Long-term investor
Stewardship Concepts Financial Services LLC @stewardshipconceptsfinan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002105785).
Record
- Tracked since 2025-12-31 (280 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +0.3% · 6 months +0.5% · 1 year n/a · all +0.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 6.6% · long · since 2025-12-31
- 14020W106 · 6.5% · long · since 2025-12-31
- 33740F755 · 6.0% · long · since 2025-12-31
- 808524797 · 6.0% · long · since 2025-12-31
- 33738R506 · 5.8% · long · since 2025-12-31
- 14020G101 · 5.6% · long · since 2025-12-31
- 31609A404 · 4.4% · long · since 2026-03-31
- 33741X102 · 4.3% · long · since 2025-12-31
- 33733E690 · 3.4% · long · since 2026-03-31
- 14020Y300 · 3.3% · long · since 2025-12-31
- 14020Y102 · 3.1% · long · since 2025-12-31
- 14019W109 · 3.0% · long · since 2025-12-31