Long-term investor
Star Financial Bank @starfinancialbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965329).
Record
- Tracked since 2025-06-30 (434 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +6.6% · 1 year +12.2% · all +12.2%
- Max drawdown -1.3% · Sharpe 0.86 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 11.0% · long · since 2025-06-30
- VUG · 7.0% · long · since 2025-12-31
- BINC · 6.2% · long · since 2025-06-30
- IWF · 5.9% · long · since 2025-06-30
- GOVT · 5.6% · long · since 2025-12-31
- CAAA · 5.2% · long · since 2025-06-30
- VEA · 5.2% · long · since 2025-06-30
- CLOA · 5.0% · long · since 2025-06-30
- VO · 4.8% · long · since 2025-12-31
- AGG · 4.3% · long · since 2025-12-31
- IJR · 2.9% · long · since 2025-06-30
- IJH · 2.0% · long · since 2025-06-30