Ownership history in Objective Capital Management, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Objective Capital Management, LLC reported a position in INVESCO QQQ TR (QQQ). 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 Objective Capital Management, LLC outperformed the S&P 500 by +3.9% annually on this QQQ position. Timing score: 43% (6/14 decisions correct). Average cost basis: $360.98. Maximum drawdown during holding period: β26.1%.
β
Outperformed SPY on this position by 3.9% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $261.57 (2022 Q3) Β· Worst: $613.54 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 7 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
π Objective Capital Management, LLC has been actively increasing its QQQ allocation β a bullish signal from insiders.
Currently 6.27% 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