Trunorth Financial Services, Inc.
Long-term investor · PA · @trunorthfinancialservice
-5.9%
All time
S&P +17.7%
Long-term investor
Trunorth Financial Services, Inc. @trunorthfinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108201).
Record
- Tracked since 2025-12-31 (311 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -5.9% · 1 year n/a · all -5.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V621 · 15.4% · long · since 2025-12-31
- 808524797 · 13.6% · long · since 2025-12-31
- 97717W307 · 12.6% · long · since 2025-12-31
- 921946406 · 12.0% · long · since 2025-12-31
- 92206C102 · 8.4% · long · since 2026-03-31
- GLD · 4.8% · long · since 2025-12-31
- 92206C409 · 3.2% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31
- 78464A763 · 2.0% · long · since 2025-12-31
- SLV · 2.0% · long · since 2025-12-31
- 78462F103 · 1.9% · long · since 2025-12-31
- 921908844 · 1.8% · long · since 2025-12-31