Long-term investor
Spectrum Asset Management, Inc. (Nb/Ca) @spectrumassetmanagementi7qhx
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632078).
Record
- Tracked since 2025-06-30 (477 days), 185 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months +1.0% · 1 year -0.8% · all -0.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WFC · 9.0% · long · since 2026-03-31
- 92203C303 · 6.7% · long · since 2025-09-30
- 46137V357 · 5.3% · long · since 2025-09-30
- 808524409 · 5.1% · long · since 2025-09-30
- 33740F730 · 3.8% · long · since 2025-09-30
- 33740F680 · 3.8% · long · since 2025-09-30
- IAU · 3.7% · long · since 2025-09-30
- 33740F615 · 3.2% · long · since 2025-09-30
- 808524805 · 2.7% · long · since 2025-09-30
- 33740F573 · 2.1% · long · since 2026-03-31
- 33740F771 · 2.1% · long · since 2025-09-30
- 808524300 · 2.0% · long · since 2025-09-30