Long-term investor

Vancity Investment Management LTD @vancityinvestmentmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001846311).

Record

  • Tracked since 2025-06-30 (434 days), 71 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.4% · 6 months -2.9% · 1 year -3.7% · all -3.7%
  • Max drawdown -10.4% · Sharpe -0.66 · win rate 16% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 7.7% · long · since 2025-06-30
  • GOOG · 7.0% · long · since 2025-06-30
  • AMZN · 6.7% · long · since 2025-06-30
  • AAPL · 6.0% · long · since 2025-06-30
  • V · 5.1% · long · since 2025-06-30
  • NVDA · 4.6% · long · since 2025-06-30
  • MCO · 3.5% · long · since 2025-06-30
  • TXN · 3.3% · long · since 2025-06-30
  • GOOGL · 3.2% · long · since 2025-06-30
  • COST · 2.6% · long · since 2025-06-30
  • DHR · 2.6% · long · since 2025-06-30
  • NOW · 2.5% · long · since 2025-06-30

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