Long-term investor
J. Stern & Co. LLP @jsterncollp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011335).
Record
- Tracked since 2025-06-30 (480 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.9% · 1 year +12.3% · all +12.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.5% · long · since 2025-06-30
- 02079K107 · 10.4% · long · since 2025-06-30
- APH · 8.2% · long · since 2025-06-30
- AMZN · 7.7% · long · since 2025-06-30
- ETN · 6.8% · long · since 2025-06-30
- MA · 5.6% · long · since 2025-06-30
- META · 5.6% · long · since 2025-06-30
- RTX · 5.3% · long · since 2025-06-30
- ICE · 3.9% · long · since 2025-06-30
- AMT · 3.3% · long · since 2025-06-30
- XYL · 3.1% · long · since 2025-06-30
- 438516205 · 3.1% · long · since 2026-06-30