Long-term investor
Pavion Blue Capital, LLC @pavionbluecapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001792565).
Record
- Tracked since 2025-06-30 (431 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months +5.6% · 1 year +10.6% · all +10.6%
- Max drawdown -3.7% · Sharpe 0.58 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 8.3% · long · since 2025-06-30
- 02079K107 · 6.6% · long · since 2025-06-30
- WMT · 4.7% · long · since 2025-06-30
- BAC · 4.2% · long · since 2025-06-30
- AXP · 3.8% · long · since 2025-06-30
- BRK-B · 3.8% · long · since 2025-06-30
- COST · 3.7% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- 369604301 · 2.8% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- YUM · 2.3% · long · since 2025-06-30
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