Long-term investor
Rfp Financial Group LLC @rfpfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001956564).
Record
- Tracked since 2025-06-30 (446 days), 168 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +13.0% · all +13.0%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 16.4% · long · since 2025-06-30
- 46137V282 · 9.1% · long · since 2026-06-30
- 46137V449 · 9.1% · long · since 2025-06-30
- 922040852 · 8.9% · long · since 2026-03-31
- 464286525 · 5.5% · long · since 2026-06-30
- 922040845 · 5.0% · long · since 2025-06-30
- KO · 4.7% · long · since 2025-06-30
- 46137V357 · 4.2% · long · since 2025-06-30
- WMT · 4.0% · long · since 2025-06-30
- JNJ · 3.4% · long · since 2025-06-30
- CAT · 3.2% · long · since 2025-06-30
- 922020805 · 2.8% · long · since 2026-06-30