Long-term investor

Prepared Retirement Institute LLC @preparedretirementinstit

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056037).

Record

  • Tracked since 2025-06-30 (454 days), 54 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +904.5% · all +904.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921908844 · 12.1% · long · since 2025-06-30
  • 808524797 · 7.7% · long · since 2025-06-30
  • 31609A305 · 7.2% · long · since 2025-06-30
  • 922908769 · 7.1% · long · since 2025-06-30
  • 97717X594 · 5.9% · long · since 2025-06-30
  • 46429B366 · 5.4% · long · since 2025-06-30
  • 78464A409 · 4.5% · long · since 2025-06-30
  • 92206C870 · 4.4% · long · since 2025-06-30
  • 921937835 · 3.7% · long · since 2025-06-30
  • 35473P108 · 3.6% · long · since 2025-06-30
  • 922908751 · 3.5% · long · since 2025-06-30
  • 46435G474 · 3.1% · long · since 2025-06-30

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