Long-term investor
Barnes Dennig Private Wealth Management LLC @barnesdennigprivatewealt
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058270).
Record
- Tracked since 2025-06-30 (457 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +29.4% · 1 year +48.1% · all +48.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 10.5% · long · since 2025-06-30
- MRVL · 5.3% · long · since 2025-06-30
- 064058100 · 4.8% · long · since 2025-06-30
- GOOGL · 4.5% · long · since 2025-06-30
- BWA · 4.4% · long · since 2025-06-30
- AAPL · 3.9% · long · since 2025-06-30
- AMGN · 3.3% · long · since 2025-06-30
- 464287200 · 2.9% · long · since 2025-06-30
- SCHW · 2.8% · long · since 2025-06-30
- G5960L103 · 2.4% · long · since 2025-06-30
- SLV · 2.4% · long · since 2025-06-30
- CAT · 2.4% · long · since 2025-06-30