Long-term investor
Weaver Capital Management LLC @weavercapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001552247).
Record
- Tracked since 2025-06-30 (434 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -1.3% · 1 year +5.2% · all +5.2%
- Max drawdown -3.2% · Sharpe -0.01 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEI · 6.0% · long · since 2026-03-31
- SCHG · 5.5% · long · since 2025-06-30
- FLXR · 4.4% · long · since 2025-06-30
- VTV · 3.4% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- STXF · 2.6% · long · since 2025-06-30
- DDFO · 2.2% · long · since 2025-12-31
- AAPL · 2.2% · long · since 2025-06-30
- HEFA · 2.0% · long · since 2025-06-30
- BRKA · 1.9% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30