Long-term investor

Perissos Private Wealth Management, LLC @perissosprivatewealthman

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023071).

Record

  • Tracked since 2025-06-30 (472 days), 114 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.0% · 6 months -0.1% · 1 year +3.8% · all +3.8%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78468R663 · 8.5% · long · since 2026-06-30
  • 922042858 · 4.9% · long · since 2025-06-30
  • 33738R704 · 4.5% · long · since 2025-06-30
  • 464287176 · 4.3% · long · since 2025-06-30
  • 464287655 · 4.2% · long · since 2025-09-30
  • 46641Q332 · 4.1% · long · since 2025-06-30
  • 46090E103 · 4.0% · long · since 2025-06-30
  • 808524300 · 3.9% · long · since 2025-06-30
  • 464287200 · 3.9% · long · since 2025-06-30
  • 09261X102 · 3.8% · long · since 2025-06-30
  • 46641Q837 · 3.5% · long · since 2025-06-30
  • 46090F308 · 3.4% · long · since 2025-06-30

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