Long-term investor
Bannerman Wealth Management Group, LLC @bannermanwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058816).
Record
- Tracked since 2025-06-30 (446 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +20.9% · all +20.9%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 32.2% · long · since 2025-06-30
- 25434V872 · 11.0% · long · since 2025-06-30
- 25434V500 · 9.2% · long · since 2025-06-30
- 25434V203 · 8.9% · long · since 2025-06-30
- 025072349 · 8.7% · long · since 2025-06-30
- 25434V302 · 4.0% · long · since 2025-06-30
- 025072372 · 3.7% · long · since 2025-06-30
- 025072802 · 3.3% · long · since 2025-06-30
- 025072885 · 3.1% · long · since 2025-06-30
- 25434V823 · 2.5% · long · since 2025-06-30
- 46435G672 · 2.2% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30