Long-term investor
Safe Harbor Fiduciary, LLC @safeharborfiduciaryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002036114).
Record
- Tracked since 2025-03-31 (525 days), 197 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months +16.0% · 1 year +16.0% · all +21.8%
- Max drawdown -1.7% · Sharpe 1.35 · win rate 38% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 12.3% · long · since 2025-03-31
- QQQ · 7.8% · long · since 2025-03-31
- AAPL · 5.3% · long · since 2025-03-31
- STX · 4.7% · long · since 2025-03-31
- 46436E718 · 4.1% · long · since 2025-12-31
- 464287655 · 4.0% · long · since 2025-03-31
- 46641Q332 · 3.8% · long · since 2025-06-30
- 69374H436 · 3.7% · long · since 2025-06-30
- 46137V357 · 3.4% · long · since 2026-06-30
- 464287788 · 2.8% · long · since 2025-03-31
- AMZN · 2.4% · long · since 2025-03-31
- 922908736 · 2.4% · long · since 2025-03-31
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