Long-term investor

Holderness Investments Co. @holdernessinvestmentsco

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001184820).

Record

  • Tracked since 2025-06-30 (446 days), 77 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +21.1% · all +21.1%
  • Max drawdown n/a · win rate 14% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 7.3% · long · since 2025-06-30
  • AAPL · 5.6% · long · since 2025-06-30
  • NVDA · 5.0% · long · since 2025-06-30
  • MSFT · 4.1% · long · since 2025-06-30
  • AMZN · 3.0% · long · since 2025-06-30
  • 46090E103 · 3.0% · long · since 2025-06-30
  • GOOGL · 2.7% · long · since 2025-06-30
  • CAT · 2.7% · long · since 2025-06-30
  • AVGO · 2.5% · long · since 2025-06-30
  • GLW · 1.8% · long · since 2025-06-30
  • JPM · 1.5% · long · since 2025-06-30
  • CSCO · 1.5% · long · since 2025-06-30

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