Long-term investor

Theory Financial LLC @theoryfinancialllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001899158).

Record

  • Tracked since 2025-06-30 (454 days), 129 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +909.2% · all +909.2%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524839 · 7.2% · long · since 2025-06-30
  • 81369Y852 · 6.7% · long · since 2025-06-30
  • 78464A854 · 3.9% · long · since 2025-06-30
  • 464288588 · 3.4% · long · since 2025-06-30
  • 233051432 · 3.0% · long · since 2025-06-30
  • 82889N699 · 3.0% · long · since 2025-12-31
  • 464288638 · 2.8% · long · since 2025-06-30
  • 97717W570 · 2.6% · long · since 2025-06-30
  • 26923N512 · 2.6% · long · since 2025-06-30
  • 464287523 · 2.5% · long · since 2025-06-30
  • 886364231 · 2.5% · long · since 2025-06-30
  • 46434G848 · 2.3% · long · since 2025-12-31

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