Long-term investor
Jim Saulnier & Associates, LLC @jimsaulnierassociatesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044420).
Record
- Tracked since 2025-12-31 (257 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.7%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AOR · 12.7% · long · since 2025-12-31
- AOA · 9.6% · long · since 2025-12-31
- VBIL · 9.0% · long · since 2025-12-31
- VEA · 4.7% · long · since 2025-12-31
- BND · 3.3% · long · since 2025-12-31
- VTI · 2.8% · long · since 2025-12-31
- PBMY · 1.9% · long · since 2025-12-31
- PBJN · 1.8% · long · since 2025-12-31
- VV · 1.7% · long · since 2026-03-31
- VTV · 1.7% · long · since 2025-12-31
- PBJL · 1.6% · long · since 2025-12-31
- PBNV · 1.4% · long · since 2025-12-31