Long-term investor
Pine Harbor Wealth Management, LLC @pineharborwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002016051).
Record
- Tracked since 2025-06-30 (448 days), 60 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.1% · all +14.1%
- Max drawdown n/a · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V401 · 12.7% · long · since 2025-06-30
- 25434V799 · 10.6% · long · since 2025-06-30
- 69344A834 · 10.5% · long · since 2025-06-30
- 69344A107 · 9.6% · long · since 2025-06-30
- 46090E103 · 6.8% · long · since 2025-06-30
- 25434V864 · 5.0% · long · since 2025-06-30
- 922908769 · 4.8% · long · since 2025-06-30
- 025072349 · 4.7% · long · since 2025-06-30
- 025072877 · 4.3% · long · since 2025-06-30
- 46431W838 · 2.3% · long · since 2025-06-30
- 922908736 · 2.1% · long · since 2025-06-30
- 921943858 · 1.7% · long · since 2025-06-30