Long-term investor
Five Pine Wealth Management @fivepinewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041807).
Record
- Tracked since 2025-06-30 (478 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days -1.7% · 6 months -2.0% · 1 year -2.6% · all -2.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937835 · 13.7% · long · since 2025-09-30
- 922042775 · 13.0% · long · since 2025-09-30
- 922908736 · 9.5% · long · since 2025-09-30
- 922908744 · 7.6% · long · since 2025-09-30
- 92206C706 · 7.5% · long · since 2025-09-30
- 922908363 · 7.1% · long · since 2025-09-30
- 922908751 · 5.2% · long · since 2025-09-30
- 922908769 · 3.8% · long · since 2025-09-30
- 92203J407 · 3.8% · long · since 2025-09-30
- 922908629 · 3.3% · long · since 2025-09-30
- 33738R506 · 3.1% · long · since 2025-09-30
- 92206C565 · 2.3% · long · since 2025-09-30