Long-term investor
Sunbelt Securities, Inc. @sunbeltsecuritiesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632932).
Record
- Tracked since 2025-03-31 (525 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +4.3% · 6 months +4.3% · 1 year +18.1% · all +18.1%
- Max drawdown 0.0% · Sharpe 1.27 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 30231G102 · 14.5% · long · since 2025-03-31
- NVDA · 3.3% · long · since 2025-03-31
- AAPL · 2.0% · long · since 2025-03-31
- MSFT · 1.8% · long · since 2025-03-31
- AVGO · 1.6% · long · since 2025-03-31
- IAU · 1.4% · long · since 2025-03-31
- 46090E103 · 1.4% · long · since 2025-03-31
- SCHG · 1.4% · long · since 2025-03-31
- IVW · 1.3% · long · since 2025-03-31
- IVV · 1.3% · long · since 2025-03-31
- BPRE · 1.2% · long · since 2025-12-31
- BOXX · 1.2% · long · since 2025-03-31