Long-term investor
Advisortrust Partners, LLC @advisortrustpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002115523).
Record
- Tracked since 2025-12-31 (270 days), 136 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +905.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 5.4% · long · since 2025-12-31
- AVGO · 4.8% · long · since 2025-12-31
- TSM · 3.9% · long · since 2025-12-31
- 46090E103 · 3.6% · long · since 2025-12-31
- JPM · 3.3% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- 464287234 · 2.9% · long · since 2026-03-31
- 464287713 · 2.9% · long · since 2026-03-31
- WMT · 2.8% · long · since 2025-12-31
- PNC · 2.2% · long · since 2025-12-31
- JNJ · 2.2% · long · since 2025-12-31
- 921935607 · 2.1% · long · since 2026-03-31