Long-term investor
Woodard & Co. Asset Management Group Inc. /Adv @woodardcoassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000771118).
Record
- Tracked since 2025-06-30 (434 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months +9.8% · 1 year +18.4% · all +18.4%
- Max drawdown -3.2% · Sharpe 1.00 · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BKLC · 8.1% · long · since 2025-06-30
- SPY · 6.6% · long · since 2025-06-30
- IWF · 6.2% · long · since 2025-06-30
- SPTM · 5.5% · long · since 2025-06-30
- VV · 4.1% · long · since 2025-06-30
- FDVV · 3.8% · long · since 2025-09-30
- UTEN · 3.7% · long · since 2026-03-31
- ILCV · 3.4% · long · since 2025-06-30
- IWD · 3.3% · long · since 2025-06-30
- VMBS · 2.9% · long · since 2025-06-30
- SPYV · 2.7% · long · since 2025-06-30
- SPYG · 2.7% · long · since 2025-06-30