Long-term investor
Parkside Financial Bank & Trust @parksidefinancialbanktru
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001455267).
Record
- Tracked since 2025-06-30 (446 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +11.6% · all +11.6%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BLK · 16.2% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- 92206C680 · 3.3% · long · since 2025-06-30
- ROIV · 3.2% · long · since 2025-06-30
- 92206C714 · 3.0% · long · since 2025-06-30
- 464287614 · 2.5% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- 464287598 · 1.7% · long · since 2025-06-30
- 92206C730 · 1.6% · long · since 2025-06-30
- 922908363 · 1.5% · long · since 2025-06-30
- 921937827 · 1.5% · long · since 2025-06-30