Long-term investor

Keudell/Morrison Wealth Management @keudellmorrisonwealthman

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001785498).

Record

  • Tracked since 2025-03-31 (522 days), 134 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.8% · 6 months +15.0% · 1 year +15.0% · all +19.8%
  • Max drawdown 0.0% · Sharpe 2.25 · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524797 · 10.1% · long · since 2025-03-31
  • 29287L700 · 7.5% · long · since 2025-12-31
  • 25434V708 · 5.6% · long · since 2025-03-31
  • 921946885 · 4.8% · long · since 2025-03-31
  • AAPL · 3.7% · long · since 2025-03-31
  • 890930308 · 3.0% · long · since 2025-06-30
  • 52468L505 · 2.6% · long · since 2025-12-31
  • 808524755 · 2.5% · long · since 2025-03-31
  • 78463X533 · 2.3% · long · since 2026-03-31
  • 921946406 · 2.2% · long · since 2025-03-31
  • 46641Q647 · 2.0% · long · since 2025-03-31
  • 02079K107 · 1.9% · long · since 2025-03-31

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