Long-term investor
Plum Street Advisors, LLC @plumstreetadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002068236).
Record
- Tracked since 2025-06-30 (462 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +1.2% · 6 months -3.0% · 1 year +1.1% · all +1.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524839 · 9.5% · long · since 2025-06-30
- 808524722 · 7.7% · long · since 2025-06-30
- 922908744 · 5.8% · long · since 2025-06-30
- 922908751 · 5.6% · long · since 2025-06-30
- 25434V799 · 4.6% · long · since 2025-06-30
- 46434G764 · 3.5% · long · since 2025-06-30
- GLDM · 3.5% · long · since 2025-09-30
- 78462F103 · 3.3% · long · since 2025-06-30
- 921943858 · 3.2% · long · since 2025-06-30
- 46434V878 · 3.0% · long · since 2025-06-30
- 922908611 · 2.7% · long · since 2025-06-30
- 025072877 · 2.6% · long · since 2025-06-30