Long-term investor
Phil A. Younker & Associates, Ltd. @philayounkerassociateslt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063635).
Record
- Tracked since 2025-06-30 (446 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +10.4% · all +10.4%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524839 · 22.1% · long · since 2025-06-30
- 808524102 · 18.1% · long · since 2025-06-30
- 72201R833 · 15.1% · long · since 2025-09-30
- 464289867 · 7.4% · long · since 2025-06-30
- 808524797 · 7.3% · long · since 2025-06-30
- 78467V400 · 5.8% · long · since 2025-06-30
- 808524805 · 5.7% · long · since 2025-06-30
- 808524201 · 3.3% · long · since 2025-06-30
- 808524607 · 2.5% · long · since 2025-06-30
- 464287242 · 2.2% · long · since 2025-09-30
- 46436E718 · 1.9% · long · since 2025-06-30
- 110448107 · 1.6% · long · since 2025-06-30