Long-term investor
Pflug Koory, LLC @pflugkooryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001740063).
Record
- Tracked since 2025-06-30 (434 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +12.5% · 1 year +20.3% · all +20.3%
- Max drawdown 0.0% · Sharpe 1.78 · win rate 39% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 084670108 · 6.3% · long · since 2025-06-30
- CAT · 5.9% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- AMAT · 5.0% · long · since 2025-06-30
- BRK-B · 4.1% · long · since 2025-06-30
- GLW · 2.7% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- 808524862 · 1.8% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- PH · 1.6% · long · since 2025-06-30
- CSCO · 1.5% · long · since 2025-06-30
- AMD · 1.4% · long · since 2025-06-30
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