Long-term investor
Wincap Financial LLC @wincapfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064588).
Record
- Tracked since 2025-06-30 (434 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +8.7% · 1 year +17.0% · all +17.0%
- Max drawdown -1.5% · Sharpe 1.14 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EMEQ · 12.3% · long · since 2025-06-30
- GSST · 7.9% · long · since 2025-06-30
- BLV · 7.2% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- IVV · 4.0% · long · since 2025-06-30
- IWM · 4.0% · long · since 2025-06-30
- JEPI · 3.3% · long · since 2025-06-30
- GOOGL · 3.0% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- LRCX · 2.7% · long · since 2025-06-30
- MINT · 2.6% · long · since 2025-09-30
- JBL · 2.1% · long · since 2025-06-30