Long-term investor
Penobscot Wealth Management @penobscotwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001875768).
Record
- Tracked since 2025-06-30 (446 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 18.5% · long · since 2025-06-30
- 25434V583 · 12.3% · long · since 2025-06-30
- 921943858 · 12.0% · long · since 2025-06-30
- 46435G672 · 5.4% · long · since 2025-06-30
- 922042858 · 3.8% · long · since 2025-06-30
- 92204A702 · 3.5% · long · since 2025-06-30
- 46654Q609 · 2.8% · long · since 2025-09-30
- 46429B747 · 2.8% · long · since 2025-06-30
- 25434V799 · 2.5% · long · since 2025-06-30
- 25434V302 · 1.8% · long · since 2025-06-30
- 92204A405 · 1.7% · long · since 2025-06-30
- GLDM · 1.6% · long · since 2025-06-30