Long-term investor
Union Savings Bank @unionsavingsbank
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001985855).
Record
- Tracked since 2025-03-31 (539 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +13.0% · all +18.6%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V241 · 17.8% · long · since 2025-03-31
- 084670108 · 9.6% · long · since 2025-03-31
- 464287507 · 6.7% · long · since 2025-03-31
- 78462F103 · 5.3% · long · since 2025-03-31
- 464287655 · 3.1% · long · since 2025-03-31
- MSFT · 2.4% · long · since 2025-03-31
- 921946406 · 2.4% · long · since 2025-03-31
- AAPL · 2.3% · long · since 2025-03-31
- GOOGL · 2.1% · long · since 2025-03-31
- 464288612 · 1.9% · long · since 2025-03-31
- 78467Y107 · 1.8% · long · since 2025-03-31
- XOM · 1.6% · long · since 2025-03-31