Long-term investor
Steph & Co. @stephco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000941519).
Record
- Tracked since 2025-06-30 (448 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +18.0% · all +18.0%
- Max drawdown n/a · win rate 19% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46641Q167 · 18.3% · long · since 2025-06-30
- 922908363 · 15.7% · long · since 2025-06-30
- 46654Q609 · 13.0% · long · since 2025-06-30
- 31609A404 · 3.3% · long · since 2025-12-31
- 464287499 · 3.2% · long · since 2025-06-30
- 921910873 · 3.1% · long · since 2025-06-30
- 316188309 · 2.9% · long · since 2025-06-30
- 72201R775 · 2.8% · long · since 2025-06-30
- 922908769 · 2.4% · long · since 2025-06-30
- 33939L407 · 2.3% · long · since 2025-06-30
- 921943858 · 2.3% · long · since 2025-06-30
- 464287200 · 2.2% · long · since 2025-06-30