Long-term investor

Portfolio Resources Advisor Group, Inc. @portfolioresourcesadviso

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002038285).

Record

  • Tracked since 2025-12-31 (247 days), 65 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.8% · 6 months n/a · 1 year n/a · all +10.9%
  • Max drawdown n/a · win rate 30% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 13.8% · long · since 2025-12-31
  • 464287309 · 7.5% · long · since 2025-12-31
  • 46434V613 · 6.7% · long · since 2025-12-31
  • 464287408 · 5.5% · long · since 2025-12-31
  • 09290C103 · 5.2% · long · since 2025-12-31
  • 464287622 · 3.4% · long · since 2025-12-31
  • 46434G103 · 3.0% · long · since 2025-12-31
  • 464288885 · 2.7% · long · since 2025-12-31
  • 09290C780 · 2.7% · long · since 2025-12-31
  • 46432F396 · 2.2% · long · since 2025-12-31
  • 46432F842 · 2.1% · long · since 2025-12-31
  • 09290C764 · 2.0% · long · since 2026-06-30

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