Long-term investor

Highmark Wealth Management LLC @highmarkwealthmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802451).

Record

  • Tracked since 2025-12-31 (249 days), 23 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.7% · 6 months n/a · 1 year n/a · all +11.1%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 27.6% · long · since 2025-12-31
  • 316092600 · 6.6% · long · since 2025-12-31
  • AXGN · 5.3% · long · since 2025-12-31
  • 464287655 · 5.1% · long · since 2025-12-31
  • 464288877 · 5.1% · long · since 2025-12-31
  • 464287804 · 4.5% · long · since 2025-12-31
  • 922908363 · 3.6% · long · since 2025-12-31
  • NEO · 3.0% · long · since 2025-12-31
  • 464287663 · 2.8% · long · since 2025-12-31
  • SIBN · 2.3% · long · since 2025-12-31
  • 46138E842 · 2.0% · long · since 2025-12-31
  • WFC · 1.9% · long · since 2025-12-31

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