Long-term investor
Papamarkou Wellner Asset Management Inc. @papamarkouwellnerassetma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002063952).
Record
- Tracked since 2025-06-30 (434 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months -0.8% · 1 year +5.7% · all +5.7%
- Max drawdown -4.8% · Sharpe 0.04 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.8% · long · since 2025-06-30
- NVDA · 8.2% · long · since 2025-06-30
- GOOGL · 5.6% · long · since 2025-06-30
- MSFT · 5.6% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- CVX · 4.0% · long · since 2025-06-30
- PM · 2.8% · long · since 2025-06-30
- V · 2.6% · long · since 2025-06-30
- KO · 2.5% · long · since 2025-06-30
- MA · 2.3% · long · since 2025-06-30
- ASML · 2.3% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30