Long-term investor
Valley Financial Group, Inc. @valleyfinancialgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010327).
Record
- Tracked since 2025-06-30 (480 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.0% · 1 year +4.5% · all +4.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 22.5% · long · since 2025-06-30
- 61774R841 · 13.5% · long · since 2025-06-30
- 02072L409 · 9.2% · long · since 2025-06-30
- 02072L102 · 9.1% · long · since 2025-06-30
- 55286W801 · 7.2% · long · since 2025-12-31
- 31609A404 · 7.1% · long · since 2025-12-31
- 886364231 · 4.7% · long · since 2025-12-31
- 922042775 · 2.9% · long · since 2025-06-30
- 922908769 · 2.0% · long · since 2025-06-30
- 02072L565 · 1.8% · long · since 2025-06-30
- 92206C102 · 1.6% · long · since 2025-06-30
- 61774R601 · 1.4% · long · since 2025-06-30