Long-term investor
Thomas J. Herzfeld Advisors, Inc. @thomasjherzfeldadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001509510).
Record
- Tracked since 2025-06-30 (449 days), 170 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -2.4% · 1 year n/a · all -3.6%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FSSL · 9.9% · long · since 2025-12-31
- 69346N107 · 7.0% · long · since 2025-06-30
- FSCO · 6.0% · long · since 2025-06-30
- 43010E404 · 5.9% · long · since 2025-06-30
- 40167F101 · 4.5% · long · since 2025-12-31
- 42804T205 · 4.3% · long · since 2026-03-31
- PSUS · 3.3% · long · since 2026-06-30
- 78518H202 · 3.1% · long · since 2025-06-30
- 86887Q109 · 3.0% · long · since 2025-06-30
- 269817102 · 2.8% · long · since 2025-06-30
- 67072T108 · 2.6% · long · since 2025-06-30
- 880198205 · 2.3% · long · since 2025-06-30