Long-term investor
Shepherd Kaplan Krochuk, LLC @shepherdkaplankrochukllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001218583).
Record
- Tracked since 2025-06-30 (454 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +917.4% · all +917.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 9.9% · long · since 2025-06-30
- AAPL · 7.0% · long · since 2025-06-30
- 46429B697 · 6.4% · long · since 2025-06-30
- 92189F437 · 6.4% · long · since 2025-06-30
- 808524409 · 4.3% · long · since 2025-06-30
- 46641Q761 · 4.1% · long · since 2025-06-30
- 46432F396 · 3.2% · long · since 2025-06-30
- 336917109 · 3.2% · long · since 2025-12-31
- ET · 3.1% · long · since 2025-06-30
- 464287804 · 2.9% · long · since 2025-06-30
- 47103U852 · 2.5% · long · since 2025-06-30
- 72201R817 · 2.5% · long · since 2025-06-30