Long-term investor

Kpp Advisory Services LLC @kppadvisoryservicesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001989349).

Record

  • Tracked since 2025-06-30 (472 days), 179 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.6% · 6 months +0.5% · 1 year +0.5% · all +0.5%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46138G649 · 5.8% · long · since 2025-09-30
  • 46090E103 · 3.1% · long · since 2025-06-30
  • 922908363 · 2.9% · long · since 2025-06-30
  • 46137V472 · 2.6% · long · since 2025-09-30
  • 47804J206 · 2.6% · long · since 2025-06-30
  • AAPL · 2.6% · long · since 2025-06-30
  • 25434V401 · 2.3% · long · since 2025-09-30
  • 14020W106 · 2.1% · long · since 2025-09-30
  • NVDA · 1.7% · long · since 2025-06-30
  • 14020G101 · 1.7% · long · since 2025-09-30
  • MSFT · 1.6% · long · since 2025-06-30
  • 33733E823 · 1.5% · long · since 2025-09-30

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