Long-term investor
Provise Management Group, LLC @provisemanagementgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001305707).
Record
- Tracked since 2025-06-30 (448 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46434V621 · 7.3% · long · since 2025-06-30
- 02079K107 · 4.0% · long · since 2025-06-30
- 78463X889 · 3.8% · long · since 2025-06-30
- AMAT · 2.8% · long · since 2025-06-30
- 464289438 · 2.7% · long · since 2025-06-30
- 921910873 · 2.6% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- BRK-B · 2.3% · long · since 2025-06-30
- 464288638 · 2.3% · long · since 2025-06-30
- JPM · 2.3% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- 921908844 · 2.1% · long · since 2025-06-30