Long-term investor
Simplifi, Inc. @simplifiinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001716983).
Record
- Tracked since 2025-06-30 (446 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months n/a · 1 year +10.9% · all +10.9%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937835 · 20.4% · long · since 2025-12-31
- 46137V357 · 14.2% · long · since 2025-06-30
- 921908844 · 10.0% · long · since 2025-06-30
- 78463X434 · 9.4% · long · since 2025-06-30
- 464287440 · 8.7% · long · since 2025-06-30
- 78462F103 · 6.3% · long · since 2025-06-30
- 97717W323 · 5.3% · long · since 2025-06-30
- 92206C706 · 4.2% · long · since 2025-12-31
- 72201R775 · 3.9% · long · since 2025-06-30
- 922020805 · 3.8% · long · since 2025-06-30
- 464287655 · 3.6% · long · since 2025-06-30
- 46432F339 · 1.6% · long · since 2025-12-31