Long-term investor
Stolz & Associates, Ps @stolzassociatesps
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108989).
Record
- Tracked since 2025-12-31 (264 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +3.1% · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V831 · 19.9% · long · since 2025-12-31
- 025072877 · 13.0% · long · since 2025-12-31
- 25434V583 · 12.9% · long · since 2025-12-31
- 25434V765 · 9.8% · long · since 2025-12-31
- 464288679 · 7.7% · long · since 2025-12-31
- 25434V302 · 7.5% · long · since 2025-12-31
- 92206C870 · 7.2% · long · since 2025-12-31
- 46429B267 · 7.1% · long · since 2025-12-31
- 025072802 · 5.4% · long · since 2025-12-31
- 25434V708 · 1.5% · long · since 2025-12-31
- NVDA · 1.4% · long · since 2025-12-31
- 12811T795 · 0.7% · long · since 2025-12-31