Long-term investor
Lee, Kelleher & Klein Wealth Management @leekelleherkleinwealthma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063827).
Record
- Tracked since 2025-09-30 (374 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +2.0% · 6 months +0.9% · 1 year n/a · all +1.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 20.1% · long · since 2025-09-30
- 97717W307 · 19.6% · long · since 2025-09-30
- 464287309 · 7.2% · long · since 2025-09-30
- 78462F103 · 7.1% · long · since 2025-09-30
- 97717W505 · 6.4% · long · since 2025-09-30
- 464287507 · 6.4% · long · since 2025-09-30
- 381430503 · 4.2% · long · since 2025-09-30
- 97717W604 · 3.3% · long · since 2025-09-30
- 464287804 · 3.2% · long · since 2025-09-30
- 464287606 · 2.3% · long · since 2025-09-30
- 46641Q837 · 2.0% · long · since 2025-09-30
- 922908363 · 1.9% · long · since 2025-09-30