Long-term investor
Private Client Services, LLC @privateclientservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001457005).
Record
- Tracked since 2025-06-30 (449 days), 261 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.1% · 1 year n/a · all +4.0%
- Max drawdown n/a · win rate 66% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 10.7% · long · since 2025-06-30
- 46432F842 · 6.3% · long · since 2025-06-30
- 922042858 · 3.2% · long · since 2025-06-30
- 922908751 · 2.7% · long · since 2025-06-30
- 41151J505 · 2.7% · long · since 2026-06-30
- 922908629 · 2.6% · long · since 2025-06-30
- 46090E103 · 2.5% · long · since 2025-06-30
- 464287101 · 2.4% · long · since 2025-06-30
- 82889N335 · 2.4% · long · since 2026-03-31
- 78462F103 · 2.3% · long · since 2025-06-30
- 41653L305 · 2.2% · long · since 2025-06-30
- 78467V103 · 2.1% · long · since 2025-06-30