Long-term investor
Windsor Capital Management, LLC @windsorcapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001543100).
Record
- Tracked since 2025-06-30 (434 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +8.4% · 1 year +13.9% · all +13.9%
- Max drawdown -1.3% · Sharpe 0.81 · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 11.5% · long · since 2025-06-30
- SPYV · 5.3% · long · since 2025-06-30
- SPYM · 5.1% · long · since 2025-06-30
- IJH · 4.9% · long · since 2025-06-30
- ESGD · 4.7% · long · since 2025-06-30
- SPSM · 4.4% · long · since 2025-06-30
- IBDT · 3.4% · long · since 2025-06-30
- IBDU · 3.4% · long · since 2025-06-30
- SPMD · 2.8% · long · since 2025-06-30
- IBDW · 2.3% · long · since 2026-03-31
- FLOT · 2.3% · long · since 2025-06-30
- IBDS · 2.3% · long · since 2025-06-30