Long-term investor
Searcy Financial Services Inc. /Adv @searcyfinancialservicesi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000354923).
Record
- Tracked since 2025-06-30 (465 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +2.2% · 6 months +4.4% · 1 year +4.4% · all +4.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464289446 · 11.9% · long · since 2025-09-30
- 922908629 · 11.0% · long · since 2025-09-30
- 922908751 · 10.9% · long · since 2025-09-30
- 025072703 · 10.8% · long · since 2026-03-31
- 46137V100 · 5.7% · long · since 2025-09-30
- 00162Q452 · 5.6% · long · since 2025-09-30
- 02079K107 · 5.5% · long · since 2025-09-30
- AAPL · 5.4% · long · since 2025-09-30
- 92204A405 · 5.2% · long · since 2025-09-30
- 464286608 · 5.1% · long · since 2026-03-31
- AMZN · 4.8% · long · since 2025-09-30
- 33737A108 · 4.4% · long · since 2026-06-30