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 2025-06-30 (477 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +2.8% · 6 months +23.3% · 1 year +58.5% · all +58.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 27.6% · long · since 2025-06-30
- 316092600 · 6.6% · long · since 2025-06-30
- AXGN · 5.3% · long · since 2025-06-30
- 464287655 · 5.1% · long · since 2025-06-30
- 464288877 · 5.1% · long · since 2025-06-30
- 464287804 · 4.5% · long · since 2025-06-30
- 922908363 · 3.6% · long · since 2025-06-30
- NEO · 3.0% · long · since 2025-06-30
- 464287663 · 2.8% · long · since 2025-06-30
- SIBN · 2.3% · long · since 2025-06-30
- 46138E842 · 2.0% · long · since 2025-06-30
- WFC · 1.9% · long · since 2025-06-30