Long-term investor

Pacific Asset Management, LLC @pacificassetmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054012).

Record

  • Tracked since 2025-06-30 (445 days), 42 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.5% · 6 months n/a · 1 year +19.8% · all +19.8%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DFAC · 18.7% · long · since 2025-06-30
  • DFSD · 10.5% · long · since 2025-06-30
  • DFIC · 8.3% · long · since 2025-06-30
  • DFAU · 5.4% · long · since 2025-06-30
  • DFEM · 4.4% · long · since 2025-06-30
  • AVIG · 4.0% · long · since 2025-06-30
  • AVGE · 3.5% · long · since 2025-06-30
  • AVUV · 3.1% · long · since 2025-06-30
  • DFCF · 2.5% · long · since 2025-06-30
  • DFAT · 2.4% · long · since 2025-06-30
  • DFUV · 2.3% · long · since 2025-06-30
  • MSFT · 1.8% · long · since 2025-06-30

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