Long-term investor
Portland Financial Advisors Inc. @portlandfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054942).
Record
- Tracked since 2025-06-30 (484 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.5% · 1 year -0.8% · all -0.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908629 · 4.9% · long · since 2025-09-30
- 97717Y527 · 4.7% · long · since 2025-09-30
- 46429B747 · 4.2% · long · since 2025-09-30
- 681936100 · 3.9% · long · since 2025-09-30
- 78464A474 · 3.4% · long · since 2025-09-30
- 78462F103 · 3.3% · long · since 2025-09-30
- 921946406 · 3.0% · long · since 2025-09-30
- 78468R200 · 2.5% · long · since 2025-09-30
- 464286525 · 2.4% · long · since 2025-09-30
- 464287200 · 2.4% · long · since 2025-09-30
- 78463X509 · 2.0% · long · since 2025-09-30
- 922908744 · 1.9% · long · since 2025-09-30