Long-term investor

Ss&h Financial Advisors, Inc. @sshfinancialadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911735).

Record

  • Tracked since 2025-03-31 (525 days), 85 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.1% · 6 months +3.8% · 1 year +12.8% · all +23.3%
  • Max drawdown 0.0% · Sharpe 1.82 · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JPM · 8.8% · long · since 2025-03-31
  • NVDA · 6.8% · long · since 2025-03-31
  • MU · 5.9% · long · since 2025-03-31
  • AAPL · 5.3% · long · since 2025-03-31
  • MSFT · 4.3% · long · since 2025-03-31
  • GLW · 3.9% · long · since 2025-03-31
  • ABBV · 3.1% · long · since 2025-03-31
  • AMZN · 2.9% · long · since 2025-03-31
  • 512807306 · 2.6% · long · since 2025-03-31
  • 02079K107 · 2.5% · long · since 2025-03-31
  • PG · 2.4% · long · since 2025-03-31
  • MRK · 2.2% · long · since 2025-03-31

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