Long-term investor
O'shaughnessy Asset Management, LLC @oshaughnessyassetmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001423442).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months +8.1% · 1 year +15.4% · all +15.4%
- Max drawdown -1.8% · Sharpe 1.07 · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.5% · long · since 2025-06-30
- NVDA · 3.8% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30
- AVGO · 1.5% · long · since 2025-06-30
- SPY · 1.3% · long · since 2025-06-30
- MU · 1.2% · long · since 2025-06-30
- AGG · 1.2% · long · since 2025-06-30
- JPM · 1.0% · long · since 2025-06-30
- LLY · 1.0% · long · since 2025-06-30