Long-term investor
Stonex Group Inc. @stonexgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000913760).
Record
- Tracked since 2025-06-30 (434 days), 255 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months +9.3% · 1 year +16.7% · all +16.7%
- Max drawdown -1.8% · Sharpe 0.98 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 5.6% · long · since 2025-06-30
- IVV · 4.8% · long · since 2025-06-30
- IWD · 3.6% · long · since 2025-06-30
- FNDF · 3.4% · long · since 2025-06-30
- JBND · 2.2% · long · since 2025-06-30
- 46090E103 · 2.0% · long · since 2025-06-30
- VFLO · 2.0% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30
- IWF · 1.6% · long · since 2025-06-30
- SPY · 1.6% · long · since 2025-06-30
- VB · 1.5% · long · since 2025-06-30