Long-term investor
Ballast Rock Private Wealth LLC @ballastrockprivatewealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106928).
Record
- Tracked since 2025-12-31 (270 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +905.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 69344A834 · 6.1% · long · since 2025-12-31
- 47103U845 · 4.7% · long · since 2025-12-31
- AAPL · 4.3% · long · since 2025-12-31
- 922021605 · 2.3% · long · since 2025-12-31
- 45783Y855 · 2.0% · long · since 2025-12-31
- 46641Q761 · 2.0% · long · since 2025-12-31
- 922908363 · 2.0% · long · since 2025-12-31
- 78462F103 · 1.9% · long · since 2025-12-31
- 512807306 · 1.9% · long · since 2025-12-31
- 808524201 · 1.9% · long · since 2025-12-31
- JPM · 1.8% · long · since 2025-12-31
- AMAT · 1.7% · long · since 2025-12-31