Ownership history in Lighthouse Financial LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Lighthouse Financial LLC reported a position in ALPHABET INC (GOOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lighthouse Financial LLC outperformed the S&P 500 by +44.9% annually on this GOOG position. Timing score: 0% (0/4 decisions correct). Average cost basis: $189.57. Maximum drawdown during holding period: β17.9%.
π₯ Exceptional β beat the S&P 500 by 44.9% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $189.57 (2024 Q4) Β· Worst: $189.57 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 4 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.71% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size