Long-term investor
Berkshire Asset Management LLC @berkshireassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000949012).
Record
- Tracked since 2025-06-30 (434 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months +8.6% · 1 year +15.5% · all +15.5%
- Max drawdown 0.0% · Sharpe 1.40 · win rate 47% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 4.5% · long · since 2025-06-30
- DELL · 4.4% · long · since 2025-06-30
- CSCO · 4.0% · long · since 2025-06-30
- ABBV · 3.8% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- NUE · 3.2% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- BAC · 2.6% · long · since 2025-06-30
- CVX · 2.6% · long · since 2025-06-30
- JNJ · 2.5% · long · since 2025-06-30
- 55261F104 · 2.3% · long · since 2025-06-30
- QCOM · 2.2% · long · since 2025-06-30
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