Long-term investor
Pursue Wealth Partners LLC @pursuewealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911091).
Record
- Tracked since 2025-06-30 (434 days), 183 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months +2.9% · 1 year +12.9% · all +12.9%
- Max drawdown -9.2% · Sharpe 0.40 · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 6.1% · long · since 2025-06-30
- MOAT · 4.8% · long · since 2025-06-30
- CRWD · 4.5% · long · since 2025-06-30
- AMZN · 4.2% · long · since 2025-06-30
- GOOG · 4.1% · long · since 2025-06-30
- TDIV · 4.1% · long · since 2025-06-30
- VIG · 3.6% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- IWM · 3.0% · long · since 2025-06-30
- SPY · 2.9% · long · since 2025-06-30
- MDB · 2.8% · long · since 2025-06-30
- 46090E103 · 2.6% · long · since 2025-06-30