Long-term investor

Stewardship Advisors, LLC @stewardshipadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001733219).

Record

  • Tracked since 2025-06-30 (431 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.6% · 6 months +10.9% · 1 year +16.4% · all +16.4%
  • Max drawdown -1.2% · Sharpe 1.03 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 16.8% · long · since 2025-06-30
  • 46138G649 · 7.7% · long · since 2025-06-30
  • 46138G698 · 6.2% · long · since 2025-06-30
  • 46138J437 · 4.0% · long · since 2025-06-30
  • 464288802 · 4.0% · long · since 2025-06-30
  • 78464A649 · 3.8% · long · since 2025-06-30
  • 46138E107 · 3.3% · long · since 2025-06-30
  • 46090A804 · 3.0% · long · since 2025-06-30
  • 921943858 · 2.8% · long · since 2025-06-30
  • 97717W125 · 2.5% · long · since 2025-06-30
  • 025072604 · 2.3% · long · since 2025-06-30
  • 922907746 · 2.2% · long · since 2025-06-30

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