Long-term investor
Account Management LLC @accountmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000769954).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +10.8% · all +10.8%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRK-B · 22.4% · long · since 2025-06-30
- ASML · 16.1% · long · since 2025-06-30
- EPD · 9.6% · long · since 2025-06-30
- NEE · 8.5% · long · since 2025-06-30
- BX · 8.3% · long · since 2025-06-30
- ORLY · 5.2% · long · since 2025-06-30
- FTNT · 4.5% · long · since 2025-06-30
- JPM · 4.5% · long · since 2025-06-30
- SNPS · 4.1% · long · since 2025-06-30
- NTNX · 2.7% · long · since 2026-03-31
- AMZN · 2.7% · long · since 2025-06-30
- GLD · 2.2% · long · since 2025-06-30