Long-term investor
Pettinga Financial Advisors LLC @pettingafinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694592).
Record
- Tracked since 2025-06-30 (434 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +11.3% · 1 year +21.1% · all +21.1%
- Max drawdown -1.5% · Sharpe 1.37 · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 10.2% · long · since 2025-06-30
- 09290C764 · 6.3% · long · since 2026-03-31
- 464287309 · 5.6% · long · since 2025-06-30
- 46434V282 · 4.9% · long · since 2025-06-30
- 464287408 · 4.4% · long · since 2025-06-30
- 78462F103 · 3.8% · long · since 2025-06-30
- 46137V613 · 3.7% · long · since 2025-06-30
- 46429B267 · 3.1% · long · since 2026-03-31
- GLD · 3.0% · long · since 2025-06-30
- 464287721 · 2.5% · long · since 2025-06-30
- 09290C665 · 2.4% · long · since 2026-06-30
- AAPL · 2.3% · long · since 2025-06-30
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