Long-term investor

Stegent Equity Advisors, Inc. @stegentequityadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001908976).

Record

  • Tracked since 2025-06-30 (449 days), 214 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.3% · 1 year n/a · all +0.7%
  • Max drawdown n/a · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 74933W148 · 3.7% · long · since 2026-06-30
  • 025072802 · 3.4% · long · since 2025-06-30
  • 26922A719 · 3.4% · long · since 2025-06-30
  • 02072L185 · 3.0% · long · since 2026-06-30
  • 33738R506 · 3.0% · long · since 2025-06-30
  • 33739P103 · 2.7% · long · since 2025-06-30
  • 26923N546 · 2.6% · long · since 2026-06-30
  • 85208P402 · 2.6% · long · since 2025-12-31
  • 025072877 · 2.6% · long · since 2025-06-30
  • 02072Q796 · 2.4% · long · since 2025-06-30
  • 33738R704 · 2.4% · long · since 2025-06-30
  • 92204A306 · 2.3% · long · since 2026-03-31

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