Long-term investor
Worthington Financial Partners, LLC @worthingtonfinancialpart
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111427).
Record
- Tracked since 2025-12-31 (250 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year n/a · all +12.0%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 7.8% · long · since 2025-12-31
- FPX · 4.1% · long · since 2025-12-31
- CGUS · 3.9% · long · since 2025-12-31
- CGGR · 2.8% · long · since 2025-12-31
- FVD · 2.7% · long · since 2025-12-31
- MSFT · 2.4% · long · since 2025-12-31
- XOM · 2.2% · long · since 2025-12-31
- TSM · 2.1% · long · since 2025-12-31
- CGGG · 1.9% · long · since 2025-12-31
- MPWR · 1.8% · long · since 2025-12-31
- INTC · 1.6% · long · since 2025-12-31
- AAPL · 1.6% · long · since 2025-12-31