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