Squire Investment Management Company, LLC
Long-term investor · UT · @squireinvestmentmanageme
+20.0%
All time
S&P +14.9%
Long-term investor
Squire Investment Management Company, LLC @squireinvestmentmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002031291).
Record
- Tracked since 2025-06-30 (492 days), 45 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +23.7% · 1 year +20.0% · all +20.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 11.9% · long · since 2025-09-30
- 02072L532 · 11.5% · long · since 2025-09-30
- 464287150 · 10.0% · long · since 2025-09-30
- 25434V609 · 6.7% · long · since 2025-09-30
- 025072802 · 5.7% · long · since 2025-09-30
- 25434V807 · 5.3% · long · since 2025-09-30
- 25434V732 · 4.8% · long · since 2025-09-30
- 46435G326 · 4.5% · long · since 2025-09-30
- 92206C706 · 3.8% · long · since 2025-09-30
- 25434V724 · 3.8% · long · since 2025-09-30
- 922908769 · 3.5% · long · since 2025-09-30
- 25434V781 · 2.6% · long · since 2025-09-30