Long-term investor
Strategy Asset Managers LLC @strategyassetmanagersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001166716).
Record
- Tracked since 2025-06-30 (434 days), 169 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months +9.8% · 1 year +16.4% · all +16.4%
- Max drawdown -0.8% · Sharpe 1.19 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 4.4% · long · since 2025-06-30
- GOOGL · 3.8% · long · since 2025-06-30
- LLY · 3.6% · long · since 2025-06-30
- CSCO · 3.5% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- JNJ · 3.0% · long · since 2025-06-30
- GLW · 2.4% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- LMT · 2.2% · long · since 2025-06-30
- EMR · 2.2% · long · since 2025-06-30
- BRK-B · 1.7% · long · since 2025-06-30