Long-term investor

Note Advisors, LLC @noteadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056243).

Record

  • Tracked since 2025-06-30 (431 days), 39 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.5% · 6 months +8.3% · 1 year +13.9% · all +13.9%
  • Max drawdown -2.3% · Sharpe 0.96 · win rate 22% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 23.8% · long · since 2025-06-30
  • 25434V872 · 10.6% · long · since 2025-06-30
  • 25434V203 · 8.3% · long · since 2025-06-30
  • 25434V708 · 4.9% · long · since 2025-06-30
  • 921937835 · 4.0% · long · since 2025-06-30
  • 25434V302 · 3.3% · long · since 2025-06-30
  • 92206C730 · 3.1% · long · since 2025-06-30
  • 922908553 · 2.6% · long · since 2025-06-30
  • 464288323 · 2.4% · long · since 2025-06-30
  • 921946794 · 2.3% · long · since 2025-06-30
  • 33739E108 · 1.8% · long · since 2025-06-30
  • 464287242 · 1.8% · long · since 2025-06-30

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