Long-term investor
Webster Bank, N. A. @websterbankna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001105837).
Record
- Tracked since 2025-06-30 (434 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +6.5% · 1 year +14.2% · all +14.2%
- Max drawdown -3.6% · Sharpe 0.74 · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 8.6% · long · since 2025-06-30
- VOO · 8.4% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- AGG · 2.4% · long · since 2025-06-30
- JPM · 2.4% · long · since 2025-06-30
- VTIP · 2.2% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- USFR · 1.9% · long · since 2025-06-30
- IEFA · 1.9% · long · since 2025-06-30