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 (434 days), 152 trades recorded
- Returns: week n/a · month n/a · 90 days +4.5% · 6 months +7.7% · 1 year +14.5% · all +14.5%
- Max drawdown 0.0% · Sharpe 1.54 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WFC · 9.4% · long · since 2026-03-31
- 46137V357 · 7.4% · long · since 2025-06-30
- 92203C303 · 6.7% · long · since 2025-09-30
- 808524409 · 5.1% · long · since 2025-06-30
- 33740F730 · 3.6% · long · since 2025-06-30
- 33740F680 · 3.4% · long · since 2025-06-30
- 464285204 · 3.3% · long · since 2025-06-30
- 33740F615 · 3.1% · long · since 2025-06-30
- 464287242 · 2.6% · long · since 2026-06-30
- 33740F573 · 2.0% · long · since 2026-03-31
- 33740F771 · 2.0% · long · since 2025-06-30
- 808524805 · 1.9% · long · since 2025-06-30
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