Long-term investor

Sfmg, LLC @sfmgllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001512026).

Record

  • Tracked since 2025-06-30 (448 days), 47 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +14.4% · all +14.4%
  • Max drawdown n/a · win rate 24% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • ATO · 11.0% · long · since 2025-06-30
  • 69374H105 · 9.3% · long · since 2025-06-30
  • 46137V241 · 9.3% · long · since 2025-06-30
  • 381430503 · 7.4% · long · since 2025-06-30
  • 78468R812 · 6.3% · long · since 2025-06-30
  • 92189F643 · 4.3% · long · since 2025-06-30
  • AAPL · 4.0% · long · since 2025-06-30
  • BRK-B · 3.3% · long · since 2025-06-30
  • 464287200 · 2.3% · long · since 2025-06-30
  • AMAT · 2.2% · long · since 2025-06-30
  • 69374H881 · 2.1% · long · since 2025-06-30
  • NVDA · 2.1% · long · since 2025-06-30

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