Long-term investor

Stage Harbor Financial, LLC @stageharborfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001934721).

Record

  • Tracked since 2025-06-30 (449 days), 35 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.3% · 1 year n/a · all +1.1%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V666 · 16.1% · long · since 2025-06-30
  • 922908736 · 14.2% · long · since 2025-06-30
  • 464288414 · 9.2% · long · since 2025-06-30
  • 64135A804 · 4.2% · long · since 2025-12-31
  • 464288877 · 4.1% · long · since 2025-06-30
  • 464288240 · 3.9% · long · since 2025-06-30
  • 464287614 · 3.8% · long · since 2025-06-30
  • 61774R841 · 3.6% · long · since 2025-06-30
  • 922908751 · 3.6% · long · since 2025-06-30
  • 25434V559 · 3.5% · long · since 2025-06-30
  • 922907746 · 3.3% · long · since 2025-06-30
  • 808524771 · 3.2% · long · since 2025-06-30

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