Long-term investor

Payne Capital LLC @paynecapitalllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002094426).

Record

  • Tracked since 2025-09-30 (342 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.2% · 6 months +7.0% · 1 year n/a · all +7.0%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SCHX · 9.0% · long · since 2025-09-30
  • FNDX · 7.5% · long · since 2025-09-30
  • VTV · 6.7% · long · since 2026-03-31
  • SCHD · 6.2% · long · since 2025-09-30
  • SCHR · 6.0% · long · since 2025-09-30
  • DYNF · 5.1% · long · since 2025-09-30
  • MSFT · 4.7% · long · since 2025-09-30
  • BDYN · 4.0% · long · since 2026-03-31
  • AAPL · 2.9% · long · since 2025-09-30
  • SMH · 2.6% · long · since 2026-03-31
  • VCIT · 2.6% · long · since 2025-09-30
  • SPIB · 2.5% · long · since 2025-09-30

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