Long-term investor
Stephen J. Garry & Associates, LLC @stephenjgarryassociatesl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056402).
Record
- Tracked since 2025-06-30 (446 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 18.8% · long · since 2025-06-30
- IAU · 8.8% · long · since 2025-06-30
- 921937835 · 7.8% · long · since 2025-06-30
- 922908363 · 7.8% · long · since 2025-06-30
- 921937819 · 6.3% · long · since 2025-06-30
- 922908744 · 5.3% · long · since 2025-06-30
- 78462F103 · 4.6% · long · since 2025-06-30
- 922908595 · 4.1% · long · since 2025-06-30
- 921932869 · 4.0% · long · since 2025-06-30
- 464287200 · 3.5% · long · since 2025-06-30
- 464287648 · 3.0% · long · since 2025-06-30
- 81369Y704 · 1.9% · long · since 2026-03-31