Long-term investor
Sierra Legacy Group @sierralegacygroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056766).
Record
- Tracked since 2025-06-30 (454 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +948.5% · all +948.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288679 · 13.8% · long · since 2025-06-30
- BRK-B · 5.1% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- ROST · 4.3% · long · since 2025-06-30
- TJX · 4.0% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- CMI · 2.9% · long · since 2025-06-30
- ALLE · 2.6% · long · since 2025-06-30
- LMT · 2.5% · long · since 2025-06-30
- V · 2.3% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- AME · 2.1% · long · since 2025-06-30