Long-term investor
Smi Advisory Services, LLC @smiadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001609008).
Record
- Tracked since 2025-06-30 (471 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +0.0% · 1 year +0.0% · all +0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 26923N397 · 36.7% · long · since 2025-09-30
- 26923N512 · 11.2% · long · since 2025-09-30
- 921932505 · 10.5% · long · since 2026-06-30
- 46434G764 · 4.5% · long · since 2026-03-31
- 78468R663 · 4.1% · long · since 2026-09-30
- 301471108 · 3.6% · long · since 2025-12-31
- 664925880 · 3.4% · long · since 2025-12-31
- 90290T809 · 3.4% · long · since 2025-09-30
- 46432F388 · 3.1% · long · since 2026-09-30
- 464287200 · 3.1% · long · since 2025-09-30
- 808524805 · 2.2% · long · since 2026-03-31
- 81369Y803 · 2.1% · long · since 2025-09-30