Long-term investor

Sharkey, Howes & Javer @sharkeyhowesjaver

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001642246).

Record

  • Tracked since 2025-06-30 (448 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.7% · 6 months n/a · 1 year +16.6% · all +16.6%
  • Max drawdown n/a · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 15.0% · long · since 2025-06-30
  • 46434V613 · 6.7% · long · since 2025-06-30
  • 09290C103 · 6.1% · long · since 2025-06-30
  • 464287309 · 6.1% · long · since 2025-06-30
  • 464287408 · 4.3% · long · since 2025-06-30
  • 46429B267 · 3.6% · long · since 2025-06-30
  • 09290C780 · 3.0% · long · since 2025-06-30
  • 09290C665 · 2.9% · long · since 2026-06-30
  • 46434G103 · 2.5% · long · since 2025-06-30
  • 464288588 · 2.5% · long · since 2025-06-30
  • 09290C855 · 2.4% · long · since 2026-03-31
  • 09290C764 · 2.4% · long · since 2026-03-31

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