Long-term investor

Strategic Equity Management @strategicequitymanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843578).

Record

  • Tracked since 2025-06-30 (448 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.4% · 6 months n/a · 1 year +16.4% · all +16.4%
  • Max drawdown n/a · win rate 35% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 8.1% · long · since 2025-06-30
  • 66537J796 · 7.7% · long · since 2025-06-30
  • 922908637 · 7.7% · long · since 2025-06-30
  • 464287689 · 7.6% · long · since 2025-06-30
  • 464287150 · 7.6% · long · since 2025-06-30
  • 86280R787 · 5.6% · long · since 2025-06-30
  • 464287630 · 5.4% · long · since 2026-03-31
  • 464287234 · 5.2% · long · since 2025-06-30
  • 464287655 · 4.6% · long · since 2025-12-31
  • 922908744 · 4.5% · long · since 2026-06-30
  • 808524201 · 4.5% · long · since 2025-06-30
  • 86280R134 · 4.2% · long · since 2025-12-31

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