Long-term investor

Griffith & Werner, Inc. @griffithwernerinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057200).

Record

  • Tracked since 2025-12-31 (261 days), 38 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year n/a · all +6.5%
  • Max drawdown n/a · win rate 18% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FDEC · 12.7% · long · since 2025-12-31
  • SQMX · 5.2% · long · since 2026-03-31
  • AMZN · 4.5% · long · since 2025-12-31
  • AAPL · 4.1% · long · since 2025-12-31
  • C · 4.1% · long · since 2025-12-31
  • BAC · 3.7% · long · since 2025-12-31
  • MSFT · 3.5% · long · since 2025-12-31
  • META · 3.5% · long · since 2025-12-31
  • TFC · 3.5% · long · since 2025-12-31
  • KO · 3.3% · long · since 2025-12-31
  • 842587107 · 3.1% · long · since 2025-12-31
  • NVDA · 3.0% · long · since 2025-12-31

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