Long-term investor
Smith Chas P & Associates Pa Cpas @smithchaspassociatespacp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001082509).
Record
- Tracked since 2025-03-31 (541 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.9% · 1 year -1.4% · all -1.4%
- Max drawdown -5.9% · Sharpe -0.91 · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 6.1% · long · since 2025-06-30
- AAPL · 6.0% · long · since 2025-06-30
- JPM · 4.8% · long · since 2025-06-30
- BRK-B · 4.0% · long · since 2025-06-30
- WMT · 4.0% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- 464287200 · 3.5% · long · since 2025-06-30
- HD · 3.4% · long · since 2025-06-30
- JNJ · 3.2% · long · since 2025-06-30
- UNH · 2.9% · long · since 2025-06-30
- 46090E103 · 2.9% · long · since 2025-06-30
- V · 2.7% · long · since 2025-06-30