Long-term investor
O'connor Financial Group LLC @oconnorfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973783).
Record
- Tracked since 2025-06-30 (434 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months +11.2% · 1 year +15.3% · all +15.3%
- Max drawdown -3.0% · Sharpe 0.86 · win rate 64% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.9% · long · since 2025-06-30
- BOND · 10.8% · long · since 2025-06-30
- LDUR · 6.9% · long · since 2025-06-30
- PYLD · 6.4% · long · since 2025-06-30
- AVUV · 5.4% · long · since 2025-06-30
- ESUM · 5.4% · long · since 2025-06-30
- SPDW · 5.1% · long · since 2025-06-30
- 46090E103 · 4.5% · long · since 2025-06-30
- RDVY · 4.5% · long · since 2025-12-31
- TPIF · 4.3% · long · since 2025-06-30
- VO · 4.0% · long · since 2025-06-30
- JPST · 2.9% · long · since 2025-06-30