Long-term investor
Linscomb Wealth, Inc. @linscombwealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001313294).
Record
- Tracked since 2025-06-30 (449 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -7.3% · 1 year n/a · all -8.4%
- Max drawdown n/a · win rate 54% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921943858 · 11.5% · long · since 2025-06-30
- 464287200 · 9.1% · long · since 2025-06-30
- 46137V613 · 4.5% · long · since 2025-06-30
- 464287507 · 4.3% · long · since 2025-06-30
- 464287465 · 3.8% · long · since 2025-06-30
- 97717W505 · 3.7% · long · since 2025-06-30
- 922908769 · 2.1% · long · since 2025-06-30
- XOM · 2.1% · long · since 2025-06-30
- 512807306 · 1.9% · long · since 2025-06-30
- AVGO · 1.8% · long · since 2025-06-30
- 78464A763 · 1.6% · long · since 2025-06-30
- 25434V666 · 1.5% · long · since 2025-06-30