Long-term investor
Tilson Financial Group, Inc. @tilsonfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964820).
Record
- Tracked since 2025-06-30 (446 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +6.3% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922020748 · 12.4% · long · since 2025-06-30
- 922908736 · 10.8% · long · since 2025-06-30
- 25434V666 · 8.6% · long · since 2025-06-30
- 25434V500 · 7.1% · long · since 2025-06-30
- 61774R825 · 4.7% · long · since 2025-06-30
- 921943858 · 3.3% · long · since 2025-06-30
- 78464A672 · 3.2% · long · since 2025-06-30
- 25434V732 · 3.2% · long · since 2025-06-30
- 464287309 · 3.1% · long · since 2025-06-30
- 78468R101 · 2.8% · long · since 2025-06-30
- 921946406 · 2.7% · long · since 2025-06-30
- 78467V103 · 2.7% · long · since 2025-06-30