Long-term investor
Voisard Asset Management Group, Inc. @voisardassetmanagementgr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011215).
Record
- Tracked since 2025-06-30 (434 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months +10.3% · 1 year +15.9% · all +15.9%
- Max drawdown -0.7% · Sharpe 1.17 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 14.9% · long · since 2025-06-30
- AVLV · 11.0% · long · since 2025-06-30
- SPTI · 10.5% · long · since 2025-06-30
- IUSG · 7.8% · long · since 2025-06-30
- JCPB · 7.6% · long · since 2025-06-30
- SCHF · 7.0% · long · since 2025-06-30
- SLQD · 3.8% · long · since 2025-06-30
- DFAE · 3.8% · long · since 2025-06-30
- VGSH · 3.1% · long · since 2025-06-30
- JAAA · 2.8% · long · since 2026-03-31
- AVUV · 2.7% · long · since 2025-06-30
- SPY · 2.5% · long · since 2025-06-30