Long-term investor
Councilmark Asset Management, LLC @councilmarkassetmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022076).
Record
- Tracked since 2025-06-30 (472 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days -3.0% · 6 months +9.8% · 1 year +19.7% · all +19.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 10.5% · long · since 2025-06-30
- AAPL · 10.0% · long · since 2025-06-30
- GOOGL · 5.8% · long · since 2025-06-30
- MSFT · 5.2% · long · since 2025-06-30
- BRK-B · 4.8% · long · since 2025-06-30
- 02079K107 · 4.3% · long · since 2025-06-30
- MCK · 3.7% · long · since 2025-06-30
- WMT · 3.6% · long · since 2025-06-30
- HD · 3.1% · long · since 2025-06-30
- 922908769 · 2.9% · long · since 2025-06-30
- CSCO · 2.7% · long · since 2025-06-30
- 78462F103 · 2.5% · long · since 2025-06-30