Long-term investor
Richard W. Paul & Associates, LLC @richardwpaulassociatesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964203).
Record
- Tracked since 2025-06-30 (446 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year +12.4% · all +12.4%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287663 · 6.2% · long · since 2025-06-30
- 464287671 · 5.8% · long · since 2025-06-30
- 464287432 · 3.5% · long · since 2025-06-30
- 46641Q159 · 3.5% · long · since 2025-06-30
- 46432F842 · 3.5% · long · since 2025-06-30
- 464287804 · 3.2% · long · since 2025-06-30
- 72201R775 · 3.1% · long · since 2025-06-30
- 72201R585 · 3.0% · long · since 2025-06-30
- 46137V357 · 2.6% · long · since 2025-06-30
- 46090E103 · 2.5% · long · since 2025-06-30
- 464287465 · 2.3% · long · since 2025-06-30
- 46434G103 · 2.1% · long · since 2025-06-30