Long-term investor
Pks Advisory Services, LLC @pksadvisoryservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001605401).
Record
- Tracked since 2025-06-30 (473 days), 204 trades recorded
- Returns: week n/a · month n/a · 90 days +3.0% · 6 months +9.7% · 1 year +41.9% · all +41.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 8.9% · long · since 2025-06-30
- 46090E103 · 5.8% · long · since 2025-06-30
- 78462F103 · 5.3% · long · since 2025-06-30
- 464287804 · 3.7% · long · since 2025-06-30
- 464287507 · 3.7% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- TPL · 2.2% · long · since 2025-06-30
- 464287309 · 1.8% · long · since 2025-06-30
- NVDA · 1.2% · long · since 2025-06-30
- 922908769 · 1.1% · long · since 2025-06-30
- 14020G101 · 1.1% · long · since 2025-06-30
- 33738R506 · 1.0% · long · since 2025-06-30