Long-term investor
Sma Capital LLC @smacapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002075338).
Record
- Tracked since 2025-12-31 (265 days), 138 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +15.8%
- Max drawdown n/a · win rate 69% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AME · 6.1% · long · since 2025-12-31
- IEX · 5.0% · long · since 2025-12-31
- PH · 4.5% · long · since 2025-12-31
- G51502105 · 3.4% · long · since 2025-12-31
- G25508105 · 3.2% · long · since 2025-12-31
- 695156109 · 3.2% · long · since 2025-12-31
- 445658107 · 3.0% · long · since 2026-06-30
- ITT · 3.0% · long · since 2026-06-30
- TDY · 2.8% · long · since 2026-06-30
- CSX · 2.8% · long · since 2025-12-31
- CTVA · 2.7% · long · since 2026-06-30
- IR · 2.6% · long · since 2026-06-30