Long-term investor
Pearl Planning LLC @pearlplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002100519).
Record
- Tracked since 2025-12-31 (287 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.1% · 1 year n/a · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.4% · long · since 2025-12-31
- 025072703 · 12.5% · long · since 2025-12-31
- 46641Q159 · 7.8% · long · since 2026-03-31
- 316188309 · 7.5% · long · since 2026-03-31
- 922908629 · 6.1% · long · since 2025-12-31
- 02072L607 · 4.8% · long · since 2025-12-31
- 922908744 · 4.5% · long · since 2025-12-31
- 921910733 · 4.1% · long · since 2025-12-31
- 46434V621 · 4.0% · long · since 2025-12-31
- 46138G649 · 3.3% · long · since 2025-12-31
- 025072877 · 3.3% · long · since 2025-12-31
- 092528108 · 3.0% · long · since 2026-09-30