Long-term investor
Kelman-lazarov, Inc. @kelmanlazarovinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001672067).
Record
- Tracked since 2025-06-30 (448 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +15.2% · all +15.2%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524771 · 9.6% · long · since 2025-06-30
- 808524300 · 8.3% · long · since 2025-06-30
- 92189F643 · 7.7% · long · since 2025-06-30
- 78464A854 · 5.0% · long · since 2025-06-30
- 46429B747 · 4.3% · long · since 2025-06-30
- 025072703 · 4.1% · long · since 2025-06-30
- 464287804 · 4.1% · long · since 2025-06-30
- 808524201 · 3.9% · long · since 2025-06-30
- 381430503 · 3.7% · long · since 2025-06-30
- 72201R775 · 3.2% · long · since 2025-06-30
- 464288588 · 3.1% · long · since 2025-06-30
- 808524748 · 3.1% · long · since 2025-06-30