Long-term investor

Randall & Associates Wealth Management @randallassociateswealthm

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011901).

Record

  • Tracked since 2025-06-30 (476 days), 91 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.3% · 6 months +0.2% · 1 year +0.2% · all +0.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921910816 · 11.8% · long · since 2025-06-30
  • 46432F842 · 11.4% · long · since 2025-06-30
  • 33733E104 · 10.6% · long · since 2025-06-30
  • 46434G764 · 9.7% · long · since 2025-06-30
  • 33741X102 · 9.5% · long · since 2025-06-30
  • 381430503 · 5.5% · long · since 2025-06-30
  • 922908629 · 5.1% · long · since 2025-06-30
  • 336917109 · 4.9% · long · since 2025-06-30
  • 46434V613 · 4.4% · long · since 2025-06-30
  • 33740F805 · 3.2% · long · since 2025-06-30
  • 464287226 · 2.5% · long · since 2025-06-30
  • 41151J505 · 2.3% · long · since 2025-12-31

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