Long-term investor
Smith Shellnut Wilson LLC /Adv @smithshellnutwilsonllcad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000944317).
Record
- Tracked since 2025-06-30 (434 days), 144 trades recorded
- Returns: week n/a · month n/a · 90 days +15.0% · 6 months +3.8% · 1 year +11.9% · all +11.9%
- Max drawdown -9.8% · Sharpe 0.36 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 8.8% · long · since 2025-06-30
- IVV · 8.1% · long · since 2025-06-30
- ITOT · 5.9% · long · since 2025-06-30
- 46090E103 · 5.1% · long · since 2025-06-30
- ORCL · 4.9% · long · since 2025-06-30
- AGG · 4.3% · long · since 2025-06-30
- NOBL · 3.6% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- IJH · 3.1% · long · since 2025-06-30
- IEFA · 2.0% · long · since 2025-06-30
- QQQM · 2.0% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30