Long-term investor

Strategic Financial Concepts, LLC @strategicfinancialconcep

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001870686).

Record

  • Tracked since 2025-06-30 (431 days), 643 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.6% · 6 months +9.5% · 1 year +15.6% · all +15.6%
  • Max drawdown -0.6% · Sharpe 1.27 · win rate 44% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921908844 · 4.9% · long · since 2025-06-30
  • 92189F486 · 4.0% · long · since 2025-06-30
  • 87283Q701 · 3.5% · long · since 2025-06-30
  • 922908769 · 3.5% · long · since 2025-06-30
  • 46654Q609 · 3.4% · long · since 2025-06-30
  • 87283Q883 · 2.5% · long · since 2025-06-30
  • AAPL · 2.5% · long · since 2025-06-30
  • TSLA · 2.4% · long · since 2025-06-30
  • 87283Q875 · 2.4% · long · since 2025-06-30
  • 46434V803 · 2.3% · long · since 2026-03-31
  • 808524102 · 2.1% · long · since 2025-06-30
  • 92189F106 · 1.5% · long · since 2025-06-30

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