since 2025-06-30
- 52110K400 · 7.8% · long · since 2026-06-30
- 00039J707 · 7.3% · long · since 2026-06-30
- 46641Q167 · 6.0% · long · since 2026-06-30
- 35473P629 · 6.0% · long · since 2026-06-30
- 025072877 · 5.5% · long · since 2026-06-30
- 63875W406 · 4.7% · long · since 2026-06-30
- 14020Y102 · 4.3% · long · since 2025-06-30
- 38149W614 · 3.6% · long · since 2026-06-30
- 46090A804 · 3.3% · long · since 2025-06-30
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